Consultant/Project Manager, Stock Plan Services - Fidelity Workplace Consulting

Job Description:

The Role

Do you enjoy helping clients take on relevant issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive, efficient and data driven customized and optimized administrative solutions!

The Expertise and Skills You Bring

• Bachelor’s degree required; MBA a plus
• Proficiency in an Equity Compensation consulting role, client management, or an administration team manager (corporate benefits, outsourcing, or consulting firm)
• Minimum 3 years formal project management
• Understanding of equity compensation and stock plan administration
• You have an expansive depth and breadth of Stock Plan administration knowledge
• You have outstanding project management skills
• Your analytical and problem-solving skills are a key strength
• You have proven experience in recommending administrative, benefits process and/or methods that align to outsourcing product/services solutions.
• You exceed at navigating and leading client and/or vendor relationships successfully

The Value You Deliver

• Collaborating with different levels of management within a variety of businesses or functions to find opportunities for innovation and growth
• Building and maintaining successful relationships with clients, vendors and internal partners
• Preparing project material, execution of analytical efforts, and actively lead client meetings
• Proactively supervising progress of projects, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project
• Identifying, validating and recommending changes to process designs (client, vendor, internal) that improve administrative or data quality current state and ongoing maintenance
• Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team in order to design/obtain agreement on/develop processes that deliver integrated results where encouraged

The Team

The Fidelity Workplace Consulting Group is composed of over 600 professionals who counsel clients on the management of their benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.

Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle. This position is part of the Data Consulting practice which works with clients to help customize and optimize their workplace benefits administration. The team works closely with members of our Workplace Consulting organization, clients, Relationship Management and WI DC/DB/SPS Operations teams to deliver our highly customized solutions to our clients. Our greatest asset is our ability to work under tight deadlines and respond quickly to client inquiries and requests with operational excellence.

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.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.