DC/DB Senior Compliance Consultant

About the role

The Role As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships.

Responsibilities

• Consult with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements.
• Facilitate sophisticated strategic discussions with clients to understand their business and employee benefit programs.
• Project development, implementation, and delivery.
• Involvement in creative solutioning for new and prospective clients to the firm and growing existing client relationships.
• Apply skills to help engage associates and encourage a satisfying and productive work atmosphere.
• Thrive in fast-paced, ambiguous environments, applying astute reasoning and flexibility to navigate uncertainty.
• Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
• Lead by example, inspiring and mobilizing others toward a common goal.

Requirements

• Bachelor's Degree
• 12+ years of experience in retirement benefits industry and/or consulting to large companies
• Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
• Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
• Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material
• Similar experience with health and welfare plans would also be a plus
• Experience with IRS/DOL correction programs and submissions
• Outstanding partnership skills and ability to inventively influence others across groups
• Strong critical thinking and problem-solving skills
• Excellent oral and written communication skills

Qualifications

• Expertise in qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
• Experience with IRS/DOL correction programs and submissions
• Outstanding partnership skills and ability to inventively influence others across groups
• Strong critical thinking and problem-solving skills
• Excellent oral and written communication skills

Skills

• Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
• Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material
• Similar experience with health and welfare plans would also be a plus
• Experience with IRS/DOL correction programs and submissions
• Outstanding partnership skills and ability to inventively influence others across groups
• Strong critical thinking and problem-solving skills
• Excellent oral and written communication skills

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Pay

The base salary range for this position is $110,000-$222,000 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.

Schedule

Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.