Note: The job is a remote job and is open to candidates in USA. Fidelity Investments is a leading financial services firm, and they are seeking a Senior Consultant in Workplace Consulting (Compliance). The role involves consulting with clients on retirement benefit programs, facilitating strategic discussions, and developing solutions to align with regulatory requirements.
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
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
- 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
- Experience with health and welfare plans would also be a plus
Benefits
- 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
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