Director - Risk Management and Insurance Analysis at Fidelity TalentSource LLC

Job Description:

Director Risk Management and Insurance Industry Analysis

Fidelity Insurance Agency (FIA) is looking for a Director to help conduct due diligence and access life insurance and annuity counterparties. Join a diverse team that builds, promotes, and supports Fidelity s outstanding experience.

The Role

• Conduct research on and monitor creditworthiness/financial strength of existing and potential insurance counterparties in accordance with internal, proprietary standards.
• Analyze and assess insurer financial statements, investment portfolios, insurance liability profile, strength of risk management and controls, and commitment to protection of policyholders.
• Play a key role in preparing for and participating in due diligence sessions with C suite leaders of industry leading insurance companies.
• Understand the nature and history of Fidelity's business with each counterparty.
• Keep track of industry news as well as macroeconomic trends and regulations that may impact the insurance industry.
• Present and make recommendations to FIA senior leadership on a periodic basis.

The Expertise and Skills You Bring

• Bachelors degree required
• Actuary- Associate in the Society of Actuaries (ASA)/ Fellow in the Society of Actuaries (FSA), MBA, CFA or CPA preferred
• 3+ years of proven insurance industry experience
• Familiarity with statutory and GAAP financial statements
• Knowledge of life insurance and annuity products
• Experience with data analysis and preparing presentations
• Strong communication skills, including the ability to explain complex topics to all organizational levels
• Ability to build and maintain positive relationships as you work collaboratively across teams

The Team

Fidelity Insurance Agency distributes financial products that help Fidelity s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity s Wealth Services organization. Life insurance and annuity products help ensure our clients do not outlive their assets in retirement, safeguard one s portfolio from market volatility and protect against premature death and unforeseen long-term care costs.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

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Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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