Senior Implementation Project Manager - Stock Plan Services

Fidelity; Covington (KY); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Fully paid parental leave

On-site health and wellness centers

Job summary

Fidelity is seeking a Senior Implementation Project Manager for Stock Plan Services to lead complex client onboarding projects with a strong focus on cross-functional collaboration and risk management. The role emphasizes delivering a high-quality onboarding experience and coordinating across Operations, Product, Technology, and Legal teams.

You will guide clients through platform transitions, manage documentation, and provide clear status updates to stakeholders while upholding Fidelity

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.

Responsibilities

• Serving as the primary day-to-day contact for clients during onboarding, guiding them through platform transition activities.
• Coordinating tasks across Operations, Product, Technology, Legal, and other internal partners.
• Managing project documentation and ensuring accuracy, compliance, and adherence to 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 coordination

Communication

Stock plan knowledge

Risk management

Matrix leadership

Education

Bachelor’s Degree

Job description

Sales & Relationship Management

Senior Implementation Project Manager - Stock Plan Services

Published: May 26

Time onsite: blend of both onsite and offsite work (~50%)

Hybrid

Location

• Merrimack, NH
• Covington, KY
• Smithfield, RI

Team

• Sales & Relationship Management

Experience Level

Senior Manager

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position.

The Role

The Stock Plan Services team is seeking a Senior Implementation Project Manager to work in a fast-paced client-facing role, leading complex projects on behalf of both new and existing clients! This role is accountable for project execution, cross-functional coordination, risk management, and delivering high-quality onboarding experience for clients and internal partners.

• Serving as the primary day-to-day contact for clients during onboarding, guiding them through platform transition activities
• Coordinating tasks across Operations, Product, Technology, Legal, and other internal partners
• Managing project documentation and ensuring accuracy, compliance, and adherence to 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

The Expertise and Skills You Bring

• 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 identify 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

The Team

As part of the Implementation team, you help establish the foundation for each client’s long-term relationship with Fidelity. Your leadership supports operational excellence, reduces risk, and enhances the overall client experience across Stock Plan Services.

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.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Company overview

Company overview

At 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 experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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