Senior Manager, Implementation Project Manager - Wealth Client Experience

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.

• 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

• 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

• 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.