Job Description:
Do you enjoy resolving complex legal issues and leading negotiations to support business growth?
This role is responsible for representing and protecting Fidelity in the drafting and negotiation of various types of agreements with Fidelity’s largest plan sponsor clients. The Contracts Manager works with Sales, Relationship Management, Operations, Finance, Product Management, Compliance, Finance and Corporate Legal to reach the desired business goals of Fidelity, while managing legal/compliance risk for Fidelity.
The Team
The Contracts team is an organization of professionals who have charge over the legal, risk and business contractual framework for trust and other service agreements with our Workplace Investing clients. We are part of the larger Workplace Investing Organization. We are client-facing associates who partner closely with the business and internal legal teams in all phases of the contracting process. We strive to build strong client relationships, while protecting the firm from risk.
The Expertise You Have
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Requires a JD and 4-year college degree
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1 to 3 years compliance/legal experience, preferably involving contracts negotiation and drafting
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Knowledge of retirement and health plan products, services and the laws and regulations that apply to them (ERISA, Internal Revenue Code, HIPPA, data privacy laws etc.)
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Understanding of key general commercial contract terms such as confidentiality, indemnification, limits on liability, warranties, data privacy, etc.
The Skills You Bring
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You possess excellent legal analysis and problem-solving skills that will enable you to function as the primary representative in the resolution of complex negotiation issues with clients and their counsel (internal and external)
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You take initiative in identifying and resolving contracting issues and in developing creative solutions that address client concerns and protect Fidelity
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You have the ability to develop new relationships throughout Fidelity on behalf of the team and collaborate with business partners
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You have outstanding oral and written communications skills and can confidently present and make decisions
The Value You Deliver
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You successfully complete the drafting, negotiation and execution of agreements for Fidelity’s Workplace Investing business with minimal direction, while serving as the face of Fidelity and providing one of the first customer experiences for new clients
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You use your analytic and creativity skills to find compromise in negotiations that meets the clients’ needs while still protecting Fidelity
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You provide leadership in the deals you negotiate and serve as a subject matter expert for contractual issues and questions from business partners
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You create relationships across Fidelity and work closely with a team of professionals to deliver outstanding service to our business
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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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.