Senior Implementation Project Manager - Stock Plan Services

Fidelity Investments

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent work experience
  • 3-5 years in equity compensation, financial services, or project management
  • Experience with multi-workstream projects or client transitions
  • Working knowledge of stock plan administration or willingness to learn
  • Strong communication, influence, and organizational skills
  • Ability to lead cross-functional teams effectively
  • Proficient in risk identification and escalation processes

Responsibilities

  • Serve as primary contact for clients during onboarding
  • Coordinate tasks with various internal teams (Operations, Product, Technology, Legal)
  • Manage project documentation for compliance with Fidelity standards
  • Provide status reports to stakeholders on project progress and risks
  • Support a positive onboarding experience for long-term client satisfaction
  • Contribute to knowledge-sharing and process improvements
  • Foster best-practice adoption among the team

Benefits

  • Opportunity for professional development and career growth
  • Collaborative team environment
  • Impact on long-term client relationships
  • Work in a dynamic, fast-paced setting
  • Engagement in process improvement initiatives
Full Job Description
Job Description:

Note: Fidelity is not providing immigration sponsorship for this position.

The Role

The Stock Plan Services team is seeking a Senior Implementation Project Manager to work in a fast-paced client-facing role, leading complex projects on behalf of both new and existing clients! This role is accountable for project execution, cross-functional coordination, risk management, and delivering high-quality onboarding experience for clients and internal partners.
  • Serving as the primary day-to-day contact for clients during onboarding, guiding them through platform transition activities
  • Coordinating tasks across Operations, Product, Technology, Legal, and other internal partners
  • Managing project documentation and ensuring accuracy, compliance, and adherence to Fidelity standards
  • Providing regular status reporting to stakeholders on progress, milestones, issues, and risks
  • Supporting a consistent and positive onboarding experience that establishes a strong foundation for long-term client satisfaction
  • Contributing to team knowledge-sharing, process improvements, and best-practice adoption


The Expertise and Skills You Bring
  • Bachelor's Degree or equivalent years of professional experience
  • 3-5 years of experience in equity compensation, financial services, or project management
  • Experience coordinating multi-workstream projects or client transitions
  • Working knowledge of stock plan administration or a strong desire to develop subject-matter expertise
  • Strong communication, influence, and organizational skills
  • Ability to lead cross-functional project teams through structured plans and delivery commitments
  • Strong capability to identify, document, and escalate risks and obstacles
  • Clear and timely communication skills when facilitating discussions, resolving issues, and aligning partners
  • Ability to build consensus and influence in a matrixed environment
  • Strong attention to detail and a process-oriented approach
  • Ability to thrive in a dynamic, fast-paced environment with shifting priorities


The Team

As part of the Implementation team, you help establish the foundation for each client's long-term relationship with Fidelity. Your leadership supports operational excellence, reduces risk, and enhances the overall client experience across Stock Plan Services.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Client Service

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