Co-op, Fidelity Workplace Consulting

Fidelity • Boston, MA

7d • $20 - $32 • Hybrid

About The Position

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 Bachelor's 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: https://www.fidelityworkplace.com/s/workplaceconsulting 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. 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 [e-mail] or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. The base salary range for this position is $20 - $32 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Note, the application window closes when the position is filled or unposted. 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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. 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.

Requirements

• Bachelor's 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
• 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

Nice To Haves

• Interest in pursuing QKA or QKC (a plus)

Responsibilities

• 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
• Creating project plans and setting internal and client team expectations

What This Job Offers

• Career Level: Intern