Fidelity TalentSource Job - 32769154 | CareerArc
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Company: Fidelity TalentSource
Location: Boston, MA
Career Level: Associate
Industries: Banking, Insurance, Financial Services


Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Pension Benefit Consultant. This role can be located anywhere in the United States.

Pension benefit consultant

The Pension Benefit Consultant is the lead Defined Benefit specialist responsible for learning the client's DB Plans in detail and then explaining them to internal Fidelity resources such as computer developers and the ongoing operations team. The Pension Benefit Consultant (PBC) works directly with clients on new client Implementations and on enhancement projects for existing clients.

The Expertise We're Looking For
  • Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years
  • Strong analytical skills, attention to detail
  • Strong consultative skills and effective communication
  • Working understanding of pension laws and regulations
  • Actuarial designations (EA, ASA) a plus but not required
The Skills You Bring
  • Your DB proven experience having worked with a wide variety of DB Plans and features
  • Actuarial expertise
  • Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans
  • Ability to craft, set up, and review test cases to highlight whether the system is performing DB calculations accurately in all conceivable situations
  • Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes
  • Your experience problem solving, and finding solutions all parties can move forwards with
  • Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget
  • Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets
  • Your ability to detect and surface problems and obstacles and lead the team to resolution
The Value You Deliver
  • Applying your DB expertise to help others at Fidelity do their jobs across the large project team
  • Leading the discovery and learning of the mechanics of how the client's DB Plans operate directly with clients and their representatives
  • Reading client plan documents, sample calculations, SPDs, valuation file specifications
  • Leading client review meetings and conference calls
  • Managing and driving issue resolution
  • Instructing the Fidelity project team the DB aspects they need to bring the new client Implementation or other DB project together
  • Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity
  • Crafting a comprehensive test plan to ensure the computer is handling all possible DB participant situations correctly
  • Working with computer system developers to debug and certify the DB participant benefit calculations in their entirety
  • Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards
Company Overview

Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's diverse and inclusive workplace while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit

Information about Fidelity Investments

At Fidelity, we are focused on 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

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