Job Description:

Your passion to coach, develop, and lead others enables you to build a culture of associate engagement and deliver exceptional business results. You understand the ins and outs of what it takes to be successful and motivate others to achieve their goals. Participant Services associates provide Defined Contribution, Defined Benefit, Tax Exempt, and Health & Welfare education and solutions to our customers with a mission of helping participants navigate their workplace benefits while delivering an extraordinary customer experience. You’ve got the service gene and inspire others to put it to use!

The Expertise We’re Looking For

2+ years of management experience, preferably in a service-related role

WI product knowledge (DC, DB, and/or TEM) preferred

College degree or comparable work experience

The Purpose of Your Role

You are an influencer who consistently makes a positive impact. You are passionate about coaching, managing, and leading approximately 20 associates to work collectively towards a common goal. You’re a motivator, energized by a dynamic environment and passionate about change. You can coach to key behaviors that help drive business results and empower others to embrace feedback and cultivate an environment focused on growth and development. You inspire others to create the best customer experience possible. In addition to leading your team, you’ll take a leadership role in a dynamic organization, partnering with your peer managers to build a positive and engaging site culture and associate experience.

The Skills You Bring

Your exceptional interpersonal and client service skills

An ability to manage a multi-goal scorecard and develop responsive action plans based on your experience and root cause analysis

Your ability to coach and engage associates in identifying roadblocks they’re facing and help them overcome obstacles

You’re a problem-solver and inspire creative solutions

You have strong communication skills

You know how to adapt and be flexible when the business changes

Your proven ability to build relationships across the organization

The Value You Deliver

Building lifetime relationships and playing a critical role in associate experience

You will help find opportunities within the business to help create solutions for success

Supporting associates daily and coaching to desired behaviors

Cultivating an environment of passion, growth, and development

Leading others through change

Implementing standards for optimized delivery performance aligned with industry standard

Communicating the state of project work to impact results on a site level

Partnering with different groups across the organization to align and inform others of future development

Carefully managing, monitoring and reporting results along with assessing and mitigating risk

How Your Work Impacts the Organization

Participant Services Managers are the front-line leaders of our organization. The effort and success our financial associates bring to the firm is a mirror image of the value you bring. Our associates are the key element to success as we know and believe that an excellent customer experience can turn into a lifetime relationship for Fidelity. Your talent and skills are invaluable and appreciated by all.

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working(opens in a new tab)

Certifications:

Series 07 – FINRA, Series 09 – FINRA, Series 10 – FINRA, Series 63 – FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.