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Contracts Analyst
Fidelity Investments
Westlake, TX, United States
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The Contracts Manager will work closely with Fidelity sales, relationship management, legal resources, and implementation teams to drive efficient and risk-reducing contract processes in support of Fidelity’s defined contribution, defined benefit and health & welfare practices.
The Team
The Contracts team drafts and negotiates various types of service agreements with employee benefit plan sponsors. We are client-facing associates who work collaboratively with our internal business partners to reach desired business goals. We strive to create strong client relationships, while at the same time protecting the firm from risk.
The Expertise You Have
• 4-year college degree, JD strongly preferred
• Relevant compliance/legal experience preferred.
• 1-2 years of experience
The Skills You Bring
• You have strong analytical skills and the ability to excel in written or oral presentations and in complex negotiations.
• You have or are able quickly to build and maintain solid working knowledge across diverse fields relevant to employee benefit plans, including ERISA, DOL, IRS and HIPAA regulations, data privacy, intellectual property and securities law.
• You have or are able quickly to develop facility with Fidelity’s wide array of workplace service and product offerings, including recordkeeping, trust administration, plan investment options, and investment management services.
The Value You Deliver
• Drafting and negotiating various service agreements and amendments that effectively balance business needs with prudent control of potential exposure.
• Staying abreast of business, legal and regulatory changes that impact the contracts process and ensuring the timely identification, escalation and implementation of appropriate changes.