Fidelity Bank ยท 1 day ago
Consultant, Actuary
Fidelity Bank is seeking an experienced actuarial consultant to join their team in a fast-paced consulting environment. The role involves providing expert advice on retirement and benefit programs, leading pension valuations, and collaborating with clients to develop effective solutions.
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Responsibilities
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 deadlines. Provide comprehensive documentation on your clients
Preparing responses to RFPs and RFIs for new prospects and participate in 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
Qualification
Required
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 demonstrate experience in leading enhanced client relationships
Strong critical thinking and problem-solving skills
Leader with self-motivation and determination to succeed
Strong ability to balance and prioritize multiple projects in a fast-paced work environment
Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality
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
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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