Director, Defined Contribution Senior Consultant, Fidelity Workplace Consulting

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

Do you excel at helping clients solve challenging issues? Do you have knowledge of the Defined Contribution Plan benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs.

The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment.

• Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement.

• Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval.

• Ensuring project team members deliver realistic project plans including scope, duration and effort.

• Providing oversight to the program to ensure it is tracking to the strategy, plan and budget.

• Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.

• Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.

• 10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)

• 3 years of business development experience

• 5 years focused on program/project management

• Understanding of Defined Contribution plan benefits and record keeping administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.

• You excel at leading the initial new business development process from prospecting to closure.

• You have strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.

• You have strong problem solving and exceptional program management skills.

• You have an expansive depth and breadth of the Defined Contribution industry.

The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety 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.

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.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.