Note: Fidelity will not provide immigration sponsorship for this position.
Customer Success Manager – Fidelity Private Shares
The Role
Fidelity Private Shares is looking for an engaging, driven individual to join our team as a Customer Success Manager. This role will be part of the team that builds and maintains relationships with our clients—by helping them navigate Fidelity Private Shares (FPS), getting to know their business goals, and ensuring a smooth renewal process.
The Expertise and Skills You Bring
- We expect that successful candidates will have between 3-5 years of experience working in a customer success or account management role in a B2B SaaS company or startup environment, including working with executive contacts, securing renewals, and creating customer education and engagement plans.
- Our team members possess excellent communication and relationship management skills passion for helping clients use the platform successfully, and an eagerness to create FPS evangelists.
- We look for people who are curious, driven, engaging, and tech-savvy.
The Team
Our Customer Success team is known among our competitors for providing great service and an easy onboarding process. We collaborate frequently with product and development teams and stay in close touch with our sales team as they bring in new clients. While we have branches of support, implementation, and customer success, we are a small team and our collaborative, helpful attitudes are essential ingredients in our success. In addition, the Private Market group routinely collaborates with our Fidelity Stock Plan Services colleagues supporting pre-IPO and public companies.
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.
Please 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.
Skills Required
- 3–5 years of experience in a customer success or account management role
- Experience working in a B2B SaaS company or startup environment
- Experience working with executive contacts
- Experience securing customer renewals
- Experience creating customer education and engagement plans
- Excellent communication and relationship management skills
- Passion for helping clients use a platform successfully
- Curiosity, drive, engagement, and technology savvy
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
