What are the responsibilities and job description for the Director, Senior Consultant - Benefit Plan Insights & Reporting position at Fidelity Investments?
Job Description
Note: Fidelity will not provide immigration sponsorship for this position.
Do you enjoy partnering with clients to solve complex and meaningful challenges? Are you a benefits industry expert who is passionate about transforming data into actionable insights? Join our Data Consulting team, where you will deliver high‑quality, tailored solutions that help clients optimize the administration of their benefit
The Role
This role operates in a dual capacity, serving both as a Product Lead and a Senior Data Consultant, with a strong emphasis on client engagement, business development, data strategy, and solution development.
In the Senior Data Consultant capacity, you will play a critical role in uncovering client needs, shaping consulting opportunities, and developing tailored data and administration solutions. You will contribute to scope development, pricing, and statements of work, ensuring solutions are aligned to client objectives and Fidelity standards. Collaboration with the Consultant and cross‑functional internal partners is essential to assess complex data requirements and deliver actionable recommendations that deepen client relationships.
You will also be accountable for the end‑to‑end program management of client engagements, ensuring deliverables are executed with excellence in a fast‑paced, deadline‑driven environment. Maintaining strong communication, managing stakeholder expectations, and ensuring high levels of client satisfaction are core to success in this role.
As the Product Lead, you will drive the strategy and evolution of a specialized service focused on custom dashboard reporting and data-driven insights. You will define product requirements, prioritize enhancements, and partner across Fidelity to strengthen client outcomes. You will also support proactive business development by identifying opportunities to expand dashboard usage, enhance the client experience, and communicate the value of data‑centric solutions.
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting.
The base salary range for this position is $110,000-255,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
Certifications
Category:
Consulting
Note: Fidelity will not provide immigration sponsorship for this position.
Do you enjoy partnering with clients to solve complex and meaningful challenges? Are you a benefits industry expert who is passionate about transforming data into actionable insights? Join our Data Consulting team, where you will deliver high‑quality, tailored solutions that help clients optimize the administration of their benefit
The Role
This role operates in a dual capacity, serving both as a Product Lead and a Senior Data Consultant, with a strong emphasis on client engagement, business development, data strategy, and solution development.
In the Senior Data Consultant capacity, you will play a critical role in uncovering client needs, shaping consulting opportunities, and developing tailored data and administration solutions. You will contribute to scope development, pricing, and statements of work, ensuring solutions are aligned to client objectives and Fidelity standards. Collaboration with the Consultant and cross‑functional internal partners is essential to assess complex data requirements and deliver actionable recommendations that deepen client relationships.
You will also be accountable for the end‑to‑end program management of client engagements, ensuring deliverables are executed with excellence in a fast‑paced, deadline‑driven environment. Maintaining strong communication, managing stakeholder expectations, and ensuring high levels of client satisfaction are core to success in this role.
As the Product Lead, you will drive the strategy and evolution of a specialized service focused on custom dashboard reporting and data-driven insights. You will define product requirements, prioritize enhancements, and partner across Fidelity to strengthen client outcomes. You will also support proactive business development by identifying opportunities to expand dashboard usage, enhance the client experience, and communicate the value of data‑centric solutions.
- Deepening client relationships by consistently delivering high‑quality solutions and an exceptional client experience.
- Leading the dashboard reporting, analytics, and insights offering—shaping the product vision, prioritizing enhancements, and ensuring clients gain actionable, meaningful insights.
- Creating and delivering compelling proposals that clearly articulate value, differentiation, and support successful contract approval.
- Ensuring project teams develop realistic, well‑structured project plans, including clear scope, timelines, and effort estimates.
- Providing consistent program oversight, ensuring alignment with strategy, milestones, and budget expectations.
- Identifying risks early and guiding teams toward effective, pragmatic resolutions.
- Applying deep understanding of client needs, administrative processes, system design, and data usage to develop tailored solutions that drive strong client outcomes.
- 10 years of experience in benefits consulting, client management, or benefits administration within corporate benefits, outsourcing, or consulting environments.
- 3 years of program or project management experience, leading complex, multi‑stakeholder initiatives with structure, discipline, and execution.
- 3 years of business development experience, with a demonstrated ability to lead the full lifecycle from prospecting through contract execution.
- Broad understanding of benefit plan administration, data flows, and recordkeeping processes; familiarity with Defined Contribution, Defined Benefit, Stock Plan Services, HSAs, Health & Welfare, and payroll/HRIS systems is preferred.
- Ability to operate as a consultative partner, applying structured analysis and providing clear, actionable recommendations to guide client decision‑making.
- Experience serving as a product lead, including defining requirements, aligning stakeholders, and partnering with technical teams to deliver reporting and analytics solutions.
- Strong relationship management skills, with the ability to influence, negotiate, and build trusted partnerships with clients and internal teams.
- Exceptional analytical and problem‑solving skills, with the ability to simplify complexity and deliver meaningful insights and recommendations.
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting.
The base salary range for this position is $110,000-255,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
Certifications
Category:
Consulting
Salary : $110,000 - $255,000