Lead Defined Benefit specialist at Fidelity managing client DB Plans implementations and ensuring accurate operations. Collaborate with internal teams to communicate DB Plan specifics and deliver solutions.
Responsibilities
Lead Defined Benefit specialist responsible for understanding client’s DB Plans in detail
Explain DB Plans to internal Fidelity resources such as computer developers and ongoing operations team
Work directly with clients on new client implementations and improvement projects for existing clients
Gather DB Plan-specific knowledge from the client
Build a link between the client and internal Fidelity resources for DB knowledge
Build confidence with clients that Fidelity will operate their DB Plans accurately
Requirements
Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years
Strong analytical skills, attention to detail
Strong consultative skills, effective communication and interpersonal skills
Ability to move projects forwards, on time and on budget
Working understanding of pension laws and regulations
Actuarial designations (EA, ASA) a plus but not required
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