Job Description:
The Role
In this role you will be asked to serve as a primary point of contact for clients and internal teams during the implementation process and will need technical expertise to review and translate plan documents to support clients and internal business partners on NQ plan operational plan setup. Time and project management skills will be important to manage timelines and client expectations. Additionally, ability to influence clients to adopt preferred solutions, supporting key initiatives that drive process improvements. The Non Qualified Plan Project Manager leads project teams of internal and external customers to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.
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The Expertise and Skills You Bring
- Bachelor's Degree or equivalent experience
- Experience in 2 of the following 3 areas; implementation, project management and/or client management
- Confidently lead by influence and use strong communication and interpersonal skills to work across organizations
- Analytical, organized, and have strong multi-tasking skills
- Decisive, creative, and adaptable, with experience developing and driving solutions for clients while balancing business goals and priorities
- Identify and lead quality improvement initiatives and other special projects for the team
- Strong knowledge of defined contribution, financial services, and/or benefits industries
- Experience with Nonqualified Plans preferred
- Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate
- Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted
- Monitoring and reporting on project status
- Consulting with clients to understand their needs
- Maintaining knowledge of Fidelity's Non Qualified Plan offering, 409a regulations and understanding the impact of pending legislation
- Coaching and mentoring others to draw out their skills and expertise
The Team
As part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.
The base salary range for this position is $71,000-$120,000 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.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Certifications:
Category:
Client Service