Fidelity Investments
FCAT Relationship Manager / Client Engagement Manager
Fidelity Investments, Boston, Massachusetts, us, 02210
Job Description:The Role
Since 1999, the Fidelity Center for Applied Technology (FCAT) has served as an innovative technology resource for Fidelity Investments. We share our research, experiments, and concepts with colleagues and clients to propel our firm forward.
As part of the FCAT Strategy and Planning organization, the Fidelity Experience Center (FXC) located within FCAT at corporate headquarters in Boston, MA is an award-winning innovation hub and experience destination designed to showcase Fidelity innovation. The team is responsible for preparing, delivering, and supporting client & associate briefings virtually, in person, and through hybrid formats.
This role will be 100% onsite in Boston, MA.
The Expertise We’re Looking ForBachelor’s degree or equivalent experience5 years industry experience; 3 years of Fidelity experience preferredSuperior presentation skills: public speaking, group facilitation, active listeningExternal client experience preferredDirect sales experience preferredTechnically savvy, able to trouble shoot tech issues independently and confidently
The Skills You BringManage client expectations and needs for Fidelity sales and relationship management teamsDefine critical path of project, anticipate potential obstacles and act to overcome themDemonstrate a comprehensive grasp of new technologiesCurious to research, discover, and apply/share new technology and business learningsContribute to and encourage new ideas; build on suggestions of othersDeliver effective Briefings/Tours with real-time adaptability to address prospect/client needsAct as an ambassador of Fidelity values and demonstrate good judgment with situational intelligenceEffective project management and organizational skillsOutstanding verbal and written communication skillsWork collaboratively and build strong working relationshipsEffective time management skills and ability to work in a fast-paced environmentAbility to interact easily with various levels of management within the organizationOutstanding attention to detail and follow-through; ability to implement seamlesslyStrong Microsoft Outlook, Excel, Word, PowerPoint and Adobe skills
The Value You DeliverEstablishes full project plans for client engagement activitiesEngages with Fidelity BUs on a regular basis to build a common understanding of needs and opportunities for FCAT to innovate for business success; briefs BUs on FCAT’s innovation portfolio and strategic multi-year prioritiesHas tactical responsibility for the end-to-end execution and success of FCAT client engagementsWorks across groups to proactively find opportunities for organization-wide technology evaluation and demonstration initiativesPrepare and deliver multiple FCAT Client Briefings/Tours per week, requiring
Knowledge of Fidelity business content and IT roadmapThorough understanding of technology concepts and topicsUnderstanding of current initiatives within FCAT and Fidelity LabsDemonstration of current FCAT initiatives, via both live and virtual meansDelivery of customized client experiences to support Fidelity’s various business unit sales and relationship management goalsCreation of new content to update and improve the FCAT tour experienceAssist in the maintenance of the display technology required to conduct tours and identify improvements to the design or functioning of the technologyParticipate in strategic projects and presentations designed to promote Fidelity's ability to convey our premier innovation story.
The Team
Our team conducts tours of the Fidelity Experience Center and delivers presentations to internal groups and external businesses to showcase innovation. The team helps to connect Fidelity business units with FCAT initiatives to provide an understanding of current and planned projects, the benefits of new ideas and emerging technologies that may be of value in the next 3-5 years and beyond.
Reporting to the Head of Marketing and Engagement, the Relationship Manager (RM) will help to tell Fidelity’s innovation story to potential and existing clients in support of a wide range of business endeavors. Performing in a highly visible role, often interacting with internal and external executives and business leaders, the RM contributes to the closing of new business across multiple business units as well as growing associate engagement.
Travel:
Up to 25%
Certifications:Company OverviewFidelity 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 UsAt 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—we offer a range of opportunities for learning so you can build the career you’ve always imagined.Fidelity’s hybrid working model
blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.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
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 Accommodation Team by sending an email to
accommodations@fmr.com .
We welcome those with experience in jobs such as Home Buyer s Consultant, Residential Real Estate Agent, and Billing, Cost, and Rate Clerk and others in the Accounting and Finance to apply.
