Fidelity Investments Job - 30158259 | CareerArc
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Company: Fidelity Investments
Location: Durham, NC
Career Level: Associate
Industries: financial services


Do you excel at helping clients to solve challenging 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 and cost effective data quality solutions regarding their benefit programs.

The Team

The Fidelity Workplace Consulting Group is composed of over 350 professionals who advise clients on the management of their domestic 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. Consultants perform the role of project manager managing a team of resources to deliver the timely and accurate completion of these efforts that achieve margin goals.

The Expertise You Have

· Bachelor degree minimum, MBA degree a plus

· 8+ years in project management, consulting, total benefits outsourcing administration and/or new business implementation

· Minimum 3 years formal project management

· Proficient with MS Project, Excel, PowerPoint

The Skills You Bring

· You preferably have an understanding of defined benefit plans

· You have demonstrated experience in recommending administrative, benefits process and/or designs that align to outsourcing product/services solutions

· You have exceptional project management skills

· You have a proven ability to manage a variety of sized, client facing program/project teams to successful completion

· You excel at navigating and managing client and/or vendor relationships successfully

The Value You Deliver

· Identifying opportunities for Workplace Consulting revenue opportunities with existing clients

· Building and maintaining successful relationships with clients, vendors, internal partners

· Preparing project material including: execution of analytical efforts to support key points and delivery (i.e., actively lead client meetings)

· Proactively monitoring 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 data quality current state and ongoing maintenance

· Working closely with internal partners including Operations, Implementations, Benefits Consulting, and Relationship Management team in order to design/obtain agreement on/develop processes that deliver integrated results where expected

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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