Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Collateral Manager

Expired Job

Fidelity Boston , MA 02298

Posted 2 months ago

Are you analytical, strategic, creative, and collaborative and have the ability to juggle multiple projects with attention to details and deadlines? Are you passionate about project management? Are you able to prioritize across multiple stakeholders and clearly communicate with your partners? If so, look no further! Maybe we are made for each other.

The Expertise We're Looking For

  • BA/BS degree is required

  • 7 years' related work experience demonstrating responsibilities in a complex enterprise, marketing agency or matrixed environment

  • Experience working in a fast paced environment with multiple priorities, ability to meet deadlines, and consistently deliver business results.

  • Project Management experience in a marketing/advertising agency

The Purpose of Your Role

The purpose of your role is ongoing management and implementation of PI legal documents, digital Kits, forms, applications, web pages and fulfillment kit content for several lines of business. To achieve this, the Collateral Manager will work closely with legal and product managers to ensure content and channels are managed optimally. It is expected that this role will develop in-depth knowledge of all channels in order to provide recommendations to business partners on aligning content updates. The Collateral Manager will conduct periodic rationalization efforts to justify ongoing relevance of communications to ensure alignment with marketing communication strategies.

The Skills You Bring

  • Your strong attention to details, project management skills and ability to multi-task and prioritize

  • Strong knowledge of investment products and services a plus

  • Your experience working in a regulated industry

  • Your demonstrated ability to confidently interact with and influence business partners/stakeholders;

  • You are highly collaborative and enjoy working in a highly matrixed environment

  • You bring innovative thinking and smart risk taking to any project you tackle

  • You are customer obsessed

  • Your experience in applying Agile principles and methods to marketing execution

  • Your ability to use data to inform planning and make decisions

  • Your relentless commitment to driving results and owning outcomes

The Value You Deliver

  • You will be accountable for managing product and legal updates to marketing, sales and product documents sent to our customers.

  • You will ensure the materials are always available and accurate

  • That they reflect the most up to date information on the product or service.

  • That the content has been fully approved by all stakeholders

  • Coordinate updates to ensure we maximize scale and efficiency from a timing and cost standpoint.

  • You will partner with development, content and operations teams to execute

  • You will ensure communication experiences put the customer first

  • You will oversee post-release production support and maintenance

  • Lead channel forward in reducing production time, manual tasks, and non-value add activity

  • You will take personal accountability for your work.

  • Keep abreast and share best practices in marketing channel execution and technology

  • You will build strong relationships with all of your key partners.

  • You will build a strong understanding of the financial product you support and how and where the content is distributed

How Your Work Impacts the Organization

The Collateral Management team within Fidelity's Personal Investing unit oversees almost all Marketing and product communications used by our field reps to service customers ensuring we align to industry and enterprise standards. The CM ensures the materials are accurate, available, reflect all up to date financial product and legal compliance information and are included in with the appropriate communications to our customers to meet all of our regulatory obligations. The team is experts in the content they maintain as well as how and when the content is distributed to our customers.

Company Overview

At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

resumetriaasssdfel.jp… Change Resume
Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Derivatives Processing Mana...

Jpmorgan Chase & Co.

Posted Yesterday

VIEW JOBS 8/15/2018 12:00:00 AM 2018-11-13T00:00 Apply Now Derivatives Processing Manager Req #: 180080335 Location: Boston, MA,US Job Category: Operations Job Description: J.P. Morgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk, performs fund services for institutional clients and extends liquidity in markets around the world Derivative Operations provides operational support across the CIB covering eight key product areas including FX, OTC Derivatives, Collateral Principal, 3rd Party Derivatives, Cleared Derivatives, Agency Collateral, Billing and CASS with ~1,900 employees. Services provided to our Businesses include: * Transaction Processing, Confirmation, Settlement and Clearing, Collateral Management, Client Service, Invoicing and CASS Support * Typical daily activity includes settling in excess of $217B via FX trading, leading a Markets OTC portfolio of 2.5M trades, servicing >200 3rd party clients, performing 10,000 margin calls, processing 470k cleared and intermediated trades and producing >9,000 invoices Third Party Derivatives Processing (3PDP) supports four main OTC derivatives services: * NAV Support – instruction capture and processing client provided valuations / cash flows; reconciliation to the fund manager * Independent Valuations – instruction capture, generate in-house/ source TPV valuations and cash flows; reconcile to the fund manager/ counterparties; standard reporting * Middle Office – same service as Independent Valuations plus confirmation/ settlement management * Asset Verification – As a utility to T&F, produce Independent Asset Verification of OTC/FFX & CFD trades The individual will work within the Boston 3PDP Team and have responsibility for the delivery of these services to a number of clients. Job Description To provide support for Derivatives traded by institutional clients, asset managers, hedge funds and insurance companies who have outsourced part or all of their operations to J.P. Morgan. Client scope includes all existing relationships globally. In addition the Utility supports other groups within the business in respect of derivative activity. Summary of Responsibilities * Responsible for the daily management of a client's trading activity including reviewing reconciliation breaks on Position, Market price, Income, Cash, Financing and Valuation * Dealing with all client and broker queries related to daily trade activity. * Responsible for any OTC related investigation, amendments and delivery sign-off to Fund Accounting and Client * Responsible for the derivative services OTC Reconciliation process for clients delivered from the Boston location. To accurately and efficiently reconcile against all core controls for all relevant OTC deliveries Skills and Qualifications * Bachelor degree or equivalent work experience (3-5 yrs). * Strong technical skills including accounting principles and theories * Knowledge of 40 ACTs Fund Accounting, Financial Reporting and Tax Operations * Ability to be effective in a global operating environment and a matrix management organizations * Ability to build and maintain effective working relationships with clients and counterparties * Quick learner both technical knowledge and systems * Results orientated; ability to create and sustain a target driven environment * Self-motivated with a flexible approach to working hours Jpmorgan Chase & Co. Boston MA

Collateral Manager

Expired Job

Fidelity