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NEXTMOVEFDE careers · United States
Fidelity Investments

Data Consultant, Stock Plan Project Manager

AI summary of the role

This role leads data quality and project management for stock plan administration within Fidelity's Workplace Consulting Group, serving Fortune 1000 clients.

What you’ll do

  • Lead a team of resources to provide timely and accurate completion of projects supporting implementation and ongoing servicing client lifecycle.
  • Coordinate with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes.
  • Lead project delivery including understanding and communicating requirements, monitoring progress and budgets, and making course corrections.
  • Prepare client-friendly materials and communicate findings and next steps to internal and external partners.

What you’ll bring

  • Significant experience in Stock Plan administration
  • 5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation
  • Outstanding project management skills
  • Proven ability to manage client-facing program/project teams to successful completion

Technologies

Stock Plan administration · Equity Compensation · project management · benefits outsourcing · client management

About Fidelity Investments

Privately owned financial services firm offering brokerage, retirement plans, wealth management, and asset management to retail investors, employers, and institutions, with a proprietary tech-build culture.

Private Late · 5000+ people

Source and classification

Deployment strategy · Evidence for this classification:

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 Stock Plan 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. Opportunities to serve and interact across multiple product lines
How jobs are selected

Employer postings · Data from · Sources