401k Implementation Project Manager

Fidelity Investments; Smithfield (RI); On-site; USD 110,000 - 160,000; Full time

Job summary

Fidelity Investments seeks a Project Manager to lead teams converting defined contribution plans for new clients or adjusting plans for existing ones. You will collaborate with internal and external stakeholders, develop timelines, manage risks, and deliver client-focused solutions while balancing business priorities.

Ideal candidates bring 5+ years in implementation, project management, or client management, with strong communication, analytical skills, and knowledge of ERISA/IRC/DOL

Qualifications

• 5+ years of experience in 2 of the following areas: implementation, project management and/or client management
• Confidently lead by influence with strong communication and interpersonal skills across organizations
• Analytical, organized, with strong multi-tasking skills
• Decisive, creative, adaptable with experience developing and executing client solutions
• Identify and lead quality improvement initiatives and other special projects
• Strong knowledge of defined contribution, financial services, and/or benefits industries
• Leading multiple projects and prioritizing workload, delegating as appropriate
• Developing project timelines and ensuring timely completion, anticipating challenges
• Monitoring and reporting on project status
• Consulting with clients to understand their needs
• Knowledge of ERISA, IRC and DOL regulations and impact of pending legislation
• Coaching and mentoring others to draw out skills and expertise

Responsibilities

• Lead project teams of internal and external stakeholders to convert defined contribution plans for new clients or modify plans for existing clients
• Coordinate with internal groups and external client staff and third-party vendors
• Develop project timelines and monitor progress to ensure on-time delivery
• Provide status reports and communicate project risks and mitigations
• Consult with clients to understand needs and balance business priorities
• Mentor and develop team members to draw out capabilities
• Navigate ERISA, IRC, and DOL regulations affecting projects

Skills

Project management

Client management

Implementation

Communication

Analytical thinking

Multi-tasking

Problem solving

Mentoring

Quality improvement

Education

Bachelor's Degree

Job description

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 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.