Full-Time

Director – Defined Benefit Senior Data Consultant

Fidelity Workplace Consulting

Updated on 5/29/2026

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment services and market data provider

Compensation Overview

$110k - $222k/yr

No H1B Sponsorship

Remote in USA + 6 more

More locations: Westlake, TX, USA | Smithfield, RI, USA | Chicago, IL, USA | Merrimack, NH, USA | Greenwood Village, CO, USA | Cincinnati, OH, USA

Remote

Category
Business & Strategy (1)
Required Skills
Human Resources Information System (HRIS)
Requirements
  • 10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
  • 3 years+ of business development experience
  • 3 years+ focused on program/project management
  • Implementation experience preferred
  • Understanding of Defined Benefit plans and administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
Responsibilities
  • Building, managing, and growing client relationships by delivering an outstanding level of customer satisfaction with every engagement.
  • Owning the creation and delivery of benefit adding proposals, up to and including client contract sign-off and approval.
  • Ensuring project team members deliver realistic project plans including scope, duration, and effort.
  • Providing oversight to the program to ensure it is aligned to the strategy, plan, and budget.
  • Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
  • Identifying, defining, acquiring, digesting, and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization.
Desired Qualifications
  • Implementation experience preferred
  • Defined Benefit plans and administration knowledge, including Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus

Fidelity Investments provides financial services and tools that connect people to markets and their money. It offers market data and trading tools delivered across devices, such as Market Monitor for Google Glass, Windows Phone, FiOS, and iPad, with customizable watch lists and chart visualizations. Fidelity differentiates itself by combining a long-running brokerage platform with Fidelity Labs’ experimentation and cross-device data delivery, plus visualization-focused features. Its goal is to make market information and trading tools easily accessible so customers can stay informed and act on their financial decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$240.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Retirement and 401(k) management remain core growth engines for long-duration customer relationships.[2][5]
  • The company’s massive asset base supports recurring fee income across market cycles.[1][3]
  • Recent technology restructuring aims to speed product delivery and improve engineering efficiency.

What critics are saying

  • The August 2024 data breach settlement extends legal, remediation, and reputational exposure into 2026.
  • Workforce cuts in technology and product teams can slow releases and weaken platform reliability.
  • Market downturns directly pressure fee revenue because Fidelity depends heavily on asset-based management.

What makes Fidelity Investments unique

  • Fidelity combines brokerage, mutual funds, retirement services, and wealth management under one platform.[1][5]
  • Its scale spans 40 million investors and trillions in assets, creating strong distribution leverage.[1][2]
  • Fidelity Labs has historically tested consumer-facing digital tools before broader product rollout.

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Your Connections

People at Fidelity Investments who can refer or advise you

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

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Understanding Fidelity Gold IRA: A comprehensive guide.

