About the role

  • Director of Plan Consulting position at Fidelity focusing on IRS Pre-Approved Document creation and compliance for 401(k)/403(b) plans. Leading cross-functional teams and enhancing customer experience.

Responsibilities

  • Oversee Plan Consultants who support document and ERISA compliance for 401(k)/403(b) plans.
  • Lead, manage and collaborate with cross-functional teams, business partners and stakeholder management for The Plan Consulting process.
  • Draft key objectives, strategies and apply the data to make business decisions.
  • Accountable for the Plan Consulting process, delivering in the service model and communicating the service needs with business partners.
  • Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with the Plan Consulting strategy.

Requirements

  • Bachelor’s degree (required).
  • Management experience (multi-site teams preferred).
  • Agile methodology experience (preferred).
  • ASPPA designation (preferred).
  • Proven success in process improvement and escalation resolution.
  • Strong communication and presentation skills.
  • KPI management and risk mitigation.

Benefits

  • Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.
  • Reasonable accommodation for applicants with disabilities

Job title

Director, Consulting

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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