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Director, Wealth Onboarding & Client Experience

Fidelity Investments, Smithfield, RI, United States


A leading financial services firm is seeking a Director of Implementation to lead client onboarding for financial institutions. This role requires 8-10+ years of experience in RIA onboarding, strong leadership skills, and FINRA Series 7 and 24 licenses. The Director will manage a team, innovate onboarding processes, and ensure high client satisfaction. The position is hybrid, requiring on-site work bi-weekly, emphasizing collaboration across teams to enhance client experiences. #J-18808-Ljbffr