401k Implementation Project Manager

Soteria Reinsurance Ltd.

Smithfield (RI)

On-site

USD 95,000 - 135,000

Full time

14 days+

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Job summary

Fidelity Investments in Smithfield, RI seeks a Project Manager to lead implementation projects for defined contribution plans, coordinating internal teams and external clients to convert or adjust retirement plans.

You will build timelines, manage risks, communicate across organizations, and ensure regulatory compliance (ERISA, IRC, DOL). Strong leadership by influence and problem-solving are essential.

Qualifications

  • Bachelor's degree required.
  • 5+ years of experience in 2 of the areas: implementation, project management and/or client management.
  • Strong communication and interpersonal skills across organizations.
  • Analytical, organized, and able to multi-task in a fast-paced environment.
  • Knowledge of defined contribution plans and financial services industries is preferred.

Responsibilities

  • Lead project teams to convert defined contribution plans to Fidelity or modify existing plans.
  • Develop project timelines and ensure requirements are completed on time.
  • Monitor and report on project status and risks.
  • Consult with clients to understand needs and deliver solutions.

Skills

Project management
Client management
Communication

Education

Bachelor's Degree

Job description

## 401k Implementation Project ManagerApplylocations: 500 Salem St, Smithfield RItime type: Full timeposted on: Posted Todayjob requisition id: 2128743## ## Job Description:**Note: Fidelity will not provide immigration sponsorship for this position**## ## **The Role**The Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.## ## **The Expertise and Skills You Bring*** Bachelor's Degree* 5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management* Confidently lead by influence and use strong communication and interpersonal skills to work across organizations* Analytical, organized, and have strong multi-tasking skills* Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities* Identify and lead quality improvement initiatives and other special projects for the team* Strong knowledge of defined contribution (qualified and/ or nonqualified), financial services, and/or benefits industries* Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate* Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted* Monitoring and reporting on project status* Consulting with clients to understand their needs* Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation* Coaching and mentoring others to draw out their skills and expertise## ## **The Team**As part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:## ## Category:## Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.
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