Senior Manager, Implementation Project Manager - Wealth Client Experience

Fidelity•Smithfield, RI

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 Senior Manager, Implementation Project Management, you will be at the center of this transformation—leading complex onboarding initiatives, strengthening client relationships, and ensuring a seamless conversion experience. In this highly visible role, you will 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, and drive mid‑ to large‑scale implementation projects, coordinating stakeholders and delivering a world‑class onboarding journey. You will take full 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
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

Nice To Haves

Advanced degree preferred

Responsibilities

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.