Job Description:
SENIOR ATTORNEY – WORKPLACE RETIREMENT Plans
The FMR LLC Legal Department is seeking to hire a senior attorney to join the Workplace Investing legal team to provide legal support for all aspects of Fidelity’s defined contribution plan recordkeeping and trust business, primarily focusing on tax and ERISA issues but also including federal securities law, privacy law and various other laws as they relate to workplace retirement plans. You will support the creation, enhancement and maintenance of retirement products and services and further enterprise goals and initiatives in collaboration with multiple groups across Fidelity, including product, operations, relationship management, client experience, risk, compliance, finance, sales, marketing, and technology.
The Expertise and Skills You Bring
- JD and at least 15 years of relevant law firm, industry, or regulatory experience.
- In-depth working knowledge of employee benefits law, focusing on Internal Revenue Code (“IRC”) qualified retirement plan provisions, ERISA, and applicable regulations. Experience with securities laws, privacy law and other laws as they relate to employee benefit plans is helpful.
- Experience with IRC 403(b), 457, and 409A plans is beneficial.
- Experience with collective investment funds and other plan asset vehicles and applicable ERISA fiduciary and prohibited transaction rules is also beneficial.
- Excellent presentation and oral communication skills, with ability to influence and collaborate with diverse groups of internal clients, including senior executives, as well as external clients.
- Strong work ethic, excellent judgment, and keen attention to detail.
- Strong writing and research skills.
- Strong analytical, investigatory, and problem-solving skills.
- Admitted to practice, or willing to secure bar admission, in the relevant jurisdiction(s).
The Value You Deliver
- Effectively lead and collaborate on projects and initiatives, building relationships with partners in Fidelity’s compliance, risk, and business organizations, while exhibiting behavior consistent with Fidelity’s culture and values.
- Develop strategies for addressing complex factual situations with an understanding of the broader business context and of relative risks to the firm.
- Provide strategic legal advice and analysis to working teams and senior business executives.
- Work independently under pressure in a fast-paced and dynamic environment handling multiple projects simultaneously.
- Analyze legislative and regulatory changes related to employee benefit plans and advise on implementation strategies.
- Provide subject matter expertise for plan document and client contract drafting, interpretation, and negotiation.
How Your Work Impacts the Organization
The Legal Department supports the businesses of Fidelity by:
- Structuring creative, timely and practical solutions to business and legal issues in a customer-obsessed way.
- Anticipating and influencing changes and trends in the law and business environment.
- Maintaining the highest ethical standards.
- Providing advice that enables Fidelity to continually achieve its goals, comply with the law and maintain its reputation.
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
$157,000 – $209,000 per year
This position is eligible for incentive compensation or an annual bonus opportunity.
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
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 Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
We invite you to Find Your Fidelity at fidelitycareers.com.
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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.
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 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.