Senior Consultant, Equity Compensation Solutions Lead

Fidelity Investments

  • Boston, MA
  • Permanent
  • Full-time
  • 1 month ago
Job Description:

Do you excel at helping clients tackle challenging issues? Do you have knowledge of the Equity Compensation industry? As part of our Consulting team, your work will directly impact our client's benefit programs by providing high quality, comprehensive and cost-efficient administrative and data optimization solutions!

The Team

The Senior Consultant will be at the forefront of crafting and implementing a business strategy for supporting Fidelity's Equity Compensation clients. The role will be responsible for business development and overall delivery of data and administrative optimization services to clients with outsourced benefit programs, with a focus on equity compensation plans. The Senior Consultant will interact direct with clients on program strategy. Additionally, they will work with the Consultant and the internal Fidelity team, as needed in identifying and reviewing the client's operational optimization and data needs and propose solutions.

The Expertise You Have

10 years of experience in a Stock Plan employer offered consulting role or an administration team manager (corporate benefits, outsourcing or consulting firm)

3 years of experience focused on business development

3 years focused on program/project management

Understanding of equity compensation and stock plan administration.

The Skills You Bring

You have an expansive depth and breadth of Stock Plan administration knowledge

You have strong relationship building skills including influencing, negotiation, and consultative approach

You have the ability to build and own the development of a new line of business

Your analytical and problem-solving skills are a key strength

You excel at business development including presentation, communication, influencing and closure

The Value You Deliver

Leading the initial new business opportunities process from prospecting to closure.

Building, managing and growing client relationships by delivering an outstanding level of customer happiness with every engagement.

Provide oversight to ensuring project team members deliver realistic project plans including scope, duration and effort.

Identifying risk areas and lead the team to appropriate solutions when obstacles are encountered.

Identifying, defining and applying client specific benefits knowledge inclusive of administrative procedures, systems configuration and data utilization.


Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Fidelity Investments