Fidelity

Fidelity

Sr. Plan Consultant

Smithfield, RI · Senior · Full-time

No sponsorshipDetected 1 day ago
SalesforceNegotiationProcess ImprovementCommunicationProblem SolvingTime ManagementMicrosoft OfficeMicrosoft Teams

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odds of building a lasting career here

16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

No strong sponsorship signal in the public record yet. In the full product we resolve the exact legal entity and show its filing history with a confidence score — treat as unverified until then.

Lottery odds assume a STEM candidate.

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About the role

  • We also complete the contract (Service Agreement) between the client and Fidelity.
  • During this process, the PC may need to negotiate the contract language.
  • Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.

Responsibilities

  • Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.
  • Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.
  • Sign documents on behalf of FMTC and Fidelity Workplace Services.

Requirements

  • The Expertise and Skills You Bring
  • Strong contract negotiation skills: ability to articulate a point of view in a compelling and succinct manner
  • Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion
  • Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans.

Nice to have

  • College Degree or equivalent experience preferred.
  • CPA, CEBS, ERPA or ASPPA designation(s), a plus.

Skills

  • Excellent written and verbal communication skills
  • Demonstrated problem solving and client management abilities
  • Possess the ability to apply learning and comprehend and explain technical concepts
  • ability to articulate a point of view in a compelling and succinct manner
  • Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC
  • Our success mitigates risk for the client and Fidelity.
  • Fidelity's Onsite Working Model
  • Fidelity 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.

Benefits

  • Previous Defined Contribution retirement plan experience preferred.

Company info

  • We are part of the Workplace Investing Implementation group.
  • We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document.
  • We work directly with employers, consultants, advisors, attorneys, and internal business partners.
  • This transition does not apply to fully remote roles.
  • Certifications:
  • Compliance Please 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.

Visa & Work Authorization

  • Note: Fidelity will not provide immigration sponsorship for this position.
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This listing is sourced directly from Fidelity's careers page and normalized into a canonical job model.