Top 45 Implementation consultant Jobs in Providence, Ri

Plan Consultant
Fidelity Investments —Smithfield, RI
- Full-time
- Hybrid work
- CPA
- Mid-level
- Continuous improvement
- 401(k)
Positively Partners Principal Consultant, Organizational Effectiveness
Positively Partners —South Attleboro, MA
- $105,000 - $140,000 a year
- Remote
- Budgeting
- Senior level
- Communication skills
- Health insurance
14d
Business Transformation Specialist
Sensata Technologies, Inc. —Attleboro, MA
- $144,880 - $199,210 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Data Consultant, Stock Plan Project Manager
Fidelity Investments —Smithfield, RI
- $89,000 - $180,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Loan repayment program
- Health insurance
Planning Consultant - Providence, RI
Fidelity Investments —Providence, RI
- Full-time
- Mid-level
- Office
- Mentoring
Sr. Plan Consultant
Fidelity Investments —Smithfield, RI
- Full-time
- CPA
- Continuous improvement
- Experience equivalent to degree accepted
- 401(k)
Financial Planning Consultant - Smithfield, RI
Fidelity Investments —Smithfield, RI
- Full-time
- Customer service
- Residential
- Senior level
Senior Manager, Business Consulting - Payment Integrity Center of Excellence
CVS Health —Providence, RI
- $67,900 - $199,144 a year
- Full-time
- 5 years
- Analysis skills
- Presentation skills
- Health insurance
- Dental insurance
11d
Sr. Manager - Clinical Change Adoption & Readiness
CVS Health —Woonsocket, RI
- $67,900 - $182,549 a year
- Full-time
- Hybrid work
- 7 years
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
CxO Consultant
Envision Technology Advisors —Pawtucket, RI
- $90,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- SharePoint
- Senior level
Quick Apply
Acumatica ERP Consultant
Twin Staffing —Foxborough, MA
- Weekends as needed
- Computer science
- Computer Science
- ERP systems
Technical Consultant
New Charter Team Genesis —Taunton, MA
- From $90,000 a year
- Full-time
- Remote
- Mid-level
- Driver's License
- Travel
Quick Apply
7d
Dynamics 365 Finance & Operations Consultant
F.A.F. Inc. —Greenville, RI
- Part-time
- Computer science
- Computer Science
- 5 years
Quick Apply
1d
Principal Analyst , Corporate Finance Transformation
Waters Corporation —Milford, MA
- $108,500 - $180,500 a year
- Office
- 8 years
- Organizational skills
7d
Senior Delivery Consultant
Congruity 360 —Fall River, MA
- Bachelor of Science
- System design
- Windows
- Health insurance
- Dental insurance
Workday HCM Senior Solution Consultant, VP
State Street —Boston, MA
- $120,000 - $210,000 a year
- Full-time
- 8 years
- Team management
- Mentoring
- Disability insurance
- Health insurance
Leasing Consultant
Jones Street Residential —Fall River, MA
- $24 - $25 an hour
- Hospitality
- Mid-level
- Driver's License
Quick Apply
Oracle EPM Cloud Principal Consultant
Infosys —Providence, RI
- $138,274 - $190,358 a year
- Oracle
- Senior level
- Leadership
Quick Apply
Alpha Services Optimization & Strategy, Assistant Vice President
State Street —Boston, MA
- $80,000 - $140,000 a year
- Full-time
- 5 years
- System design
- Databases
- Disability insurance
- Health insurance
Workday Adaptive Planning Senior Manager
Baker Tilly Advisory Group, LP —Providence, RI
- $178,310 - $338,030 a year
- Full-time
- 3 years
- Finance
- SQL
Quick Apply

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implementation consultant jobs near providence, ri

Plan Consultant

Fidelity Investments -
Smithfield, RI

Apply Now

Job Details

Full-time

Benefits

401(k)

Qualifications

Contract documentation review
Contract review
CPA
Regulatory compliance
Contract interpretation
Zoom
Mid-level
Employee Retirement Income Security Act of 1974 (ERISA)
Salesforce Cloud
Contract drafting
Continuous improvement
Certified Employee Benefit Specialist
Industry knowledge of financial regulations
Client management
Microsoft Teams
Contract management support tasks
CRM system proficiency
Productivity software
Video conferences (communication methods)
Document change management
Communication skills
Technical Proficiency
Corporate actions support
Regulatory compliance management
Cross-functional communication
Progress tracking (project management tasks)
Video conferencing systems operation
Time management
Terms and conditions negotiation

Full Job Description

Job Description:

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

The Role

As a Plan Consultant (PC), we draft and execute Fidelity’s Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity. We also complete the contract (Service Agreement) between the client and Fidelity. During this process, the PC may need to negotiate the contract language.

Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes.
Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.
Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement
Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.
Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.
Negotiate service exceptions including modifications to the terms of the contract (Service Agreement).
Sign documents on behalf of FMTC and Fidelity Workplace Services.
Participate in process improvement and companywide initiatives.

The Expertise and Skills You Bring

Previous Defined Contribution retirement plan experience preferred
Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans.
College Degree or equivalent experience preferred
CPA, CEBS, ERPA or ASPPA designation(s) preferred
Strong contract negotiation skills: ability to articulate a point of view in a compelling & succinct manner
Excellent written and verbal communication skills
Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC
Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion
Demonstrated problem solving and client management abilities
Possess the ability to apply learning and comprehend and explain technical concepts

The Team

We are part of the Workplace Investing Implementation group. We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document. We work directly with employers, consultants, advisors, attorneys, and internal business partners. Our success mitigates risk for the client and Fidelity.

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.

Certifications:

Category:

Compliance

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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Refine Your Search

implementation consultant jobs in providence, ri

Plan Consultant

Positively Partners Principal Consultant, Organizational Effectiveness

Business Transformation Specialist

Data Consultant, Stock Plan Project Manager

Planning Consultant - Providence, RI

Sr. Plan Consultant

Financial Planning Consultant - Smithfield, RI

Senior Manager, Business Consulting - Payment Integrity Center of Excellence

Sr. Manager - Clinical Change Adoption & Readiness

CxO Consultant

Acumatica ERP Consultant

Technical Consultant

Dynamics 365 Finance & Operations Consultant

Principal Analyst , Corporate Finance Transformation

Senior Delivery Consultant

Workday HCM Senior Solution Consultant, VP

Leasing Consultant

Oracle EPM Cloud Principal Consultant

Alpha Services Optimization & Strategy, Assistant Vice President

Workday Adaptive Planning Senior Manager

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