A Defined Benefit (DB) plan, also known as a pension plan, is a retirement plan where an employer ... Category: Transaction Processing Please be advised that Fidelity's business is governed by the ...
A Defined Benefit (DB) plan, also known as a pension plan, is a retirement plan where an employer ... Category: Transaction Processing Please be advised that Fidelity's business is governed by the ...
A Defined Benefit (DB) plan, also known as a pension plan, is a retirement plan where an employer ... Category:Transaction Processing Please be advised that Fidelity's business is governed by the ...
A Defined Benefit (DB) plan, also known as a pension plan, is a retirement plan where an employer ... Category:Transaction Processing Please be advised that Fidelity's business is governed by the ...
Pension Asset Liability Study Consultant
Saint Louis, MO · On-site +1
$100K - $150K/yr
Develop a trusted advisor relationship with client contacts, lead retirement consultants and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Pension Asset Liability Study Consultant
Saint Louis, MO · On-site +1
$100K - $150K/yr
Develop a trusted advisor relationship with client contacts, lead retirement consultants and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Pension Asset Liability Study Consultant
Saint Louis, MO · On-site
$100K - $150K/yr
Develop a trusted advisor relationship with client contacts, lead retirement consultants and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Pension Asset Liability Study Consultant
Saint Louis, MO · On-site
$100K - $150K/yr
Develop a trusted advisor relationship with client contacts, lead retirement consultants and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Senior Accountant Tax and Pension Benefits
New York, NY · Hybrid
$89K - $114K/yr
WHAT YOU'LL DO Reporting to the Deputy CFO , the Senior Accountant, Tax and Pension Benefit will be ... Advise and interpret for the Finance team the impact of new laws, decisions, regulations, rulings ...
Senior Accountant Tax and Pension Benefits
New York, NY · Hybrid
$89K - $114K/yr
WHAT YOU'LL DO Reporting to the Deputy CFO , the Senior Accountant, Tax and Pension Benefit will be ... Advise and interpret for the Finance team the impact of new laws, decisions, regulations, rulings ...
Senior Accountant Tax and Pension Benefits
New York, NY · On-site
$89K - $114K/yr
WHAT YOU'LL DO Reporting to the Deputy CFO , the Senior Accountant, Tax and Pension Benefit will be ... Advise and interpret for the Finance team the impact of new laws, decisions, regulations, rulings ...
Senior Accountant Tax and Pension Benefits
New York, NY · On-site
$89K - $114K/yr
WHAT YOU'LL DO Reporting to the Deputy CFO , the Senior Accountant, Tax and Pension Benefit will be ... Advise and interpret for the Finance team the impact of new laws, decisions, regulations, rulings ...
Senior Banking Advisor
Boston, MA · On-site
$137K - $233K/yr
At Northern Trust, the Banking Advisor is responsible for developing new banking relationships and ... and pension), health and welfare benefits (medical, dental, vision, spending accounts and ...
Senior Banking Advisor
Boston, MA · On-site
$137K - $233K/yr
At Northern Trust, the Banking Advisor is responsible for developing new banking relationships and ... and pension), health and welfare benefits (medical, dental, vision, spending accounts and ...
Human Resources Advisor to Senior Managment - Senior Level (S12)
Chantilly, VA · On-site
$115 - $135/hr
Human Resources Advisor to Senior Management - Senior Level (S12) Our HR Advisor to Senior ... Money Purchase Pension Plan - 100% Company funded defined contribution retirement plan. One-year ...
Human Resources Advisor to Senior Managment - Senior Level (S12)
Chantilly, VA · On-site
$115 - $135/hr
Human Resources Advisor to Senior Management - Senior Level (S12) Our HR Advisor to Senior ... Money Purchase Pension Plan - 100% Company funded defined contribution retirement plan. One-year ...
