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Manager/Senior Manager, Defined Benefit Operations
Fidelity InvestmentsManager of Defined Benefit Operations at Fidelity, overseeing a team of specialists for quality control and client satisfaction. Key responsibilities include operational management and team development.
About the role
Key responsibilities & impact- Manage a team of 10–15 Defined Benefit Specialists and ensure quality, accuracy, and productivity
- Communicate organizational goals, values, and expectations clearly across the team
- Coach, mentor, and develop team members to support performance, growth, and career development
- Monitor team metrics, addressing performance gaps and driving continuous improvement
- Improve operational processes to increase efficiency and reduce cost per participant
- Manage operational risk by exercising sound judgment and ensuring legal and compliance adherence
- Oversee capacity planning, resource allocation, budgeting, and succession planning
- Collaborate across Defined Benefits business partners to pursue cohesive business goals
- Drive a customer‑focused culture and support quality initiatives
- Anticipate and lead organizational and operational change using data and business insight
Requirements
What you’ll need- BS/BA preferred; MBA a plus
- 5+ years of benefits outsourcing plan administration experience
- Strong operations background, especially in process management and improvement
- Experience in financial services and/or DB outsourcing, ideally with Fortune 1000 clients
- Strong analytical and problem‑solving skills, including root‑cause analysis
- Demonstrated initiative in solving operational challenges and implementing improvements
- Ability to lead teams through change and work cross‑functionally
- Knowledge of transaction processing systems and participant databases
- Proficiency in Microsoft Office
Benefits
Comp & perks- Health insurance
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Benefits OutsourcingProcess ManagementRoot-Cause AnalysisOperational Risk ManagementCapacity PlanningResource AllocationBudgetingSuccession PlanningTransaction Processing SystemsParticipant Databases
Soft Skills
CoachingMentoringCommunicationInitiativeCustomer Focus