Senior Benefits Attorney

4 weeks ago

Boston, United States Fidelity Investments Full time
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:
  • 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.
  • 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.
In addition, the role calls for the following capabilities and skills:
  • 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.
The Value You Deliver
  • 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.


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.

Certifications:

Category:

Legal

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).

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