Manager / Sr. Manager, Implementation Project Manager - Institutional Wealth Management Services CE

Fidelity(2 months ago)

HybridFull TimeManager$108,933 - $143,314 (estimated)Client Service

About this role

The Manager, Implementation Project Management on the Client Conversion Services team oversees the transition of Registered Investment Advisors, Broker-Dealers, and other institutional clients onto Fidelity Institutional Wealth Management Services’ platform. The role focuses on managing onboarding relationships, coordinating conversions of assets, and partnering with internal teams to ensure a smooth client implementation experience.

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Required Skills

Project Management
Organizational
Analytical
Communication
Presentation
Regulatory Knowledge
Brokerage Knowledge
FBSI
XTRAC
Excel

+1 more

Qualifications

Bachelor's Degree (Business or Finance)
Series 7 - FINRA

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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