Senior Stock Plan Implementation Lead - Client Onboarding

Soteria Reinsurance Ltd.; Covington (KY); On-site; USD 90,000 - 110,000; Full time

Job summary

Fidelity Investments in Covington, KY is seeking a Senior Implementation Project Manager for Stock Plan Services to lead complex client onboarding projects in a fast-paced, client-facing role.

You will coordinate across Operations, Product, Technology and Legal, manage project docs, report progress and risks, and drive a smooth onboarding experience that lays the foundation for long-term client satisfaction.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• 3–5 years in equity compensation, financial services, or project management.
• Experience coordinating multi-workstream projects or client transitions.
• Strong communication, influence, and organizational skills.
• Ability to lead cross-functional teams through structured plans and delivery commitments.

Responsibilities

• Serve as primary day-to-day contact for clients during onboarding and guide them through platform transition activities.
• Coordinate tasks across Operations, Product, Technology, Legal, and other internal partners.
• Manage project documentation, ensuring accuracy, compliance, and Fidelity standards.
• Provide regular status reporting to stakeholders on progress, milestones, issues, and risks.
• Support a consistent onboarding experience that builds a foundation for long-term client satisfaction.
• Contribute to team knowledge-sharing, process improvements, and best-practice adoption.

Skills

Project management

Cross-functional coordination

Risk management

Communication

Stakeholder management

Education

Bachelor’s Degree or equivalent

Job description

Fidelity Investments in Covington, KY is seeking a Senior Implementation Project Manager for Stock Plan Services to lead complex client onboarding projects in a fast-paced, client-facing role.

You will coordinate across Operations, Product, Technology and Legal, manage project docs, report progress and risks, and drive a smooth onboarding experience that lays the foundation for long-term client satisfaction.