Senior Premium RIA Client Experience Manager
Fidelity Investments
Fidelity in Smithfield, Rhode Island is seeking a Client Service Manager III to serve as the primary point of contact for a select group of Registered Investment Advisors. This role involves managing complex client relationships, educating clients, and resolving operational needs. The ideal candidate will have over five years of financial services experience, a Series 7 license, and strong analytical skills. Excellent communication and leadership capabilities are essential for success in this fast-paced environment. #J-18808-Ljbffr Fidelity
- ...Fidelity Investments is seeking a Client Service Manager III in Smithfield, Rhode Island, who will... ...contact for Registered Investment Advisors (RIAs). You will manage complex client... ...Bachelor’s degree and 5+ years of relevant experience, along with Series 7 certification....Senior
- ...Client Service Manager I / II (Custody) – Wealth Client Experience Time onsite: required to work most days in... ...Investment Advisors (RIAs) that custody their clients... ...‑market advisors Premium – works with the largest... ...operations management, or senior director roles. The...SuggestedWork at office
- ...Client Service Manager (I / II) Do you want to work for a fast paced, growing... ...operations and/or service experience in the financial services industry... ...Investment Advisors (RIAs) that custody their clients... ...: Emerging, Preferred, and Premium. The Client Service Manager...SuggestedWork at office
- ...Job Description The Client Service Manager III (CSM III) serves... ...Investment Advisors (RIAs) who have custody assets... ...primarily within the Premium segment. This role is... .../or client service experience in financial services... ...Operations Manager, Senior Director) The team is...SuggestedWork at office
- ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations... ...Investment Advisors (RIAs) within Fidelity’s... .../or client service experience in financial services... ...(CSM II focus)* Premium - largest and most... ...Manager or Senior Director**How Your Work...SuggestedWork at office
- A leading financial services firm is seeking a Manager for Client Service in Smithfield, RI. The role involves collaboration across teams to... ...operational processes. Candidates should have 5+ years of experience in Brokerage Operations, strong analytical skills, and possess...
- ...Soteria Reinsurance Ltd. is seeking a Client Service Manager II to be the primary contact for Registered Investment Advisors within Fidelity... .... The ideal candidate will have 5+ years of client service experience, Series 7 certification, and strong communication skills. The...Full time
- ...Soteria Reinsurance Ltd. seeks a Client Service Manager III to provide dedicated service to Registered Investment Advisors (RIAs) in the Premium segment. This role demands handling complex client relationships and operational needs. The ideal candidate will possess strong...Work at office
- ...Fidelity is seeking a Client Service Manager I / II to support Registered Investment Advisors (RIAs) in Smithfield, RI. In this role, you will manage client satisfaction... ...ideal candidate will have over 5 years of experience in the financial services sector and a Series...
- ...Sales & Relationship Management Client Service Manager II - (Custody) - Wealth Client Experience Published: May 13 ID: 2129360 Time onsite: blend of both onsite and offsite... ...II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity This role is...Work at office
- ...Job Description: The Role The Client Service Manager II (CSM II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity This role... ...ensuring an overall world class client experience The CSM II is expected to be key contributors...Work at office
$75.4k - $199.14k
...a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues... ...creating optimal experiences for customers, members, clients and colleagues. The Senior Manager of Enterprise Customer Experience Analysis will play a...SeniorHourly payFull timeTemporary workLocal area- ...Fidelity Investments is seeking a Client Service Manager II to support Registered Investment Advisors... ...involves serving as a liaison between RIAs and internal business partners,... ...years of financial service operations experience, a Bachelor's degree, and a Series 7 certification...
- ...Soteria Reinsurance Ltd. is looking for a Director of Architecture to shape the technical vision across digital experience channels. This pivotal role requires a candidate with strong experience in software engineering and solution architecture, focusing on scalable solutions...Senior
$90k - $100k
...the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there... ...Fortune Best Workplaces in Financial Services & Insurance Client Service Manager - Casualty Claims Experience Required (Auto, GL or WC) -...Flexible hours- ...A leading financial services company is seeking a Senior Manager, Premium Support Engineer to act as a technical authority for enterprise customers... ...7 years in technical account management and extensive experience with AWS and enterprise data platforms. The successful...Senior
- Fidelity is seeking a Manager, Client Service in Smithfield, RI to join a dynamic team focusing on evolving brokerage processes. The ideal candidate will have over 5 years of experience in Brokerage Operations or Customer Service, possess strong analytical skills, and a...
