Job Description:

As a FI Clearing Product Utilization Manager, you are responsible for winning client agreement to deploy and use digital tools and efficient workflows.  Consult with clients and internal product managers to understand the products and configuration that optimize the broker-dealers’ experience on the Fidelity platform.

The Team 

Fidelity Institutional Client Experience Division (CE) provides superior customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. The PUM ensures these broker-dealer clients operate efficiently on the platform by deploying & utilizing efficient tools & workflow.  

The Expertise You Have 

·         3+ years Technology Deployment, Brokerage Operations and/or Service experience 

·         Client facing experience highly preferred 

·         Project management experience preferred 

·         Consultative sales experience preferred

·         Consulting experience a plus 

·         Relevant Bachelor’s degree preferred  

The Skills You Bring  

·         Exceptional interpersonal and client service skills 

·         Problem solving and consultative sales skills 

·         Ability to manage execution of initiatives  

·         Industry/brokerage knowledge 

The Value You Deliver  

·         Optimize the client service experience by winning agreement to deploy & use digital tools and efficient workflows. 

·         Responsible for regular, internal reporting on tool usage & opportunity

·         Ensures external & internal product feedback is effectively communicated to Technology, Product & senior leaders.

·         Assist with product pilots 

·         Create a tool adoption handbook to help Client Managers drive adoption

·         Identify resource needs & contribute to development, e.g., assist with developing a product-specific handbook or training. 

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.