Customer Success Manager – Fidelity Private Shares

fmr· Fidelity Private Shares LLC
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📍 Salt Lake City, UTFull time

About this role

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

 

Customer Success Manager – Fidelity Private Shares

 

The Role 


Fidelity Private Shares is looking for an engaging, driven individual to join our team as a Customer Success Manager. This role will be part of the team that builds and maintains relationships with our clients—by helping them navigate Fidelity Private Shares (FPS), getting to know their business goals, and ensuring a smooth renewal process. 

 


The Expertise and Skills You Bring  


  • We expect that successful candidates will have between 3-5 years of experience working in a customer success or account management role in a B2B SaaS company or startup environment, including working with executive contacts, securing renewals, and creating customer education and engagement plans. 
  • Our team members possess excellent communication and relationship management skills passion for helping clients use the platform successfully, and an eagerness to create FPS evangelists.  
  • We look for people who are curious, driven, engaging, and tech-savvy. 

 

The Team 


Our Customer Success team is known among our competitors for providing great service and an easy onboarding process. We collaborate frequently with product and development teams and stay in close touch with our sales team as they bring in new clients. While we have branches of support, implementation, and customer success, we are a small team and our collaborative, helpful attitudes are essential ingredients in our success. In addition, the Private Market group routinely collaborates with our Fidelity Stock Plan Services colleagues supporting pre-IPO and public companies.  

 

 

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Client Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Frequently Asked Questions

Is the salary disclosed for the Customer Success Manager – Fidelity Private Shares position at fmr?
The salary for this Customer Success Manager – Fidelity Private Shares role at fmr is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Customer Success Manager – Fidelity Private Shares position at fmr located?
This Customer Success Manager – Fidelity Private Shares role at fmr is based in Salt Lake City, UT. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Customer Success Manager – Fidelity Private Shares role at fmr full-time or part-time?
This is listed as a Full time position. It is posted as a Customer Success Manager – Fidelity Private Shares role in the Fidelity Private Shares LLC department at fmr.
Which team or department does the Customer Success Manager – Fidelity Private Shares at fmr belong to?
This Customer Success Manager – Fidelity Private Shares position is part of the Fidelity Private Shares LLC department at fmr. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Customer Success Manager – Fidelity Private Shares position at fmr?
Click the "Apply Now" button on this page. You will be redirected to fmr's official application portal hosted on workday where you can submit your application directly.
When was the Customer Success Manager – Fidelity Private Shares job at fmr posted?
This Customer Success Manager – Fidelity Private Shares position at fmr was posted on Sep 29, 2026. Apply as soon as possible — early applications are often reviewed first.
Customer Success Manager – Fidelity Private Shares
fmr
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