Senior Manager, Service Consultant at Fidelity Investments

Merrimack, New Hampshire, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

5+ years of relevant work experience in the financial services industry, particularly in relationship management or client support
Bachelor’s degree or equivalent experience required
Prior entrepreneurial experience and/or panel management experience desirable
Solid understanding of financial services, advisory business models and the accompanying ecosystem that supports these advice business models, or ability to build that knowledge quickly
Proven success developing and managing networks and cooperative efforts internally with other business units in a complex organization
Strong team orientation
Experience partnering on cross-functional project teams to achieve a desired outcome
Demonstrated ability to operate independently across a matrixed organization while supporting a key initiative
Experience working within a major enterprise, being entrepreneurial and scrappy, and building new relationships and partnerships
Natural curiosity and passion for improving day-to-day experience of both associates and customers
A citizen-developer mindset with experience using technology to solve everyday business problems
Ability to cultivate collaborative relationships and form effective working partnerships
Background in developing and applying strategy crafted to effect a change in behavior across a large organization preferred
Comfort with storytelling in front of large and/or executive level audiences
Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management
Experience in creating and implementing project plans while prioritizing multiple tasks at the same time
Commitment to hitting deadlines and strong aptitude for prioritization and time management
Proven consulting skills
Proficiency in Salesforce, Tableau, Excel, Jira, Jira Align a plus

Responsibilities

Uncover client needs and opportunities by proactively developing a deeper understanding of client goals and challenges
Identify and implement strategic solutions that influence positive outcomes for the business partner
Manage the client’s product portfolio and work directly with Product colleagues to ensure clear priorities and deliver efficient business value
Become a collaborative and resourceful member of the regional team, sharing best practices, and driving successful regional results
Present to management of Fidelity Fund & Investment Operations (FFIO), Business Partners, and other key stakeholders across the firm as it relates to strategic objectives and key initiatives
Main contact for Change the Business requests and owner of the clients Product Portfolio
Partner with Relationship Manager to initiate strategic business discussions with clients
Conducts backlog grooming and prioritization discussions with business partners
Help to identify viable solutions and owners to business partners problems
Escalation point for Tribes for requirements
Create reporting and provide product portfolio updates in BP Relationship Meetings
Working with the client to prioritize requests accurately
Analyzing data/information to advise priorities, decisions and build a point of view to share with your clients
Monitoring successful execution of solutions and act as an advocate for your clients in order to keep initiatives on track
Monitoring client satisfaction

Skills

Key technologies and capabilities for this role

Relationship ManagementClient SupportFinancial ServicesStrategic SolutionsProduct Portfolio ManagementCross-Functional CollaborationStakeholder PresentationNetwork DevelopmentAdvisory Business Models

Questions & Answers

Common questions about this position

What experience is required for the Senior Manager, Service Consultant role?

The role requires 5+ years of relevant work experience in the financial services industry, particularly in relationship management or client support, along with a Bachelor’s degree or equivalent experience.

What key skills are needed to succeed in this position?

Key skills include a solid understanding of financial services and advisory business models, proven success in developing and managing networks internally, strong team orientation, and excellent verbal and written communication skills.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What does the team structure look like for this role?

This role is within the Relationship Management Team and reports to the Vice President, Relationship Management, as an integral member of the business unit and regional team.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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