Vice President of Pre-Approved Document Consulting

Job Description:

VP Pre-Approved Document Consulting

The Role

In this role you will lead a team of Fidelity Investment’s Pre-Approved Document Consultant Leaders. The Pre-approved Document Consulting teams provide Legal Retirement Plan Document Support for our clients using Fidelity’s IRS Pre-approved Document Program. The team owns the negotiation and facilitation of our Defined Contribution Contract and Plan Documents with our Defined Contribution plan sponsors.

• Leading responsibility for 7-10 associates, including director level team leaders and associates

• Serve as the face of Fidelity in negotiations with clients facilitating Contracts and plan document amendments

• Build cross-company relationships and work closely with a team of professionals to deliver outstanding service to our business

• Keep actively informed, and be a trusted advisor, on regulatory changes that impact Fidelity's provision of Defined compensation services related to the pre-approved program and our business partners

The Expertise and Skills You Bring

• Minimum of 10+ years of shown experience, preferably including Defined contribution Plan, ERISA, compliance/legal experience

• Strong contract drafting, review and negotiations skills

• Leading Responsibility of compliance, risk, contracts Legal, or Client facing teams.

• Keen knowledge of U.S. securities laws, rules and regulations, and data privacy laws

• High level interpersonal and diplomacy skills

• Stellar ability to simplify complicated issues and build consensus among opposing interests

• Effective speaking, writing and presentation skills

• Law firm or equivalent experience preferred

• Requires a four (4) year college degree, MBA/JD strongly preferred

• Ability to travel 25% of the time

The Team

We are an organization of professionals who lead the contractual, risk and business framework for client service agreements with our Pre-approved DC Plan Services clients. We are client-facing associates who collaborate with internal business partners, and negotiate with external partners, in all phases of the contracting process. We strive to build strong client relationships for one of the fastest growth areas of Fidelity.

Certifications:

Category:

Compliance

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.