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NQ Service Delivery Manager
Fidelity Investments. Operate as the subject matter expert for Nonqualified (NQ) plan setup .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Nonqualified Plan setup and management, with a strong focus on client communication and operational excellence. Proven ability to enhance client experiences and support business growth through effective relationship-building and problem-solving skills.
Highest-signal resume keywords
Nonqualified Plan ExpertiseClient Communication SkillsOrganizational SkillsProblem-Solving SkillsBachelor's Degree
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan ManagementRecordkeepingAnalytical ThinkingOperational ExpertiseClient Retention Strategies
Soft Skills
Interpersonal SkillsAttention to DetailService MindsetFlexibilitySound Judgment
Industry Keywords
Plan SponsorsWorkplace InvestingDefined ContributionsClient AcquisitionCustomer Service
About the role
Key responsibilities & impact- Operate as the subject matter expert for Nonqualified (NQ) plan setup
- Consult on best practices and preferred solutions
- Interact directly with plan sponsors
- Build a network by working with business partners across internal groups
- Provide operational subject matter expertise
- Manage annual enrollment events
- Deliver positive outcomes that improve the plan sponsor and participant experience
- Contribute to high-quality recordkeeping and customer service within Workplace Investing Defined Contributions Client Services
- Support client acquisition, client retention, and revenue opportunities through quality customer interactions
Requirements
What you’ll need- 3 plus years of related experience working with retirement plans and interacting with Plan Sponsors
- Bachelor’s Degree or equivalent work experience
- Experience with Nonqualified Plans preferred
- Strong interpersonal and client communication skills
- Ability to convey complex technical information in an accessible manner
- Organizational skills and meticulous attention to detail
- Problem-solving skills, logical reasoning, and analytical thinking
- Service mindset focused on customer needs
- Flexibility in adapting to varying workloads
- Sound judgment
- Capacity to influence strategies with clients
- Fidelity will not provide immigration sponsorship for this position
- Candidates may be restricted from hiring or association based on certain Criminal Histories under applicable laws and regulations
Benefits
Comp & perks- Full-time work-from-home/remote arrangement for this posting
- Fidelity’s remote-role exemption from the phased full-time onsite transition