Senior Banking Advisor
Boston, MA · On-site
$137K - $233K/yr
At Northern Trust, the Banking Advisor is responsible for developing new banking relationships and ... and pension), health and welfare benefits (medical, dental, vision, spending accounts and ...
Senior Banking Advisor
Boston, MA · On-site
$137K - $233K/yr
At Northern Trust, the Banking Advisor is responsible for developing new banking relationships and ... and pension), health and welfare benefits (medical, dental, vision, spending accounts and ...
Senior Banking Advisor II
$164K - $288K/yr
At Northern Trust, the Banking Advisor is responsible for developing new banking relationships and ... and pension), health and welfare benefits (medical, dental, vision, spending accounts and ...
Senior Banking Advisor II
$164K - $288K/yr
At Northern Trust, the Banking Advisor is responsible for developing new banking relationships and ... and pension), health and welfare benefits (medical, dental, vision, spending accounts and ...
Senior Plan Administrator
Windsor, CT · On-site
... Pension Representative (APR) * IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience ...
Senior Plan Administrator
Windsor, CT · On-site
... Pension Representative (APR) * IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience ...
$102.76 - $137.02/hr
## Senior Manager, Germany Retirement Content MarketingApplylocations: Kronberg Officetime type: Full ... pension, adviser and end-investor audiences. They will translate complex retirement, pension and ...
$102.76 - $137.02/hr
## Senior Manager, Germany Retirement Content MarketingApplylocations: Kronberg Officetime type: Full ... pension, adviser and end-investor audiences. They will translate complex retirement, pension and ...
Senior Plan Administrator (Remote)
CT · Remote
... Pension Representative (APR) * IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience ...
Senior Plan Administrator (Remote)
CT · Remote
... Pension Representative (APR) * IRS Enrolled Retirement Plan Agent (ERPA) * NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC) Technical Skills Experience ...
Senior Financial Advisor
Arlington, VA · On-site
$126K - $157K/yr
Experienced portfolio managers and cost-effective solutions The Senior Financial Advisor is ... Knowledge of securities, the mutual fund industry, 401(k) pension plans, defined benefit plans ...
Senior Financial Advisor
Arlington, VA · On-site
$126K - $157K/yr
Experienced portfolio managers and cost-effective solutions The Senior Financial Advisor is ... Knowledge of securities, the mutual fund industry, 401(k) pension plans, defined benefit plans ...
Senior Financial Advisor
Arlington, VA · On-site
$126K - $157K/yr
Experienced portfolio managers and cost-effective solutions The Senior Financial Advisor is ... Knowledge of securities, the mutual fund industry, 401(k) pension plans, defined benefit plans ...
Senior Financial Advisor
Arlington, VA · On-site
$126K - $157K/yr
Experienced portfolio managers and cost-effective solutions The Senior Financial Advisor is ... Knowledge of securities, the mutual fund industry, 401(k) pension plans, defined benefit plans ...
Pension Technology Consultant
Arlington, VA · On-site
$90 - $130/hr
In this challenging role as a Pension Technology Consultant, you will contribute as part of a team ... issues to Senior Consultants and Client Relationship Managers * Develop a trusted advisor ...
Pension Technology Consultant
Arlington, VA · On-site
$90 - $130/hr
In this challenging role as a Pension Technology Consultant, you will contribute as part of a team ... issues to Senior Consultants and Client Relationship Managers * Develop a trusted advisor ...
Manager, Pension Calculation Administration
$75K - $110K/yr
Develop a trusted advisor relationship with client contacts through effective communication and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Manager, Pension Calculation Administration
$75K - $110K/yr
Develop a trusted advisor relationship with client contacts through effective communication and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Manager, Pension Calculation Administration
$75K - $110K/yr
Develop a trusted advisor relationship with client contacts through effective communication and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Manager, Pension Calculation Administration
$75K - $110K/yr
Develop a trusted advisor relationship with client contacts through effective communication and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Manager, Pension Calculation Administration
$75K - $110K/yr
Develop a trusted advisor relationship with client contacts through effective communication and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Manager, Pension Calculation Administration
$75K - $110K/yr
Develop a trusted advisor relationship with client contacts through effective communication and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Manager, Pension Calculation Administration
$75K - $110K/yr
Develop a trusted advisor relationship with client contacts through effective communication and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Manager, Pension Calculation Administration
$75K - $110K/yr
Develop a trusted advisor relationship with client contacts through effective communication and ... Certain senior level roles may also be eligible for non-qualified Deferred Compensation and ...
