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<h3>Job Description:</h3>The RoleFidelity Asset Management is seeking a highly experienced fund oversight professional for the role of Head of Product Governance. The Product Governance team within Fidelity Asset Management is a tenured team of approximately 20 professionals that focus on the interests of our fund shareholders. Its mission is to evaluate, develop, and lead proposals through board approval into execution and serve as product specialists to enable Fidelity’s investment product strategy. Proposals may include new funds, changes to funds, mergers, and liquidations, and the scope spans all Fidelity mutual funds, ETFs, and other registered funds across all asset classes and distribution channels.This role requires a combination of deep subject matter expertise, diplomacy, communication, and a strong fiduciary orientation. You independently assess the benefits of any proposal to fund shareholders and must be comfortable expressing views that may be contrary to those of key senior stakeholders. You will interact directly with presidents of the investment divisions, the Head of Investment Product, leaders in other oversight functions, and the Boards of Trustees that oversee the funds.The role reports to the Head of the Finance and Fund Oversight (FFO) group and is based in Boston.The Expertise and Skills You Bring<ul><li>Deep technical knowledge of mutual funds and ETFs and familiarity with Fidelity’s fund offerings. Knowledge of unregistered investment product structures and/or alternative investments is a plus.</li><li>Fiduciary orientation, with ability to balance different perspectives while placing fund shareholder interests first.</li><li>Ability to collaborate and build relationships at all levels of the organization.</li><li>Proven ability to consult and influence senior leaders.</li><li>Outstanding written and verbal communication skills.</li><li>Experience taking controversial positions with diplomacy and grace.</li><li>Ability to see the big picture while paying careful attention to detail, applying independent critical thinking and judgment.</li><li>Proven experience finding creative solutions to resolve intractable problems.</li><li>Balance of interpersonal skills and analytical acumen, and ability to recognize impact on others and adapt to be effective in different situations.</li><li>Experience managing and leading a high-functioning team, with focus on talent development.</li><li>Intellectual curiosity, humility, and a genuine desire for continuous improvement.</li></ul>The TeamThe Asset Management Finance and Fund Oversight (FFO) team partners across Asset Management to drive long-term strategy and uphold fiduciary standards for Fidelity and customers. FFO further supports AM business lines and boards by providing financial expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more. As the leader of Product Governance, you will lead a talented team and will be accountable for continued growth and development.The base salary range for this position is $185,000-$400,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Fidelity Investments

Head of Product Governance

<h3>Job Description:</h3><h3>The Role</h3>The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.<h3>The Expertise and Skills You Bring</h3><ul><li>5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax.</li><li>Bachelor’s degree in accounting, Finance, Business, HR; Master’s in taxation and/or CPA preferred</li><li>Experience with U.S. withholding taxation and reporting requirements</li><li>Confirmed understanding of tax systems</li><li>Intermediate level in Microsoft Office Tools, specifically Excel and Word</li><li>Experience working with IRS and multi-state taxation jurisdictions is required </li><li>Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.) </li><li>Experience working in the financial services industry is a plus </li><li>Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies</li><li>You can meet tight deadlines in a fast-paced environment </li><li>You produce high quality work and can prioritize multiple projects </li><li>You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills</li><li>You take initiative while seeking appropriate guidance </li><li>You are detail and process oriented with strong ability to organize and analyze data </li><li>You’re a great collaborator </li><li>You are committed to self-development, continuous learning and career advancement </li></ul><h3>The Value You Deliver </h3><ul><li>Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)</li><li>Assist in analyzing relevant legislative changes and effectively communicate implications to management </li><li>Prepare/review/update quarterly and year-end state tax rates</li><li>Respond to inquiries on Federal and state notices </li><li>Identify opportunities to improve and/or automate processes to improve efficiencies and controls.</li><li>Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.</li><li>Preparing and responding to required surveys</li><li>Research, respond and resolve moderately complex associate withholding tax matters. </li><li>Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties </li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Payroll Tax Analyst

