About the role#
As a co-op in the Fidelity Workplace Consulting group, you will join a team of over 400 professionals advising clients on the management of their domestic and global benefits. You will work with mid to large size companies to help them navigate the design, strategy, and delivery of their employee benefit programs.
What you'll do#
- Advise Chief Financial Officers and Human Resource Directors regarding retirement and other benefit programs.
- Manage projects involving defined contribution calculations, plan administration support, mergers and acquisitions, compliance, plan amendments, and plan designs.
- Create project plans and set expectations for both internal and client teams.
- Prepare and deliver reports and client presentations.
What you'll need#
- Bachelor's degree in Mathematics, Economics, Business, or a related quantitative field.
- 0-3 years of experience in the 401(k), 403(b), or benefits consulting industry.
- Strong critical thinking and problem-solving skills.
- Ability to learn quickly and develop complex spreadsheets for quantitative analysis.
- Excellent oral and written communication skills.
- Strong interpersonal skills and the ability to build relationships across different organizational levels.
- Interest in learning legislative and regulatory requirements, such as ERISA, IRS, and DOL guidelines.
- Familiarity with database and spreadsheet programs.
- An interest in pursuing QKA or QKC certifications is a plus.
Location & details#
- This is a full-time, paid position.
- Work is on-site in Boston, Massachusetts, or Westlake, Texas.
- This role operates on a rolling basis.
About Fidelity Investments
Fidelity Investments provides financial services to individuals, families, and businesses. The company manages assets including retirement accounts, brokerage services, and investment funds. Founded in 1946, the firm remains privately held. It operates from its headquarters in Boston and maintains a presence in the United States, Ireland, and India. The organization employs over 10,000 people and administers 15 trillion dollars in assets.
How to get in at Fidelity Investments
Applying early at Fidelity Investments helps you get noticed before the applicant pool grows too large. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you can be among the first to submit your materials. This timing gives you a distinct advantage in a competitive hiring process. You can also improve your response rates by reaching out to the recruiters behind these roles directly. Intern Insider surfaces the specific recruiters managing Fidelity Investments positions, allowing you to inquire about the role or request a referral. Connecting with the right person often makes the difference between a silent rejection and a conversation.
