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Client Conversion Manager / Supervisor - WealthCentral Job
Date: Mar 12, 2010
Location: Boston, MA, US
Client Conversion Manager - WealthCentral - 0902554
Description
Position Description
Fidelity Institutional Wealth Services (FIWS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. FIWS custodies over $320 billion in assets on behalf of more than 3,500 clients, as of June 30, 2009, http://fiws.fidelity.com. The Client Conversion Manager 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 assets under administration of $3.0 trillion, including managed assets of more than $1.4 trillion as of August 31, 2009. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 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. For more information about Fidelity Investments, visit www.fidelity.com.
Job
: Investment Support
Primary Location
: 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
Description
Position Description
Fidelity Institutional Wealth Services (FIWS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. FIWS custodies over $320 billion in assets on behalf of more than 3,500 clients, as of June 30, 2009, http://fiws.fidelity.com. The Client Conversion Manager 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 assets under administration of $3.0 trillion, including managed assets of more than $1.4 trillion as of August 31, 2009. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 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. For more information about Fidelity Investments, visit www.fidelity.com.
Job
: Investment Support
Primary Location
: 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
Nearest Major Market: Boston
Job Segments: Customer Service, Customer Service Representative, Hospitality
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