Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Legal Counsel - Retirement Plans

Fidelity Investments

Fidelity will not provide immigration sponsorship for this position.Job Description:The RoleThe 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.The Expertise and Skills You BringThe role calls for the following experience and expertise: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.In addition, the role calls for the following capabilities and 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 TeamYou will play an important role in primarily advising WI operations, product teams, relationship management, sales professionals, and others. Your role will be critical to the smooth running of Fidelity’s recordkeeping and trust business and the business teams that support retirement investors across the enterprise. You will work closely with a dynamic, highly skilled, and collaborative group of legal, risk and compliance professionals. Fidelity’s Onsite Working ModelFidelity 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.Certifications:Category:LegalPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.SummaryLocation: Westlake, TXType: Full time

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Legal Counsel - Retirement Plans in Westlake, OH vacancy
  • $153k - $210k

     ...Senior Counsel, Commercial page is loaded## Senior Counsel, Commercialremote...  ...team on all health plan partner related work. This role...  ...team by translating complex legal topics into relevant, insightful...  ...health insurance, life insurance, retirement benefits, participation in... 
    Senior
    Retirement
    Contract work
    Temporary work
    Work experience placement
    Local area
    Work from home

    Cityblock

    Brooklyn, OH
    1 day ago
  •  ...Sr. Director, Corporate Financial Planning & Analysis (FP&A) Sr. Director, Corporate...  ...complex financial matters clearly to senior leaders and colleagues outside finance....  ..., Short & Long Term Disability ~4% retirement contribution Employer match ~ Incentive... 
    Senior
    Retirement
    Temporary work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Cleveland Diagnostics, Inc.

    Rocky River, OH
    1 day ago
  • $115k - $145k

     ...Senior Tax ManagerLocation: Greater Cleveland area, OH (city and suburbs; hybrid) Compensation...  ...-level review of complex returns and planning deliverablesLead tax planning, entity...  ...benefits package, including health and retirement benefitsGenerous PTO and paid holidaysHybrid... 
    Senior
    Retirement
    Flexible hours

    gpac

    Avon, OH
    3 days ago
  • $115k - $145k

     ...Senior Tax Manager OpportunityLocation: Greater Cleveland area, OH (city and suburbs;...  ...final-level review of complex returns and planning deliverablesLead tax planning, entity structuring...  ...benefits package, including health and retirement benefitsGenerous PTO and paid... 
    Senior
    Retirement
    Flexible hours

    gpac

    Westlake, OH
    3 days ago
  •  ...preparedness? As a Business Resiliency Testing Senior Manager, you will support Fidelity's...  ...in their response and recovery plans.The Expertise and Skills You BringTo thrive...  ...laws governing securities, investment and retirement-related financial activities and the rules... 
    Senior
    Retirement
    Full time

    Fidelity Investments

    Westlake, OH
    21 hours ago
  •  ...sponsorship for this positionThe RoleThe Senior Manager, Regulatory Governance in...  ...or equivalent. 7 plus years of financial planning, accounting or program management experience...  ...laws governing securities, investment and retirement-related financial activities and the... 
    Senior
    Retirement
    Full time

    Fidelity Investments

    Westlake, OH
    4 days ago
  •  ...achieve their financial goals. You will plan and conduct various types of qual and quant...  ...and execute research studies. As a Senior UX Researcher, you will: Engage daily with...  ...laws governing securities, investment and retirement-related financial activities and the rules... 
    Senior
    Retirement
    Full time

    Fidelity Investments

    Westlake, OH
    2 days ago
  •  ...sponsorship for this position.Job Description:Senior Manager, Treasury OperationsFidelity...  ..., performance management, succession planning, and cross-training.FINRA Series 99 required...  ...governing securities, investment and retirement-related financial activities and the rules... 
    Senior
    Retirement
    Full time

    Fidelity Investments

    Westlake, OH
    2 days ago
  • Your OpportunityJob SummarySchwab Retirement Technologies is seeking an experienced Senior Product Owner with deep domain expertise in retirement recordkeeping systems and defined contribution plan administration. This role will apply hands-on knowledge of retirement plan... 
    Senior
    Retirement
    Full time

