Apply on Employer Site

Fidelity Bank · 1 month ago

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

Smithfield, RI

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Fidelity Bank is seeking a Manager, Implementation Project Management to join their Client Conversion Services team. This role involves onboarding new Registered Investment Advisors and Broker Dealers onto the Fidelity Institutional Wealth Management Services platform, ensuring a seamless transition and managing client relationships during the implementation process.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Onboarding of new Fidelity Registered Investment Advisors and/or Broker Dealers

Supporting existing advisors and firms who are converting onto the platform

Leading small to mid-level Implementation Projects as well as acting in a support capacity for larger conversion events

Ensure the seamless transition of Registered Investment Advisors (RIA) and Broker Dealers onto the Fidelity platform

Implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset

Handle small to mid-level deals and assist on larger, more sophisticated clients

Advise the overall asset conversion plans for new clients to FIWMS

Analyze the source and figure out the best methods to achieve successful conversion

Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index

Act as a liaison on behalf of client to FIWMS organization to address client issues

Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues

Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital

Make recommendations on standard processes

Lead small to mid-level projects, with varying degrees of complexity

Provide peer onsite support as business needs arise

Qualification

Series 7Financial Services ExperienceProject ManagementAnalytical SkillsSecurities Regulation KnowledgeFidelity Brokerage KnowledgeOrganizational SkillsCommunication SkillsDetail OrientedPresentation SkillsRelationship Building

Required

Series 7 required

Bachelor's degree in business or finance or equivalent experience

3 – 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

Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment

Strong Project Management skills

Excellent analytical skills

Solid understanding of securities regulation SRO rules and standard industry policies and procedures

Solid understanding of Fidelity brokerage policy and procedures

Solid understanding of FBSI, XTRAC and EXCEL

Outstanding verbal, and written communication, and presentation skills

Ability to travel up to 10% of time