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Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a System Engineer to work in Fidelity’s Enterprise Infrastructure Group in Westlake, TX or Merrimack, NH. The Role Our Application Systems Engineering Support Group within Enterprise Infrastructure combines Operations Perfection with the Development Experience to deliver services at high scale, high availability with resilience by using automation and Infrastructure Code. We build reliability into our ecosystem by applying standard processes in Resiliency Engineering, Automation and Observability. Team The team comes from diverse technical backgrounds, and the responsibilities provide the opportunity for a variety of challenges. Ideal candidates will have a background in either systems engineering or software engineering with a desire to learn and understand the other or previous experience as a systems engineer or SRE. We are looking for a Systems Thinking Leader who has helped teams scale through production insights, operational automation, developer mentorship, real-time metrics, and automation. The Expertise You Have <ul> <li>Bachelor’s degree or higher in a technology related field (e.g. Engineering, Computer Science, etc.) required, Master’s degree a plus </li><li>Proven experience with monitoring and management tools (Splunk, Datadog, Catchpoint, Grafana, AWX/Ansible, etc.) and building automation </li><li>Experience using CI/CD Tools (Jenkins, uDeploy) and the backend code implemented by it </li><li>Experience with building and operating highly resilient platforms in Azure/AWS Cloud environments </li><li>Experience in Cloud development (Azure or AWS) using Python, shell scripting, PowerShell etc. and cloud migration skills a plus </li><li>Hands-on experience with container orchestration, preferably with Kubernetes </li><li>Hands-on experience with Linux and windows operating systems. </li><li>Hands-on experience with container orchestration is a plus. </li><li>Hands-on experience with ITSM tools such as ServiceNow and ITSM process such as Incident, Change and Problem Management. </li></ul> The Skills You Bring <ul> <li>Experience managing systems using infrastructure as code tools (AWX/Ansible, Terraform, Rundeck …) </li><li>Proven understanding of Cloud Computing and DevOps concepts including CI/CD pipelines </li><li>Ability to automate in a programming language like Python, Shell Script or PowerShell </li><li>Experience with Hands-on Kubernetes skills and knowledge a plus. </li><li>Hands on experience with one or more observability tools (Datadog, Grafana, Prometheus etc…) </li><li>Proven experience in maintaining scalability and resiliency of complex environment. </li><li>Proficient communication skills with an ability to reach both technical and non-technical audiences </li><li>Quick learner with ability to pick up new tools </li><li>Ability to work with a variety of individuals and groups, both in person and virtually, in a constructive and collaborative manner and build and maintain effective relationships </li></ul> Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Fidelity TalentSource

Systems Engineer

<h3>Job Description:</h3>The RoleThe Global Data Services (GDS) team within Fidelity Fund and Investment Operations (FFIO) is a global, investment data management organization that specializes in the sourcing, analysis, integration, management and distribution of security, index, and portfolio data. GDS provides these data services for reference, evaluative, performance and analytical data in support of global investment decision making organizations. Data Management Operations (DMO), a division of GDS, specializes in managing, integrating and validating vendor and Fidelity-defined data associated with investment entities (securities, issues, brokers, funds, portfolios and index data).We are seeking a highly motivated and responsive team player who is able to multi-task and has excellent analytic skills. Our work is highly collaborative and involves close coordination and excellent communication with our clients, market data vendors and key business and technology partners across Fidelity.The Senior Investment Data Analyst will perform critical functions to support daily operations in support of Private Market reference data. Including investment entity set-up for the respective trading desks, perform detailed data analysis, identify and resolve data issues and manage a repository of private market documents. Quality, accuracy, and timeliness are critical to the success of this function.The Expertise and Skills You Bring <ul><li>Bachelor's degree in Business/Finance or related field</li><li>5-7 years’ experience working in an Operations, Business Analysis, and/or Data Analyst role</li><li>Financial Services Industry experience working with Private Market reference data preferred</li><li>Experience working with Bloomberg, Thomson Reuters, IDC, and industry ratings vendors preferred</li><li>Project Management experience such as Agile or Six Sigma concepts preferred</li><li>Strong understanding of operational metrics and analytics in relation to the business</li><li>Experience with content management systems (i.e. Sharepoint, DocuShare, Nuxeo, etc) preferred </li><li>Able to interact with vendors, clients and end users of the data</li><li>Exhibited skills in problem identification and resolution</li><li>Proven ability to multi-task, prioritize and meet deadlines</li><li>Solid oral and written communication and interpersonal skills</li><li>Good organizational and project management skills to navigate through high volume setting with tight deadlines </li><li>Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners</li><li>Familiar with alternative investments, including private equity, real estate, private credit, hedge funds and other non-traditional investments</li><li>Strong analytical skills to categorize information logically and define metadata </li><li>Perform detailed data analysis to support data management operations</li><li>Respond to business questions on the timeliness and quality of the data received and managed</li><li>Perform database queries to analyze and validate data</li><li>Troubleshoot production related issues and engage with our Technology and Business partners to resolve when needed</li><li>Participate in Operations projects/initiatives involving multiple business partners and provide subject matter expertise</li><li>Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions</li><li>Mentors and guides junior associates on analysis and operational activities</li><li>Participates in new product forums and works to stay apprised of industry news and market trends</li></ul>The Team We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. <h3>Certifications:</h3><h3>Category:</h3>Investment 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.