<h3>Job Description:</h3>Are you interested in leading high performing engineering team that is serving the needs of millions of customers in tax efficient savings, protection and guaranteed income in retirement?Fidelity Insurance Agency (FIA) Technology team in Personal Investing is seeking a hardworking engineer to join us and lead engineering team in modernizing and building innovative and cloud-native experiences, capabilities and platforms in support of this mission.The TeamAs a Full Stack Developer, you will be applying your software development and automation skills to develop, test, deploy, maintain and improve record keeping rep facing application.This person will be a hands-on engineer with well-honed design and development skills. This individual will be accountable for all the deliveries of the engineering team.The Expertise You Have<ul><li>Exceptional communication and collaboration skills, Strategic planning and execution of complex initiatives</li><li>Full-stack development experience using Java (Keel), Angular, Node (Keel JS) and JavaScript</li><li>Experience integrating with Service Oriented Architecture (REST) using Express, Node, Spring Boot, Dropwizard</li><li>10+ years of hands-on experience with designing and building large scale applications</li><li>Strong knowledge in application development with micro architectures, event driven, scalable, decoupled solutions.</li><li>Knowledge of end-to-end DevSecOps automation with CI and CD pipelines including Unit, Component, Functional, Performance, and Security test automation</li><li>Knowledge of mock frameworks and service virtualization</li><li>Proven experience in Oracle database and PL-SQL, No-SQL</li><li>Ability to provide automation solutions to support all possible data scenarios</li><li>Certifications in, and working experience with AWS services</li></ul>The Skills You Bring<ul><li>Define, maintain, and support our enterprise products</li><li>Perform troubleshooting and triaging in Assist in production and non-production environment</li><li>Standout colleague, self-starter, collaborative, innovative and eager to learn every day.</li><li>Excellent communication and documentation skills.</li><li>Enjoy experimental development solutions</li><li>Ability to multi-task within various initiatives</li><li>Lead a technical team</li><li>Close collaboration with architects in designing and implementing scalable resilient solutions</li></ul>The Value You Deliver<ul><li>Accountable for consistent delivery of functional software – sprint to sprint, release to release</li><li>Excellence in software development practices and procedures, accountable for Delivery Teams Roadmap Execution</li><li>Develop original and creative technical solutions to on-going development efforts on-call</li><li>Responsible for QA readiness of software deliverables (end-to-end tests, unit tests, automation)</li><li>Responsible for supporting implementation of major initiatives</li><li>Works on complex assignments and often multiple phases of a project</li><li>Mentoring/delegation (code reviews, code quality, domain knowledge, pair programming)</li><li>Providing technical solutions and design / Influence platform design for the team.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Principal Full Stack Engineer (Angular, Node, AWS)

<h3>Job Description:</h3>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. 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.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.<h3>Licensing and Experience</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</li></ul><h3>Key Responsibilities</h3>Relationships<ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>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.</li><li>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.</li><li>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.</li><li>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.</li><li>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</li><li>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</li><li>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.</li></ul><h3>Strategic Book Management</h3><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>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.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</li><li>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.</li><li>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</li><li>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.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Financial Representative - Vero Beach, FL

<h3>Job Description:</h3>The RoleAs a Software Engineering Chapter Leader in the Wealth Solutions Engineering chapter, you will directly supervise a team of software developers and systems analysts chapter members, who will be embedded in squads (software delivery teams) and report into you. You will help them grow and develop in their area of expertise and ensure alignment on the 'how' of the work they perform in squads.The Expertise and Skills You Bring<ul><li>Bachelor’s degree in Computer Science or Engineering.</li><li>10+ years of software development and engineering experience.</li><li>Track record of mentoring, coaching and developing people and teams.</li><li>We build Front-end (Web/Mobile) and API based solutions with JavaScript / TypeScript stack including frameworks like Angular and NodeJS. Familiarity with front-end experience development and related methodologies is desired.</li><li>Good understanding of cloud-computing and public cloud platforms like AWS.</li><li>Passionate about engineering excellence, DevOps maturity and test driven development.</li><li>Proven leadership through empowerment of individuals/teams, innovation, collaboration and must be someone who’s eager to learn and teach every day.</li><li>Bring a data driven &amp; collaborative approach to decision making, both in day-to-day management and in making strategic trade-offs.</li></ul>Your Responsibilities<ul><li>Developing &amp; maintaining industry-leading software engineering chapter expertise and talent to support the squads &amp; broader product-area with the right level of knowledge and skills.</li><li>Supervising the performance of chapter members, sharing feedback, coaching, career path guidance and hiring new talent to meet squad and product-area goals.</li><li>Sharing knowledge and expertise within and outside of the chapter - ensuring how the work is performed by chapter members is aligned with established road maps and guardrails.</li><li>Champion good engineering practices and establish new standards as and when needed.</li><li>Collaborate with Architecture chapter and influence consistent, robust and resilient design and architecture implementations across the enterprise.</li><li>Create and maintain a work culture based on Fidelity and agile leadership behaviors.</li><li>Be a joint and trusted partner with product area leaders to lay out strategy and vision for business success.</li></ul>The TeamThe Wealth Solutions Engineering (WSE) chapter area provides engineering know-how, talent, and standards in many areas of the Fidelity Wealth business unit, including digital planning &amp; advice, investment products, managed solutions, life insurance, retirement &amp; income planning, and large-scale platform development &amp; operation. Within Fidelity Wealth, you and your engineering team will directly support the Fidelity Insurance Agency (FIA) Experience group, which owns the digital experiences used by our customers and advisors for researching, purchasing and managing annuity and insurance products. As a leader on our WSE team, you will have a direct and positive impact on Fidelity’s customers. The industry leading products and ever-evolving technology stack that our chapter area supports ensures a great learning culture in the team.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Tech Lead, Full Stack Engineering Director (Angular, Node, AWS)

