The Role
This SOC1 key control ensures that SIG updates to fulfillment systems are complete accurate and aligned with direction documentation provided to SIG as part of the larger implementation process. As issues are identified they are logged in tracking software and shared with upstream partners for correction. Subsequent updates are reviewed until resolution of all outstanding issues is complete. Application of your detailed configuration and product knowledge to identify gaps in plan specific rules by reviewing fulfilment systems.
The Expertise and Skills You Bring
Bachelors Degree or equivalent experience
Experience (4-6 years) in DC Implementation or plan configuration systems
QKA certification is a plus
Critical thinking and intellectual curiosity
Attention to detail
Ability to balance competing priorities
Quality and operations background
Knowledge of industry and regulatory requirements for Defined Contribution
Deep working knowledge of DC products & services (Auto-enrollment AIP Loans Vesting etc)
Deep working knowledge of key fulfillment systems (FPRS WPDT Product Central IPW etc)
Controls theory and design
The Team
The Plan Review Audit team plays a critical role in the WI Business focused on ensuring quality by identifying gaps in plan configuration for new Defined Contribution (DC) plans and emerging products as well as support for reconfiguration and maintenance of existing plans across all segments and plan types.
Please be advised that Fidelitys 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.
Required Experience:
IC
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