Jon Adams Email & Phone Number

United States

Westlake

Direct a group of approximately 10-15 domestic associates (3 locations – Westlake, TX; Covington, KY and Salt Lake City, UT), with another 15 dotted line in India, who are responsible for negotiation, testing and plan configuration for new implementations, corporate actions projects, reconfigurations and ongoing service changes.• Increased overall capacity by reviewing project standards, which resulted in a 25-30% increase in capacity without increasing head count, all while maintaining accuracy across the board.• Consulting resource on product and system features, capabilities and constraints.• Meet and coordinate standards across continents to insure highest quality accuracy and work performed.• Represents the business in product and service “Best Practices”, risk reduction, and efficient processing.• Participation in strategic development projects across the business applications.

Lead resource in the project development of in-depth analyses and value-added reporting for various business units across Workplace Investing• Represent the Reporting organization on cross-functional project teams with Product, Marketing, Consultant Relations, Operations, etc.• Drive key analysis of data elements when researching solutions for cross-Workplace Investing (WI) reporting needs through project planning, value added insight and analytical support resulting in innovative solutions.• Produce strategic client service level agreement reporting package, consisting of company measures from different aspects of their relationship (i.e. phones, operations, client relationship, etc)

Multiple roles; 1) support users on Mainframe related issues; 2) translate and upload conversion data from prior record keepers to Fidelity systems using SAS created jobs; 3) run queries and update the production application using SQL programs.• Troubleshoot Mainframe transactions and processes for all segments of the business• Familiarity with using TSO, ISPF, File Aid, JCL, COBOL, SAS, or SQL• Translate and upload data from prior record keepers for new plans selecting Fidelity Investments as their record keeper for their retirement plan.

*Coordinated the delivery of new product and service offerings. *Worked extensively with PSW (Plan Sponsor Webstation) and the role out to clients, which included occasional on-site visits.*Interfaced with internal and external clients as needed to trouble-shoot and resolve outstanding issues related to enhanced products and services. *Provided consultative services to Relationship Management on service design and fit analysis, and initiate and oversee projects when appropriate. *Worked with systems development and marketing, manage the rollout of new products and services to FIRSCo’s Core Market, documenting and subsequently delivering the service to my internal partners on an individual basis or via broad-based rollout.*Documented progress and updated upper management on a weekly basis. *Maintained web repository which included processes and procedures, along with systems documentation for reference.

Managed group of 6-8 associates responsible for setting up and maintaining workstation edits on 401(k) plans. *Managed personnel and administrative matters. *Oversaw and coordinated all of the projects on the team.*Assisted in the training of Project Managers and Analysts *Trouble shoot specific issues as they arise whether client or internal related. *Worked with the Vice President regarding cross-site resource allocation and ensure consistency between cross-site projects/teams.*Determined appropriate Project Manager and Analyst travel activity. *Maintained knowledge of Fidelity’s products and services, as well as trends and developments in the regulatory environment regarding section 401(k) of the Internal Revenue Code and its tax implications and a general understanding of the Defined Contribution and Pension industry.*Met with Senior Management to inform them of project status and to address areas of potential impact of their respective business units.

Dallas/Fort Worth Area