1 finance jobs found

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...