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About the Role

As a Senior Associate within our Health & Welfare Consulting practice, you will play a key role in delivering strategic and analytical support to clients across a broad range of employee benefits initiatives. You will help develop and implement solutions that enhance benefit programs while supporting clients' workforce and business objectives.

Responsibilities

• Collect, organize, validate, and analyze data to inform client recommendations, support project deliverables, and enable strategic decision making.
• Support the annual renewal process, including data gathering, financial analysis, carrier negotiations, and final recommendations.
• Assist in the development of health and welfare program budgets, contribution strategies, premium equivalent rates, and other financial projections for self-funded plans.
• Support vendor management activities, including RFP development, proposal evaluation, vendor comparisons, implementation support, and performance monitoring.
• Assist in negotiating rates, contractual provisions, and performance guarantees with carriers and benefit vendors.
• Apply knowledge of the health and welfare marketplace, including health plans, administrators, and specialty vendors, to support client recommendations and business development efforts.
• Build and maintain strong working relationships with colleagues, clients, vendor partners, and internal stakeholders.
• Maintain organized and accurate client documentation, including contracts, SPDs, employee communications, project plans, and meeting records.
• Own project tracking and documentation, including status updates, timelines, key decisions, and issue resolution.
• Proactively communicate risks, scope changes, resource constraints, or timeline concerns to project leaders.
• Prepare client deliverables, including presentations, reports, proposals, financial models, spreadsheets, and employee communication materials.
• Collaborate effectively with colleagues across the practice, region, and broader organization to deliver integrated client solutions.
• Mentor and support the development of junior associates through coaching, knowledge sharing, and collaborative project work.
• Foster a culture of transparency, teamwork, and continuous improvement by sharing information, seeking feedback, and contributing to team best practices.
• Continuously expand technical expertise and industry knowledge through professional development, training, and active participation in client engagements.

Requirements

• 2-5 years of experience in benefit plan design and funding.
• Background may encompass either consulting, plan sponsors or vendor organizations.
• Strong Microsoft Office PC skills in Excel, Word, and PowerPoint
• Experience with self-insured underwriting is required.

Skills

• Analytical skills
• Problem-solving skills
• Project management skills
• Intellectual curiosity
• Attention to detail
• Ability to build effective relationships
• Microsoft Office PC skills in Excel, Word, and PowerPoint
• Self-insured medical underwriting

Location

• Onsite

Work Type

• Full-time

Experience Level

• Senior Associate
• 2-5 years of experience

Education Level

• Bachelor’s degree
• Actuarial exam completion and/or accreditation preferred

Salary/Compensations

• $80,000-$153,000 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

• Our health and welfare consulting team at Fidelity provides a unique experience for candidates looking to grow their consulting career.
• Our value proposition to associates is centered on three important qualities: We faithfully serve our clients’ needs. Our work is oriented toward problem solving, and we always do what is best for our clients.
• We offer a fast-paced work environment and flat-working teams. You will work with our most senior leaders on a daily basis. You will learn from industry leaders with 20+ years of industry experience.
• Meaningful client exposure. We believe it is important for our associates to start working directly with our clients early in their Fidelity careers to develop strong relationships. As such, we provide opportunities for all consultants to gain valuable client exposure and help us build lasting client relationships.
• Fidelity Workplace Consulting is composed of over 600 professionals who advise clients on 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.
• For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting

Equal Opportunity

• Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
• Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.