Manager, Client Service Implementation
Fidelity Investments
Job Description:Manager – FFIO Global Product SolutionsNote: Fidelity will not provide immigration sponsorship for this position. The RoleThe FFIO – GPS Manager will support asset management, investment product and the distribution channels in the execution of portfolio launches, retirement plan conversions, mergers/liquidations, and product structure changes. This is done via coordination with internal and third-party business partners to provide timely, accurate delivery of operational components of fund events. The manager is focused on consistency, works across front-, middle-, and back-office functions, and is focused on improving the customer experience.The Expertise and Skills You Bring(The order of these bullets does not matter)7+ Years of experience preferredEffective written and verbal communicationFund operations experience in one or more areas: accounting, valuation, custodyGeneral investment product knowledge including product pricing, investment structures, regulatory framework, and/or distributionFamiliarity with portfolio transition management, security settlements, foreign marketsBachelor’s Degree or equivalentThe TeamThe Manager FFIO Global Product Solutions will join a team of customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of the Fund Administration unit within FFIO and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while enhancing the customer experience. Fidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Category:Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.SummaryLocation: Westlake, TXType: Full time
$112.88k - $179.48k
...what we can achieve. Together.SummaryThe Manager, Client Accounts, working in collaboration... ...thought leadership in the development and implementation of best practices in Billing processes... ....Tracks team metrics, analyzes service-level trends, and implements solutions...ImplementationFull timeWork at officeRemote workRelocationVisa sponsorshipRelocation package- ...for a talented Senior Project Manager, Industrial Water who wants... ...’s focused on helping our clients, colleagues and communities... ...level business strategies and implementation planning. All Stantec industrial... ..., accountability, client service, and continuous improvement....ImplementationFull timeContract workTemporary workPart timeFor contractorsInterim roleCasual workLocal areaFlexible hours
- ...Head of Client Services About the Company Digital service firm managing client relationships, project delivery, and account growth Industry Marketing... ...client issues, and managing enterprise digital implementation projects to meet deadlines and budget requirements...Implementation
$150k - $180k
...Leadership Team, the Sales Director, Ecommerce Client Services plays a vital role in both the... ...a team that may include, Account Managers, and Associate Account Managers, Program... ...pursuits, enterprise pitches, and new client implementations. Identify opportunities to introduce...ImplementationContract workSummer workWork at officeLocal areaRemote workRelocation1 day per week$195.8k - $348.3k
...to ensure our platforms and services are resilient and robust. While... ...team as the Senior Director Client Engineering. This role is... ...for the end-to-end strategy, management, and delivery of enterprise... ...technology teams. Experience implementing innovative solutions and...ImplementationFull timeWork experience placementWork at officeLocal area- ...providing operational excellence, financial management, team leadership and relationship... ...incidents and retrains staff as needed and implements corrective action. • Corporate Leadership... ...all areas of the project lifecycle. • Client Relationship Management: Serves as the...ImplementationFor subcontractorNight shift
- ...Description: Lead, direct, and coordinate management of Self-Perform Operations (SPO)... ...pursuit, staffing, proactive planning and implementation, budget, and risk management. Essential... ...staff. Develop and improve assigned client relationships fostering trusted advisor...ImplementationPermanent employmentContract workTemporary workFor contractorsWork at officeRelocation
$141k - $290k
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities... ...is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax...Full timeImmediate startFlexible hours- ...related to new business development and client satisfaction by leading and coordinating... ...regarding the company's performance and service, addressing and resolving client complaints... ..., preparing detailed reports for senior management, and making recommendations on actions...Full timeLocal areaImmediate start
- ...Head of Client Delivery About the Company Fast-growing company building AI and automation... ...be responsible for client onboarding, implementation, and ensuring long-term success and... .... This role requires a leader who can manage multiple client implementations, maintain...ImplementationRemote work
- Endeavors in Austin, TX is seeking a Case Manager to provide crisis intervention and comprehensive case management services in alignment with state and federal standards. The... ...developing program plans, and advocating for clients to access necessary services. The ideal...Immediate start
- ...period of growth. We are seeking a highly organized, client-focused Account Manager who combines the relationship-building skills of an agency... ...problems before they impact the client experience. They bring a service-oriented mindset, commercial awareness, strong follow-...Seasonal workWork at office3 days per week
- EY is seeking a senior tax professional to join our Financial Services Organization EDGE practice in the US. The role focuses on delivering tax compliance and advisory services to high-net-worth clients, including privately held companies and their owners. You will lead...Local area
- ...best for our customers.About the Role: The Account Manager position independently manages assigned client service deliverables and contributes to client strategy... ..., timeline monitoring and participation in the implementation process. • Oversee the maintenance of current...ImplementationFull timeContract workTemporary workWork at officeLocal areaRemote work
- ...Description Job Summary Dennis Group Safety Managers assist in the development, management, and implementation of a Health and Safety Program for all of Dennis... ...projects as required. Review safety programs with client representatives and governmental agencies...ImplementationFull timeFor contractorsWork experience placementFor subcontractorInternshipLocal area
- ...Finance & Accounting Advisory – Manager Managers at CFGI work... ...teams and interact with clients and their Big 4 auditors on... ...Process improvement projects and implementation of changes. Lead and... ...delivering exceptional client service and driving positive outcomes...ImplementationWork at officeRemote work
- LifeWorks of Austin, TX is seeking a Case Manager to join our Housing team. You will provide community-based case management, advocate for clients, coordinate services, and support crisis intervention to help clients secure housing and stabilize their lives. The role requires...
