Representative Senior, BPS Client Contact

GL Trade Capital Market Solutions Inc.; Jacksonville (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and benefits

Opportunities for personal and professional growth

Inclusive and diverse work environment

Job summary

GL Trade Capital Market Solutions Inc. is seeking a Representative Senior, BPS Client Contact to analyze and draft retirement plan documents ensuring compliance with regulatory requirements. You will collaborate with cross-functional teams to maintain qualified plan documentation throughout its lifecycle.

The ideal candidate holds a Bachelor’s degree and has strong knowledge of defined-contribution retirement plans, excellent communication skills, and experience with plan document analysis.

Qualifications

• Bachelor’s degree or equivalent practical experience.
• Strong knowledge of ERISA, IRS qualification rules.
• Ability to interpret complex legal information.

Responsibilities

• Analyze retirement plan documents for compliance.
• Draft and maintain plan documents including 401(k) plans.
• Collaborate with stakeholders on plan design.

Skills

Strong knowledge of defined-contribution retirement plans

Experience analyzing plan documents

Excellent written communication skills

Strong analytical and problem-solving skills

Ability to manage multiple priorities

Education

Bachelor’s degree in business, finance or related field

Tools

Relius or similar platforms

Job description

Overview

Job Title: Representative Senior, BPS Client Contact (Qualified Plan Document Analyst). FIS is a fintech leader committed to building inclusive, diverse teams and innovating the way the world pays, banks, and invests.

Role

You will analyze, interpret, and draft retirement plan documents to ensure compliance with regulatory requirements and alignment with client objectives. You will partner with cross‑functional teams and clients to design, review, and maintain qualified plan documentation throughout its lifecycle, including complex events such as plan mergers, conversions, and restatements.

Responsibilities

• Analyze retirement plan documents to assess design features, compliance requirements, and regulatory alignment.
• Translate business and client requirements into customized, compliant prototype plan documents.
• Draft, maintain, and update plan documents including 401(k), profit‑sharing, and money‑purchase plans.
• Perform protected benefits reviews to preserve participant rights during plan changes and conversions.
• Identify inconsistencies, gaps, and risks across plan documents and recommend effective solutions.
• Ensure all documents align with current IRS, ERISA, and applicable regulatory guidance.
• Collaborate with internal stakeholders including legal, compliance, operations, and client‑facing teams.
• Support development of plan design documentation and implementation materials.
• Manage multiple projects while meeting deadlines in a fast‑paced, regulated environment.
• Contribute to process improvements, quality standards, and documentation best practices.

Required Qualifications

• Bachelor’s degree in business, finance, or related field, or equivalent practical experience.
• Strong knowledge of defined‑contribution retirement plans and plan document structures.
• Working knowledge of ERISA, IRS qualification rules, and regulatory compliance standards.
• Experience analyzing plan documents, including amendments, restatements, and conversions.
• Ability to interpret complex legal and technical information with high attention to detail.
• Strong analytical, problem‑solving, and critical‑thinking skills.
• Excellent written communication skills with the ability to produce clear, structured documentation.
• Ability to manage multiple priorities and collaborate effectively across teams.

Preferred Qualifications

• QKA (Qualified 401(k) Administrator) certification or advanced credential such as QKC or ERPA.
• Experience with plan mergers, conversions, and protected benefits analysis.
• Familiarity with plan document systems such as Relius or similar platforms.
• Experience maintaining plan document libraries or prototype language databases.
• Exposure to document quality assurance processes and discrepancy resolution.

What We Offer

• Opportunities to make an impact in fintech.
• Personal and professional learning.
• Inclusive, diverse work environment.
• Resources to give back to the community.
• Competitive salary and benefits.

Equal Opportunity Employer

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics.

ADA Disclaimer

In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case‑by‑case basis.