Senior Stock Plan Implementation Lead

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

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