NQ Service Delivery Manager

Soteria Reinsurance Ltd.; Covington (KY); On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments in Covington, KY is seeking an NQ Service Delivery Manager to serve as the subject matter expert for nonqualified plan setup and best practices.

You will work with plan sponsors and internal partners, manage annual enrollment events, and deliver outcomes that enhance sponsor and participant experiences.

This role emphasizes client service excellence within Fidelity’s Workplace Investing DC Client Services team and onsite operations.

Qualifications

• 3+ years of retirement-plan experience with plan sponsors.
• Bachelor’s Degree or equivalent work experience.
• Experience with Nonqualified Plans preferred.

Responsibilities

• Serve as SME for NQ plan setup, best practices, and solutions.
• Interact with plan sponsors and internal partners to drive positive outcomes.
• Manage annual enrollment events and ongoing service delivery.
• Contribute to improving participant experience and sponsor satisfaction.

Skills

Interpersonal communication

Client relationship building

Organizational skills

Problem-solving

Education

Bachelor's degree or equivalent

Job description

## NQ Service Delivery ManagerApplylocations: Covington, KYtime type: Full timeposted on: Posted Todayjob requisition id: 2132604## ## 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 OperationsPlease 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.