Senior Manager, Fidelity Alliance Network & Practice Management Solutions

Job Description:

As a Senior Manager, Fidelity Alliance Network & Practice Management Solutions, you will work closely with cross-functional and dedicated partners to manage the Fidelity Alliance Network and support various strategic projects within the Practice Management Programs team.

Your core responsibilities will include:

Management of the Fidelity Alliance Network: Fidelity Alliance Network is an offering by Fidelity to our institutional clients, providing them access to discounts and special offers on products and services from a curated list of providers experienced in the wealth management industry, as well as discounts and special offers for their end investors.

Upon accepting this role, you will first go through an onboarding period where you will inherit the network's existing structure and protocols from the previous manager. You will learn from this manager the core components and tools to operate the network. You will then gradually manage the network independently, carrying out key areas of responsibility, including but not limited to:

• Evaluate and select vendors that request to join the network, bringing in relevant SMEs when applicable.
• Collaborate with internal stakeholders to understand their needs and ensure vendor services meet those requirements.
• Develop and maintain detailed documentation and client collateral to support and promote the network.
• Manage contracts and agreements with vendors, working in close partnership with LRCs and other internal processes with precision.
• Conduct regular reviews and assessments of vendor performance, addressing any issues or concerns promptly.
• Manage vendor risk, including conducting due diligence and implementing risk mitigation strategies.
• Develop and implement vendor management policies and procedures
• Track and report on vendor performance metrics, providing insights and recommendations for improvement.
• Drive usage and impact via various channels of distribution such as client webpages, internal meetings, etc.
• Respond to internal inquiries regarding the network providers.
• Support various strategic projects within the Practice Management Programs team (as capacity permits), example of projects include:
• Wealth Management Insights Research: Conduct research on various practice management topics to support the broader team's focus and strategy.
• Data Analytics: Conduct data analysis to support decision-making and identify trends, patterns, and insights.
• Operational Process & Program Management: Follow guidelines and instructions to carefully and successfully complete internal processes that support the operations of the business, such as LRC reviews and process checklists.

The Expertise and Skills You Bring:

• BS degree required, MBA desirable.
• 5 plus years of experience in program management.
• Excellent communicator, both verbal and written, demonstrating a high degree of professional integrity in all forms of communication.
• Skilled in managing the operational and logistical aspects of programs, with a strong emphasis on precise execution and attention to detail.
• Analytical and data-driven.
• Proficient in PowerPoint and Excel.
• A great team player.
• A self-starter with a growth mindset and a "can-do" attitude, thriving in fast-paced and changing environments.
• Genuinely interested in the world of wealth management, with demonstrated experience in the industry preferred.

The Team

The Fidelity Client Consulting Team provides consulting and practice management insights to intermediary clients on a range of topics, from business to technology practices. Our mission is to help financial intermediaries thrive by informing their strategy, identifying growth opportunities, improving their scale and efficiency, enhancing customer experience, and delivering insights that drive confidence, clarity, and results. We work with banks, broker-dealers, registered investment advisors, family offices, and other financial intermediaries.

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-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.

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