Job Description:

In-house attorney providing counsel to Fidelity’s Workplace Investing businesses that provide recordkeeping, trustee and other products and services to employer sponsored retirement plans and their participants.

The Expertise We’re Looking For

Education: JD
Experience: Minimum of ten years practice with a defined contribution plan focus.
In-depth working knowledge of ERISA, Internal Revenue Code and applicable regulations and guidance.
Experience with defined contribution plans including pre-approved and individually designed 401(a), 403(b), 457 and non-qualified plans sponsored by corporate, governmental and non-profit entities.
Experience with securities laws and privacy laws as they relate to servicing, and investing in, retirement plans.
Significant experience working with a range of plan operational and fiduciary issues, as well as Department of Labor and IRS correction programs.
Familiarity with federal and state withholding and reporting requirements helpful.
Strong practical skills and industry knowledge.

The Purpose of Your Role

As part of the Legal Department, you will provide support to businesses within the Fidelity organization that offer and support defined contribution plan products and services. You will interact with various senior business leaders and groups within the businesses, such as product development, back office/operations, phone support, communications and education, client service (for the businesses’ external clients), and Compliance and Risk groups.

The Skills You Bring

Strong orientation to client service (for internal clients) with an emphasis on responsiveness to client inquiries. This includes quick turnaround for the review and analysis of new legislation, regulations and other guidance.
Ability to work collaboratively with business partners and others within Legal, Risk and Compliance departments.
The ability to respond to questions and explain situations in layman’s terms appropriate for non-legal department business associates.
Strong presentation skills for business clients and training internal business associates.
Sound analytical skills and a creative mind for problem-solving.

The Value You Deliver

Responding to questions from all business associates in the areas you support in a timely manner.
Solving problems innovatively, focusing on our external clients and protecting the firm.
Assisting with implementation of new clients and/or new product offerings, including service offering changes based on legislative and regulatory changes.
Reviewing internal and external materials for accuracy and appropriateness; these include client presentations; online content; and internal systems content.
Participating in team meetings to help ensure that you understand the business needs and the business understands the applicable legal requirements.

How Your Work Impacts the Organization

The Legal Department supports the businesses of Fidelity Investments by:

Structuring creative solutions to business and legal issues while serving our customers and protecting the firm
Anticipating and influencing changes and trends in the law and business environment.
Maintaining the highest ethical standards.

Providing advice that enables Fidelity to continually comply with the law and maintain its reputation.

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

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