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The Senior Consultant, Actuary advises clients on retirement and benefit programs, reviews annual pension valuations, trains associates, manages client budgets, and collaborates with business partners.

Lead business development and service delivery of data consulting for Defined Contribution plans. Manage client relationships, deliver proposals to contract sign-off, oversee project plans, budgets and risks, and define/apply client-specific plan administration, systems configuration and data solutions.

Face-to-face advisor role managing an existing client base: deliver personalized investment and retirement plans, deepen relationships, present complex solutions, mentor clients, and grow assets using Fidelitys open-architecture platform and resources.

Seeking a Senior Associate Actuary to perform pension valuations, assist in project coordination, and train analysts while ensuring compliance and client profitability.

The role involves advising clients on retirement benefits, leading pension valuations, training staff, managing client relationships, and overseeing project budgets.

The Financial Planning Consultant delivers personalized financial planning and integrated financial solutions, guiding clients in retirement planning, investment management, and holistic portfolio strategies.

The Planning and Advice Associate engages with clients, providing guidance on retirement and investment needs while developing relationship-building and consultative skills.

As a Defined Contribution Data Consultant, you will manage projects, enhance data quality solutions, and ensure successful client interactions. This includes leading teams, coordinating with clients, and preparing analytical outcomes for projects.

As a Data Consultant, you will manage data quality solutions for benefit programs, lead project delivery, and coordinate with clients and internal teams to ensure successful outcomes.

The role involves managing complex managed account sales and services for clients, focusing on customer satisfaction and collaboration with financial consultants to drive retention and sales.