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<h3>Job Description:</h3><h3>NQ Service Delivery Manager</h3>The RoleThe Nonqualified (NQ) Service Delivery Manager operates as the subject matter expert for NQ plan set-up, consultation on best practices and preferred solutions. In addition to interacting directly with the plan sponsor, you will be growing your network by working with business partners from a wide array of internal groups. By providing operational subject matter expertise, managing annual enrollment events, and delivering positive outcomes, you will have the ability to improve the plan sponsor and participant experience.The Expertise and Skills You Bring<ul><li> 3+ years of related experience working with retirement plans and interacting with Plan Sponsors.</li><li>Bachelor’s Degree or equivalent work experience</li><li>Experience with Nonqualified Plans preferred.</li></ul>Skills required for the role:<ul><li>To excel in this role, strong interpersonal and client communication skills are essential for building relationships with plan sponsors and internal partners.</li><li>The ability to convey complex technical information in an accessible manner enhances collaboration and understanding.</li><li>Organizational skills and meticulous attention to detail are crucial for managing multiple tasks and meeting deadlines in a fast-paced environment.</li><li>Problem-solving skills, logical reasoning, and analytical thinking enable effective solution implementation. A service mindset focused on customer needs, flexibility in adapting to varying workloads, sound judgment, and the capacity to influence strategies with clients further contribute to success in this dynamic role.</li></ul>In this role you will be asked to provide technical expertise and support to clients and internal business partners on NQ plan operational processes and complex issues. Time and project management skills will be important to manage and ensure accuracy of the NQ Online Enrollment Windows and performing distribution election error reviews to mitigate risk. Additionally, ability to influence clients to embrace preferred solutions, supporting key initiatives that drive process improvements and facilitating the process to address NQ 409(A) violations according to IRS guidelines will be vital to succeeding this this role.The TeamHow does this role fit into the group, business unit, and function within Fidelity? What value does the organization provide as a company? Explain why the group exists and the various stakeholders that your group interacts with internally and externally.As a leader in our Workplace Investing Defined Contributions Client Services organization, you’ll serve alongside our entire team of WI DC Client Services associates who are all passionate about delivering flawless recordkeeping and unparalleled customer service. We’ve proven that recordkeeping is a differentiator through our continuous investment and dedication to a culture of Quality focused on our outstanding Operations foundation. Our Operational foundation consists of three key components: People, Technology and Process. It is critically important to produce high quality results with every customer interaction because our organizational results play a key role in client acquisition and existing client retention, which can help secure and build revenue opportunities for Fidelity.<h3>Certifications:</h3><h3>Category:</h3>Client Service OperationsFidelity’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.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.

Fidelity Investments

NQ Service Delivery Manager

<h3>Job Description:</h3>The RoleAs a strategic leader within Fidelity’s Workplace Investing (WI) Client Engagement Group, the Director of Health Care Competitive Insights will drive market and competitive intelligence across the health and welfare (H&amp;W) benefits administration sector and adjacent workplace solutions (e.g., retirement, FSAs). This role is instrumental in shaping business strategy, identifying growth opportunities, and mitigating competitive threats through data-driven insights. This is a hands-on, high-impact role ideal for a seasoned insights professional who thrives in a collaborative, fast-paced environment and is motivated by influencing business outcomes through research and analysis.Key Responsibilities<ul><li>Lead end-to-end competitive and market intelligence for the H&amp;W benefits outsourcing space.</li><li>Analyze competitor strategies, offerings, technologies, and value-added services.</li><li>Forecast market trends, regulatory shifts, and evolving employee needs—especially around the employee experience.</li><li>Deliver executive-ready insights via presentations, dashboards, and reports that inform product, sales, and marketing strategies.</li><li>Partner with product teams to shape roadmaps, identify innovation opportunities, and address market gaps.</li><li>Develop insights-driven narratives to support go-to-market strategies, sales enablement, and client retention.</li><li>Align research priorities with strategic business goals and stakeholder needs.</li><li>Provide competitive enablement and deal support to client-facing teams; collaborate with Marketing, Sales, and Thought Leadership to refine external positioning.</li><li>Manage third-party research vendors and data providers to enhance intelligence capabilities.</li><li>Monitor and contextualize market developments; lead internal communications including newsletters and stakeholder updates.</li></ul>Expertise and Skills You Bring<ul><li>8+ years of experience in market research, strategy, or competitive intelligence within H&amp;W benefits outsourcing or consulting industries.</li><li>BA/BS degree required, MS/MBA or JD preferred.</li><li>Deep knowledge of the H&amp;W benefits landscape; experience with leading providers or consultancies preferred. Familiarity with HRIS, HCM platforms, and emerging technologies (AI, automation, cloud) in HR/benefits.</li><li>Strong analytical and strategic thinking skills; adept in CI/MI methodologies and tools.</li><li>Excellent communication and storytelling skills; able to influence senior stakeholders.</li><li>Proven leadership in cross-functional collaboration and stakeholder engagement.</li><li>Experience applying strategic frameworks (e.g., SWOT, scenario planning, benchmarking).</li><li>Ability to synthesize diverse data sources into actionable insights.</li><li>Comfortable navigating ambiguity and driving clarity through strategic judgment.</li></ul>The Value You Deliver<ul><li>Shape business strategy through deep, evidence-based market and competitive insights.</li><li>Empower sales and marketing with differentiated positioning and messaging to win and retain business.</li><li>Bridge market intelligence with product innovation, driving roadmap decisions and feature development.</li><li>Foster alignment across product, sales, and leadership by delivering timely, actionable intelligence that fuels growth.</li></ul>The Team The Workplace Insights team supports Fidelity’s Workplace Investing and Health businesses by delivering competitive and market intelligence. Our research empowers the organization to stay ahead in a dynamic and evolving industry.<h3>Certifications:</h3><h3>Category:</h3>Business StrategyFidelity’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.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.

