Director of Wealth Client Experience/Admin - Fidelity Investments : Job Details

The Director of Wealth Client Experience and Administration leads the client service and operations functions within the Wealth Management division. This role ensures the delivery of exceptional, personalized client experiences while overseeing administrative efficiency, compliance, and team performance. The Director partners with advisors and leadership to drive initiatives that elevate client satisfaction and streamline internal processes. PRINCIPAL ACCOUNTABILITIES:Time: Description:25% Client Experience Oversight: - Design and implement strategies to enhance the overall client journey and satisfaction. - Serve as a senior escalation point for complex client service issues. - Collaborate with advisors to support onboarding, account servicing, and client communications .5% Administrative Leadership: - Oversee daily operations including documentation, scheduling, reporting, and transaction processing. - Manage administrative staff and ensure adherence to service standards and regulato...Director, Wealth, Leadership, Experience, Operations, Client Service, Banking, Business Services