Fidelity Investments · 2 weeks ago
Senior Consultant, Actuary
United States
Full-time
Remote
Senior Level
$110K/yr - $222K/yr
10+ years expFidelity Investments is seeking an expert Actuarial Consultant to join their team-centric consulting environment. The role involves providing advice on retirement and benefit programs, leading pension valuations, training staff, and collaborating with internal partners to develop effective solutions for clients.
FinanceWellnessPaymentsAsset ManagementFinancial ServicesRetirementTrading PlatformWealth Management
No H1B
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 timelines
Preparing responses to RFPs and RFIs for new prospects and participate in leading 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
10+ years of proven expertise in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting, and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS)
You have shown interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding teamwork skills and strength in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
Preferred
A.S.A., E.A. or F.S.A., E.A. credentials preferred
Benefits
Bonus or other variable compensation
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
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Eric Wells
Senior Vice President - Technology Compliance
Recent News
ETF Express
2026-07-12
2026-07-10
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