Director, Healthcare Competitive Intelligence (Unfilled)

<h3>Job Description:</h3>The Prime Services Risk team is responsible for risk management of the Fidelity Capital Markets Prime Services business. The team focuses on Collateral, Market and Operational risk associated with the intraday and overnight extension of collateralized credit to clients. The team is involved in determining lending policy and continuous analysis of the risks inherent in each client’s portfolio and investment strategy. Portfolios are analyzed and evaluated daily through extensive simulation and stress analysis crafted to estimate market related risks. Additionally, the team is tasked with developing, testing, and validating strong risk models to ensure clients remain well collateralized on an ongoing basis.The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:<ul><li>Analyzing risk exposures using stress testing and scenario analyses for client trading, assessing collateral-based margin requirements.</li><li>Daily monitoring of client portfolios and providing of commentary or market risk positions with the strive to identify material risk exposures and concentrations. Due diligence and attention to detail is critical.</li><li>Interact regularly with Prime Services Account Managers on risk-related issues such as discussing margin changes, and with Credit Risk to review and approve new client prospects.</li><li>Collaborate in developing a firm-wide Model Risk Management Framework.</li><li>Monitor and analyze market trends and movements by observing market trends and estimating the significance they will have on client portfolios.</li><li>Respond to changing market conditions by conducting ad-hoc exposure analysis across the Prime Services portfolio, often at the request of senior management and/or business partners.</li><li>Coordinate with Technology and Product Development to improve risk system capabilities in performance, reporting, and data. In addition, work with the business to add products to the risk system and enhance margining capabilities.</li></ul>The Expertise You Have<ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>2+ years of Relevant Risk Management experience, preferably Prime Brokerage or Institutional collateralized lending</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of financial markets and products</li><li>Understanding of risk management, and ability to analyze portfolio strategies and risks using stress testing and scenario analyses</li><li>Useful programming skills preferred but not required</li><li>Excellent interpersonal, verbal and written communication skills</li></ul>The Skills You Bring<ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You have knowledge of investment products, core brokerage experience in trading, lending, margin, financing, clearing and custody and related regulations</li><li>You have the ability to identify inherent risks to the business (e.g. market, credit, financial, operations regulatory, technology and reputational)</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul>The Value You Deliver<ul><li>Experience with data analytics, stress testing, liquidity, market and operational risks</li><li>Effectively managing multiple initiatives and responsibilities within prescribed timelines</li><li>Ability to engage interested parties and facilitate discussions, meetings and walkthroughs of risk policy and analytics</li><li>Driving innovation using complex data sets to identify risk, settling controls, parameters and risk methodologies</li><li>Communicating complex issues by condensing them into a concise summary report and presentations</li><li>Finding opportunities to improve existing risk reporting and developing new key risk indicators</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $64,000-$121,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Risk