<h3>Job Description:</h3>Senior Risk ManagerAre you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The FFIO Risk team within the broader FFIO, Corporate Services &amp; Global Risk, and Enterprise Resiliency Team is looking for a passionate, hard-working team member to help support the business in identifying, monitoring and mitigating risks in order protect the interests of the firm and our customers. The Senior Risk Manager is responsible for protecting Fidelity’s customers and deepening their trust in Fidelity by partnering with the business to identify risks and develop innovative solutions to enhance controls, while fostering a strong risk mindset within the business. To execute on this goal, the team is responsible for identifying, assessing, and reporting on significant risks and helping management improve the control environment. The Businesses We SupportAs part of the Fidelity Fund and Investment Operations (FFIO) Risk Team, we provide business unit level risk support to a variety of operational teams, including Fund Operations and/or Global Middle Office. Examples of service lines within these teams include Fund Accounting, Pricing, ETF Accounting, Corporate Actions, Reconciliations, Fund of Funds, Cash Management, Global Product &amp; Market Information, Managed Accounts Shared Services, etc. The primary areas of business unit support and focus for this role will be dependent on business needs. The Expertise You Have <ul><li>Bachelors’ Degree required</li><li>7+ years’ industry experience, including Audit or other Risk Management activities</li><li>Other applicable experience (e.g., fund accounting, data analysis, etc.) helpful but not required</li><li>Demonstrated leadership or project management experience</li></ul>The Skills You Bring <ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Power BI, Tableau); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</li><li>Ability to manage multiple tasks; and provide supervision and direction to less experienced associates</li><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </li></ul>The Value You Deliver The candidate’s primary responsibility will be providing business unit risk support, including:<ul><li>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</li><li>Continuously analyzing and assess the risk profile of the business</li><li>Perform incident management activities, including collaborating with business units to identify root causes and trends, and developing effective remediation plans to prevent and detect similar issues in the future </li><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</li><li>Collaborating across our Risk team and other business support partners to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul>Company OverviewAt Fidelity, we are focused on making 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">Fidelitycareers.com</a>Fidelity Investments is an equal opportunity employer.<h3>Certifications:</h3><h3>Category:</h3>RiskMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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 RISK MANAGER

<h3>Job Description:</h3>Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.The Expertise We’re Looking For· Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs· Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up· Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity· Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire· Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!The Skills You Bring· You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each· Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations· You have outstanding communication and consultative skills, and you thrive in a fast-paced work environmentOur Investments in YouFidelity’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!The Value You DeliverIn this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Investment Consultant - Atlanta, GA

