Senior Compliance Consultant

Fidelity Investments

. Consult with large defined contribution and/or defined benefit clients on strategies aligning retirement benefit programs with business objectives and goals under ERISA and other regulatory requirements .

Posted 9/24/2026full-timeRemote • United StatesSenior💰 $110,000 - $222,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in retirement benefits consulting, including knowledge of ERISA regulations and the ability to draft and review benefit plan documents. Proven track record in client relationship management and strategic problem-solving within a team-oriented environment.

Highest-signal resume keywords

12+ Years Experience In Retirement Benefits IndustryJuris Doctorate (ERISA Specialty)Knowledge Of Defined Contribution And Defined Benefit PlansExperience Drafting Employee Benefit Plan DocumentsOutstanding Partnership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Benefits ConsultingERISA ComplianceDefined Contribution PlansDefined Benefit PlansNon-Qualified Retirement DesignTaxation IssuesIRS/DOL Correction ProgramsPlan Document DraftingSPDs ReviewLegislative Knowledge

Soft Skills

Critical ThinkingProblem-SolvingOral CommunicationWritten CommunicationInfluencing Skills

Certifications & Qualifications

Juris DoctorateASPPA CPC

Industry Keywords

ERISAIRSDOLDefined ContributionDefined BenefitEmployee Benefit ProgramsComplianceConsultingClient Relationship ManagementStrategic Discussions

About the role

Key responsibilities & impact

Consult with large defined contribution and/or defined benefit clients on strategies aligning retirement benefit programs with business objectives and goals under ERISA and other regulatory requirements
Facilitate sophisticated strategic discussions with clients to understand their business and employee benefit programs
Lead project development, implementation, and delivery
Support creative solutioning for new and prospective clients
Grow existing client relationships
Work in a team-focused and dynamic environment
Engage associates and encourage a satisfying and productive work atmosphere

Requirements

What you’ll need

Bachelor's Degree
12+ years of experience in the retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans
Knowledge of non-qualified retirement design and compliance/taxation issues
Knowledge of legislative and regulatory requirements (ERISA/IRS/DOL)
Experience drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement benefits
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance
Student loan repayment
Tuition reimbursement
Learning resources to develop your career
Bonus or other variable compensation may be included depending on position and eligibility