Sr. Manager, Implementation - Wealth Client Experience

Fidelity•Westlake, TX

15h•Hybrid

About The Position

The Client Conversion Services (CCS) Implementation team at Fidelity Institutional Wealth Management Services (FIWMS) is responsible for guiding Broker-Dealers, Advisors, Banks and Trust firms, and Family Office clients through their transition onto the FIWMS platform. As a Senior Manager, Implementation Project Management, you will be central to this transformation, leading complex onboarding initiatives, strengthening client relationships, and ensuring a seamless conversion experience. This highly visible role involves leading the onboarding of new Registered Investment Advisors (RIAs) and supporting existing advisors transitioning a book of business to the FIWMS platform. You will drive mid- to large-scale implementation projects, coordinating stakeholders and delivering a world-class onboarding journey, taking full ownership of the implementation lifecycle, managing client relationships with minimal oversight, and ensuring assets transition smoothly. The FIWMS division offers clearing and custody services, investment and technology products, institutional trading, and client experience to over 13,500 financial intermediary firms and institutions. The Client Conversion Services Project Management team, part of Client Experience, supports the onboarding of these businesses and collaborates closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants, and Client Service.

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
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 Registered Investment Advisors (RIAs) as they join Fidelity.
Support existing advisors transitioning a book of 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.