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Wealth Client Manager – Custody

Job in Smithfield, Providence County, Rhode Island, 02917, USA
Listing for: Fidelity
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Experience Manager – Custody

Fidelity is seeking a Client Service Manager I / II to support Registered Investment Advisors (RIAs) in Smithfield, RI. In this role, you will manage client satisfaction and handle operational needs while driving the use of new technology.

The ideal candidate will have over 5 years of experience in the financial services sector and a Series 7 license. A Bachelor’s degree is preferred, along with strong communication and analytical skills.

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