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 Manager, Implementation Project Management, you will be at the center of this transformation—leading new clients through onboarding initiatives (moments that matter), strengthening client relationships, and ensuring a seamless conversion experience.
In this highly visible role, you will:
Own and drive implementation projects end-to-end, managing small to mid-sized conversions and contributing to more complex client engagements.
Support existing advisors transitioning a book of business to the FIWMS platform.
Drive implementation projects, coordinating stakeholders and delivering a world‑class onboarding journey.
You will take 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
3-5 years of financial services experience, ideally within institutional, high‑net‑worth client management or relationship‑driven roles
Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences
Experience with a wide spectrum of investment solutions, products, and services offered to Fidelity clients
The Skills You Bring
Exceptional organizational skills, with the ability to manage multiple, complex relationships and projects in a fast‑paced environment
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
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 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.
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.
NOTE: This role does not support sponsorship.
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.
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.
Skills Required
- Series 7 certification (FINRA)
- Bachelor's degree in business or finance
- 3-5 years of financial services experience (institutional or high-net-worth/client management)
- Strong knowledge of Fidelity business segments and industry/market dynamics
- Experience with a wide spectrum of investment solutions, products, and services
- Knowledge of Fidelity brokerage policies, systems (FBSI, XTRAC), and tools (Excel)
- Exceptional organizational skills and ability to manage multiple complex projects
- Excellent analytical and problem-solving skills
- Outstanding verbal, written, and presentation skills
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
-
Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
-
Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
-
Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