- ...credit union in Rhode Island seeks an AVP Credit Card Portfolio Manager to oversee consumer and business credit card portfolios. This... ...analytics. Ideal candidates will have at least 3 years of experience in credit card management, strong analytical and problem-solving...Senior
- ...seeking a Consultant for Wealth Product and Experience, focusing on improving customer... ...Responsibilities include conducting customer research, managing the development life cycle, and collaborating across teams to ensure a seamless client experience. This position is hybrid,...
$50 - $56 per hour
...business or related field. ~6+ years of relevant industry experience, including a strong understanding of risk and control documentation... ...and governance. ~ Knowledge of financial services risk management and the regulatory environment, particularly within the...SeniorHourly payShift work$50 - $56 per hour
Fidelity Management & Research Company is seeking a Risk Analyst to join the Corporate Risk team in Smithfield, Rhode Island. In this role... ...hold a Bachelor's degree and have over 6 years of relevant experience, particularly within investment management. Excellent communication...SeniorHourly pay$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with...SeniorHourly payContract workFor contractorsWork experience placementRemote work- Pearson is seeking a Lead Specialist, Client Partner, responsible for driving growth and managing complex client partnerships. You... ...as a trusted advisor to senior stakeholders, ensuring disciplined... ...ideal candidate has over 8 years of experience in enterprise sales with a...Senior
$130k - $150k
...HVAC Estimator to prepare cost estimates for diverse projects. The ideal candidate has 10+ years in mechanical estimating, with experience in commercial and government bids. Offering a salary between $130K-$150K DOE, the position includes full medical benefits, profit...Senior- ...UMB Bank is seeking a Credit Portfolio Manager to manage a portfolio of Business Banking and Small Business Banking loans. In this... ...position. A Bachelor's degree in a relevant field and significant experience in underwriting Business Banking loans is required. The role...Senior
- Soteria Reinsurance Ltd. is seeking a Client Service Manager I / II in Smithfield, RI to support Registered Investment Advisors. This role focuses... ...should have a Bachelor's degree and 5+ years of relevant experience, including the required Series 7 license. The position...
$150k - $175k
...level. The provided salary depends on many factors, such as work experience and transferable skills, business needs and impact, and market... .... Position Overview Havoc is seeking a Sr. Capture Success Manager to lead and operationalize strategic growth opportunities from...SeniorFull timeContract workWork experience placementFor subcontractorRemote workWork from homeHome office- Fidelity Investments is seeking a Client Service Manager in Smithfield, Rhode Island. The role involves servicing, educating, and resolving day... ...will have a Bachelor’s Degree and over 5 years of experience in the financial services industry. An integral part of the...
$143k - $243k
...future of pharmacy with us. Senior Principal Actuary - REMOTE... ...existing and potential owners and clients. This position will create... ...areas of Prime, and senior management on pricing initiatives, data... ...~10 years of actuarial work experience. ~ Actuarial designation (ASA...SeniorWork experience placementLocal areaRemote workVisa sponsorshipWork visa$120k - $150k
Esler Companies is seeking a Senior Financial Analyst to support financial planning and analysis across the organization. This critical... ..., excellent communication abilities, and a minimum of 7 years experience in financial analysis. The position offers competitive medical,...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Premium RIA Client Experience Manager. Be the first to apply!
- engagement manager Smithfield, RI
- client relationship manager Smithfield, RI
- client service manager Smithfield, RI
- client executive Smithfield, RI
- client engagement manager Smithfield, RI
- client services coordinator Smithfield, RI
- client services supervisor Smithfield, RI
- client manager Smithfield, RI
- engagement director Smithfield, RI
- client experience manager Smithfield, RI


