Fidelity will not provide immigration sponsorship for this position.
Job Description:The Role
We are searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment!
- 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.
The Expertise and Skills You Bring
- 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
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.
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:ConsultingSkills Required
- Bachelor's degree in Mathematics or Actuarial Science
- 2-4 years of experience in pension and benefit consulting
- 3-5 actuarial exams completed
- Knowledge of benefit program design and legislative requirements
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.
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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.
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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.
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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
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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