About this role

Onboarding of new Fidelity Registered Investment Advisors.
Supporting existing advisors who are converting a book of business onto the platform.
Leading mid-level to large Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions.
The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform.
This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset.
The Senior Manager, Implementation Project Management will be required to handle mid-level to large deals with and may assist on larger, more sophisticated clients.

Series 7 required
Bachelor’s degree in business or finance or equivalent experience.
Advanced degree preferred
Minimum of 5 years in financial services industry.
Including experience in the institutional or high net worth client management or relationship building role
Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences
Experience with a full breadth of investment solutions, products and services provided to Fidelity clients

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Implementation Project Manager – Wealth Client Experience

Key skills