The Role
As a Senior Manager on the FFIO Global Product Solutions team, you will join a group of fund and investment operations leaders who are passionate about delivering exceptional client experiences. We specialize in designing innovative implementation and portfolio transition strategies that drive successful outcomes for Fidelity’s investment products and clients.
The Senior Manager plays a critical role in supporting asset management, investment products, and distribution channels through the execution of portfolio launches, retirement plan conversions, mergers and liquidations, and product structure changes. This role involves close coordination with internal teams and third-party partners to ensure the timely and accurate delivery of operational components related to fund events. The Senior Manager collaborates across front-, middle-, and back-office functions, with a strong focus on enhancing the customer experience.
Expertise and Skills You Bring
- Bachelor’s degree or equivalent required
- Experience in fund operations in one or more areas: accounting, valuation, custody
- Broad understanding of investment products, including pricing, structures, regulatory frameworks, and distribution
- Familiarity with portfolio transition management, security settlements, and foreign markets
- Strong written and verbal communication skills
- The is role requires some evening and weekend availability.
- Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Our team is part of Fidelity Fund and Investment Operations (FFIO) and works in close partnership with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions. Together, we bring new products and services to market with speed and precision.
We foster a culture of quality and agility, prioritizing progress over perfection when launching new investment capabilities. The Global Product Solutions team views operational and investment challenges as opportunities to innovate. We take pride in executing client onboarding and transition strategies that reduce portfolio disruption and transaction costs, while elevating the overall customer experience.
Certifications:Category:Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite 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.
Top Skills
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.
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