Consultant, Actuary

Fidelity • Boston, MA

4d

About The Position

Fidelity is seeking an experienced actuarial consultant to advise Chief Financial Officers and Human Resource Officers at mid-to-large companies on retirement and other benefit programs. The role involves leading client work in a collaborative, fast-paced consulting environment, developing client relationships, and delivering benefit-program solutions. The Fidelity Workplace Consulting Group has more than 600 professionals advising clients on domestic and global benefits, including organizations ranging from Fortune 50 companies to tax-exempt entities and Fortune 2000 companies.

Requirements

• ASA, EA, or FSA credential, with EA credentials stated in the posting.
• 5–10+ years of experience at a pension and/or benefit consulting firm.
• Knowledge of benefit-program design and legislative, accounting, and regulatory requirements, including ERISA, PPA, IRS, DOL, PBGC, and FAS.
• Proven interpersonal and leadership skills, including the ability to build relationships at multiple organizational levels.
• Strong collaboration skills and experience leading enhanced client relationships.
• Strong critical-thinking and problem-solving skills.
• Self-motivation and determination to succeed.
• Ability to balance and prioritize multiple projects in a fast-paced work environment.
• Ability to work within budgeted timeframes while maintaining client profitability without sacrificing quality.
• Fidelity will not provide immigration sponsorship for this position.

Responsibilities

• Review and lead annual pension valuations for clients.
• Manage projects involving plan terminations, mergers and acquisitions, compliance, plan amendments, and plan design.
• Train associates and analysts to support their continued development.
• Manage client budgets and set expectations and deadlines.
• Provide comprehensive documentation for clients.
• Prepare responses to RFPs and RFIs for prospective clients and participate in new-business meetings as needed.
• Collaborate with internal business partners across subject areas to develop and implement effective client solutions.
• Advise company CFOs and HR officers regarding retirement and other benefit programs.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources for career development
• Potential bonus or other variable compensation, depending on position and eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed