KARTHICK RAJ VENKATRAMAN
Chennai
Summary
Dynamic Delivery Manager with over 15 years of experience in Defined Contributions operations, specializing in regulatory compliance, Form 5500 filings, and Non-Discrimination Testing. Proven track record in leading large teams and driving operational excellence to achieve organizational goals. Expertise in transforming processes to enhance client experiences and deliver high-impact solutions within complex regulatory frameworks. Committed to fostering a culture of continuous improvement and innovation to meet evolving industry demands.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Delivery Manager– Testing & Reporting Services
Fidelity Investments
01.2024 - Current
- Lead a team of 15 associates and collaborate with delivery managers across functions, contributing to a broader team of approximately 50.
- Oversee regulatory compliance testing (NDT) and Form 5500 filings for plan sponsors, ensuring adherence to ERISA and IRS guidelines.
- Drive strategic initiatives to centralize performance metrics, and enhance operational transparency.
- Partner with cross-functional teams to mitigate compliance risks and improve service delivery.
- Spearheaded dashboard implementation for global KPI visibility, enabling a 30% improvement in actionable insights.
- Led the transformation of performance management through centralized analytics.
- Improved SME coverage by 25% via skill matrix implementation.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations.
- Evaluated employee performance objectively using established metrics, leading to fair compensation adjustments based on meritocracy principles.
- Oversaw daily operations of the delivery team, ensuring timely completion of tasks and adherence to company policies.
- Managed resources effectively to avoid unnecessary delivery delays.
Senior Analyst – Data Exchange Implementation
Fidelity Investments
01.2019 - 01.2024
- Managed end-to-end client onboarding projects, ensuring secure data exchange via SFTP.
- Acted as the SME lead, bridging client requirements with technical execution.
- Resolved client discrepancies, and enhanced onboarding efficiency.
- Optimized project management, resulting in timely deliverables and improved client satisfaction rates.
- Mentored junior analysts, fostering professional development while enhancing overall team performance.
- Led client-vendor kick-off meetings to gather project requirements, align expectations, and establish communication protocols; consistently delivered clear project status updates to stakeholders, ensuring transparency, and timely decision-making.
Analyst – DC Implementation
Fidelity Investments
01.2017 - 01.2019
- Plan Configuration: Implement new benefit plans by adding or removing services like ET, OLE, AE, and other offerings tailored to client needs.
- Plan Reconfiguration: Focus on ongoing plan maintenance by updating service configurations to reflect changes in client strategy, or product offerings.
- Service Integration:
ET (Eligibility Tracking): Ensures accurate tracking of participant eligibility across plan rules.
OLE (Online Enrollment): Enables seamless digital enrollment experience for users.
AE (Auto Enrollment): Automates participant enrollment based on predefined criteria. - Product Validation: Collaborate with internal teams and clients to test and verify that newly introduced products function correctly from both ends—client-facing and Fidelity systems.
Work Group Leader – Money-In (DC)
Fidelity Investments
01.2010 - 01.2017
- Owning account reconciliations related to bank accounts and investments made on behalf of employees to ensure on-time and accurate investments.
- On-time completion of day-to-day requirements by ensuring the quality and SLA are met.
- Leading the daily production meetings and facilitating communication among inter-company departments.
- Capacity planning strategy in allocating work across team members.
- Analyzing the root cause of errors and control breakdowns to implement sustainable remedial actions.
- Maintaining a healthy work environment and inculcating bonded teamwork with high work ethics.
- Conducting a daily huddle to cascade the updates, discuss the errors, share the best practices, and encourage team members to share their learning.
- Trained new team members by relaying information on company procedures and safety requirements.
- Monitored group performance on a regular basis, analyzing data and trends to identify areas for improvement.
Education
Bachelor of Commerce -
Ramakrishna Mission Vivekananda College
Skills
People Leadership & Coaching
Strategic Planning & Transformation
Regulatory Compliance (ERISA, IRS)
Form 5500 & NDT Reporting
SLA/KPI Management
Stakeholder Engagement
Process Automation & Innovation
Performance Analytics & Dashboarding
Communication & Collaboration
Websites
Certification
Project Management Fundamentals, Communication for New Managers
Awards
“You Have Earned It” Individual Award for operational excellence., Recognized for resolving reconciliation issues and implementing process improvements.
Timeline
Delivery Manager– Testing & Reporting Services
Fidelity Investments
01.2024 - Current
Senior Analyst – Data Exchange Implementation
Fidelity Investments
01.2019 - 01.2024
Analyst – DC Implementation
Fidelity Investments
01.2017 - 01.2019
Work Group Leader – Money-In (DC)
Fidelity Investments
01.2010 - 01.2017
Bachelor of Commerce -
Ramakrishna Mission Vivekananda College
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