Role at a glance
- Salary
- Not Disclosed
- Location
- Westlake, Texas, United States
- Employment
- Full-time
- Experience
- 7+ Years of experience preferred
- Education
- Bachelor’s Degree or equivalent
- Visa support
- Fidelity will not provide immigration sponsorship for this position.
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Role Summary
The FFIO Global Product Solutions Manager supports asset management, investment product, and distribution channels with operational delivery for fund events. The role coordinates internal and third-party partners across front-, middle-, and back-office functions, with a focus on consistency and customer experience.
What You'll Do
- Support execution of portfolio launches.
- Support retirement plan conversions, mergers and liquidations, and product structure changes.
- Coordinate internal and third-party business partners to deliver operational components of fund events accurately and on time.
- Work across front-, middle-, and back-office functions to support fund events and improve the customer experience.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Effective written and verbal communication; fund operations experience in one or more areas: accounting, valuation, or custody; general investment product knowledge including product pricing, investment structures, regulatory framework, and/or distribution; familiarity with portfolio transition management, security settlements, and foreign markets; Bachelor’s Degree or equivalent.
Required
- Effective written and verbal communication
- Fund operations experience in one or more areas: accounting, valuation, custody
- General investment product knowledge including product pricing, investment structures, regulatory framework, and/or distribution
- Familiarity with portfolio transition management, security settlements, foreign markets
- Bachelor’s Degree or equivalent
Preferred
- 7+ Years of experience preferred
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Job Description:
Manager – FFIO Global Product Solutions
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The FFIO – GPS Manager will support asset management, investment product and the distribution channels in the execution of portfolio launches, retirement plan conversions, mergers/liquidations, and product structure changes. This is done via coordination with internal and third-party business partners to provide timely, accurate delivery of operational components of fund events. The manager is focused on consistency, works across front-, middle-, and back-office functions, and is focused on improving the customer experience.
The Expertise and Skills You Bring (The order of these bullets does not matter)
7+ Years of experience preferred
Effective written and verbal communication
Fund operations experience in one or more areas: accounting, valuation, custody
General investment product knowledge including product pricing, investment structures, regulatory framework, and/or distribution
Familiarity with portfolio transition management, security settlements, foreign markets
Bachelor’s Degree or equivalent
The Team
The Manager FFIO Global Product Solutions will join a team of customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of the Fund Administration unit within FFIO and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while enhancing the customer experience.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
About the company
Fidelity
Large Enterprise
Fidelity is a leading financial services company that provides a wide range of investment solutions and retirement planning services to individuals and institutions. Founded in 1946, Fidelity is renowned for its commitment to innovation and customer service, offering tools and resources that help clients manage their investments effectively. With a strong focus on technology and research, Fidelity continues to empower investors by providing access to market insights and a diverse array of financial products. As a trusted partner in personal finance, Fidelity plays a significant role in helping people achieve their financial goals.