Job Description:
The Role
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.
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.
The Expertise You Have
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
Skills You Bring
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
The Value You Deliver
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.
The Team
Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.
Certifications:
Series 07 - FINRACategory:
Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.