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About the Role

Consult with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating strategic discussions, project development, implementation, and delivery. You will engage associates and encourage a satisfying and productive work atmosphere, and may be involved with creative solutioning for new and prospective clients and growing existing client relationships.

Responsibilities

Consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements.
Facilitating strategic discussions with clients to understand their business and employee benefit programs.
Project development, implementation, and delivery.
Engaging associates and encouraging a satisfying and productive work atmosphere.
Creative solutioning for new and prospective clients.
Growing existing client relationships.

Requirements

Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject.
12+ years of experience in retirement benefits industry and/or consulting large companies.
Well-practiced knowledge of qualified Defined Contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration.
Experience and/or strong understanding in ascertaining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans.
Experience with reading and interpreting qualified plan documents, SPDs, and other required employee benefit plan material.
Experience in leading client relationships, and identifying opportunities to grow those relationships.
Experience with IRS/DOL self-corrections correction programs (e.g. EPCRS).
Strong capability to balance and prioritize multiple projects in a fast-paced work environment.
Strong critical thinking and problem-solving skills.
Strong oral and written communication skills.
Outstanding partnership skills and ability to inventively influence others across groups.
Fidelity will not provide immigration sponsorship for this position.

Skills

Resilience
Initiative
Critical thinking
Self-starter
Ownership
Action-oriented
Continuous improvement
Curiosity
Creativity
Innovative solutions
Customer value
Teamwork
Valuing varied perspectives
Trust building
Shared success
Resourcefulness
Organization
Balancing multiple priorities
Focus
Proactive
Learning opportunities
Ambiguity tolerance
Astute reasoning
Flexibility
Clarity in communication
Confidence in communication
Alignment
Momentum building
Leadership
Vision
Accountability
Inspiring others
Mobilizing others

Location

Onsite

Work Type

Full-time

Experience Level

12+ years of experience

Education Level

Bachelor's Degree

Salary/Compensations

$110,000-$222,000 per year

Benefits

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources

About the Company

The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits.
We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery.
Many of our team leaders bring experience from other leading consulting firms.
While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000.
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!
We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
Fidelity Investments is an equal opportunity employer.

Equal Opportunity

Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.