ERISA Compliance Analyst - Employee Benefits

Fidelity Investments Inc.; Covington (KY); Sur place; USD 85 000 - 120 000; Plein temps

Résumé du poste

Fidelity Investments Inc. in Covington, KY is seeking a Compliance professional to join Workplace Investing (WI) Compliance.

You will provide guidance to business partners on regulatory requirements and help ensure that products and services meet ERISA, DOL, IRS and other laws. The role collaborates with Legal, Risk, Product and other teams to influence product decisions and respond to regulatory inquiries.

Qualifications

• Bachelor’s degree, or equivalent.
• Experience in employee benefits industry required.
• Experience in compliance, risk management, and/or financial services is preferred.
• Knowledge of federal laws, regulations, and agencies governing business lines supported (e.g., ERISA, Department of Labor, Internal Revenue Service) is strong.
• Ability to apply critical thinking to understand, interpret and apply regulatory and legal requirements.
• Strong interpersonal and influencing skills, including ability to collaborate across the organization, with peers and management, to deliver results.
• Strong verbal and written communications skills - ability to present ideas and complex information clearly and effectively through multiple channels.
• A proven track record to identify, analyze and resolve problems independently, and call out matters when appropriate.
• Detail oriented and well organized to effectively prioritize your work queue and meet timelines.

Responsabilités

• Provide compliance guidance for existing products and services.
• Monitor, review and disseminate requirements of new laws, regulations and other guidance applicable to employee benefit plans and products.
• Provide decision support to resolve compliance issues that arise in the business. Respond to regulatory inquiries for workplace accounts/products.
• Draft and review policies and procedures for specific compliance content.
• Develop enhanced reporting driving visibility & measurement of program effectiveness.

Connaissances

ERISA knowledge

Regulatory familiarity

Analytical thinking

Communication

Cross-functional collaboration

Formation

Bachelor’s degree

Outils

SharePoint

Microsoft Office

Description du poste

Fidelity Investments Inc. in Covington, KY is seeking a Compliance professional to join Workplace Investing (WI) Compliance.

You will provide guidance to business partners on regulatory requirements and help ensure that products and services meet ERISA, DOL, IRS and other laws. The role collaborates with Legal, Risk, Product and other teams to influence product decisions and respond to regulatory inquiries.