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Data Consultant, Defined Benefit Project Manager - Fidelity Workplace Consulting
Data Consultant, Defined Benefit Project Manager - Fidelity Workplace Consulting-April 2024
Boston
Apr 28, 2025
About Data Consultant, Defined Benefit Project Manager - Fidelity Workplace Consulting

  Job Description:

  Role

  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 Expertise and Skills You Have

  Bachelor's degree minimum, MBA degree a plus5-8 years in project management, consulting, total benefits outsourcing administration and/or new business implementationDefined Benefit implementation experience strongly preferredYou understand defined benefit plansYou have demonstrated experience in recommending administrative, benefits process and/or designs that align to outsourcing product/services solutionsYou have exceptional project management skillsYou have a proven ability to manage a variety of sized, client facing program/project teams to successful completionYou excel at navigating and managing client and/or vendor relationships successfully.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 projectIdentifying, validating, and recommending changes to process designs (client, vendor, internal) that improve data quality current state and ongoing maintenanceWorking 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 expectedBuilding and maintaining successful relationships with clients, vendors, internal partners.

  The Team

  The Fidelity Workplace Consulting Group is composed of over 300 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.

  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 Best Place to Work in 2023. 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.

  At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

  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, or by calling 800-835-5099, prompt 2, option 3.

  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 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.

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