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PI & Advisory Operations Assistant Manager

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 3 days ago

No clicks

**PI & Advisory Operations Assistant Manager - Germany** Manage PI & Advisory Operations team, ensuring client data accuracy and process efficiency. Key responsibilities include client information set-up, maintenance, and deletion; Not In Good Order (NIGO) processing; data cleansing; quality control; process optimization; and IT change request creation. Requirements: Fluent in German and English; numeracy and data processing background; process improvement knowledge; client-centric approach; risk awareness; flexibility, and strong collaboration skills. Join Fidelity International's global team, fostering better financial futures for clients, with a supportive work environment and comprehensive benefits.

Compensation
Not specified

Currency: Not specified

City
Frankfurt
Country
Germany

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 31 July 2026

Job Description

Title: PI & Advisory Operations Assistant Manager

Location: Kronberg, Germany

Level Assistant Manager

Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like youre part of something bigger.

About your team

The German Customer Operations department is part of Global Personal Investing and Advisory Operations (GPIA Operations). Operations in Germany supports profitable business growth by continuously improving operational processes and the overarching operating model. The department aims to deliver an outstanding customer experience and works collaboratively with Technology, Client Services and Sales (cross-functional approach).

About your role

PI & Advisory Operations Germany consists of different teams and is organized into the key functions of Post and Document Management, Client-Onboarding and Client Maintenance, Re-Registration and Transfers, Dealing, Ordering, Reconciliation and Distributions, as well as customer regulatory reporting and tax. This role covers client data management and quality activity. The key activities include:

  • Set-up, maintenance and deletion of client information
  • Processing of Not In Good Order client information set-up and maintenance requests
  • Completion of data cleansing activities to adhere to data accuracy and consistency requirements
  • Ensure that quality and productivity standards are adhered to
  • Identify inefficiencies and process transformation opportunities to further drive automation and digitization
  • Creation of IT change requests (incl. determination of a business case) and support testing and implementation

About you

You are right for this role if you have the following skills and experience:

  • Fluency in German and English
  • Good numerancy and attention to detail with a background in data processing
  • Process optimization and continuous improvement knowledge
  • Client-centricity
  • High level of quality assurance and risk awareness
  • Flexibility and collaboration

Feel rewarded

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Location: Kronberg Office

Time Type: Full time

PI & Advisory Operations Assistant Manager

Compensation

Not specified

City: Frankfurt

Country: Germany

Fidelity Investments logo
Asset Management

3 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**PI & Advisory Operations Assistant Manager - Germany** Manage PI & Advisory Operations team, ensuring client data accuracy and process efficiency. Key responsibilities include client information set-up, maintenance, and deletion; Not In Good Order (NIGO) processing; data cleansing; quality control; process optimization; and IT change request creation. Requirements: Fluent in German and English; numeracy and data processing background; process improvement knowledge; client-centric approach; risk awareness; flexibility, and strong collaboration skills. Join Fidelity International's global team, fostering better financial futures for clients, with a supportive work environment and comprehensive benefits.

Full Job Description

About the Opportunity

Job Type: Permanent

Application Deadline: 31 July 2026

Job Description

Title: PI & Advisory Operations Assistant Manager

Location: Kronberg, Germany

Level Assistant Manager

Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like youre part of something bigger.

About your team

The German Customer Operations department is part of Global Personal Investing and Advisory Operations (GPIA Operations). Operations in Germany supports profitable business growth by continuously improving operational processes and the overarching operating model. The department aims to deliver an outstanding customer experience and works collaboratively with Technology, Client Services and Sales (cross-functional approach).

About your role

PI & Advisory Operations Germany consists of different teams and is organized into the key functions of Post and Document Management, Client-Onboarding and Client Maintenance, Re-Registration and Transfers, Dealing, Ordering, Reconciliation and Distributions, as well as customer regulatory reporting and tax. This role covers client data management and quality activity. The key activities include:

  • Set-up, maintenance and deletion of client information
  • Processing of Not In Good Order client information set-up and maintenance requests
  • Completion of data cleansing activities to adhere to data accuracy and consistency requirements
  • Ensure that quality and productivity standards are adhered to
  • Identify inefficiencies and process transformation opportunities to further drive automation and digitization
  • Creation of IT change requests (incl. determination of a business case) and support testing and implementation

About you

You are right for this role if you have the following skills and experience:

  • Fluency in German and English
  • Good numerancy and attention to detail with a background in data processing
  • Process optimization and continuous improvement knowledge
  • Client-centricity
  • High level of quality assurance and risk awareness
  • Flexibility and collaboration

Feel rewarded

For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Location: Kronberg Office

Time Type: Full time