Fidelity Investments · 4 hours ago
NQ Service Delivery Manager
Roanoke, TX
Full-time
Hybrid
Mid Level
3+ years expFidelity Investments is a leader in workplace investing and client services, seeking a Nonqualified Service Delivery Manager. This role involves providing subject matter expertise on NQ plan set-up, managing annual enrollment events, and ensuring positive outcomes for plan sponsors and participants.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Operate as the subject matter expert for NQ plan set-up, consultation on best practices and preferred solutions
Interact directly with the plan sponsor and grow your network by working with business partners from internal groups
Provide operational subject matter expertise and manage annual enrollment events
Deliver positive outcomes to 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 and perform distribution election error reviews to mitigate risk
Influence clients to embrace preferred solutions and 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
Preferred
Experience with Nonqualified Plans
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase