401k Implementation Project Manager

Project Manager

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.

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

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.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

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.