Job Description:

The Role

In Workplace Investing, the Pension Analyst blends deep Defined Benefit domain expertise with a passion for collaboration, innovation and client management. This role is primarily responsible for establishing a team environment by providing direct leadership, technical expertise and workflow management to associates assigned to their defined benefit clients serviced from a consultative perspective.

In addition, the Pension Analyst will support the strategic direction of the business, lead highly complex issues to resolution and work with domain professionals to solution client improvements and enhancements through corporate actions & change orders. The Pension Analyst will also engage with other lines of business on projects that impact other Defined Benefit products and services. We are looking for someone to join our great team of professionals, who enjoy a fast-paced environment, and can provide quality work and a best-in-class client/customer experience.

The Team

The Pension Analyst plays an integral role in operational workflow, team leadership, and project management for client projects and internal initiatives. This role will serve as a team leader to Associate Analysts, Senior Pension Specialists, Pension Specialists and Transitional Processors assisting in their development, workflow management and operational quality assurance. They will typically support clients of moderate to high complexity. In addition to being extremely proficient analytically, they will assist Client Team Managers and Sr. Leaders with initiatives throughout the year, including but not limited to, improvement in execution, change control, and financial improvement.

The Expertise and Skills You Bring

Bachelor’s degree preferred

5-10+ years of defined benefit/pension plan administration experience

Critical thinking and problem-solving skills

Demonstrated leadership ability with self-motivation and determination

Project/Client Management experience

You have critical thinking and problem-solving skills

You’re a leader with self-motivation and determination to succeed and ability to coach and mentor others

You MUST be technically inclined with application experience and aptitude including proficiency with various Defined Benefit Plan structures, complex calculations and data (e.g., Excel, Word, Access, etc.)

You have excellent oral and written communication skills

You have a strong aptitude to balance, prioritize multiple projects and understanding of risk management and time management

You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality

The Value You Deliver

Analyzing, leading and driving operational services and efficiencies to our clients and organization’s bottom line.

Providing leadership on ad hoc consulting projects that will require critical thinking and self-direction.

Providing information and advice on Plan documentation discrepancies and/or guidelines, e.g. data, provisional, or other plan/client issues.

Analyzing, reviewing, and guiding client teams to the resolution of escalated client or participant issues.

Serving as the day-to-day contact for issues to clients and participant for problem resolution, transaction issues, and data questions.

Serving as a team leader and technical guide on multiple client plan processes and procedures.

Working with internal team members to identify, analyze, and implement process and procedural changes based on new regulatory amendments and/or administrative improvements.

Play a significant role in implementation, corporate actions and other special projects in addition to the provision of ongoing services.

Serving as an essential role model and coach to entire operational team and assist in their development and skill set.

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.