Data Consultant, Stock Plan Project Manager

Fidelity Investments • Covington, KY

1d

About The Position

As a Stock Plan Services Data Consultant, you will provide clients with high-quality, comprehensive, and efficient data quality solutions for their benefit programs. You will drive solution efforts through project management and a collaborative approach, supporting clients through implementation and ongoing servicing. The role involves leading project teams, coordinating with clients to improve data quality and process builds, managing delivery and budgets, communicating analytical findings, and coordinating with internal and external partners. You will also build and maintain relationships with clients, vendors, and internal partners while balancing frequent communication with delivery responsibilities.

The position is part of Fidelity Workplace Consulting, a group of more than 600 professionals advising clients on domestic and global benefits. The group offers services spanning benefits building, strategy, funding, communication, and delivery, and serves companies ranging from Fortune 50 to Fortune 2000, as well as tax-exempt organizations.

Fidelity is transitioning toward a full-time onsite working model through a phased regional and role-based rollout. Current onsite requirements vary, and expectations may change as the rollout continues. The transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Bachelor's degree or equivalent experience.
• Significant experience in Stock Plan administration.
• 4–5 years of experience in project management, Stock Plan administration, consulting, total benefits outsourcing administration, and/or new business implementation.
• Outstanding project management skills.
• Proven ability to manage client-facing program or project teams of varying sizes through successful completion.
• Resilience, initiative, ownership, and a disposition toward action and continuous improvement in fast-paced, ambiguous environments.

Responsibilities

• Lead a team of resources to complete client implementation and ongoing servicing projects accurately and on time.
• Coordinate with clients to identify and validate process changes and recommend improvements that enhance data quality and project outcomes.
• Lead project delivery by communicating requirements to the project support team, monitoring project progress and budgets, addressing issues, and making course corrections to meet goals within project scope.
• Understand analytical outcomes, prepare client-friendly materials, and communicate findings and next steps to internal and external partners.
• Work with internal partners to develop processes and obtain agreement on coordinated results.
• Build and maintain successful relationships with clients, vendors, and internal partners.
• Balance ongoing communication with delivery responsibilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level