Lead project teams of internal and external stakeholders to convert defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients
Consult with clients to understand their needs
Maintain project timelines and ensure requirements are completed on time
Identify and lead quality improvement initiatives and special projects for the team
Monitor and report on project status
Collaborate with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc.
Work with external resources, including client staff and third-party vendors

Bachelor's Degree
5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management
Strong knowledge of defined contribution (qualified and/or nonqualified), financial services, and/or benefits industries
Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities
Strong communication and interpersonal skills to work across organizations
Analytical, organized, and have strong multi-tasking skills
Identify and lead quality improvement initiatives and other special projects for the team
Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs
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
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

401k Implementation Project Manager

Key skills