Apply on Employer Site

Fidelity Bank · 1 month ago

Sr Manager, WAMS Specialist Distribution Planning and Operations

Smithfield, RI

Full-time

Hybrid

Senior Level

Fidelity Bank is seeking a Senior Manager to join their Wealth Advisory Managed Solutions (WAMS) planning and operations team. This role will be instrumental in developing business strategies, enhancing CRM efforts, and driving cross-functional collaboration to achieve operational excellence.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Support WAMS CRM strategy and execution to enhance advisor engagement and business development efforts

Leverage internal and external data sources to develop actionable insights and recommendations for business growth

Partner with internal stakeholders across Product, Distribution, Marketing and Finance to drive WAMS strategic business initiatives and operational excellence

Lead and manage strategic projects, ensuring timely delivery, stakeholder alignment, and effective communication

Qualification

DataFinancial ServicesProject ManagementCRM StrategyCross-Functional CollaborationResearch skillsQuantitative analytical skillsIntellectual curiosityManaged products knowledgeRelationship buildingPresentation skills

Required

MBA or equivalent work experience in financial services, preferably in product management, CRM, Data and Analytics, Planning and Operations related roles

Self-starter, independently oriented and excited by prospect of working on critical initiatives and welcome working in fast pace, client focused environment which requires comfort with ambiguity and an adaptive mindset

Strong research & quantitative analytical skills, including the ability to synthesize findings and develop practical, actionable recommendations

Project Management skills required to successfully drive projects across the company, manage critical dependencies and internal communications related to assigned product responsibilities

Work collaboratively across the Fidelity Enterprise, capable of communicating with and influencing peers and leaders through relationship building, well-informed insights and high-quality presentations

Intellectual curiosity and tenacity to develop creative approaches to problem solving

Interacting with Fidelity associates, gathering data from internal and external sources, identify trends, opportunities, to develop insights and recommendations on key initiatives

CRM Strategy & Enablement: Support WAMS CRM strategy and execution to enhance advisor engagement and business development efforts

Data-Driven Decision Making: Leverage internal and external data sources to develop actionable insights and recommendations for business growth

Cross-Functional Collaboration: Partner with internal stakeholders across Product, Distribution, Marketing and Finance to drive WAMS strategic business initiatives and operational excellence

Project Management: Lead and manage strategic projects, ensuring timely delivery, stakeholder alignment, and effective communication