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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The IT Project Manager role is aligned to product development teams and partners with product leadership to manage the delivery of team objectives and deliver the vision of the product. This role is responsible for coordinating efforts across multiple teams to deliver seamless solutions and are responsible for improving the overall effectiveness of delivery for the team. The Project Delivery Manager advises and coaches others on Delivery methodologies (Scrum, Kanban, Lean, etc.) while simultaneously coordinating impediment, risks, cross-product interdependencies and release management.</p><p><strong>The Skills And Expertise You Bring</strong></p><ul><li>4-year bachelor’s degree or equivalent</li><li>PMP, ACP or CSM preferred</li><li>2-5 years of experience as a SM, Project Manager or similar type role</li><li>Conflict Resolution</li><li>Keeps abreast with trends, developments, and technologies within the field of Information Technology, locally and internationally.</li><li>Manage relationships, navigate team dynamics, and understand customer emotions, which helps in making empathetic, user-centered decisions.</li><li>Facilitating - Manages and generates group discussions or meetings. Encourages people to take part and work together more effectively.</li><li>Understands the various agile and project frameworks and methodologies (e.g., Agile, SCRUM, Lean, Six Sigma, Waterfall, Kanban, etc.) and applies the appropriate framework/methodology for the situation.</li><li>Release Planning and Forecasting.</li><li>Understands different change models and how to put in place successful organizational, system, or employee change programs.</li><li>Continuous Improvement</li><li>Impediment Removal and Management</li><li>Systems Thinking</li><li>Dependency Management</li></ul><ul><li>Leads prioritization sessions for the product using fit-for-purpose prioritization techniques connected to the business strategy to visualize the work, manage dependencies and support prioritization of initiatives</li><li>Partner with delivery leadership (product and technology) to develop short and long-term plans for delivery teams aligned with annual and quarterly commitments</li><li>Leads prioritization, ensure planning effectiveness, detailed plans, schedules, assignments and dependencies</li><li>Leads release planning sessions utilizing relative estimation and forecasting techniques</li><li>Identify, define and lead dependency management, inclusive of resolving</li><li>Leads ongoing backlog refinement sessions, ensures a well-refined prioritized backlog, supporting effective delivery, continuous planning and management of dependencies</li><li>Engage appropriately for release success by coordinating and supporting releases with client-facing business leaders as they drive client awareness and product engagement.</li><li>Monitor work in progress, minimize context switching to ensure teams maintain focus and finish</li><li>Facilitate trade off discussions using empirical delivery data for project/program progress</li><li>Identify, measure and implement team delivery processes for predictable value delivery.</li><li>Manage multi-team coordinated end-to-end product delivery across organization, applying scaling practices, processes and routines as needed</li><li>Implement process and flow optimization practices to identify inefficiencies, advise on improvement, and identify updates to product strategy based on the lifecycle stage of the product</li><li>Mentor and coach product members in all aspects of delivery effectiveness, inclusive of the importance of good data hygiene practices</li><li>Facilitate group dynamics to resolve conflict and develop trusted partnerships</li></ul><p><strong>The Team</strong></p><p>You will support one or more cross-functional delivery team engaging with all team members and the Product Leader to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture The squad(s) are in the IWMS Platform Operations &amp; Reporting product area.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s 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.</p>

Fidelity Investments

IT Project Manager - Institutional Wealth Management

<h3>Job Description:</h3><h3>Phone Financial Consultant</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” </strong>Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>FINRA Series 7 &amp; 63 required prior to hire</h3></li><li><h3>Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire</h3></li><li><h3>Five years financial services experience, with 3-5 years of sales experience</h3></li><li><h3>A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!</h3></li></ul><h3>The Purpose of Your Role</h3><h3>We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</h3><h3>The Skills You Bring</h3><ul><li><h3>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele</h3></li><li><h3>Excellent knowledge of investment products</h3></li><li><h3>Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization</h3></li><li><h3>Strong technological acumen and comfort with learning how to use new tools</h3></li><li><h3>Excels in paperless work environment by leveraging technology</h3></li><li><h3>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action</h3></li><li><h3>Extraordinary listening and communication skills, confident public speaking, and group dynamics</h3></li><li><h3>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</h3></li></ul><h3>Our Investments in You</h3><h3>We believe that a holistic approach to life is important. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning</h3></li><li><h3>Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals</h3></li><li><h3>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</h3></li><li><h3>You are developing existing relationships to retain and increase total assets and profitability</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.</h3><h3>While you build relationships here, you will also be building your career!</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s 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.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant, National Investor Center - Greenwood Village, CO

