Fidelity Bank · 1 month ago
Vice President, Retirement Compliance
United States
Full-time
Remote
Senior Level, Lead/Staff
$130K/yr - $264K/yr
12+ years expFidelity Bank is seeking a Vice President of Retirement Compliance who will develop and execute compliance strategies for defined contribution and defined benefit programs. This role involves advising colleagues and plan sponsors, enhancing risk management practices, and ensuring compliance excellence across client portfolios.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Delivering compliance and regulatory support to our clients and Workplace Consulting associates as well as coordinating with other compliance resources across Fidelity
Contribute to Workplace Consulting’s thought leadership efforts, ensuring clients understand current and evolving regulations
Be responsible for and make recommendations to improve risk management practices and governance frameworks for client benefit programs
Qualification
Required
Extensive experience (12+ years) in retirement benefits industry and/or consulting to large companies, with proven leadership in compliance strategy
Juris Doctorate (ERISA specialty)
Well-practiced knowledge of qualified DC & DB as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements
Deep experience with ERISA, IRS and DOL regulations, correction programs and submissions
Experience with drafting and 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
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 and 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
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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