Job Description:
The Role
A Managed Platform Service Manager is responsible for the servicing of the Fidelity Managed Account Xchange (FMAX) to Fidelity Custody & Clearing Services clients. The Service Manager is responsible for developing relationships with clients, responding to inquiries, executing tasks, engaging with third parties to resolve tasks and meeting the clients' needs and business expectations.
The Expertise and Skills You Bring
Bachelor's degree required
Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)
Client facing service experience required
Managed Account experience preferred
Series 7 & 63 preferred
You are obsessed with delivering a superior client experience to our financial intermediary client base
You are self-driven to learn and understand how platform design impacts the customer experience
You can make decisions and act without the total picture
You can comfortably handle risk, uncertainty and change
You possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues
Excellent verbal and written communication skills
The Team
The Managed Platform Service team will consist of Fidelity associates who consult regularly with RIA and Broker-Dealer firms to service their managed account business. The team utilizes internal systems as well as third party managed and financial planning platforms. The team is part of a larger group, that falls under the Client Experience division within Fund and Brokerage Operations & Technology (FBOT). Associates within Client Experience are responsible for the majority of a client's interactions with Fidelity and is therefore primarily responsible for the client 'experience' with the Fidelity brand. As a Managed Platform Service Manager, you rely on and are relied upon by multiple teams within and outside CE to ensure the managed platform is fully integrated within the clearing and custody offering which includes internal systems, policies and procedures.
Certifications:
Category:
Client ServiceFidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.