Client Team Manager - Core Market Defined Benefit

Fidelity(2 days ago)

HybridFull TimeSenior$90,000 - $130,000Workplace Investing Defined Benefit Operations

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.

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Required Skills

Client Management
Project Management
Leadership
Defined Benefit
Process Improvement
Excel
Team Management
Business Reporting
Client Consulting
Finance

Qualifications

Bachelor’s Degree or equivalent work experience
7+ years in Defined Benefit industry
Associate and client management experience

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.

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