Prime Brokerage Risk Analyst

<h3>Job Description:</h3>The RoleThe Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.<h3>The Manager / Senior Manager, Implementation Project Management will do the following:</h3><ul><li>Onboarding of new Fidelity Registered Investment Advisors.</li><li>Supporting existing advisors who are converting a book of business onto the platform.</li><li>Leading mid-level to large Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions.</li></ul>The Senior Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Senior Manager, Implementation Project Management will be required to handle mid-level to large deals with and may assist on larger, more sophisticated clients.<h3>The Expertise You Have</h3><ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience. Advanced degree preferred</li><li>Minimum of 3 - 5+ years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul><h3>The Skills You Bring</h3><ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% - 25% of time</li></ul><h3>The Value You Deliver</h3><ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead mid-level to large projects, with varying degrees of complexity. Lead onsite support at advisor offices for mid-level to large breakaways or conversions; assist with various pre-planning and execution tasks throughout the conversion.</li></ul><h3>The Team</h3>Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.The base salary range for this position is $71,000-$120,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Client Service

Manager / Sr. Manager, Implementation Project Manager - IWMS Client Experience

<h3>Job Description:</h3>The Compliance Associate, Testing and Reporting Services (TRS) helps support annual compliance activities for Workplace Investing (WI) defined contribution plans. TRS supports the Strategic, Select, Large and Core markets and partners closely with Client Relationship Management and Client Service Managers and Administrators to help plan administrators remain in compliance with annual ERISA and DOL rules and regulations.The Expertise and Skills You Bring<ul><li>Experience working with retirement plans</li><li>Experience working in an operations environment</li><li>Strong written communication skills</li><li>Passion for client service and customer satisfaction</li><li>Strong Excel, math and accounting skills</li></ul>The Value You Deliver<ul><li>Preparation of standard annual compliance work items across multiple TRS products</li><li>Respond to basic technical and data related questions from clients and business partners</li><li>Research and reconcile processing errors/issues related to production work</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Testing &amp; Reporting Compliance Associate works as part of a team to deliver best in class support and expertise to the WI Client Service Teams and most importantly our clients to help them meet the regulatory requirements of having a qualified retirement plan. In Testing &amp; Reporting Services, we strive to continuously evolve our processes, systems, and training, to increase quality, drive efficiency, and provide a better experience for our Clients and Associates.Company Overview<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’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.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.

Compliance Associate

<h3>Job Description:</h3>The RoleThe Head of Advanced Trading is responsible for driving Fidelity’s Advanced Trader retail offering. This includes management of our Advanced Trading solutions such as Options, Margin, Securities Lending, and the strategic direction of our Advanced Trader platforms and customer experiences. They will define key customer offerings and lead the strategy to drive customer growth and adoption. This position reports directly to the Head of Fidelity Brokerage Product Strategy. The team’s mission is to be the catalyst for growth and innovation by bringing to market solutions that help customers achieve their financial goals.Key Responsibilities<ul><li>Develop and communicate the Advanced Trading strategy based upon a comprehensive understanding of customer needs, competitive market offerings, client/customer experience, and positioning of existing and new offerings.</li><li>Leads the visioning that defines new initiatives and opportunities that drive acquisition, development, and/or retention of customer segments.</li><li>Build business plans inclusive of revenue modeling, pricing, and expenses while setting priority, sequencing and phasing of deliverables, and the go-to-market strategy with key value propositions.</li><li>Partner closely with product delivery, marketing, and distribution to develop, manage and execute the strategy.</li><li>Work closely with senior leaders on integrating the product strategy within their business to effectively shape priorities for the team.</li><li>Partner with marketing to define go-to-market strategies to grow customers and increase market share</li><li>Communicate strategy for regulatory and legislative trends, and the client/customer experience.</li><li>Provide market facing commentary to the media, clients and key relationships through partnering with our Business Development, Relationship Management, Public Relations and Client Service teams.</li><li>Establish and maintain strategic partnerships with vendors or other market participants.</li><li>Manage a team of strategists that assist with roadmap development, feature design, business planning, and KPI management.</li></ul>The Skills and Expertise You Bring<ul><li>MBA or equivalent is preferred.</li><li>Series 7 or 24 preferred</li><li>15+ year of experience in financial services</li><li>Advanced Trading markets or relevant brokerage experience with similar investment vehicles</li><li>Proven track record leveraging data to identify go to market offerings</li><li>Defining strategic roadmaps and leading the development of solutions and offerings aligned with and in support of the strategic direction of the business.</li><li>Strong communication skills, capable of interacting with executive leadership and influencing at all levels of the organization</li><li>Continuous improvement approach and encourage and enable an agile way of working.</li><li>Leadership skills with a focus on critical thinking, creativity, and execution.</li><li>Committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.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.

