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Fidelity Investments · 1 day ago

Vice President, Retirement Compliance

Merrimack, NH

Full-time

Hybrid

Senior Level, Lead/Staff

$130K/yr - $264K/yr

12+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Vice President of Retirement Compliance. This role involves developing and executing compliance strategies for retirement programs while serving as a trusted advisor to colleagues and plan sponsors, ensuring strategic compliance excellence across client portfolios.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

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

Retirement benefits complianceERISA regulationsLeadership in compliance strategyQualified DC & DB knowledgeDrafting plan documentsPartnership skillsCritical thinkingProblem-solvingOral communicationWritten communication

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