Jobs · Sales · Colorado

Consultant, Actuary

Fidelity Investments · Englewood, CO · 2 wk ago
On-siteSales$89k–$180k/yrFull-time

About the role

We are seeking an experienced actuarial consultant to join our team-centric, fast-paced consulting environment. Your primary responsibility will be advising Chief Financial Officers and Human Resource Officers of mid to large-size companies on their retirement and other benefit programs.

Responsibilities

  • Review and lead annual pension valuations for clients
  • Manage and train associates and analysts to enhance staff development
  • Handle client budgets and set expectations and deadlines
  • Prepare comprehensive documentation on clients
  • Respond to RFPs and RFIs for new prospects
  • Collaborate with internal business partners to develop and implement effective solutions

Requirements

  • 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
  • Knowledgeable in benefit program design, legislative, accounting, and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS)
  • Proven interpersonal and leadership skills, including the ability to build relationships at multiple organizational levels
  • Outstanding collaboration skills and experience in leading enhanced client relationships
  • Strong critical thinking and problem-solving skills
  • Self-motivated and determined to succeed
  • Able to balance and prioritize multiple projects in a fast-paced work environment
  • Able to work within budgeted timeframes to maintain client profitability without sacrificing quality

Qualifications

  • Knowledgeable in benefit program design, legislative, accounting, and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS)
  • Proven interpersonal and leadership skills, including the ability to build relationships at multiple organizational levels
  • Outstanding collaboration skills and experience in leading enhanced client relationships
  • Strong critical thinking and problem-solving skills
  • Self-motivated and determined to succeed
  • Able to balance and prioritize multiple projects in a fast-paced work environment
  • Able to work within budgeted timeframes to maintain client profitability without sacrificing quality

Skills

  • Leadership
  • Collaboration
  • Critical thinking
  • Problem-solving

Benefits

  • Comprehensive health care coverage
  • 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

Pay

The base salary range for this position is $89,000 - $180,000 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.

Schedule

Fidelity’s Onsite Working Model: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Contact

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.

Note

Note: Fidelity will not provide immigration sponsorship for this position. 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.

For more information

For more information about Fidelity Workplace Consulting, please visit this link: FidelityWorkplace.com/WorkplaceConsulting.

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