Data Consultant, Defined Benefit Project Manager

Fidelity InvestmentsGreenwood Village, CO
1d$89,000 - $216,000

About The Position

Are you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound role in providing high-quality, comprehensive, and efficient data quality solutions for our clients' benefit programs. Your expertise will drive solution efforts through meticulous project management and fostering a highly collaborative environment. Role experiences include: Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects. Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes. Supporting internal partners to build and develop coordinated processes that meet margin goals. Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll. Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects & budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected Building and maintaining successful relationships with clients, vendors, internal partners Balancing constant communication while delivering on responsibilities

Requirements

  • Bachelor's degree or equivalent experience (required).
  • 5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation.
  • A deep understanding of Defined Benefit plans.
  • Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
  • Capable of working with large data sets, thinking analytically, and report out status and/or story.
  • Outstanding project management skills.
  • Proven ability to manage various sized, client-facing program/project teams to successful completion.
  • Strong ability to navigate and manage client and/or vendor relationships.
  • Heavy collaboration and storytelling skills, conveying confidence in your team's end goal.
  • Ownership of outcomes and clear communication of the status and results.

Nice To Haves

  • MBA (a plus).
  • Defined Benefit implementation experience is strongly preferred.

Responsibilities

  • Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects.
  • Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes.
  • Supporting internal partners to build and develop coordinated processes that meet margin goals.
  • Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
  • Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects & budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project
  • Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners
  • Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected
  • Building and maintaining successful relationships with clients, vendors, internal partners
  • Balancing constant communication while delivering on responsibilities

Benefits

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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