Data Consultant, Defined Benefit Project Manager

About the role

The Fidelity Investments is seeking a passionate Data Consultant to join their team. The role involves providing high-quality, comprehensive, and efficient data quality solutions for clients' benefit programs. Key responsibilities include supporting the implementation and servicing of client lifecycle projects, coordinating with clients to improve data quality, and building processes that meet margin goals.

Responsibilities

• Supporting the implementation and ongoing servicing of client lifecycle by leading a team of resources to provide timely and accurate completion of projects.
• Coinciding with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes.
• Supporting internal partners to build and develop coordinated processes that meet margin goals.
• Serving & interacting across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
• 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, preparing client-friendly materials, and communicating findings and next steps to internal and external partners.
• Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected.
• Building and maintaining successful relationships with clients, vendors, internal partners.
• Balancing constant communication while delivering on responsibilities.

Requirements

A Bachelor's degree or equivalent experience is required, along with an MBA (preferred). Experience in project management, consulting, total benefits outsourcing administration, and/or new business implementation is essential, with a strong preference for Defined Benefit implementation experience. Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions is necessary. Excellent project management skills, proven ability to manage various sized, client-facing program/project teams to successful completion, and strong client and/or vendor relationship management are required. Heavy collaboration and storytelling skills, conveying confidence in team's end goal, and ownership of outcomes and clear communication of status and results are also essential.

Qualifications

Education: A bachelor's degree or equivalent experience is required. An MBA is preferred.

Skills

• Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
• Capable of working with large data sets, thinking analytically, and reporting out status and/or story.
• Outstanding project management skills.
• Past experience managing various sized, client-facing program/project teams to successful completion.
• Strong ability to navigate and manage client and/or vendor relationships.
• Heavy collaboration and storytelling skills, conveying confidence in team's end goal.
• Ownership of outcomes and clear communication of the status and results.

Team

The Fidelity Workplace Consulting Group comprises over 600 professionals who advise clients on the management of their domestic and global benefits. They offer a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of their team leaders have experience from other leading consulting firms. They primarily serve Fortune 1000 companies but 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: Fidelity Workplace Consulting.

Company Information

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.