How is working at fidelity in a client service manager role in the family office? How are pay and benefits?

like
Posting as :
works at
You are currently posting as works at

I haven't worked in that role specifically but I have heard good things. You might try reading reviews on Glassdoor. I find that those can usually provide valuable insight.

Related Posts

Hello everyone,
I want to know at a time of countdown begins does Accenture fill out the declaration form for working in rotational shifts to everyone or it only depends on position?

like

Hello,
I work in SAP Data Migration space.
Can anyone explain the difference between PWC SDC, PWC AC and PWC India?

I am trying to get into PWC. here are a few things I have heard so far. Is this fairly accurate?

1. PwC AC is offshore counterpart of PwC US. Good salary. No travel opportunities. Average yearly hike ~10% Mostly technical work.
2 PwC India is a pure consulting firm. Salary better than PwC AC. client facing work. Can grow as a management consultant. Great Travel opportunities.

like

What FAANG level is considered an "executive" position?

like

I owned a business for 6 yrs and had a B2C sales role for 3 yrs after (not SaaS). I’ve now been a B2B2C Key Account Manager at a Fitness Tech scale up for 6 mos and would like to be making more $ so am considering applying to other B2B SaaS companies. I currently own the entire (long) sales cycle from prospecting to account management. I’d like to stay in a similar role in another company. Will I have a difficult time landing an SDR/BDR, AE or CSM role elsewhere? I’m a 48 yo female.

like

Offer included temporary housing and moving expense reimbursement…it’s been a month since I began working and 2 months since I started moving but still no reimbursement…should I escalate this? How long is too long?

like

How safe it is to join Amazon (non-AWS) non-tech role right now leaving current relatively stable job?

Amazon Amazon Web Services TD

like
like

I’m maxing out my 401K, traditional IRA and HSA this year and paying for some house improvements. I have about $750K total investments and very close to $2M net worth, but realize that I am behind on investments if I want to do FIRE. I was focused on paying off huge chunks of my mortgage and managed to whittle it down to $75K left. Would you suggest I go ahead and pay that off this year? Or pause and do a mega back door roth instead? I’m mid 40s. Thanks!

like

Working at a Digital Marketing Agency based out of Cochin with presence in USA & Canada, we cater to clients from India, US, UK, EU.
I'm the main POC for our largest client in India in FMCG, and it's our 4th year without a challenge. I'm one step below CXos of the company and two others are in the same level as me. We have a couple of junior execs. I make 53.8k per month now, I wanted to know if I'm getting underpaid or this is the best salary I can expect elsewhere in the region.

Financial advisors—how do you prepare for a meeting with a new client? What information do you need to gather? What information is useful for your pitch? Where do you find this information?

like

Is it worth to join Mindtree for tech lead role at 22 lpa for low work pressure, wlb , and salary and other facilities. Request your opinion

like

Which consulting firm has the best 401k match?

like

Moving into a new role to support marketing efforts of two smaller divisions under our brand umbrella. When I asked my boss what the job description was to create year end goals they told me to write one. . . Where do I start?

like

What’s it like in these SF Bay tech companies ? With the crazy benefits and high pay ? Any tax folks here can shed light on difference between that and PA?

like

Anyone have any leads on a Trademark Counsel position? I'm just starting my 7th year of practice and want out of private practice. I'm in Colorado and would prefer to stay here but am open to full remote opportunities as well. Feel free to message me if you know of anything. Thank you!

like

I am contemplating a new offer for Validation Lead role (non- managerial) at a Big pharma, with 4 years experience -post masters degree. Suggestions on what the compensation should look like ?

like

Hemant & Nandita are Hiring!!

Post Photo

Hey fishes, Need referral in pharma compaines, so looking forward for the same

Yoe-1year 8 months in pharma domain

like

I have $20k in savings, I owe $6,000 to my 401k loan, that’s the only loan I got. I am debt free otherwise except for my house. Should I use my savings to pay off? Since people are talking about unemployment and being fired, I wanted to make sure I have enough, 👩🏾‍💻... What should I do? I initially took the loan to add to my home equity when I sell my house for a new house then covid hit.

like

Hi folks,

If anyone interested in Capgemini Referral, please let me know

like

More Posts

Having trouble landing a decent job, I am 4 years post bachelors, environmental science. I can not seem to land a job above minimum wage. My last position (horticultural assistant) found myself taking on a good amount of projects that were being left unfulfilled, due to coworker politics (a few co worker’s wanted to see the supervisor fall short of expectations) in addition I had difficulty with my manager( sexual harassment) I rejected their advances, and I was laid off in December

likesmart

Can we all agree that gender reveal parties are an annoying thing to subject your friends to?

likefunny

I am in need of some advice I have a bachelors in healthcare administration. My long term goal would be a CEO of a hospital. I am looking at masters programs and need some advice as what to get my masters in. I could get my masters in healthcare administration but would like to look at something a little different maybe healthcare leadership or something. Anyone have some advice?

like

Are there any onsite opportunities in Fusion Applications? I know it's a product based company and complete dev team sits in IDC, but is there any tiny chance of going onsite? Even if it's for small duration.
How to ask manager for that?

like

Best place to buy club set in NYC for a beginner to intermediate player based on price and quality?

like

My SO just started with PWC Australia. I might have to relocate to the states in one year. Will it be possible for my SO to relocate to states as well through PWC at around 1 year mark? Does PWC allows that just after/within one year of joining? Assume she'll get L2 through me, if that matters.

