Defined Contribution Associate

Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As an Associate in Workplace Consulting (Retirement Practice), you will be collaborating 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 handling projects, including defined contribution calculations, mergers & acquisitions support, retirement plan design analysis, preparing and delivering client presentations, and creating project plans to establish internal and external expectations. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage peers and encourage a satisfying and productive work atmosphere.

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 gain experience.
• 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.

The Expertise and Skills

• Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
• 0-3 years of experience in 401(k), 403(b) industry or benefits consulting
• Curiosity about pursuing ASPPA QKA or QKC (a plus)
• Skills required for the role:
• Curiosity about learning legislative and regulatory requirements (ERISA/IRS/DOL) for qualified and non-qualified defined contribution plan programs
• Strong interpersonal and leadership skills including the ability to establish relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations
• Strong critical thinking and problem-solving skills
• Strong oral and written communication skills
• Familiarity with spreadsheet and database programs
• Ability to learn quickly and develop sophisticated spreadsheets to perform quantitative analysis
• Ability to balance and prioritize multiple projects in a fast-paced work environment
• Outstanding collaboration skills

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: https://www.fidelityworkplace.com/s/workplaceconsulting.

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 $67,000-$127,000 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.

Certifications

Category

Consulting