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Associate Systems Analyst Do you want to work for a fast paced, production support environment where people make the difference? Do you thrive on providing exceptional client service? Join us as an Associate Systems Analyst where you will provide premier technical support for client facing Outside Sales force. The Expertise We’re Looking For <ul> <li>Associate degree, technical certification, or equivalent work experience is preferred</li> <li>1+ Years’ experience in a Help Desk Support role is a plus</li> <li>Experience supporting Microsoft Windows 10 &amp; Office O365</li> <li>Experience in Salesforce is a plus</li> <li>Outstanding customer service and interpersonal skills</li> <li>Excellent written and verbal communication skills</li> <li>Experience supporting remote workers in a corporate environment</li> <li>Salesforce experience is a plus</li> </ul> The hourly pay rate range for this position is between $45-$55 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. The Value You Deliver The Associate Systems Analyst will work directly with our internal customers, business partners, cross company technologists and analysts. In this role, we place a high value on serving our customers, who are client facing associates and in direct support of accomplishing our business objectives. In addition to technical expertise, we expect a high attention to detail, outstanding customer service, and the ability to build a rapport with the customer. Analysts are expected to be contributors to a positive workplace environment and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. Company Overview At Fidelity, we are passionate about 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com(opens in a new tab)</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity TalentSource

Associate Systems Analyst

<h3>Job Description:</h3>The User Experience Content (UXC) team contributes to Fidelity.com, NetBenefits.com, and our mobile apps that help people manage their investments, take advantage of their benefits, and plan for tomorrow. These are among the most heavily trafficked financial services websites and mobile applications in the world. This team’s strength is its ability to view the experience holistically and connect customers’ unique needs with the right Fidelity products, services, and resources to meet them.As a Principal in UX Content Strategy in Wealth, you’ll play a key role in shaping the type of help, guidance, and advice people receive at different service levels—whether they are self-directed or advised or a little of both—at all the touchpoints of their journey. You’ll translate sometimes sophisticated financial topics and strategies into clear, effective digital content that our customers can understand and that can help guide their conversations with advisors.You’ll work with marketing and product teams in a variety of ways: <ul><li>Craft marketing copy for product experiences and campaign landing zones.</li><li>Integrate thought leadership and education for contextual learning across primary journeys as well as develop tools that educate by doing.</li><li>Develop messaging based on audience segmentation and personalized data that drives new relationships and deepens existing ones.</li><li>Create sales tools with and for advisors that can be used to explain our products and services and the value they provide. </li><li>Propose UX solutions that make it clear what information we need from people and how we’d manage their money. </li><li>Drive content strategies that focus on business-critical objectives while ensuring the customer is at the center of everything we do.</li></ul>You’re passionate about language, a natural collaborator, and thrive in partnership with multi-faceted teams—marketing, experience designers, developers, legal and compliance officers, advisors, and investment management teams. You’re generally comfortable with advanced financial themes and can explain things like tax-loss harvesting, asset allocation, estate planning, and income protection, in ways that enhance comprehension and decision making. And you’ll help guide projects from concept to completion, using data and analytics to test, iterate, and continuously improve content.<h3>The expertise and skills you bring</h3><ul><li>5–7+ years of professional writing experience in UX writing, copywriting, or technical writing. Experience in financial services is essential, as is a strong portfolio that demonstrates your familiarity with the subject matter.</li><li>A versatile writer who can tailor messaging for diverse audiences with varying levels of understanding.</li><li>A dynamic individual contributor with experience driving projects with teams of 5 or more creatives.</li><li>A clear communicator who can confidently articulate and advocate for a point of view, while finding common ground with product leadership and legal partners when necessary.</li><li>A strategic problem solver who can zoom out to see the big picture, then translate it into cohesive content blocks that can fit all the details.</li><li>A curious collaborator who asks the right questions and works effectively with many different players and points of view.</li><li>Experience crafting personalized content and applying best-in-class UX across mobile and web platforms, not just articles.</li><li>A track record of delivering successful business results, balancing multiple priorities, and building trust with partners who rely on our expertise, fast.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>MarketingMost 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