Since 1999, the Fidelity Center for Applied Technology (FCAT) has served as an innovative technology resource for Fidelity Investments. We share our research, experiments, and concepts with colleagues and clients to propel our firm forward.
As part of the FCAT Strategy and Planning organization, the Fidelity Experience Center (FXC) located within FCAT at corporate headquarters in Boston, MA is an award-winning innovation hub and experience destination designed to showcase Fidelity innovation. The team is responsible for preparing, delivering, and supporting client & associate briefings virtually, in person, and through hybrid formats.
This role will be 100% onsite in Boston, MA.
The Expertise We’re Looking ForBachelor’s degree or equivalent experience5 years industry experience; 3 years of Fidelity experience preferredSuperior presentation skills: public speaking, group facilitation, active listeningExternal client experience preferredDirect sales experience preferredTechnically savvy, able to trouble shoot tech issues independently and confidently
The Skills You BringManage client expectations and needs for Fidelity sales and relationship management teamsDefine critical path of project, anticipate potential obstacles and act to overcome themDemonstrate a comprehensive grasp of new technologiesCurious to research, discover, and apply/share new technology and business learningsContribute to and encourage new ideas; build on suggestions of othersDeliver effective Briefings/Tours with real-time adaptability to address prospect/client needsAct as an ambassador of Fidelity values and demonstrate good judgment with situational intelligenceEffective project management and organizational skillsOutstanding verbal and written communication skillsWork collaboratively and build strong working relationshipsEffective time management skills and ability to work in a fast-paced environmentAbility to interact easily with various levels of management within the organizationOutstanding attention to detail and follow-through; ability to implement seamlesslyStrong Microsoft Outlook, Excel, Word, PowerPoint and Adobe skills
The Value You DeliverEstablishes full project plans for client engagement activitiesEngages with Fidelity BUs on a regular basis to build a common understanding of needs and opportunities for FCAT to innovate for business success; briefs BUs on FCAT’s innovation portfolio and strategic multi-year prioritiesHas tactical responsibility for the end-to-end execution and success of FCAT client engagementsWorks across groups to proactively find opportunities for organization-wide technology evaluation and demonstration initiativesPrepare and deliver multiple FCAT Client Briefings/Tours per week, requiring
Knowledge of Fidelity business content and IT roadmapThorough understanding of technology concepts and topicsUnderstanding of current initiatives within FCAT and Fidelity LabsDemonstration of current FCAT initiatives, via both live and virtual meansDelivery of customized client experiences to support Fidelity’s various business unit sales and relationship management goalsCreation of new content to update and improve the FCAT tour experienceAssist in the maintenance of the display technology required to conduct tours and identify improvements to the design or functioning of the technologyParticipate in strategic projects and presentations designed to promote Fidelity's ability to convey our premier innovation story.
The Team
Our team conducts tours of the Fidelity Experience Center and delivers presentations to internal groups and external businesses to showcase innovation. The team helps to connect Fidelity business units with FCAT initiatives to provide an understanding of current and planned projects, the benefits of new ideas and emerging technologies that may be of value in the next 3-5 years and beyond.
Reporting to the Head of Marketing and Engagement, the Relationship Manager (RM) will help to tell Fidelity’s innovation story to potential and existing clients in support of a wide range of business endeavors. Performing in a highly visible role, often interacting with internal and external executives and business leaders, the RM contributes to the closing of new business across multiple business units as well as growing associate engagement.
Travel:
Up to 25%
Certifications:Company OverviewFidelity 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 UsAt 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—we offer a range of opportunities for learning so you can build the career you’ve always imagined.Fidelity’s hybrid working model
blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.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
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 Accommodation Team by sending an email to
accommodations@fmr.com .
We welcome those with experience in jobs such as Home Buyer s Consultant, Residential Real Estate Agent, and Billing, Cost, and Rate Clerk and others in the Accounting and Finance to apply.