Senior Manager, Implementation Project Manager – Wealth Client Experience

Jobtailor • Remote (ri, United States) • 6h ago

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.

Requirements

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

Hard 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

Soft Skills

organizational skills
communication skills
leadership
negotiation
stakeholder coordination
client experience management
adaptabilityattention to detail
time management
troubleshooting

Certifications & Qualifications

Series 7
Bachelor’s degree in business
Bachelor’s degree in finance
Advanced degree (preferred)

#J-18808-Ljbffr

Related Jobs

Remote ITS Project Manager - Infrastructure (Contract)

Comtech Global Inc • providence, ri, United States • 5h ago

Management & Operations

5h ago

Direct Client Requirement Project Manager Remote

Comtech Global Inc • providence, ri, United States • 5h ago

Management & Operations

5h ago

Transportation Principal Project Manager

HDR • providence, ri, United States • 6h ago

Management & Operations

6h ago

Senior Manager, Implementation Project Manager - Wealth Client Experience

Socket.dev • smithfield, ri, United States • 6h ago

Management & Operations

6h ago

INTERDEPARTMENTAL PROJECT MANAGER

Ricouncil94 • Remote (ri, United States) • 6h ago

Management & Operations

6h ago

Senior Environmental Project Manager, Permitting

Stantec Consulting International Ltd. • Remote (ri, United States) • 6h ago

Management & Operations

6h ago

Senior Environmental Project Manager Permitting & Resilience

Stantec • Remote (ri, United States) • 6h ago

Management & Operations

6h ago

Senior Environmental Project Manager, Permitting

Stantec • Remote (ri, United States) • 6h ago

Management & Operations

6h ago

Technical Project Manager Data and Analytics

ManpowerGroup Global, Inc. • town of norway, wi, United States • 6h ago

Management & Operations

6h ago

Hazardous Waste Project Manager

Clean Harbors • somerset, ma, United States • 6h ago

Management & Operations

6h ago