Fidelity Investments · 2 hours ago
Advisor Onboarding Leader / Manager- Institutional Wealth Management Services
Jersey City, NJ
Full-time
Hybrid
Mid, Senior Level
$66K/yr - $125K/yr
3+ years expFidelity Investments is a leading financial services company, and they are seeking an Advisor Onboarding Manager to ensure the seamless transition of Registered Investment Advisors onto their platform. This role involves developing client relationships, leading implementation processes, and managing small to mid-level projects for advisor onboarding.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Onboarding of new Fidelity Registered Investment Advisors
Supporting existing advisors who are converting a book of business onto the platform
Leading small to mid-level Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions
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 overall 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
Lead small to mid-level projects, with varying degrees of complexity. Provide peer onsite support as business needs arise
Qualification
Required
Series 7 required
Bachelor's degree in business or finance or equivalent experience. Advanced degree preferred
3 – 5 years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role
Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences
Experience with a full breadth of investment solutions, products and services provided to Fidelity clients
Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment
Strong Project Management skills
Excellent analytical skills
Solid understanding of securities regulation SRO rules and standard industry policies and procedures
Solid understanding of Fidelity brokerage policy and procedures
Solid understanding of FBSI, XTRAC and EXCEL
Outstanding verbal, and written communication, and presentation skills
Ability to travel up to 10% of time
Preferred
Advanced degree preferred
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
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