401k Implementation Project Manager

Fidelity InvestmentsSmithfield, RI
Onsite

About The Position

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. 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.

Requirements

  • Bachelor's Degree
  • 5+ years of experience in 2 of the following 3 areas: implementation, project management and/or client management
  • Strong communication and interpersonal skills
  • Analytical, organized, and strong multi-tasking skills
  • Decisive, creative, and adaptable
  • Strong knowledge of defined contribution (qualified and/or nonqualified), financial services, and/or benefits industries
  • Experience leading multiple projects and prioritizing workload
  • Knowledge of ERISA, IRC and DOL regulations

Nice To Haves

  • Experience developing and executing solutions for clients while balancing business goals and priorities

Responsibilities

  • Lead project teams of internal and external stakeholders to convert defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.
  • Coordinate project efforts with internal business partners and external resources.
  • Develop project timelines and ensure team members complete requirements on time.
  • Anticipate challenges and formulate solutions.
  • Monitor and report on project status.
  • Consult with clients to understand their needs.
  • Identify and lead quality improvement initiatives and other special projects for the team.
  • Coach and mentor others to draw out their skills and expertise.

Benefits

  • 401k
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