The Team

The Client Conversion Services (CCS) Project Management team within Client Experience supports the FIWMS business unit by managing the onboarding of RIAs, broker-dealers, banks and trust companies, insurance companies, family offices and wealthy families onto the Fidelity platform. This team is dedicated solely to client onboarding. The Project Management team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Services.

The Expertise You Have

• Series 7 required
• Bachelor's degree in business or finance or equivalent experience.
• Minimum of 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 Broker Dealer business segments, understanding of the industry, financial markets, and competitive influences
• Experience with a full breadth of investment solutions, products and services provided to Fidelity clients

The Skills You Bring

• Broad thinker with ability to drive execution, achieve results and influence effectively
• Applies independent judgement and the ability to make sound decisions, based on past experiences and anticipated future trends, to resolve difficult issues
• Outstanding organizational skills, detail oriented, and ability to manage multiple projects simultaneously in a fast-paced environment
• Provide central leadership for the planning, management, and execution throughout the project lifecycle
• Organize and conduct project status meetings, including communicating project status to internal management, Fidelity business partners, outside vendors and the client
• Maintain detailed project documentation
• Lead discussions for critical path components that impact the event
• Engage appropriate business partners or project stakeholders as needed
• Strong Project Management experience
• Recommend and implement improvements to current processes and procedures
• Outstanding verbal, written communication, and presentation skills
• Solid understanding of Fidelity brokerage policy and procedures. Working knowledge of WealthscapeSM, FBSI, Salesforce and Microsoft Office products
• Ability to travel up to 15% of time

The Value You Deliver

• Direct the overall conversion plan for new and existing clients. Analyze the source and determine best methods to achieve successful conversion
• 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 necessary
• Manage the overall client relationship during the onboarding experience, including setting appropriate client expectations and delivering on the customer experience index
• Make recommendations on best practices and technology tool adoption
• Work with the client to resolve issues
• Lead mid to large-level projects with varying degrees of complexity
• Assist with various pre-planning and execution tasks throughout the conversion

The base salary range for this position is $71,000-$120,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

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.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Series 07 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.