NQ Service Delivery Manager

Fidelity Investments Inc.; Covington (KY); On-site; USD 85,000 - 125,000; Full time

Job summary

Fidelity Investments Inc. in Covington, KY is seeking a Nonqualified (NQ) Service Delivery Manager who will serve as the subject matter expert for NQ plan set-up, advise on best practices, and work with plan sponsors and internal partners.

You will manage annual enrollment events and drive positive outcomes that enhance sponsor and participant experiences. The role emphasizes strong communication, organization, and analytical skills to handle multiple tasks in a fast-paced environment.

Qualifications

• 3+ years of related experience working with retirement plans and interacting with Plan Sponsors.
• Bachelor’s Degree or equivalent work experience
• Experience with Nonqualified Plans preferred.

Responsibilities

• Interact with plan sponsors and internal partners to provide operational expertise.
• Manage annual enrollment events and ensure successful execution.
• Deliver positive outcomes and improve sponsor and participant experience.
• Support the WI DC Client Services organization in delivering high-quality recordkeeping and service.

Skills

Interpersonal skills

Client communication

Relationship building

Analytical thinking

Education

Bachelor’s Degree or equivalent

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

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.

The Expertise and Skills You Bring

• 3 plus years of related experience working with retirement plans and interacting with Plan Sponsors.
• Bachelor’s Degree or equivalent work experience
• Experience with Nonqualified Plans preferred.

Skills required for the role:

To excel in this role, 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 further contribute to success in this dynamic role.

The Team

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.

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 Operations

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.