About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:

The internship role will be working closely with individual team members to help assist with day-to-day tasks and/or projects. The role requires a motivated self-starter who is eager to learn, with a sharp eye for detail, and eager to learn about the FinTech industry. 

Potential areas of specialization:

1. Software Development
2. Quality Assurance/Testing
3. Product Management
4. Data Analysis/Analytics
5. Sales and Sales Reporting
6. Marketing

Job Responsibilities and Preferred Skills:

• Assist in completing task – research, record keeping, material creation, and deliverables
• Capability to manage and complete multiple projects based on departmental needs
  • Review, revise, and update policies and procedure
  • Able to collaborate and communicate across multiple departments
• Excellent communicator when providing status updates on projects and deliverables
• Possesses strong organizational skills
• Excellent problem-solving skills
• Strong skills in Microsoft programs (Excel, Word, Power Point, and Outlook)
• Aptitude to learn new software quickly
• Additional skills may be required based on area of specialization
• Interest or foundational understanding of Financial Services / Insurance 

Position Type and Expected Hours of Work: 
The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required. Our Berwyn office is currently open on Monday, Tuesday, Wednesday, and Thursday with team members working from home on Fridays.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. 

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:

The Client Engagement Associate will be responsible for fostering and developing relationships with FIDx clients, continually increasing their satisfaction with Insurance Exchange (iX) and enabling them to grow and streamline their business utilizing our platform. The successful candidate must understand clients' needs, provide exceptional support and guidance, and act as their trusted advocate and business partner. This role requires a basic understanding of the features, functionality, and integration points of the iX platform, excellent communication skills, positive attitude, willingness to learn and be accountable for deliverables, and a passion for delivering outstanding customer experiences.

Responsibilities

Client Relationship Management:

• Serve as the primary point of contact for assigned clients to establish and nurture strong relationships based on trust and mutual success.
• Understand and document clients’ business needs and challenges to develop action plans to address requirements and to remove barriers to progress.
• Meet with clients on a regular basis to proactively address issues and concerns, provide product updates, and gather feedback on platform capabilities and workflows.
• Collaborate with cross-functional teams, including Sales, Marketing, Product, and iX Platform Support, to deliver comprehensive, white-glove client service.
• Provide training and guidance to clients on product features, functionality, and best practices to drive successful adoption of Insurance Exchange.
• Execute tasks and manage projects as directed by Client Engagement Senior Associates and Managers.
• Escalate issues to the larger Client Engagement Team as required.

Client Advocacy:

• Meet with clients regularly to understand their evolving strategic plans, business needs and processes, and implementation architecture to drive increased system usage and to provide context for product enhancement requests.
• Meet with clients regularly to review issues and concerns. Actively track and manage issues and enhancement request lists, define and execute action plans to resolve issues, and provide summary level reporting to clients and internal stakeholders on a periodic basis.
• Execute issue triage, liaising with internal teams as required, to identify root cause of reported issues. Define and execute action steps required to resolve issue. Report issue status and, ultimately, issue resolution to client per agreed upon timeframe.
• Maintain comprehensive repository of client related documentation. Artifacts include but are not limited to: Business Requirements Documents, Statements of Work, transition documents, workflow diagrams, integration diagrams, issues lists, and enhancement request lists.
• Act as a client advocate, ensuring that the client's perspective is always taken into consideration during decision-making processes.
• Proactively gather client feedback and testimonials, leveraging them to promote our success stories and demonstrate the value of client advocacy.

Platform and Industry Expertise:

• Develop and maintain a foundational understanding of Insurance Exchange capabilities and integration points.
• Demonstrate Insurance Exchange basic workflows, features, and functionality and articulate product value to clients within the context of their business.
• Share knowledge and insights with the Client Engagement team and with the larger FIDx organization, contributing to the continuous improvement of our products and services.
• Attend industry conferences, events, and networking forums to enhance professional growth and stay connected with key stakeholders.

Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field. Relevant certifications are a plus.
• Up to 1 year experience in a client-facing role within the fintech industry, such as client success, account management, or customer relationship management.
• Excellent interpersonal and communication skills, with the ability to build strong relationships and effectively communicate with clients at all levels.
• Excellent organizational skills with the ability to manage multiple clients and priorities simultaneously.
• Passion for delivering exceptional customer experiences and driving client success.
• Strong problem-solving skills and the ability to navigate complex client requirements and deliver solutions to business problems.
• Willing to deepen understanding of fintech products, services, and industry trends.
• Results-oriented mindset with a track record of meeting or exceeding client satisfaction and retention goals.
• Proficiency in using project management tool like Monday.com and other relevant software applications.
• Self-motivated and able to work independently while also being a team player.
• Accountable for business outcomes.

Additional Requirements

• Travel and flexible working hours may be required (i.e., weekend working and extended hours on occasion, linked to client assignments and project deadlines.)   
• Candidate must be self-motivated, adaptable and show initiative.
• Strong Excel, Word, Power Point, and Lucid skills required. 
• Candidate must be self-assured and remain composed in critical deadline situations.

Expected Hours of Work: 

The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This position is classified as Exempt and not eligible for overtime pay. 

