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Director of Contracts

Fidelity Investments
United Statesfull_timeVerifiedPosted 9 Sept 2024

About the role

Job Description:

In this role you will provide counsel to Fidelity Workplace Services, taking ownership for the negotiation of diverse types of service, trust and custody agreement with our tax-exempt  plan sponsor clients. You will work with a dynamic and collaborative team of highly skilled professionals in Sales, Relationship Management, Operations, Finance, Product Management, Compliance, Finance and Corporate Legal to reach desired business goals of Fidelity, while mitigating risk.

The Team

We are an organization of professionals who have charge over the contractual legal, risk and business framework for client service agreements with our Tax-Exempt workplace clients. We are client-facing associates who collaborate with internal business partners and external clients in all phases of the contracting process. We strive to build strong client relationships for one of the most dynamic businesses of Fidelity.

The Expertise You Have

  • Effective speaking, presentation, and contract drafting, review and negotiations skills
  • Keen knowledge of ERISA, plan benefit rules and regulations and retirement plans
  • High level interpersonal and diplomacy skills
  • Minimum of 5-8 years of shown experience, preferably including retirement, compliance/legal experience
  • Requires a four (4) year college degree, JD strongly preferred
  • Law firm or equivalent experience preferred

The Skills You Bring

  • Sound tactical thinking skills, excellent judgment, and decision-making skills
  • Professional maturity, confidence, presence, and initiative
  • Sharp oral and written communication skills, in particular the ability to simplify complex contract issues for straightforward, practical analysis and resolution
  • Collaborative approach in forging pragmatic, creative solutions and building consensus across a variety of contract issues in a dynamic environment
  • Curiosity about developing skills to provide contract support to other WI Service lines in the employee benefits space

The Value You Deliver

  • You will be a critical member of the WI Contract Team
  • You will collaborate with a small team of contract attorneys in the United States to support Fidelity’s goals of retaining and acquiring new tax-exempt clients.
  • You will effectively lead to completion the drafting, negotiation, and execution of a range of agreements, including NDA’s, recordkeeping agreements, trust/custody agreements and other documentation on behalf of Fidelity
  • You will serve as the face of Fidelity in contract discussions with clients and provide one of the first customer experiences for prospective clients
  • You will use your analytic and creativity skills to find compromise in opposing perspectives that satisfy the clients’ needs while protecting Fidelity
  • You will build cross-company relationships and work closely with a team of professionals to deliver outstanding service to our business
  • You will assist in supporting certain administrative functions such as reporting, contract process/retention management, etc.
  • You will stay primed, and be a trusted advisor on, legal and regulatory changes that impact Fidelity's provision of equity compensation services
  • You will serve as a reliable subject matter authority for contractual issues and questions from business partners

Certifications:

Category:

Legal

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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Company

Fidelity Investments

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