Senior Stock Plan Implementation Lead

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

Job summary

Fidelity Investments Inc. is seeking a Senior Implementation Project Manager to lead complex onboarding projects for new and existing clients. You will own the client onboarding experience, coordinate across Operations, Product, Technology and Legal, and deliver risk-managed milestones with high-quality outcomes.

You will guide cross-functional teams through structured plans, document rigor, and proactive issue resolution, ensuring a smooth platform transition and long-term client satisfaction.

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 elevate 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

• 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

Risk management

Client onboarding

Communication

Stakeholder alignment

Education

Bachelor’s Degree or equivalent years of professional experience

Job description

Fidelity Investments Inc. is seeking a Senior Implementation Project Manager to lead complex onboarding projects for new and existing clients. You will own the client onboarding experience, coordinate across Operations, Product, Technology and Legal, and deliver risk-managed milestones with high-quality outcomes.

You will guide cross-functional teams through structured plans, document rigor, and proactive issue resolution, ensuring a smooth platform transition and long-term client satisfaction.