Client Enablement Process Lead Fidelity International

4.0 - 8.0 years

0 Lacs

karnataka

On-site

Role Overview: As the Client Enablement Process Lead at Fidelity International, your primary focus will be to produce reporting for clients, internal stakeholders, and third parties with a consistent and high-quality delivery. You will work closely with the Sales team to identify new opportunities, support the sales and intake process, build relationships with external benefit consultants and clients, and support the existing client Relationship Director team with client rebid and retention proposals. Your role will involve facilitating client audits, walking auditors, clients, advisors, and consultants through operational processes, and improving data quality of future submissions. You will also collaborate with internal teams to define and develop self-serve capabilities via the employer portal. Key Responsibilities: - Work closely with the Sales team to identify and maximize new opportunities, while supporting their understanding of FIL's operational framework and landscape. - Provide end-to-end support for the sales and intake process, from preparation of due diligence questionnaires & RFPs to pipeline management. - Assess new business opportunities, build relationships with external consultants and clients, and support client Relationship Director team. - Facilitate client audits, act as the subject matter expert, and ensure information requests are met. - Analyze information quickly to produce client-focused responses, improve data quality, and collaborate with internal teams for process enhancements. - Lead by example by demonstrating positive behaviors, mentoring, coaching, and assisting in culture change initiatives. Qualifications Required: - Minimum of 4 years DB/DC Pensions Administration experience. - Strong knowledge of pension regulations and legislation. - Excellent communication, interpersonal, and negotiation skills. - Attention to detail, client-facing experience, and awareness of project management methodologies. - Advanced understanding of MS Office including PowerPoint. Additional Company Details: Fidelity International offers world-class investment solutions and retirement expertise. They are committed to providing investment expertise, technology, and service innovation to help clients achieve their financial goals. The company values honesty, respect, and continuous improvement through innovation. Fidelity International prioritizes their clients and offers comprehensive benefits packages to support employee wellbeing and development. (Note: The specific location, reporting structure, and level details have been omitted as they are not relevant to the job description provided.),

Posted 4 days ago

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