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401k Implementation Project Manager

Company: Fidelity Investments
Location: Covington
Posted on: March 19, 2023

Job Description:

Job Description:

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 preferredThe Value You Deliver
    • 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 expertiseThe TeamAs 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:Company OverviewFidelity 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 UsAt 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 Best Place to Work in 2022. 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."We invite you to Find Your Fidelity at .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 , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Covington , 401k Implementation Project Manager, Executive , Covington, Kentucky

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