CONSULTANT, ACTUARY

CONSULTANT, ACTUARY

Job Overview

Location
Westlake, Ohio
Job Type
Full Time Job
Job ID
89825
Date Posted
1 year ago
Recruiter
Dennis Ruth
Job Views
139

Job Description

Job Description:

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

The Team

The Fidelity Workplace Consulting Group is composed of over 400 professionals who advise clients on the management of their domestic 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. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.

The Expertise You Have

  • A.S.A., E.A. or F.S.A., E.A. credentials
  • 7-10+ years of experience in a pension and/or benefit consulting firm

The Skills You Bring

  • 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 aptitude 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 Value You Deliver

  • 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

Please see below for the salary range for work locations in Colorado only:

$70,000 – $125,000

This position is eligible for incentive compensation or an annual bonus opportunity.

Certifications:

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(opens in a new tab), 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(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

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 @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Job ID: 89825

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