Principal, User Experience Content Strategist

<h3>Job Description:</h3>The RoleDo you thrive on keeping things organized and making processes run like clockwork? Are you passionate about the power of phenomenal content in building brand credibility and engaging clients and prospects? In this role, you’ll be the backbone of our editorial operations, ensuring that our content libraries stay fresh, relevant, and impactful. You’ll partner not only within our editorial team but also across the broader marketing organization -- including digital, compliance, creative, and segment marketing teams -- to build and refine processes for content maintenance, performance tracking, and content updates. This collaboration will give you a direct hand in informing our editorial strategy and ensuring alignment across channels. If you’re passionate about working at the intersection of content excellence and data-driven insights, we’d love to hear from you! The Expertise and Skills You Bring We’re looking for a creative and analytical Editorial Operations and Marketing Manager to build and formalize how our content is managed throughout its lifecycle. This role is ideal for someone who enjoys putting structure around creative processes and is eager to learn and grow within a collaborative team of content creators and marketers. We’re excited to bring someone on who has:<ul><li>Minimum of 5 years working in publishing, content marketing, or general marketing and communications (internships included).</li><li>Strong analytical skills and experience developing dashboards and monitoring performance metrics, turning data into actionable insights that influence content strategy.</li><li>Familiarity with content management systems and performance tracking tools</li><li>Excellent written and verbal communication skills, including comfort collaborating with peers and senior team members.</li><li>Strong project management skills and ability to manage multiple projects with varied complexities simultaneously.</li><li>A passion for process improvement and proactively asking questions to provide the best solution.</li><li>Curiosity and an interest in learning about the Wealth Management industry. Financial services industry experience a plus, but not required.</li><li>Bachelor’s or Master’s degree in Marketing, Communications, Journalism, or related field (or equivalent experience)</li></ul> The TeamThe Wealth Management Editorial team is part of the Fidelity Institutional and Asset Management Marketing organization. Our dynamic and collaborative team is passionate about raising the voice of Fidelity in the marketplace and helping wealth management firms grow. We develop and deliver compelling points of view that provoke conversation, drive action, and ultimately help wealth management leaders and their teams navigate industry change. We partner with various groups across Fidelity Institutional and the larger Fidelity enterprise to ensure we bring the best to our customers every single day.<h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The base salary range for this position is $74,000-141,000 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>Marketing

Manager, Wealth Management Editorial

<h3>Job Description:</h3><h3>The Role</h3>Fidelity Executive Services is looking for a Director to join the Strategy &amp; Offering Team as they embark on a multi-year expansion of the Executive Services program. This role provides a great opportunity to work across multiple initiatives and workstreams towards this expansion, including the evolution of the service model and offering, it’s positioning at Fidelity and in the marketplace, and how we go to market. The Director role is ideal for someone with a product management or strategy background, with experience across both workplace and our retail businesses. Primary duties of the position include:<ul><li>Using data and insights to find opportunities, measure performance, and iterate on features to meet Executive Services program, sponsor, and participant needs</li><li>Leading multiple priorities and initiatives in partnership with Executive Services Product Area and Distribution Teams</li><li>Establishing goals and communicating progress/status to ES leadership and key partners at various levels</li><li>Highlighting risks, dependencies, and managing progression against determined milestones</li><li>Representing Executive Services and seeking opportunities to partner with other business units and business partners to leverage and scale solutions and ensure alignment and integration of deliverables across domains</li><li>Identifying and implementing process improvements to enhance program efficiency, engagement, and overall initiative outcomes</li></ul><h3>The Experience and Skills You Bring</h3><ul><li>Bachelor’s degree required; 10-12 + years of financial services experience with a focus on strategy / product management</li><li>Deep understanding of the Workplace, Wealth and Brokerage businesses</li><li>Outstanding prioritization skills and the ability to navigate multiple highly matrixed organizations</li><li>Ability to think and operate both strategically and tactically</li><li>Superb relationship-building skills</li><li>Analytical and problem-solving skills</li><li>Possesses a startup mentality with comfort navigating ambiguity and shifting priorities. You have experience in environments where speed, adaptability, and innovation are critical to success.</li><li>Leadership skills demonstrating the ability to lead cross-functional teams and influence without authority.</li><li>Thrives in a collaborative environment and can communicate effectively with both technical and non-technical teams.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>Executive Services is an incredibly successful P/W program with a track record of well over a decade of creating lifetime relationships with Workplace Executives. The Executive Services Product Area is uniquely constructed and positioned to provide Executive Services Distribution with a steady, increasing number of qualified, engaged executives through an efficient program. Our job is to define the direction and opportunity of the program, create operational maturity, increase engagement across both Plan Sponsors and Participants, and to deliver both Participants and capabilities to our Distribution partners for the program’s continued growth and successThe 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, Executive Services Strategy & Offering Team

