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<h3>Job Description:</h3><p>Do you like supporting others, providing leadership and being able to bring fresh ideas to your role?</p><p>As a player coach role, approximately 50% of your time will be spent in the Executive Assistant role to individuals on the senior sales management team and 50% of your time will be spent in the manager role leading the Executive Assistants on your team. You will need to be able to perform your duties while working in a fast-paced and dynamic environment. This role will require adaptability and creativity as we evolve the roles and levels of support provided for the future needs of the business.</p><p>The Executive Assistants you manage will have a dotted line reporting structure to support specific sales and support managers as well as their teams. Day-to-day direction of the Executive Assistants will rest with the assigned sales managers. Your leadership will focus on their broader development needs, encouraging standard processes and consistency across the administrative support services. In this role, you will engage with at least one lead sales manager for each Executive Assistant to garner feedback and help develop and foster competencies, roles, and responsibilities for your team.</p><p>This role, reporting to the Head of Core Sales Support and Executive Admin Office, is intended to foster a connection to other leaders of the Sales Optimization, Acceleration and Retention (SOAR) team. SOAR drives efficient, innovative, creative ways to win new sales and deepen client relationships to increase economic vitality while gaining loyal customers.</p><p>We are looking for an individual that can bring fresh ideas to supporting sales, build a high-performing team, and provide value for the organization’s evolving needs.</p><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li>Bachelor’s degree as well as 5+ years of progressive work experience supporting high level executives</li><li>Excellent verbal and written communication skills including the ability to successfully interact with all levels of senior management and associates</li><li>Team leadership and/or mentoring experience</li><li>Advanced proficiency in Microsoft Office suite of products</li><li>Comfort level with SharePoint, preferred</li><li>Empathetic leadership capability</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Extremely detail-oriented and possess strong communication and organizational skills</li><li>Strong emotional intelligence and listening skills form the foundation of your leadership style</li><li>Strong coaching skills that are rooted in an interest in learning, listening and a positive approach to providing balanced feedback and change management</li><li>Influencing skills to modernize redesign and lead teams</li><li>Advanced ability to multi-task and proactively anticipate the needs of executives and other executive assistants</li><li>Effectively interact with senior level management as well as associates</li><li>Proven track record of working cooperatively and effectively with various personalities</li><li>Self-starter with a strong sense of ownership</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Advanced management of complex calendars</li><li>Advanced arrangement of detailed travel and processing expenses</li><li>Assisting with special projects related to the WI Sales team - coordinating and managing senior sales management offsites</li><li>Recruiting, orienting, training, coaching, leading and developing a team of Executive Assistants and creating an environment where they will continue to grow and develop themselves and their careers</li><li>Supervises clerical and Executive Assistants by communicating job expectations, appraising job performance</li><li>Creation and editing of Microsoft PowerPoint presentations, Word documents and Excel spreadsheets</li><li>Advanced coordination of meetings, including agenda development, arranging technical support, and catering</li></ul><h3>Certifications:</h3><h3>Category:</h3>Administration<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>

Fidelity Investments

Executive Assistant Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Do you question why? Are you eager to know more? This team is fully committed to implementing and maintaining applications for 401k contribution requests across multiple clients. We are looking for a passionate individual to work across business units and developers to analyze, designs, document, and help implement solid solutions.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>8+ years of Systems Analyst experience</li><li>Basic understanding of Java</li><li>Experience working in mid-tier and backend systems is a must</li><li>Business Process Modelling knowledge is a must (Preference for Appian)</li><li>Maria or Oracle Database and SQL knowledge is a must</li><li>Understanding of Jira is desired</li><li>Ability to work as across many squads for requirements gathering and understanding</li><li>Proven experience in Systems Analysis and deep understanding of the software life cycle stages</li><li>Ability to lead, coach, mentor, and develop people and teams</li><li>Strong analytical, facilitation and communication skills including written, verbal, and technology illustrations.</li><li>Proven expertise and passion for delivering complex technology solutions and achieving results</li><li>Passionate about engineering excellence, innovation, and empowerment</li><li>Aptitude and eagerness to learn new domain</li></ul><p><strong>The Team</strong></p><p>Financial Investments, Client Operations Technology (FICOT) group develops applications for Workplace Solutions business unit within Fidelity. We provide middleware platforms, web services and data for some of the key internal customers (Operations, Investment Services Group) and external customers (Fidelity.com/Net benefits) in the company.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Principal Systems Analyst

