Senior Director, Strategic Client Services

Fidelity; Smithfield (RI); On-site; USD 110,000 - 160,000; Full time

Job summary

Fidelity is seeking a senior Client Service Manager to serve as the primary Fidelity client service contact for Defined Contribution and Workplace Benefits for large institutional clients. You will collaborate with a matrixed service team, work with Managing Directors and Product Management to implement new offerings, and partner with operations to resolve issues.

You will deliver outstanding service, problem-solve with cross-functional partners, and travel 10–15% annually as part of the role in

Qualifications

• 8–12+ years of experience within the financial services industry with client-facing expertise.
• Experience with Workplace Benefits plan administration (Defined Contribution, Non-Qualified, HSA, Student Debt, Goal Booster with Payroll and Workplace Giving).
• Bachelor’s degree or equivalent work experience
• FINRA licenses permitted but not required

Responsibilities

• Serve as the primary Fidelity client service contact for defined contribution and workplace benefits for large institutional clients.
• Collaborate with a matrixed service team to deliver contractual commitments to strategic clients.
• Partner with Managing Directors and Product Management to implement new products, services, and features.
• Coordinate with specialized operations to implement plan provisions and resolve issues.
• Deliver outstanding service and proactively solve client problems.

Skills

Leadership

Matrix leadership

Proactive consultation

Relationship building

Strategic problem solving

Storytelling

Prioritization

Education

Bachelor’s degree or equivalent

Job description

Fidelity is seeking a senior Client Service Manager to serve as the primary Fidelity client service contact for Defined Contribution and Workplace Benefits for large institutional clients. You will collaborate with a matrixed service team, work with Managing Directors and Product Management to implement new offerings, and partner with operations to resolve issues.

You will deliver outstanding service, problem-solve with cross-functional partners, and travel 10–15% annually as part of the role in