Job Description:

The Role

The Senior Retirement Analyst is responsible for the administration of defined benefit (DB) retirement plans on behalf of our clients and their participants. Our great team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience!

This role is responsible for:

analyzing, performing, and reviewing non-automated complex calculations manually, completing client requests, responding to participant inquiries and analyzing/solving data and other complex issues (e.g., determination of historical service values, calculation of historical accrued benefits, etc.)

participating in special projects (e.g., new client implementation, divestitures, mergers, corporate actions, etc.) related to the provision of ongoing administrative services.

providing a full range of administrative and operational support services to a variety of clients and plan participants in a fast-paced environment.

performing the final quality review of work completed by other team members to ensure the finished product is accurate and of the highest quality.

Reading client plan documents, sample calculations, SPDs, valuation file specifications

The Expertise and Skills You Bring

Bachelor’s Degree preferred

5+ years of demonstrated defined benefit experience in a pension and benefit consulting firm or related industry

Diligent with excellent mathematical and analytical skills

Leadership, mentoring, and coaching ability

You have both strong critical thinking and problem-solving skills

You’re a leader with self-motivation and determination to succeed

You possess and consistently exhibit strong written and verbal communications skills to external customers (client and participant contacts) in addition to internal business partners

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

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

Experience reviewing and working with pension plan documents, plan administration manuals, and calculation rules/procedures.

Able to follow existing procedures and when necessary, able to outline and establish new procedures for unique projects and situations

Technically inclined with Microsoft Excel and Word experience. Visual Basic programming and ProAdmin software experience is also advantageous but not vital.

Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets

Ability to craft, set up, and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations

Leading the discovery and learning of the mechanics of how the client’s DB Plans operate

Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans

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

$64,000 – $100,000

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

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.