<h3>Job Description:</h3><h3>HSA/RA Sr. Specialist</h3>The RoleFidelity Workplace Investing is seeking professional individuals with a strong interest in supporting Health Savings Account (HSA) and Reimbursement Account (RA) services! You will be a member of HSA/RA Ongoing Operations and Center of Excellence, a dynamic team, supporting fast-growing products.As a HSA/RA Sr. Specialist, you will combine strong client leadership skills with a deep knowledge of HSA and RA plan administration. The position requires cross-functional collaboration skills as well as system and product knowledge associated with client solutions. Under minimal direction, you will provide operational support to the HSA Operations &amp; RA Services team as well as technical and troubleshooting support for clients. Establishing and implementing controls and audits for Fidelity’s stacked debit card administration processes and problem solving. Also, Fidelity’s RA funding and other HSA processes will be a critical aspect of the role.The Expertise You Have<ul><li>3-5 years within a professional, fast paced, corporate environment, with experience in operational processing</li><li>Bachelor’s Degree or equivalent experience required.</li><li>Experience with Fidelity Health, Disc Recon, FPRS, FBSI &amp; PSW preferred.</li></ul>The Skills You Bring<ul><li>Experience in supporting operational questions for clients and/or problem resolution events</li><li>Analytical, intuitive, and problem-solving skills</li><li>Strong and effective interpersonal and communication skills.</li><li>Demonstrated ability to balance customer service with sound business judgment.</li><li>Effective interpersonal, time management, organizational, facilitation and prioritization skills.</li><li>Ability to work with different business partners in numerous locations.</li><li>Proven experience in identification of service enhancements or process improvements and delivering the best solution in a timely manner.</li></ul>The Value You Deliver<ul><li>Attention to detail: Your proactive execution of administrative processes with quality, accuracy, and efficiency will ensure the client recognizes and is satisfied with the quality of the service they receive.</li><li>Incident management: Your active participation in the resolution of service issues will ensure these are addressed appropriately within the organization. Your understanding of the objectives and initiatives, and identification of root cause, will be vital.</li><li>Mobilize others: Collaboration with the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning).</li><li>Process improvement: By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.</li><li>Communicate clearly: You get results by effectively communicating to internal and external business partners, managing the successful execution of an agreed upon mitigation strategy.</li><li>Customer service: You troubleshoot client inquiries and complete audit requests particularly in relation to stacked debit cards, eligibility, contributions, claims, and general account maintenance to identify potential areas of concern.</li></ul>The TeamA key member of Fidelity Health Operations team, we work closely with HSA &amp; RA Product and Workplace Investing service teams to provide excellent client and operational service. Our organization is passionate about delivering the best service levels in the industry by delivering the tools that drive the best health and wellness decisions by our customer’s employees. Our steadfast dedication to operational excellence through detailed project execution and HSA and RA support requires keen focus and constant collaboration.<h3>Certifications:</h3><h3>Category:</h3>Client Service Operations, OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

HSA/RA Sr Specialist

<h3>Job Description:</h3>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive workplace consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.The Expertise You Have<ul><li>Bachelor's Degree</li><li>15+ years of experience in employer benefits industry, with a focus on benefit program strategy and compliance during corporate mergers and acquisitions</li></ul>The Purpose of Your RoleAs a Vice President in Workplace Consulting you will drive and lead client engagements to align retirement, health &amp; welfare and global benefit program strategies ensuring smooth transitions for employees and the organization during a merger, acquisition or divestiture. This includes facilitation of complex strategy discussions with clients to understand their business as well as providing oversight on project implementation and delivery. Additionally, you will be involved with new business development, creative solutioning for new and prospective clients and cultivating existing client relationships. While working in a collaborative and dynamic work environment, you will have an opportunity to apply your leadership skills to help engage associates and encourage a satisfying and productive work atmosphere.The Skills You Bring<ul><li>Superior teamwork skills and ability to professionally influence others across groups</li><li>Strong critical thinking and problem-solving skills</li><li>Excellent oral and written communication skills</li><li>Proven leadership ability</li><li>Keen interest and commitment to help others succeed</li><li>Expert knowledge in evaluating employee benefit plans and programs during the M&amp;A lifecycle, including compliance considerations, identification of risks and making recommendations for post-transaction entities</li><li>Demonstrated experience in supporting clients with due diligence reviews, risk mitigation during transition and implementation, strategic plan design and compliance consulting, and integration planning</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver<ul><li>Leading new business efforts including collaborating cross-practice and across Fidelity to secure additional revenue for Workplace Consulting and the broader organization</li><li>Partnering with subject matter experts to develop comprehensive M&amp;A benefit integration strategies</li><li>Creating sustainable and profitable client relationships</li><li>Ensuring and championing quality of work delivered to clients</li><li>Consulting on a wide variety of benefit topics, including employee/retiree educational issues and anticipating changing client needs, with a focus on mergers &amp; acquisitions</li><li>Contributing to thought leadership on behalf of Fidelity and Workplace Consulting</li><li>Working with other practices in Workplace Consulting and across Fidelity to identify new opportunities and deliver integrated solutions</li><li>Mentoring associates within the Retirement practice and cross-practice</li></ul>The TeamThe Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link:<a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>The base salary range for this position is $130,000-264,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

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