Note: Fidelity will not provide immigration sponsorship for this position.
The Role
This position is responsible for leading a team of associates optimizing the customer experience at Fidelity, as it relates to IRS Pre-Approved Document Amendments. The Amendment Consultant provides document and ERISA compliance support to clients and investment professionals, who sell, market and service the 401(k)/403(b) retirement business. The Amendment Consulting team supports all WI markets, including TEM, and partners closely with the Legal, Implementation Project Management, Client Relationship Management, and Sales groups to ensure successful completion of Amendments.
Use your skills, experience and talents to be a leader in groundbreaking thinking and visionary goals. You will take the lead as you:
Draft key objectives, strategies and apply the data to make business decisions
Accountable for the Amendment Consulting process, delivering in the service model and communicating the service needs with business partners
Lead, manage and collaborate with cross-functional teams, business partners and stakeholder management for The Amendment Consulting process
Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with the Amendment Consulting strategy.
The Expertise and Skills You Bring
Bachelor’s Degree is required
Experience managing operations teams, preferably in multiple site
Experience working in an Agile environment, preferred
ASPPA designation, preferred
You are comfortable working in an Agile environment
You have led successful process improvement projects – using the Agile methodology
Your ability to manage associates in a matrix structure
Skills (effective communication, able to work with teams, presentation skills) required for the role.
Leading client support teams
Managing to appropriate Key Process Indicators (KPI)
Coordinating associates across multiple teams
Resolving escalations to successful outcomes
Work with Business Partners to minimize risk
The Team
The Amendment Consulting team is part of the WI Implementation team within Workplace Investing (WI).
Pre-Approved Document Amendment support is offered across all markets within WI.
Services include:
Primary Client Contact for IRS Preapproved Document Amendment requests
Respond to technical and process related questions from clients and business partners
Participation in assigned projects as required
Stakeholders include our clients (Plan Sponsors), Managing Directors (Fidelity Relationship Managers), Senior Management, Legal, and Associates across Implementation and Internal Business Partners.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills Required
- Bachelor's degree
- Experience managing operations teams, preferably across multiple sites
- Experience working in an Agile environment
- ASPPA designation
- Experience leading process improvement projects using Agile methodology
- Ability to manage associates in a matrix structure
- Effective communication, teamwork, and presentation skills
- Experience leading client support teams
- Experience managing key process indicators (KPIs)
- Experience coordinating associates across multiple teams
- Experience resolving escalations to successful outcomes
- Ability to work with business partners to minimize risk
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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.
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