Manager, Data Analysis (Clearing) - Wealth Client Experience

Fidelity Investments•Jersey City, NJ

About The Position

The Clearing Conversion Data Manager plays a critical leadership role within Client Transition Services, accountable for converting and mapping data from external Clearing Platforms to National Financial Services on behalf of an introducing Broker dealer. This role leads complex, cross‑functional onboarding initiatives and serves as a subject matter expert driving digital efficiency, risk mitigation, and operational excellence. Operating with significant independence, the Clearing Conversion Data Manager works with internal collaborators, Introducing Broker Dealers, and third-party vendors to define and implement data conversion strategies. They transform business and regulatory requirements into mapping documents for Technologists to develop programs to test and implement. They also influence platform and process improvements that affect many client transitions and business units.

Requirements

Bachelor’s degree or equivalent experience, with 5 years of proven success in the financial services industry
Demonstrated effectiveness in complex, client‑facing onboarding, transition, and operational roles
FINRA Series 99 required or to have with 90 days; Series 7 highly preferred
Proven track record to lead sophisticated, cross‑functional initiatives with meaningful functional or divisional impact
Strong project and program management expertise, including oversight of multiple concurrent, time‑sensitive workstreams
Advanced technical proficiency in Excel and Access; SQL proficiency a plus, with the ability to translate business requirements into scalable technical solutions
Advanced analytical, problem‑solving, and decision‑making skills applied to complex, non‑routine scenarios
Executive Presence with strong written and verbal communication skills, including capacity to convey moderate to complex technical concepts to varied audiences
Expertise in data intensive mapping, including requirements definition, testing coordination, change management, and ongoing performance oversight
Results oriented individual who can support challenging priorities while maintaining quality, risk oversight, and client experience standards

Responsibilities

Provide functional leadership and direction, serving as escalation point for complex onboarding, data mapping, documenting requirements and testing developed programs
Support data conversions across clearing platforms providing guidance to Introducing Broker Dealers
Partner with Product Managers, Technology, Risk, and vendors to establish requirements, lead testing, deploy improvements, and maintain risk controls
Drive strategic digital onboarding and automation initiatives, coordinating requirements, UAT, production validation, and integrations within established procedures
Provide expert guidance to clients and internal partners including Sales, Relationship Managers, Project Managers on onboarding processes, workflows, and operational standards
Prepare dashboards and project plans to identify risks, trends, and operational improvement opportunities, lead the resolution of complex issues
Collaborate with Conversion Data Consultants, to support consistent execution across the team, and serve as backup to other Clearing Conversions to ensure continuity of operations