Head of Advanced Trading

<h3>Job Description:</h3>The Role As a Director in Consumer Strategy &amp; Segment Marketing (CSSM) you blend business analysis and marketing expertise with a passion for uncovering consumer insights. Working collaboratively within a cross-functional team, you will use your expertise to lead the development of actionable consumer marketing strategies that differentiate Fidelity offerings in the market and drive meaningful consumer value and business outcomes. One key deliverable of this role is the strategic marketing brief that guides channel, messaging and activation activities. Your initial work will be supporting Fidelity’s brand team in four key areas:1) Driving consistency and linkage of the brand through refinement of architecture and positioning; 2) Generating actionable brand and consumer insights; 3) Building brand experiences based on consumer insights and brand strategy; 4) Consulting on enterprise brand projects. You will report to a Vice President Group or Team leader who oversees a team of 5-10 other CSSM Associates in our Brand &amp; Enterprise marketing area. The Expertise and Skills You Bring <ul><li>BA/BS required; MBA preferred </li></ul><ul><li>12+ years of relevant marketing/management/strategy experience </li></ul><ul><li>Financial services experience preferred </li></ul><ul><li>Extensive experience leading the development of marketing strategies across customer acquisition and client development; segmentation development, design target development; digital experience and customer journey mapping </li></ul><ul><li>Experience initiating consumer research and deriving actionable consumer insights research and data analysis to inform the development of new hypotheses, opportunity exploration, business case development, differentiated marketing strategies, and program execution </li></ul><ul><li>Experience in developing brand strategy, value propositions, and positioning </li></ul><ul><li>Able to proactively influence decision-making through written and verbal communications </li></ul><ul><li>Effective story-telling using qualitative and quantitative data, market trends, business insights and other inputs in a cohesive narrative to inform marketing strategy development </li></ul><ul><li>Ability to successfully collaborate with and influence multiple business and marketing stakeholders at different levels to develop marketing strategies and align on implementation plans </li></ul><ul><li>Intellectually curious and appreciate learning new skills and capabilities </li></ul><ul><li>Proactive: able to navigate ambiguity and take action in a self-directed manner to drive results across teams and lines of business. Initiates new opportunities and ideas with data-driven insights and recommendations </li></ul>The Team The Consumer Strategy &amp; Segment Marketing Team (CSSM) is part of the Marketing &amp; Social Platforms domain. The team works across business and marketing and partners closely with other commercialization functions and teams at all stages of the product lifecycle (new offerings à scaled solutions) and in service of customer acquisition and client development objectives. At our core, we represent the voice of the customer and are focused on helping Fidelity offer the right products to the right customers with differentiated value propositions and positioning to drive commercial success. <h3>Certifications:</h3><h3>Category:</h3>MarketingFidelity’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.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.

Director, Consumer Strategy & Segment Marketing (CSSM)

<h3>Job Description:</h3><h3>Vice President, Branch Leader</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We’re Looking For <ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><h3>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. </h3><h3>The Skills You Bring </h3><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity </li></ul><h3>The Value You Deliver </h3>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. <h3>How Your Work Impacts the Organization </h3>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. <h3>Company Overview </h3>Our mission at Fidelity is to make our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - Marin, CA

<h3>Job Description:</h3>The RoleAs a Senior Business Analyst, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with a Product Owner (Squad Leader) and technology teams to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!The Team The Business Analyst (BA) is part of the Fidelity Health Solutions’ Business Analyst Chapter (team), which supports product development across multiple health care domains. The BA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement digital product and service features in health care applications from inception to delivery. These squads will continue to bring new Healthcare capabilities to our digital experiences within NetBenefits or our Mobile App.The Expertise and Skills You Bring<ul><li>Bachelor’s degree preferred</li><li>3 - 5+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with proven ability to work across multiple multi-functional teams</li><li>Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development</li><li>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Solid grasp of the architecture and deployment needed to support web development</li><li>Interact closely with Subject Matter Experts and partners across Fidelity Health Benefits domain to elicit Product requirements</li><li>Ability to work on web and mobile application needs</li><li>Work with UXD teams to support prototyping</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool</li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification is a plus</li><li>Skilled at translating business vision into defined and prioritized user stories for team’s backlog</li><li>Ability to understand sophisticated customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team</li><li>Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features</li><li>Look for opportunities to innovate and take thoughtful risks to get work done better and faster</li><li>Excellent listening, communication (verbal and written), and presentation skills</li><li>You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals</li><li>You are highly organized and have a strong ability to prioritize and work under tight deadlines</li><li>Skilled at building relationships, fostering strong teams, and influencing others</li><li>You are a self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies</li><li>You have excellent business judgement and maintain confidentiality of all data</li><li>Providing consulting, support, and guidance to leadership, squad members, and other relevant partners to influence culture and behaviors</li></ul>The Value You Deliver<ul><li>Working in a Scrum Agile environment to deliver software</li><li>Leading and conducting business analyses to formulate and make recommendations</li><li>Identifying and defining solutions to business problems, through creation and documentation of systems and process specifications</li><li>Creating, documenting, and leading scrum team backlog (writing user stories / acceptance criteria, supporting prioritization, running refinement sessions, etc.)</li><li>Collaborate closely with business partners, development teams, external vendors, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle</li><li>Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication</li><li>Prioritize multiple initiatives and business analysis tasks at the same time</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.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.

