Consultant, Actuary

Reposted 3 Months Ago
Be an Early Applicant
2 Locations
In-Office
89K-180K Annually
Senior level
Fintech
The Role
The role involves advising clients on retirement benefits, leading pension valuations, training staff, managing client relationships, and overseeing project budgets.
Summary Generated by Built In

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role


We are searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!


  • Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
  • Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
  • Training associates and analysts to ensure continued development of the staff.
  • Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients.
  • Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed.
  • Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients

The Expertise and Skills You Bring


  • A.S.A., E.A. or F.S.A., E.A. credentials
  • 5-10+ years of experience in a pension and/or benefit consulting firm
  • You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
  • You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
  • You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships
  • You have strong critical thinking and problem-solving skills
  • You are a leader with self-motivation and determination to succeed
  • 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

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.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $89,000-$180,000 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.

Certifications:

Category:Consulting

Skills Required

  • A.S.A., E.A. or F.S.A., E.A. credentials
  • 5-10+ years of experience in a pension and/or benefit consulting firm
  • Knowledge in benefit program design and regulatory requirements
  • Proven interpersonal and leadership skills
  • Strong critical thinking and problem-solving skills

Fidelity Investments Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.

  • Retirement Support — Retirement contributions and benefits are frequently highlighted as a strong part of the total rewards package. Employer retirement support is seen as materially enhancing overall compensation.
  • Strong & Reliable Incentives — Profit sharing and bonuses are commonly described as valuable additions to pay. These incentives help the total compensation feel more competitive even when base salaries are viewed as moderate.
  • Healthcare Strength — Health coverage is often called out as a positive aspect of the benefits package. Access to solid healthcare benefits contributes to satisfaction with total compensation.

Fidelity Investments Insights

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The Company
HQ: Boston, MA
58,848 Employees
Year Founded: 1946

What We Do

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

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