NQ Service Delivery Manager

Posted 5 days ago

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as the subject matter expert for the setup of Nonqualified (NQ) plans.

• Provide consultation on best practices and preferred solutions.

• Engage directly with plan sponsors.

• Establish a network by collaborating with business partners across various internal teams.

• Offer operational subject matter expertise.

• Oversee annual enrollment events.

• Achieve positive outcomes that enhance the experience for both plan sponsors and participants.

• Contribute to high-quality recordkeeping and customer service within Workplace Investing Defined Contributions Client Services.

• Assist in client acquisition, retention, and revenue generation through high-quality customer interactions.


⛳️ Requirements

• A minimum of 3 years of relevant experience working with retirement plans and engaging with Plan Sponsors.

• Bachelor’s Degree or equivalent professional experience.

• Experience with Nonqualified Plans is preferred.

• Excellent interpersonal and client communication abilities.

• Capability to present complex technical information in a clear and understandable manner.

• Strong organizational skills and exceptional attention to detail.

• Proficient problem-solving skills, logical reasoning, and analytical capabilities.

• A service-oriented mindset focused on customer needs.

• Adaptability to varying workloads.

• Good judgment.

• Ability to influence client strategies.

• Note: Fidelity will not provide immigration sponsorship for this position.

• Candidates may face restrictions on hiring or association based on specific criminal histories as per applicable laws and regulations.


🏝️ Benefits

• Full-time work-from-home/remote option available for this position.

• Fidelity’s remote-role exemption from the phased full-time onsite transition.

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