Fidelity Investments

Senior Investment Data Analyst

<h3>Job Description:</h3><h3>Principal Full Stack Engineer (Tech Lead)</h3>The Role Our teams build and contribute to Fidelity’s digital presence. As a Principal Full-stack developer engineer in the BDX team, you will be part of a diverse and collaborative team, laser-focused on delivering first-class solutions for our customers. You will work across a wide range of technologies, bringing deep technical experience across Angular, NodeJS, micro-services, and cloud. You will own entire features from concept to deployment working as part of our multi-functional teams. You'll have the opportunity to provide ideas to improve our products as well as develop your skills, learn new technologies and languages, and continue to learn. The Expertise We’re Looking For <ul><li>A passion for technology and can navigate your way across complex and rapidly changing landscapes by staying on top of the latest trends and thrive by sharing knowledge. </li></ul><ul><li>A creator, a doer, and a disruptor who will help us solve real-life problems and meet real customer needs. You’ll be helping us build things, taking an idea, and creating rapid prototypes that are shippable and learn from real-life feedback. </li></ul><ul><li>A self-starter, who actively challenges status-quo, is curious and not afraid to ask 'Why' and 'What if'? </li></ul><ul><li>Experienced with the tools of the trade including a variety of modern programming languages and frameworks </li></ul><ul><li>Up-to-date on Algorithms, Data Structures and Design Patterns and love the challenge of building highly scalable systems that can support thousands of transactions/sec. </li></ul><ul><li>Have an approach of test first development and are experienced in modern test frameworks. We believe that quality is everyone’s job. </li></ul><ul><li>Are data-driven and can measure, collect and use data to make decisions. We understand the value of intuition and the need to balance decisions accordingly. </li></ul><ul><li>Have great communication skills and technical expertise to drive and participate in meaningful discussions. </li></ul>The Skills You Bring <ul><li>Demonstrable experience with any major JavaScript framework (Angular, React etc.) </li><li>Demonstrable experience with REST API Design &amp; Development using Java or NodeJS </li></ul><ul><li>Proven experience working in a Cloud environment using AWS, Azure, Google etc. </li></ul><ul><li>Experience with Automation Tools/Frameworks (Junit, Cucumber, Mocha, Selenium etc.) </li></ul><ul><li>Proven experience with DevOps, CI/CD using tools like Jenkins, uDeploy, Cloud Formation etc. </li></ul><ul><li>Knowledge of architecture and design patterns to build scalable and resilient systems</li></ul><ul><li>Strong intellectual curiosity and willingness to explore new technology stacks </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-(Tech Lead, Angular, Nodejs)

