field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<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.

Fidelity Investments

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

<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>The RoleFidelity Digital Assets® is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Product Delivery Analyst on the Fidelity Digital Assets® Product Delivery team you would have the opportunity to directly contribute towards this future. As a Senior Product Delivery Analyst you will analyze both current and new business and technical processes, identify system interfaces and dependencies, and document process and system flows. You will collaborate closely with various squads within the domain and across business and technology teams. Your insights will help assess systems, identify dependencies, and sequence work effectively. An ability to navigate between business and technology teams will be essential as we enhance existing applications and build new product offerings.This role requires a dedicated, curious, and passionate analyst who will:<ul><li>Leads analysis efforts using process flows, screen mockups, data, use cases and other relevant analysis tools</li><li>Advocates for high quality solutions by performing feasibility and cost/benefits analysis and making recommendations to the systems design</li><li>Develop positive relationships and champion a collaborative team environment</li><li>Extract, analyze, and supply data that assists in decision-making</li><li>Work with engineering and business teams to ensure adequate test coverage of system changes/enhancements and ensuring requirements are being met</li><li>Evaluate the design of existing and in-development systems to assess their functionality, dependability, and maintainability</li><li>Working closely with electronic trading platforms including algorithmic trading, smart order routing and internalization / matching engine.</li><li>Experience and interest in market structure – crypto, FX or equities.</li><li>Passionate about execution quality – being able to define and manage to asset class appropriate execution quality standards.</li><li>Have experience and understanding of electronic trading protocols – e.g. FIX</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree in either Computer Science, Information Systems, Mathematics or Business related field</li><li>5+ years of experience related to analysis and product delivery</li><li>Experience with systems development methodologies and formal documentation processes.</li><li>Moderate expertise in analyzing end-to-end processes, utilizing tools and techniques for data presentation and analysis, including REST API technologies, SQL, JSON, and Postman/Insomnia.</li><li>Analytical mindset capable of assessing the magnitude and impact of work at a granular level, down to individual user stories.</li><li>Data-driven approach to decision-making, with the ability to measure, collect, and leverage data effectively while balancing intuition.</li><li>Strong written and verbal communication skills, with the technical acumen to drive outcomes and influence stakeholders effectively.</li><li>Ability to navigate ambiguity with flexibility and adaptability.</li><li>Willingness to dive in and understand code for analysis and support purposes</li><li>Able to understand the technology and software architecture of an application</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position</h3>The TeamThe Fidelity Digital Assets® Product Delivery team is central to enhancing and delivering platform capabilities that serve Fidelity Digital Assets® Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice.#cryptojobsThe base salary range for this position is $80,000-153,000 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>Information Technology

Senior Product Delivery Analyst - Trading | Fidelity Digital Assets

<h3>Job Description:</h3>The RoleAs Employee Compliance Squad Leader, you blend product and leadership expertise with a passion for delivering results. You are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features. You ensure your applications are available, stable, performant, and supported when required. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.<ul><li>Ensure alignment on the what and when work is to be performed through ongoing planning and prioritization of a product backlog.</li><li>Define, refine and communicate the squads' mission and roadmap to empower and establish team and partner support and alignment.</li><li>Anticipate, discover, and prioritize client / partner needs</li><li>Act with a data-focused approach to understand customer needs, translate strategic objectives into action, and prioritize to improve value delivered.</li><li>Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria.</li><li>Establish and maintain positive relationships as you work cross-functionally across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach.</li><li>Define, evaluate, and communicate results against acceptance criteria while removing impediments</li><li>Collaborate and coordinate with Chapter Leaders and Scrum Master to build squad capacity and capability and enable squad member growth, development, and learning</li><li>Make informed trade-off decisions to strike the right balance between quality, cost, and timelines.</li><li>Supervise and control related cost and maintenance</li><li>Emphasize continuous improvement</li></ul>The Skills You Bring &amp; Expertise You Bring<ul><li>Education – BS or MS in technology related field (Engineering, Computer Science etc.)</li><li>5+ years of experience in leading technology teams or technology initiatives.</li><li>Prior experience in Ethics Compliance / Registration &amp; Licensing Compliance technology is required.</li><li>A learning and growth demeanor with a passion for delivering quantifiable value to our customers and Fidelity.</li><li>Experience understanding customer &amp; business needs and leading distributed cross-functional software development teams.</li><li>Skilled at using data and insights, letting facts lead the way to develop effective strategic product roadmaps.</li><li>Experience with Scrum/Agile development is preferred.</li><li>Experience designing, developing, and maintaining dynamic products and solutions.</li><li>Ability to focus on execution and identify, communicate, and remove impediments to progress.</li><li>Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams.</li><li>Dedication to understanding and learning about customer needs and requirements.</li><li>Jira and Jira Align experience is preferred.</li></ul>The TeamCompliance Technology (CT) provides strategic technology support to Fidelity Legal, Risk &amp; Compliance teams. Compliance technology is currently going through a transformation to simplify and modernize technology solutions while continuing to be a strategic advisor to the business. This role in Corporate Services Technology will provide technology support for Employee Compliance program. The role can be based in one of the approved US based locations (preferably Westlake, TX) with frequent travels to other Fidelity locations. Be a part of this dynamic 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.

Squad Lead, Compliance Technology

<h3>Job Description:</h3><h3>Please Note: The hiring manager will be hiring for this role at a Director OR Senior Manager level based on candidate experience</h3>The RoleAs a member of the Digital Channels Personalization team, you will partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences (web and mobile platforms). This exciting new Squad will be focusing on leveraging the full breadth of our Personalization tools to create connected cross-channel customer experiences focused on specific customer outcomes to train and strengthen our AI/ML models and create an individualized and scalable landing solution for customer content refinement and decision support.As a Director Level Analyst, you will:<ul><li>Collaborate with and champion relationships across multi-functional teams, including business partners, analytics, artificial intelligence, technology, product, and marketing teams to ensure successful delivery of new initiatives and continuous measurement of outcomes.</li><li>Work alongside various team leaders and management to create and present impactful, results driven goals, product roadmaps, and success stories</li><li>Support delivering initiatives, including strengthen AI/ML models by utilizing outcome data and analytics, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.</li><li>Employ strong story telling skills, conveying the vision and impact of digital solutions by helping to create and utilize data analytic measurement strategies and visualizations</li><li>Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.</li><li>Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.</li><li>Stay updated with industry trends in customer experience and personalization.</li></ul>Expertise and Skills<ul><li>Bachelor’s degree or equivalent in business, computer science, data analytics, or a similar field (Masters a plus)</li><li>7+ years of work experience as an analyst in a business intelligence, digital solutions, or financial services environment</li><li>Background with various investment products offered through Wealth, Brokerage, and Workplace Investing (Series 6, 7, 63, or equivalent is a plus)</li><li>Excellent problem-solving skills and attention to detail.</li><li>Experience in leading and delivering complex and highly visible projects throughout an organization</li><li>Ability to lead, communicate, and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.</li><li>Exposure to Data Analytics, artificial intelligence / machine learning techniques is a plus.</li></ul>The TeamAs Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our web and mobile platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.<h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The base salary range for this position is $110,000-222,000 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>Product Management

Director, Business Analyst: Digital Strategy and Solutions (Personalization)

<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

Head of Product Governance

<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>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><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

25,639 Jobs