
Financial services company
401k Implementation Project Manager at Fidelity
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
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Bachelor's Degree
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5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management
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Confidently lead by influence and use strong communication and interpersonal skills to work across organizations
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Analytical, organized, and have strong multi-tasking skills
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Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities
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Identify and lead quality improvement initiatives and other special projects for the team
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Strong knowledge of defined contribution (qualified and/ or nonqualified), financial services, and/or benefits industries
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Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate
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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
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Monitoring and reporting on project status
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Consulting with clients to understand their needs
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Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation
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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 Service
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.
Required skills
Project management
Client management
Implementation planning
Stakeholder coordination
Risk anticipation
Process improvement
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About Fidelity

Fidelity
BootstrappedFidelity Investments, formerly known as Fidelity Management & Research (FMR), owned by FMR LLC and headquartered in Boston, Massachusetts, United States, provides financial services.
1-50
Employees
Chatham
Headquarters
$150B
Valuation
Reviews
10 reviews
3.6
10 reviews
Work-life balance
3.8
Compensation
2.5
Culture
3.7
Career
2.8
Management
3.2
65%
Recommend to a friend
Pros
Supportive management and employee well-being focus
Good work-life balance and flexible hours
Excellent benefits and retirement plans
Cons
Low compensation and starting salary
Limited growth opportunities
High workload and stressful during peak times
Salary Ranges
47 data points
Junior/L3
Junior/L3 · Analyst, Platform Product Management
1 reports
$90,586
total per year
Base
$78,374
Stock
-
Bonus
-
$90,586
$90,586
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Experience
Positive 0%
Neutral 75%
Negative 25%
Interview process
1
Application Review
2
HR Screen
3
Phone Interview
4
Background Check
5
Offer Decision
Common questions
Behavioral/STAR
Customer Service Scenarios
Financial Services Knowledge
Past Experience
Culture Fit
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