Fidelity

Job Description:

The Role

As a Manager for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on identifying proactive efficiency opportunities, project management, high level initiatives and critical issues, and demonstrating strategic partnerships across the NF platform. The Manager is responsible for leading and developing the CM team, assisting with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our correspondent clients. In partnership with the Relationship Management team, you and your team represent a best-in-class service team and the face of Fidelity dedicated to your correspondent client and their business.

The Expertise You Have

• 10+ years of Financial Services experience; Brokerage Operations preferred
• Bachelor’s degree preferred
• Series 7 license required
• Series 24 license needed within first 6 months
• People management experience desired
• Client facing experience required
• Project management experience required
• Business analysis and consulting experience a plus

The Skills You Bring

• You will have outstanding interpersonal and client service skills
• Shown success in developing strong professional relationships
• Excellent problem solving and consultative skills
• You have influencing skills
• Industry/brokerage knowledge

The Value You Deliver

• Developing and maintain deep client relationships
• Driving strategic initiatives
• Optimizing the client service experience
• Improving operational efficiency
• Serving as a client advocate
• Interpersonal engagement

The Team

Fidelity Institutional Client Experience Division (CE) provides outstanding customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. We ensure a seamless and robust experience for our clients by developing positive relationships to build lasting trust, dedication, and satisfaction.

The base salary range for this position is $85,000-$144,000 per year. 

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. 

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Certifications:

Series 07 - FINRA

Category:

Client Service