Project Manager, Defined Benefits

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.

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 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

The Skills You Bring  

• You have an understanding of 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

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 in order to design/obtain agreement on/develop processes that deliver integrated results where expected
• ​Building and maintaining successful relationships with clients, vendors, internal partners

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 please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact [email protected]
For roles based in Germany: Contact [email protected]

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Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.