Senior Amendment Consultant

Fidelity•Covington, KY

About The Position

The Senior Amendment Consultant leads team members in identifying, resolving, and addressing complex issues that affect multiple business units. The role determines a course of action for resolving matters and responds to complicated regulatory inquiries related to amendments to Fidelity’s Preapproved Plan documents. The consultant analyzes internal processes and provides direction to business leaders on process improvements, while managing planning, processes, and projects for complex situations. The Senior Amendment Consultant consults with Fidelity Legal and Compliance, clients, attorneys, external consultants, and Client Relationship Management on complex issues and regulatory inquiries. The role reviews existing plan setups to determine the steps needed to achieve clients’ intended outcomes. For Auto Solutions and Vesting consultations, the consultant serves as a subject matter expert, proposes solutions aligned with Fidelity’s point of view, and explains dependencies and impacts on clients and participants. The Amendment Consulting team supports all WI markets that use the preapproved document and partners with Legal, Compliance, Preapproved Program Management, Client Relationship Management, Implementation Project Management, and operational business partners. The team supports the successful completion of more than 25,000 amendments annually. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve. This transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Employment may be restricted for individuals with certain criminal histories under laws and regulations governing Fidelity’s business.

Requirements

Defined contribution retirement plan experience.
Extensive knowledge of Auto Solutions and Vesting.
Previous work with Product Central and XTRAC.
Understanding of ERISA, IRC, and DOL regulations related to 401(k) and 403(b) plans.
Understanding of defined contribution documents, including experience with Fidelity’s 401(k) and 403(b) preapproved documents.
Knowledge of Fidelity products, services, policies, and procedures.
Ability to prioritize work based on urgency, risk, client expectations, and project deadlines.
Effective time management.
Strong written and verbal communication skills.
Strong negotiation skills and ability to articulate a point of view compellingly and succinctly.
Ability to work independently in a fast-paced environment and handle a large volume of work.
Ability to comprehend and explain technical concepts.
Strong problem-solving and client-management skills.
Ability to apply knowledge to create workable solutions.
Pre-Approved Plan Document experience.

Responsibilities

Lead team members in identifying, resolving, and addressing complex issues affecting multiple business units.
Define courses of action to resolve matters and respond to complicated regulatory inquiries related to amendments to Fidelity’s Preapproved Plan documents.
Analyze internal processes and advise business leaders on process improvements.
Manage planning, processes, and projects involving complex situations.
Consult with Legal and Compliance, clients, attorneys, external consultants, and Client Relationship Management on complex issues and regulatory inquiries.
Review existing plan setups and determine steps needed to achieve clients’ intended outcomes.
Serve as a subject matter expert for Auto Solutions and Vesting consultations; propose solutions consistent with Fidelity’s point of view and explain dependencies and impacts to clients and participants.
Complete Auto Solutions consultations, Vesting consultations, and higher-level complex amendments.
Stay current on developments in the financial and retirement industries and related regulations.

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