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<h3>Job Description:</h3><h3>Director of Architecture, Automation and Financial Platforms </h3><p>We’re seeking a strategic and collaborative leader to drive the evolution of our financial operations ecosystem, with a focus on regulatory compliance, risk mitigation, and platform resilience. In this leadership role, you will champion architectural innovation, promote standardization, and deliver scalable technology solutions. You’ll shape the product roadmap in alignment with business priorities and partner closely with engineering and business teams to design, implement, and deploy end-to-end solutions. As part of our Architecture community, you’ll also contribute to enterprise strategy and mentor others in best practices.</p><p>The Expertise and Skills You Bring </p><p>Technical Architecture &amp; Cloud Expertise</p><ul><li>10+ years of experience architecting distributed systems and applications.</li><li>3+ years of experience with Azure and/or AWS; certification is a plus.</li><li>Deep knowledge of APIs, microservices architecture, infrastructure, data architecture, and security, with authoritative expertise in one or more of these areas.</li><li>Working knowledge of technical architecture pillars: operational excellence, security, reliability, performance efficiency, and cost optimization.</li><li>Background with multiple enterprise technologies.</li><li>Understanding of mainframe technology is desired but not required.</li><li>Experience with mainframe modernization is a plus.</li></ul><p>Strategic Thinking &amp; Solution Design</p><ul><li>Demonstrated ability to analyze business direction and challenges, assess long-term vision, and develop strategic technical solutions.</li><li>Ability to ensure technology decisions align with enterprise standards and strategy.</li><li>Experience collaborating with peer architects to identify opportunities for process refactoring, customer experience improvements, and capability rationalization.</li></ul><p>Agile &amp; DevOps Delivery</p><ul><li>Authoritative understanding of Agile development methodologies and DevOps practices.</li><li>Ability to work independently and collaboratively across technical and non-technical teams.</li></ul><p>Communication &amp; Influence</p><ul><li>Strong presentation, documentation, and communication skills.</li><li>Proven ability to influence both technical teams and business stakeholders.</li><li>Experience networking across business units and externally to promote reusable processes, patterns, and practices.</li></ul><p>Industry Knowledge &amp; Growth Mindset</p><ul><li>Experience in the financial services or benefits administration industry is a plus.</li><li>Willingness to experiment, innovate, and continuously learn and grow.</li></ul><p>The Team </p><p>Fidelity Workplace Investing (WI) provides benefits to Fidelity customers, employers and their employees, in a growing set of areas - Defined Contribution, Benefits Outsourcing &amp; Payroll, Investment Products &amp; Consulting and Defined Benefits. </p><p>As part of the WI Technology Architecture team, you will be key player in helping move us forward into our digital future and digital transformation of our business. As an Architect within Fidelity Investments Workplace Investing (WI), you are responsible for establishing the strategic direction, setting standards and choosing technologies across WI. You will work closely with business partners and technology teams to understand business objectives and help define appropriate architecture direction for them. By working closely with Solution Architects and Agile teams, you will assess and ensure how proposed solutions to specific initiatives align with broader WI goals and strategies. </p><p>Certifications:</p><p>Category:</p><p>Information Technology</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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><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>

