Electrical Service Manager overseeing electrical team across multiple residential brands in Ohio. Focused on recruitment, training, and exceptional service quality.
SF
Hybrid Senior Manager, Annual & Additional Defined Contribution Testing
Posted last month
About the role
- Senior Manager overseeing annual and additional defined contribution testing and regulatory compliance at Fidelity. Supporting clients and internal teams with testing results and employer calculations.
Responsibilities
- Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences.
- Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results
- Leading the testing service team to find solutions when complex issues or errors arise.
- Assist in setting proper expectations for new clients (sales) and plan sponsor contacts
- Building the confidence of clients in Fidelity’s services by offering solutions to test failures
Requirements
- Bachelor’s Degree Required
- 5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing services.
- 4+ years of Defined Contribution nondiscrimination testing experience required
- ASPPA credentials - QKA, QPA preferred
- In-depth nondiscrimination testing experience
- Can review test results and efficiently gain understanding of a plan’s design
- Understanding of the Employee Plans Compliance Resolution System (EPCRS), and how to apply EPCRS rules to plan corrections
- Can discuss and explain complex regulatory topics with any audience, tailoring your delivery to the audience
- Collaborate with Plan Sponsors and internal business partners to build consensus
- Strong organization skills and keep detailed records of your work
- Can manage at-risk client relationships
- Research topics independently and deliver solutions to complex regulatory issues
- Communicate effectively, work well in a team environment, and possess good presentation skills.
- Possess great problem-solving skills including the ability to manage escalated issues.
- Have the ability to negotiate and influence.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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