Vice President, M&A Strategy Lead

Job Description:

Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive workplace consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.

The Expertise You Have

• Bachelor's Degree
• 15+ years of experience in employer benefits industry, with a focus on benefit program strategy and compliance during corporate mergers and acquisitions

The Purpose of Your Role

As a Vice President in Workplace Consulting you will drive and lead client engagements to align retirement, health & welfare and global benefit program strategies ensuring smooth transitions for employees and the organization during a merger, acquisition or divestiture. This includes facilitation of complex strategy discussions with clients to understand their business as well as providing oversight on project implementation and delivery. Additionally, you will be involved with new business development, creative solutioning for new and prospective clients and cultivating existing client relationships. While working in a collaborative and dynamic work environment, you will have an opportunity to apply your leadership skills to help engage associates and encourage a satisfying and productive work atmosphere.

The Skills You Bring

• Superior teamwork skills and ability to professionally influence others across groups
• Strong critical thinking and problem-solving skills
• Excellent oral and written communication skills
• Proven leadership ability
• Keen interest and commitment to help others succeed
• Expert knowledge in evaluating employee benefit plans and programs during the M&A lifecycle, including compliance considerations, identification of risks and making recommendations for post-transaction entities
• Demonstrated experience in supporting clients with due diligence reviews, risk mitigation during transition and implementation, strategic plan design and compliance consulting, and integration planning

Note: Fidelity will not provide immigration sponsorship for this position.

The Value You Deliver

• Leading new business efforts including collaborating cross-practice and across Fidelity to secure additional revenue for Workplace Consulting and the broader organization
• Partnering with subject matter experts to develop comprehensive M&A benefit integration strategies
• Creating sustainable and profitable client relationships
• Ensuring and championing quality of work delivered to clients
• Consulting on a wide variety of benefit topics, including employee/retiree educational issues and anticipating changing client needs, with a focus on mergers & acquisitions
• Contributing to thought leadership on behalf of Fidelity and Workplace Consulting
• Working with other practices in Workplace Consulting and across Fidelity to identify new opportunities and deliver integrated solutions
• Mentoring associates within the Retirement practice and cross-practice

The Team

The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link:

https://www.fidelityworkplace.com/s/workplaceconsulting
The base salary range for this position is $130,000-264,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Category:

Consulting

Client-provided location(s): Boston, MA, San Francisco, CA, Chicago, IL, Merrimack, NH, Westlake, TX, Greenwood Village, CO

Job ID: Fidelity-2119055

Employment Type: OTHER

Posted: 2025-10-23T23:46:21