Supervise a team of 40 client service associates across Smithfield, RI and Westlake, Texas. Our team provides servicing to 250 Bank/Trust and Retirement Recordkeeping Clients with assets over $500B. Servicing includes transaction processing of new accounts, money movement, transfer of assets, contingency trading, net settlement and client services support.

Supervise a team of implementation project managers who are focused on onboarding new Registered Investment Advisors, Institutional Bank Custody and Integrated Wealth Management clients to Fidelity. Provide project management support to the existing client base if there is an additional business to convert.

Managed a team of implementation project managers responsible for converting Registered Investment Advisors to the platform. Spearheaded the development and ongoing maintenance of onboarding processes and procedures. Participated in a working team that restructured the end-to-end onboarding process including Sales, Relationship Management, Implementation and Service.

Coordinated all implementation sales support activities to support Defined Benefits, Health & Welfare and HR/Payroll outsourcing sales including responses to Request for Proposal, business qualification and implementation resource estimating.

Coordinated integrated projects and communication across the various Fidelity product implementation teams for a large client conversion to Fidelity. Managed the development and coordination of a benefits transition plan from the client's incumbents to the Fidelity platform.

Qualified new business opportunities for defined contribution, defined benefit and health & welfare outsourcing services to ensure compatibility with operational capabilities. Responded to Requests for Proposal, developed strategy and organized prospect site visits and logistics.

Supervised the daily work of associates and provided training and technical support for defined contribution and defined benefit plans.