Manager/Senior Manager, Beneficiary Qualification

Job Description:

The Role

If you are looking for a role that spans across many parts of the organization and gives you the opportunity to interact with many parties, this may be the role for you! Qualification Services is an Integrated Operations team looking to add a dynamic leader who can lead geographically dispersed professionals supporting clients & customers thru a difficult life event. The right candidate will work with their direct team, other Operations Functions, Client & Relationship Management, Legal, Risk & Compliance as well as the External Client and their contacts.

The Senior Manager, Qualification Services will report to the VP of WI Qualification Services, one of six divisions within this organization. The Senior Manager will be a member of the WI Qualification Services leadership team and will support 15-18 associates in the US. This function spans across our DB, DC, TEM & HW clients. Responsibilities primarily include ensuring timely execution of team deliverables and meeting SLA s as well as continuing to focus on process improvements

• People management/leadership skills

• Operations Experience preferred, although not required

• Bachelor s degree, MBA preferred.

• Knowledge of legal and regulatory topics related to benefits administration is preferred.

• Knowledge of the benefit & retirement administration business (DC, DB, TEM & HW)

• You have Proven Leadership experience - consistently demonstrates ability to coach, manage & lead diverse teams

• You have Operations Management experience - manages multiple products, service offerings, processes, KPIs and group level budget within established parameters to ensure customer/client satisfaction and the achievement of operational performance targets.

• You have problem resolution experience - identifies and proactively addresses problems and potential risks as well as implementing timely solutions.

• You have strong understanding of the application of quality/process improvement methodologies to ensure continuous improvement and consistent service delivery.

• You have Strong written and verbal communication skills

• Help create culture of learning, empowerment, and transparency.

• You will inspire and motivate your team to achieve their maximum potential

• You can prioritize time-sensitive work and multiple demands to ensure Client Expectations are met

• You can work well under pressure and communicate the sensitivity and urgency of responses.

• You are comfortable presenting to clients & business partners

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to