Business Legal Counsel
Fidelity International
il y a 3j

About the opportunity

Department Description

Cross-border Workplace Investing Business

Fidelity is a leading provider globally of Workplace Investing (WI) solutions to multi-national companies. The Cross-border WI business is a strategically important element of this proposition, ensuring that Fidelity can meet the international needs of its clients and of its clients’ employees as they save for retirement.

The business currently offers two main solutions, namely :

  • an International Pension Plan solution that allows multi-national companies to provide employer-sponsored retirement provision to employees based all around the world; and
  • a new, multi-country European solution to meet the needs of multi-national companies across the EU’s employer-sponsored pension market (the IORP market.
  • Called the Fidelity European Pension Plan (FEPP)), this business launched in January 2021.

    We are a dynamic and flexible team committed to developing and providing the best client offering and services in a demanding and evolving market place and a core contributor to the development of Fidelity’s global client relationships, as well as and Fidelity’s business goal of retaining and developing every client.

    Purpose of your role

    Reporting to the Head of UK Business Legal, you will be responsible for supporting the cross-border occupational pension scheme business set up in accordance with Directive (EU) 2016 / 2341 on the activities and supervision of institutions for occupational retirement provision (IORPs) in all legal matters, including dealing with Irish unit-linked policy matters.

    Key Responsibilities

  • Analysing / summarising where appropriate local legal and regulatory requirements for conducting occupational pensions business in selected European and international countries.
  • Drafting and negotiating all relevant legal contracts including depositary, administrator outsourcing agreements and investment fund / services related agreements.
  • Drafting and negotiating core client agreements for new business, including participation agreements, fee agreements and pension rules.
  • Advising business on matters relating to data protection / GDPR.
  • Co-ordinating local market legal advice.
  • Supporting Compliance in reviewing client and member marketing and disclosure documentation to ensure compliance with local regulations.
  • Identifying required legal policies and drafting or amending existing policies to cater for the new line of business.
  • Co-operation with multiple teams, amongst others with legal, risk and compliance teams in Europe, as well as other departments related to the Fidelity’s retirement operations and this will involve periodic travel between Luxembourg and the UK and possibly Dublin.
  • Report and escalate risk events and all relevant matters to senior management and oversight teams as required.
  • Supporting wider WPFH Legal team on ad-hoc projects, commercial contracts and legal research from time to time.
  • About you

    Experience and Qualifications Required

  • Relevant professional qualification; qualified lawyer in a relevant area of financial services.
  • The role requires an understanding around the cultural sensitivities of dealing with multiple jurisdictions, legislation, regulations and languages.
  • Energy and enthusiasm to add value when advising on legal and regulatory matters in a pragmatic and commercial manner placing the client and scheme members at the centre of recommendations.
  • Ideally, knowledge of occupational pension scheme legal constructs in a territory where pension schemes are well developed.
  • Experience in negotiation of commercial agreements.
  • Experience of financial services and pensions regulators in different jurisdictions.
  • Understanding of life company structure and open architecture platforms.
  • Complete fluency in French and English, with other European languages a bonus.
  • About Fidelity International

    Fidelity International offers investment solutions and services and retirement expertise to more than 2.56 million customers globally.

    As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term.

    Operating in more than 25 locations and with $783.6 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

    Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance.

    Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

    Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

    We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

    We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients.

    We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations.

    We call this new approach "dynamic working".

    Find out more about what we do, our history, our new approach of "dynamic working" and how you could be a part of our future at https : / / careers. / about-us

    Applying to this Job Role : Please note you are only required to upload your CV / Resume to the application screen.

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