Fidelity Investments Logo

Fidelity Investments

Senior Associate, Actuary

Posted 18 Days Ago
Be an Early Applicant
5 Locations
76K-144K Annually
Mid level
5 Locations
76K-144K Annually
Mid level
The role requires managing pension valuations, designing benefits, and collaborating on projects while mentoring junior staff in a consulting environment.
The summary above was generated by AI

Job Description:

Role

Searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment.

The Expertise and Skills You Have

  • Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred

  • 2-4 years of experience in a pension and benefit consulting firm or related industry

  • Preferably at least 3-5 actuarial exams completed

  • Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA)

  • You have strong critical thinking and problem-solving skills

  • You are a leader with self-motivation and determination to succeed

  • You have excellent oral and written communication skills

  • You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment

  • You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality

  • Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance

  • Training and assisting Analysts to ensure the continued development of staff

  • Help with coordinating and managing projects and budgets

  • Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing)

  • Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies

  • Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients.

The Team

The Fidelity Workplace Consulting Group is composed of over 400 professionals who advise clients on the management of their domestic 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. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.

The base salary range for this position is $76,000-$144,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s 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 Fidelity’s 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.

Fidelity’s 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 every other week (all business days, M-F) in a Fidelity office.

Certifications:

Category:Consulting

Top Skills

Actuarial Science
Dol
Erisa
Fasb Asc 715
Fasb Asc 960
Irs
Mathematics
HQ

Fidelity Investments Boston, Massachusetts, USA Office

245 Summer St, Boston, MA, United States, 02210

Similar Jobs

33 Minutes Ago
Easy Apply
Hybrid
Chicago, IL, USA
Easy Apply
70K-90K
Mid level
70K-90K
Mid level
Fintech • Healthtech • Information Technology • Professional Services • Software • Analytics • Consulting
As a Consultant in Advisory Services, you will guide health systems in implementing the StrataJazz® Decision Support software, analyze data, and support project management to ensure successful outcomes.
Top Skills: ExcelSQLStratajazz
Yesterday
Hybrid
Chicago, IL, USA
87K-105K Annually
Junior
87K-105K Annually
Junior
Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
As a Consultant in Banking and Payments, you'll work with clients on strategy, operational performance, and digital transformation, utilizing agile methods in a fast-paced team setting.
Top Skills: ExcelPowerPoint
Yesterday
Hybrid
7 Locations
100K-150K Annually
Senior level
100K-150K Annually
Senior level
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Lead TransUnion's sustainability reporting efforts, develop processes, manage data collection, auditing, and stakeholder communication, with responsibilities across departments.
Top Skills: ExcelNasdaq-MetrioWatershedWorkiva

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account