Vice President, Brokerage Client Experience Operations - Smithfield, United States - Fidelity TalentSource LLC

Fidelity TalentSource LLC Smithfield, United States

4 weeks ago

Description

Job Description:

Are you an experienced financial services professional with a proven ability to deliver results that help respond to the needs of complex financial intermediary clients?\u00A0 Help us grow our institutional business and strengthen relationships within the Fidelity Clearing & Custody Solutions (FCCS) organization. The CE Custody Vice President is responsible for providing business planning, direction and leadership to the Custody s Service Teams which are in Smithfield RI and Westlake TX as well as leading strategic initiatives and representing the CE Custody organization within broader FI.

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The Expertise You Have

A minimum of 10 years of relevant full-time work experience, including, but not limited to people management, project management, program management and brokerage service/operations.
Knowledge of FCCS RIA custody: clients, products, and client experience operations
Undergraduate degree is required; MBA is strongly preferred.
Strong people management skills
Series 7 & 24 lincenses required day #1 on the job.
Executive presence and confidence to present a point of view to senior level decision makers, strong public speaking skills and ability to engage an audience.
Experience leading project-based work across an organization; strong knowledge of data analytics to address business problems.
Experience with XTRAC, Salesforce, Excel, PowerPoint

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The Purpose of Your Role

The Vice President will play a leadership role in supporting the overall daily operations as well as leading/supporting the evaluation, development, and assessment of individual goals and initiatives. The Custody VP will also be responsible for leading the team and providing strategic direction for the organization. The role involves coordinating and acting as a primary contact for team efforts with business partners across multiple functions, including Relationship Management, Sales, Technology, Product, Finance, and Consulting. Your role will also champion change in the custody client management organization that creates a better client and associate experience.\u00A0 Working with our many partners in FCCS, Product, Technology, Human Resources and Finance, you will drive initiatives that enhance our custody client service model and deliver on KPI goals. You will report to the senior vice president of the CE Custody client management team.

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The Skills You Bring

Proven leadership and experience leading complex groups and strategic initiatives
Strong communication (written and verbal) with the ability to influence all levels, Executive presence.
Demonstrated ability to work with ambiguity and solve large/complex problems.
Project management, including prioritizing and managing multiple projects simultaneously.
Good listener and collaborator / team player
Able to effectively juggle multiple competing priorities to drive business results.
You are able to partner with team members to reach decisions that are good for the client, the firm and associates.\u00A0

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The Value You Deliver

Providing leadership for your segment, including prioritizing various initiatives, aligning the segment leadership teams goals, and helping our segment leaders navigate the overall organization.
Leading the development, management, and communication of the FI Custody s segment specific goals and initiatives
Providing ad-hoc support to client escalations, business communications and planning exercises
Coordinating across Fidelity Clearing and Custody Solutions and the broader Fidelity on ad-hoc presentations to senior management
Leading strategic initiatives to drive business results.
Driving and fostering a customer obsessed culture

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How Your Work Impacts the Organization

The Client Experience (CE) team drives the service strategy and initiatives for clients of Fidelity Clearing & Custody Solutions (FCCS).\u00A0 In the clearing space, these intermediaries include banks and broker dealers Fidelity Clearing and Custody Solutions (FCCS) provides clearing, custody, and technology solutions to financial intermediaries including broker/dealers, registered investment advisors, bank & trust institutions, third-party administrators, and family offices.\u00A0 FCCS currently generates $1.8B of annual revenue and provides scale to the rest of the Fidelity brokerage platform.\u00A0 FCCS has experienced unprecedented growth of assets, revenue, and profit over the last 5 years and now contributes materially to the overall bottom line for Fidelity.

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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

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 Accommodation Team by sending an email to

, or by calling , prompt 2, option 3.

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