Consultant/Project Manager, Stock Plan Services

Job Description:

The Role

Do you excel at helping clients address complicated issues? Do you have knowledge of the Equity Compensation industry? As part of our Consulting team, your work will help provide clients high quality, comprehensive and efficient administrative and data optimization solutions regarding their benefits programs!

The Team

The Senior Data Consultant is responsible for business development and overall delivery of data and administrative optimization services to clients with outsourced benefit programs, including equity compensation plans. In this role you will interact directly with clients on program strategy. Additionally, you will work with the Consultant and the internal Fidelity team, as needed in identifying and reviewing the client's operational optimization and data needs and propose solutions.

The Expertise You Have

• 10 years of demonstrated ability in a Stock Plan employer offered consulting role or an administration team manager (corporate benefits, outsourcing or consulting firm)
• 3 years of experience focused on business development
• 3 years focused on program/project management
• Understanding of equity compensation and stock plan administration.

The Skills You Bring

• Your business development skills; including presentation, communication, influencing and closure
• You have strong relationship and leadership skills including influencing, negotiation, consultative approach
• Your ability to adapt communication and leadership styles to match effort under management
• Your analytical and problem-solving skills are a key strength
• Your expansive depth and breadth of Stock Plan administration knowledge

The Value You Deliver

• Owning the initial new business opportunities process from prospecting to closure.
• Building, managing and growing client relationships by delivering an outstanding level of customer satisfaction with every engagement.
• Provide oversight to ensuring project team members deliver realistic project plans including scope, duration, and effort.
• Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
• Identifying, defining, and applying client specific benefits knowledge inclusive of administrative procedures, systems configuration, and data utilization.

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 top 10 Best Place to Work in 2024. 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.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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, detailed in this document, 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.

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.