Job Description :
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 Role
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 Expertise and Skills You Bring
Bachelor's Degree
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, financial services, and / or benefits industries
Experience with Nonqualified / Qualified Plans preferred
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 :
Category : Client Service
Client Service
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