Job Description:
Note: This role does not offer Sponsorship
The Role
Defined Contribution, Non-Qualified and HSA knowledge and experience required.
As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients.
The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity’s offering.
You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.
Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans.
Managing plan administration to perform to standards and performance guarantees.
Demonstrating an understanding of the objectives and initiatives related to client projects and work with the organization to ensure that re‐sources are allocated, project plans are defined, utilized and executed to ensure that deliverables are met
Raising and participating in the resolution of service issues (e.g., participant, reputational, risk/compliance related) appropriately within the organization
Utilizing your deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management
You will identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates
The Expertise and Skills You Bring
Bachelor’s degree preferred; work experience and strong business acumen required
Defined Contribution, Non-Qualified and HSA knowledge and experience required
5 years of benefits administration, outsourcing administration or retirement experience required
3 years of experience in a client facing role highly desired
You have a proven understanding of 401(k) regulations and their application to plan administration
You have effective oral and written communication skills You demonstrated the ability to manage client issues
You exemplify strong interpersonal skills and customer service approach to solving problems.
You have the ability to initiate and maintain overall accountability for client specific and department initiatives and projects
You can multitask, work in a fast paced, changing priority environment, problem solve, and make decisions.
The Team
As a member of a dynamic Client Services Management organization, the work you do every single day will have a direct impact to both our Client Services Mission and our Client Services Vision.
Our Mission: To deliver the highest quality and most dedicated plan sponsor service in the DC industry by knowing each plan we serve better than our client does.
Our Vision: To deliver service that is so deeply wonderful, every client feels like they are our only client.
The base salary range for this position is $66,000-125,000 USD 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
Certifications:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Hybrid work schedule
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 all business days of every other week in a Fidelity office.
Applicant screening
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 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.