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Fidelity Investments · 6 hours ago

Manager, Account Lifecycle

Roanoke, TX

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Manager for their Account Lifecycle team. The role involves leading firm-level support activities, managing the Pooled Income Fund program, and ensuring operational excellence while fostering strong relationships across various teams.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Lead onboarding for new firms, ensuring seamless integration into operational models, data flows, and service expectations

Handle firm account changes, including mergers, acquisitions, restructures, and affiliation updates

Establish routines to strengthen firm-level relationships and ensure a consistent, engaged partnership experience

Drive entity change projects and processes with cross-business units partners

Lead the end-to-end PIF program management related to client account maintenance, client statements, distributions, and vendor interactions

Lead all aspects of operational workflows, service quality, and risk controls across the full client lifecycle

Establish and maintain service-level frameworks, including important metrics, SLAs, escalation paths, and governance routines

Drive continuous improvement initiatives to enhance efficiency, reduce complexity, and strengthen operational stability

Partner with RPA and technology teams to define business requirements, prioritize enhancements, and support delivery of system updates

Serve as the business owner for PGCalc processes and associated vendor relationships

Ensure data completeness, integrity, and compliance with regulatory and contractual requirements

Lead vendor performance, contracts, and regular reviews; partner on roadmap items and issue resolution

Partner with internal teams—including Technology, Compliance, Product, Risk, Service, and Client Experience—to coordinate delivery, handle customer concerns, and resolve complex issues

Represent PIF and Firm Support in strategic forums, governance meetings, and firmwide initiatives

Influence senior leadership with data-driven insights and thoughtful recommendations

Lead, coach, and develop a team of analysts to deliver high-quality support

Build an environment centered on accountability, collaboration, and continuous improvement

Ensure team members have clear development plans and are cross-trained to strengthen resiliency and capacity

Qualification

Program managementClient account maintenanceVendor managementProject managementData analysisLeadership experienceCommunication skillsCustomer serviceContinuous improvementRelationship managementComplex systemsProblem-solvingCross-functional collaboration