401k Implementation Project Manager
Job Description
Job Description:
The Role
The 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
5+ years of 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
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 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 is not providing 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 ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
Job Description:
The Role
The 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
5+ years of 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
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 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 is not providing 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 ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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