Fidelity Investments · 3 hours ago
Senior Implementation Project Manager - Stock Plan Services
Fidelity Investments is seeking a Senior Implementation Project Manager for their Stock Plan Services team to lead complex projects for clients. This role involves managing project execution, coordinating cross-functional teams, and ensuring a high-quality onboarding experience for clients and internal partners.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Serving as the primary day-to-day contact for clients during onboarding, guiding them through platform transition activities
Coordinating tasks across Operations, Product, Technology, Legal, and other internal partners
Managing project documentation and ensuring accuracy, compliance, and adherence to Fidelity standards
Providing regular status reporting to stakeholders on progress, milestones, issues, and risks
Supporting a consistent and positive onboarding experience that establishes a strong foundation for long-term client satisfaction
Contributing to team knowledge-sharing, process improvements, and best-practice adoption
Qualification
Required
Bachelor's Degree or equivalent years of professional experience
3–5 years of experience in equity compensation, financial services, or project management
Experience coordinating multi-workstream projects or client transitions
Working knowledge of stock plan administration or a strong desire to develop subject-matter expertise
Strong communication, influence, and organizational skills
Ability to lead cross-functional project teams through structured plans and delivery commitments
Strong capability to identify, document, and escalate risks and obstacles
Clear and timely communication skills when facilitating discussions, resolving issues, and aligning partners
Ability to build consensus and influence in a matrixed environment
Strong attention to detail and a process-oriented approach
Ability to thrive in a dynamic, fast-paced environment with shifting priorities
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 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.
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
Recent News
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