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401k Implementation Project Manager

Fidelity Investments
Posted a month ago, valid for 10 hours
Location

Albuquerque, NM 87158, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The Project Manager role at Fidelity involves leading project teams to transition or modify defined contribution plans for clients.
  • Candidates must possess a Bachelor's Degree and at least 5 years of experience in implementation, project management, or client management.
  • The position requires strong communication skills, analytical abilities, and experience in the financial services or benefits industries.
  • The Project Manager will also be responsible for developing project timelines, monitoring status, and consulting with clients to understand their needs.
  • Salary details are not specified, but the role emphasizes the importance of leadership, adaptability, and compliance with regulatory standards.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.

The Expertise and Skills You Bring

  • Bachelor's Degree

  • 5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management

  • Confidently lead by influence and use strong communication and interpersonal skills to work across organizations

  • Analytical, organized, and have strong multi-tasking skills

  • Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities

  • Identify and lead quality improvement initiatives and other special projects for the team

  • Strong knowledge of defined contribution (qualified and/ or nonqualified), financial services, and/or benefits industries

  • Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate

  • Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted

  • Monitoring and reporting on project status

  • Consulting with clients to understand their needs

  • Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation

  • Coaching and mentoring others to draw out their skills and expertise

The Team

As part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.

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.




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