Manager, Client Service Implementation

Fidelity; Westlake (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Fidelity is hiring a Manager FFIO Global Product Solutions to support asset management, investment product and distribution channels in portfolio launches, retirement plan conversions, mergers and liquidations, and product-structure changes. You will coordinate with internal and third‑party partners to ensure timely, accurate delivery of fund event operations.

The role spans front-, middle-, and back‑office functions and aims to improve the customer experience.

Qualifications

• 7+ years of experience preferred.
• Effective written and verbal communication.
• Fund operations experience in accounting, valuation, custody.
• General investment product knowledge including product pricing, investment structures, regulatory framework, and/or distribution.
• Familiarity with portfolio transition management, security settlements, foreign markets.
• Bachelor’s Degree or equivalent.

Responsibilities

• Coordinate with internal and third-party partners to provide timely, accurate delivery of operational components of fund events.
• Work across front-, middle-, and back-office functions to ensure consistency and improve the customer experience.
• Collaborate with investment operations, trading, compliance, legal, and oversight teams to bring new products and services to customers.

Skills

7+ Years Experience

Effective communication

Fund operations

Investment product knowledge

Portfolio transition management

Education

Bachelor’s Degree or equivalent

Job description

Job Description:

Manager – FFIO Global Product Solutions

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The FFIO – GPS Manager will support asset management, investment product and the distribution channels in the execution of portfolio launches, retirement plan conversions, mergers/liquidations, and product structure changes. This is done via coordination with internal and third-party business partners to provide timely, accurate delivery of operational components of fund events. The manager is focused on consistency, works across front-, middle-, and back-office functions, and is focused on improving the customer experience.

The Expertise and Skills You Bring(The order of these bullets does not matter)

• 7+ Years of experience preferred

• Effective written and verbal communication

• Fund operations experience in one or more areas: accounting, valuation, custody

• General investment product knowledge including product pricing, investment structures, regulatory framework, and/or distribution

• Familiarity with portfolio transition management, security settlements, foreign markets

• Bachelor’s Degree or equivalent

The Team

The Manager FFIO Global Product Solutions will join a team of customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of the Fund Administration unit within FFIO and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while enhancing the customer experience.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Client Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.