Fidelity Investments

Director of Architecture - Financial Platforms

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are looking for a Principal Full Stack Engineer to join us!</p><p>As a Principal Full Stack Engineer, you will play a key role on Scrum teams and within Digital Platforms Technology. You will be encouraged to gain understanding of all the components of our web applications and will work with the members of the squad to deliver outstanding customer experience solutions. The ideal candidate should show ease at making personal connections and enjoy partnering across a diverse group of roles. You will work closely with the Squad Lead, Scrum Master, Developers, Quality Assurance, and Architects to craft, build, test, and deliver the features that make up Fidelity’s Digital experiences. You will also be expected to provide guidance and mentoring to the other Developers.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Full stack software engineering 8+ years of experience; with a focus in financial services applications is a plus</p></li><li><p>BS/BA Degree or equivalent experience required</p></li><li><p>Demonstrated experience in communicating technical needs and capabilities to non-technical team members, product owners, and partners</p></li><li><p>Experience collaborating in a team environment to develop, deploy, and support key applications and features</p></li><li><p>A proven understanding of the Agile software development methodology</p></li><li><p>Extensive experience decomposing sophisticated business problems into creative, efficient, and scalable solutions</p></li><li><p>Relevant knowledge of modern application architecture patterns and emerging technologies</p></li><li><p>Detailed experience with modern MV*/SPA JavaScript frameworks (Angular, Vue, React JS), prefer Angular</p></li><li><p>Hands-on experience with API Design &amp; Development and Microservices Architecture (Java, REST, GraphQL, NodeJS)</p></li><li><p>Proficiency with server-side/mid-tier languages, frameworks, libraries, and related technologies: Java EE, Apache Tomcat, Spring MVC/Spring Boot, Logback, SLF4j, Maven</p></li><li><p>Client-side language, library, and framework proficiency: Angular 8+, JavaScript/TypeScript, Node, NPM, HTML/CSS, RxJS, Jasmine/Karma</p></li><li><p>Appreciation for and alignment to standard methodologies regarding object-oriented design, coding standards, RESTful service consumption and integration, common design patterns, secure application development, and test coverage</p></li></ul><p><strong>Your experience with the following will be a plus:</strong></p><ul><li><p>DevOps concepts governing SCM, continuous integration, monitoring, and deployment processes</p></li><li><p>Enterprise application architecture patterns and orchestration frameworks such as Apache Camel</p></li><li><p>Client-side unit testing frameworks and test runners like Jasmine and Karma</p></li><li><p>Docker containerization and AWS cloud deployment and application management via the AWS console</p></li><li><p>AWS certification(s)</p></li><li><p>The W3C’s Web Content Accessibility Guidelines and their implementation</p></li></ul><p><strong>The Team</strong></p><p>Fidelity's Workplace Solutions (WS) Digital Platforms Technology team designs, develops, implements, and supports WS’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions which meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which nurtures a culture of continuous improvement and significant achievement. We see ourselves as a vital link to Fidelity's customers. This is a fast-paced group that is using ground-breaking technologies to build powerful tools and outstanding user experiences for our customers, using Java-based technologies.</p><p>You will support digital experience scrum teams within Stock Plan Services, an emerging equity compensation services division of Fidelity Investments.</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>

Principal, Full Stack Engineer

<h3>Job Description:</h3><p>Fidelity Investments is seeking Senior BPM Developers to support multiple business units in automating, digitizing, and transforming their operational environments. This is a hands-on technical role that leverages software design and engineering expertise to deliver robust, scalable, and efficient solutions for business partners. In this position, you will be responsible for translating business requirements into solutions that align with customer needs while adhering to internal quality and security standards. You will develop maintainable BPM implementations, uphold excellence in software development practices, and actively contribute to analysis and design discussions. Additionally, you will play a key role in building trusted relationships within the team and with business partners.</p><p></p><p><strong>The Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree</p></li><li><p>Proficiency in JavaScript, Java, and REST APIs (<strong>Required</strong>)</p></li><li><p>Experience with HTML and CSS (<strong>Preferred</strong>)</p></li><li><p>Hands-on experience with Camunda BPM or other BPM development platforms</p></li><li><p>Familiarity with AWS or other cloud service providers</p></li><li><p>Background in business process improvement or re-engineering</p></li><li><p>Experience in financial services, particularly in operations or technology roles (<strong>a plus</strong>)</p></li><li><p>Strong analytical skills to assess business problems and propose technical solutions</p></li><li><p>Collaborative mindset with a passion for tackling new challenges</p></li><li><p>Clear and effective communication with peers and leadership</p></li><li><p>Confidence to contribute ideas and opinions in team discussions</p></li><li><p>Proactive approach to problem-solving and task ownership</p></li><li><p>Eagerness to learn and grow expertise in new tools and technologies</p></li></ul><p><strong>The Team</strong></p><p>As part of the Advanced Process Solutions (APS) within Fidelity Investments, you will join an agile team of 6-8 skilled and hardworking individuals tasked with re-imagining the customer experience and associate workflow for Fidelity. The team will be focused on up-front design, development and implementation of innovative solutions that significantly improve operational efficiency and enable an exceptional digital experience for Fidelity business partners and end users. </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>

Senior BPM Developer

<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>

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>

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