Fidelity Investments Logo

Fidelity Investments

Director, Defined Contribution Senior Consultant, Fidelity Workplace Consulting

Posted 7 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Westlake, TX
110K-222K Annually
Senior level
In-Office or Remote
Hiring Remotely in Westlake, TX
110K-222K Annually
Senior level
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.
The summary above was generated by AI
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

Similar Jobs

58 Minutes Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
180K-200K Annually
Senior level
180K-200K Annually
Senior level
AdTech • Cloud • Marketing Tech • Productivity • Software • Analytics • Automation
Lead design and implementation of agentic AI workflows and integrations for Acquia DAM. Build, ship, and observe production AI features (auto-tagging, search, governance), set AI engineering standards, evaluate models and tooling, mentor engineers, and represent AI architecture to product and customers.
Top Skills: AWSAzureCi/CdContainerizationCrewaiEmbedding ModelsGCPLangchainLangfuseLanggraphLlamaindexOpencodeOpenspecPydanticPythonRagTemporalVector Databases
An Hour Ago
Remote or Hybrid
USA
45K-122K Annually
Senior level
45K-122K Annually
Senior level
Machine Learning • Payments • Security • Software • Financial Services
The role involves supporting HR Core Apps and Payroll systems, troubleshooting issues, leading application governance, and ensuring system reliability through monitoring and collaboration with various teams.
Top Skills: BigpandaDynatraceETLJclJIRAOracle Identity ManagerServicenowWorkday
2 Hours Ago
Remote or Hybrid
United States
124K-217K Annually
Senior level
124K-217K Annually
Senior level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Design and deploy access controls, authorization policies, and automated lifecycle workflows on the Veza platform. Lead IAM architecture and integrations across cloud and SaaS, implement JML provisioning, govern non-human identities, build API-driven integrations, advise security leaders, and run customer-facing deployments from requirements to production.
Top Skills: AbacAWSAzureGCPGitIga (Identity Governance & Administration)Microsoft 365PythonRbacRest ApisSalesforceServicenowSQLVeza

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account