Job Description:
Job Description
The Role
Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.
The Expertise and Skills You Bring
- Bachelor's Degree
- 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 executing 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/Qualified 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
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- Monitoring and reporting on project status
- Consulting with clients to understand their needs
- Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation
- Coaching and mentoring others to draw out their skills and expertise
"Note: Fidelity will not provide immigration sponsorship for this position."
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.
Certifications:
Category:
Client Service
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.