401k Implementation Project Manager at Fidelity Investments

Covington, Kentucky, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, BenefitsIndustries

Requirements

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
Strong knowledge of defined contribution, financial services, and/or benefits industries
Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation

Responsibilities

Lead 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
Identify and lead quality improvement initiatives and other special projects for the team
Lead multiple projects and prioritize workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate
Develop project timelines and ensure that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted
Monitor and report on project status
Consult with clients to understand their needs
Coach and mentor others to draw out their skills and expertise

Skills

Key technologies and capabilities for this role

Project ManagementClient ManagementImplementationStakeholder ManagementCommunicationAnalytical SkillsMulti-taskingERISAIRCDOL RegulationsDefined Contribution PlansFinancial ServicesBenefitsQuality ImprovementMentoring

Questions & Answers

Common questions about this position

Is this a remote position or does it require office work?

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

What experience and skills are required for this Project Manager role?

Candidates need a Bachelor's Degree and 5+ years of experience in 2 of the following 3 areas: implementation, project management, and/or client management. Key skills include strong communication and interpersonal skills, analytical and multi-tasking abilities, leading by influence, knowledge of defined contribution plans, financial services, benefits industries, and ERISA/IRC/DOL regulations.

What does the team structure look like for this role?

The Project Manager leads a project team of internal and external stakeholders, coordinating with internal business partners like other Implementation groups, client service teams, Participant Services, and Financial Operations, as well as external client staff and third-party vendors.

What is the salary or compensation for this position?

This information is not specified in the job description.

What makes a strong candidate for this 401k Implementation Project Manager role?

Strong candidates will have 5+ years in implementation, project management, or client management, plus skills in leading by influence, multi-tasking, developing project timelines, monitoring status, consulting clients, and knowledge of ERISA/IRC/DOL regulations, with experience coaching and mentoring team members.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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