Position Title: Client Conversion Manager - WealthCentral

Job Description



Description





Position Description Fidelity Institutional Wealth Services (IWS) is the second largest provider of custody and brokerage services to the registered investment advisor marketplace, with over $341 billion in assets on behalf of more than 3,800 RIA, bank trust and TPA clients as of March 31, 2008. The Client Conversion Manager - WealthCentral will be part of a group that is responsible for converting existing IWS clients off of our legacy brokerage platform (Advisor CHANNEL) onto our next generation web-based brokerage platform (WealthCentral), a single, integrated Web-based platform that will help drive efficiency in our advisors' practices. WealthCentral is the most important initiative for IWS and having a seamless and efficient conversion approach is a critical component of the overall success of the initiative. This individual will work directly with IWS clients to ensure an efficient conversion process, minimizing the amount of time required while maximizing operational efficiencies for both the client and IWS. Primary Responsibilities•Direct the overall client conversion process from Advisor CHANNEL to WealthCentral

•Define detailed project plans and identify project milestones for client conversions

•Manage the overall client relationship during the conversion experience, including setting appropriate client expectations and resolving any issues that may occur

•Lead execution of project plans, milestones and day-to-day transition activities

•Provide management and other stakeholders with client conversion status reporting

•Provide brokerage product support to IWS clients that have been converted to WealthCentral

•Work closely with IWS Product Development to fully understand product functionality and supportability

•Troubleshooting product errors and walking users through product functionality with exceptional customer service





Qualifications:

Education and Experience
: • Bachelor's degree in business, finance or equivalent experience

• Minimum of 4+ years of experience in the financial services industry or information technology is desirable

•Understanding of Brokerage Operations preferable

•Knowledge of financial services and Fidelity's products and services desirable

Skills and Knowledge
:•Strong relationship building and client facing skills a must

•Strong organization skills including time, task, and process management

•Ability to multi-task, focusing on several competing priorities simultaneously in a fast paced environment

•Ability to work independently as well as within a team environment to accomplish goals

•Excellent written and verbal communication skills

•Strong interpersonal skills

•Strong analytical skills

Company Overview: Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of more than $3.4 trillion, including managed assets of more than $1.6 trillion as of May 31, 2008. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm.

JOB PROFILE

Job Category: Client/Customer Service

Locations: MA-Boston

Schedule: Full-time

Job Level: Individual Contributor

Education Level Associate's Degree/College Diploma (±13 years)

Job Type Standard

Shift: Day Job

Overtime Status: Exempt

Travel: No