Top 8 Wealth advisory manager Jobs in Rhode Island

Client Service Manager II (Custody) - Wealth Client Experience
Fidelity Investments —Smithfield, RI
- Full-time
- 5 years
- Office
- Bachelor's degree
Business Banking Relationship Manager II
Citizens Financial Group —Johnston, RI
- Full-time
- Background check
- Customer service
- Mid-level
- Opportunities for advancement
VP - Relationship Management, Insurance/Sub Advisory
Fidelity Investments —Smithfield, RI
- $110,000 - $225,000 a year
- Full-time
- Up to 50% travel
- Office
- Business development
- Loan repayment program
- Tuition reimbursement
Audit Manager/Director - State and Local Government
CliftonLarsonAllen —Cranston, RI
- $109,000 - $190,000 a year
- Full-time
- 6 years
- Management
- CPA
- Health insurance
- Dental insurance
Manager - Global Financial Controls CoE
Fidelity Investments —Smithfield, RI
- $80,000 - $153,000 a year
- Full-time
- CPA
- 5 years
- Finance
- Loan repayment program
- Tuition reimbursement
Manager, Global Financial Controls Center of Excellence
Fidelity Investments —Smithfield, RI
- $80,000 - $153,000 a year
- Full-time
- CPA
- 5 years
- Office
- Loan repayment program
- Tuition reimbursement
Field Performance Specialist (USA)
Hendrix Genetics —United States
- Full-time
- 7 years
- Master's degree
- Analysis skills
- On-the-job training
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Client Service Manager II (Custody) - Wealth Client Experience

Fidelity Investments -
Smithfield, RI

Apply Now

Job Details

Full-time

Benefits

Internal mobility program

Qualifications

Series 7
Financial services

Full Job Description

Job Description:

The Role

The Client Service Manager II (CSM II) is the primary point of contact for a portfolio of Registered Investment Advisors (RIAs) within Fidelity’s Preferred segment. In this role, you will service, educate, and resolve day-to-day operational needs while building strong, proactive relationships with your clients. You will manage a larger book of mid-market advisory firms (typically up to $1.5B in assets), requiring a solid understanding of each firm’s structure and business needs. You will handle inbound call volumes, oversee email and NIGO workflows, and collaborate closely with operations teams and Client Service Representatives (CSRs) to ensure timely and accurate service.

As a CSM II, you are expected to take a more proactive approach in anticipating client needs, coordinating with internal partners, and advocating for clients on more complex service issues. Success in this role is driven by client satisfaction, operational efficiency, and your ability to strengthen long-term client partnerships while contributing to a collaborative team environment.

The Expertise and Skills You Bring

Bachelor’s Degree preferred
5+ years of operations and/or client service experience in financial services
Series 7 required
Working knowledge of brokerage and/or custody industry

Core Skills:

Strong interpersonal, verbal, and written communication skills
Ability to collaborate effectively in fast-paced, cross-functional teams
Analytical thinking with problem-solving capabilities
Demonstrated leadership potential
Intermediate to advanced Microsoft Office proficiency

Additional Strengths:

Ability to manage high-volume workflows across calls, emails, and NIGOs
Proactive client management and relationship-building skills
Strong organizational and time management abilities
Ability to identify training needs and support adoption of tools and technology
Curiosity and continuous improvement mindset

The Team

The team is fast-paced, highly collaborative, and focused on delivering exceptional client experiences while driving efficiency and continuous improvement. The Client Service Manager II is part of the Client Experience (CE) division within Fidelity Clearing & Custody Solutions (FCCS), which supports RIAs, asset managers, banks, and broker-dealers across custody and clearing platforms. Within CE Custody, firms are segmented into three tiers:

Core – smaller advisory firms
Preferred – mid-market firms (CSM II focus)
Premium – largest and most complex firms

As a CSM II, you will support approximately 20–25 firms within the Preferred segment. You will work closely with:

Operations teams managing transaction processing
Client Service Representatives (CSRs) assisting with NIGOs, emails, and phone coverage
Internal business partners to address client needs and resolve issues

The organization emphasizes development and internal mobility, with career progression opportunities into:

Client Service Manager III (Premium segment)
Central Control Team
Implementation & Transition Project Management
Leadership roles such as Operations Manager or Senior Director

How Your Work Impacts the Organization

The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.

NOTE: This role does not support sponsorship.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA

Category:

Client Service

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.

Apply Now

Refine Your Search

wealth advisory manager jobs in rhode island

Client Service Manager II (Custody) - Wealth Client Experience

Business Banking Relationship Manager II

VP - Relationship Management, Insurance/Sub Advisory

Audit Manager/Director - State and Local Government

Manager - Global Financial Controls CoE

Manager, Global Financial Controls Center of Excellence

Field Performance Specialist (USA)

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