Senior Manager, Implementation Project Manager - Wealth Client Experience at Fidelity Investments

Smithfield, Rhode Island, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Sep, 26

Salary

0.0

Posted On

29 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Client Relationship Management, Asset Conversion Planning, Financial Analysis, Problem Solving, Stakeholder Coordination, Onboarding, Presentation Skills, Analytical Skills, Account Maintenance, Service Escalation, Operating Model Evaluation

Industry

Financial Services

Description

Job Description: The Role The Client Conversion Services (CCS) Implementation team plays a critical role in guiding Broker‑Dealers, Advisors, Banks, Trust companies, and Family Office clients through their transition onto the Fidelity Institutional Wealth Management Services (FIWMS) platform. As a Senior Manager, Implementation Project Management, you will be at the center of this transformation—leading complex onboarding initiatives, strengthening client relationships, and ensuring a seamless conversion experience. In this highly visible role, you will: Lead the onboarding of new Banks, Trust Departments and Registered Investment Advisors (RIAs) as they join Fidelity. Support existing advisors transitioning business to the FIWMS platform. Drive mid‑ to large‑scale implementation projects, coordinating stakeholders and delivering a world‑class onboarding journey. You will take full ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly. The Expertise You Have Series 7 required Bachelor’s degree in business or finance (Advanced degree preferred) 5+ years of financial services experience, ideally within institutional or high‑net‑worth client management or relationship‑driven roles Deep knowledge of Fidelity’s business segments, financial markets, and the competitive landscape Experience with a wide spectrum of investment solutions, products, and services offered to Fidelity clients Skills You Bring Familiarity with Trust Accounting Systems, and the Fidelity brokerage platform Exceptional organizational skills, with the ability to manage multiple, complex relationships and projects in a fast‑paced environment Strong project management capabilities and a proven ability to execute against deadlines Excellent analytical and problem‑solving skills Knowledge of Fidelity brokerage policies, systems (FBSI, XTRAC), and tools (Excel) Outstanding verbal, written, and presentation skills The Value You Deliver Design and execute tailored asset‑conversion plans for new FIWMS clients—analyzing source platforms and defining the most effective conversion paths. Lead the client experience from start to finish, establishing clear expectations and delivering a smooth, high‑quality onboarding journey. Act as a trusted liaison, coordinating across FIWMS teams to troubleshoot and resolve client issues quickly and effectively. Provide hands‑on support for client needs, including account setup, asset transfers, account maintenance, and service escalation. Evaluate client operating models to align with FIWMS policies, recommending enhancements and negotiating workable solutions. Lead mid‑ to large‑scale projects with varying degrees of complexity, including onsite support for advisor breakaways and book-of-business conversions. The Team Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service. 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: Series 07 - FINRA 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

Responsibilities

Lead the onboarding and asset conversion process for new institutional wealth management clients, including banks and RIAs. Coordinate across internal teams to troubleshoot issues and ensure a seamless transition onto the FIWMS platform.