- JD and at least 8 years of relevant law firm, industry or regulatory experience.
- Admitted to practice or willing to secure bar admission in the relevant jurisdiction.
- In-depth working knowledge of employee benefits law applicable to qualified plans, focusing on the Internal Revenue Code and ERISA, including SECURE 2.0.\u00A0
- Experience advising on Section 409A and non-qualified retirement plans, Section 403(b) and Section 457 plans, collective investment funds and other plan asset vehicles a plus.
- Experience with securities laws as they relate to employee benefit plans is helpful.
- Strong orientation to client service (for internal and external clients) with an emphasis on responsiveness to client inquiries.
- Strong work ethic, excellent judgment, and keen attention to detail.
- Strong analytical, investigatory, and problem-solving skills.
- Strong writing and research skills.
- Ability to effectively lead and collaborate on projects and initiatives and to build relationships with business partners, risk and compliance, while exhibiting behavior consistent with Fidelity s culture and values.
- Ability to work independently under pressure in a fast-paced and dynamic environment handling multiple projects simultaneously with minimal day-to-day supervision.
- Excellent presentation, oral communication, and ability to influence diverse groups of professionals, including external clients and senior executives.\u00A0
- You are a builder and a guardian, helping the business achieve its goals while protecting the firm against risks and exposure.
- You will partner with WI business groups to develop strategies for addressing complex situations, resolving issues and creating world class experiences for our customers.
- You will analyze and advocate with respect to legislative and regulatory changes related to retirement plans and advise on implementation strategies.
- You will provide subject matter expertise for plan document and client contract negotiations.
- You will support relationship management and client experience teams and provide strategic advice and analysis to business leaders.
- You will work collaboratively with legal, risk, compliance, and business colleagues across the enterprise on mutually impactful issues and projects.
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Senior Benefits Attorney - Boston, United States - Fidelity TalentSource LLC
Description
Job Description:
The Role
The FMR LLC Legal Department is seeking to hire a senior attorney to join the Workplace Investing (WI) legal team. You will be part of a dynamic legal team advising Fidelity s defined contribution plan recordkeeping, administration, and trust business in connection with the development of products and services, ongoing plan administration, including operations, reporting and disclosure, document and contract support, and investment related matters. You will also collaborate on advocacy for, and implementation of, new legislation and regulation affecting the business. You will work with multiple groups within WI and across the Fidelity enterprise, including risk, compliance, government relations, relationship management, product, client experience, finance, sales, technology, and marketing.
The Expertise and Skills You Bring
The role calls for the following experience and expertise:
In addition, the role calls for the following capabilities and skills:
The Value You Deliver
How Your Work Impacts the Organization
You will play an important role in advising WI leaders, product teams, relationship management, sales professionals, and others. Your role will be critical to the smooth running of Fidelity s recordkeeping and trust business. You will work closely with a dynamic, highly skilled, and collaborative group of legal, risk and compliance professionals.\u00A0
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
Glassdoor Employees Choice Award, 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. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).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,
detailed in this document, 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
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
