Manager, Data Analysis (Clearing) - Wealth Client Experience

Job Description

The Role

The Clearing Conversion Data Manager plays a critical leadership role within Client Transition Services, accountable for converting and mapping data from external Clearing Platforms to National Financial Services on behalf of an introducing Broker dealer. This role leads complex, cross‑functional onboarding initiatives and serves as a subject matter expert driving digital efficiency, risk mitigation, and operational excellence.

Operating with significant independence, the Clearing Conversion Data Manager works with internal collaborators, Introducing Broker Dealers, and third-party vendors to define and implement data conversion strategies. They transform business and regulatory requirements into mapping documents for Technologists to develop programs to test and implement. They also influence platform and process improvements that affect many client transitions and business units.

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent experience, with 5 years of proven success in the financial services industry
• Demonstrated effectiveness in complex, client‑facing onboarding, transition, and operational roles
• FINRA Series 99 required or to have with 90 days; Series 7 highly preferred
• Proven track record to lead sophisticated, cross‑functional initiatives with meaningful functional or divisional impact
• Strong project and program management expertise, including oversight of multiple concurrent, time‑sensitive workstreams
• Advanced technical proficiency in Excel and Access; SQL proficiency a plus, with the ability to translate business requirements into scalable technical solutions
• Advanced analytical, problem‑solving, and decision‑making skills applied to complex, non‑routine scenarios
• Executive Presence with strong written and verbal communication skills, including capacity to convey moderate to complex technical concepts to varied audiences
• Expertise in data intensive mapping, including requirements definition, testing coordination, change management, and ongoing performance oversight
• Results oriented individual who can support challenging priorities while maintaining quality, risk oversight, and client experience standards
  
  

The Value You Deliver

• Provide functional leadership and direction, serving as escalation point for complex onboarding, data mapping, documenting requirements and testing developed programs
• Support data conversions across clearing platforms providing guidance to Introducing Broker Dealers,
• Partner with Product Managers, Technology, Risk, and vendors to establish requirements, lead testing, deploy improvements, and maintain risk controls
• Drive strategic digital onboarding and automation initiatives, coordinating requirements, UAT, production validation, and integrations within established procedures
• Provide expert guidance to clients and internal partners including Sales, Relationship Managers, Project Managers on onboarding processes, workflows, and operational standards
• Prepare dashboards and project plans to identify risks, trends, and operational improvement opportunities, lead the resolution of complex issues
• Collaborate with Conversion Data Consultants, to support consistent execution across the team, and serve as backup to other Clearing Conversions to ensure continuity of operations
  
  

The Team

The Clearing Data Services team supports new and existing client onboarding events, ensuring accurate and timely account opening and asset conversion. The team consists of experienced Data Analysts responsible for converting data, setting up databases and mapping data accordingly with client specifications and regulatory standards. The team maintains relationships with internal business partners from Sales, Relationship Management, Client Experience, Operations, Product and Technology and plays a key role in ensuring workflows, controls, and product offerings align with business, compliance, and regulatory expectations. The team also supports enterprise digitalization by identifying opportunities and influencing onboarding strategy across IWMS.

NOTE: This role does not support sponsorship.

The base salary range for this position is $66,000-125,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Certifications

Category:

Client Service