Senior Manager, Implementation Project Manager - Wealth Client Experience

Senior Manager, Implementation Project Management (CCS Implementation) The Client Conversion Services (CCS) Implementation team guides Broker‑Dealers, Advisors, Banks, Trust companies, and Family Office clients through their transition onto the Fidelity Institutional Wealth Management Services (FIWMS) platform. Responsibilities 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. Take full ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly. Qualifications 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 Familiarity with Trust Accounting Systems and 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 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. Value Delivered 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. Certifications Series 07 - FINRA. Legal Notice Please 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. #J-18808-Ljbffr Fidelity Investments