Jobs · Finance

Senior Consultant, Actuary

Fidelity Investments · Roanoke, TX · 3 wk ago
RemoteRemoteFinance$110k–$222k/yrFull-time

About the role

We are searching for an expert Actuarial Consultant interested in building a career in a team centric fast paced consulting environment. 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 timelines. Preparing responses to RFPs and RFIs for new prospects and participating in leading 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.

Responsibilities

  • Provide advice to CFOs and HR officers on retirement and other benefit programs
  • Review and lead annual pension valuations
  • Manage and train associates and analysts
  • Handle client budgets and set expectations
  • Prepare responses to RFPs and RFIs
  • Collaborate with internal business partners
  • Develop and implement effective solutions for clients

Requirements

  • A.S.A., E.A. or F.S.A., E.A. credentials preferred
  • 10+ years of proven expertise in a pension and/or benefit consulting firm
  • Knowledgeable in benefit program design, legislative, accounting, and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS)
  • Interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
  • Outstanding teamwork skills and strength 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)
  • Interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
  • Outstanding teamwork skills and strength 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

  • Expertise in pension and benefit consulting
  • Ability to prepare responses to RFPs and RFIs
  • Strong collaboration and teamwork skills
  • Effective communication and problem-solving abilities
  • Ability to manage multiple projects simultaneously

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 $110,000-$222,000 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.

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