Consultant, Actuary at Fidelity Investments

Greenwood Village, Colorado, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, ConsultingIndustries

Requirements

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 experience in leading enhanced client relationships
Strong critical thinking and problem-solving skills
Self-motivation and determination to succeed as a leader
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

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
Providing comprehensive documentation on clients
Preparing responses to RFPs and RFIs for new prospects and participating 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 clients

Skills

Actuarial Consulting

Pension Valuations

ERISA

PPA

IRS

DOL

PBGC

FAS

Benefit Program Design

Plan Terminations

Mergers & Acquisitions

Compliance

Plan Amendments

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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