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Fidelity International

Investment management and retirement solutions provider

Migration Executive Team

Project ManagementPosted on Nov 13
Full-timeBengaluru, Karnataka, IndiaNo salary listed

About the Job

Requirements

  • Pension industry experience in defined contributions or final salary operations, administration, and implementation.
  • Client-facing experience using all communication methods.
  • Good knowledge of the retirement market.
  • High-level Microsoft Excel skills.
  • Accuracy and attention to detail.
  • Ability to take responsibility and manage new projects.
  • Proactive internal problem resolution.
  • Good written and oral communication skills.

Responsibilities

  • Cover all aspects of transitioning existing schemes to the new FPSL model, consulting with the Project Manager and Team Leader on issues requiring attention or decision-making, and coordinating and executing migration activity to transition members to the FPSL model within agreed timelines.
  • Identify operational issues and recommend required changes to the Project Manager; proactively identify and address other needs or concerns of clients and the Operations department.
  • Complete money movement on member accounts.
  • Reconcile member positions after transition.
  • Manage event timing and ensure all tasks are covered in a risk-controlled manner.
  • Communicate with Project Managers and other work streams to ensure core team tasks are captured and executed on time.
  • Develop, monitor, and update a project plan or task list throughout the transition and corporate action process.
  • Consult with the Project Manager or appropriate parties on issues requiring additional attention or decision-making.
  • Manage change initiatives and team reviews, gain stakeholder buy-in, and develop and manage practical strategies to achieve the best outcome.
  • Provide quality control for other team members.
  • Support the team in meeting urgent deadlines when required and continually assess risks.
  • Model strong results, build and develop empowered and diverse teams, and motivate others with an implementable vision for the future.
  • Work with internal and external stakeholders to ensure obligations and standards are met.
  • Communicate with all impacted Fidelity areas.
  • Understand Fidelity systems and the downstream impact of activities taken during projects.
  • Consult with the direct reporting Manager or appropriate parties on issues requiring additional attention or decision-making.
  • Establish and follow detailed ongoing procedures for plan administration with all impacted areas, including Client Management, Financial Operations, Administration, Phone Team, and Communications.
  • Interact with appropriate members of Administration and Financial Operations to ensure proper controls are established.

About the Company

Fidelity International

Investment management and retirement solutions provider

Fidelity International provides investment solutions and retirement expertise for institutions, individuals, and their advisers around the world. It offers a range of investment management services, personal investing platforms, and retirement savings products, using both its own funds and third-party options. Clients access these tools to pursue long-term financial goals, with revenue coming from management and advisory fees. The company integrates sustainability and responsible investing into its operations and investment processes, aiming to deliver long-term, sustainable outcomes for clients. The goal is to help clients build better financial futures and maintain financial health over time.

Company size
5,001-10,000
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1969

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