Fidelity Bank · 1 month ago
Data Consultant, Defined Benefit Project Manager
Covington, KY
Full-time
Hybrid
Senior Level
$89K/yr - $180K/yr
5+ years expFidelity Bank is seeking an ambitious Data Consultant to join their Fidelity Workplace Consulting Group. The role involves providing high-quality data quality solutions for clients' benefit programs, leading project delivery, and fostering collaboration among internal and external partners.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects
Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes
Supporting internal partners to build and develop coordinated processes that meet margin goals
Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll
Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects & budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project
Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners
Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected
Building and maintaining successful relationships with clients, vendors, internal partners
Balancing constant communication while delivering on responsibilities
Qualification
Required
Bachelor's degree or equivalent experience (required)
A deep understanding of Defined Benefit plans
5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions
Capable of working with large data sets, thinking analytically, and report out status and/or story
Outstanding project management skills
Proven ability to manage various sized, client-facing program/project teams to successful completion
Strong ability to navigate and manage client and/or vendor relationships
Heavy collaboration and storytelling skills, conveying confidence in your team's end goal
Ownership of outcomes and clear communication of the status and results
Preferred
MBA (a plus)
Defined Benefit implementation experience is strongly preferred
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase