Senior Manager, Implementation Project Manager – Wealth Client Experience

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Senior Manager leading complex onboarding initiatives for Broker-Dealers and Advisors joining Fidelity’s Wealth Management Services. Strengthening client relationships and ensuring seamless conversions.

Posted 6/18/2026full-timeSmithfield • Rhode Island, Texas • 🇺🇸 United StatesSeniorWebsite

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Hard Skills

project managementasset conversionclient relationship managementanalytical skillsproblem-solving skillsfinancial services experienceinvestment solutionsTrust Accounting SystemsFidelity brokerage policiesFidelity brokerage platform

Soft Skills

organizational skillscommunication skillsleadershipnegotiationstakeholder coordinationclient experience managementadaptabilityattention to detailtime managementtroubleshooting

Tools & Technologies

FBSIXTRACExcelFIWMS platform

Certifications & Qualifications

Series 7Bachelor’s degree in businessBachelor’s degree in financeAdvanced degree (preferred)

Industry Keywords

high-net-worth client managementinstitutional client managementfinancial marketscompetitive landscapeonboarding journeyclient operating modelsservice escalationadvisor breakawaysbook-of-business conversions

About the role

Key responsibilities & impact

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.
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.

Requirements

What you’ll need

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
Familiarity with Trust Accounting Systems, and the 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 a 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

Benefits

Comp & perks

Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934
Investment Advisers Act of 1940
Investment Company Act of 1940
ERISA
Numerous state laws governing securities
Investment and retirement-related financial activities
Rules and regulations of numerous self-regulatory organizations