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Vice President, Fidelity Workplace Consulting - Health & Welfare

ExperiencedNo visa sponsorship
Fidelity Investments logo

at Fidelity Investments

Asset Management

Posted 8 days ago

No clicks

**Vice President, Fidelity Workplace Consulting - Health & Welfare**: Lead comprehensive H&W support, innovate solutions, and mentor teams. 15+ years in H&W, proven consulting experience, and strong client management skills required. Collaborate cross-functionally, drive strategic recommendations, and expand H&W client base. Join Fidelity's diverse 600+ professional team serving Fortune 1000 clients.

Compensation
$130,000 – $264,000 USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:

1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.

2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.

3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.

The Role

You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:

  • Lead the development and presentation of strategic recommendations to clients on an annual basis

  • Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems

  • Provide overall accountability to our clients for our strategic, analytical and financial deliverables

  • Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support

  • Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings

  • Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients

  • Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery

  • Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice

The Expertise and Skills You Bring

  • Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm

  • Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services

  • Experience engaging all available resources to address client problems (resourceful & scrappy)

  • Strong client relationship management skills, including excellent communication and responsiveness

  • Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders

  • Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.

  • Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)

The Team

The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of 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 $130,000-$264,000 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.

Certifications:

Category:

Consulting

Apply

All fields are required.

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.

Benefits

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.

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search

Vice President, Fidelity Workplace Consulting - Health & Welfare

Compensation

$130,000 – $264,000 USD

City: Not specified

Country: United States

Fidelity Investments logo
Asset Management

8 days ago

No clicks

at Fidelity Investments

ExperiencedNo visa sponsorship

**Vice President, Fidelity Workplace Consulting - Health & Welfare**: Lead comprehensive H&W support, innovate solutions, and mentor teams. 15+ years in H&W, proven consulting experience, and strong client management skills required. Collaborate cross-functionally, drive strategic recommendations, and expand H&W client base. Join Fidelity's diverse 600+ professional team serving Fortune 1000 clients.

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:

1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.

2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.

3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.

The Role

You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:

  • Lead the development and presentation of strategic recommendations to clients on an annual basis

  • Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems

  • Provide overall accountability to our clients for our strategic, analytical and financial deliverables

  • Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support

  • Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings

  • Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients

  • Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery

  • Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice

The Expertise and Skills You Bring

  • Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm

  • Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services

  • Experience engaging all available resources to address client problems (resourceful & scrappy)

  • Strong client relationship management skills, including excellent communication and responsiveness

  • Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders

  • Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.

  • Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)

The Team

The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of 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 $130,000-$264,000 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.

Certifications:

Category:

Consulting

Apply

All fields are required.

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.

Benefits

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.

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.

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job

Return to job search