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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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

Financial Consultant - Albuquerque, NM

Financial Consultant - Austin, TX (Downtown)

<h3>Job Description:</h3><p>To Be Updated prior to posting</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales<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>

Branch Leader - Tulsa, OK

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>The FIFT organization crafts all the technology systems used in Fixed Income for the Bond and Money Market product areas. FIFT also handles common trading services and systems used for Finance and Fund Oversight. The applications and services we provide enable investment decision making, portfolio management, and trading for combined assets under management of nearly $2 trillion. Through our Agile practices, we have developed an operating rhythm that ensures we are consistently delivering the highest value work for our customers and partners. We work on a wide variety of technologies including AWS, Angular, Java, Python, REST/API, PL/SQL, HTML and Kafka.</p><p>We are seeking a Principal Full-Stack Software Engineer to be part of our team supporting our bond portfolio management and trading products. As a member of this team, you will partner closely with our investment team on the Fixed Income trading floor, and interact directly with quant analysts, portfolio managers, traders and portfolio and research analysts to build new and innovative tools that will support and improve our investment processes.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>BS or MS in Computer Science or related degree</p></li><li><p>8+ years of experience in software engineering; 2+ years of experience as a technical lead</p></li><li><p>Proven experience in a full stack software development environment</p></li><li><p>Understanding of and experience within an Agile/Scrum framework preferred</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Experience as a technical lead supporting multiple teams, providing guidance and oversight for junior engineers; Partnering with Architecture, Data Services, Cloud Platform Teams, etc. to propose, design, develop and implement solutions</p></li><li><p>Comfortable with a broad set of technologies including deep knowledge of middleware Java stack, Spring framework, Oracle, messaging technologies (EMS or KAFKA) RESTful APIs and web containers</p></li><li><p>Experience with Angular required; Experience with UI tech stack/Single Page Applications desirable: HTML, JavaScript</p></li><li><p>Possess full-stack software development knowledge and critical thinking skills to craft end-to-end solutions</p></li><li><p>A passion to learn new things, including the Asset Management and Fixed Income investment domains</p></li><li><p>You are self-motivated, driven, and have a strong client focus and results-orientated approach</p></li><li><p>Comfortable developing Angular based user interfaces and Java based middle tier services</p></li><li><p>Familiarity with developing and running software on cloud service providers like Amazon Web Services</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Deliver time-to-market solutions, helping business partners use technology in an exploratory, highly iterative environment</p></li><li><p>Help our investment teams evolve their investment processes, to meet both short-term needs and long-term trends, through the use of technology</p></li><li><p>You will collaborate with Architecture, Data Services and other Technology Teams to improve the performance and scalability of our applications and workflows</p></li><li><p>Provide outstanding support, including rotational on-call support</p></li></ul><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><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>

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>

<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>

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