Note: The job is a remote job and is open to candidates in USA. Fidelity Investments is a leading firm in workplace consulting, and they are seeking a Senior Compliance Consultant to advise large defined contribution and defined benefit clients on aligning retirement benefit programs with business objectives. The role involves facilitating strategic discussions, project development, and growing client relationships in a dynamic work environment.
Responsibilities
- Consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements
- Facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs
- Project development, implementation, and delivery
- Involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships
- Apply your skills to help engage associates and encourage a satisfying and productive work atmosphere
- Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value
- Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success
- Adept at balancing multiple priorities—while staying focused and organized
- Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow
- Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty
- Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators
- Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal
Skills
- Bachelor's Degree
- 12+ years of experience in retirement benefits industry and/or consulting to large companies
- Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
- Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
- Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
- Experience with IRS/DOL correction programs and submissions
- Outstanding partnership skills and ability to inventively influence others across groups
- Strong critical thinking and problem-solving skills
- Excellent oral and written communication skills
Benefits
- Bonus or other variable compensation
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.