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Defined Benefit Configuration Analyst

Role overview

Qualifications

  • Bachelor’s degree and experience working in the HR outsourcing industry (Defined Benefit experience is a plus)
  • Experience working with large teams on very complex projects
  • Analytical, consultative, and problem-solving skills
  • Knowledge of relationship management, benefits administration, business processes, and record-keeping

Responsibilities

  • Set up and maintain new Defined Benefit corporate clients on Fidelity’s Defined Benefit administration platforms
  • Collaborate with Business Analysts, Product Consultants, and Technology partners as part of a project team
  • Provide system setup support as a member of multiple project teams
  • Handle day-to-day maintenance requests

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Problem Solving
  • Record Keeping
  • Microsoft Office
  • Collaboration
  • Relationship Management

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position.

The Role

In Workplace Investing, Defined Benefit Configuration Analysts blend Defined Benefit domain knowledge with an aptitude for technology as they work with project teams to set up and maintain new Defined Benefit corporate clients on Fidelity’s Defined Benefit administration platforms.  The Analyst collaborates with Business Analysts, Product Consultants, and Technology partners as part of a project team to ensure an exceptional experience for our clients and their participants.

The Expertise and Skills You Bring

·         Bachelor’s degree and experience working in the HR outsourcing industry (Defined Benefit experience is a plus).

·         Experience working with large teams on very complex projects.

·         Analytical, consultative, and problem-solving skills

·         Knowledge of relationship management, benefits administration, business processes, and record-keeping

·         Business and technical analytical skills

·         Ability to collaborate with internal and external groups across organizations.

·         Strong knowledge of MS Office suite of products, including Visual Basic for Applications (VBA)

·         Strong knowledge of data structures and query languages

·         Strong knowledge of XML, HTML, JSON and other web-application languages

·         Experience with GitHub, SDL Tridion, SQL Server, Jenkins/CloudBees, and JIRA is a plus

The Team

This role resides within the Workplace Investing Defined Benefits Operations organization.   The Configuration Analyst will provide system setup support as a member of multiple project teams as well as day-to-day maintenance requests.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Information Technology

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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