Manager, Data Analysis – Wealth Client Experience

Fidelity Investments

Clearing Conversion Data Manager handling data mapping and onboarding processes for financial services. Leading complex initiatives and driving operational excellence.

Posted 6/17/2026full-timeJersey City • New Jersey, Rhode Island, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $66,000 - $125,000 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

plays a critical leadership role within Client Transition Services, accountable for converting and mapping data from external Clearing Platforms to National Financial Services on behalf of an introducing Broker dealer
leads complex, cross‑functional onboarding initiatives and serves as a subject matter expert driving digital efficiency, risk mitigation, and operational excellence
works with internal collaborators, Introducing Broker Dealers, and third-party vendors to define and implement data conversion strategies
transforms business and regulatory requirements into mapping documents for Technologists to develop programs to test and implement
influences platform and process improvements that affect many client transitions and business units
provides functional leadership and direction, serving as escalation point for complex onboarding, data mapping, documenting requirements and testing developed programs
supports data conversions across clearing platforms providing guidance to Introducing Broker Dealers
partners with Product Managers, Technology, Risk, and vendors to establish requirements, lead testing, deploy improvements, and maintain risk controls
drives strategic digital onboarding and automation initiatives, coordinating requirements, UAT, production validation, and integrations within established procedures
prepares dashboards and project plans to identify risks, trends, and operational improvement opportunities, lead the resolution of complex issues
collaborates with Conversion Data Consultants to support consistent execution across the team

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
5 years of proven success in the financial services industry
Demonstrated effectiveness in complex, client‑facing onboarding, transition, and operational roles
FINRA Series 99 required or to have with 90 days; Series 7 highly preferred
Proven track record to lead sophisticated, cross‑functional initiatives with meaningful functional or divisional impact
Strong project and program management expertise, including oversight of multiple concurrent, time‑sensitive workstreams
Advanced technical proficiency in Excel and Access; SQL proficiency a plus
Advanced analytical, problem‑solving, and decision‑making skills applied to complex, non‑routine scenarios
Executive Presence with strong written and verbal communication skills
Expertise in data intensive mapping, including requirements definition, testing coordination, change management, and ongoing performance oversight
Results oriented individual who can support challenging priorities while maintaining quality, risk oversight, and client experience standards

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data mappingdata conversionproject managementprogram managementanalytical skillsproblem-solvingdecision-makingrequirements definitiontesting coordinationchange management

Soft Skills

leadershipcommunication skillscollaborationexecutive presenceresults orientedrisk oversightoperational excellenceclient-facinginfluencingguidance

Certifications

Bachelor's degreeFINRA Series 99FINRA Series 7