Pension Benefit Analyst (Raleigh, NC)

| Raleigh-Durham, NC
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Job Description:

The Role

The Defined Benefit Implementation team is seeking a Pension Benefit Analyst (PBA) to join their growing team!

PBAs are responsible for the end-to-end enablement of web, operational procedures, participant communications, reports, interfaces, and the ongoing maintenance of established clients on the Fidelity Workplace Investing Defined Benefit service model. This includes analysis, requirements, configuration, design, unit testing, transition, and rollout with a focus on overall product and client expertise.

The Expertise and Skills You Bring
  • Bachelor's degree and at least seven years of Defined Benefit operations and/or implementation related experience in the HR outsourcing industry preferred
  • Five plus years proven ability advising clients on Defined Benefit product and service design including large sophisticated plans
  • Advanced industry certification (e.g. CEBS, PMP) or MBA a plus
  • Analytical, consultative, and problem-solving skills
  • Knowledge of Defined Benefit industry trends and the ability to apply this knowledge to client work
  • Knowledge of relationship management, benefits administration, business processes, and HR record-keeping
  • Knowledge of Fidelity's Defined Benefit end-to-end product and service offerings
  • Knowledge of Fidelity's Defined Benefit system technology including standard methodologies and limitations
  • Business and technical analytical skills
  • Influencing and negotiating
  • Ability to collaborate with internal and external teams and interface effectively within and across organizations
  • End to end operational process understanding, standard methodology application and implementation
  • Solid grasp of MS Office suite of products
  • Knowledge of database structures and query languages
  • Knowledge of JIRA and Agile methodologies

The Team

The PBA team is part of the Fidelity Investments Workplace Investing - Defined Benefit Client Services organization. We directly support new business implementations in addition to change order projects for our current client base. As a project team member, the PBA is responsible for supporting the implementation and maintenance of system configuration, custom processes, and non-standard service offerings.


Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."

We invite you to Find Your Fidelity at

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations, or by calling 800-835-5099, prompt 2, option 3.
More Information on Fidelity Investments
Fidelity Investments operates in the Fintech industry. The company is located in Boston, MA and Covington, KY. Fidelity Investments was founded in 1946. It has 58848 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 313 open jobs at Fidelity Investments, click here.
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