<h3>Job Description:</h3>Director, Debit Card Fraud RiskFraud Risk &amp; ControlJob DescriptionThe Fraud Risk and Control’s (FRC) Debit Card Team is responsible for ensuring that the Fraud Program for Fidelity’s Debit Card portfolios are effectively protecting customers and Fidelity from the risk of fraud while delivering a remarkable customer experience. As a Director in the Debit Card Fraud Team, you will be responsible to support the design and oversight of the Debit Card Fraud Management Program as well as to support Debit Card related strategic initiatives with fraud control subject matter expertise. You will deliver value to the team by providing analytical insights, fraud control and debit card subject matter expertise as well as participating in the daily operation of the team to prevent and detect fraud and mitigate its impact. Specifically, you will:<ul><li>Design dashboards, reports and Key Performance Indicators and monitor that fraud losses, customer experience and costs are within the company’s expectations.</li><li>Use data to generate insights, interpret trends and support root cause analysis.</li><li>Support strategic changes and initiatives by designing and specifying fraud controls and ensure their effective implementation.</li><li>Develop policies and procedures, conduct reviews to manage and mitigate fraud.</li><li>Liaise and collaborate with key partner teams to ensure effective fraud controls are in place for the existing Debit Card Portfolios and for new strategic initiatives.</li><li>Influence the broader strategic decisions of the Debit Card Product Team by providing fraud control insights and communicate the priorities of the FRC team.</li><li>Collaborate with partner teams to respond to fraud events, mitigate risk and customer impact.</li></ul>The Expertise We’re Looking For<ul><li>Batchelor degree in economics, finance, data or computer science or similar technical fields,</li><li>10+ years of work experience in finance and fraud or related fields</li><li>Proven experience in fraud management for payment cards in financial services industry</li><li>Familiarity with current trends and risks in the Payment Card Industry and debit cards specifically</li><li>Hands on experience in generating analytical insights from large scale data using python and SQL or similar programming languages</li><li>Experience in project management and problem solving in complex environment.</li><li>Familiarity with process mapping, control design and fraud investigations</li><li>Excellent communication skills and ability to collaborate with a diverse set of key stakeholders</li></ul>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>Information Technology

Director, Debit Card Fraud Risk

<h3>Job Description:</h3><h3>The Team </h3>As a member of the HR Vendor Management team, you will be responsible for independently driving vendor risk initiatives supporting Enterprise HR. This role will have a strategic focus with vendor risk, compliance, analytics and other HR Vendor Management related initiatives for the HR vendor portfolio. You will collaborate with our HR Vendor Managers, HR Business partners, CST, HR Risk, VROCOE, ISO, ECS, and other key partners to support goals and initiatives, while partnering with Vendor Managers to hold our external vendors accountable through Risk oversight. By accomplishing the above, you will improve risk-based decision making for our portfolio of supported vendors and improve the strategic role of our centralized team.<h3>The Expertise You Have: </h3><ul><li>Bachelor’s degree required or equivalent (and relevant) experience.</li><li>5-7 years of proven experience in Vendor Management, Compliance, or Risk related role.</li><li>Extensive Fidelity expertise and proven experience interacting with all levels of the organization.</li></ul><h3>The Skills You Bring: </h3><ul><li>You are an excellent communicator and have strong facilitation, influencing skills and negotiating skills, with strong executive presence.</li><li>You have the ability to independently drive and lead sophisticated vendor initiatives with minimal oversight.</li><li>You are organized and can lead multiple projects or activities simultaneously and deliver results in an accurate and timely manner.</li><li>You have an ability to develop and improve partnerships with peers, leaders, vendors and other partners.</li><li>You have a strong background and/or experience in HR, Vendor Management, Compliance, or Risk processes.</li><li>You are eager to be a part of a growing team with a strong focus on establishing processes, guidelines and standards across a dynamic organization.</li><li>Willing to promote vendor management standards as well as assisting with compliance / risk process documentation, analytics, business process improvements, and technical enhancements.</li><li>Provide mentorship to junior team members with a focus on training &amp; development in the risk and compliance areas.</li></ul><h3>The Value You Deliver: </h3><ul><li>Coordinate, monitor, and ensure timely compliance of all aspects of Vendor Risk related activities and initiatives for the HR vendor portfolio. Examples include BCP, SOC Reviews, VTR Program, AI, Architecture, Vulnerabilities &amp; High-Risk areas</li><li>Leverage data-driven approach into the proactive management and oversight of HR vendor portfolio.</li><li>Provide strategic oversight of reporting &amp; analytical needs across team.</li><li>Maintain deep knowledge of the relationship’s overall risk profile and contribute to the resolution of risk-related events.</li><li>Provide oversight and team accountability for the Enterprise Vendor Management policy.</li><li>Provides analysis and make recommendations for problem resolution of moderate to complex problems/issues.</li><li>Support production of recurring dashboards and/or scorecards for Vendor Managers.</li></ul><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.

