Deployment Analyst, Solutions Office – Workplace Investing
Interested in a role within a dynamic, evolving, and customer focused organization? Join us as we accomplish our vision to drive ease of doing business for the associates and clients we serve.
The Deployment Analyst implements go-to-market deployment strategies for all WI products, services, and initiatives impacting the Relationship Management organization and its clients. While a majority of projects will be focused on Fidelity’s Defined Contribution business, the analyst will also have exposure to a number of Fidelity retirement benefit programs, including Pension, Health Savings Accounts, and Stock Plans.
Primary Responsibilities
Product/Service/Initiative Deployment
- Create and support effective communications internally and externally
- Build, develop, and complete plans to deploy strategic, cross-enterprise product and service initiatives
- Evaluate project impacts to existing RM processes, service models, systems, and tools
- Identify and engage working team members, governance committees, subject matter experts, and other business resources
- Create engagement strategies for both Managing Directors and clients that may include pilot plans, rollout schedules, and rollout wave calendars
- Partner with business units across WI to influence and build customer focused, effective engagement strategies
- Consult on training & communications strategy for the RM organization, including plan sponsor, Advisor/Consultant and participant communications, associate communications, and associate training plans
- Consult on project business cases and requirements
- Perform WI Client Fit Analysis, identify potential variances within the target market segments, plan configuration, and service models
- Provide status updates to executive steering committees, project sponsors and other key partners
Education and Experience
- Bachelor's degree with proven experience in the retirement industry, financial services, defined contribution, and/or benefits administration industry or equivalent experience
- 2+ years of project management and/or management consulting experience a plus
- Effective written communications experience
- New Product/Service experience within Workplace Investing advantageous to the role
- Familiarity with WI Relationship Management and business partners a plus
Skills and Knowledge
- Excellent verbal, written and interpersonal communication skills
- Ability to develop, implement and lead project plans
- Solid understanding of Fidelity business processes and systems
- Ability to partner and establish relationships across multiple functional groups including Sales, Relationship Management, Legal/Compliance, Operations, Marketing, and Product
- Ability to navigate the organization to find information and acquire resources
- Adept at operating in a constantly evolving environment with hard deliverables
- Strong focus on continuous improvement and improving the team environment
- Strong analytical, problem solving, conflict resolution, negotiating, and influencing skills
- Professional demeanor and ability to engage multiple levels of the organization
- Microsoft product suite proficiency
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
Primary Locations: TX – Westlake, RI – Smithfield , NH – Merrimack, BOS – Boston
Schedule: Full-time
Education Level: Bachelor’s degree with 3-5 years of corporate experience
Shift: Day Job
Travel: Less than 10
Company Overview
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.
Information about Fidelity investments
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity TalentSource’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
