Consultant, Actuary

Posted 8 Days Ago
Be an Early Applicant
6 Locations
85K-179K Annually
Senior level
Fintech
The Role
As an Actuarial Consultant, you will advise clients on retirement and benefit programs, conduct annual pension valuations, lead training sessions, manage client budgets, and prepare RFPs for new business opportunities. Collaboration and strong leadership skills are essential to enhance client relationships and ensure project delivery within timelines.
Summary Generated by Built In

Job Description:

Searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!

The Team

The Fidelity Workplace Consulting Group is composed of over 400 professionals who advise clients on the management of their domestic 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. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.

The Expertise You Have

  • A.S.A., E.A. or F.S.A., E.A. credentials
  • 5-10+ years of experience in a pension and/or benefit consulting firm

The Skills You Bring

  • You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
  • You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
  • You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships
  • You have strong critical thinking and problem-solving skills
  • You are a leader with self-motivation and determination to succeed
  • You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
  • You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality

The Value You Deliver

  • Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
  • Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
  • Training associates and analysts to ensure continued development of the staff.
  • Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients.
  • Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed.
  • Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients

The base salary range for this position is $85,000-$179,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Category:Consulting

Top Skills

A.S.A.
E.A.
F.S.A.
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The Company
HQ: Boston, MA
58,848 Employees
On-site Workplace
Year Founded: 1946

What We Do

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.

Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

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