Vice President, M&A HR Strategy Lead

Fidelity Investments•San Francisco, CA

59d•Hybrid

About The Position

Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive workplace consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy. As a Vice President in Workplace Consulting you will drive and lead client engagements to align retirement, health & welfare and global benefit program strategies ensuring smooth transitions for employees and the organization during a merger, acquisition or divestiture. This includes facilitation of complex strategy discussions with clients to understand their business as well as providing oversight on project implementation and delivery. Additionally, you will be involved with new business development, creative solutioning for new and prospective clients and cultivating existing client relationships. While working in a collaborative and dynamic work environment, you will have an opportunity to apply your leadership skills to help engage associates and encourage a satisfying and productive work atmosphere. The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of 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. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting

Requirements

Bachelor's Degree
15+ years of experience in employer benefits industry, with a focus on benefit program strategy and compliance during corporate mergers and acquisitions
Superior teamwork skills and ability to professionally influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
Proven leadership ability
Keen interest and commitment to help others succeed
Expert knowledge in evaluating employee benefit plans and programs during the M&A lifecycle, including compliance considerations, identification of risks and making recommendations for post-transaction entities
Demonstrated experience in supporting clients with due diligence reviews, risk mitigation during transition and implementation, strategic plan design and compliance consulting, and integration planning

Responsibilities

Leading new business efforts including collaborating cross-practice and across Fidelity to secure additional revenue for Workplace Consulting and the broader organization
Partnering with subject matter experts to develop comprehensive M&A benefit integration strategies
Creating sustainable and profitable client relationships
Ensuring and championing quality of work delivered to clients
Consulting on a wide variety of benefit topics, including employee/retiree educational issues and anticipating changing client needs, with a focus on mergers & acquisitions
Contributing to thought leadership on behalf of Fidelity and Workplace Consulting
Working with other practices in Workplace Consulting and across Fidelity to identify new opportunities and deliver integrated solutions
Mentoring associates within the Retirement practice and cross-practice

Benefits

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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