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

If you are a customer-focused professional with experience with or interest in the fintech industry, we invite you to join our team as a Client Success Associate. Take part in shaping the success of our clients and contribute to our company's growth in the exciting world of fintech.

About Us:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities – both for our clients and our employees.

About the Opportunity:

The Implementations Manager will be responsible for driving and managing all phases of a Broker Dealer and/or Registered Investment Advisor’s implementation of the Insurance Exchange (iX) platform. Project phases include: business discovery, solution design, annuity program set up, development & configuration, annuity product set up, workflow and integration testing, and post-launch support. You will likely be managing multiple implementations at any given time and must be able to simultaneously track, manage and direct multiple sets of internal and external workstreams.  The Implementations Manager is a qualified leader with demonstrated experience in project management, business process analysis, system data flows and business architecture. You must be highly organized and have the ability to lead across teams, manage client expectations, drive and prioritize deliverables across multiple projects with evolving client requirements. This role requires a deep understanding of the features, functionality, and integration points of the iX platform, excellent communication skills, positive attitude, accountability for delivery, and a passion for delivering outstanding customer experiences.

Responsibilities

Client Management

• Participate in due diligence sessions with on-boarding clients to understand the firms’ strategic business plans and annuity program goals and objectives.
• Understand the client’s technology environment, business architecture, 3^rd party providers and operational workflows.
• Lead discussions relevant to design and configuration of the Insurance Exchange platform. Ensure client understands and is able to support platform set up and integration requirements.
• Ensure implementation projects are adequately resourced by the client and by 3^rd party system providers.
• Cooperatively manage project scope with the client and invoke change management processes where necessary to keep implementation projects on schedule.
• Escalate issues with the client as appropriate, clearly communicating project dependencies, risks and implications.
• Accept and track implementation related client feedback and incorporate requests in standard process where appropriate

Project Execution

• Design the client’s Insurance Exchange platform implementation, including annuity workflows, operational processes, integration points, data flows, and system functionality
• Document the definition of services, out of scope items, items not required for annuity program launch (e.g., Day 2 items), and communicate to the client and internal stakeholders
• Create and manage Statements of Work (SOWs) for client implementations, as necessary. Work with client’s Strategic Relationship Manager to address and resolve economic issues.
• Define conversion approach and develop implementation plan highlighting key milestones, dependencies, and project schedule
• Manage on-boarding activities to the implementation plan for the duration of each project. Ensure deliverables are met by published timelines. Evolve plan as necessary by executing change management processes.
• Work collaboratively with partner firms, e.g., Envestnet, iCapital, Account Order Entry (AOE) providers, and ensure that they meet project deliverables
• Organize, plan and conduct project related meetings. Lead status meetings with senior and executive management at regular cadence, highlighting project progress, roadblocks, and required escalations.
• Coordinate with Technology team to provide an environment for internal and external User Acceptance testing on accordance with project timelines.

Team Leadership

• Work closely with Practice Management, Product, and Technology teams to ensure Implementation team alignment with strategic goals and key business decisions regarding products, services, and key business initiatives
• Provide guidance, coaching, and feedback to Implementation Associates and Senior Associates to foster their professional development.
• Manage and guide the efforts of Business Integration Testing Associates to ensure testing efforts are properly aligned with client expectations
• Collaborate with internal teams to share approaches, develop implementation best practices, and improve team capabilities to successfully onboard clients
• Work with internal and external business teams to assess and streamline processes to mitigate risk, cost, or issues and generate efficiencies

Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field.
• Proven experience (3-5 years) in investment operations, project management, client implementation and/or business analysis. Relevant certifications are a plus.
• Strong understanding of Investment Management Operations processes, broker dealer / RIA technology and procedures, and an ability and willingness to learn quickly
• Solid understanding of financial products, services, and industry trends. Experience with annuity products and advisor tool sets a plus.
• Experience implementing technology at broker-dealers and/or RIAs preferred
• Excellent interpersonal and communication skills, with the ability to build strong relationships and effectively communicate with clients at all levels.
• Strong analytical, process analysis, and problem-solving skills. Interest in relevance of detail underlying analysis is a must.
• Excellent organizational and time management skills with the ability to manage multiple clients and priorities simultaneously.
• Comfortable facilitating project working groups and ability to navigate and synthesize complex client requirements
• Experience with designing new solutions by gathering and analyzing requirements, assessing system capabilities, and writing business and technology specifications
• Excellent organizational skills with the ability to manage multiple projects and priorities simultaneously.
• Passion for delivering exceptional customer experiences and driving client success.
• Self-motivated and able to work independently while also being a team player.
• Accountable for business outcomes.

Additional Requirements

• Travel and flexible working hours may be required
• Candidate must be self-motivated, adaptable and show initiative
• Strong Excel, Word, Power Point skills required.  Lucid or Visio skills preferred.
• Candidate must be self-assured and react well within critical deadline situations

Position Type and Expected Hours of Work

The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Working extended business hours or weekends will be required on occasion to support code deployments and on-boarding project schedule and deadlines.  

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This position is classified as Exempt and not eligible for overtime pay. 

FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.