Senior Retirement Analyst, Center of Excellence

You will be responsible for managing the manual and non-automated calculations for multiple Defined Benefit (DB) clients, business reporting, adhering to contractual obligations, and facilitating internal scale & efficiency initiatives for your assigned clients. Other key responsibilities for this position include owning many aspects of peer review and final approval. You will support the COE’s interests in collaborating with the cross product/functional subject matter experts, and other lines of business.

You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for:

Analyzing, performing, and reviewing non-automated complex calculations manually (e.g., determination of historical service values, calculation of historical accrued benefits, etc.)10+ years of defined benefit experience working for a benefits consulting firm or plan sponsor

Excellent mathematical and analytical skills

Exemplary critical thinking and problem-solving skills

Ability to query, modify, set-up, and review test cases used to test pension administration systems Experience actively gathering information from clients and third parties, framing questions, and covering all possible scenarios under the DB Plans
** Collaborative Team Player**:
Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.
** Leadership-Oriented**:
Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal. This role will reside within Workplace Consulting’s Center of Excellence (COE) organization on the Historical Calc 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:
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