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Defined Benefit Senior Data Consultant

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Fidelity Investments

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Location:
United States , Greenwood Village, CO ▼

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Category:
Consulting

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Contract Type:
Not provided

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Salary:

110000.00 - 222000.00 USD / Year
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Job Description:

The Senior Data Consultant is responsible for business development and overall service delivery of data consulting services to the client. In this role, you will interact directly with clients as well as participate in project status meetings with the Consultant. Additionally, you will work with the Consultant and the internal Fidelity team, as needed, on identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. You will be accountable for program management of the client assignment working in a deadline-oriented environment.

Job Responsibility:

  • Business development and overall service delivery of data consulting services to the client
  • Interact directly with clients as well as participate in project status meetings with the Consultant
  • Work with the Consultant and the internal Fidelity team on identifying and reviewing the client's data and custom administration needs and propose solutions
  • Accountable for program management of the client assignment
  • Building, managing, and growing client relationships by delivering an outstanding level of customer satisfaction
  • Owning the creation and delivery of benefit adding proposals, up to and including client contract sign-off and approval
  • Ensuring project team members deliver realistic project plans including scope, duration, and effort
  • Providing oversight to the program to ensure it is aligned to the strategy, plan, and budget
  • Identifying risk areas and lead team to appropriate solutions when obstacles are encountered
  • Identifying, defining, acquiring, digesting, and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization
  • Leading the initial new business development process from prospecting to final project completion

Requirements:

  • 10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
  • 3 years+ of business development experience
  • 3 years+ focused on program/project management
  • Implementation experience preferred
  • Understanding of Defined Benefit plans and administration is required
  • Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
  • Positive relationship leadership skills including relationship building, influencing, and a consultative approach
  • Strong problem solving and outstanding program management skills
  • Expansive depth and breadth of the Defined Benefit industry

Nice to have:

  • Implementation experience
  • Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience
What we offer:
  • 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

Additional Information:

Job Posted:
April 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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