The Nonqualified (NQ) Service Delivery Manager operates as the subject matter expert for NQ plan set-up, consultation on best practices and preferred solutions. In addition to interacting directly with the plan sponsor, you will be growing your network by working with business partners from a wide array of internal groups. By providing operational subject matter expertise, managing annual enrollment events, and delivering positive outcomes, you will have the ability to improve the plan sponsor and participant experience.

The Expertise and Skills You Bring

Experience:

• 3+ years of related experience working with retirement plans and interacting with Plan Sponsors.

• Bachelor’s Degree or equivalent work experience

• Experience with Nonqualified Plans preferred.

• Skills required for the role:To excel in this role, strong interpersonal and client communication skills are essential for building relationships with plan sponsors and internal partners. The ability to convey complex technical information in an accessible manner enhances collaboration and understanding. Organizational skills and meticulous attention to detail are crucial for managing multiple tasks and meeting deadlines in a fast-paced environment. Problem-solving skills, logical reasoning, and analytical thinking enable effective solution implementation. A service mindset focused on customer needs, flexibility in adapting to varying workloads, sound judgment, and the capacity to influence strategies with clients further contribute to success in this dynamic role.

In this role you will be asked to provide technical expertise and support to clients and internal business partners on NQ plan operational processes and complex issues. Time and project management skills will be important to manage and ensure accuracy of the NQ Online Enrollment Windows and performing plan reviews to mitigate risk. Additionally, ability to influence clients to embrace preferred solutions, supporting key initiatives that drive process improvements and facilitating the process to address NQ 409(A) violations according to IRS guidelines will be vital to succeeding this this role.

The Team

How does this role fit into the group, business unit, and function within Fidelity? What value does the organization provide as a company? Explain why the group exists and the various stakeholders that your group interacts with internally and externally.