Job Description
Fidelity, Workplace Investing receives upward of 4000
projects spanning 900 Clients and its just amazing how all these gets done. Be
a part of the team that enables all of these to smoothly function yet help
being cost effective From the Intake to the execution we develop smart
solutions for us to be competitive in the marketplace as well have the cost
advantage
The
Purpose of This Role
The
Implementations Project Manager is responsible for overall transition from the
point of sale to handoff to ongoing service teams for new clients and existing
clients. This role prioritizes workload of others based on urgency, risk,
importance, and client expectations.
To be successful in this role, good domain knowledge is vital.
Also having superior client facing skills which include listening,
communication, collaboration, adapting, and properly assessing client needs is
highly critical. The implementation project manager extensively connects and
works with Clients, Prior Record Keepers, Advisors and Third Party
Administrators.
The
Value You Deliver
• Manages multiple, projects and project steps
for new and existing clients; oversees these projects as they progress through
internal processes to ensure completion and accuracy for clients. This includes
the completion of specific outputs for the client from participant notices to
forms for set-up. Additionally sending information to internal partners in
order for them to complete their tasks
• Organizes the activities of a team assigned
to the project through specific sections of an Implementation timeframe
• Responsible for overall transition from the
point of sale to handoff to ongoing service teams for new clients and or
responsible for servicing existing clients
• Prioritizes workload of others based on
urgency, risk, importance, and client expectations.
• Provides Subject Matter Expertise and is
accountable for the timely delivery of high impact project milestones in order
to create a seamless and successful transition to the ongoing support teams
• Assists with prioritizing workload of others
based on urgency, risk, importance, and client expectations
The
Skills that are Key to this role
• Must have solid expertise and proficiency in
Defined Contribution (401K) rules, regulations, products and services
• Extensive understating of Project Management
fundamentals
• Strategic Thinking, Excellent Analytical,
troubleshooting and problem solving skills
• Excellent communication and presentation
skills
• Broad knowledge of client services and
business functions
• Effective stakeholder management and ability
to work collaboratively with other functional groups
• Understands business challenges and
translates them to business solutions
• Flexible to prioritize and deliver on
multiple business priorities simultaneously
• Superior client facing capabilities to areas
such as consulting with the client, appropriate assessment of client needs, understanding
client needs, and application within the Volume Submitter framework.
Behavior
Skills
• Ability to elicit requirements
• Defined Contributions domain knowledge
• Excellent communication and interpersonal
skills
• Ability to work in a self-regulated
environment
• Ability to plan, prioritize and take the
deliverable to completion
• Motivated to learn new tools and techniques
for betterment of the overall process
• Having the zeal to look beyond the day to day
process, add value to the customers and the client
• Willing to work in shifts (Night Shift)
The
Skills that are Good To Have for this role
• Working knowledge of systems WPDT, XTRAC,
FPRS, AAROW, Salesforce, PSW etc.
• RPF1 & RPF2 certified is a plus
How
Your Work Impacts the Organization
Since this position requires daily contact with numerous
Fidelity and/ or external groups. The
Project Manager has to coordinate a wide variety of responsibilities among
associates to ensure accurate and timely completion of tasks. Delivering an
optimized estimate leads to increased revenue and client satisfaction.
The
Expertise We re Looking For
• Experience in business analysis / Project
management type roles
• Good grasp on Fidelity s business
• Ability to look beyond the day to day
process. Should have a zeal to add value to the organization
• Strong communication, negotiation, and
influencing skills
Required Candidate profile
*
Fidelity Investments is one
of the world's largest providers of financial services. Headquartered in
Boston, US, Fidelity's goal is to make financial expertise broadly accessible
and effective in helping people live the lives they want. Privately held for nearly
70 years, Fidelity employs 45, 000 associates who are focused on the long-term
success of our customers. FMR (Fidelity Management & Research) India is the
Global Inhouse Center of Fidelity Investments. Headquartered at Bangalore,
where operations commenced in 2003, FMR India has another fully-functional unit
at Chennai. To know more visit : FMR India
Location
:
Bangalore - EGL
Shift
timings: 5:30 PM 2:30 AM IST