Vice President, Workplace Consulting Vice President, Workplace Consulting …

Fidelity Investments
in Fort Worth, TX, United States
Permanent, Full time
Be the first to apply
Fidelity Investments
in Fort Worth, TX, United States
Permanent, Full time
Be the first to apply
Vice President, Workplace Consulting
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
  • 12+ years of experience in retirement benefits industry and/or consulting to large companies
  • QKA, QKC, CPA, JD (ERISA or similar specialty) or credentialed actuary (a plus)

The Purpose of Your Role

As a Vice President in Workplace Consulting (Retirement, Defined Contribution) you will be responsible for consulting with large clients on strategies to align retirement benefit programs with business objectives and goals. This includes facilitation of complex strategy discussions with clients to understand their business as well as providing oversight on project implementation and delivery. Additionally, you will be involved with new business development by penetrating the regional market, creative solutioning for new and prospective clients to the firm and cultivating existing client relationships. While working in a collaborative and dynamic work environment, you will have an opportunity to apply your leadership skills to help engage associates and encourage a satisfying and productive work atmosphere.

The Skills You Bring
  • Superior teamwork skills and ability to professionally influence others across groups
  • Strong critical thinking and problem-solving skills
  • Excellent oral and written communication skills
  • Proven leadership ability
  • Keen interest and commitment to help others succeed
  • Expert knowledge in qualified and non-qualified defined contribution plan design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features

The Value You Deliver
  • Leading new business efforts including collaborating cross-practice and across Fidelity to secure additional revenue for Workplace Consulting and the broader organization
  • Creating sustainable and profitable client relationships
  • Ensuring and championing quality of work delivered to clients
  • Consulting on a wide variety of benefit topics, employee/retiree educational issues and anticipating changing client needs, with a focus on defined contribution programs
  • Contributing to thought leadership on behalf of Fidelity and Workplace Consulting
  • Working with other practices in Workplace Consulting and across Fidelity to identify new opportunities and deliver integrated solutions
  • Mentoring associates within the Retirement practice and cross-practice
  • Involvement in the effort to interview/hire new associates
  • Remaining current on legislative and technical requirements

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:


Company Overview
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. Find your Fidelity at

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

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