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Fidelity Bank · 1 month ago

401k Implementation Project Manager

Covington, KY

Full-time

Hybrid

Senior Level

5+ years exp

Fidelity Bank is a leading financial institution, and they are seeking a 401k Implementation Project Manager to lead project teams in converting and managing defined contribution plans for clients. The role involves coordinating efforts with both internal business partners and external resources, ensuring project timelines are met, and maintaining compliance with relevant regulations.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Lead project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients

Identify and lead quality improvement initiatives and other special projects for the team

Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate

Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted

Monitoring and reporting on project status

Consulting with clients to understand their needs

Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation

Coaching and mentoring others to draw out their skills and expertise

Qualification

Client managementDefined contribution knowledgeProject managementFinancial services knowledgeERISA regulations knowledgeAnalytical skillsCoachingCommunication skillsMentoring

Required

Bachelor's Degree

5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management

Confidently lead by influence and use strong communication and interpersonal skills to work across organizations

Analytical, organized, and have strong multi-tasking skills

Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities