Senior Compliance Consultant

🔥 17 hours ago

🏄 California, Colorado, +7 more states – Remote

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💵 $110k - $222k / year

⏰ Full Time

🟠 Senior

🚔 Compliance

👻 Ghost score 0%

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Logo of Fidelity Investments

Fidelity Investments

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Consult with large defined contribution and/or defined benefit clients on strategies aligning retirement benefit programs with business objectives and goals under ERISA and other regulatory requirements • Facilitate sophisticated strategic discussions with clients to understand their business and employee benefit programs • Lead project development, implementation, and delivery • Support creative solutioning for new and prospective clients • Grow existing client relationships • Collaborate in a team-focused and dynamic work environment • Engage associates and encourage a satisfying and productive work atmosphere

🎯 Requirements

• Bachelor's Degree • 12+ years of experience in the 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 and non-qualified retirement design and compliance/taxation issues • Knowledge of legislative and regulatory requirements (ERISA/IRS/DOL) • Experience 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 and influence skills across groups • Strong critical thinking and problem-solving skills • Excellent oral and written communication skills • Must not require immigration sponsorship for this position • May be subject to restrictions related to certain Criminal Histories under applicable laws and regulations

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment • Tuition reimbursement • Learning resources for career development • Bonus or other variable compensation may be included depending on position and eligibility

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