<h3>Job Description:</h3><p>The Associate, Alternative Investment Strategy will focus on Fidelity’s Personal Investing (PI) channel. The PI channel supports Fidelity’s High Net Worth clients providing financial planning and advice. This person will be aligned with 4 regions assisting the Vice President, Alternative Strategies with the following: develop and report on investor/rep analytics; highlight high value areas for the strategists; provide support in the completion of documentation, and problem solve, and collect feedback from reps and clients. This person will gain a full understanding of the PI Channel</p><p>This person needs to be proficient with fund structures and suitability requirements to invest in alternative products. The person needs to be able articulate the investment process and positioning across a suite of asset management’s alternative products. The person needs to be responsive and willing to work with both PI advisors as well as their clients. The ideal candidate will have strong attention to detail and will need to collaborate with other Fidelity groups to respond to advisor and client inquiries timely and accurately. </p><p><strong>The Expertise You Have</strong></p><ul><li><p>Bachelor’s Degree required.</p></li><li><p>Progress towards CFA or CAIA encouraged.</p></li><li><p>Series 7 and 63 (or equivalent).</p></li><li><p>Strong knowledge of private placements and the Fidelity Personal Investing organization.</p></li><li><p>Proven success with business development, intermediary distribution, investor relations and/or wealth management is preferred.</p></li><li><p>2-4 years or greater experience in the investment or wealth management industry, with a history of successfully leading multiple client relationships for a portion of that time.</p></li><li><p>Asset management client relationship experience preferred.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Proven ability to follow through on projects and be highly responsive to inquiries.</p></li><li><p>Proficient in promoting multi-asset class investment solutions.</p></li><li><p>Excellent presentation and communication skills needed to present, deliver, and articulate Fidelity’s positioning and development of existing and new products.</p></li><li><p>Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner.</p></li><li><p>Strong consultative, relationship-based selling skills.</p></li><li><p>Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets.</p></li><li><p>Outstanding collaboration skills, ability to work appropriately with portfolio managers, product development, legal, compliance and operations.</p></li><li><p>Proven ability to work across a complex organizational culture.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Expand new business opportunities with Accredited Investor &amp; Qualified Purchaser prospects - particularly with sophisticated HNW clients, while teaming with VP, Alternative Strategists</p></li><li><p>Develop a significant internal voice on behalf of the alternative product set with regards to the Fidelity Personal Investing community</p></li><li><p>Must be proactive and have excellent communication and presentation skills.</p></li><li><p>Ability to be innovative with ideas for improving our client experience.</p></li><li><p>Excellent interpersonal, problem solving, influencing, and consultative skills.</p></li><li><p>Excellent organizational skills with ability to prioritize projects.</p></li><li><p>Proactive follow up on leads, coordinating and scheduling events, and general inbox coverage supporting different products.</p></li><li><p>Passion for financial markets, investment process and provision of effective investment solutions.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s 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.</p>

