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Data Consultant, Stock Plan Project Manager

Fidelity

  • Covington, Kentucky
  • 10 days ago
  • Remote
    Fidelity
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    Skills

    • Analysis Skillsunmatched
    • Budgetingunmatched
    • Communication Skillsunmatched
    • Compensation and Benefitsunmatched
    • Consultingunmatched
    • Continuous Improvementunmatched
    • Customer Relationsunmatched
    • Data Qualityunmatched
    • ERISA (Employee Retirement Income Security Act of 1974)unmatched
    • Fortune 1000 Customersunmatched
    • Investment Servicesunmatched
    • Microsoft Exchange Serverunmatched
    • Outsourcingunmatched
    • Problem Solving Skillsunmatched
    • Process Developmentunmatched
    • Process Improvementunmatched
    • Project Estimatesunmatched
    • Project Planningunmatched
    • Project Trackingunmatched
    • Project/Program Managementunmatched
    • Quality Managementunmatched
    • Regulationsunmatched
    • Securitiesunmatched
    • Securities Investmentsunmatched
    • State Laws and Regulationsunmatched
    • Stock Administrationunmatched
    • Stock Purchase Plansunmatched
    • Team Lead/Managerunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Vendor/Supplier Relationsunmatched

    Description

    Job Description:

    Note: Fidelity will not provide immigration sponsorship for this position.

    The Role

    Are you eager to provide clients with outstanding data-based solutions? In the role of a SPS Data Consultant, you will play a crucial role in providing high-quality, comprehensive, and efficient data quality solutions for our clients' benefit programs. Your expertise will drive solution efforts through meticulous project management and fostering a highly collaborative environment. Role experiences include:

    • Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects.

    • Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes.

    • Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects & budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project.

    • Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners.

    • Working closely with internal partners to compose/obtain agreement on/develop processes that deliver coordinated results where expected.

    • Building and maintaining successful relationships with clients, vendors, and internal partners.

    • Balancing constant communication while delivering on responsibilities.

    The Expertise and Skills You Bring

    You bring a unique blend of resilience and initiative that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.

    • A bachelor's degree or equivalent experience

    • Significant experience in Stock Plan administration

    • 4-5 years in project management, Stock Plan administration, consulting, total benefits outsourcing administration, and/or new business implementation

    • Outstanding project management skills

    • Proven ability to manage various sized, client-facing program/project teams to successful completion.

    The Team

    The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. As a fast-growing business within Fidelity, we offer a broad range of services that span benefits building, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting.

    Fidelity’s Onsite Working Model
    Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

    The base salary range for this position is $89,000-$180,000 per year.  

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

    We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

    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.

    Certifications:

    Category:

    Consulting

    Numbers & Facts

    LocationCovington, Kentucky (
    Remote
    )
    IndustryBanking
    Company Size10,000 employees or more
    Year Founded1946
    Websitehttps://jobs.fidelity.com/

    About Company

    We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

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