Job Description:

Searching for an experienced Disability and Leave Consultant interested in building a career in a team- centric fast-paced consulting environment!

The Team

The Fidelity Workplace Consulting Group is comprised of over 400 professionals who advise clients on the management of their domestic and global 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. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting(opens in a new tab)

Our health and welfare consulting team at Fidelity provides a unique experience for candidates looking for an opportunity to grow their consulting career.  Specifically, our team is organized to focus on three key experiences:

We are client focused. Our work with clients is oriented around problem solving and not defined by products we can upsell to our client.  Simply put, we do what is best for our clients knowing from that our strong financial success continues. All members of our team work with our most senior leaders on a day to day basis. This gives everyone the opportunity to learn from industry leaders with 20+ years of experience in H&W consulting. We think it is important for our associates to have client exposure early in their careers and throughout to develop strong relationship skills.  As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last.

The Expertise You Have

10-15+ years of demonstrated experience working with disability, life insurance, and other group insurance and income replacement benefits, either within a benefit consulting/brokerage firm or at an insurance company/TPA.

5-10 years proven disability/leave consulting experience gained in a benefit consulting/brokerage firm serving large and/or mid-sized employers.

The Skills You Bring

You are highly skilled in disability benefit and vacation/PTO/leave program design, administration, funding strategies, legislative and regulatory requirements (including state and municipal paid leave requirements).

You are knowledgeable in life insurance, other group insurance/income protection benefits, and voluntary benefits.

You have a strong desire and ability to leverage your unique expertise to other Fidelity associates through the development of thought leadership and the delivery of specialized training.

You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels.

You have outstanding teamwork skills and strength in leading enhanced client relationships.

You have strong critical thinking and problem-solving skills.

You have a strong aptitude to balance and prioritize multiple projects in a fast-paced work environment.

You effectively work within budgeted timeframes to maintain client profitability without sacrificing quality.

The Value You Deliver

Providing advice to Human Resource and Benefits leaders of mid to large size companies regarding their disability, life insurance and other income replacement benefits, and vacation/PTO/leave programs.

Leading fully insured vendor RFP and renewal negotiations, supported by an evaluation of claim experience and underwriting methodologies.

Strategizing with employers to design effective vacation, PTO, and paid leave programs, including the development of pricing models and the evaluation of administration strategies and TPAs.

Partnering with clients and internal ongoing health & welfare consulting teams on the ongoing management of their current benefits, programs, and vendors, including the monitoring of claims experience and administrative performance, and the implementation of process improvements as needed.

Training all levels of consultants and associates to ensure basic proficiency in these topics, including the ability to identify new consulting opportunities.

Developing thought leadership designed to demonstrate our expertise in this specialty area of consulting and to prompt discussions with clients and prospects.

Handling client budgets and setting expectations and client timelines.

Preparing responses to RFPs and RFIs for new employer prospects and participate in leading 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:

$85,000 – $150,000

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.