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<h3>Job Description:</h3>The RoleThe Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Senior Manager, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.Key responsibilities will include:<ul><li>Provide independent risk oversight and challenge to 1st line fraud and operational functions.</li><li>Coordinate fraud risk incident management, including assuring end-to-end risk remediation.</li><li>Develop overall policies related to fraud risk management.</li><li>Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.</li><li>Fraud risk advisory support in the development of new products, services, and key business projects.</li><li>Conduct risk assessments and control testing / validation.</li></ul>The Expertise and Skills You BringKey experience and expertise factors:<ul><li>Preferred is at least 7+ years of industry experience in roles such as Fraud Management, Operational Risk Management, or Business / Operational roles with a Fraud / Risk Management component at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies</li><li>Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.</li><li>Experiences in development of risk management policies, standards, and frameworks.</li><li>Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.</li><li>Project management skills preferred.</li><li>Excellent social skills including succinct written and verbal communication.</li><li>Ability to build and maintain collaborative working relationships with partner teams.</li></ul>The TeamThe Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $89,000-$150,000 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>Risk

Fidelity Investments

Sr. Manager, Fraud Risk Oversight

<h3>Job Description:</h3>VP, Head of Alternative and Impact InvestmentsThe RoleThe VP, Head of Alternative and Impact Investments will manage a team of investment experts that work on behalf of the charity and who are responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other alternative and non-traditional investments. This team will also work closely with external fund managers, general partners, and custodial staff to support the timely execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio. This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.In this role, you will define and communicate the direction and strategy of the alternative investments and impact investments capabilities. You will work across the organization to influence outcomes and gain alignment on initiatives. You will set standards of care, policies and guidelines that will drive the work of the team. You will provide managerial oversight of the team, including the establishment of controls and reporting. You and the team will support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers). You will work across the management teams to identify and implement opportunities to improve service quality and operating efficiency, optimize costs, and mitigate operational risk. You will serve as the main point of contact for organizational strategic and departmental initiatives and projects related to alternative investments and impact investments. You will work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment. You will cultivate a sense of partnership and collaboration, and support an inclusive and respectful work environment. Mentor and develop team members to their full potential. Adhere to Fidelity’s leadership principles.Your team will conduct due diligence reviews on proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines. They will provide transaction support and oversight through analyzing, onboarding and maintaining complex, non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation support, investment and operational due diligence reports, and documentation. They will collaborate with internal legal and tax teams as needed to support a transaction. They will provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.The Expertise and Skills You Bring<ul><li>15+ years’ experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust.</li><li>MBA or graduate degree in finance, economics, or related field</li><li>CFA and/or CAIA, or progress towards these certifications is preferred.</li><li>Demonstrated experience setting multi-year strategies for a functional team, working across an organization to gain trust and alignment with other senior leaders.</li><li>Strong intrapersonal skills, building and strengthening relationships, influencing without authority.</li><li>Proven experience leading a team of successful professionals and experts, including mentoring and career development.</li><li>Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments</li><li>Strong understanding of impact investments, including ESG, PRIs, and the landscape of impact-oriented solutions</li><li>Deep understanding of investment offering materials, including limited partnership agreements and subscription documents</li><li>Experience with investment and operational due diligence</li><li>Experience with investment policy statements</li><li>Strong analytical skills; excellent verbal and written communication skills</li><li>Experience with business cycle planning, budgeting, forecasting, resource planning</li><li>Experience identifying and maintaining sound internal controls and data quality environment.</li><li>Experience working with technology teams to drive business requirements for system enhancements</li><li>Superb work ethic, attention to detail, team orientation, and commitment to excellence</li><li>Strong interpersonal skills, and ability to form and maintain strong business relationships. Ability to influence without authority when needed.</li><li>Experience with Advent, Bloomberg and alternative investment third party services is a plus.</li></ul><h3>The Team</h3>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 the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<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.

VP, Head of Alternative and Impact Investments

<h3>Job Description:</h3>Chapter Lead- Director, Full Stack Software Engineering- Alternative InvestmentsThe RoleFFIO (Fidelity Fund and Investment Operations) is seeking a full stack engineering leader to drive the development and enhancement of products supporting Alternative Investments. This role is responsible for delivering high-quality technology solutions through close collaboration with architects, technologists, and business partners. As a technical leader, you will play a critical role in resolving complex challenges, ensuring timely and accurate product launches, and contributing to Fidelity’s strategic expansion in the Alternative Investment space. As a key member of the technology leadership team, you will help foster a high-performing engineering culture built on innovation, collaboration, and continuous improvement. You’ll champion an inclusive and energized environment, elevate leadership across all levels, and promote alignment with enterprise standards while empowering teams to operate autonomously. Your ability to bring fresh technological perspectives will be essential in solving business challenges that demand agility and scale. Through the implementation of innovative, industry-standard solutions and optimization of end-to-end delivery, you will directly support Fidelity’s mission to deliver impactful and efficient investment solutions.The Expertise and Skills You Bring<ul><li>15+ years of technical hands-on experience including Java API, web, and cloud technologies, with strong proficiency in Core Java, Spring, Servlets/JSP, JavaScript, jQuery, and Microservices architecture.</li><li>10+ years in Asset Management Technology, with exposure to Alternative Investments including Derivatives, Liquid Alts, and Private Equity.</li><li>Proven ability to lead technical teams, drive digital transformation, and enable agile, customer-focused delivery.</li><li>Deep understanding of API design and development, multithreading, Java design patterns, and performance tuning.</li><li>Hands-on experience with AWS and modern DevOps tools (Maven, Jenkins, GitHub, Jira).</li><li>Proven ability to lead architecture and product roadmaps for large-scale, complex systems.</li><li>Skilled in strategic consulting, cross-functional collaboration, and driving engineering standards and technology direction.</li><li>Experience working with distributed teams across time zones.</li><li>Ownership of technical delivery across assigned applications, including sprint planning, feature development, and release execution.</li><li>BS degree in Computer Science or Software Engineering or equivalent experience</li></ul>The TeamFidelity Fund &amp; Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products, preparing fund financial statements, dividend estimates and tax returns, monitoring delivery of fund trades to custodian banks, processing corporate actions, collecting securities income on behalf of the funds, reconciling, reporting and moving money in support of fund shareholder transactions, and managing fund liquidity.<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.

