Director, Defined Contribution Senior Consultant, Fidelity Workplace Consulting
About The Position
As part of the Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs. The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment. Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement. Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval. Ensuring project team members deliver realistic project plans including scope, duration and effort. Providing oversight to the program to ensure it is tracking to the strategy, plan and budget. Identifying risk areas and lead team to appropriate solutions when obstacles are encountered. Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.
Requirements
- 10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
- 3 years of business development experience
- 5 years focused on program/project management
- Understanding of Defined Contribution plan benefits and record keeping administration is required.
- Excel at leading the initial new business development process from prospecting to closure.
- Strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.
- Strong problem solving and exceptional program management skills.
- Expansive depth and breadth of the Defined Contribution industry.
Nice To Haves
- Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.
Responsibilities
- Business development and overall service delivery of data consulting services to the client.
- Communicate directly with clients and participate in project status meetings.
- Identify and review client's data and custom administration needs and propose solutions.
- Accountable for program management of the client assignment in a deadline-oriented environment.
- Build, manage and expand client relationships by delivering a superior level of customer satisfaction.
- Lead the creation and delivery of value-add proposals to the client, up to client contract sign-off and approval.
- Ensure project team members deliver realistic project plans including scope, duration and effort.
- Provide oversight to the program to ensure it is tracking to the strategy, plan and budget.
- Identify risk areas and lead team to appropriate solutions when obstacles are encountered.
- Identify, define, obtain, digest and apply client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- 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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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
