Wealth Management Advisor Jobs in Rhode Island

Job Description:

The Role

The 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 Manager, Implementation Project Management, you will be at the center of this transformation—leading new clients through onboarding initiatives (moments that matter), strengthening client relationships, and ensuring a seamless conversion experience.

In this highly visible role, you will:

• Own and drive implementation projects end-to-end, managing small to mid-sized conversions and contributing to more complex client engagements.

• Support existing advisors transitioning a book of business to the FIWMS platform.

• Drive implementation projects, coordinating stakeholders and delivering a world‑class onboarding journey.

• You will take ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.

The Expertise You Have

• Series 7 required

• Bachelor’s degree in business or finance

• 3-5 years of financial services experience, ideally within institutional, high‑net‑worth client management or relationship‑driven roles

• Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences

• Experience with a wide spectrum of investment solutions, products, and services offered to Fidelity clients

The Skills You Bring

• Exceptional organizational skills, with the ability to manage multiple, complex relationships and projects in a fast‑paced environment

• Excellent analytical and problem‑solving skills

• Knowledge of Fidelity brokerage policies, systems (FBSI, XTRAC), and tools (Excel)

• Outstanding verbal, written, and presentation skills

The Value You Deliver

• Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.

• Lead the client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.

• Act as a liaison on behalf of client to FIWMS organization to address client issues. Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.

• Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.

The Team

Fidelity 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.

NOTE: This role does not support sponsorship.

Fidelity’s Onsite Working Model
Fidelity 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.

Certifications:

Category:

Please 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.