Financial Consultant
Current
Mar 2021 - Present
AeroLeads people directory · profile
Chris Larkin Email & Phone Number
Financial Services Professional | Financial Consultant | Customer Strategist | Financial Wellness Advocate | Segment Manager | Customer Service Leader | Product & Service Developer | Relationship Manager
at
Fidelity Investments
1 work email found
@fmr.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Services Professional | Financial Consultant | Customer Strategist | Financial Wellness Advocate | Segment Manager | Customer Service Leader | Product & Service Developer | Relationship Manager
Location
Westborough, Massachusetts, United States
Company size
Who is Chris Larkin? Overview
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Quick answer
Chris Larkin is listed as Financial Services Professional | Financial Consultant | Customer Strategist | Financial Wellness Advocate | Segment Manager | Customer Service Leader | Product & Service Developer | Relationship Manager at Fidelity Investments, a with 52767 employees, based in Westborough, Massachusetts, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Chris Larkin.
Chris Larkin previously worked as Financial Consultant at Fidelity Investments and Vice President Customer Strategy and Segment Management at Fidelity Investments. Chris Larkin holds Certificate Program, Design Thinking from The Hasso Plattner Institute Of Design At Stanford University.
Company email context
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{first}.{last}@fmr.com
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Profile bio
About Chris Larkin
I have worked in the financial services industry for over 30 years. Throughout that time, I focused on understanding and serving the needs of my customers. I led customer service organizations and customer segments, developed communication strategies and educational content, sponsored customer research, and developed products and services all designed to improve the financial lives of those I served.I am passionate about the importance of financial wellness. I believe strongly in the power of financial planning and the impact it can have on customer outcomes.Specialties: Financial planning, customer strategy, call center/operations management, financial wellness program development, segmentation, design thinking, process improvement, product and service model design, and sales
Current workplace
Chris Larkin's current company
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Fidelity Investments
11 roles
Chris Larkin work experience
A career timeline built from the work history available for this profile.
Vice President Customer Strategy And Segment Management
-Drove segmentation of workplace customer base and implemented it across channels, marketing, and product-Led segment focused on customers living paycheck to paycheck, championed their needs, and developed a strategy to achieve better financial outcomes-Developed financial wellness offering, including online assessment, education, solutions, and phone support-Partnered with client facing teams to drive 99% adoption of financial wellness offering
Jan 2012 - Mar 2020
Vice President, Workplace Participant Services
-Led customer service organization, consisting of 10 teams and 160 associates, serving our tax exempt workplace customers-Created a positive and engaged associate culture and developed a strong leadership team-Sponsored a complete overhaul of associate resources and redesigned our service model leading to strong improvement in both customer satisfaction scores and guidance leads-Participated in an initiative co-sponsored by Fidelity and Stanford University focused on creating next generation workplace plan design using design thinking principles
Jan 2007 - Jan 2012
Vice President, Participant Strategy Marketing
- Drove asset retention marketing strategy and initiatives in our tax exempt workplace market- Redesigned communication pieces for our recently separated workplace customers and partnered with client facing teams to drive plan sponsor adoption- Served as Market Manager for the Raleigh Durham area, designing engagement opportunities between our workplace customers and our retail branch in this region-Program managed the development and roll out of a new sales appointment reservation system
Jan 2005 - Jan 2007
Vice President, Operations
-Led operations team charged with researching and resolving customer inquiries involving health benefits-Designed and implemented new onshore and offshore strategy to support ongoing growth-Led successful change management effort to ensure a smooth associate and customer transition into new operating model-Developed new participant advocacy model, designed to assist customers work with their insurance carriers on disputed health claims
Mar 2004 - Jan 2005
Vice President, Survivor Services
-Led a team of associates responsible for delivering high touch case management services to beneficiaries of our workplace customers-Coordinated death benefits across all of our workplace product lines, including defined contribution, defined benefit, life insurance, and stock plan services-Built an offshore operation in India and a second call center in Toronto to support new growth-Worked across the firm to provide beneficiaries access to guidance and support from our personal investing team
Feb 2002 - Mar 2004
Director Of Participant Services
-Led customer service teams supporting across all of our workplace benefit products (DC, DB, and H&W)-Assisted in redesign of our call center service delivery model-Led pre-sale client tours of our call center operation
May 1999 - Feb 2002
Director Of Quality Assurance And Risk Management
-Led a team of associates focused call quality initiatives and service recovery due to associate errors-Built new online tool for phone associates to capture voice of the customer sentiment-Served as call center lead for internal and external auditors-Responsible for business contingency planning for national call centers-Ran corporate reserves program designed to supplement normal call center associate capacity
Oct 1997 - May 1999
Team Manager, Participant Services
-Led a team of customer service associates supporting defined benefit and defined contribution customers-Assisted with redesign and roll out of an associate online resource tool-Revamped the associate bonus and recognition program
Sep 1996 - Oct 1997
Customer Service Representative
-Trained on both retail products and services as well as workplace defined contribution and defined benefit plans-Provide phone support and resolved customer inquiries-Conducted mutual fund exchanges and 401k loans and withdrawals
Dec 1993 - Sep 1996
Licensed Real Estate Salesperson
* Listed and sold residential real estate* Designed marketing and advertising strategies* Prospected for new business
Jan 1992 - Jun 1994
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
KD
Kaine Danielson
Colleague at Fidelity InvestmentsMetro Jacksonville, United States
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A.
