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skillventory - A Leading Talent Research Firm

Data Consultant, Stock Plan Project Manager

skillventory - A Leading Talent Research Firm

Stock Plan Data Consultant at Fidelity, specializing in high-quality data solutions for client benefit programs and leading project management efforts. Engaging with clients to enhance data quality and project outcomes.

Posted 6/24/2026full-timeCovington • Colorado, Illinois, Kentucky, New Hampshire, Rhode Island • 🇺🇸 United StatesMid-LevelSenior💰 $89,000 - $180,000 per yearWebsite

About the role

Key responsibilities & impact
  • Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects
  • Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes
  • Opportunities to serve and interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll
  • Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects and budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project
  • Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners
  • Working closely with internal partners to compose/obtain agreement on/develop processes that deliver coordinated results where expected
  • Building and maintaining successful relationships with clients, vendors, and internal partners
  • Balancing constant communication while delivering on responsibilities

Requirements

What you’ll need
  • A bachelor's degree (MBA or equivalent experience preferred)
  • Significant experience in Stock Plan administration
  • 5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation
  • Outstanding project management skills
  • Proven ability to manage various sized, client-facing program/project teams to successful completion
  • Proficiency in an Equity Compensation consulting role, client management, or an administration team manager (corporate benefits, outsourcing, or consulting firm)

Benefits

Comp & perks
  • 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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managementdata quality improvementprocess buildsanalytical outcomesclient managementEquity Compensation consultingbenefits outsourcing administrationnew business implementationStock Plan administration
Soft Skills
leadershipcommunicationrelationship buildingproblem solvingteam coordinationclient interactionbudget managementproactive monitoringadaptability
Certifications
bachelor's degreeMBA