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Fidelity Investments

Consultant, Actuary

Fidelity Investments

. Provide advice to Chief Financial Officers and Human Resource Officers of mid-to-large-size companies regarding retirement and other benefit programs .

Posted 11/3/2026full-timeUnited StatesMid-LevelSenior💰 $89,000 - $180,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in pension and benefit consulting, including compliance with ERISA, PPA, IRS, DOL, PBGC, and FAS regulations. Proven ability to manage client relationships, lead projects, and train staff while maintaining profitability and quality.

Highest-signal resume keywords
A.S.A. CredentialE.A. CredentialF.S.A. CredentialPension Valuation ExperienceBenefit Program Design Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Pension ValuationBenefit Program DesignProject ManagementCompliance ManagementPlan AmendmentsPlan TerminationsMergers And AcquisitionsDocumentation PreparationRFP Response PreparationClient Budget Management
Soft Skills
Interpersonal SkillsLeadership SkillsCollaboration SkillsCritical ThinkingProblem-Solving Skills
Certifications & Qualifications
A.S.A.E.A.F.S.A.
Industry Keywords
ERISAPPAIRSDOLPBGCFASRetirement ProgramsBenefit ProgramsClient SolutionsStaff Development

About the role

Key responsibilities & impact
  • Provide advice to Chief Financial Officers and Human Resource Officers of mid-to-large-size companies regarding retirement and other benefit programs
  • Review and lead annual pension valuations for clients
  • Handle projects such as plan terminations, mergers and acquisitions, compliance, plan amendments, and plan designs
  • Train associates and analysts to support continued staff development
  • Manage client budgets and set expectations and client deadlines
  • Provide comprehensive documentation for clients
  • Prepare responses to RFPs and RFIs for new prospects
  • Participate in new business meetings with prospects as needed
  • Collaborate with internal business partners across diverse subject areas to develop and implement effective client solutions

Requirements

What you’ll need
  • A.S.A., E.A. or F.S.A., E.A. credentials
  • 5–10+ years of experience in a pension and/or benefit consulting firm
  • Knowledge of benefit program design and legislative, accounting, and regulatory requirements, including ERISA, PPA, IRS, DOL, PBGC, and FAS
  • Proven interpersonal and leadership skills
  • Ability to build relationships at multiple organizational levels
  • Outstanding collaboration skills and experience leading enhanced client relationships
  • Strong critical thinking and problem-solving skills
  • Self-motivation and determination to succeed
  • Ability to balance and prioritize multiple projects in a fast-paced work environment
  • Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality
  • Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks
  • Comprehensive health care coverage
  • Emotional well-being support
  • Market-leading retirement benefits
  • Generous paid time off
  • Parental leave
  • Charitable giving employee match program
  • Educational assistance, including student loan repayment, tuition reimbursement, and learning resources
  • Bonus or other variable compensation may be included depending on position and eligibility