Senior Legal Counsel

Job Description:

ATTORNEY – Retirement Plans

The Role

The FMR LLC Legal Department is seeking to hire an 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, trust, and institutional business including product and service development, ongoing plan administration, reporting and disclosure, document and contract support, client escalation, 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 5-7 years of relevant law firm, industry or regulatory experience.
• Admitted to practice or willing to secure bar admission in the relevant jurisdiction.
• Working knowledge of employee benefits law applicable to defined contribution plans, small business retirement plans, and IRAs, focusing on the Internal Revenue Code and ERISA.
• Experience with brokerage accounts and 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 research, analytical, investigatory, and problem-solving skills.
• Strong presentation, oral communication, and writing skills.
• Ability to effectively collaborate on projects and initiatives and to build relationships with business and legal partners, risk and compliance, while exhibiting behavior consistent with Fidelity’s culture and values.
• Ability to work under pressure in a fast-paced and dynamic environment handling multiple projects simultaneously.

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.

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

You will play an important role in primarily advising WI operations, product teams, relationship management, sales professionals, and others. Your role will be critical to the smooth running of Fidelity’s recordkeeping and trust business and the business teams that support retirement investors across the enterprise. You will work closely with a dynamic, highly skilled, and collaborative group of legal, risk and compliance professionals.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

The base salary range for this position is $140,000-285,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Category:

Legal