401k Implementation Project Manager

Fidelity

Smithfield (RI)

On-site

USD 100,000 - 150,000

Full time

14 days+

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Job summary

Fidelity Investments is seeking a 401k Implementation Project Manager to lead project teams converting defined contribution plans for new clients to Fidelity or to adjust existing plans. The role requires collaboration across internal groups and external resources, maintaining project timelines and regulatory awareness.

Ideal candidates have a Bachelor's degree and 5+ years in implementation, project management, or client management, with strong communication, analytical skills, and the ability

Qualifications

Bachelor's degree required.
5+ years in 2 of: implementation, project management, client management.
Strong cross-organizational communication and influence.
Knowledge of ERISA, IRC and DOL regulations.

Responsibilities

Lead project teams to convert defined contribution plans to Fidelity or modify existing client plans.
Develop project timelines and ensure team members complete requirements on time.
Monitor and report project status to stakeholders.
Consult with clients to understand needs and balance business goals and priorities.

Skills

Leadership by influence

Communication skills

Analytical thinking

Multi-tasking

Defined contribution knowledge

Education

Bachelor's Degree

Job description

Sales & Relationship Management

401k Implementation Project Manager

Published: May 01

ID: 2128743

Time onsite: required to work most days in the office (~75-100%)

Onsite

Location

Covington, KY
Merrimack, NH
Albuquerque, NM
Smithfield, RI

Team

Sales & Relationship Management

Experience Level

Manager

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 affected
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.

Certifications:

Category:

Client Service

Please 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.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Company overview

Company overview

At 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 experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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