Vice President – Actuary, Health & Welfare

🕒 Julho 2

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Fidelity Investments

Fidelity Investments

10.000+ funcionários

Fundada em 1946

💸 Finanças

🤝 B2B

👥 B2C

💰 $2.000.000 Series unknown em 2024-03

Finance • B2B • B2C

A Fidelity Investments é uma empresa de serviços financeiros globalmente diversificada, sediada nos EUA, focada em ajudar clientes individuais e institucionais a alcançarem seus objetivos financeiros. A empresa é conhecida por sua gestão de investimentos (incluindo fundos mútuos e gestão de ativos), serviços de aposentadoria e gestão de patrimônio, plataformas de corretagem e negociação, e serviços para clientes institucionais. A Fidelity opera tanto produtos voltados para consumidores finais, como serviços B2B para empregadores, consultores e instituições; o texto do site também destaca práticas padrão de privacidade/cookies da web e restrições de uso transfronteiriço.

Descrição

• Lead client relationships that provide comprehensive H&W support and innovative solutions • Lead H&W Workplace Consulting projects, mentor other associates and promote collaboration • Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems • Provide overall accountability to our clients for our analytical and actuarial deliverables • Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support • Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings • Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients • Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery • Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice • Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs • Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested

🎯 Requisitos

• Actuarial credentials required, FSA strongly preferred • Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm • Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services • Experience engaging all available resources to address client problems (resourceful & scrappy) • Strong client relationship management skills, including excellent communication and responsiveness • Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders • Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc. • Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)

🏖️ Benefícios

• comprehensive health care coverage and emotional well-being support • market-leading retirement • generous paid time off and parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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