WI Client Technology Lead (Implementations)

  • Negotiable
  • Tadworth, England, United Kingdom
  • Permanent, Full time
  • Fidelity International
  • 14 Feb 19

The Role covers all aspects of project managing Technology build and delivery for WI trust & contract schemes with Fidelity, from initial review and analysis of the WI product sold, undertaking a due diligence meeting with the client, data set up, to receipt of data.

Department Description

The primary purpose of the WI Implementation Project Team is to ensure that new Fidelity WI Pension Plans e.g. Mastertrust clients, Offshore schemes, Group Personal Pension Plans & Section 32's are established to agreed timescales and also project manage ongoing corporate actions. The team ensures that implementations & corporate action projects meet Fidelity quality, efficiency and product definitions.

In this role, there is specific focus on Client Technology Integration requirements like SSO (Single Sign-on) and SFTP (Secure File Transfer Protocol)

Purpose of your role

The Role covers all aspects of project managing Technology build and delivery for WI trust & contract schemes with Fidelity, from initial review and analysis of the WI product sold, undertaking a due diligence meeting with the client, data set up, to receipt of data.

The WI Client Technology Lead manages the delivery of all Fidelity services being delivered to the client during the implementation and will liaise with the appropriate Fidelity departments to ensure services are delivered to the client in an agreed and timely manner e.g. Legal, Communications, Administration and Presentations.

They will identify any operational issues as they arise and make recommendations to Clients / Fidelity Management for any required changes. They will also be pro-active in determining any other needs or concerns of the client and Operations department and act on them accordingly.

During the Implementation phase the WI Client Technology Lead will:

  • Establish and maintain a Project file including an implementation project plan
  • To support Implementation Project Managers on larger projects
  • To establish and maintain the technology systems required to operate the new scheme
  • Ensure client deliverables, and where appropriate acceptances, are achieved
  • Liaise with all Fidelity WI departments and others when required
  • Provide reports to senior management as required
  • Support and peer review other teams work as required
  • The role also covers corporate actions which includes the project management of any major changes in any Plan & investment design post set up.

Key Responsibilities

  • Assist & project manage the corporate action and implementation process and procedures.
  • Keep projects on track and update all stakeholders
  • Build a network of internal and external vendors to deliver a good client outcome
  • Deliver SFTP and SSO projects for existing and new clients
  • Build and manage a pipeline of projects
  • Keep processes and procedures up to date for use by other team for reference
  • Develop, monitor and update an implementation project plan throughout the process.
  • Assist client in understanding the process and procedures.
  • Interface with client and/or internal associates to solve problems and resolve outstanding issues relating to plan administration or any of Fidelity's products and services.
  • Consult with direct reporting Manager or appropriate parties on issues requiring additional attention or decision-making.
  • Establish and follow detailed on-going procedures for the administration of the plan with all impacted areas (Client Management, Financial Operations, Administration, Pension Service Centre, Communications etc.)
  • Communicate scheme design features to all impacted Fidelity areas.
  • Interact with the appropriate members of Admin and Financial Operations to ensure that all-proper controls are established.
  • Effectively manage the client by communicating in a timely fashion any issues that could impact the conversion schedule or result in a change of procedures.
  • Work with clients' system group to clarify data requirements: provide appropriate data, format specifications and other information as required.
  • Initiate and participate in the process improvement initiative (new procedures and documenting procedures.)
  • Provide management, sales, client management and admin with timely, concise status reports, as well as meeting notes for all client visits.
  • Submit problem reports to the systems group when systems problems are identified.
  • Work with Technology to identify, analyse, sponsor, and install any needed systems enhancements.
  • Understand the market and its needs by keeping up with industry trends and developments in the market through regular client contact, trade press, and industry conferences.
  • Understand the full array of Fidelity products and services, specifically, but not restricted to the institutional arena. Examples would be services related to all aspects of the defined contribution pension schemes and Fidelity funds offered to such schemes.
  • Provide input in the decision-making process to senior management when required.
  • Help in the sales process for new prospects and client calls, as appropriate.
  • Assist in determining additional support needed from in-house experts.
  • Demonstrate strong presentation and interpersonal skills
  • To focus on any new key objectives that may be given by senior management

Experience and Qualifications Required

  • Good education standard ideally Degree
  • Exposure to project managing technology integration like SSO and SFTP
  • Understanding of pensions - Defined Contributions/Final Salary operations administration & implementation
  • Basic knowledge of retirement market
  • Self-starter, keen to take on responsibility and new projects
  • Ideally Prince 2/Agile Practitioner Qualified
  • Strong organisational skills, with some knowledge of running projects using Microsoft Project an advantage
  • Numerate and computer literate (especially Excel, also Word and PowerPoint).
  • Able to demonstrate abilities and experience in duties and responsibilities mentioned above
  • Ability to work well with various internal Fidelity departments at all levels
  • Ability to anticipate potential problems, plan for such events and problem solve
  • Some experience of client management, consulting and sales skills would be advantageous
  • Good written and oral communication skills
  • Strong desire and satisfaction for completing and finishing tasks
  • Attention to detail
  • This position may require travel at short notice
  • Due to the nature of the position, the role would suit someone who is able to manage their own time and a workload that can be heavy at times