Senior/Director, Client Service Manager jobs in United States
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Fidelity Investments · 2 days ago

Senior/Director, Client Service Manager

positionMerrimack, NH
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
date8+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Senior/Director, Client Service Manager. In this role, you will serve as the primary client service contact for Defined Contribution and Workplace Benefits, collaborating with a matrixed service team to deliver exceptional service and implement new products for large institutional clients.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Handle day-to-day record keeping for a defined set of strategic market clients, representing $10-$20 billion record keeping assets
Generate new points of view, champion bold ideas, and collaborate with more than 25 Workplace Investing and Fidelity functional business partners to define innovative solutions and implement scalable practices
Possess and convey experienced knowledge of workplace products, plan sponsor plan provisions and governing body regulations
Identify, surface, and effectively lead resolution of service issues (e.g., plan design, participant, risk/compliance) with appropriate business partners
Understand client service requests and coordinate with internal business partners to effectively scope effort and cost, allocate appropriate resources, define project plan, and deliver against agreed upon timeline
Participate in the delivery of a Client Service Management strategy to enhance the overall ecosystem, cultivate Fidelity talent, and optimize the plan sponsor experience

Qualification

Client service expertiseWorkplace Benefits administrationFinancial service industry experienceInfluenceLeadershipProblem solvingRelationship buildingStrategic thinkingProject management

Required

8-12+ years of experience within the financial service industry with client facing expertise
Demonstrated understanding and experience with Workplace Benefits plan administration (e.g., Defined Contribution, Non-Qualified, Heath Savings Account, Student Debt, Goal Booster with Payroll and Workplace Giving)
Bachelor's degree or equivalent work experience
Strong leader with ability to influence and navigate within a highly complicated, matrixed environment
Demonstrated ability to deliver against challenging goals and objectives
Excel in providing proactive consultation to external clients and internal partners
Possess the ability to build relationships with individuals at all levels of the organization
Strong, strategic problem solver and storyteller who can measure the effectiveness of solutions and communicate the value to business partners and clients
Proven track record to provide solutions to complicated issues; a naturally creative problem solver who can work with colleagues and business partners in new and different ways to deliver results
Balance and prioritize multiple, concurrent objectives while meeting or exceeding targets
Handle day-to-day record keeping for a defined set of strategic market clients, representing $10-$20 billion record keeping assets
Generate new points of view, champion bold ideas, and collaborate with more than 25 Workplace Investing and Fidelity functional business partners to define innovative solutions and implement scalable practices
Possess and convey experienced knowledge of workplace products, plan sponsor plan provisions and governing body regulations
Identify, surface, and effectively lead resolution of service issues (e.g., plan design, participant, risk/compliance) with appropriate business partners
Understand client service requests and coordinate with internal business partners to effectively scope effort and cost, allocate appropriate resources, define project plan, and deliver against agreed upon timeline
Participate in the delivery of a Client Service Management strategy to enhance the overall ecosystem, cultivate Fidelity talent, and optimize the plan sponsor experience
Required – between 10% -15% of the time annually travel

Preferred

FINRA licenses permitted but not required

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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