Fidelity Bank · 1 month ago
Senior Manager, Service Consultant
Merrimack, NH
Full-time
Hybrid
Senior Level
5+ years expFidelity Bank is seeking a Senior Manager, Service Consultant who will play a crucial role in understanding and addressing client needs within the financial services industry. The successful candidate will manage client relationships and product portfolios while collaborating with internal teams to implement strategic solutions and enhance client satisfaction.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Uncover client needs and opportunities by proactively developing a deeper understanding of client goals and challenges
Identify and implement strategic solutions that influence positive outcomes for the business partner
Manage the client’s product portfolio and work directly with Product colleagues
Present to management of both Fidelity Fund & Investment Operations (FFIO), Business Partners, and other key stakeholders across the firm as it relates to the strategic objectives and key initiatives
Share best practices and drive successful regional results as a collaborative member of the regional team
Develop and manage networks and cooperative efforts internally with other business units in a complex organization
Partner on cross-functional project teams to achieve desired outcomes
Create and implement project plans while prioritizing multiple tasks at the same time
Monitor successful execution of solutions and act as an advocate for clients to keep initiatives on track
Analyze data/information to advise priorities, decisions and build a point of view to share with clients
Qualification
Required
5+ years of relevant work experience in the financial services industry, particularly in relationship management or client support
Bachelor's degree or equivalent experience required
Solid understanding of financial services, advisory business models and the accompanying ecosystem that supports these advice business models, or ability to build that knowledge quickly
Proven success developing and managing networks and cooperative efforts internally with other business units in a complex organization
Strong team orientation
Experience partnering on cross-functional project teams to achieve a desired outcome
Demonstrated ability to operate independently across a matrixed organization while supporting a key initiative
Natural curiosity and passion for improving day-to-day experience of both associates and customers
A citizen-developer mindset with experience using technology to solve everyday business problems
Ability to cultivate collaborative relationships and form effective working partnerships
Comfort with storytelling in front of large and/or executive level audiences
Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management
Experience in creating and implementing project plans while prioritizing multiple tasks at the same time
Commitment to hitting deadlines and strong aptitude for prioritization and time management
Proven consulting skills
Main contact for Change the Business requests and owner of the clients Product Portfolio
Conducts backlog grooming and prioritization discussions with business partners
Help to identify viable solutions and owners to business partners problems
Escalation point for Tribes for requirements
Create reporting and provide product portfolio updates in BP Relationship Meetings
Working with the client to prioritize requests accurately
Analyzing data/information to advise priorities, decisions and build a point of view to share with your clients
Partner with Relationship Manager to initiate strategic business discussions with clients
Monitoring successful execution of solutions and act as an advocate for your clients in order to keep initiatives on track
Monitoring client satisfaction
Preferred
Prior entrepreneurial experience and/or panel management experience desirable
Background in developing and applying strategy crafted to effect a change in behavior across a large organization preferred
Proficiency in Salesforce, Tableau, Excel, Jira, Jira Align a plus
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase