{"id":2199169,"url":"https://alion.io/job/fidelity-investments-senior-manager-implementation-project-manager-wealth-client-experience","title":"Senior Manager, Implementation Project Manager - Wealth Client Experience","company":{"id":21095,"name":"Fidelity Investments","domain":"fidelity.com","url":"https://alion.io/company/fidelity","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":96,"open_postings":8,"ghost_share":0,"stale_share":0.375,"repost_share":0,"time_to_fill_p50_days":18,"computed_at":"2026-10-22T06:10:10Z"}},"role":"Management","role_family":"Management","seniority":"senior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boston, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":88000,"max_usd":159000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":739},"experience_years_min":5,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-09T20:40:33Z","employer_posted_date":"2026-10-09","last_verified_at":"2026-10-23T03:20:09Z","board_verified":true,"closed_at":null,"days_open":13,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":13},"description":"Fidelity will not provide immigration sponsorship for this position.\nJob Description:\nNote: Fidelity will not provide immigration sponsorship for this position\nThe Role\nThe 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.\nIn this highly visible role, you will:\nLead the onboarding of new Banks, Trust Departments and Registered Investment Advisors (RIAs) as they join Fidelity.\n\nSupport existing advisors transitioning business to the FIWMS platform.\n\nDrive mid- to large-scale implementation projects, coordinating stakeholders and delivering a world-class onboarding journey.\n\nYou will take full ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.\n\nThe Expertise You Have\nSeries 7 required\n\nBachelor’s degree in business or finance (Advanced degree preferred)\n\n5+ years of financial services experience, ideally within institutional or high-net-worth client management or relationship-driven roles\n\nDeep knowledge of Fidelity’s business segments, financial markets, and the competitive landscape\n\nExperience with a wide spectrum of investment solutions, products, and services offered to Fidelity clients\n\nSkills You Bring\nFamiliarity with Trust Accounting Systems, and the Fidelity brokerage platform\n\nExceptional organizational skills, with the ability to manage multiple, complex relationships and projects in a fast-paced environment\n\nStrong project management capabilities and a proven ability to execute against deadlines\n\nExcellent analytical and problem-solving skills\n\nKnowledge of Fidelity brokerage policies, systems (FBSI, XTRAC), and tools (Excel)\n\nOutstanding verbal, written, and presentation skills\n\nThe Value You Deliver\nDesign and execute tailored asset-conversion plans for new FIWMS clients-analyzing source platforms and defining the most effective conversion paths.\n\nLead the client experience from start to finish, establishing clear expectations and delivering a smooth, high-quality onboarding journey.\n\nAct as a trusted liaison, coordinating across FIWMS teams to troubleshoot and resolve client issues quickly and effectively.\n\nProvide hands-on support for client needs, including account setup, asset transfers, account maintenance, and service escalation.\n\nEvaluate client operating models to align with FIWMS policies, recommending enhancements and negotiating workable solutions.\n\nLead mid- to large-scale projects with varying degrees of complexity, including onsite support for advisor breakaways and book-of-business conversions.\n\nThe Team\nFidelity 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.\nFidelity’s Onsite Working Model\nFidelity 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.\nThe 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.\nBase 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.\nWe 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.\nPlease 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.\nCertifications:\nSeries 07 - FINRACategory:\nClient Service","description_format":"text","description_chars":5830,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-09T20:40:33Z"}],"visa":[],"liveness":{"score":69,"band":"ok","label":"Likely open","p_open":1,"p_active":0.761,"p_room":0.9,"age_days":12,"expected_fill_days":18,"reasons":["conf:2","velocity","win:mid","comp:brand"],"computed_at":"2026-10-22T06:10:10Z"},"pay":null,"html_url":"https://alion.io/job/fidelity-investments-senior-manager-implementation-project-manager-wealth-client-experience","json_url":"https://alion.io/job/fidelity-investments-senior-manager-implementation-project-manager-wealth-client-experience.json","meta":{"generated_at":"2026-10-23T05:16:01Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8669,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-24T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":21095},"rest":"https://alion.io/mcp/rest/get_company?id=21095"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffidelity-investments-senior-manager-implementation-project-manager-wealth-client-experience"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffidelity-investments-senior-manager-implementation-project-manager-wealth-client-experience"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffidelity-investments-senior-manager-implementation-project-manager-wealth-client-experience"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/fidelity-investments-senior-manager-implementation-project-manager-wealth-client-experience\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffidelity-investments-senior-manager-implementation-project-manager-wealth-client-experience"}]}