Consultant, Actuary jobs in United States
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Fidelity Investments · 1 day ago

Consultant, Actuary

positionEnglewood, CO
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$89K/yr - $180K/yr
date5+ years exp

Fidelity Investments is seeking an experienced actuarial consultant to join their team in a fast-paced consulting environment. The role involves advising clients on retirement and benefit programs, leading pension valuations, and collaborating with internal teams to implement effective solutions.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

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

A.S.A.F.S.A. credentialsBenefit program design knowledgeInterpersonal skillsLeadership skillsCritical thinkingProblem-solving skillsProject prioritizationCollaboration skillsSelf-motivation

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 Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Recent News

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Company data provided by crunchbase