Job Description:
Are you interested in building a career focused on Client Management? Can you work collaboratively with colleagues across the globe to help oversee an existing book-of-business? If so, we are excited to speak with you about a Manager, Global Client Services role focused on supporting the retention and growth of Fidelity s investment capabilities within Fidelity s Institutional Client Group (ICG) organization.
ICG is the institutional distribution arm of Fidelity s Asset Management business with responsibility for managing the investment relationships with Global Fortune 500 and large public sector clients. We are looking for an experienced financial services professional that has familiarity with investment products relevant to both the Defined Benefit and public market segments. The key areas of responsibility include supporting our global relationship management and distribution team as they engage with clients, prospects and external consultants located around the world. These key areas of focus will require investment and financial acumen, attention to detail, and follow through, while working across a demanding but collaborative culture.
The Experience and Skills You Have
- Bachelor s degree required, advanced degree or global experience a plus
- Minimum 3-4 years of product and industry experience Fidelity experience desirable
- FINRA Series 7 and 63 required or must be obtained within 90 days of hire
- Familiarity with Defined Benefit and public sector investments
- Talent for effectively communicating across cultures both verbally and in writing
- Desire to learn and work across a diverse geographic footprint
- Ability to work on-site and remotely and accommodate minimal travel requirements
The Purpose and Value of Your Role
The primary goal of the Manager, Global Client Services is to maintain an existing book of business and help drive AUM growth across our global distribution network. In this role you will support an experienced US-based Sales and Relationship Management team as they engage with distribution partners across the globe. Core responsibilities include:
- Implementing new global accounts
- Handling day-to-day service requests from across the globe
- Coordinating new business proposal responses and development of marketing collateral
- Providing oversight of sub-advisory agreements and pricing arrangements
- Building relationships and establishing strategy sessions with US and Global Sales teams
- Managing Sales opportunities through their lifecycle in Salesforce CRM
- Presenting updates on Sales activity, campaign efforts, and key areas of focus for internal audiences
Certifications:Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.