Senior Pension Advisor information
See salary details
$50K - $58K
0% of jobs
$58K - $66K
0% of jobs
$66K - $74K
0% of jobs
$74K - $82K
2% of jobs
$82K - $90K
3% of jobs
$90K - $98K
3% of jobs
$98K - $106K
3% of jobs
$106K - $114K
3% of jobs
$114K - $122K
1% of jobs
$122K - $130K
0% of jobs
$130.9K is the 25th percentile. Wages below this are outliers.
$130K - $138K
84% of jobs
$50K
$138K
How much do senior pension advisor jobs pay per year?
Senior Pension Administrator - Early Career
Covington, KY • On-site
8.7
Based on 272 frontline employees who took The Breakroom Quiz
17th of 152 rated financial services
People enjoy working here
Good employer
Recommended by students
Paid breaks
Recommended by parents
Full-time
Retirement
Posted 26 days ago
Job description
Note: Fidelity is not providing immigration sponsorship for this position
The Role
Are you a recent college graduate who enjoys problem solving, working with numbers, and learning how financial systems impact real people? If you're comfortable with Microsoft Excel and have strong math skills, this role could be a great first step in your career.
In this role, you will be part of a team responsible for the accurate and timely processing of various types of financial calculations to support our Defined Benefit clients. A Defined Benefit (DB) plan, also known as a pension plan, is a retirement plan where an employer promises to pay their employees a set amount after retirement.
You'll receive structured training on pension concepts, systems, and calculations, with support from experienced team members as you build confidence in the role.
Responsibilities include:
- Processing various types of calculations, meeting timeliness and accuracy standards while interpreting DB plan rules to ensure compliance with the plan document.
- Supporting internal Client Service teams while developing subject matter expertise on assigned clients
- Manually calculate and review pension benefits for plan participants
- Supporting monthly testing of various systems upgrades and releases
- Participate in special departmental projects
- Document updates to User Procedure Documentation
The Expertise and Skills You Bring
- Bachelor's Degree - Mathematics, Finance, Business, and Accounting majors are preferred but all are welcome to apply
- Strong analytical and intuitive skills
- Motivation and commitment to excellence; positive demeanor and 'can do' work ethic
- Ability to work as a standout colleague while meeting individual timeliness, accuracy goals and quality standards
- Ability to adapt to a constantly evolving environment
- Strong interpersonal skills and attention to detail
- High integrity and discretion to ensure the confidentiality of private client and participant data
- Strong written and verbal communication skills
- Ability to coach and instruct others
- Strong PC Software skills (i.e. Excel, Outlook, and Word)
The Team
Fidelity has achieved the top position as the largest Defined Benefit (DB) recordkeeper in the US, as measured by total participants under administration. Fidelity has been a trusted Defined Benefit provider in the industry for over 30 years, demonstrating consistent growth and innovation.
Fidelity's Defined Benefit group services all plan sizes and complexity. We offer an integrated participant experience to help focus on simplification, accuracy, and the highest level of service. This team ensures the highest level of benefit calculation accuracy for the organizations and clients we support.
As you grow within the team, you may have opportunities to mentor and coach others and progress into Lead Pension Administrator or Analyst roles, taking on increased responsibility, client complexity, and leadership opportunities over time.
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:
Transaction Processing
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.
About Fidelity
Sourced by ZipRecruiter
What Fidelity Investments employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom