Director, Defined Contribution Senior Consultant, Fidelity Workplace Consulting

Posted 2 Days Ago
Be an Early Applicant
7 Locations
In-Office or Remote
110K-222K Annually
Senior level
Fintech
The Role
Lead business development and service delivery of data consulting for Defined Contribution plans. Manage client relationships, deliver proposals to contract sign-off, oversee project plans, budgets and risks, and define/apply client-specific plan administration, systems configuration and data solutions.
Summary Generated by Built In
Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

Do you excel at helping clients solve challenging issues? Do you have knowledge of the Defined Contribution Plan benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs.

The Role

The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment.

  • Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement.

  • Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval.

  • Ensuring project team members deliver realistic project plans including scope, duration and effort.

  • Providing oversight to the program to ensure it is tracking to the strategy, plan and budget.

  • Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.

  • Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.

The Expertise and Skills You Bring
  • 10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)

  • 3 years of business development experience

  • 5 years focused on program/project management

  • Understanding of Defined Contribution plan benefits and record keeping administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.

  • You excel at leading the initial new business development process from prospecting to closure.

  • You have strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.

  • You have strong problem solving and exceptional program management skills.

  • You have an expansive depth and breadth of the Defined Contribution industry.

The Team

The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.

The base salary range for this position is $110,000-$222,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:Consulting

Skills Required

  • 10 years of experience in Defined Contribution benefit consulting, client management, or administration team manager role
  • 3 years of business development experience
  • 5 years focused on program/project management
  • Understanding of Defined Contribution plan benefits and record keeping administration
  • Experience with Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems
  • Proven ability to lead new business development from prospecting to closure
  • Strong relationship management skills including influencing, negotiation, and consultative approach
  • Strong problem solving and exceptional program management skills

Fidelity Investments Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.

  • Strong & Reliable Incentives Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
  • Retirement Support A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
  • Parental & Family Support Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.

Fidelity Investments Insights

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

What We Do

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

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