help provide clients high quality, comprehensive and efficient quality solutions regarding their benefit programs
interact directly with clients as well as participate in project status meetings with the Consultant
work with the Consultant and the internal Fidelity team on identifying and reviewing the client's data and custom administration needs and propose solutions
be accountable for program management of the client assignment in a deadline-oriented environment
build, manage, and grow client relationships by delivering outstanding customer satisfaction with every engagement
own the creation and delivery of benefit adding proposals, up to and including client contract sign-off and approval
ensure project team members deliver realistic project plans including scope, duration, and effort
provide oversight to the program to ensure alignment to strategy, plan, and budget
identify risk areas and lead team to appropriate solutions when obstacles are encountered
identify, define, acquire, digest, and apply client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization

10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years+ of business development experience
3 years+ focused on program/project management
Implementation experience preferred
Understanding of Defined Benefit plans and administration is required
Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
Leading the initial new business development process from prospecting to final project completion
Positive relationship leadership skills including relationship building, influencing, and a consultative approach
Strong problem solving and outstanding program management skills
Expansive depth and breadth of the Defined Benefit industry

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Director, Senior Data Consultant – Defined Benefit

Key skills