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.

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.