Director, Alternatives Personal Investing Channel Strategist

<h3>Job Description:</h3><p><strong>Senior Business Analyst, Digital Solutions </strong></p><p><strong>The Role</strong></p><p>We are looking for a Senior Business Analyst to join the team! The Digital Solutions &amp; Strategy (DS&amp;S) chapter helps create world class digital experiences at scale. Our chapter members humanize products, services, and experiences by:</p><ul><li><p>Integrating deep research &amp; industry awareness</p></li><li><p>Impacting product strategy</p></li><li><p>Driving implementation across all client and associate touchpoints.</p></li></ul><p>You will be embedded on a squad where you will provide business analysis and expertise to support the management and creation of digital voice experiences that support our PI clients. You will play a supporting and leading role in all phases of digital product management, including:</p><ul><li><p>Discovering the right opportunities using data</p></li><li><p>Defining the requirements</p></li><li><p>Crafting innovative solutions</p></li><li><p>Supporting client and field readiness</p></li><li><p>Measuring the business outcome</p></li><li><p>Partnering with technologists and AI teams to bring opportunities to fruition</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree preferred</p></li><li><p>5+ years of business analysis experience delivering customer or associate focused digital solutions of high value</p></li><li><p>Experience working in an agile team required.</p></li><li><p>A strong understanding of the AI model lifecycle, from development to deployment</p></li><li><p>Ability to approach complex challenges with critical thinking and creative problem-solving</p></li><li><p>Client-obsessed with a passion to tackle challenges through a data driven approach. Advanced proficiency with SQL, Excel and solid understanding of Tableau and data visualization techniques</p></li><li><p>An affinity for technology and stay up to date on industry AI/NLP innovations</p></li><li><p>Possess strong story telling skills, conveying the vision and impact of digital solutions using data and visualization</p></li><li><p>Some relevant experience in prior customer facing roles is a plus</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Digital Solutions &amp; Strategy Chapter Area associates are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share a set of core product management and analytical skills, as well as a set of differentiated skills which extend their ability to meet the needs of the squad to which they are aligned. You will be aligned with the Digital AI Solutions product area, whose mission is to deliver simple, fast, and easy AI-powered digital products and services for customers and associates across all channels. We work towards flawless customer experience on web, mobile, digital voice-based and associate facing interactions driven by AI-based natural language solutions. You will be part of the agentBOT product team which supports an AI-powered, associate-facing search capability that helps customer-facing associates quickly find accurate answers. This experience leverages multiple advanced technologies to deliver efficient results</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s 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.</p>

Senior Business Analyst, Digital Solutions

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.</p><p><strong>The Expertise and Skills We’re Looking For</strong></p><ul><li><p>College degree preferred or equivalent work-related experience.</p></li><li><p>Series 7 &amp; 63 required.</p></li><li><p>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</p></li><li><p>Your retirement plan record keeping and administration experience.</p></li><li><p>Your relationship management experience.</p></li><li><p>You have excellent verbal and written communication skills.</p></li><li><p>Your excellent organization and time management skills and attention to detail.</p></li><li><p>You have demonstrated problem-solving skills.</p></li><li><p>Your effective presentation skills, influence and negotiation skills.</p></li><li><p>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</p></li><li><p>Building strong partnerships based on shared commitment to mutual goals.</p></li><li><p>Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</p></li><li><p>Building client relationship to highest level of decision makers.</p></li><li><p>Planning and conducting effective in-person and/or phone meetings.</p></li><li><p>Makes thorough plans and preparations for client meetings.</p></li><li><p>Properly planning, influencing, and implementing Fidelity solutions to address needs.</p></li><li><p>Differentiating Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</p></li><li><p>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</p></li></ul><p>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</p><ul><li><p>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</p></li><li><p>Actively facilitating Investment Review meetings.</p></li><li><p>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</p></li><li><p>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</p></li><li><p>The MD is expected to own the client relationships for which they are accountable.</p></li><li><p>his includes problem resolution on behalf of clients to produce a satisfactory outcome.</p></li><li><p>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</p></li><li><p>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s 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.</p>

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Director in Customer Solutions, your role will involve operating within the WI Agile model as a key member of the Customer Solutions Chapter. Directors in Customer Solutions must be highly motivated, “self-starters” with a sense of ownership, and a strong desire to succeed.</p><p>This role will be on the Content squad. It will include analyzing and defining business needs for Content Platform support across digital channels. The team is about to embark on an important platform migration and is looking for someone who can bring not only strong analytical skills to the team, but also is in strong in communication, collaborating with partners, and delivering training to end users. You will work closely with the partnering delivery team to ensure the current content system is maintained, all while working to build the replacement platform.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Proficiency in various business analysis methodologies, including data analysis, use case development, story writing, and user acceptance testing and product documentation.</li><li>Validated experience, preferably in product development / strategy / planning / program management / decision support.</li><li>Highly adaptable and experienced wearing many hats.</li><li>Analytical, including ability to distill insights into a compelling story.</li><li>Strategic professional with shown success working in large, matrixed organizations with leadership to build alignment and drive prioritization.</li><li>Highly collaborative and communicative teammate with experience working in fast-paced, multi-functional team environments.</li><li>Proficient in MS Word, Excel, and PowerPoint</li><li>Excellent program management and organizational skills, with experience organizing and running business workstreams and routines.</li><li>Experience dissecting sophisticated problems, analyzing potential solutions, and independently solving, where feasible.</li><li>Strong verbal, written, and facilitation skills with the ability to interact with a diverse group of partners, including executives, managers, and subject matter specialists.</li><li>Ability to identify, bring awareness, assess program risks, and manage them proactively.</li><li>Strong relationship building skills with proven track record to rally support and move distributed groups to action.</li><li>Strong leadership skills with an ability to lead with empathy to resolve conflicts.</li><li>Negotiation, conflict resolution, influencing and enterprise navigation capabilities.</li><li>Proven time management skills; able to balance multiple priorities consistently with urgency.</li><li>Skill in steering technical dialogues and aiding in reaching critical conclusions.</li><li>Ability to find opportunities to innovate and take thoughtful risks to get the work done better and faster.</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Participate in defining product vision, roadmap, and growth opportunities.</li><li>Identify, define, and articulate strategic product initiatives/roadmaps for the squad.</li><li>Understand Workplace Investing business and enterprise organizational structures.</li><li>Collaborate with key partners to define product features and maintain awareness of internal and external market trends.</li><li>Establish effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion.</li><li>Support critical business routines including overall structure and design of leadership meetings to ensure alignment of goals, effective use of time, and efficient decision-making.</li><li>Provide program management for key critical initiatives.</li><li>Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives.</li><li>Identify business needs and improvement opportunities; develop use cases and propose solutions.</li><li>Actively manage partner expectations and maintain strong communication.</li><li>Participate and/or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives</li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases.</li><li>5-7 years transferable experience</li><li>Preferred: Bachelor’s degree or equivalent experience</li></ul><h3><strong>The Team</strong></h3><p>WI Customer Solutions provides the WI Agile organization with business analysts and consultants that are responsible for helping the business achieve results. Our mission is to help employers attract and retain talent by helping them create a successful benefits program that improves their employees' overall well-being. Benefits programs include solutions such as 401k plans, pension plans, employee stock plans, student debt assistance, digital websites and apps, workshops, and communication programs.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s 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.</p>

Director, WDX Customer Solutions - Content Platform

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The IT Project Manager role is aligned to product development teams and partners with product leadership to manage the delivery of team objectives and deliver the vision of the product. This role is responsible for coordinating efforts across multiple teams to deliver seamless solutions and are responsible for improving the overall effectiveness of delivery for the team. The Project Delivery Manager advises and coaches others on Delivery methodologies (Scrum, Kanban, Lean, etc.) while simultaneously coordinating impediment, risks, cross-product interdependencies and release management.</p><p><strong>The Skills And Expertise You Bring</strong></p><ul><li><p>4-year bachelor’s degree or equivalent</p></li><li><p>PMP, ACP or CSM preferred</p></li><li><p>2-5 years of experience as a SM, Project Manager or similar type role</p></li><li><p>Conflict Resolution</p></li><li><p>Keeps abreast with trends, developments, and technologies within the field of Information Technology, locally and internationally.</p></li><li><p>Manage relationships, navigate team dynamics, and understand customer emotions, which helps in making empathetic, user-centered decisions.</p></li><li><p>Facilitating - Manages and generates group discussions or meetings. Encourages people to take part and work together more effectively.</p></li><li><p>Understands the various agile and project frameworks and methodologies (e.g., Agile, SCRUM, Lean, Six Sigma, Waterfall, Kanban, etc.) and applies the appropriate framework/methodology for the situation.</p></li><li><p>Release Planning and Forecasting.</p></li><li><p>Understands different change models and how to put in place successful organizational, system, or employee change programs.</p></li><li><p>Continuous Improvement</p></li><li><p>Impediment Removal and Management</p></li><li><p>Systems Thinking</p></li><li><p>Dependency Management</p></li></ul><ul><li><p>Leads prioritization sessions for the product using fit-for-purpose prioritization techniques connected to the business strategy to visualize the work, manage dependencies and support prioritization of initiatives</p></li><li><p>Partner with delivery leadership (product and technology) to develop short and long-term plans for delivery teams aligned with annual and quarterly commitments</p></li><li><p>Leads prioritization, ensure planning effectiveness, detailed plans, schedules, assignments and dependencies</p></li><li><p>Leads release planning sessions utilizing relative estimation and forecasting techniques</p></li><li><p>Identify, define and lead dependency management, inclusive of resolving</p></li><li><p>Leads ongoing backlog refinement sessions, ensures a well-refined prioritized backlog, supporting effective delivery, continuous planning and management of dependencies</p></li><li><p>Engage appropriately for release success by coordinating and supporting releases with client-facing business leaders as they drive client awareness and product engagement.</p></li><li><p>Monitor work in progress, minimize context switching to ensure teams maintain focus and finish</p></li><li><p>Facilitate trade off discussions using empirical delivery data for project/program progress</p></li><li><p>Identify, measure and implement team delivery processes for predictable value delivery.</p></li><li><p>Manage multi-team coordinated end-to-end product delivery across organization, applying scaling practices, processes and routines as needed</p></li><li><p>Implement process and flow optimization practices to identify inefficiencies, advise on improvement, and identify updates to product strategy based on the lifecycle stage of the product</p></li><li><p>Mentor and coach product members in all aspects of delivery effectiveness, inclusive of the importance of good data hygiene practices</p></li><li><p>Facilitate group dynamics to resolve conflict and develop trusted partnerships</p></li></ul><p><strong>The Team</strong></p><p>You will support one or more cross-functional delivery team engaging with all team members and the Product Leader to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture The squad(s) are in the IWMS Platform Operations &amp; Reporting product area.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s 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.</p>

IT Project Manager

<h3>Job Description:</h3><h3>Director, Solution Architect - Experience</h3><h3><strong>The Role</strong></h3><p><strong>Are you passionate about creating exceptional customer experiences?</strong> As a <strong>Journey Solution Architect</strong> at Fidelity, you’ll play a pivotal role in shaping how our customers interact with our products and services — ensuring every touchpoint builds trust and confidence. Our customers depend on us to safeguard their assets and provide seamless access, and your expertise will help deliver a best-in-class experience at every step.</p><p>In this role, you’ll bring your full range of talents to the table. As a solution architect, you’ll define and uphold high standards for system quality while aligning technology solutions with business goals. You’ll collaborate closely with business sponsors, project managers, engineers, and fellow architects to craft strategies, set standards, and recommend innovative solutions that serve both our associates and customers.</p><p>This is a hands-on, high-impact role that leads end-to-end architecture efforts. You’ll ensure solutions meet strategic objectives — both technical and business — while fostering open collaboration across teams. If you thrive on ownership, enjoy solving complex challenges, and can clearly communicate architectural vision to diverse stakeholders, this is the opportunity for you.</p><h3>The Expertise and Skills You Bring</h3><ul><li>BS degree in Computer Science or related software engineer field or equivalent experience.</li><li>Experience as a Solution Architect or Technical Lead.</li><li>Experience with web or mobile frameworks.</li><li>Expertise with server-side languages and frameworks.</li><li>Experience creating end to end architectures across distributed systems.</li><li>Experience working across many teams and influencing technical direction.</li><li>Expertise in developing non-functional requirements, documenting those requirements and validating the delivery of those requirements with teams.</li><li>Experience in diagramming for various use cases and to different audiences. UML and C4 understanding are required.</li><li>Experience in making, presenting and defending architecture decisions.</li><li>Experience with AWS and/or Azure cloud offerings and best practices.</li><li>Expertise with CI/CD and unit test practices / Test Driven Development.</li><li>Knowledgeable of API Management and domain driven design.</li><li>Ability to translate business needs into technology solutions and provide end-to-end reference architecture designs.</li><li>Strong interpersonal skills who can clearly articulate and influence design solutions.</li></ul><h3>The Team</h3><p>Are you passionate about creating meaningful impact through technology? Fidelity’s Enterprise Architecture team is looking for a forward-thinking individual to help shape the future of our brokerage applications and products as we build the next generation of experience platforms.</p><p>As a key member of our architecture team, you’ll play a pivotal role in designing innovative mobile and web experiences for both associates and customers. You’ll collaborate closely with architecture and application teams to champion innovation, drive standardization, and implement cutting-edge technology patterns across the stack.</p><p>Fidelity Brokerage Architecture sets the strategic technology direction for Fidelity’s Brokerage business. We’re a centralized architecture practice focused on IT strategy, transformation, governance, and cross-team collaboration. We foster open communication and informed decision-making at every level.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s 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.</p>

Director, Solution Architect - Experience

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>As an Alternatives Private Equity/ Real Assets Product/Squad Lead, you will blend private equity/ real assets expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. </p><p>You will provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private equity/ real assets to ensure you bring the latest thinking to your role. </p><p>You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. </p><ul><li><p>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </p></li></ul><ul><li><p>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </p></li></ul><ul><li><p>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </p></li></ul><ul><li><p>Inspecting and evaluating progress, and removing impediments for your squad </p></li></ul><ul><li><p>Defining, presenting, and evaluating results against agreed acceptance criteria </p></li></ul><ul><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>6+ years’ experience preferred including <strong>alternatives</strong><strong> products</strong> servicing with an asset manager, fund administration firm or custodian. </p></li></ul><ul><li><p>Bachelor’s Degree or equivalent experience. </p></li></ul><ul><li><p><strong>Advanced knowledge of broad and deep operations of private equity/ real assets products including privately held equity holdings, real estate and infrastructure holdings as well as private markets fund of funds holdings as well as fund structures associated with these segments. </strong></p></li></ul><ul><li><p>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </p></li></ul><ul><li><p>CAIA and /or CFA is a plus. </p></li></ul><ul><li><p>Agile and Jira experience required </p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong> </p><p>The Director, Alternatives Private Equity/ Real Assets Product/Squad Lead will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. </p><p>This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. </p><p><strong>#FFIOALTS</strong></p>The base salary range for this position is $110,000-$185,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s 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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Product Lead, Alternatives Private Equity and Real Assets

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>As a <strong>Director, </strong> <strong>Alternatives and Digital Assets </strong><strong>Shareholder Reporting</strong>, you will be responsible for assessing how new and changing requirements affect the regulatory reports and filings produced by the Shareholder Reporting Team. Primary areas for evaluation will include complex instruments (e.g., derivatives, short securities, alternative and digital assets), emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates) and complex and innovative products. You will assemble critical information and coordinate comprehensive end to end analyses for production team leads to interpret impacts. </p><ul><li><p>Get up-to-speed quickly on a variety of critical new requirements ranging from complex instruments to regulations and authoritative guidance. </p></li></ul><ul><li><p>Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables. </p></li></ul><ul><li><p>Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting production teams. </p></li></ul><ul><li><p>Summarize and communicate impacts of new requirements to Senior Management and key business partners. </p></li></ul><ul><li><p>Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes. </p></li></ul><ul><li><p>Coordinate and deliver training that improves Shareholder Reporting staff’s conceptual understanding of new and changing requirements. </p></li></ul><ul><li><p>Demonstrate an initiative-taking approach to growing your knowledge and supporting Shareholder Reporting’s readiness for new and changing requirements impacting our business. </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Bachelor’s Degree or equivalent experience​</p></li><li><p>8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank, preferably in administration for investment funds. </p></li><li><p>Familiarity with regulatory reports and filings for investment companies including their operational support processes. </p></li><li><p>Investment product knowledge including investment structures and their regulatory and compliance frameworks. </p></li><li><p>Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution.</p></li><li><p>Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.</p></li><li><p>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. </p></li><li><p>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred. ​</p></li><li><p>CPA preferred</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong> </p><p>In Shareholder Reporting, we are on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team, Requirements &amp; Standards (R&amp;S), is part of the Fidelity Fund and Investment Operations (FFIO) organization and supports Shareholder Reporting as a central service team passionate about intaking new work to help expand Shareholder Reporting’s capabilities and to accelerate operational readiness for new products and requirements. The team interacts with many groups within the Fidelity organization and effectively represents the business to customers and business partners. </p><p><strong>#FFFIOALTS</strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s 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.</p>

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