Director, Plan Consulting

Fidelity • Smithfield, RI

1d • Onsite

About The Position

As Director of Plan Consulting, you will lead and develop a team of 10-15 Plan Consultants supporting IRS pre-approved document creation and ongoing ERISA compliance for 401(k) and 403(b) plans within the WI CAPS organization. You will play a critical role in shaping the Plan Consulting team strategy, driving operational excellence, and fostering a high-performing, inclusive team culture.

Requirements

• Bachelor’s degree required.
• Proven leadership experience managing teams, preferably across multiple locations.
• Demonstrated success in process improvement, operational efficiency, and escalation management.
• Strong executive communication, presentation, and customer management skills.
• Experience with benchmark development, performance management, and risk mitigation.

Nice To Haves

• Deep knowledge of ERISA compliance and retirement plan document services preferred.
• ASPPA or related industry designation preferred.

Responsibilities

• Defining and driving strategic objectives for Plan Consulting, demonstrating data and insights to inform decisions and measure outcomes.
• Owning the end-to-end Plan Consulting service model, ensuring consistent, high-quality delivery aligned with client and business needs.
• Using important metrics and analytics to monitor performance, proactively identify risks, and implement mitigation strategies.
• Leading, coaching, and developing a high-performing, multi-site team of Plan Consultants.
• Fostering a culture of accountability, continuous improvement, and customer focus.
• Navigating and resolving complex blocking issues with good judgment and urgency.
• Partnering closely with Legal, Implementation, Sales, and Relationship Management to ensure seamless delivery and alignment on priorities.
• Acting as a key collaborator in enterprise initiatives impacting document services and compliance processes.
• Discovering opportunities to streamline processes, enhance service scalability, and improve the client experience.

What This Job Offers

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