Senior Business Analyst - Consulting

Up to $25K Sign On Bonus – Newport News, VA – Seeking Hospital Medicine Physicians
Join the Physician Partnership Where You Can Increase Your Impact
Vituity’s ownership model provides autonomy, local control, and a national system of support, so you can focus your attention where you want it to be – on your patients. 
Join the Vituity Team. Vituity is a 100% physician-owned partnership and is led by frontline physicians that are all equitable owners. As an equal and valued partner from day one, our ownership model provides you with financial transparency, a comprehensive benefits package including profit distribution, and multiple career development opportunities. Our leadership understands what your practice needs to thrive and gives you autonomy and local control so you can provide care when, where, and how your patients need it. You are backed by a best-in-class corporate healthcare team and supported by the broad peer-level expertise of 6,000 Vituity clinicians. At Vituity we’ve cultivated an environment where passion thrives, and success comes through shared purpose. We were founded in a culture that values team accomplishments more than individual achievements, an approach we call “culture of brilliance.” Together, we leverage our strengths and experiences to make a positive impact in our local communities. We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done. 
Vituity Locations: Vituity has opportunities at 475 sites across the country, serving 9 million patients a year. With Vituity, if you ever need to move, you can take your job with you. 

The Opportunity 
<ul type="disc">
<li>Up to $25k sign-on bonus for qualified candidates.</li>
<li>Seeking Board Eligible/Certified Hospitalist physicians.</li>
<li>Current VA state license is a plus.</li>
<li>Visa Candidates are encouraged to apply.</li>
</ul>
The Practice
Bon Secours Mary Immaculate Hospital – Newport News, Virginia 
<ul type="disc">
<li>125-bed hospital with 13-bed open ICU.</li>
<li>An average of 7-8 admits per day and an average of 5-8 admits per night.</li>
<li>Great backup subs and support staff.</li>
<li>Hospitalist runs codes. No procedures required.</li>
<li>No vent management required.</li>
</ul>
The Community
<ul type="disc">
<li>Newport News, Virginia, is a vibrant city offering a unique blend of history, culture, and coastal living, making it a fantastic place to work and call home.</li>
<li>Located along the James River, it’s home to the Virginia Living Museum, the Mariners’ Museum, and the iconic USS Monitor Center.</li>
<li>Residents enjoy proximity to the Chesapeake Bay, perfect for boating, fishing, and outdoor adventures.</li>
<li>The city's four-season climate provides mild winters and warm, sunny summers ideal for enjoying its many parks and recreational activities.</li>
<li>Newport News also has a thriving arts scene, including the Peninsula Pilots baseball team for sports enthusiasts.</li>
<li>With excellent schools, diverse neighborhoods, and a rich historical backdrop, Newport News combines the best of both worlds: peaceful suburban living with easy access to the cultural and professional opportunities of nearby Hampton Roads. It's a truly wonderful place to call home.</li>
</ul>
Benefits &amp; Beyond* 
Vituity cares about the whole you. With our comprehensive compensation and benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future. 
<ul type="disc">
<li>Superior Health Plan Options</li>
<li>Dental, Vision, HSA, life and AD&amp;D coverage, and more</li>
<li>Partnership models allows a K-1 status pay structure, allowing high tax deductions</li>
<li>Extraordinary 401K Plan with high tax reduction and faster balance growth</li>
<li>Eligible to receive an Annual Profit Distribution/yearly cash bonus</li>
<li>EAP, travel assistance, and identify theft included</li>
<li>Student loan refinancing discounts</li>
<li>Purpose-driven culture focused on improving the lives of our patients, communities, and employees</li>
</ul>
We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. When we work together across sites and specialties as an integrated healthcare team, we exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us. 
Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity. 
*Visa status applicants benefits vary. Please speak to a recruiter for more details. 
Applicants only. No agencies please.

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