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The Vice President will oversee operational due diligence and negotiate commercial agreements with investment managers, ensuring sound practices and optimal financial terms.

Provide financial planning consultations alongside Financial Consultants and Wealth Planners, using Fidelity guidance tools to educate clients, uncover opportunities, consolidate assets, and deepen client relationships. Maintain organized contact strategies (Salesforce), conduct outbound outreach, mentor peers, and support plan implementations to meet client goals.

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.

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.

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.

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.