Manager/Senior Manager, Defined Benefit Operations

Fidelity Investments

Manager 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.

Posted 6/30/2026full-timeMerrimack • New Hampshire, Rhode Island • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing Defined Benefit teams, focusing on operational efficiency, compliance, and performance improvement. Proven ability to lead organizational change and foster a customer-focused culture while mentoring team members for growth.

Highest-signal resume keywords

Team ManagementOperational Process ImprovementBenefits Outsourcing Plan AdministrationAnalytical Problem-SolvingCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Benefits OutsourcingProcess ManagementRoot-Cause AnalysisOperational Risk ManagementCapacity PlanningResource AllocationBudgetingSuccession PlanningTransaction Processing SystemsParticipant Databases

Soft Skills

CoachingMentoringCommunicationInitiativeCustomer Focus

Tools & Technologies

Microsoft Office

Industry Keywords

Defined BenefitsFinancial ServicesFortune 1000 ClientsComplianceQuality Initiatives

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