Associate, Defined Contribution

Smithfield, RI

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Job Description:

Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.

The Expertise You Have

  • Bachelor's Degree in Mathematics, Economics, Business or another quantitatively rigorous subject preferred
  • 0-3 years of experience in 401(k), 403(b) industry or benefits consulting
  • Interest in pursuing QKA or QKC (a plus)

The Skills You Bring

  • Superior teamwork skills
  • Strong critical thinking and problem-solving skills
  • Excellent oral and written communication skills
  • Familiarity with spreadsheet and database programs
  • Ability to learn quickly and develop complex spreadsheets to perform quantitative analysis
  • Aptitude to balance and prioritize multiple projects in a fast-paced work environment
  • Interest in 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 build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations

The Value You Deliver

As an associate with Fidelity Workplace Consulting, you will be part of a team responsible for:

  • Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs,
  • Managing projects including defined contribution calculation, enhanced plan administration support, mergers & acquisitions, compliance, plan amendments and plan designs,
  • Preparing and delivering reports and client presentations, and
  • Creating project plans and setting internal and client team expectations.

The Team

The Fidelity Workplace Consulting Group is composed of over 400 professionals who advise clients on the management of their domestic and global 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. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting

Please see below for the salary range for work locations in Colorado only:

$50,000 – $85,000

This position is eligible for incentive compensation or an annual bonus opportunity.

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 Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” 

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources to support you at all stages of your life. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Backup dependent care
  • Maternity & parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave)
  • Dependent care flexible spending account (FSA)

Wellness Programs

  • On-site health & wellness centers
  • Fitness reimbursement program
  • Nutritional counseling
  • Healthy dining program

Retirement Planning

  • 401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible compensation.
  • For eligible associates, Fidelity may make an annual Profit Sharing contribution of up to 10% of your eligible compensation.*

Health & Insurance

  • Medical coverage
  • Dental & vision coverage
  • Disability Insurance
  • Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA)

Education Benefits

  • Student loan assistance – helping you pay down your loans so you can save on interest, with up to $15K in contributions
  • Tuition reimbursement program

* Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution.

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Fidelity creates a work environment for people to flourish

Our Commitment to Diversity and Inclusion

“Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

Job Description:

Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.

The Expertise You Have

  • Bachelor's Degree in Mathematics, Economics, Business or another quantitatively rigorous subject preferred
  • 0-3 years of experience in 401(k), 403(b) industry or benefits consulting
  • Interest in pursuing QKA or QKC (a plus)

The Skills You Bring

  • Superior teamwork skills
  • Strong critical thinking and problem-solving skills
  • Excellent oral and written communication skills
  • Familiarity with spreadsheet and database programs
  • Ability to learn quickly and develop complex spreadsheets to perform quantitative analysis
  • Aptitude to balance and prioritize multiple projects in a fast-paced work environment
  • Interest in 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 build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations

The Value You Deliver

As an associate with Fidelity Workplace Consulting, you will be part of a team responsible for:

  • Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs,
  • Managing projects including defined contribution calculation, enhanced plan administration support, mergers & acquisitions, compliance, plan amendments and plan designs,
  • Preparing and delivering reports and client presentations, and
  • Creating project plans and setting internal and client team expectations.

The Team

The Fidelity Workplace Consulting Group is composed of over 400 professionals who advise clients on the management of their domestic and global 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. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting

Please see below for the salary range for work locations in Colorado only:

$50,000 – $85,000

This position is eligible for incentive compensation or an annual bonus opportunity.

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 Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” 

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources to support you at all stages of your life. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Backup dependent care
  • Maternity & parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave)
  • Dependent care flexible spending account (FSA)

Wellness Programs

  • On-site health & wellness centers
  • Fitness reimbursement program
  • Nutritional counseling
  • Healthy dining program

Retirement Planning

  • 401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible compensation.
  • For eligible associates, Fidelity may make an annual Profit Sharing contribution of up to 10% of your eligible compensation.*

Health & Insurance

  • Medical coverage
  • Dental & vision coverage
  • Disability Insurance
  • Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA)

Education Benefits

  • Student loan assistance – helping you pay down your loans so you can save on interest, with up to $15K in contributions
  • Tuition reimbursement program

* Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Fidelity creates a work environment for people to flourish

Our Commitment to Diversity and Inclusion

“Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

Apply
Create Job Alert
Back to Search

Other Locations: Greenwood Village, CO
Chicago, IL
Covington, KY
Durham, NC
Westlake, TX

Job Level: Associate
Job ID: 2040350