Demo

VP, SDL- Benefit Service Delivery

Fidelity Brokerage Services LLC
NH Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 4/27/2025
Job Description: Join our multifaceted, innovative, and solutions-driven team as a Vice President, Service Delivery Leader (SDL) and you will be accountable for overall service delivery across all products for a number of clients. The Expertise We’re Looking For Requires a minimum of 10 years related experience with a proven understanding of the following benefits areas: Defined Contribution administration, Pension administration, Health & Welfare administration, and/or Benefits Consulting BS/BA. The Purpose of Your Role The Service Delivery Leader ensures that Fidelity delivers industry leading, coordinated outsourcing services in the most efficient manner, providing the greatest overall value and ensuring a high degree of client satisfaction. The SDL takes the lead in coaching and developing a consistently effective client service team. The Skills You Bring Strong leadership, influencing, and negotiation skills and a demonstrated ability to advise efforts; apply client management, project management, record keeping and regulatory concepts and methodologies in a creative and solutions-oriented manner. Demonstrated ability to lead, run, and mentor a team in a dynamic client-based environment. Proven track record of balancing customer service and satisfaction with sound business judgment; ability to evaluate broad business issues and engage appropriate parties at all levels of the Fidelity and client organizations. Strong oral and written communication and executive presentation skills. The Value You Deliver Actively supporting Managing Director in the development and execution of Client Business Plan/Strategy. Broadening number of relationships across client base. Acting as client advocate internally. Representing Fidelity Leadership at client. Serving as client Senior Management customer concern point for multi-product service issues or secondary customer concern point for single product service issues. Partnering with Functional Business Unit Heads to drive margin improvement and process efficiencies. Ensuring adherence to client contract/Statement of Services (SOS) and execution of contract administration. Driving periodic detail level review at product level via Client Service Manager (CSM) (e.g., ensure process for CSM monitoring of SOS and product specific Service Level Agreements, commitments, etc.). Leading & running recurring cross product client team governance routines to review the status of issues/actions/event planning and preparedness. Communicating internally to ensure work/demand plan is established. Coordinating communication of integrated product/service model updates, e.g., NetBenefits® improvements. Coordinating and delivering recurring client reporting, e.g., service assessment, SLA adherence, fees at risk service credits, etc. Completing reporting and maintaining open communication internally regarding service assessment and ongoing client activities. Leading/handling recurring Governance routines with matrix team that manages client account. How Your Work Impacts the Organization Work collaboratively with the Managing Director and other Fidelity senior leaders and develop a direct relationship with the client to help them make well-informed decisions regarding the delivery of administration services to their employees. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Client Service Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

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