Corporate Services
Senior Benefits Attorney
- Boston, MA
- Covington, KY
- Merrimack, NH
- Durham, NC
- Westlake, TX
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
The Role
The FMR LLC Legal Department is seeking to hire a senior 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, and trust business in connection with the development of products and services, ongoing plan administration, including operations, reporting and disclosure, document and contract support, 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 8 years of relevant law firm, industry or regulatory experience.
- Admitted to practice or willing to secure bar admission in the relevant jurisdiction.
- In-depth working knowledge of employee benefits law applicable to qualified plans, focusing on the Internal Revenue Code and ERISA, including SECURE 2.0.
- Experience advising on Section 409A and non-qualified retirement plans, Section 403(b) and Section 457 plans, collective investment funds and other plan asset vehicles a plus.
- Experience with 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 analytical, investigatory, and problem-solving skills.
- Strong writing and research skills.
- Ability to effectively lead and collaborate on projects and initiatives and to build relationships with business partners, risk and compliance, while exhibiting behavior consistent with Fidelity’s culture and values.
- Ability to work independently under pressure in a fast-paced and dynamic environment handling multiple projects simultaneously with minimal day-to-day supervision.
- Excellent presentation, oral communication, and ability to influence diverse groups of professionals, including external clients and senior executives.
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.
How Your Work Impacts the Organization
You will play an important role in advising WI leaders, product teams, relationship management, sales professionals, and others. Your role will be critical to the smooth running of Fidelity’s recordkeeping and trust business. You will work closely with a dynamic, highly skilled, and collaborative group of legal, risk and compliance professionals.
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 top 10 Best Place to Work in 2024. 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.
Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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, detailed in this document, 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.
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.
Company overview
At Fidelity, we are passionate about 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. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
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This is my Fidelity
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
