Davin Perkins Email & Phone Number

Cary, NC

• Lead a team of program managers responsible for implementation of large and mid market Defined Benefit and multi practice retirement plans to the Fidelity platform
• Established and manage a newly created Program Management team primarily responsible for providing key oversight and process support to the corporate action functional teams
• Provide leadership for the planning and migration of the Pension Reform and 409A legislation functionality to Fidelity’s Defined Benefit clients, which includes the effort of 593 associates and a $8.5m budget
• Manage and develop the Program Analysts team, resulting in an increase in the team’s revenue by 20% and improvement in productivity by more than 15%
• Created a suite of standardized tools and templates utilized during the planning, development, and migration of large scale functionality across the client base

• Assisted in the development and maintenance of annual product plans, roadmaps and baselines
• Consulted with client-facing teams to facilitate migration of plans to standardized configuration and maintain compliance, aimed at reducing administrative costs and increasing product-feature adoption
• Participated as a subject matter expert on the creation of new products and services including working collaboratively with Product Development, Relationship Management, Sales and Operations
• Led the creation of the redefined service level agreement baseline and consulted in new sales and re-bid negotiations
• Member of the investment committee designed to allocate capital and resources for multi-client enhancement requests

• Coached and developed associates to enhance their client service, risk management, and leadership abilities resulting in an increase in overall client satisfaction of the Client Service Managers from 81% to 94%
• Led a cross organizational initiative to revamp the process to calculate employer contributions. The result was an increase in calculation accuracy by 32%
• Streamlined the quarterly statement ordering process resulting in a 12% decrease in call volume spikes reducing the need for additional associates by 62% during the statement cycle
• Provided leadership and direction to a staff of Client Service Managers responsible for the effective communication and operational service delivery for eighty large non-profit clients
• Developed and implemented a strategic business plan to meet departmental goals including client satisfaction, product and service rollouts, risk management and budget control

• Managed the entire implementation process of 401(k), 401(a), 403(b), 457(b) and 457(f) plans utilizing all departmental resources
• Communicated extensively with senior client contacts and Fidelity’s service team regarding plan status
• Analyzed plan service configuration to determine client compatibility, making recommendations to the plan sponsor to increase plan profitability and maximize Fidelity’s automated services
• Prepared and conducted client presentations to convey the implementation process and set expectations
• Negotiated the creation of plan documents, recordkeeping agreements, and trust agreements