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Company | Fidelity Investments |
Address | Greenwood Village, CO, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-25 |
Posted at | 10 months ago |
2030443-3
- 7-10+ years of experience in a pension and/or benefit consulting firm
- A.S.A., E.A. or F.S.A., E.A. credentials
- You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
- You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships
- You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
- You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
- You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
- You are a leader with self-motivation and determination to succeed
- You have strong critical thinking and problem-solving skills
- Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
- Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
- Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
- Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed.
- Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients.
- Training associates and analysts to ensure continued development of the staff.
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