Understanding Fidelity Gold IRA: A comprehensive guide. In recent years, interest in alternative investment options, especially gold, has surged among investors looking to diversify their portfolios and hedge against inflation. In recent years, interest in alternative investment options, especially gold, has surged among investors looking to diversify their portfolios and hedge against inflation. One of the most popular methods for investing in gold is through a Gold Individual Retirement Account (IRA). Fidelity Investments, a well-known financial services corporation, offers a Gold IRA option that allows investors to include physical gold as part of their retirement savings. This report provides an overview of Fidelity Gold IRA, its benefits, investment options, and considerations for potential investors. What is a Gold IRA? A Gold IRA is a type of self-directed Individual Retirement Account that allows investors to hold physical best gold ira companies in usa (bwjobs4graduates.online) and other precious metals as part of their retirement portfolio. Unlike traditional IRAs, which typically include stocks, bonds, and mutual funds, a Gold IRA enables investors to diversify their assets by adding tangible commodities. This can be particularly appealing during times of economic uncertainty when traditional investments may be more volatile. Fidelity Gold IRA overview. Fidelity Investments offers a variety of retirement accounts, including the option to invest in gold ira companies near me through a Gold IRA. Fidelity Gold IRA allows investors to purchase physical gold bullion, coins, and other precious metals, which are then stored in a secure facility. Fidelity acts as the custodian for these assets, ensuring compliance with IRS regulations and providing account management services. Benefits of Fidelity Gold IRA. * Diversification: Adding top 10 gold ira companies to a retirement portfolio can help diversify investments, reducing overall risk. Gold often performs well during economic downturns, making it a valuable asset for risk management. * Inflation Hedge: Gold is often considered a hedge against inflation. As the value of currency decreases, gold tends to retain its value, providing a safeguard for retirement savings. * Tax Advantages: Like traditional IRAs, contributions to a Gold IRA can be tax-deductible, and the growth of investments is tax-deferred until withdrawal, allowing for potential tax savings over time. * Tangible Asset: Gold is a physical asset that investors can hold, unlike stocks or bonds. This tangibility can provide a sense of security for some investors, knowing they own a real, valuable commodity. * Professional Management: Fidelity provides professional management and custodial services for Gold IRAs, ensuring that investors' assets are secure and compliant with IRS regulations. Investment options. Fidelity Gold IRA allows investors to choose from a variety of gold products, including: * Gold Bullion: These are bars or ingots of gold that meet specific purity standards set by the IRS. Investors can purchase gold bullion in various weights. * Gold Coins: Investors can also opt for government-issued gold coins, such as the American Gold Eagle or the Canadian Gold Maple Leaf. These coins what are the best gold ira companies recognized for their purity and are easily tradable. * Other Precious Metals: In addition to gold, Fidelity Gold IRA may also allow investments in other precious metals, such as silver, platinum, and palladium, broadening investment opportunities. Considerations for investors. While a Fidelity Gold IRA offers numerous benefits, there are several considerations that potential investors should keep in mind: * Fees and Costs: Investors should be aware of the fees associated with setting up and maintaining a Gold IRA. This may include custodian fees, storage fees for physical assets, and transaction fees for buying or selling gold. * IRS Regulations: Gold IRAs are subject to strict IRS regulations regarding the type of gold that can be held in the account. Investors must ensure that their gold investments meet the required purity standards to avoid penalties. * Market Volatility: While gold is often viewed as a stable investment, its price can still be subject to market fluctuations. Investors should be prepared for potential volatility in the value of their gold holdings. * Liquidity: Selling physical gold may not be as straightforward as selling stocks or bonds. Investors should consider the liquidity of their gold investments and the potential time and costs involved in selling. * Long-term Commitment: A Gold IRA is designed for long-term retirement savings. Investors should be prepared to hold their gold investments for an extended period to maximize potential returns. How to open a Fidelity Gold IRA. Opening a Fidelity Gold IRA involves several steps: * Research and Education: Investors should educate themselves about gold investing and the specifics of Gold IRAs. Understanding the benefits, risks, and regulations is crucial. * Choose a Custodian: Fidelity serves as the custodian for Gold IRAs, so investors will need to establish an account with them. This may involve filling out necessary forms and providing identification. * Fund the Account: Investors can fund their Gold IRA through contributions, rollovers from existing retirement accounts, or transfers from other IRAs. Fidelity will provide guidance on the funding process. * Select Gold Investments: Once the account is funded, investors can choose their preferred gold products, whether bullion or coins. Fidelity will facilitate the purchase and storage of these assets. * Monitor and Manage: Investors should regularly monitor their Gold IRA and stay informed about market trends and changes in gold prices. Fidelity provides account management tools and resources to help investors track their investments. Conclusion. A Fidelity Gold IRA offers investors a unique opportunity to diversify their retirement portfolios by including physical gold and other precious metals. With potential benefits such as inflation protection, tax advantages, and professional management, a Gold ira investing best gold ira companies can be an appealing option for those looking to secure their financial future. However, it is essential for investors to conduct thorough research, understand the associated costs and regulations, and consider their long-term investment goals before opening a Gold IRA. By doing so, they can make informed decisions that align with their financial aspirations and retirement plans.