Fidelity Investments

Consultant, Actuary

Fidelity Investments

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Fidelity Investments! We are currently seeking a highly skilled and experienced Consultant, Actuary to join our team. As a global leader in financial services, Fidelity Investments is committed to providing our clients with innovative solutions and expert advice to help them achieve their financial goals. In this role, you will play a critical role in guiding our clients through complex actuarial analyses and providing strategic recommendations for their financial plans. We are looking for a passionate and driven professional with a strong background in actuarial science, excellent communication skills, and a client-focused mindset. If this sounds like you, we invite you to apply and join our team of dedicated professionals at Fidelity Investments.

  1. Conduct complex actuarial analyses for clients to provide accurate and strategic recommendations for their financial plans.
  2. Utilize expertise in actuarial science to develop innovative solutions for clients' financial needs.
  3. Communicate effectively with clients to understand their financial goals and provide tailored advice and guidance.
  4. Stay up-to-date with industry trends and regulations to ensure compliance and provide the most current and effective solutions to clients.
  5. Collaborate with team members and other departments to ensure a cohesive and comprehensive approach to client solutions.
  6. Maintain a high level of professionalism and represent Fidelity Investments as a global leader in financial services.
  7. Continuously seek opportunities to improve and optimize processes and procedures to better serve clients.
  8. Build and maintain strong relationships with clients to foster long-term partnerships and promote client retention.
  9. Adhere to company policies and procedures while maintaining a high level of ethical standards.
  10. Act as a subject matter expert and provide training and guidance to colleagues and team members as needed.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Degree In Actuarial Science, Mathematics, Statistics, Or Related Field.

  • Certification As An Associate Or Fellow Of The Society Of Actuaries (Soa) Or The Casualty Actuarial Society (Cas).

  • At Least 5 Years Of Experience Working As An Actuary In The Financial Services Industry.

  • Strong Analytical And Problem-Solving Skills, With The Ability To Interpret Complex Data And Make Sound Decisions.

  • Excellent Communication Skills And The Ability To Effectively Collaborate With Cross-Functional Teams And Present Findings To Clients And Stakeholders.

Required Skills
  • Strategic Planning

  • Project Management

  • Data Analysis

  • Market Research

  • Forecasting

  • Financial Modeling

  • Investment Management

  • Risk assessment

  • Problem-Solving

  • Client communication

  • Portfolio optimization

  • Retirement planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Customer Service

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Consultant, Actuary in New York, NY, USA is $112,000 to $160,000 per year. Salaries may vary depending on factors such as experience, education, and the specific industry or company the actuary is working in.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMay 31st, 2024
Apply BeforeApril 11th, 2026
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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