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RIA Practice Management Consultant - Technology and OperationsFidelity Investments - Westlake, TXPosition Description Fidelity Institutional Wealth Services (FIWS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. FIWS custodies over $320 billion in assets on behalf of more than 3,500 clients, as of June 30, 2009. The Practice Management Consultant assesses, documents, and makes recommendations regarding an Advisor's overall operational workflow and efficiency. The scope of a client engagement includes processing and report generation, trade-to-settlement workflow, document management, and pre-trade and post trade compliance. The Consultant will also review CRM, Financial Planning, and Portfolio Management tools and recommend best-practices. As appropriate, Fidelity and... See job listing >20 days ago from Fidelity Investments - Save - Block - Flag - More Tools...
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Fidelity Investments
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Headquarters:
82 Devonshire St
Boston, MA 02109
Phone: 617-563-7000
http://www.fidelity.com - Line of Business: Financial Services
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Key Numbers:
Company Type Private Company Revenue $500M+ Company Size More than 5000 employees
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