Bachelor's Degree in Mathematics, Finance, or Business, or equivalent experience
Minimum of 3 years of Defined Benefit (DB) Calculation experience
Familiarity with Fidelity systems such as DBcs, XTRAC, CCW, Customer WebView, and FOCUS
Proficient in Excel for complex calculations and data analysis
Strong understanding of the DB regulatory environment is preferred
Demonstrated initiative in problem-solving and process improvement
Critical thinking and intellectual curiosity are essential
Responsibilities
Execute quality controls across multiple Defined Benefit operational functions
Collaborate with business partners to design and implement effective controls
Analyze operations to drive improvements and enhance accuracy
Gauge the quality of work within operations and implementation teams
Provide insights to reduce financial exposure and improve client satisfaction
Benefits
Opportunity for career advancement based on experience level
Engagement in a collaborative team environment
Access to Fidelity's resources and systems for professional development
Participation in a phased transition to a full-time onsite working model
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
**THE MANAGER WILL HIRE AT THE APPROPRIATE LEVEL BASED ON CANDIDATE EXPERIENCE (Associate or Manager level).**
The Role
The Senior Quality Control (QC) Analyst is responsible for executing controls across multiple Defined Benefit operational functions in WI Client Service Operations. The team collaborates with business partners to design and execute controls and drive operational improvements through our analysis.
The Expertise and Skills You Bring
Bachelor's Degree (Mathematics, Finance or Business) or equivalent work experience
At least 3 years of DB Calculation experience is required.
Knowledge and experience using DBcs, XTRAC, CCW, Customer WebView, FOCUS or any other relevant Fidelity systems.
Expertise with Excel to perform complex calculations and glean data from large data sets
Strong working knowledge of DB regulatory environment is preferred
Ability to take initiative to problem solve and design improved processes and controls
Critical thinking
Intellectual curiosity
Quality background
The Team
The Defined Benefit QC Analyst is a member of the broader Quality and Exception Management team within WI Client Service Operations. We are tasked with gauging the quality of work being performed within the various operations and implementations teams and providing insights that help improve accuracy, reduce financial exposure, and improve client satisfaction.
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.
