• Providing pension administration services for a designated group of clients
• Interacting with a diverse group within Fidelity, and being a key contributor to the team environment and services provided to Fidelity's client base
• Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work
• Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates
• Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice
• Assisting with client documentation and procedures updates
• Leading participant and client request workflows, including researching and resolving complex or critical customer issues
• Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions
• Providing support for project related tasks

The Expertise and Skills You Bring

• Bachelor's Degree or equivalent work experience
• Solid grasp of Defined Benefits administration and Defined Benefits systems
• Strong mathematical, analytical, and intuitive skills - including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD's, and other documentation
• Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards
• Strong interpersonal skills and attention to detail
• High integrity and discretion to ensure the confidentiality of private client and participant data
• Strong written and verbal communication skills
• Strong PC software skills (i.e. - Excel, Outlook, Word, and Access)
• Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension (and possibly post-retirement health and welfare) transactions.
• This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work.
• In addition to regular responsibilities, this individual will be charged with the following:
  • Work directly with other Center of Excellence members to accomplish specific goals and initiatives
  • Collaborate across the company to efficiently move the work forward

The Team

This role will reside within Workplace Consulting's Center of Excellence (COE) organization. The Fidelity Workplace Consulting Group is composed of over 400 professionals who administer and advise clients on their retirement benefits. We are a part of a fast-growing business within Fidelity providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, delivery, and administration.

The base salary range for this position is $53,000-$102,000 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:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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, detailed in this document, 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.

We invite you to Find Your Fidelity at fidelitycareers.com.

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.

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.