Manager, Global Client Services

Job Description

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Are you interested in building a career focused on Client Management? Can you work collaboratively with colleagues across the globe to help oversee an existing book-of-business? If so, we are excited to speak with you about a Manager, Global Client Services role focused on supporting the retention and growth of Fidelity’s investment capabilities within Fidelity’s Institutional Client Group (ICG) organization.

ICG is the institutional distribution arm of Fidelity’s Asset Management business with responsibility for managing the investment relationships with Global Fortune 500 and large public sector clients. We are looking for an experienced financial services professional that has familiarity with investment products relevant to both the Defined Benefit and public market segments. The key areas of responsibility include supporting our global relationship management and distribution team as they engage with clients, prospects and external consultants located around the world. These key areas of focus will require investment and financial acumen, attention to detail, and follow through, while working across a demanding…but collaborative culture.

The Experience and Skills You Have

• Bachelor’s degree required, advanced degree or global experience a plus
• Minimum 3-4 years of product and industry experience – Fidelity experience desirable
• FINRA Series 7 and 63 required or must be obtained within 90 days of hire
• Familiarity with Defined Benefit and public sector investments
• Talent for effectively communicating across cultures – both verbally and in writing
• Desire to learn and work across a diverse geographic footprint
• Ability to work on-site and remotely and accommodate minimal travel requirements

The Purpose and Value of Your Role

The primary goal of the Manager, Global Client Services is to maintain an existing book of business and help drive AUM growth across our global distribution network. In this role you will support an experienced US-based Sales and Relationship Management team as they engage with distribution partners across the globe. Core responsibilities include:

• Implementing new global accounts
• Handling day-to-day service requests from across the globe
• Coordinating new business proposal responses and development of marketing collateral
• Providing oversight of sub-advisory agreements and pricing arrangements
• Building relationships and establishing strategy sessions with US and Global Sales teams
• Managing Sales opportunities through their lifecycle in Salesforce CRM
• Presenting updates on Sales activity, campaign efforts, and key areas of focus for internal audiences

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