Consultant, Actuary

Fidelity Investments•San Francisco, California, United States•4mo ago

HybridPension DBReserving & ValuationProduct Development & Plan DesignRegulatory Reporting

Role Summary

HIGHLIGHTS

Senior retirement actuarial consultant in Fidelity's Workplace Consulting Group in Greenwood Village, CO. Lead annual pension valuations, advise CFOs/HR on retirement and benefit programs, and manage client engagements including plan terminations and M&A work. Requires 5+ years pension/benefit consulting experience and an ASA, FSA, or Enrolled Actuary credential.

JOB DESCRIPTION SUMMARY

Advise CFOs and HR leaders on retirement and benefit programs
Lead annual pension valuations and projects like plan terminations
Manage client budgets, RFP responses, and new business meetings
Train and develop associates and analysts on the consulting team
Hybrid role — Fidelity expects onsite work every other week

DOMAIN EXPERTISE

Pension and benefit consulting experience
Benefit program design and regulatory/accounting knowledge (ERISA/PPA/IRS/DOL/PBGC/FAS)
Leading annual pension valuations and plan terminations
Experience with mergers & acquisitions, compliance, and plan design
Client-facing consulting and relationship management

KEY REQUIREMENTS

5–10+ years of pension and/or benefit consulting firm experience
Must have ASA, FSA, or Enrolled Actuary (EA) credential
Knowledgeable in ERISA/PPA/IRS/DOL/PBGC/FAS regulatory and accounting rules
Proven client leadership and ability to build relationships with senior stakeholders
Eligible to work in the US without immigration sponsorship