Apply on Employer Site

Fidelity Investments · 1 day ago

Retirement Analyst, Fidelity Workplace Consulting

Roanoke, TX

Full-time

Hybrid

Mid, Senior Level

$67K/yr - $127K/yr

5+ years exp

Fidelity Investments is a leading financial services firm, and they are seeking a Retirement Analyst to join their Center of Excellence Back Office Administration Team. This role focuses on the administration of defined benefit pension plans, including processing transactions, performing benefit calculations, and providing exceptional customer service to clients and participants.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Acting as a subject matter expert on end-to-end administrative processes, participant issue resolutions, disbursements, and data updates

Serving as an expert on multiple clients’ plan provisions, processes, and calculations (including maintaining documentation on these items)

Completing client requests, responding to participant inquiries, and analyzing/solving data and other complex issues

Participating in special projects (e.g., new client implementations, divestitures, mergers, corporate actions, etc.) related to DB administration services

Performing peer-review of work completed by other team members to ensure the product is accurate and of the highest quality

Reading and interpreting client plan documents/amendments, sample calculations, SPDs, plan provisions, plan administration manuals, and other documentation

Analyzing, reviewing, and guiding client teams to the resolution of escalated client or participant issues

Coaching and mentoring junior staff

Qualification

Defined benefit experienceMathematical skillsAnalytical skillsMicrosoft ExcelPension administration softwareProblem-solving skillsCritical thinkingCommunication skillsLeadership skillsOrganizational skills

Required

Bachelor's Degree or equivalent work experience

5+ years of defined benefit experience working for a benefits consulting firm or plan sponsor

Excellent mathematical and analytical skills

Exemplary critical thinking and problem-solving skills

Ability to balance and prioritize multiple projects in a fast-paced work environment

Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality

Technically inclined with Microsoft Excel and Word applications

Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications

Ability to query, modify, set-up, and review test cases used to test pension administration systems (including data, calculations, forms & letters, disbursements, etc.)

Experience working with pension disbursements – this includes initial pension payment set-ups, changes, stops, death processing, and reconciliations

Preferred

Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value

Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success

Resourceful and Organized: Adept at juggling multiple priorities—while staying focused and organized

Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally

Comfortable with Ambiguity: Excel in environments where the path isn't always clear, using strategic thinking and adaptability to navigate uncertainty

Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders

Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal