
10 000+ employés
Fondée en 1946
💸 Finance
🤝 B2B
👥 B2C
💰 €2 000 000 Series unknown en 2024-03
Finance • B2B • B2C
Fidelity Investments est une société américaine de services financiers diversifiés à l'échelle mondiale, dédiée à aider les clients individuels et institutionnels à atteindre leurs objectifs financiers. L'entreprise est renommée pour sa gestion d'investissements (y compris les fonds communs de placement et la gestion d'actifs), ses services de retraite et de gestion de patrimoine, ses plateformes de courtage et de trading, ainsi que ses services aux clients institutionnels. Fidelity propose des produits orientés vers les consommateurs pour les investisseurs particuliers ainsi que des services B2B pour les employeurs, conseillers et institutions; le texte fourni sur le site mentionne également les pratiques standard de confidentialité/cookies sur le web et des restrictions d'utilisation transfrontalières.
🕒 il y a 1 mois
⛰️ Colorado, Kentucky, +2 états de plus – Distant
💵 $130 000 - $264 000 / an
⏰ Temps Plein
🔴 Expert
👔 Vice-président
🗣️🇺🇸🇬🇧 Anglais requis
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10 000+ employés
Fondée en 1946
💸 Finance
🤝 B2B
👥 B2C
💰 €2 000 000 Series unknown en 2024-03
Finance • B2B • B2C
Fidelity Investments est une société américaine de services financiers diversifiés à l'échelle mondiale, dédiée à aider les clients individuels et institutionnels à atteindre leurs objectifs financiers. L'entreprise est renommée pour sa gestion d'investissements (y compris les fonds communs de placement et la gestion d'actifs), ses services de retraite et de gestion de patrimoine, ses plateformes de courtage et de trading, ainsi que ses services aux clients institutionnels. Fidelity propose des produits orientés vers les consommateurs pour les investisseurs particuliers ainsi que des services B2B pour les employeurs, conseillers et institutions; le texte fourni sur le site mentionne également les pratiques standard de confidentialité/cookies sur le web et des restrictions d'utilisation transfrontalières.
• 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
• 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)
• 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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