About the role

  • Client Team Manager overseeing day-to-day management of Defined Benefit administration. Leading associates and maintaining client relationships at Fidelity Investments.

Responsibilities

  • Serve as primary point of contact for clients for Defined Benefit administration.
  • Prepare and participant in regular client service reviews and/or business planning meetings
  • Lead associates on your team in the capacity of workload, quality, and timeliness.
  • Provide timely feedback on performance in order for associates to lead their daily tasks/deliverables, progress on their development and address any outstanding performance issues.
  • Develop effective performance measures and work with the associates on goals and initiatives that will improve both the organization and the associates’ career development.
  • Prepare annual performance and bonus reviews for associates
  • Act as a technical resource and Defined Benefit professional for your associates, and lead by example for work ethic, professional conduct and nurture an atmosphere of continuous improvement
  • Work closely with senior management to meet business objectives and priorities.
  • Serve as a leader and run projects and/or initiatives for business unit
  • Work with our most sophisticated client base which includes: plan complexity, higher numbers of plans, participants, transaction volume, and special projects.
  • Provide fee estimate quotes on special projects requested by the client and lead those projects according to budget and timelines
  • Identify and communicate successful and efficient practices used for own client(s) that may be brought to bear across other clients and instituted as the defined benefit standard methodology
  • Play key role in new business activities including client meetings, proposal writing, final presentations, etc.
  • Draft and complete contracts for special projects and accountable for client financials

Requirements

  • Bachelor’s Degree or equivalent work experience
  • 7 + years in the Defined Benefit industry with 1 + year(s) of associate and client management experience
  • Excellent coaching and leadership skills required
  • Client consulting and leadership skills
  • Demonstrate leadership ability with self-motivation and determination
  • Project management and influence skills
  • Strong team and client management skills
  • A deep understanding of Defined Benefit processes and tools.
  • You must be technically inclined with application experience and proficiency (e.g., Excel, Word, Access, etc.)
  • Strong project management skills and the ability to balance/prioritize multiple projects and an understanding of risk and time management

Benefits

  • Health insurance
  • retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
  • Bonuses

Job title

Client Team Manager – Core Market Defined Benefit

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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