    The Charles Schwab Corporation

    Westlake, OH
    4 days ago
  • $140k - $180k

     ...Audit Senior Manager Location: Greater Cleveland area, OH (city and suburbs; hybrid...  ...Manage large, complex audit engagements from planning through completion Research and...  ...benefits package, including health and retirement benefits Generous PTO and paid holidays... 
    Senior
    Retirement
    Flexible hours

    GPAC

    Avon, OH
    3 days ago
  •  ...or operational changes on existing and planned product capabilities.Supports production...  ...) and five (5) years of experience as a Senior Manager, Product Management (or closely...  ...laws governing securities, investment and retirement-related financial activities and the rules... 
    Senior
    Retirement
    Full time

    Fidelity Investments

    Westlake, OH
    1 day ago
  •  ...specified locations.Schwab’s Workplace Services (WS) supports retirement, stock plan, and designated brokerage services for corporations and...  ...EquiView scales, the WS Digital Product Management team seeks a Senior Digital Product Owner with equity compensation financial... 
    Senior
    Retirement
    Full time
    Work at office

    The Charles Schwab Corporation

    Westlake, OH
    10 hours ago
  •  ...leading to implementation.Assists in the planning and conducting of user acceptance...  ...and three (3) years of experience as a Senior Software Engineer/Developer (or closely...  ...laws governing securities, investment and retirement-related financial activities and the rules... 
    Senior
    Retirement
    Full time

    Fidelity Investments

    Westlake, OH
    1 day ago
  •  ...and development of software applications primarily focused on retirement plan administration. Participate in an agile team of developers,...  ...reliability and maintainability. Collaborate with architects and senior engineers to define technical designs and document solution... 
    Senior
    Retirement
    Remote work

    The Charles Schwab Corporation

    Westlake, OH
    3 days ago
  • $5,000 per month

     ...Benefits*: ~ Earn up to 1% wage increase every quarter ~401K Retirement Plan with Safe Harbor matching contribution ~ Length of Service...  ...Plan ~ An employee engaged scheduling system ~ Sinceri Senior Living Discount Marketplace ~ WalkingSpree rewards for... 
    Senior
    Retirement
    Hourly pay
    Part time
    Remote work
    Shift work
    Afternoon shift

    Hcshiring

    Westlake, OH
    5 days ago
  •  ...Description Q-Lab Corporation is currently seeking a Senior Manufacturing Engineer. This role is responsible for leading cross functional...  ...package including profitability bonus and company-funded retirement plan. Comprehensive benefits: Health, Vision, Dental, Disability... 
    Senior
    Retirement
    Work experience placement

    Q-Lab Corporation

    Westlake, OH
    4 days ago
  • Senior Director, FP&A - Remote page is loaded## Senior Director, FP&A - Remotelocations...  ...looking for a **Senior Director, Financial Planning & Analysis** to lead FP&A for Purchasing...  ..., company-paid Basic Life/AD&D* 401(k) Retirement Plan* Paid Time Off* Career Development*... 
    Senior
    Retirement
    Work experience placement
    Local area
    Remote work

    Prog Leasing, LLC

    North Olmsted, OH
    4 days ago
  • Senior Director, FP&A - Remote page is loaded## Senior Director, FP&A - Remotelocations...  ...looking for a **Senior Director, Financial Planning & Analysis** to lead FP&A for Purchasing...  ..., company-paid Basic Life/AD&D* 401(k) Retirement Plan* Paid Time Off* Career Development*... 
    Senior
    Retirement
    Work experience placement
    Local area
    Remote work

    Prog Leasing, LLC

    North Olmsted, OH
    3 days ago
  •  ...Description Job Description Description We are seeking a Senior Substation Relay + Controls Engineer to lead the design...  ...~ Bi-annual profit sharing ~ Employee Ownership Stock Plan (ESOP) ~401K retirement plan ~ Life insurance ~ HSA and FSA options ~... 
    Senior
    Retirement
    Temporary work
    Work at office

