Defined Contribution Senior Consultant

Sr. Consultant In Workplace Consulting (Retirement Practice)

The Role

As a Sr. Consultant in Workplace Consulting (Retirement Practice), you will be consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.

Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships.

You bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.

• High-reaching and Creative:
  Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
• Standout Colleague:
  Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
• Resourceful and Organized:
  Adept at balancing multiple priorities—while staying focused and organized.
• Proactive and Curious:
  Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
• Thrive in ambiguous situations:
  Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
• Strong Communicator:
  Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
• Leadership-Oriented:
  Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.

The Expertise and Skills You Bring

• Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
• 12+ years of experience in retirement benefits industry and/or consulting large companies. QKA, QKC, CPC or CEBS exams (a plus)
• Well-practiced knowledge of qualified Defined Contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration
• Experience and/or strong understanding in ascertaining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans
• Experience with reading and interpreting qualified plan documents, SPDs, and other required employee benefit plan material
• Experience in leading client relationships, and identifying opportunities to grow those relationships
• Experience with IRS/DOL self-corrections correction programs (e.g. EPCRS)
• Strong capability to balance and prioritize multiple projects in a fast-paced work environment
• Strong critical thinking and problem-solving skills
• Strong oral and written communication skills
• Outstanding partnership skills and ability to inventively influence others across groups

The 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:

Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $110,000-$222,000 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 se benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and…