NQ Service Delivery Manager

Fidelity Investments • Westlake, TX

27d • Hybrid

About The Position

The Nonqualified (NQ) Service Delivery Manager operates as the subject matter expert for NQ plan set-up, consultation on best practices and preferred solutions. In addition to interacting directly with the plan sponsor, you will be growing your network by working with business partners from a wide array of internal groups. By providing operational subject matter expertise, managing annual enrollment events, and delivering positive outcomes, you will have the ability to improve the plan sponsor and participant experience.
As a leader in our Workplace Investing Defined Contributions Client Services organization, you’ll serve alongside our entire team of WI DC Client Services associates who are all passionate about delivering flawless recordkeeping and unparalleled customer service. We’ve proven that recordkeeping is a differentiator through our continuous investment and dedication to a culture of Quality focused on our outstanding Operations foundation. Our Operational foundation consists of three key components: People, Technology and Process. It is critically important to produce high quality results with every customer interaction because our organizational results play a key role in client acquisition and existing client retention, which can help secure and build revenue opportunities for Fidelity.

Requirements

• 3+ years of related experience working with retirement plans and interacting with Plan Sponsors.
• Bachelor’s Degree or equivalent work experience
• Strong interpersonal and client communication skills are essential for building relationships with plan sponsors and internal partners.
• The ability to convey complex technical information in an accessible manner enhances collaboration and understanding.
• Organizational skills and meticulous attention to detail are crucial for managing multiple tasks and meeting deadlines in a fast-paced environment.
• Problem-solving skills, logical reasoning, and analytical thinking enable effective solution implementation.
• A service mindset focused on customer needs, flexibility in adapting to varying workloads, sound judgment, and the capacity to influence strategies with clients

Nice To Haves

• Experience with Nonqualified Plans preferred.

Responsibilities

• Provide technical expertise and support to clients and internal business partners on NQ plan operational processes and complex issues.
• Manage and ensure accuracy of the NQ Online Enrollment Windows and performing distribution election error reviews to mitigate risk.
• Influence clients to embrace preferred solutions, supporting key initiatives that drive process improvements and facilitating the process to address NQ 409(A) violations according to IRS guidelines

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees