Director, Plan Consulting

Fidelity Investments

Director of Plan Consulting leading and developing a team at Fidelity for IRS pre-approved document creation. Driving strategic objectives and ensuring compliance for 401(k) and 403(b) plans.

Posted 6/26/2026full-timeSmithfield • Kentucky, New Hampshire, Rhode Island, Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Lead and develop a team of 10-15 Plan Consultants supporting IRS pre-approved document creation and ongoing ERISA compliance for 401(k) and 403(b) plans
Champion innovation and execution excellence in Plan Consulting
Define and drive strategic objectives for Plan Consulting
Own the end-to-end Plan Consulting service model ensuring consistent, high-quality delivery
Use metrics and analytics to monitor performance and implement mitigation strategies
Coach and develop a high-performing, multi-site team of Plan Consultants
Navigate and resolve complex blocking issues
Partner closely with Legal, Implementation, Sales, and Relationship Management to ensure seamless delivery

Requirements

What you’ll need

Bachelor’s degree required
Proven leadership experience managing teams, preferably across multiple locations
Demonstrated success in process improvement, operational efficiency, and escalation management
Strong executive communication, presentation, and customer management skills
Experience with benchmark development, performance management, and risk mitigation
Deep knowledge of ERISA compliance and retirement plan document services preferred
ASPPA or related industry designation preferred

Benefits

Comp & perks

Health insurance
401(k)
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

process improvementoperational efficiencyperformance managementrisk mitigationIRS pre-approved document creationERISA compliancebenchmark development

Soft Skills

leadershipexecutive communicationpresentation skillscustomer managementcoachingproblem-solving

Certifications

Bachelor’s degreeASPPA designation