Implementation Project Manager

Fidelity

$75K — $95K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Knowledge of HR business functions and technical environments.
  • Experience engaging with clients, internal teams, and third-party vendors.
  • Ability to create and monitor project plans, ensuring timely deliverables.
  • Familiar with Fidelity's product lines and services.
  • Bachelor’s degree is required; relevant work experience considered.

Responsibilities

  • Lead client implementations for emerging products like SDEC, HSA, WG, and SSO.
  • Serve as the primary point of contact for all project-related interactions.
  • Collaborate with cross-functional teams to refine processes and innovate service offerings.
  • Develop and communicate project plans and timelines to clients.
  • Ensure scalable onboarding of clients while maintaining high customer service standards.

Benefits

  • Collaborative team environment focusing on innovative benefit solutions.
  • Engagement with cross-company teams enhancing professional development.
  • Exposure to high-impact projects in a growing market sector.
Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Implementation Project Manager (PM) for Emerging Products at Fidelity will act as the primary interface between the client and all internal groups related implementations and new service additions. The PM is ultimately accountable for leading multiple client implementations for projects including, but not limited to, Student Loan Employer Contributions (SDEC), Health Savings Account (HSA), Workplace Giving (WG) and Single Sign-on (SSO).

The Expertise and Skills You Bring

    • Knowledge of HR business functions, applications, and technical environment.
    • Client facing experience with end users, internal teams, external clients as well as 3rd parties vendors as central point of contact for all project related results.
    • Experience Creating project plans and monitoring progress against plan, including communicating deliverable, timelines, best-practice data, and process solutions to clients.
    • Familiarity with WI Products and Services across all product lines.
    • Related work experience, undergraduate and/or graduate degree(s). A Bachelor’s degree is required.
    • Strong team building skills.
    • Highly organized and able to prioritize and multi-task in a fast-paced environment.
    • Excellent communication, interpersonal and presentation skills.
    • Strong analytical and problem-solving skills.
    • Excellent judgment and project management skills.
    • Results/willing to take action and have attention to detail.
    • Strong facilitation, influencing skills and negotiating skills.
    • Proven ability to promote and position products effectively with client.
    • Leads cross-company teams to achieve common goals.

The Team

The Fidelity Emerging Products Implementation team is responsible for implementing exciting new benefit opportunities to Fidelity clients. Healthcare Savings and Student Debt are significant challenges for all Americans. These, and other emerging products are expected to grow quickly in the coming years. It’s critical that we create a scalable implementation model to onboard clients quickly, without sacrificing customer service. To that end, we collaborate with cross-functional partners to develop new service offerings, refine process and procedures, and drive new innovation to ensure Fidelity’s leadership position in the market. Key stakeholders include Product Development, Personal Investing, Operations, Health & Welfare, Legal, Risk, Compliance, and of course, our new and existing clients.

Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.


Certifications:

Category:

Client Service

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