About the role
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 ServicePlease 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.
Aplyr's read
Fidelity Investments is a powerhouse in financial services, attracting professionals in technology, risk management, and client services to drive innovation and customer satisfaction.
What's promising
- •Fidelity offers diverse roles across technology, finance, and client services, indicating a broad scope for career growth.
- •The company invests heavily in technology, hiring roles in AI, cloud, and cybersecurity.
- •Fidelity's strong market presence provides stability and numerous opportunities for advancement.
What to watch
- •The financial sector's regulatory environment may limit flexibility and innovation.
- •High competition for roles may make entry challenging for less experienced candidates.
- •Limited public information about work-life balance and company culture specifics.
Why Fidelity Investments
- •Fidelity's focus on technological advancement is evident in its numerous tech-oriented roles.
- •The company has a strong emphasis on risk management, hiring specialized roles in this area.
- •Fidelity's diverse service offerings provide employees with exposure to various financial sectors.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Fidelity Investments
Fidelity Investments is a multinational financial services corporation that provides investment management, retirement planning, portfolio guidance, brokerage services, and wealth management.
Similar roles
VP, IAM Program Manager(L12)
Synchrony Financial
Sr NOC Training & Standards Program Manager
Southwest Airlines
Manager, Program Management – LifeCycle Management (m/f/d)
Danaher
SPM/PM, OBU, Beijing/Shanghai
Takeda
Lead Project Manager - Portfolio Recourcing and Forecasting Lead
Wells Fargo
Senior Quantitative Model Solutions Specialist - Program Manager
Wells Fargo