Job Description:

Workplace Investing serves as the primary entry point into the Fidelity complex for a large portion of our clients. WI creates value for the Fidelity through Workplace savings and benefit solutions.

This position will be responsible for evaluating pricing and fees in Fidelity's Workplace Investing businesses for our Select, Large and Tax Exempt clients. The analyst uses marketplace knowledge, analytical skills and influencing skills to develop competitive pricing strategies that help acquire or retain clients, enhance product development and optimize profitability for long-term benefit. The position regularly presents pricing issues, risks and recommendations to Sales, Relationship Management, Segment Leaders and Finance.

The Expertise You Have

• College degree in Finance or Accounting

• 4+ years work and/or internship experience in a Finance role

 The Skills You Bring 

• Strong PC skills including MS Excel, PowerPoint and Word, with significant emphasis on Excel

• Proven analytical/problem solving abilities

• Attention to detail and accuracy are essential

• Excellent interpersonal skills including the ability to influence senior level positions

• Outstanding written and verbal communication skills

• Ability to prioritize multiple tasks and work independently

• Ability to show team leadership through collaboration with fellow team members

The Value You Deliver

• Analyze client pricing requests from Sales and Relationship Management for financial wellness and approval to proceed.

• Develop financial models and pricing proposals that conform to business guidelines to assist the Sales organization in acquiring new clients

• Evaluate existing client deals as changes occur to the plan and it’s participants, product offering, fee structure and/or other key underlying assumptions.

• Evaluate client specific metrics and challenge assumptions as appropriate to ensure that projected profitability and required fees are sufficient.

• Analyze financial information and pro-actively create alternative pricing scenarios that enhance win rate, strengthen client retention, minimize risk and improve profitability.

• Present pricing proposals to key business partners and Senior Management to gain consensus on steps moving forward.

• Continually prioritize requests to be completed based on a variety of factors including age, potential need for additional approvals, or client need

• Proactively raise pricing issues, trends and process improvement opportunities as appropriate.

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.