401(k) Channel Partnerships Program Manager
Location US-FL-Tampa
Category Operations Job ID 2021-9806
Overview
The Opportunity:
Fisher Investments 401(k) Solutions is dedicated to bringing superior retirement plan services to small and mid-sized businesses. This group has had immense growth in headcount and sales over the last few years and continues to flourish. The 401(k) Solutions Channel Partnerships Program Manager will independently manage a full range of projects. You will organize, plan, and execute projects, ensuring adherence to deadlines, project budgets, etc. You will report to the VP of 401(k) Solutions Channel Partnerships who will help shape and guide your success. If you are looking to join a rapidly growing firm and help with the expansion of business, this may be the right fit for you!
The Day-to-Day:
• Manage all project phases from vision through deployment- determine project scope, goals and deliverables that support goals
• Identify referral and partnership opportunities
• Collaborate with senior management and stakeholders
• Based on evaluation, make recommendations to management regarding solutions to resolve business problems
• Assess requirements to deliver program components which may include implementation of solution, staffing of the projects, timelines, etc.
• Establish and maintain all timelines and budgets
• Coordinate with all departments related to the program including IT, Finance, third party vendors, business users, etc.
• Proactively manage changes in program scope, identify potential crises, and design contingency plans
• May work with department personnel, Business Analysts and Project Managers to evaluate current business processes and requirements
• Coach, mentor, and motivate program team members and contractors
• Develop best practices and tools for program execution and management
Your Qualifications:
• 3+ years of sales experience
• 3+ years of leadership experience in any capacity
• Project management skills
• Experience working both independently and in a team environment
• Elicit cooperation from senior management, internal clients, and other departments
• Working knowledge of MS Office products
• Strong familiarity with change management
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
• 100% coverage of premiums for health, vision and dental insurance
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO*, plus 9 paid holidays
• 8 weeks paid Primary Caregiver Parental Leave
• Back-up Child Care Program available, offering up to 10 days annually
• A cumulative learning and development framework customized for every employee
• An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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