
10,000+ employees
Founded 1946
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Fidelity Investments is a financial services company dedicated to strengthening the financial well-being of its customers by providing a wide range of investment and savings solutions. With a mission to deliver better outcomes for individuals, families, employers, and institutions, Fidelity offers services including retirement planning, asset management, online trading, brokerage, and wealth management. The company boasts significant assets under administration of $12. 6 trillion, with a large workforce of over 74,000 associates and a global presence in multiple countries.
🔥 0 minutes ago
🏄 California, Colorado, +7 more states – Remote
💵 $110k - $222k / year
⏰ Full Time
🟠 Senior
🚔 Compliance
🦅 H1B Visa Sponsor
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10,000+ employees
Founded 1946
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Fidelity Investments is a financial services company dedicated to strengthening the financial well-being of its customers by providing a wide range of investment and savings solutions. With a mission to deliver better outcomes for individuals, families, employers, and institutions, Fidelity offers services including retirement planning, asset management, online trading, brokerage, and wealth management. The company boasts significant assets under administration of $12. 6 trillion, with a large workforce of over 74,000 associates and a global presence in multiple countries.
• 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 • Work in a team-focused and dynamic environment • Engage associates and encourage a satisfying and productive work atmosphere
• 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 • Knowledge of 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 skills and ability to influence others across groups • Strong critical thinking and problem-solving skills • Excellent oral and written communication skills • Fidelity will not provide immigration sponsorship for this position
• 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 • Student loan repayment • Tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility
Apply Now🔥 47 minutes ago
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