Co-op, Associate

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

• Bachelors 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: 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 associate for their unique perspectives and experiences. For information about working at Fidelity visit . Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at or call prompt 2 option 2 if you would like to request an accommodation.

Certifications:

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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 be advised that Fidelitys 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.