Pension Analyst - Defined Benefit Core Markets

About the Role

In Workplace Investing, the Pension Analyst blends deep Defined Benefit domain expertise with a passion for teamwork, innovation, and client management. The Analyst will support the strategic direction of the business, lead highly complex issues to resolution, and work with domain professionals to implement client improvements and enhancements through corporate actions and change orders. They will also engage with other lines of business on projects that affect other Defined Benefit products and services.

Responsibilities

• Analyze, lead, and drive operational services and efficiencies to benefit clients and the organization's bottom line.
• Provide leadership on ad hoc client or internal projects requiring critical thinking and self-direction.
• Provide information and advice on plan documentation discrepancies and/or guidelines, including data, provisional, or other plan/client issues.
• Analyze, review, and guide client teams to resolve escalated client or participant issues.
• Serve as the day-to-day contact for clients and participants for problem resolution, transaction issues, and data questions, where applicable.
• Facilitate and/or participate in client meetings.
• Serve as a team leader and expert guide on multiple client plan processes, procedures, and calculations.
• Maintain client direction documents.
• Own and analyze operational issues, recommending business solutions based on knowledge of the client's plan design and system functionality.
• Work with internal teams to identify, analyze, and implement process and procedural changes based on new regulatory amendments and/or administrative improvements.
• Play a significant role in implementation, corporate actions, and/or other special projects in addition to providing ongoing services.
• Ensure defects are identified, corrected, and tested.

Qualifications

• Bachelor's Degree or equivalent work experience.
• 5-7+ years of defined benefit/pension plan administration experience.
• Experience in Project Management and/or Analytics.
• Ability to run queries, analyze and organize large amounts of data, identify root causes, and work towards solutions.
• Ability to balance day-to-day management of several project-related responsibilities and tasks, including highly prioritized requests.
• Demonstrated leadership ability with self-motivation, determination, and the ability to coach and mentor others.
• Strong mathematical and analytical skills, including the ability to perform complex manual calculations within Defined Benefit Plan structures.
• Proficiency with Microsoft Excel, Access, and working experience with data analytics.
• Client Management experience, including requirement discovery and solution design.

The Team

This role will reside within the Workplace Investing Defined Benefit Operations organization. You will be responsible for handling and overseeing the day-to-day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale & efficiency initiatives. You will support DB's interests in collaborating with cross-product/functional SMEs, the Center of Excellence, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.

Note: Fidelity is not providing immigration sponsorship for this position. 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.