Fidelity-posted 2 days ago
Full-time • Executive
Hybrid • Boston, MA
5,001-10,000 employees

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.

  • 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
  • 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
  • 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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