Director, Client Services

Job Description:

The Role

Join our dedicated OSG Client Services team as a Director, Client Services ensuring exceptional service for financial advisors and institutional clients. Your role includes supporting internal business partners, understanding data visualization strategy, and creating and delivering reports to improve operations and strategies. You will also lead a team of 3 experienced Business Analyst Consultants as part of this role.

The Expertise and Skills You Bring

• 5+ years of Leadership Experience
• Demonstrated experience in analytical thinking, influencing, and problem solving
• Experience with data workflow tools, understanding of data and database concepts, tools, and technologies
• Understanding of the BI product life cycle and experience working with data sets (working knowledge of SAP Business Objects a plus)
• Experience serving as a change agent and influencer helping end users adopt innovative approaches to business intelligence and data driven culture
• Ability to interpret requests for information to match business needs with available corresponding data and understand factors impacting business performance.
• Financial services experience, preferred
• Excellent communication skills, both verbal and written.
• Participates in or leads project/work activities with broad scope and departmental impact
• Proactive team player who engages others, questions assumptions, and promotes innovative solutions and constant improvement through collaboration.
• A natural curiosity and desire to understand how things work – understand how data can be leveraged

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

Our team is passionate about delivering world-class service and support, engaging with various collaborators within Fidelity and externally. We have an unwavering dedication to our clients, striving to deliver flawless solutions that promote success. Our greatest asset is our people, who are dedicated to a culture of learning and mobility. We are focused on creating an inclusive and collaborative environment that attracts and retains a diverse workforce.

As a member of our team, you will translate business needs into actionable solutions, demonstrating superb communication skills both verbally and in writing. You will participate in or lead projects with broad scope and departmental impact, engage proactively with teammates, and champion innovative solutions through collaboration. Your natural curiosity and proactive approach to constant improvement will drive our team's success!

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Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.