Digital Solutions Business Manager at Elevance Health leading analysis and partnership on digital health solutions. Evaluating product lines and financial viability across engineering, IT, and finance.
SF
Hybrid Senior Manager, Annual & Additional Defined Contribution Testing
Posted 3 months ago
About the role
- Senior Manager overseeing annual and additional defined contribution testing and regulatory compliance at Fidelity. Supporting clients and internal teams with testing results and employer calculations.
Responsibilities
- Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences.
- Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results
- Leading the testing service team to find solutions when complex issues or errors arise.
- Assist in setting proper expectations for new clients (sales) and plan sponsor contacts
- Building the confidence of clients in Fidelity’s services by offering solutions to test failures
Requirements
- Bachelor’s Degree Required
- 5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing services.
- 4+ years of Defined Contribution nondiscrimination testing experience required
- ASPPA credentials - QKA, QPA preferred
- In-depth nondiscrimination testing experience
- Can review test results and efficiently gain understanding of a plan’s design
- Understanding of the Employee Plans Compliance Resolution System (EPCRS), and how to apply EPCRS rules to plan corrections
- Can discuss and explain complex regulatory topics with any audience, tailoring your delivery to the audience
- Collaborate with Plan Sponsors and internal business partners to build consensus
- Strong organization skills and keep detailed records of your work
- Can manage at-risk client relationships
- Research topics independently and deliver solutions to complex regulatory issues
- Communicate effectively, work well in a team environment, and possess good presentation skills.
- Possess great problem-solving skills including the ability to manage escalated issues.
- Have the ability to negotiate and influence.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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