<h3>Job Description:</h3><h3>The Role</h3><p>As the Equity Data Chapter Leader, you blend deep data expertise &amp; a passion for the craft of software engineering with a strong ability to coach, mentor, and develop associates. You are deeply committed to improving the value delivered to our customers. In an agile structure you will collaborate with other leaders to establish the standards for your chapter, influence the strategic decisions and build solutions in your expertise. You will directly lead a team of chapter members who work within autonomous squads across but report directly to you. You are committed to helping them grow and develop in their knowledge area and ensure alignment on the how of the work they perform. You are comfortable with supporting your team by being hands on when you need to be but primarily focus on enabling and empowering your team in blazing their own trail. You are committed to developing your own expertise and knowledge to bring the latest thinking to your role.</p><h3>The Expertise and Skills You Bring</h3><ul><li>Minimum of 10 years of Data Engineering and Development experience</li><li>BS degree in Computer Science or related software engineering field or equivalent experience</li><li>Proven successful experience as an engineering coach and mentor as well as developing emerging leaders to their full potential</li><li>Strong technical proficiency with data technologies including structured and unstructured data, relational databases, data movement including batch and messaging, RESTful APIs</li><li>An advocate of software engineering as a craft</li><li>Experience planning development of team capabilities; identifying and acquiring strategic talent needs</li><li>Experience resource planning and talent allocation across large organizations</li><li>Financial services experience in Asset Management preferred</li></ul><h3>'The Team</h3><p>The Data Services &amp; Compliance (DSCO) domain with Asset Management Technology provides core and common data engineering to the breadth of Asset Management. This position supports the Equity division and provides data expertise for research and portfolio construction technologies.</p><p>This Chapter is focused on Data as a primary competency however we have a combination of data, middle-tier, and UI engineering resources that provide capabilities to all Asset Management advisors and asset classes. We work on a wide variety of technologies including AWS, Oracle, Snowflake, DynamoDB, Java, Spring Boot, Python, REST/API, Kafka, and Tableau. Our goal is to democratize data, and we strive to enable effective consumption of high quality, trusted, data sets that are used in all phases of the investment process.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Chapter Leader - Equity Data

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities. </p><p>The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions. </p><p>This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing. </p><p><strong>Licensing and Experience</strong> </p><ul><li><p>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position. </p></li></ul><ul><li><p>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry. </p></li></ul><ul><li><p>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory. </p></li></ul><p><strong>Key Responsibilities:</strong></p><ul><li><p>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities. </p></li></ul><ul><li><p>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction. </p></li></ul><ul><li><p>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business. </p></li></ul><ul><li><p>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals. </p></li></ul><ul><li><p>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc. </p></li></ul><ul><li><p>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings. </p></li></ul><ul><li><p>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors. </p></li></ul><ul><li><p>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution. </p></li></ul><p><strong>Strategic Book Management</strong> </p><ul><li><p>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business. </p></li></ul><ul><li><p>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving. </p></li></ul><ul><li><p>Differentiates Fidelity's benefits approach against competitive benefit solutions. </p></li></ul><ul><li><p>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics. </p></li></ul><ul><li><p>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business. </p></li></ul><ul><li><p>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests. </p></li></ul><ul><li><p>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts. </p></li></ul><ul><li><p>Provides analysis and advice to resolve the needs of internal/external customers. </p></li></ul><ul><li><p>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately. </p></li></ul><ul><li><p>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position. </p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<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>

Vice President, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p>You will act as a Principal Full Stack Software Engineer who will play a critical role on a dynamic Agile-based Scrum team as a member of the Treasury Workspace application team. You will work closely with the Squad Lead, Scrum Master, Systems Analyst, Quality Assurance, Architects, and other Engineers, to craft, build, test, and deliver the features that make up Fidelity’s Treasurer’s Office user experience. You will also be expected to provide guidance and mentoring to more junior Engineers within the wider Finance and Fund Oversight (FFO) technology chapter.</p><p><strong>The Role</strong></p><ul><li>Experience collaborating in a team environment to develop, deploy, and support key applications and features</li><li>A passion for system analysis to provide our business partners with the best solution for them</li><li>Experience mentoring less senior Engineers and enforcing standards across a team</li><li>A demonstrable understanding of the Agile software development methodology</li><li>Significant experience and expertise in modern Java (Core Java, Spring, Spring Boot) development, front end frameworks (especially Angular), and hands-on coding.</li><li>A working knowledge of relational databases</li><li>A working knowledge of application deployment and runtime operations in an Amazon Web Services (AWS) environment</li><li>Experience with Java middle tier application development and programming especially with RESTful Web Services (Java, Spring, Junit) </li><li>Experience with at least one front-end framework (Angular, React, Vue, etc.)</li><li>Familiarity with the following will be considered a very strong plus:</li><li>Jenkins</li><li>CI/CD Pipelines</li><li>Github</li><li>Docker</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>BS/BA Degree in Computer Science, Information Systems, or equivalent experience preferred.</li><li>10+ years of hands-on experience with designing and building large scale web applications.</li><li><strong>Expertise in Web based development especially Java and Angular</strong></li><li>Strong critical thinking skills coupled with a desire to learn and engage with peers in technical and design discussion.</li><li>Demonstrated experience in communicating technical needs and capabilities to non-technical team members, product owners and business partners.</li><li>Experience in a financial services application domain or other heavily regulated industry.</li></ul><p><strong>The Team</strong></p><p>The Treasurer’s Workspace (TWS) system is a key application within Fidelity’s Asset Management portfolio of technology. The TWS application enables Treasurer’s Office users to perform several business-critical fiduciary oversight, reporting, and regulatory functions at the scale of billions of dollars. </p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Principal Full Stack Engineer

