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FI
Fidelity

Senior Manager, Implementation Project Manager - Wealth Client Experience

Salary$79k – $153k
Location245 Summer St, Boston MA
Work modeon-site
Typefull-time
SenioritySenior
Experience5+ yrs
DepartmentClient Service
Company size10,000+ people
First seenOct 10, 2026 · 1d ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Must have11
Series 7 required
Bachelor's degree in business or finance
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
Nice to have1
Advanced degree preferred
Eligibility1
Fidelity will not provide immigration sponsorship for this position
Skills
Excel
FBSI
XTRAC
Trust Accounting Systems
Benefits
Health insurance
Retirement plan
Paid time off
Parental leave
Tuition reimbursement
Student loan repayment
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Client Conversion Services (CCS) Implementation team plays a critical role in guiding Broker‑Dealers, Advisors, Banks, Trust companies, and Family Office clients through their transition onto the Fidelity Institutional Wealth Management Services (FIWMS) platform. As a Senior Manager, Implementation Project Management, you will be at the center of this transformation—leading complex onboarding initiatives, strengthening client relationships, and ensuring a seamless conversion experience.
Responsibilities
In this highly visible role, you will:
•
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.
•
You will take full ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.
The Expertise You Have
•
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 You Bring
•
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
The Value You Deliver
•
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.
The Team
Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and ‘extraordinary’ client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $79,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Benefits
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:
Series 07 - FINRA
Category:
Client Service
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