Manager, Implementation Project Manager - Institutional Wealth Management Services

Fidelity(2 months ago)

HybridFull TimeManager$66,000 - $125,000Client Service

About this role

A Manager, Implementation Project Management at Fidelity oversees onboarding and conversion of Registered Investment Advisors onto the Fidelity Institutional Wealth Management Services platform, developing client relationships and managing implementation projects. The role is part of the Client Conversion Services team and collaborates with sales, product, technology, and client service partners.

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Required Skills

Project Management
Analytical
Communication
Organization
Client Relations
Onboarding
Client Conversion
Excel
XTRAC
FBSI

+1 more

Qualifications

Series 7
Bachelor's Degree
Advanced Degree (Preferred)

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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