Job Description
Job Description:
Role
Searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment.
The Expertise and Skills You Have
Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred
2-4 years of experience in a pension and benefit consulting firm or related industry required
Preferably at least 3-5 actuarial exams completed
Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA)
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have excellent oral and written communication skills
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance
Training and assisting Analysts to ensure the continued development of staff
Help with coordinating and managing projects and budgets
Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing)
Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting.
The base salary range for this position is $80,000-153,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
ConsultingJob Description:
Role
Searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment.
The Expertise and Skills You Have
Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred
2-4 years of experience in a pension and benefit consulting firm or related industry required
Preferably at least 3-5 actuarial exams completed
Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA)
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have excellent oral and written communication skills
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance
Training and assisting Analysts to ensure the continued development of staff
Help with coordinating and managing projects and budgets
Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing)
Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting.
The base salary range for this position is $80,000-153,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
ConsultingAbout Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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