Project Manager supporting clients in integrating automated data exchange solutions. Collaborating with stakeholders and ensuring quality delivery throughout the project lifecycle.
SF
Hybrid 401K Compliance Project Manager
Posted 5 months ago
About the role
- Project Manager for Fidelity’s 401(k) compliance services overseeing nondiscrimination testing and regulatory updates. Collaborating with clients and business units for plan administration and modernization efforts.
Responsibilities
- Build and maintain tools for Fidelity’s 401(k) compliance services
- Coordinate with clients to support them in annual 401(k) plan administration
- Document, prioritize, and test stories for agile development
- Setup functional and regression testing, communicate results of system installs
- Coordinate monthly reconciliation, set-up, launching and monitoring of reporting campaigns
- Sprint and Quarterly development planning, communication with business leadership
- Ongoing monitoring and communication of status, mitigate risk with incident management
- Partner across various business units on modernization efforts in Communications, Process, and Technology
Requirements
- 401(k) Nondiscrimination testing (NDT), Form 5500, or annual reporting expertise required
- Bachelor’s Degree or equivalent experience
- Experience working with program and project management
- Experience with technology development lifecycles (Waterfall, Agile, Scrum)
- Risk mitigation and analytical skills
- Current ASPPA designation preferred
- Experience with compiling and analyzing data preferred (examples: Excel, Power BI, SQL, Tableau)
- Knowledge of NDT, Form 5500, annual audit, and 401(k) plan design
- Ability to understand and apply regulatory updates such as SECURE Act to systems and procedures
- Ability to develop business requirements for annual updates to NDT, Form 5500, and annual reporting systems
- Experience with test case design and execution a plus
- Lead projects and coordinate project contributors
- Highly organized, detail oriented with outstanding follow-through
Benefits
- Not providing immigration sponsorship for this position
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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