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Fidelity Investments

Manager/ Senior Manager, Defined Benefit Operations

latonia, KY

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Job description

Manager, Defined Benefit Operations

The Manager, Defined Benefit Operations leads a team of 10–15 Defined Benefit Specialists and is accountable for the quality, accuracy, and productivity of the team's work. This leader plays a key role in WI Client & Participant Services, fostering a high-performance culture and ensuring exceptional client satisfaction. You will manage daily operations for a complex Defined Benefits team (Calculations and/or Employee Resolution), providing strong oversight, process discipline, and partnership with offshore support. Major responsibilities include:

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 adherence to legal and compliance requirements.

Oversee capacity planning, resource allocation, budgeting, and succession planning to ensure operational stability.

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.

The Expertise and Skills You Bring

BS/BA preferred; MBA a plus

5+ years of benefits outsourcing plan administration experience

Proven leadership record with strong communication skills

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

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Worksite address

latonia, KY, 41015, US

Who can apply

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