Senior Stock Plan Implementation Lead for Client Onboarding

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

Job summary

Fidelity Investments Inc. seeks a Senior Implementation Project Manager for its Stock Plan Services onboarding team.

You will lead complex, client-facing projects, coordinate across operations, product, tech, and legal, and drive a high-quality onboarding experience for new and existing clients. Responsibilities include serving as the main client contact during onboarding, managing documentation, and providing status updates to stakeholders.

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

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

Skills

Project management

Stakeholder communication

Risk management

Cross-functional leadership

Attention to detail

Education

Bachelor's Degree

Job description

Fidelity Investments Inc. seeks a Senior Implementation Project Manager for its Stock Plan Services onboarding team.

You will lead complex, client-facing projects, coordinate across operations, product, tech, and legal, and drive a high-quality onboarding experience for new and existing clients. Responsibilities include serving as the main client contact during onboarding, managing documentation, and providing status updates to stakeholders.