Job Description:
Position Description:
Supports the facilitation of implementation and conversion of new customers through the development of recordkeeping services for 401K retirement plans. Handles the end-to-end facilitation, coordination, and transition of conversions by developing a business process and obtaining critical business requirements for initiatives. Leverages specialized knowledge of methodologies, tools, and platforms to manage multiple projects for new and existing clients. Oversees projects and communicates project information to internal stakeholders. Reviews client's registered plan documents and configure the plans to align with investment options. Leads multiple and projects from inception to completion. Develops and strengthens conversion processes for 401K plans, and identifies and implements opportunities for process improvements.
Primary Responsibilities:
Manages projects to develop new clients.
Identifies service integration issues and develops solutions and alternatives before adverse impacts are felt.
Presents project status and deliverables to internal and external partners, informing stakeholders of project progress.
Informs stakeholders of project status and their role in the project implementation.
Negotiates with business partners to determine satisfactory solutions when conflicts arise between client needs and organization capabilities.
Identifies potential risk items and mitigates the risks.
Oversees the execution of projects as they progress through internal processes, ensuring completion and accuracy.
Ensures the successful completion of specific outputs, and communicates information to internal partners.
Reviews clients' registered plan documents and configures plans within proprietary internal systems.
Modifies fund investment options.
Develops high-level process improvements and modifications, and directly supports specific high-profile conversion processes.
Education and Experience:
No degree and five (5) years of experience as a Manager, Client Service Implementation (or closely related occupation) implementing new clients through the transition of recordkeeping services for 401(k) retirement plans using Salesforce or Zoom in a financial services environment.
Or, alternately, Bachelor's degree (or foreign education equivalent) in Business Administration, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Commerce or a closely related field and three (3) years of experience as a Manager, Client Service Implementation (or closely related occupation) implementing new clients through the transition of recordkeeping services for 401(k) retirement plans using Salesforce or Zoom in a financial services environment.
Or, alternatively, Master's degree (or foreign education equivalent) in Business Administration, Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Commerce or a closely related field and one (1) year of experience as a Manager, Client Service Implementation (or closely related occupation) implementing new clients through the transition of recordkeeping services for 401(k) retirement plans using Salesforce or Zoom in a financial services environment.
Skills and Knowledge:
Candidate must also possess:
Demonstrated Expertise ("DE") performing data analytics and system configuration of the clients' implementation journey across distribution channels -- phone, web, systems -- to execute smooth transition and timely delivery of high impact project milestones - using Cloud Coach or Salesforce.
DE generating and collating conversion data for analytical purposes using Business Objects (SAP) or Tableau; and managing projects using Agile tools and methodologies -- Jira or Confluence.
DE facilitating IRS pre-approved plan documents, and gathering and interpreting business and stakeholder functional and technical requirements, analytical strategies, and data transformations to support and inform business decision-making within a direct-to-client financial services company -- finance, products, sales, and service domains -- using Salesforce, Zoom, or Microsoft Office.
DE mapping business requirements and coordinating development and implementation processes using Cross Business Cross Tracking Routing or Control system.
#PE1M2
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
