Fidelity

Client Team Manager - Core Market Defined Benefit

Fidelity

1 month ago
Westlake, TX
Hybrid
Full Time
Senior
0 applicants
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Fidelity
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About this role

The Client Team Manager in Workplace Investing at Fidelity oversees a team providing Defined Benefit administration services, manages client relationships, and leads projects to meet business objectives. The role involves team leadership, client consulting, project management, and continuous improvement within the defined benefit domain.

Skills

Qualifications

Bachelor’s Degree or equivalent work experience7+ years in Defined Benefit industryAssociate and client management experience
Fidelity

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

About Fidelity

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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