Aksh .
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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AH
Amanda Hansen
Colleague at Fidelity InvestmentsMidvale, Utah, United States
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Yeabsra (Yeab) Hailu
Colleague at Fidelity InvestmentsNew York, United States
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MM
Michael Mason
Colleague at Fidelity InvestmentsMarlborough, Massachusetts, United States
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SC
Stella Chay, Eca, Cfp®
Colleague at Fidelity InvestmentsSan Francisco, California, United States
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ES
Eziquio Souza, Mba
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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CP
Chongjun Pei
Colleague at Fidelity InvestmentsDalian, Liaoning, China
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JB
Joshua Baker
Colleague at Fidelity InvestmentsMebane, North Carolina, United States
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MK
Meara Kelleher
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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Kaine Danielson
Colleague at Fidelity InvestmentsMetro Jacksonville, United States
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A.
Aksh .
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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AH
Amanda Hansen
Colleague at Fidelity InvestmentsMidvale, Utah, United States
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Y(
Yeabsra (Yeab) Hailu
Colleague at Fidelity InvestmentsNew York, United States
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MM
Michael Mason
Colleague at Fidelity InvestmentsMarlborough, Massachusetts, United States
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SC
Stella Chay, Eca, Cfp®
Colleague at Fidelity InvestmentsSan Francisco, California, United States
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ES
Eziquio Souza, Mba
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
View →
CP
Chongjun Pei
Colleague at Fidelity InvestmentsDalian, Liaoning, China
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JB
Joshua Baker
Colleague at Fidelity InvestmentsMebane, North Carolina, United States
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MK
Meara Kelleher
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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3 education records
Chris Larkin education
Certificate Program, Design Thinking
The Hasso Plattner Institute Of Design At Stanford University
Executive Leadership Program
Bachelor Of Arts - Ba, Economics
FAQ
Frequently asked questions about Chris Larkin
Quick answers generated from the profile data available on this page.
What company does Chris Larkin work for?
Chris Larkin works for Fidelity Investments.
What is Chris Larkin's role at Fidelity Investments?
Chris Larkin is listed as Financial Services Professional | Financial Consultant | Customer Strategist | Financial Wellness Advocate | Segment Manager | Customer Service Leader | Product & Service Developer | Relationship Manager at Fidelity Investments.
What is Chris Larkin's email address?
AeroLeads has found 1 work email signal at @fmr.com for Chris Larkin at Fidelity Investments.
Where is Chris Larkin based?
Chris Larkin is based in Westborough, Massachusetts, United States while working with Fidelity Investments.
What companies has Chris Larkin worked for?
Chris Larkin has worked for Fidelity Investments and Prudential Real Estate.
Who are Chris Larkin's colleagues at Fidelity Investments?
Chris Larkin's colleagues at Fidelity Investments include Kaine Danielson, Aksh ., Amanda Hansen, Yeabsra (Yeab) Hailu, and Michael Mason.
How can I contact Chris Larkin?
You can use AeroLeads to view verified contact signals for Chris Larkin at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Chris Larkin attend?
Chris Larkin holds Certificate Program, Design Thinking from The Hasso Plattner Institute Of Design At Stanford University.
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