5 jobs found in Smithfield

Fidelity Investments Job Description: The Role The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services' (FIWMS) platform. The Manager, Implementation Project Management will do the following: 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...

Fidelity Investments Job Description: The Role The Director of Implementation leads a team of Implementation professionals responsible for the successful onboarding of financial institutions, typically Registered Investment Advisors and Trust Companies, to Fidelity's platform. This role sits at the intersection of growth, client experience, and operational excellence-helping shape Fidelity's reputation as the destination of choice for financial services firms. While the size and complexity of these projects varies, each onboarding represents a defining moment for clients, often the first experience with Fidelity, and sets the tone for a long-term partnership with Fidelity. The Team Fidelity operates one of the largest clearing and custody businesses in the industry with nearly $5 Trillion in assets under administration serving thousands of financial institutions including RIAs, broker dealers, banks, and family offices. The Client Experience Client Conversion Services...

Fidelity Investments Job Description: Job Title: Director, Sales Product Consultant - HSA/RA Note: Fidelity will not provide immigration sponsorship for this position The Role This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Benefit Accounts in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you'll excel here. In the role of a Sales Product Consultant (SPC), you will work closely with HSA and RA Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Benefit Account clients of all sizes. You will project manage the end-to-end sales process-from initial capabilities discussions, RFPs, follow ups and proposal development through final delivery meetings and contract handoff....

Fidelity Investments Job Description: Please Note: We are unable to provide visa sponsorship for this role The Fidelity 529 business offers direct-sold education savings plans to customers in 5 covered states (MA, NH, CT, DE and AZ) and nationally to help them save more effectively for one of life's biggest expenses. The 529 relationship management team owns the relationships and engages directly with our state sponsors to increase satisfaction and improve outcomes for end customers and state plans. Key Responsibilities Include: Serve as primary relationship manager for a subset of state sponsors, addressing recurring and ad-hoc needs, ensuring all plan sponsor requests are addressed, and keeping plan sponsors up to date on all relevant changes to the product or industry developments Lead monthly and quarterly meetings with clients to review plan and investment performance Take ownership, along with the 529 Product team to provide inputs into potential product...

Fidelity Investments Job Description: Job Title: Director, Health and Welfare Sales Product Consultant Note: Fidelity will not provide immigration sponsorship for this position The Role This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Welfare administration in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you'll excel here. In the role of an H&W Sales Product Consultant (SPC), you will work closely with H&W Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Welfare clients of all sizes. You will project manage the end-to-end sales process-from initial capabilities discussions, RFPs, pricing, follow ups and proposal development through final delivery meetings and...