Senior Retirement Analyst, Center of Excellence
Fidelity(25 days ago)
About this role
A senior role within Fidelity’s Workplace Consulting Center of Excellence focused on Defined Benefit (DB) plans. The position oversees manual and non-automated pension calculations for multiple DB clients, supports business reporting and contractual obligations, and helps drive internal scale and efficiency initiatives. The role collaborates across product and functional teams to support the COE and ensure high-quality client outcomes.
Required Skills
- Defined Benefit
- Manual Calculations
- Data Analysis
- Excel
- Pension Software
- Peer Review
- Client Communication
- Project Management
- Critical Thinking
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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