Fidelity
DataConsultant,StockPlanProjectManager
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“Data Consultant, Stock Plan Project Manager at Fidelity. Skills: Data quality, Project management, Client interaction. Support client implementation and servicing. Lead project teams for timely completion”
What You'll Achieve.
Provide high-quality, comprehensive, and efficient data quality solutions; Ensure successful project outcomes; Ensure attainment of goals within the scope of the project
Industry & Context.
Provide clients with outstanding data-based solutions; Improve data quality; Address issues and make course corrections
Fidelity will not provide immigration sponsorship
What They're Looking For.
Must Have
Bachelor's degree, 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 various sized, client-facing program/project teams to successful completion, Proficiency in an Equity Compensation consulting role, client management, or an administration team manager
Nice to Have
MBA or equivalent experience
What You'll Do.
Support client implementation and servicing
Lead project teams for timely completion
Coordinate with clients on process improvements
Lead project delivery
Communicate requirements to support team
Monitor project progress and budgets
Address issues and make corrections
Prepare client friendly materials
Communicate findings to partners
Develop processes for coordinated results
Build client relationships
Maintain vendor relationships
Maintain internal partner relationships
How You'll Work.
Team & Collaboration
Foster a highly collaborative environment; Work closely with internal partners; Interact across multiple product lines
Communication Scope
Communicate findings and next steps; Balancing constant communication
Process & Methodology
Meticulous project management, Lead project delivery, Monitor project progress, Monitor project budgets, Address project issues, Make course corrections, Ensure attainment of project goals
Full Job 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 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 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 and 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
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