Job Description:

Fidelity Institutional (FI) 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 “world-class” 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 Role

The Implementation Project Manager Bank Trust, will ensure the seamless transition of Bank and Trust firms and Family Office clients onto the FI platform. This includes onboarding client relationships, monitoring the new relationships, and managing the overall Implementation process and conversion of assets to FI.  The Project Manager will be responsible for managing cross functional teams during the implementation process and act as a liaison between the client and Fidelity business partners to facilitate the onboarding event.  The individual must be able to work effectively with all levels of management.  The Implementation Project Manager Bank Trust will be expected to manage mid to large-level projects, virtually or onsite, with minimal direction, and may also support larger, more complex clients. 

The Team

The Client Conversion Services (CCS) Project Management team within Client Experience supports the FI business unit by managing the onboarding of RIAs, broker-dealers, banks and trust companies, insurance companies, family offices and wealthy families onto the Fidelity platform. This team is dedicated solely to client onboarding. The Project Management team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Services. 

The Expertise You Have

Series 7 required for role – Existing Series 7 candidates preferred or obtained within 90 days

Bachelor’s degree in business or finance or equivalent experience.  Advanced degree in business preferred

5 – 8 years in financial services industry in Bank Trust or Trust Account systems.  Including experience in the institutional or high net worth client management or relationship building role

Strong knowledge of the Bank and Trust firms or other Brokerage platforms, RIA and Family Office business segments; understanding of the industry, financial markets, and competitive influences 

Experience in Bank Trust and middle office brokerage functionality.

Experience supporting trust accounting, fee schedules and administrative and investment reviews.

The Skills You Bring

Strong Project Management experience and Broad thinker with ability to drive execution, achieve results and influence effectively

Outstanding organizational skills, detail oriented, and ability to manage multiple projects simultaneously in a fast-paced environment

Organize and conduct project status meetings, including communicating project status to internal management, Fidelity business partners, outside vendors and the client

Lead discussions and engage appropriate business partners or project stakeholders, as needed, for critical path components that impact the event

Outstanding verbal, written communication, and presentation skills

Strong knowledge of Fidelity brokerage policy and procedures. 

Working knowledge of Salesforce, WealthscapeSM, FBSI, XTRAC, FDOT, TrustDesk and Microsoft Office products

Ability to travel up to 20% of the time

The Value You Deliver

Lead mid to large-level projects for new and existing clients with varying degrees of complexity, throughout the conversion and onsite support.

Analyze the procedures, products, and business practices of the client to align with FI policies and procedures and negotiate mutually acceptable solutions and alternatives when necessary

Make recommendations on best practices and technology tool adoption

Work with the client to resolve issues

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.