Jobs · Legal · Texas

Senior Legal Counsel - Retirement Plans

Fidelity Investments · Roanoke, TX · 1 mo ago
On-siteLegalFull-time

Note: Fidelity will not provide immigration sponsorship for this position.

About the role

The FMR LLC Legal Department is seeking to hire an 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, trust, and institutional business including product and service development, ongoing plan administration, reporting and disclosure, document and contract support, client escalation, 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.

Responsibilities

  • Advise on defined contribution plan recordkeeping, administration, trust, and institutional business
  • Support product and service development
  • Handle ongoing plan administration, reporting and disclosure
  • Provide document and contract support
  • Manage client escalation
  • Address investment related matters
  • Collaborate on advocacy for, and implementation of, new legislation and regulation affecting the business
  • Work with risk, compliance, government relations, relationship management, product, client experience, finance, sales, technology, and marketing teams across WI and the Fidelity enterprise

Requirements

  • JD and at least 5‑7 years of relevant law firm, industry or regulatory experience
  • Admitted to practice or willing to secure bar admission in the relevant jurisdiction
  • Working knowledge of employee benefits law applicable to defined contribution plans, small business retirement plans, and IRAs, focusing on the Internal Revenue Code and ERISA
  • Experience with brokerage accounts and securities laws as they relate to employee benefit plans is helpful

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 research, analytical, investigatory, and problem‑solving skills
  • Strong presentation, oral communication, and writing skills
  • Ability to effectively collaborate on projects and initiatives and to build relationships with business and legal partners, risk and compliance, while exhibiting behavior consistent with Fidelity’s culture and values
  • Ability to work under pressure in a fast‑paced and dynamic environment handling multiple projects simultaneously

The Team

You will play an important role in primarily advising

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