- ...supports secure, reliable, and easy-to-use client login experiences. In this role, you will... ...development teams to align priorities, manage risk, remove barriers, and support a culture... ...28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave...Work at office
- ...critical capability that supports secure, reliable, and easy-to-use client login experiences. In this role, you will guide a distributed... ..., business, and development teams to align priorities, manage risk, remove barriers, and support a culture of collaboration, accountability...Full timeWork at office
- Makai Labs is seeking a Project Manager to own the delivery of AI-powered client and platform projects, collaborating with the Product Owner to determine what... ...closely with engineers, designers, product, client services, and client stakeholders to keep projects on schedule...Remote job
$75k - $90k
...Description Employee Benefits Account Manager Salary: $75,000 – $90,000 +... ...benefits accounts, providing exceptional client service, and collaborating closely with Producers... ...with marketing, RFP preparation, and implementation of benefit plans. Handle renewals,...ImplementationWork at officeFlexible hours- ...Risk provides first line risk management support to the four business units in Workplace Services: Retirement Plan Services, Retirement... ...will be responsible for implementation of initiatives related to both... ...risk to the firm and improve client experience. This role will require...Implementation16 hoursFull time
- ...Technology and Business consulting services. We are in search of a... ...DESCRIPTION OF SERVICES:Client requires the services of 2 Business... ....Support development and implementation of various initiatives.... ...knowledge of Agile project management methodology/practices.Preferred...Implementation
- ...Technology and Business consulting services. We are in search of a highly... ...Team. Job Title: Project Manager 2 Location: Austin, TX. DESCRIPTION OF SERVICES:Client requires the services of 1... ...on the development and implementation of modifications and enhancements...ImplementationFor contractors
$110k - $150k
...We're looking for a Senior Account Manager to own the definition and success... ...that executes the build. You'll run implementations for both enterprise clients and internal clients across our... ...industry client context (financial services, pharma, healthcare) where compliance...Implementation$150k - $175k
We have an exciting opportunity for a Senior Manager, Client Development - Pitch and Proposal at Eversheds Sutherland (US) LLP. We are searching... ...role in a large, multi-office law firm or other professional services firm is required.Skills:Exceptional writer and communicator...Full timeWork at office3 days per week- ...expand market share for AMD client products within Dell's Commercial... ...executive-level relationship management, operational discipline, and... ...shared sales priorities. Implement scalable sales and technical... ...agencies, or fee-based recruitment services. AMD and its subsidiaries are...
- ...Technology and Business consulting services. We are in search of a highly... ...Title: Process Improvement Manager 3. Location: Austin, TX. I. Description of Services:Client requires the services of... ...Supporting the development of implementation roadmaps and change management...ImplementationFor contractors
- ...sales efforts to State and Local clients through their entire Salesforce implementation journey, including opportunity... ...identification, qualification, opportunity management, finalizing contracts, and post-... ...CFG Cloud for Good is a client-service organization, and as a member of...ImplementationPermanent employmentWork at officeLocal areaRemote workHome office
- ...guideline only. At Sawdey Solution Services, we recognize that... ...feedback, end-user feedback, and implementation of customer-approved action... ..., billing, and relationship management. Responsible for ensuring... ...Business. We provide our clients with premier professional services...ImplementationFull timeContract workPart timeWork experience placementWork at officeImmediate startRemote workWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, Client Service Implementation. Be the first to apply!
- customer care manager Austin, TX
- senior director of client services Austin, TX
- manager customer service Austin, TX
- director of customer service Austin, TX
- director of client services Austin, TX
- contact centre manager Austin, TX
- director client management Austin, TX
- assistant service manager Austin, TX
- service supervisor Austin, TX
- automotive service manager Austin, TX




