Associate, Defined Contribution

Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.

• Bachelor's Degree in Mathematics, Economics, Business or another quantitatively rigorous subject preferred
• 0-3 years of experience in 401(k), 403(b) industry or benefits consulting
• Interest in pursuing QKA or QKC (a plus)
• Superior teamwork skills
• Strong critical thinking and problem-solving skills
• Excellent oral and written communication skills
• Familiarity with spreadsheet and database programs
• Ability to learn quickly and develop complex spreadsheets to perform quantitative analysis
• Aptitude to balance and prioritize multiple projects in a fast-paced work environment
• Interest in learning legislative and regulatory requirements (ERISA/IRS/DOL) for qualified and non-qualified defined contribution plan programs
• Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations

As an associate with Fidelity Workplace Consulting, you will be part of a team responsible for:

• Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs,
• Managing projects including defined contribution calculation, enhanced plan administration support, mergers & acquisitions, compliance, plan amendments and plan designs,
• Preparing and delivering reports and client presentations, and
• Creating project plans and setting internal and client team expectations.

Note: Fidelity will not provide immigration sponsorship for this position.

The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting

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.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.