Fidelity Bank · 1 day ago
Director, Pension Benefit Consultant
Merrimack, NH
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expFidelity Bank is seeking a Director, Pension Benefit Consultant who will be the lead Defined Benefit specialist. The role involves understanding client DB Plan provisions and collaborating with various teams to ensure accurate pension calculations for clients.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Understanding and documenting client’s DB Plan benefit calculation provisions
Working with the internal Fidelity project team to test and deliver requirements and calculation engine
Building a link between the client and internal Fidelity resources
Acting as the go-to resource among the project team for all DB-specific matters
Leading client review meetings and conference calls
Leading issue resolution
Crafting a comprehensive test plan to ensure DB participant calculations are accurate
Working with developers to debug and certify the DB participant benefit calculations
Working with data analysts to validate the client participant data is correct and complete
Training the ongoing operations team in all DB calculation aspects
Qualification
Required
Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years
Strong analytical skills, attention to detail
Strong consultative skills
Work within a project matrix, able to handle time effectively
Working understanding of pension laws and regulations
Solid DB experience having worked with a wide variety of DB Plans and features
Actuarial expertise
Ability to document the benefits of a DB plan in extensive, complete detail
Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans
Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations
Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes
Your experience problem solving, and finding solutions all parties can move forwards with
Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget
Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets
Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation
Ability to detect and surface problems and obstacles and lead the team to resolution
Preferred
Actuarial designations (EA, ASA) a plus but not required
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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