Vice President, Retirement Compliance
About The Position
As Vice President of Retirement Compliance, you will be responsible for the development and execution of compliance strategies for defined contribution (DC) and defined benefit (DB) programs. You will serve as a trusted advisor to colleagues and plan sponsors to understand employer and employee benefit programs needs, as well as supporting project development, implementation, and delivery. This role is responsible for helping to shape innovative solutions that align retirement benefit programs with corporate objectives and evolving regulatory landscapes. This role drives thought leadership, influences industry standards, and ensures strategic compliance excellence across client portfolios.
Requirements
- 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.
- Outstanding partnership skills and ability to inventively influence others across groups
- Strong critical thinking and problem-solving skills
- Excellent oral and written communication skills
- Bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments.
- A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.
- High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
- Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
- Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
- Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
- Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
- Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
- Leadership-Focused : Held leadership roles that required vision, accountability, and the ability to encourage and mobilize others toward a common goal.
Nice To Haves
- Similar experience with health and welfare plans would also be a plus
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
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
Ph.D. or professional degree
Number of Employees
5,001-10,000 employees
