F
Not Specified Permanent

Not Specified, Texas · USA job

Manager, Client Service Implementation

Fidelity Investments

Not Specified, Texas

Job description

Overview

As Manager for FFIO Global Product Solutions, you drive asset management and investment product execution across launches, conversions, and product changes. You will coordinate with internal and partner teams to ensure timely, accurate fund-event delivery and a smooth customer experience. The role sits at the intersection of front-, middle-, and back-office operations to minimize disruption and costs while supporting Fidelity's product ecosystem. You will help shape onboarding and transition strategies in a fast-paced, client-focused environment. This is a meaningful opportunity to impact product delivery and client outcomes at scale.

Responsibilities
  • Coordinate with internal and third-party partners to deliver operational components of fund events
  • Support asset management, investment products, and distribution channels during portfolio launches, retirement plan conversions, mergers/liquidations, and product structure changes
  • Ensure consistency across front-, middle-, and back-office functions
  • Focus on improving the customer experience and reducing portfolio disruption and transaction costs
  • Design and implement client onboarding and transition strategies
Key requirements
  • 7+ years of experience preferred
  • Effective written and verbal communication
  • Fund operations experience in accounting, valuation, or custody
  • General investment product knowledge including pricing, structures, regulatory framework, and/or distribution
  • Familiarity with portfolio transition management, security settlements, and foreign markets
  • Bachelor's Degree or equivalent
  • effective written and verbal communication
  • customer-focused mindset
  • cross-functional collaboration
  • fund operations (accounting, valuation, custody)
  • portfolio transition management
  • security settlements

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