Posted 18 days ago
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**Defined Contribution Consultant** at Fidelity: Consult with large DC clients to align retirement programs with business goals, develop and deliver solutions. Bring resilience, initiative, strong quantitative skills, and 6+ years in retirement benefits/consulting. Expect a hybrid work schedule.
- Compensation
- $89,000 – $180,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Consultant in Workplace Consulting (Retirement Practice), you will be consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating strategic discussions with clients to understand their retirement plan needs, then developing, implementing, and delivering projects which solution for those requirements. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple prioritieswhile staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
The Expertise and Skills You Bring
Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
6+ years of experience in retirement benefits industry and/or consulting large companies. QKA, QKC, or CEBS exams (a plus)
Well-practiced knowledge of qualified Defined Contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration
Experience and/or strong understanding in ascertaining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans
Experience with reading and interpreting qualified plan documents, SPDs, and other required employee benefit plan material
Strong capability to balance and prioritize multiple projects in a fast-paced work environment
Strong critical thinking and problem-solving skills
Strong oral and written communication skills
Experience with IRS/DOL correction programs and submissions (a plus)
The Team
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Hybrid work schedule
Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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