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The Implementation Project Manager is responsible for the managing a diverse project team to effect the establishment of new stock compensation plans in Fidelity and the transition of client accounts and holdings onto the Fidelity platform.
The Expertise We're Looking For
Bachelors Degree Required
Minimum 3-5 years of experience in project management, preferably with equity compensation
C ompletion of Stock Compensation Course work preferred
The Purpose of Your Role
The Implementation Project Manager is the primary point of contact for the Plan Sponsor during the onboarding process and is responsible for managing a dedicated project team (Operations Consultant, Communications Consultant, Data Conversion Manager) to complete the successful transition of the Plan Sponsor and their participant accounts to Fidelity Investments. The Project Manager will provide a consultative approach to align the Plan Sponsors needs with Fidelity's offering and use an array of Project Management tools to advance the onboarding process and prepare the Plan Sponsor and Fidelity for an effective transition.
The Skills You Bring
You should have strong organizational and project management skills and the ability to work well with various company groups.
You need to be able to identify required resources and coordinate project schedules for multiple projects ensuring alignment of project team member skill sets with assigned tasks.
You should be able to collaborate and influence outcomes in a large matrix-managed environment, and across multiple and diverse groups
You should be able to provide direction to your team to ensure development and completion of all critical project/program documents according to defined processes
You should be able to identify potential project risks and effectively communicate and escalate to the project team and stakeholders as appropriate.
The Value You Deliver
Developing and monitoring detailed project plans for each project which provide clarity and identify step-by-step processes to facilitate the establishment of the Plan Sponsor in Fidelity
Demonstrating a thorough understanding of the business requirements and client needs to effect a successful transition
Providing the client, and Fidelity's senior team and other internal business partners with clear concise statuses of the overall project on a regular basis
Understanding the market place and the possible impacts that market changes may have on a client event.
Facilitating regular project team meetings to ensure that all aspects of the project are moving toward completion in a timely manner and being able to address and / or escalate challenges when the situations arise.
How Your Work Impacts the Organization
The Implementation Project Manager position has been established to manage conversions of stock compensation plans. The Implementation Team brings together significant cross-functional resources to implement new plans for corporate clients and their participants, whether transitioning plans from in-house or one of our competitors, or simply adding a new plan within Stock Plan Services (SPS). Our mission is to deliver value through timely, accurate and consultative implementation services that exceed client expectations.Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.