HR Vendor Risk Manager

<h3>Job Description:</h3>Reporting directly to the Head of Sales Optimization, Acceleration, and Retention. Ongoing Associate and Plan Sponsor Servicing provides hands-on product leadership with planning, roadmap development, cross functional collaboration, sales delivery, deployment and performance tracking.You will work closely with Account Executives, Managing Directors and Partners to win Health and Welfare clients. This position leads a team of Solution Architects and Product &amp; Service Consultants who play a critical role in the sales delivery and support process for Workplace Investing Healthcare business.The Expertise We’re Looking For<ul><li>Health &amp; Welfare outsourcing services expertise required.</li><li>Bachelor’s Degree, minimum; master’s degree or MBA preferred.</li><li>Experience engaging with senior internal and external clients and partners</li><li>Experience delivering strong results while working in cross-organizational, highly matrixed environments.</li><li>Minimum of 10 years of experience in the healthcare product/industry experience.</li><li>A minimum of 7 years managing a team.</li><li>Experience in Workplace Investing with a solid understanding of operations and service delivery model</li><li>Series 7, 63, and 24 required (can be obtained in the role)</li></ul>The Purpose of Your RoleGuide our team in the delivery of high-quality support in pursuit of new clients. Own the day-to-day leadership of work assignment and serve as a point of escalation with our sales, product and other business partners. Lead team in group initiatives to drive innovation through process re-engineering and automation. Work with leadership team to set strategic direction and key priorities for this team and the Sales Ops group. Gain feedback from internal and external clients and ensure it is infused into how we work.The Skills You Bring<ul><li>Extensive management and health plan administration experience.</li><li>Strong knowledge of Fidelity’s products and services, management processes and overall Fidelity network a plus.</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal executives.</li><li>Proven capability to deliver to tight timeframes and be successful in fast moving environments.</li><li>Outstanding oral and written presentation skills.</li><li>Strong communication and facilitation skills.</li><li>Outstanding meeting management skills.</li><li>Project management.</li><li>Strong organizational skills.</li><li>Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning.</li></ul>The Value You Deliver<ul><li>Managing day to day activities for associates – including deal assignments and balancing requests to support WI Healthcare sales goals.</li><li>Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning.</li><li>Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process.</li><li>Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible.</li><li>Assisting team in managing RFP responses and overall deal quality through entire sales cycle</li><li>Managing group initiatives to support key business goals.</li><li>Providing input to the sales strategy.</li></ul>How Your Work Impacts the OrganizationThe Sales Delivery leadership role plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, superior participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<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.