<h3>Job Description:</h3><h3>Senior Executive Assistant</h3><h3>The Role</h3>This is an outstanding opportunity for an experienced administrative professional who has a passion to learn and pitch in wherever needed. This role requires both strong organizational and process skills related to your administrative duties, as well as creativity and resourcefulness related to solving problems in support of aligned leader and teams.<h3>The Expertise and Skills You Bring</h3><ul><li>A bachelor's degree is preferred, or secretarial certificate with related work experience.</li><li>3+ years of relevant experience preferably in a professional office environment.</li><li>Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity.</li><li>Ability to be proactive and communicate effectively with all levels of Fidelity.</li><li>Possess strong Microsoft Office software experience and have the aptitude to learn new technology quickly.</li><li>Experience with driving process improvements and demonstrate creativity in solving issues.</li><li>You have unrivaled attention to detail and consistent delivery of the highest quality of work.</li><li>Strong collaboration skills and enjoy working with a diverse and high performing team.</li><li>Assist assigned leaders with daily schedule, calendars, meetings, travel, and expenses.</li><li>Handling updates to organizational headcount charts, performance, scorecards, communication and other materials as needed.</li><li>Creating and updating Microsoft Office suite of documents (e.g. Word, Excel, PowerPoint, Visio etc.) as needed.</li><li>Communicating as liaison with other internal departments.</li><li>Coordinating meetings internally and externally, preparation of agenda, meeting facilities and distribution of materials.</li><li>Provide support for onsite visits and events in coordination with aligned teams.</li><li>Knowledge Librarian for internal user procedure documents.</li><li>Perform project related duties as needed.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>AdministrationMost 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 Executive Assistant

<h3>Job Description:</h3>The RoleAs Fidelity Investments' Director for Health and Welfare Growth Enablement, you will build and enhance our diverse benefits administration engagement and communication offerings. This pivotal role drives our Health and Welfare Benefit Administration business growth, being part of a team to implement go-to-market strategies and support clients in solution implementation.Key ResponsibilitiesGo To Market Responsibilities<ul><li>Guide product exploration through user research, competitive analysis, industry trends, customer and internal stakeholder input, and internal specialists to establish a vision and uphold a customer-centric product strategy.</li><li>Lead the development of coordinated go-to-market strategies, covering customer targeting and fit, packaging and pricing, and channel distribution options.</li><li>Collaborate with the marketing team to build compelling product positioning and messaging that effectively communicates value to target audiences.</li><li>Serve as the product area specialist, aiding all business collaborators throughout the enterprise, such as marketing, relationship management, sales, communication consultants, and workplace consulting.</li><li>Guarantee product preparedness and promote internal training throughout the organization, encompassing a cross-functional, organization-wide endorsed service structure, RFI/RFP materials and positioning, sales, and client team preparedness. Create and maintain centralized communications and collateral.</li><li>Collaborate with deployment team to ensure a seamless and bundled deployment approach, considering launch timeframes, opportunities for coordination with other products, and simplicity for the field.</li><li>Support sales, implementation and client facing teams to drive adoption and client happiness with the product.</li><li>Define and track measures of efficiency and key performance metrics, including adoption, use, engagement, efficiency, client retention, and happiness. Leverage data to drive continuous improvement.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required.</li><li>7+ years of experience in go-to-market planning, marketing and product positioning &amp; messaging, product development, and/or benefits communications consulting.</li><li>5+ years in the financial services or third-party benefit administration industry or employer servicing experience, with health-related benefits and administration being a plus.</li><li>Understand employer-provided benefits like medical, dental, vision, retirement, HSA/FSA, and voluntary benefits.</li><li>Comfortable navigating complex organizations and interacting with cross-functional teams spanning multiple business units.</li><li>Demonstrates strong strategic competence with a customer-centric viewpoint.</li><li>Clear communication skills, comfortable engaging with all levels of management, clients, and external audiences.</li><li>Ability to lead, influence, and motivate colleagues and peers without formal authority.</li><li>Intellectually curious and capable of modeling a culture of learning and mentoring.</li><li>Strategic and long-term problem solver without compromising speed for perfection.</li><li>Ability to prioritize multiple tasks, meet deadlines, and deliver business results.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Health focuses on offering products and services to assist customers with health care benefits.We are in need of candidates with various skills, unwavering curiosity, a proactive approach, and the dedication to bring new digital experiences to fruition.<h3>Certifications:</h3><h3>Category:</h3>Sales SupportMost 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.