like

Recommendations for how to allocate 401k with Fidelity. Just switched jobs and have to move from Merrill Lynch to Fidelity

like

Want to start saving/investing from this year. Got £11K and will have £2K a month to invest - any recommendations? I don’t want to take crazy risks, somewhere where this is steady long term growth. Have already maxed out pension and I assume next step is maxing out ISA? After that, what is best? (From UK)

like

Is anyone aware of any healthcare / healthcare consulting companies based in the Bristol area (UK)? Thanks

Thoughts on Residuals clauses in NDAs? (Ex.: X will be free to use and disclose for any purpose the residuals resulting from access to or work with Company’s Confidentjal Info.” Refers to ideas, concepts, techniques retained in the memory of people unaided by CI. Do you strike?

likehelpful

Anyone else with big 4 experience looking to find a rewarding career path with an undergrad degree in accounting? What career options are out there without having to go back to school?

like

Does MBB provide breaks around the Christmas/NY time frame similar to B4?

likehelpful

1st Post: How do MBB Risk & Regulation Teams compare to Big 4? It’s the only area where I’ve seen a Big4 Manager move to an MBB without a demotion (at least in Europe). Any insights are appreciated!:)

like

He is Risen! Happy Easter to you and your families! Hope you are able to celebrate the Octave without too much craziness at work getting in the way.

like

A detailed experience in Contact center of 12 years

like

Abbey koi alive hai iss group me, kuch response nhi dete log

like

Anyone know anything about Greenspoon Marder in Tampa? Please DM me if so!

like

Traveling for a wedding this summer and the only SPG location is only available for 1 of 2 nights. Only other good hotel is a Hilton but have no status. How bad is Hilton with not status?

like

Additional Posts in Jobs in Finance

Hi everyone - I have experience in Investment banking domain and I am looking for a new role in Canada and would appreciate your support. I have experience in M&A, DCF, Buy side , sell side, Financial modelling, compliance, due diligence, Thank you in advance for any connections, advice, or opportunities you can offer.

like

What would be the best method to transition from a financial advisory role to a more financial analyst focused position? Is this type of move unheard of/too difficult to do?

Is IB worth the sacrifice of WLB? Obvious pay is really good but are the prestige and pay worth it if you’re planning on only doing it for a couple years?

Currently working at an IRA with great WLB. Honestly I love my job, the firm, and people I work with.

Also doing MBA part time at a T15 school. Thinking about switching to IB but I’ve done my research and I think I would burn out of IB in two years but I might be ok with that for the opportunities after.

like
like

I am looking into a Product Manager role at M&T Bank. Does anyone know the salary range or can tell me about the work/life balance?

like

Is there anyone that works as a Mainframe Data Analyst at Bank of America ? I see an opening and would like to learn more about the day-to-day and projects. TYIA.

like

I am so beyond ready to leave my current job, but can’t yet, since bonuses are paid out in January. 😬

In the meantime, I’ve applied to a lot of similar roles (slightly higher) but have not heard - good or bad - from any. Is it common for companies to slow down hiring in December because of Q4 rush, people on holiday, etc.?

like

Any insight into potential salary range for a Wealth Brokerage Trader at Truist located in Charlotte NC?

like

Bloomberg hi all! I applied for Bloomberg Analytics and Sales and passed the super day. I’m meeting with the manager tomorrow for half an hour. What can I expect? Thanks!

like

I am an Indian CPA and pursuing my level 2 Cfa. I have worked with family office and Swf and have relocated to Vancouver. Any tips on where to begin my job search

Hi there, I am in process of interviewing with the Goldman Sachs India, for a VP Positions. Any idea about the annual salaries for such positions? It is a global position in Investment domain.

likehelpful

Does anyone work at at Merrill Lynch as a Life services relationship consultant? Any info on the pay?

like

I need help figuring out if I’m being underpaid. I’m working in real estate private equity and I focus on fund models and property valuations. I’m currently at base $80k and 20% bonus. On top of that I have 5 years experience and a masters in finance. I’m good at my job and receive positive reviews from everyone. I feel like I should be compensated better but the company says that’s what they think I’m worth. Any help or insights would be great!

like

Graduating with my finance degree in about a year. I took a part-time healthcare position fill my employment gap but most of my previous experience is in manufacturing logistics and customer service. With my background, how do I break into a finance or accounting role? What positions do I apply for? I would like to make at least 45-50k a year min starting if possible.

like

Does anyone have feedback on working for Mercer Advisors? I see a few positions in the Rockwall/ Dallas area that intrigue me. I’ve read Glassdoor reviews- was looking for more in-depth info.
I have my SIE, Series 6 and Series 63.
What is the work culture like, PTO, management style? Thanks!

like

Is there any way to travel or live internationally while working for the US government? I’m working in finance and accounting. Would love to know how and where.

like
like

Has anyone done the Blackstone pymetrics?

like

Hey all! I have an interview with
Deloitte in Regulatory Risk and more precisely in their Investment Management Services team. I would like to know if anyone
knows what the job entails exactly. I keep hearing about people "fooled" into taking a job in risk advisory thinking it'll really be advisory while they only end up doing IT and Audit support (which I do not want to do).
Is it the case here?
Thanks!

like

Tips for starting new job?! First day+week ? Decided to make a big change and leave my job of 10 years to start a new one! Curious tips for first day you found worked or didn’t work

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal