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401k Implementation Project Manager
- Covington, Kentucky, United States
- Covington, Kentucky, United States
Über
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 Project Manager should have a Bachelor's Degree and 5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management. They should confidently lead by influence and use strong communication and interpersonal skills to work across organizations. They should be analytical, organized, and have strong multi-tasking skills. They should be decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities. They should identify and lead quality improvement initiatives and other special projects for the team. They should have strong knowledge of defined contribution (qualified and/ or nonqualified), financial services, and/or benefits industries. They should lead multiple projects and prioritize workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate. They should 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. They should monitor and report on project status. They should consult with clients to understand their needs. They should maintain knowledge of ERISA, IRC and DOL regulations and understand the impact of pending legislation. They should coach and mentor 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.
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.
Sprachkenntnisse
- English
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