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Fidelity Investments

Manages investments and workplace retirement plans

Actuary Consultant

Human Capital & Change ConsultingConfirmed live in the last 24 hours
Full-time$89k - $180k /yr

About the Job

Requirements

  • Hold A.S.A., E.A., or F.S.A., E.A. credentials.
  • Have 5-10+ years of experience in a pension and/or benefit consulting firm.
  • Be knowledgeable in benefit program design and legislative, accounting, and regulatory requirements, including ERISA, PPA, IRS, DOL, PBGC, and FAS.
  • Demonstrate the ability to build relationships at multiple organizational levels and lead enhanced client relationships.
  • Demonstrate critical thinking and problem-solving skills.
  • Be able to balance and prioritize multiple projects in a fast-paced work environment.
  • Be able to work within budgeted timeframes while maintaining client profitability and quality.

Responsibilities

  • Provide advice to chief financial officers and human resource officers of mid- to large-sized companies regarding retirement and other benefit programs.
  • Review and lead annual pension valuations for clients, along with projects such as plan terminations, mergers and acquisitions, compliance, plan amendments, and plan designs.
  • Train associates and analysts to support continued staff development.
  • Handle client budgets, set expectations and client deadlines, and provide comprehensive client documentation.
  • Prepare responses to requests for proposals and requests for information for new prospects, and participate in new-business meetings as needed.
  • Collaborate with internal business partners across diverse subject areas to develop and implement solutions for clients.

About the Company

Fidelity Investments

Manages investments and workplace retirement plans

Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$250.4B
Headquarters
Boston, MA
Founded
1946

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