Vice President, Head of Healthcare Sales Delivery

Transaction Processor Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor in Westlake, TX and Smithfield, RI! Do you want to work for a fast paced, growing organization where people make the difference? Do you flourish with providing exceptional client service? Join us as a Transaction Processor where you will assist in servicing and processing transactions for our Custody clients. The expertise we’re looking for <ul> <li> 1 year of financial or customer services experience or equivalent work experience </li><li> Consistent record in high volume, high paced data centric processing environment </li><li> Customer oriented </li><li> High school diploma </li></ul> The purpose of your role The Transaction Service Representative (TSR) will work in a centralized Operations team, which consists of Money Movement, TOA, and New Account/Maintenance associates. Associate will work on all operational requests submitted from Fidelity Custody Advisors and Service Teams, ranging from fundamental/simple transactions to specialty/complex transactions. The TSR will be expected to master the fundamental processing queues and will be responsible for the accurate and timely processing of the transaction requests, ultimately providing a positive overall operational experience for those clients. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to partnership and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. Representatives are expected to consistently track and maintain performance metrics related to productivity and quality. The skills you bring <ul> <li> Your ability to work well on teams and in fast-paced, cross-collaborative environments. </li><li> You think analytically and deliver solutions to complex challenges. </li><li> You take pride in your work and have a detail-oriented mindset. </li><li> Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. </li><li> You have intermediate to advanced knowledge of Microsoft Office applications. </li></ul> The value you deliver <ul> <li> Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. </li><li> Driving high satisfaction, quality and efficiency for both the client and Fidelity. </li><li> Delivering superior results quickly and efficiently, using effective time management skills. </li><li> Driving innovation through curiosity and comprehensive understanding of business processes and challenges. </li><li> Bringing energy and excitement to your role every day. </li></ul> How your work impacts the organization The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing &amp; Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support. Please see the below pay rate for the work location of Rhode Island only: $22.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. 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. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At 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 championing 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. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Transaction Processor

<h3>Job Description:</h3>The RoleThe Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.The Manager, Implementation Project Management will do the following:<ul><li>Onboarding of new Fidelity Registered Investment Advisors and/or Broker Dealers</li><li>Supporting existing advisors and firms who are converting onto the platform.</li><li>Leading small to mid-level Implementation Projects as well as acting in a support capacity for larger conversion events</li></ul>The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) and Broker Dealers onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Manager, Implementation Project Management will be required to handle small to mid-level deals with and assist on larger, more sophisticated clients.The Expertise You Have<ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience.</li><li>3 – 5 years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul>The Skills You Bring<ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% of time</li></ul>The Value You Deliver<ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead small to mid-level projects, with varying degrees of complexity. Provide peer onsite support as business needs arise.</li></ul>The TeamFidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.Note: This role does not support sponsorship.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Manager / Sr. Manager, Implementation Project Manager - Institutional Wealth Management Services CE

<h3>Job Description:</h3>We are currently recruiting for multiple positions at the Senior User Experience Designer level.The RoleFidelity Investments is looking for a Senior User Experience Designer specializing in Mobile who is passionate about creating intuitive, mobile-first experiences that make investing simple and accessible for everyone. In this role, you’ll design for native mobile platforms, leveraging their unique capabilities to deliver seamless, responsive, and delightful interactions.We are redefining the financial services industry by changing the way we work and putting the customer first. It’s a fast-paced environment where decisions are data-focused, collaborative, and iterative. The organization deeply values design.Senior UX Designers typically:· Lead the design strategy and execution on their product team, with some guidance and coaching· Help define the design work and deliver business outcomes on the product team· Consult with the product owner to help inform product strategy· Contribute to the culture of the UXD groupThe Expertise and Skills You Bring· 4+ years of UX or related experience is preferred· A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred· Experience working on agile teams delivering value in digital products preferred· Experience running and/or using research to support evidence-focused design decisions preferred· A digital portfolio we can review online is required· An array of design skills, which might include visual, conversational, information architecture, prototyping, strategic design methods (such as design thinking), user research, or writing· Expert knowledge of iOS and Material design guidelines and interactions· Develop and refine interaction patterns, navigation flows, and micro-interactions that enhance user engagement.· Apply best practices for iOS and Android design guidelines, responsive layouts, and touch-based interactions, with an eye for consistency and driving design system adoption.· Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives· A foundation of development knowledge, both web and mobile· Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better· Partnering with user research to understand the customer problems to tackle· Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions· An unwavering curiosity to ask why· Design brings you happinessNote: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role supports Fidelity Brokerage, a group that helps a wide array of customers with services like wealth management, retirement planning, brokerage services, workplace plan administration, college savings, and financial planning and engagement programs. This role also supports Fidelity’s User Experience Design team, a group that delivers simple and accessible digital experiences to its customers.#UXDesign#UXhiring<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.

92 Jobs in East Greenwich, RI 02818, USA