    ISG

    North Olmsted, OH
    11 days ago
  •  ...transform the finance industry together.As a Senior Financial Planner with Schwab Wealth...  ...you will deliver comprehensive financial plans for sophisticated client situations. You...  ...across estate planning, risk management, retirement income planning, and investment allocation... 
    Senior
    Retirement
    Full time

    The Charles Schwab Corporation

    Westlake, OH
    4 days ago
  •  ...provide immigration sponsorship for this position.Job Description:Senior Investigator- Post-Hire InvestigationsThe RoleAs a Senior...  ...ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous... 
    Senior
    Retirement
    Full time

    Fidelity Investments

    Westlake, OH
    21 hours ago
  •  ...architecture, engineering, environmental, and planning services to communities across the...  ...into meaningful, lasting impact. The Senior Electrical Field Engineer is...  ...Employee Ownership Stock Plan (ESOP) ~401K retirement plan ~ Life insurance ~ HSA and FSA... 
    Senior
    Retirement
    Temporary work
    For contractors
    Work at office

    ISG

    North Olmsted, OH
    11 days ago
  •  ...this position.Job Description:The Role The Senior Tax Manager is primarily responsible for...  ...Shareholder Reporting, Compliance, Legal, and Fund TreasuryFidelity’s Onsite Working...  ...laws governing securities, investment and retirement-related financial activities and the rules... 
    Senior
    Retirement
    Full time

    Fidelity Investments

    Westlake, OH
    1 day ago
  •  ...Description We are seeking an experienced Senior Physical Substation Engineer to lead the...  ...views, bus work layouts and equipment plans, grounding layouts and calculations per IEEE...  ...Ownership Stock Plan (ESOP) ~401K retirement plan ~ Life insurance ~ HSA and FSA options... 
    Senior
    Retirement
    Temporary work
    Work at office

    ISG

    North Olmsted, OH
    11 days ago
  •  ...sponsorship for this position.Job Description:Senior Manager Tax, Enterprise Tax ComplianceThe...  ...where collaboration with Operations, Legal, Technology and Product groups occurs to...  ...regulations applicable to financial services and retirement productsUnderstanding of cost basis,... 
    Senior
    Retirement
    Full time

    Fidelity Investments

    Westlake, OH
    4 days ago
  •  ...also provide competitive compensation and a robust benefits plan. The Senior Manager – Government Audit will be responsible for...  ...financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k with 3% contribution) Life Insurance (Basic, Voluntary... 
    Senior
    Retirement
    Temporary work
    Work experience placement
    Work at office
    Local area

    Rea-Grou

    Avon, OH
    3 days ago
  •  ...this position.Job Description:The RoleAs a Senior Analyst, Derivatives, you will be...  ...Derivatives Analyst will support includes legal trade confirmation, periodic payments, exchange...  ...governing securities, investment and retirement-related financial activities and the rules... 
    Senior
    Retirement
    Full time
    Work experience placement
    Work at office

    Fidelity Investments

    Westlake, OH
    21 hours ago
  •  ...Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among... 
    Senior
    Retirement
    Full time

    Fidelity Investments

    Westlake, OH
    1 day ago
  • $141.03k - $183.34k

     ...Position Information Position Title Position Title Senior Manager, AI Enablement Position Type Position Type...  ...Long-term care coverage options, and Life insurance Retirement ~ State retirement plan with 14% employer matching to help you plan for the future... 
    Senior
    Retirement
    Full time
    Temporary work
    Part time
    Work at office
    Remote work
    Flexible hours
    2 days per week

    Northeast Ohio Medical University

    North Olmsted, OH
    2 days ago
  •  ...speaking opportunities. Competitive Benefits: Benefit from an extremely competitive package, including health, disability, and retirement plans. Position Requirements: . ~8+ years of relevant litigation experience in real estate, corporate, or contract law,... 
    Retirement
    Contract work
    Weekend work
    Afternoon shift

    True North Consultants

    Westlake, OH
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Legal Counsel - Retirement Plans. Be the first to apply!