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Fidelity Investments · 2 days ago

Client Team Manager - Core Market Defined Benefit

Roanoke, TX

Full-time

Hybrid

Senior Level

7+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Client Team Manager for their Defined Benefit services. The role involves managing a team that delivers Defined Benefit administration services, maintaining client relationships, and ensuring high-quality service delivery.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

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

Defined Benefit expertiseClient management experienceProject management skillsCoachingTechnical proficiencyLeadershipRisk managementSelf-motivationTeam management skillsTime management