Fidelity Investments

Vice President, Non-Qualified DC Plan Consulting

ENGLEWOOD, COPosted a month ago

Job summary

  • Job post source

    This job is directly from Fidelity Investments

  • Job overview

    The Vice President, Non-Qualified DC Plan Consulting at Fidelity leads consulting for large clients on retirement benefit strategies, focusing on non-qualified defined contribution plans to align benefits with business goals.

  • Responsibilities and impact

    The role involves consulting with clients on retirement benefit strategies, leading new business development, overseeing project delivery, mentoring associates, and collaborating across Fidelity to secure revenue and deliver integrated solutions.

  • Compensation and benefits

    The base salary ranges from $124,000 to $262,000 annually, with placement based on experience and location; benefits include comprehensive health care, retirement plans, paid time off, parental leave, charitable giving match, and educational assistance.

  • Experience and skills

    Requires a Bachelor's degree and 12+ years in retirement benefits or consulting, with credentials like QKA, QKC, CPA, JD, or actuary preferred; strong leadership, communication, critical thinking, and expert knowledge of defined contribution plans and regulatory requirements are essential.

  • Career development

    Opportunities include leadership roles, mentoring, involvement in hiring, and contributing to thought leadership within a large, growing consulting group.

  • Work environment and culture

    Fidelity offers a hybrid work model blending onsite and remote work, emphasizing a collaborative, dynamic environment with a focus on associate engagement and productivity.

  • Company information

    Fidelity Investments is a leading investment management and benefits outsourcing firm with a large Workplace Consulting Group serving Fortune 1000 and other clients with comprehensive benefits design and strategy services.

  • Team overview

    The Workplace Consulting Group has over 600 professionals advising on domestic and global benefits, many from leading consulting firms, working collaboratively across practices.

  • Job location and travel

    The position follows Fidelity's hybrid work model, requiring onsite presence every other week in a Fidelity office, balancing remote and onsite work.

  • Application process

    The application window closes when the position is filled or unposted; candidates must comply with regulatory hiring restrictions related to criminal history.

  • Unique job features

    The role includes unique opportunities to lead sophisticated client strategy discussions, influence cross-practice collaboration, and contribute to industry thought leadership.

Company overview

Fidelity Investments is a multinational financial services corporation that provides investment management, retirement planning, portfolio guidance, brokerage, and benefits outsourcing services. Founded in 1946 by Edward C. Johnson II, the company has grown to become one of the largest asset managers in the world, with a diverse range of mutual funds and financial products. Fidelity generates revenue through management fees, brokerage commissions, and advisory services. The firm is known for its innovative technology solutions and commitment to customer service, making it a leader in the financial industry.

How to land this job

  • Position your resume to showcase extensive experience in retirement benefits consulting, emphasizing expertise in non-qualified defined contribution plan design, compliance, and legislative knowledge such as ERISA, IRS, and DOL regulations.

  • Highlight leadership skills, client relationship management, and ability to drive new business development, particularly within large corporate environments and cross-functional teams.

  • Apply through multiple channels including Fidelity Investments' corporate career site and LinkedIn to maximize application visibility and ensure your resume reaches the right hiring managers.

  • Connect with current employees in Fidelity's Workplace Consulting division on LinkedIn; use ice breakers like referencing recent Fidelity Workplace Consulting initiatives, asking about their experience with non-qualified plan strategies, or expressing enthusiasm for Fidelity’s client-focused consulting approach.

  • Optimize your resume for ATS by including keywords from the job description such as 'non-qualified defined contribution plans,' 'ERISA compliance,' 'retirement benefits consulting,' 'client relationship management,' and 'business development.'

  • Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple job portals, and find relevant LinkedIn contacts, allowing you to focus your time on preparing for interviews and networking.

Jennie Johnson works for you!

Here’s what we do to make sure you’re successful:

  • Targeted Resume Revamp:

    We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.

  • Job Description Dissection:

    Unpack the job posting with expert analysis, ensuring your application hits every key requirement.

  • Bespoke Cover Letter:

    Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.

  • Interview Mastery:

    Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.

  • Direct Application Insights:

    Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.

  • Skills and Gaps Assessment:

    Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.

  • Personalized Email Pitch:

    Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.

  • In-depth Research Guide:

    Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.

  • Detailed Company Analysis:

    Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.

  • Strategic Candidate Overview:

    Understand your unique value and why companies would want to interview you, highlighting your background and positioning.