Teams at Fidelity Investments

Owns and manages a book of defined-contribution clients, serving as primary contact and trusted advisor. Builds relationships, resolves client issues, consults on plan design and regulatory matters, coordinates internal resources, leads investment strategy discussions, and ensures service delivery for Plan Sponsors and Advisors.

Manage end-to-end implementation and maintenance of custom client websites and digital communications. Lead requirements gathering, design/UX reviews, QA and testing, coordinate SSO and security scans, manage timelines, budgets, capacity, roadmaps, and stakeholder communication while applying Agile principles and improving team processes.

Provide financial planning support alongside Financial Consultants and Wealth Planners, deliver client consultations, identify consolidation/referral opportunities, use tools (Salesforce, Glance) to manage client engagement, conduct outbound outreach, and help deepen client relationships while mentoring peers.