Director, Health and Welfare Growth Enablement

<h3>Job Description:</h3>The FFIO Risk Team within the Fidelity Risk group 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 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 SupportOur team provides Business Unit Risk support within Fidelity Fund and Investment Operations (FFIO), including, Global Product Solutions, Consolidated Data Services, and Alternative Accounting groups.The Expertise You Have <ul><li>Bachelors’ Degree required</li><li>5+ years’ industry experience, including Audit or other Risk Management activities</li><li>Other applicable experience (e.g., data governance, accounting, mutual fund operations, etc.) helpful but not required</li><li>Demonstrated leadership or project management experience</li></ul>The Skills You Bring <ul><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </li><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, Tableau, Power BI); 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 prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</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></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>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>The candidate’s additional responsibilities in support of FFIO key initiatives that impact multiple business areas may include:<ul><li>Coordinating engagement lifecycle activities for key initiatives, assisting with weekly huddles across risk verticals, tracking initiative schedules, and maintaining initiative inventory to ensure readiness assessments identify key risks and impacted service lines before production</li><li>Driving consistent execution by maintaining engagement templates and tools, ensuring timeliness with workpapers, process diagrams, and risk &amp; control matrices to enable timely risk identification and escalations</li><li>Supporting risk leads in reporting and documentation, including readiness checklists, Archer logging, and providing updates to Risk SLT and vertical teams to maintain alignment and transparency</li></ul>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.<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.

Risk Manager

<h3>Job Description:</h3>The RoleMake a difference in client success as a strategic IPO Consultant, guiding companies through late-stage readiness and private-to-public transitions. As a Vice President, IPO Consultant within Stock Plan Services (SPS), you will lead high-impact engagements with late-stage private companies preparing to go public. You will combine deep equity compensation expertise with IPO advisory and transition service model design to shape strategy, educate clients, and coordinate Fidelity’s cross-functional support.The TeamYou will operate as a senior member of the SPS Plan Services Consulting team, partnering closely with Managing Directors/Client Managers, Client Service Managers, Implementation Managers, Operational Consultants, Communications, Fidelity Stock Transfer, Executive Services, Wealth &amp; Brokerage, and Fidelity Private Shares. You will be the face of Fidelity’s IPO readiness offering, driving strategic conversations and ensuring clients are set up for long-term success post-IPO.The Expertise and Skills You Bring<ul><li>15+ years of experience in equity compensation, IPO advisory, or relevant legal experience.</li><li>Series 7/63 licenses required (or obtained within first 120 days).</li><li>Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications.</li><li>Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing)</li><li>Bachelor’s degree required; CEP designation preferred.</li><li>Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management.</li><li>Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite.</li><li>Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth &amp; Brokerage, Communications, Implementation, and Fidelity Private Shares.</li><li>Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design.</li><li>Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities.</li><li>Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness.</li><li>Thought leadership to elevate Fidelity’s brand through webinars, whitepapers, and industry events.</li></ul>The Value You Deliver<ul><li>Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions.</li><li>Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution.</li><li>Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions.</li><li>Elevate Fidelity’s brand as IPO-proficient through thought leadership and market engagement.</li><li>Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable)</li><li>Support implementation teams during private-to-public transitions</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Business StrategyMost 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, IPO Consultant - Stock Plan Services

