Director, Defined Contribution Senior Consultant

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

Do you thrive on helping clients solve complex business challenges? Do you bring deep expertise in the Defined Contribution retirement industry and enjoy partnering with clients to develop innovative solutions? As a member of our Data Consulting team, you will play a critical role in delivering high-quality, comprehensive, and cost-effective solutions that help clients optimize and customize their benefit programs.

The Role

As a Senior Data Consultant, you will be responsible for driving business development efforts and overseeing the successful delivery of data consulting services for clients. You will serve as a trusted advisor, collaborating directly with clients, consultants, and internal Fidelity associates to understand business requirements, identify data and administration needs, and develop customized solutions.

In this role, you will lead client engagements from strategy through execution, ensuring projects are managed effectively, delivered on time, and aligned with client objectives. Success requires strong leadership, program management expertise, and the ability to thrive in a fast-paced, deadline-driven environment.

• Build, manage, and expand client relationships by consistently delivering exceptional service and measurable value.

• Lead the development and presentation of strategic, value-added proposals that address client needs and drive business growth.

• Guide project teams in developing realistic plans, including scope, timelines, resource requirements, and deliverables.

• Provide program oversight to ensure initiatives remain aligned with agreed-upon strategy, budget, and objectives.

• Proactively identify risks and challenges, developing practical solutions to keep projects on track.

• Gather, analyze, and apply client-specific benefit plan knowledge, including administrative processes, system configurations, data structures, and operational requirements.

• Partner across client and internal teams to deliver innovative, scalable solutions that improve outcomes and enhance the client experience.

The Expertise We're Looking For

• 12 plus years of experience in Defined Contribution consulting, client management, or benefits administration leadership within a corporate benefits organization, outsourcing provider, or consulting firm.

• 3 plus years of business development experience, including identifying opportunities, developing proposals, and closing new business.

• 4 plus years of program or project management experience in a client-facing environment.

• Strong knowledge of Defined Contribution plans and recordkeeping administration is required.

• Experience with Defined Benefit plans, Stock Plans, Health Savings Accounts (HSAs), Health and Welfare administration, payroll systems, or HRIS platforms is a plus.

• Proven ability to lead the full business development lifecycle, from prospecting and solution design through contract execution.

• Exceptional relationship management skills, with the ability to influence, negotiate, and build trust with clients and partners.

• Strong analytical, problem-solving, and strategic thinking capabilities.

• Demonstrated expertise in program and project management, including managing multiple priorities and stakeholders.

• Deep knowledge of the Defined Contribution marketplace, industry trends, and operational practices.

The Team

The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.

In this role, you'll combine industry expertise, consultative leadership, and data-driven problem solving to help clients navigate complex benefits administration challenges while strengthening long-term relationships and driving business growth.

Fidelity’s Onsite Working Model
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.

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.

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