Senior Amendment Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead work to identify and resolve complex issues affecting multiple business units. You will respond to regulatory inquiries, analyze processes, direct process improvements, manage complex projects, consult with legal and compliance stakeholders, review plan setups, and propose solutions for Auto Solutions and Vesting consultations.
Requirements
- Defined contribution retirement plan experience
- Extensive Auto Solutions and Vesting knowledge
- Experience with Product Central and XTRAC
- Knowledge of ERISA, IRC, and DOL regulations for 401(k) and 403(b) plans
- Knowledge of defined contribution documents and Fidelity preapproved documents
- Knowledge of Fidelity products, services, policies, and procedures
- Workload prioritization
- Time management
- Written and verbal communication
- Negotiation
- Problem-solving
- Client management
- Pre-Approved Plan Document experience
Responsibilities
- Identify, resolve, and address complex issues across business units
- Respond to complicated regulatory inquiries related to plan-document amendments
- Analyze internal processes and direct process improvements
- Plan, manage, and oversee complex situations and projects
- Consult with Legal, Compliance, clients, attorneys, consultants, and relationship management partners
- Review plan setup and determine steps toward client outcomes
- Perform Auto Solutions, vesting, and complex amendment consultations
- Propose solutions and explain dependencies and impacts to clients and participants
- Stay current on financial and retirement industry regulatory changes
Benefits
- Fully paid parental leave
- On-site health and wellness centers