<h3>Job Description:</h3><h3><strong>NQ Service Delivery Manager</strong></h3><p><strong>The Role</strong></p><p>The 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.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p> 3+ years of related experience working with retirement plans and interacting with Plan Sponsors.</p></li><li><p>Bachelor’s Degree or equivalent work experience</p></li><li><p>Experience with Nonqualified Plans preferred.</p></li></ul><p><strong>Skills required for the role:</strong></p><ul><li><p>To excel in this role, strong interpersonal and client communication skills are essential for building relationships with plan sponsors and internal partners.</p></li><li><p>The ability to convey complex technical information in an accessible manner enhances collaboration and understanding.</p></li><li><p>Organizational skills and meticulous attention to detail are crucial for managing multiple tasks and meeting deadlines in a fast-paced environment.</p></li><li><p>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.</p></li></ul><p>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.</p><p><strong>The Team</strong></p><p>How 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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service Operations<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>

NQ Service Delivery Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As 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.</p><p><strong>Key Responsibilities</strong></p><ul><li><p>Lead end-to-end competitive and market intelligence for the H&amp;W benefits outsourcing space.</p></li><li><p>Analyze competitor strategies, offerings, technologies, and value-added services.</p></li><li><p>Forecast market trends, regulatory shifts, and evolving employee needs—especially around the employee experience.</p></li><li><p>Deliver executive-ready insights via presentations, dashboards, and reports that inform product, sales, and marketing strategies.</p></li><li><p>Partner with product teams to shape roadmaps, identify innovation opportunities, and address market gaps.</p></li><li><p>Develop insights-driven narratives to support go-to-market strategies, sales enablement, and client retention.</p></li><li><p>Align research priorities with strategic business goals and stakeholder needs.</p></li><li><p>Provide competitive enablement and deal support to client-facing teams; collaborate with Marketing, Sales, and Thought Leadership to refine external positioning.</p></li><li><p>Manage third-party research vendors and data providers to enhance intelligence capabilities.</p></li><li><p>Monitor and contextualize market developments; lead internal communications including newsletters and stakeholder updates.</p></li></ul><p><strong>Expertise and Skills You Bring</strong></p><ul><li><p>8+ years of experience in market research, strategy, or competitive intelligence within H&amp;W benefits outsourcing or consulting industries.</p></li><li><p>BA/BS degree required, MS/MBA or JD preferred.</p></li><li><p>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.</p></li><li><p>Strong analytical and strategic thinking skills; adept in CI/MI methodologies and tools.</p></li><li><p>Excellent communication and storytelling skills; able to influence senior stakeholders.</p></li><li><p>Proven leadership in cross-functional collaboration and stakeholder engagement.</p></li><li><p>Experience applying strategic frameworks (e.g., SWOT, scenario planning, benchmarking).</p></li><li><p>Ability to synthesize diverse data sources into actionable insights.</p></li><li><p>Comfortable navigating ambiguity and driving clarity through strategic judgment.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Shape business strategy through deep, evidence-based market and competitive insights.</p></li><li><p>Empower sales and marketing with differentiated positioning and messaging to win and retain business.</p></li><li><p>Bridge market intelligence with product innovation, driving roadmap decisions and feature development.</p></li><li><p>Foster alignment across product, sales, and leadership by delivering timely, actionable intelligence that fuels growth.</p></li></ul><p><strong>The Team</strong><br>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.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<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>

Director, Healthcare Competitive Intelligence (Unfilled)

<h3>Job Description:</h3><p>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.</p><p>The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:</p><ul><li><p>Analyzing risk exposures using stress testing and scenario analyses for client trading, assessing collateral-based margin requirements.</p></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><p><strong>The Expertise You Have</strong></p><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><p><strong>The Skills You Bring</strong></p><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><p><strong>The Value You Deliver</strong></p><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><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $64,000-$121,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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><h3>Certifications:</h3><h3>Category:</h3>Risk

Prime Brokerage Risk Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The 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.</p><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><p>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.</p><h3><strong>The Expertise You Have</strong></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><strong>The Skills You Bring</strong></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 <strong>Value</strong> 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><strong>The Team</strong></h3><p>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.</p>The base salary range for this position is $71,000-$120,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Client Service

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

<h3>Job Description:</h3><p>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.</p><p>The Expertise and Skills You Bring</p><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><p>The Value You Deliver</p><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><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p>The Team</p><p>The 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.</p><p>Company Overview</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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>

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