Lead Retirement Administrator, Fidelity Workplace Consulting at Fidelity Investments

Westlake, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement ServicesIndustries

Requirements

Bachelor’s Degree or equivalent work experience
Interest in Defined Benefits administration and Defined Benefits systems
Strong mathematical, analytical, and intuitive skills – including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD’s, and other documentation
Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards
Strong interpersonal skills and attention to detail
High integrity and discretion to ensure the confidentiality of private client and participant data
Strong written and verbal communication skills
Strong PC software skills (i.e. – Excel, Outlook, Word, and Access)
Unique blend of resilience, initiative, and strategic thinking to thrive in fast-paced, ambiguous environments
Self-starter who takes ownership of challenges and opportunities, with a strong predisposition toward action and continuous improvement
Entrepreneurial and creative approach to problems
Collaborative team player who values diverse perspectives
Resourceful and organized, adept at juggling multiple priorities
Proactive and curious, actively seeking learning opportunities
Comfortable with ambiguity, using strategic thinking and adaptability
Strong communicator for clarity and alignment across stakeholders
Leadership-oriented with experience in roles requiring vision and accountability

Responsibilities

First-signing/processing pension, retirement, and post-retirement health & welfare transactions
Performing pension benefit calculations
Working with data
Creating forms & letters to communicate with participants and beneficiaries
Working with pension disbursements
Interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties
Providing pension administration services for a designated group of clients
Using product and client specific procedures when completing calculations to ensure accuracy and timeliness
Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates
Managing escalations and client critical issues, partnering closely with colleagues in the Retirement practice
Assisting with client documentation and procedures updates
Leading participant and client request workflows, including researching and resolving complex or critical customer issues
Proactively identifying client and participant trends and working with internal business partners to arrive at customer-centric solutions
Providing support for project related tasks

Skills

pension administration

Defined Benefits

benefit calculations

pension disbursements

data updates

mathematical skills

analytical skills

plan documents

participant issues resolution

client documentation

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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