Director - Client Onboarding & Conversion Join to apply for the Director - Client Onboarding & Conversion role at Fidelity Investments Director - Client Onboarding & Conversion 2 days ago Be among the first 25 applicants Join to apply for the Director - Client Onboarding & Conversion role at Fidelity Investments The Role

The candidate would be a leader within an evolving team which is reinventing core brokerage processes and technologies to meet changing customer and industry needs. The right individual will provide extensive support and guidance to our Green Pier Fintech LLC (GP) institutional clients (Broker Dealers and RIAs) across all onboarding, conversion and bulk asset transfer events. As a director, you will engage with our internal business partners, technology teams and clients to ensure we meet and or exceed expectations related to the coordination, transition, and reconciliation of assets onto or away from the Green Pier platform. You will provide analytical insight and troubleshoot complex issues and problems. The Director will lead and support multiple initiatives at the same time and integrate them into a comprehensive plan, while meeting business priorities and adjust work effort accordingly. Our objective is to provide the underlying client with a smooth and flawless transition. Job Description

The Role

The candidate would be a leader within an evolving team which is reinventing core brokerage processes and technologies to meet changing customer and industry needs. The right individual will provide extensive support and guidance to our Green Pier Fintech LLC (GP) institutional clients (Broker Dealers and RIAs) across all onboarding, conversion and bulk asset transfer events. As a director, you will engage with our internal business partners, technology teams and clients to ensure we meet and or exceed expectations related to the coordination, transition, and reconciliation of assets onto or away from the Green Pier platform. You will provide analytical insight and troubleshoot complex issues and problems. The Director will lead and support multiple initiatives at the same time and integrate them into a comprehensive plan, while meeting business priorities and adjust work effort accordingly. Our objective is to provide the underlying client with a smooth and flawless transition.

Role

The areas in focus for this role are to be a key contributor to the conversion or integration of new clients to the Green Pier Fintech LLC platform throughout the lifecycle of client onboarding from:

Developing discovery questionnaires and client information gathering to provide to GP’s Business Acceptance Committee Refining documentation and processes for retention for GP’s onboarding and conversion plans Performing detailed analysis of the client’s current business structure and coordinating business/operational onboarding and configuration tasks Leading conversion data mapping exercises and driving conversion data testing and validation activities Alignment of internal business partners to ensure completion of all critical tasks for a timely transition Management of client expectations

The Expertise You Bring

Strong subject matter expertise relative to the products, client types, and processes listed above Analytical, organized, and have strong multi-tasking skills 8+ years of experience within relevant business areas Facility with key compliance rules and requirements for these areas Knowledge of general brokerage operations and processes Strong process improvement orientation and ability to spot weaknesses in process performance and compliance Must possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues Experience with DTCC and OCC integration and day-to-day operations Expertly lead by influence and use persuasive communication and social skills to engage with clients, contra firms and internal business partners. Team building and mentorship skills Series 7 or 99 licensing is required.

The Skills You Bring

Deep knowledge and understanding of multiple brokerage back-office domains Analytical prowess decomposing complex processes and solving puzzles Facility with platform technologies and the technology development process Attention to detail; intolerance of design clunkiness and process inefficiency Translates complex information into clear, concise messages tailored to diverse audiences Positive attitude and excellent interpersonal, relationship, leadership and motivational skills

The Team

Green Pier Fintech LLC is a division of the Fidelity Center for Applied Technology (FCAT). The Green Pier and Green Meadows team is bringing new technology and processes to life that will enable Fidelity to target new markets and customer segments; a business squarely executing on not one or two but four Fidelity operating principles - next generation platforms, efficiency and reduction of unit costs, new sources of revenue, and high quality customer experiences - and which embodies the Fidelity leadership principle of taking risks and valuing pace over perfection.

Certifications

Category:

Client Service

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Sales and Business Development Referrals increase your chances of interviewing at Fidelity Investments by 2x Sign in to set job alerts for “Client Director” roles. GUCCI Senior Client Advisor - Boston Copley VP, Client Centricity-International Business Boston, MA $106,000.00-$125,000.00 2 weeks ago Boston, MA $140,000.00-$200,000.00 3 days ago Vice President Director, Project Management Boston, MA $119,510.00-$179,850.00 15 hours ago Boston, MA $110,000.00-$130,000.00 1 month ago Sr. Director, Enterprise Sales – Integrative Clinic Networks Client Relationship Management, Director Boston, MA $175,000.00-$200,000.00 4 days ago Director of Client Solutions – Financial Projects Boston, MA $95,000.00-$125,000.00 1 month ago Client Human Resources Director - Senior Living - MA/CT Region Boston, MA $110,000.00-$120,000.00 1 month ago Boston, MA $90,000.00-$100,000.00 2 days ago Director of Customer Success (Account Management) Boston, MA $75,000.00-$90,000.00 1 month ago Boston, MA $201,600.00-$275,000.00 12 hours ago Director, Client Development - Life Sciences Director of Content Marketing, Bookit.com Boston, MA $115,000.00-$130,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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