skillventory - A Leading Talent Research Firm

Implementation Project Manager – Wealth Client Experience

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Jersey City • New Jersey • Rhode Island • United States

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Salary

💰 $66,000 - $125,000 per year

About the role

  • Onboarding of new Fidelity Registered Investment Advisors.
  • Supporting existing advisors who are converting a book of business onto the platform.
  • Leading mid-level to large Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions.
  • The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform.
  • This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset.
  • The Senior Manager, Implementation Project Management will be required to handle mid-level to large deals with and may assist on larger, more sophisticated clients.

Requirements

  • Series 7 required
  • Bachelor’s degree in business or finance or equivalent experience.
  • Advanced degree preferred
  • 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 Fidelity business segments; understanding of the industry, financial markets, and competitor influences
  • Experience with a full breadth of investment solutions, products and services provided to Fidelity clients
Benefits
  • 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
implementation project managementclient conversionrelationship managementinvestment solutionsfinancial productsasset conversion
Soft Skills
leadershipcommunicationorganizational skillsclient relationship development
Certifications
Series 7