Defined Contribution Senior Consultant

Fidelity Investments•Greenwood Village, CO

8d•$110,000 - $222,000•Onsite

About The Position

As a Sr. Consultant in Workplace Consulting (Retirement Practice), you will be 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. This includes facilitating strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. You bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized. Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators. Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.

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

Nice To Haves

QKA, QKC, CPC or CEBS exams

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.
Creative solutioning for new and prospective clients.
Growing existing client relationships.