Jobs · Finance

Vice President & Actuary, Fidelity Workplace Consulting - Health & Welfare

Fidelity Investments · Merrimack, NH · 1 mo ago
RemoteRemoteFinance$130k–$264k/yrFull-time

About the role

The Fidelity Health and Welfare (H&W) Consulting Team provides a unique experience for senior candidates looking to lead a different consulting practice. Our team focuses on three key areas: client focus, collaboration, and leadership.

Responsibilities

  • Lead the development and presentation of strategic recommendations to clients on an annual basis
  • Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
  • Provide overall accountability to our clients for our analytical and actuarial deliverables
  • Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support
  • Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings, and the development of new offerings
  • Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients
  • Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
  • Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
  • Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs
  • Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested

Requirements

Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm.

Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services.

Experience engaging all available resources to address client problems (resourceful & scrappy).

Strong client relationship management skills, including excellent communication and responsiveness.

Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders.

Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.

Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service.

Qualifications

Actuarial credentials required, FSA strongly preferred.

Skills

  • Resourceful and scrappy
  • Excellent communication and responsiveness
  • Ability to communicate sophisticated financial results to client stakeholders
  • Knowledge of health insurance and benefits industry, its practices and applicable laws/regulations
  • Ability to independently develop and facilitate strategy discussions
  • Mentoring junior associates and leading teams to facilitate excellent client service

Benefits

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.

Pay

The base salary range for this position is $130,000-$264,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

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.

Similar jobs