<h3>Job Description:</h3><h3>The Role</h3>Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions?As a Senior Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter, you will be a member of a Client Relationship Management (CRM) Solutions squad in the CRM Platform Product Area. Squads in this product area are responsible for delivering a robust and dynamic Salesforce.com experience for our client-facing associates, to enable them to meet our clients’ needs.To be successful, you must gain a deep understanding of our client and our associate experiences, and think strategically to enable an outstanding experience using the Salesforce cloud ecosystem. Understanding Salesforce capabilities is key to effectively handle asks for business needs. Day to day, you are working closely with a team of multi-functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) who deliver on specific business goals.In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and build strong working relationships across the organization. As a Senior Business Analyst, you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team.Note: Fidelity is not providing immigration sponsorship for this position.<h3>The Expertise and Skills You Bring</h3><ul><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.</li><li>Experience with workflow design, data analysis, data visualization, and impact analysis.</li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)</li><li>Define epics, user stories, acceptance criteria, facilitate story grooming/refinement sessions, and demo sprint deliverables.</li><li>Participate in or lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives.</li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases.</li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners.</li><li>Manage dependencies across teams and work on multiple projects simultaneously.</li><li>Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams.</li><li>5-7 years transferable experience.</li><li>Salesforce Administrator Certification and at least one of the following certifications Certified Business Analyst, Service Cloud Consultant, Sales Cloud Consultant are required within 24 months.</li><li>Bachelor’s degree preferred.</li></ul><h3>The Team</h3>WI Customer Solutions provides the WI Agile organization with business analysts and consultants. The Customer Solutions team is responsible for helping the business achieve results. Our role is to turn business objectives into useful plans and solutions that deliver outstanding customer value.<h3>Certifications:</h3><h3>Category:</h3>Product 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.

Senior Business Analyst, Customer Solutions - CRM Platform

Client Service Representative Quality Team Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX. The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. This role will support Service Delivery in its mission to improve processes, measure capability, and drive performance. The Expertise We’re Looking For <ul> <li>Bachelor’s degree or equivalent experience in a related field </li><li>1-2 years of work experience, including demonstrated success working in a fast-paced environment </li><li>Financial Services experience preferred </li><li>Experience within the quality field </li><li>Understanding of analytical tools for process improvement; Six Sigma and Lean </li></ul> The Purpose of Your Role In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring. The Skills You Bring Your ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently will enable Service Delivery to reduce risk and enhance the customer experience. Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands. Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions. Your attention to detail and inquisitive nature will be key in helping you problem solve. The Value You Deliver <ul> <li>Review transactions and work items to determine accuracy. Ability to code and concisely capture the details regarding the review to enable trending and further analysis. </li><li>Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan. </li><li>Perform testing of samples using the appropriate business rules to ensure completion and accuracy. </li><li>Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements. </li><li>Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities. </li><li>Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work. </li><li>Provide feedback as directed to assist with root cause identification. </li><li>Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points. </li><li>Share new insights or realized trends with analysts and peers. </li></ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Client Service Representative

The Role As a member of the Transfer of Assets Receives Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions. Within this role, you will interact with many different groups in Fidelity and throughout the Financial Services industry. These accounts may include mutual fund and brokerage accounts, as well as retirement and non-retirement accounts for Retail, Correspondent, and Advisor Clients. Responsibilities include: <ul> <li>Delivering highly efficient transaction processing </li><li>Establishing relationships with numerous teams within Fidelity in order to service our clients while supporting divisional business needs and maintaining a “client first” mentality </li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills </li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges </li><li>Maintaining a daily workflow, while gaining industry knowledge and building a professional skill set </li></ul> The Expertise and Skills You Bring <ul> <li>College degree or 2 years of work-related experience </li><li>One or more years customer service and processing experience recommended </li><li>Excellent interpersonal and leadership skills. </li><li>Deliver superior service to all of our clients by processing their requests in an accurate and timely manner </li><li>Analytical skills will ensure satisfactory problem resolution for our clients and deliver solutions to complex challenges. </li><li>Grow and succeed through feedback and instruction </li><li>Great organization and time management skills </li><li>Effective written and verbal communication will assist business partners and customers when requests are not in good order </li><li>Take the initiative to learn new functions and engage in inter-departmental training </li><li>Identify opportunities to develop new procedures on an on-going basis to enhance the documentation process </li><li>Use multiple systems to analyze transactions </li><li>Collaborate to develop an excellent work environment </li></ul> The Team Members of this group obtain an essential understanding of the financial services industry. These associates work in Fidelity’s Operations and Services Group (OSG), supporting our major lines of business including Personal Investing, Fidelity Institutional, and National Financial Services. You will work closely with contra firms, including bank and insurance companies and brokerage firms, to determine the statuses of incoming transfers. The team is the voice of the customer and is dedicated to facilitating and completing the transfers with the highest level of quality and excellence.

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