SVP, Deputy General Counsel
Fidelity Investments · Boston, MA · 2 wk ago
On-siteLegal$185k–$400k/yrFull-time
About the role
The Senior Vice President, Deputy General Counsel role will be based in either Boston, MA or Washington, DC, leading a team of over 20 professionals supporting the Workplace Investing (WI) business.
Responsibilities
- Provide legal and strategic advice and counsel to our business partners on ERISA and related legal matters with respect to our proprietary collective investment trusts, private funds and managed accounts, including alternative investment products.
- Facilitation of the growth of the business in existing investment asset classes and support developing and launching new investment strategies and initiatives and evaluating new technology and tools relating to the offering of alternative investments.
- Provide legal and strategic advice to the WI defined contribution plan administration business, health and welfare benefit business, and related products and services they offer, as well as other retirement products and services throughout the firm.
- Advice will span product and service development, ongoing plan administration, reporting and disclosure, plan document and contract support, and investment related matters, among other things.
- Advise business and control function partners in the context of new business initiatives and implementation of new legal and regulatory requirements.
- Work closely with business and control function partners to identify changing laws and regulations and coordinate effective, fluid, and timely implementation of policy, process, and procedural changes to ensure compliance.
Qualifications
- J.D. required, member in good standing with the Massachusetts State Bar Association
- Excellent academic record
- A minimum of 10 years of relevant experience at a law firm and/or in-house at a top-tier leading financial services organization
- Expert knowledge of employee benefits law applicable to defined contribution plans including 401(a), 403(b) and 457 plans and health and welfare benefit plans, focusing on the Internal Revenue Code and ERISA
- Experience advising on collective investment funds, private funds, managed accounts and other plan asset vehicles
- Knowledge and experience with securities laws as they relate to employee benefit plans
- Experience managing and developing a team of seasoned legal professionals; demonstrated management experience in leading a team through change