Vice President – Actuary, Health & Welfare

🕒 July 2

⛰️ Colorado, Kentucky, +2 more states – Remote

⛰️ Colorado – Remote 🐎 Kentucky – Remote 🗽 New York – Remote 🤠 Texas – Remote

💵 $130k - $264k / year

⏰ Full Time

🔴 Lead

📊 Actuary

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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