Fidelity International has promoted Jackie Boylan to head of investor servicing, Money Marketing can reveal.
The company said Boylan “has taken on a new role within Fidelity International, working across our global platform businesses – our workplace investing, personal investing and adviser solutions platforms.”
Boylan previously held the position of head of UK adviser platform.
Despite moving to a more global role, the UK will still remain a key part of her new position.
Fidelity added Boylan will “look at how we can bring together expertise from across our business and strengthen the experience we offer to our clients.”
Boylan’s new role will still have an adviser focus through the company’s IFA platform business, adviser solutions platforms.
However, her remit now includes workplace investing – its defined contribution (DC) pension business – as well as a direct-to-consumer (D2C) effort through its personal investing arm.
Fidelity added: “Jackie will transition to her new role gradually and continue working closely with Fidelity Adviser Solutions’ leadership team to provide support for our clients.”
The Fidelity Adviser Solutions’ leadership team will “continue to lead the growth of the UK platform and work closely with its clients,” it said.
“Boylan will work closely together with the leadership team to support our clients as she transitions gradually to her new role.”
In September 2023, Fidelity Adviser Solutions completed its latest integration with Origo Integration Hub, providing greater and more direct access to client data.
It said integrating bulk valuations and transaction history from Fidelity directly into Intelliflo Office will enable more efficient connections.
This is the first time Intelliflo customers can access transactional data directly from Fidelity into their systems.
The company said this should eliminate the need for the manual re-keying of client data and allowing them to hold their clients’ data in a single place.
