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Fidelity Investments
Westlake, TX, United States
Job Description: Director of Contracts - Stock Plan Services Role In this role you will provide counsel to Fidelity Workplace Services, taking ownership for the negotiation of diverse types of service and transactional documents with our equity compensation and retirement plan sponsor clients. You will work with a dynamic and collaborative team
Job Source: Fidelity InvestmentsFidelity Investments
Roanoke, TX, United States
Job Description: Director of Contracts - Stock Plan Services Role In this role you will provide counsel to Fidelity Workplace Services, taking ownership for the negotiation of diverse types of service and transactional documents with our equity compensation and retirement plan sponsor clients. You will work with a dynamic and collaborative team
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Job Source: Caterpillar, Inc.Roanoke, TX, United States
Job Description:
Director of Contracts - Stock Plan Services
Role
In this role you will provide counsel to Fidelity Workplace Services, taking ownership for the negotiation of diverse types of service and transactional documents with our equity compensation and retirement plan sponsor clients. You will work with a dynamic and collaborative team of highly skilled professionals in Sales, Relationship Management, Operations, Finance, Product Management, Compliance, Finance and Corporate Legal to reach desired business goals of Fidelity, while mitigating risk.
The Expertise You Have
Effective speaking, presentation, and contract drafting, review and negotiations skills
Keen knowledge of U.S. securities laws, rules and regulations, and data privacy laws
High level interpersonal and diplomacy skills
Minimum of 5-8 years of shown experience, preferably including brokerage, compliance/legal experience
Requires a four (4) year college degree, JD strongly preferred
Law firm or equivalent experience preferred
The Skills You Bring Sound tactical thinking skills, excellent judgment, and decision-making skills
Professional maturity, confidence, presence, and initiative
Sharp oral and written communication skills, in particular the ability to simplify complex contract issues for straightforward, practical analysis and resolution
Collaborative approach in forging pragmatic, creative solutions and building consensus across a variety of contract issues in a dynamic environment
Curiosity about developing skills to provide contract support to other WI Service lines in the employee benefits space
The Value You Deliver You will be a critical member of the WI Contract Team
You will collaborate with a small team of contract attorneys in the United States and United Kingdom to support Fidelity's goals of retaining and acquiring new equity compensation clients.
You will effectively lead to completion the drafting, negotiation, and execution of a range of agreements, including NDA's, services agreements, data privacy agreements and other documentation on behalf of Fidelity
You will serve as the face of Fidelity in contract discussions with clients and provide one of the first customer experiences for prospective clients
You will use your analytic and creativity skills to find compromise in opposing perspectives that satisfy the clients' needs while protecting Fidelity
You will build cross-company relationships and work closely with a team of professionals to deliver outstanding service to our business
You will assist in supporting certain administrative functions such as reporting, contract process/retention management, etc.
You will stay primed, and be a trusted advisor on, legal and regulatory changes that impact Fidelity's provision of equity compensation services
You will serve as a reliable subject matter authority for contractual issues and questions from business partners.
The Team
We are an organization of professionals who have charge over the contractual legal, risk and business framework for client service agreements with our Stock Plan Services clients. We are client-facing associates who collaborate with internal business partners and external clients in all phases of the contracting process. We strive to build strong client relationships for one of the most dynamic businesses of Fidelity.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at [redacted] or call [redacted], prompt 2, option 2 if you would like to request an accommodation.
Certifications:
Category:
Legal
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
Email Alert for Director of Contracts jobs in Roanoke, TX, United States
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