Manager, Implementation Project Manager - Wealth Client Experience

Fidelity•Smithfield, RI

13h•Onsite

About The Position

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 Manager, Implementation Project Management, you will be at the center of this transformation—leading new clients through onboarding initiatives (moments that matter), strengthening client relationships, and ensuring a seamless conversion experience. In this highly visible role, you will: Own and drive implementation projects end-to-end, managing small to mid-sized conversions and contributing to more complex client engagements. Support existing advisors transitioning a book of business to the FIWMS platform. Drive implementation projects, coordinating stakeholders and delivering a world‑class onboarding journey. You will take ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.

Requirements

Series 7 required
Bachelor’s degree in business or finance
3-5 years of financial services experience, ideally within institutional, high‑net‑worth client management or relationship‑driven roles
Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences
Experience with a wide spectrum of investment solutions, products, and services offered to Fidelity clients
Exceptional organizational skills, with the ability to manage multiple, complex relationships and projects in a fast‑paced environment
Excellent analytical and problem‑solving skills
Knowledge of Fidelity brokerage policies, systems (FBSI, XTRAC), and tools (Excel)
Outstanding verbal, written, and presentation skills

Responsibilities

Own and drive implementation projects end-to-end, managing small to mid-sized conversions and contributing to more complex client engagements.
Support existing advisors transitioning a book of business to the FIWMS platform.
Drive implementation projects, coordinating stakeholders and delivering a world‑class onboarding journey.
Take ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.
Advise the overall asset conversion plans for new clients to FIWMS.
Analyze the source and figure out the best methods to achieve successful conversion.
Lead the client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.
Act as a liaison on behalf of client to FIWMS organization to address client issues.
Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.
Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital.
Make recommendations on standard processes.