Fidelity Bank · 3 months ago
Client Team Manager - Core Market Defined Benefit
Westlake, TX
Full-time
Hybrid
Senior Level
7+ years expFidelity Bank is a leader in workplace investing, and they are seeking a Client Team Manager to oversee a team providing Defined Benefit administration services. The role involves managing client relationships, leading associates, and ensuring high-quality service delivery.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Serve as primary point of contact for clients for Defined Benefit administration. Prepare and participant in regular client service reviews and/or business planning meetings
Lead associates on your team in the capacity of workload, quality, and timeliness. Provide timely feedback on performance in order for associates to lead their daily tasks/deliverables, progress on their development and address any outstanding performance issues. Develop effective performance measures and work with the associates on goals and initiatives that will improve both the organization and the associates’ career development. Prepare annual performance and bonus reviews for associates
Act as a technical resource and Defined Benefit professional for your associates, and lead by example for work ethic, professional conduct and nurture an atmosphere of continuous improvement
Work closely with senior management to meet business objectives and priorities. Serve as a leader and run projects and/or initiatives for business unit
Work with our most sophisticated client base which includes: plan complexity, higher numbers of plans, participants, transaction volume, and special projects. Provide fee estimate quotes on special projects requested by the client and lead those projects according to budget and timelines
Identify and communicate successful and efficient practices used for own client(s) that may be brought to bear across other clients and instituted as the defined benefit standard methodology
Play key role in new business activities including client meetings, proposal writing, final presentations, etc
Draft and complete contracts for special projects and accountable for client financials
Qualification
Required
Bachelor's Degree or equivalent work experience
7 + years in the Defined Benefit industry with 1 + year(s) of associate and client management experience
Excellent coaching and leadership skills required
Client consulting and leadership skills
Demonstrate leadership ability with self-motivation and determination
Project management and influence skills
Strong team and client management skills
A deep understanding of Defined Benefit processes and tools
You must be technically inclined with application experience and proficiency (e.g., Excel, Word, Access, etc.)
Strong project management skills and the ability to balance/prioritize multiple projects and an understanding of risk and time management
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase