Senior Manager Operations - Workplace Investing

Title: Senior Manager Operations - Workplace Investing

Department: Workplace Investing Operations, Germany

Location: Kronberg - Germany

Reports To: Head of Relationship Management & Service Delivery, WI Germany

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Workplace Investing Operations team and feel like you’re part of something bigger

About Fidelity Germany :

Germany is a key Fidelity International location hosting four different asset management distribution channels: Institutional, Wholesale, Personal and Workplace Investing, with a combined AuM of €30bn. These businesses are in part supported by FIL Fondsbank GmbH (“FFB”), which administers €33bn of assets and  not only provides platform services to external advisors but also offers shared services to some of the above channels. FFB is a regulated bank and therefore subject to a multitude of regulatory requirements.

About your team :

The Workplace Investing Operations department is part of global Workplace & Personal Financial Health business. Workplace Investing Germany has been established in 2006 to exploit the potential of defined contribution concepts and to position Fidelity as a leading full-service solution provider in the German pension market. Within this context, Fidelity is offering three main propositions to corporate clients in Germany, a value account plan (Lebensarbeitszeitkonten), a DC-type pension plan as well as the external funding of book reserves whether DB or DC via the Fidelity contractual trust arrangement. WI Operations is responsible for the onboarding of new clients as well as managing any clients changes, daily requests and administrative processes. For this purpose, the WI Operations team interacts with the Sales, Relationship, Legal, Marketing, FFB Operations Team within Fidelity and also the external providers for the member administration.

About your role :

You will be responsible for supporting clients and relationship directors in all sorts of questions regarding their existing value account and occupational pension schemes. Client-orientation is key to this role. The overall goal is to ensure accuracy in the ongoing daily operational processes. A high level of ownership, excellent organisational skills and the ability to plan, supervise and control effectively is required. In addition, you will be responsible for managing any WI-related projects with a focus on but not limited to operational / administrative improvements within the Institutional Business area.

Key Responsibilities :

• Assist clients in day-to-day queries and provide guidance to them
• Manage and coordinate corporate actions, client onboardings and changes
• Account openings in accordance with German regulatory law
• Manage ongoing daily operational processes
• Liaising with internal and external stakeholders
• Support right level of project governance, risk management and documentation
• Support reporting and analysis
• Ongoing improvements of processes & procedures

About you :

• University degree in Business Administration; IT,  and/or Economics/Finance or equivalent
• Minimum 5 years of relevant working experience
• Strong team player with a client-centric mindset
• Project Management skills and good understanding of processes, MS Office knowledge (especially Excel and Power Point)
• Thinking “out of the box” and the willingness to take over responsibility
• A good knowledge of the German occupational pension market is certainly an asset, but not necessary
• Excellent organisation skills, conceptual thinking and attention to detail
• Fluency in both German and in English (orally and in writing) and good communication skills are required
• Excellent Excel and/or data analytics skills are a plus
• Able to demonstrate flexibility

Gerne können Sie sich hier auch auf deutsch bewerben

Feel rewarded :

Our values and expected behaviours include being bold, brave and curious whilst also being compassionate.  We offer a collaborative international working environment with flat hierarchies, which is built on trust and integrity.  This is also reflected in the benefits we offer to our employees. These include: dynamic working, ie  hybrid working based on a flexible mix of office and home based working, a generous pension scheme, extra leave for family care or charitable engagement, language courses and many other advantages.  We focus on sustainability and for those employees who prefer to travel to work by public transport there is a private shuttle service to and from Kronberg station.

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Please note we are committed to providing equal opportunities to all candidates, regardless of background, religion, sexual orientation or identity. We value diversity and strive to create an inclusive environment where every individual can thrive and contribute with their unique skills