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Data Consultant, Defined Benefit Project Manager

AT Fidelity Investments
Fidelity Investments

Data Consultant, Defined Benefit Project Manager

Boston, MA

Job Description:

Do you excel at helping clients to solve challenging issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective data quality solutions regarding their benefit programs.

The Team

The Fidelity Workplace Consulting Group is composed of over 300 professionals who advise clients on the management of their domestic benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.

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Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle. Consultants perform the role of project manager managing a team of resources to deliver the timely and accurate completion of these efforts that achieve margin goals.

The Expertise You Have

  • Bachelor's degree minimum, MBA degree a plus
  • 5-8 years in project management, consulting, total benefits outsourcing administration and/or new business implementation
  • Defined Benefit implementation experience strongly preferred

The Skills You Bring

  • You understand defined benefit plans
  • You have demonstrated experience in recommending administrative, benefits process and/or designs that align to outsourcing product/services solutions
  • You have exceptional project management skills
  • You have a proven ability to manage a variety of sized, client facing program/project teams to successful completion
  • You excel at navigating and managing client and/or vendor relationships successfully

Note: Fidelity will not provide immigration sponsorship for this position.

The Value You Deliver

  • Preparing project material including execution of analytical efforts to support key points and delivery (i.e., actively lead client meetings)
  • Proactively monitoring progress of projects, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project
  • Identifying, validating, and recommending changes to process designs (client, vendor, internal) that improve data quality current state and ongoing maintenance
  • Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected
  • Building and maintaining successful relationships with clients, vendors, internal partners

Certifications:

Category:

Consulting
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.

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.

Client-provided location(s): Boston, MA, USA; Smithfield, RI, USA; Merrimack, NH, USA; Westlake, TX, USA
Job ID: Fidelity-2112916
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.