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Senior Manager, Implementation Project Manager – Wealth Client
Job in
North Providence, Providence County, Rhode Island, 02911, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
- 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.
- Take full ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.
- 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.
- 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
- 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
- project management
- asset conversion
- client relationship management
- analytical skills
- problem-solving skills
- financial services experience
- investment solutions
- Trust Accounting Systems
- Fidelity brokerage policies
- Fidelity brokerage platform
- organizational skills
- communication skills
- leadership
- negotiation
- stakeholder coordination
- client experience management
- adaptability attention to detail
- time management
- troubleshooting
- Series 7
- Bachelor’s degree in business
- Bachelor’s degree in finance
- Advanced degree (preferred)
Position Requirements
10+ Years
work experience
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