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Fidelity Investments

Manages investments and workplace retirement plans

Senior Manager - Alliance & Ecosystem

Operations & LogisticsPosted on Nov 11
Full-timeBoston, MA, USA$85k - $171k /yr

About the Job

Requirements

  • A bachelor's degree and 5+ years of experience in program management, consulting, or a related field are required.
  • Strong organizational skills, attention to detail, and a commitment to accurate execution are required.
  • Ability to coordinate key stakeholders, build trust through clear communication, follow through on commitments, and identify when expert input is needed.
  • Ability to write compelling presentations that communicate key ideas and program value to target audiences.
  • Ability to collaborate across teams, act on feedback, share knowledge, and continuously improve processes.

Responsibilities

  • Lead day-to-day operations of the Fidelity Alliance Network and consulting ecosystem.
  • Support internal Fidelity teams with resources for clearing and custody clients.
  • Partner with internal stakeholders and vendors on strategic collaboration.
  • Execute procurement and compliance processes, including contracts, due diligence, risk reviews, and LRC governance.
  • Respond to inquiries and drive adoption.
  • Manage the ecosystem of practice management and consulting content, keeping materials current, accessible, and aligned with program priorities.

Desired Qualifications

  • Financial services experience and familiarity with RIAs, broker-dealers, home offices, or other wealth management firms.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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