Data Consultant, Stock Plan Project Manager

Fidelity Investments Inc.; Covington (KY); On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. seeks a SPS Data Consultant to provide data quality solutions for benefit programs. You will lead project delivery, coordinate with clients, validate process builds, and ensure timely, accurate completion of projects.

Prepare client-friendly analyses, communicate findings, and drive collaboration with internal and external partners to deliver coordinated results. Strong PM and data-focused skills are essential.

Qualifications

• Bachelor's degree or equivalent experience.
• Significant experience in Stock Plan administration.
• 4-5 years in project management, Stock Plan administration, consulting, total benefits outsourcing administration, and/or new business implementation.
• Outstanding project management skills.
• Proven ability to manage various sized, client-facing program/project teams to successful completion.

Responsibilities

• Leading a team to provide timely and accurate completion of projects.
• Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality.
• Leading project delivery, communicating requirements, monitoring progress and budgets, addressing issues, and steering the project to goals.
• Understanding analytical outcomes, preparing client-friendly materials and communicating findings to internal and external partners.
• Working with internal partners to develop processes that deliver coordinated results.
• Building and maintaining relationships with clients, vendors, and internal partners.
• Balancing constant communication while delivering on responsibilities.

Skills

Stock Plan administration

Project management

Client-facing programs

Education

Bachelor's degree or equivalent experience

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description

The Role

Role

Are you eager to provide clients with outstanding data-based solutions? In the role of a SPS Data Consultant, you will play a crucial role in providing high-quality, comprehensive, and efficient data quality solutions for our clients' benefit programs. Your expertise will drive solution efforts through meticulous project management and fostering a highly collaborative environment. Role experiences include:

• Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects.
• Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes.
• Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects & budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project.
• Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners.
• Working closely with internal partners to compose/obtain agreement on/develop processes that deliver coordinated results where expected.
• Building and maintaining successful relationships with clients, vendors, and internal partners.
• Balancing constant communication while delivering on responsibilities.

The Expertise And Skills You Bring

You bring a unique blend of resilience and initiative that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.

• A bachelor's degree or equivalent experience
• Significant experience in Stock Plan administration
• 4-5 years in project management, Stock Plan administration, consulting, total benefits outsourcing administration, and/or new business implementation
• Outstanding project management skills
• Proven ability to manage various sized, client-facing program/project teams to successful completion.

The Team

The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. As a fast-growing business within Fidelity, we offer a broad range of services that span benefits building, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting.

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:

Consulting

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.