FCAT Relationship Manager / Client Engagement Manager at Fidelity Investments

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 For

• Bachelor’s degree or equivalent experience
• 5 years industry experience; 3 years of Fidelity experience preferred
• Superior presentation skills: public speaking, group facilitation, active listening
• External client experience preferred
• Direct sales experience preferred
• Technically savvy, able to trouble shoot tech issues independently and confidently

The Skills You Bring

• Manage client expectations and needs for Fidelity sales and relationship management teams
• Define critical path of project, anticipate potential obstacles and act to overcome them
• Demonstrate a comprehensive grasp of new technologies
• Curious to research, discover, and apply/share new technology and business learnings
• Contribute to and encourage new ideas; build on suggestions of others
• Deliver effective Briefings/Tours with real-time adaptability to address prospect/client needs
• Act as an ambassador of Fidelity values and demonstrate good judgment with situational intelligence
• Effective project management and organizational skills
• Outstanding verbal and written communication skills
• Work collaboratively and build strong working relationships
• Effective time management skills and ability to work in a fast-paced environment
• Ability to interact easily with various levels of management within the organization
• Outstanding attention to detail and follow-through; ability to implement seamlessly
• Strong Microsoft Outlook, Excel, Word, PowerPoint and Adobe skills

The Value You Deliver

• Establishes full project plans for client engagement activities
• Engages 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 priorities
• Has tactical responsibility for the end-to-end execution and success of FCAT client engagements
• Works across groups to proactively find opportunities for organization-wide technology evaluation and demonstration initiatives
• Prepare and deliver multiple FCAT Client Briefings/Tours per week, requiring
  • Knowledge of Fidelity business content and IT roadmap
  • Thorough understanding of technology concepts and topics
  • Understanding of current initiatives within FCAT and Fidelity Labs
  • Demonstration of current FCAT initiatives, via both live and virtual means
  • Delivery of customized client experiences to support Fidelity’s various business unit sales and relationship management goals
  • Creation of new content to update and improve the FCAT tour experience
  • Assist in the maintenance of the display technology required to conduct tours and identify improvements to the design or functioning of the technology
  • Participate 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 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.