Fidelity Bank · 8 hours ago
NQ Service Delivery Manager
Westlake, TX
Full-time
Hybrid
Mid Level
3+ years expFidelity Bank is a leader in Workplace Investing Defined Contributions Client Services, and they are seeking an NQ Service Delivery Manager. This role involves providing expertise in nonqualified plan set-up and managing client interactions to enhance the overall experience for plan sponsors and participants.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Operates as the subject matter expert for NQ plan set-up, consultation on best practices and preferred solutions
Interacting directly with the plan sponsor
Growing your network by working with business partners from a wide array of internal groups
Providing operational subject matter expertise
Managing annual enrollment events
Delivering positive outcomes
Improve the plan sponsor and participant experience
Provide technical expertise and support to clients and internal business partners on NQ plan operational processes and complex issues
Manage and ensure accuracy of the NQ Online Enrollment Windows
Performing distribution election error reviews to mitigate risk
Influence clients to embrace preferred solutions
Support key initiatives that drive process improvements
Facilitate the process to address NQ 409(A) violations according to IRS guidelines
Qualification
Required
3+ years of related experience working with retirement plans and interacting with Plan Sponsors
Bachelor's Degree or equivalent work experience
Strong interpersonal and client communication skills
Ability to convey complex technical information in an accessible manner
Organizational skills and meticulous attention to detail
Problem-solving skills, logical reasoning, and analytical thinking
Service mindset focused on customer needs
Flexibility in adapting to varying workloads
Sound judgment and capacity to influence strategies with clients
Time and project management skills
Ability to influence clients to embrace preferred solutions
Supporting key initiatives that drive process improvements
Facilitating the process to address NQ 409(A) violations according to IRS guidelines
Preferred
Experience with Nonqualified Plans
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