Senior Client-Onboarding & Project Lead

Fidelity Investments; Covington (KY); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments is seeking a Senior Implementation Project Manager to lead complex client onboarding initiatives within the Stock Plan Services team. You will serve as the primary contact for clients, guiding platform transitions and ensuring a smooth, high-quality onboarding experience.

In this fast-paced, client-facing role, you will coordinate across Operations, Product, Technology, and Legal, manage project documentation, and report progress to stakeholders while driving continuous

Qualifications

• Bachelor's degree or equivalent years of professional experience.
• 3–5 years of experience in equity compensation, financial services, or project management.
• Experience coordinating multi-workstream projects or client transitions.
• Working knowledge of stock plan administration or a strong desire to develop subject-matter expertise.
• Strong communication, influence, and organizational skills.
• Ability to lead cross-functional project teams through structured plans and delivery commitments.
• Strong capability to identify, document, and escalate risks and obstacles.
• Clear and timely communication skills when facilitating discussions, resolving issues, and aligning partners.
• Ability to build consensus and influence in a matrixed environment.
• Strong attention to detail and a process-oriented approach.
• Ability to thrive in a dynamic, fast-paced environment with shifting priorities.

Responsibilities

• Primary day-to-day contact for clients during onboarding, guiding platform transitions activities.
• Coordinating tasks across Operations, Product, Technology, Legal, and other internal partners.
• Managing project documentation and ensuring accuracy, compliance, and Fidelity standards.
• Providing regular status reporting to stakeholders on progress, milestones, issues, and risks.
• Supporting a consistent and positive onboarding experience that establishes a strong foundation for long-term client satisfaction.
• Contributing to team knowledge-sharing, process improvements, and best-practice adoption.

Skills

Project management

Cross-functional collaboration

Communication skills

Risk management

Attention to detail

Education

Bachelor's Degree or equivalent years of professional experience

Job description

Fidelity Investments is seeking a Senior Implementation Project Manager to lead complex client onboarding initiatives within the Stock Plan Services team. You will serve as the primary contact for clients, guiding platform transitions and ensuring a smooth, high-quality onboarding experience.

In this fast-paced, client-facing role, you will coordinate across Operations, Product, Technology, and Legal, manage project documentation, and report progress to stakeholders while driving continuous