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- Job Description Respond to client requests for new project initiatives... ...relationships through service and technology lead... ...localization services and technology implementations. Monitor and communicate... ...experience in client-facing account management or client service...ImplementationTemporary workWork at officeFlexible hours
- ...Charles Schwab Corporation in Austin, TX is seeking a Senior Manager for Retail Client Experience to lead strategy and execution across key... ...leaders through executive-level communication, stand up implementation programs with technology partners, and ensure delivery aligns...Implementation
- rand* construction corporation seeks an experienced Project Manager to oversee project organization and implementation while ensuring client satisfaction. The ideal candidate will possess a degree or equivalent experience, along with technical knowledge of architecture...Implementation
- ...specified location. The Retail Client Experience team is... ...enterprises (e.g., Investor Services, Operations, Marketing, Technology... ...strategy, offer design, product management, process improvement, and... ...serves clients Standing up implementation programs to define requirements...ImplementationWork experience placementWork at office
$190k - $300k
...seeking an Advisory Director Client Relationship Executive - Cyber... ..., and executive relationship management — shaping how capabilities... ...defined governance, and practical implementation plans (not just scopes and hours) Position GT's full-service Advisory approach — uniting...ImplementationWork at office$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- ...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
- ...for the Supervisor, Customer Service role at BioSpace Overview... ...a team of Associate Account Managers and Invoicing Specialists, driving... ...from ideation to implementation. Perform regular workflow activities... ...2+ years of experience in a client-facing role with a similar...ImplementationFull timeTemporary workWork at office3 days per week
- ...We Want As the Director of Client Success for Arrive Fresh, you... ...our specialized delivery services. What You’ll Do Direct the... ...and revenue numbers. Build, manage, and leverage cross-departmental... ...tasks. Manage customer implementations and design custom logistics...ImplementationWork experience placementCasual workWork at officeLocal areaImmediate startRelocationRelocation packageDay shift
- ...Traveling Project Manager- Self Perform (AFG) Location: Kansas City, MO, US, 64106... ...on cutting-edge work to serve innovative clients on large Industrial & Manufacturing, Data... .... This position will fully implement and manage the operation and administration...ImplementationContract workFor subcontractorRelocation
- SBM Management Services, LP in Austin, TX is seeking an Operations Director to lead policy implementation and drive profitability while ensuring client satisfaction. The role requires managing costs, expanding strategic accounts, and presenting insights to stakeholders....Implementation
$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- ...the time throughout the United States. Role Summary The Project Manager 2 will provide overall direction and leadership on moderately... ...portion of large construction projects. This position will fully implement and manage the operation and administration of projects. All...ImplementationContract workFor subcontractorRelocation
- ...providing operational excellence, financial management, team leadership and relationship... ...incidents and retrains staff as needed and implements corrective action. Corporate Leadership... ...across all areas of the project lifecycle. Client Relationship Management: Serves as the...ImplementationFor subcontractorNight shift
- 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
- JAMS is seeking a Case Manager to provide vital administrative and operational support to... ...management fundamentals, maintaining excellent client relationships, and contributing to the... ..., while delivering exceptional client service in a fast-paced environment. #J-18808-Ljbffr...
$141k - $290k
Weaver is seeking a Senior Manager for its Private Client Services to provide federal tax compliance and planning services for high-net-worth individuals and privately-held businesses. The ideal candidate will have a CPA and at least 7 years of experience. This role involves...Flexible hours$141k - $290k
Position Profile Weaver 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 compliance and planning services to high‑net‑worth individual clients and privately‑held businesses...Flexible hours- ...Austin, TX is seeking a Commercial Lines Account Manager to provide support to Producers for maintaining and servicing commercial lines accounts. Responsibilities... ...negotiating terms with carriers, and ensuring smooth client communications. The ideal candidate should have...
$141k - $290k
...Senior Manager Tax Position Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different... ...Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax...Immediate startFlexible hours- ...Description: Title: Account Manager – Employee Benefits... ...Plans Supporting: Shared Services - provides service support... ...direction. Responsibilities include client service and communication,... ..., and service levels, implementation of client benefits administrative...ImplementationRemote work
- ...and investing in AI-powered service, deeper member engagement, and... ...ResponsibilitiesMaximize overall client retention rates for enterprise key accounts focused on managing their assigned book of... ...all parties.Lead new business implementation efforts for enterprise / large...ImplementationFull timeContract workRemote workWork from homeMonday to FridayWeekend 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...
- ...is seeking an Associate Technical Account Manager to deliver technical support and guidance... ...TX. The role emphasizes customer-centric service, effective communication, and strong... ...expertise across Yardi products to drive successful client outcomes. #J-18808-Ljbffr RXinsider
$145k
...is seeking a strategic Account Manager to serve as the primary post-sale... ...Austin. This role ensures successful implementation, member satisfaction, and long-term client retention while identifying... ...Management & Retention Resolve service issues, billing discrepancies, and...ImplementationFull timeWork at office- ...career while making a real-world impact. Client Services Supervisor (Round Rock, TX) We're... ...identify service or operational gaps, and implement improvements with leadership. Support... ...improvement skills, with the ability to manage competing priorities in a fast‑paced environment...ImplementationFull timeWork at officeLocal areaNight shift
- ...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
- ...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... ...Owned Business. We provide our clients with premier professional...ImplementationFull timeContract workPart timeWork experience placementWork at officeImmediate startRemote workWork from homeFlexible hours
$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
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