Chapter Lead- Director, Full Stack Software Engineering- Alternative Investments

<h3>Job Description:</h3>VP, Head of Complex AssetsThe RoleThe Complex Asset Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies.The VP, Head of Complex Assets will manage a cross-functional team that will oversee such contributed assets from initial inquiry, to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets.Serving at the intersection of wealth creation and philanthropy, you will help make more of a difference for business owners, private equity investors, and their professional legal, tax and financial advisors, who are increasingly seeking more strategic ways to use growth investments to improve their philanthropic impact.The Expertise and Skills You Bring <ul><li>J.D. required</li><li>B.A. or B.S degree required</li><li>LLM in Tax a plus</li><li>Five years of law firm or in-house experience preferred</li><li>Experience in mergers and acquisitions, taxation, tax exempt-organizations and private capital markets desired</li><li>Experience and high level of competence in the areas of due diligence and assessment of risk in connection with equity interests in private corporations, limited partnerships (such as private equity and hedge fund and other alternative investment vehicles) and limited liability companies</li><li>Curiosity about philanthropy and planned giving a plus</li><li>Experience managing a high-functioning team of experts</li><li>Strong people management skills, and ability to coach and develop the team</li><li>Strong analytical and detail-oriented aptitude</li><li>Strong oral and written communication skills</li><li>Dynamic and personable with a proven track record of taking the lead</li><li>A strong work ethic</li><li>A continual learner with desire to expand areas of expertise</li><li>Professional and positive demeanor.</li><li>Outstanding time-management skills and the ability to prioritize and respond to competing requests.</li><li>Ability to define and communicate clear direction and strategy for the team</li><li>Strong decision making skills</li><li>Strong risk manager</li></ul>The TeamFidelity 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 the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<h3>Certifications:</h3><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, Head of Complex Assets

<h3>Job Description:</h3>VP, Head of Investment OversightThe RoleIn this role you will manage the Investment Oversight Team, which helps ensure that the assets of Fidelity Charitable are invested in a prudent manner and in line with investment policies and guidelines. The team consists of three functional areas: 1) oversight of the investment portfolio holdings against established policies and guidelines, 2) execution and oversight of trading activity, and 3) investment data, reporting strategy, and investment decision support tools.This team also serves as subject matter experts and is the primary point of contact for internal cross-functional business partners, as well as external advisors and donors on topics related to investment program capabilities, guidelines, and policies. Additionally, the team is responsible for oversight of non-discretionary trading and the liquidation of certain securities contributions made by donors.In this role, you will define and communicate the direction and multi-year strategy of the oversight, trading and reporting teams. You will work across the organization to influence outcomes and gain alignment on initiatives. You will set standards of care, policies and guidelines that will drive the work of the team. You will provide managerial oversight of the team, including the establishment of controls and reporting. You and the team will support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers). You will work with management to identify and implement opportunities to improve service quality and operating efficiency, optimize costs, and mitigate operational risk. You will serve as the main point of contact for organizational strategic and departmental initiatives and projects related to investment oversight. You will work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment.You will build and strengthen relationships with internal and external stakeholders. You will cultivate a sense of partnership and collaboration. Support an inclusive and respectful work environment. Mentor and develop team members to their full potential. Adhere to Fidelity’s leadership principles.The Expertise and Skills You Bring<ul><li>15+ years’ experience in investment oversight, operations, and trading</li><li>MBA or graduate degree in finance, economics, or related field</li><li>CFA and/or CAIA, or progress towards these certifications is preferred.</li><li>Demonstrated experience setting multi-year strategies for a functional team, working across an organization to gain trust and alignment with other senior leaders.</li><li>Strong intrapersonal skills, building and strengthening relationships, influencing without authority.</li><li>Proven experience leading a team of successful professionals, including mentoring and career development.</li><li>Experience with compliance and risk management work.</li><li>Experience conducting analysis of portfolio asset allocation, performance, and attribution, in context of investment policy statements and guidelines.</li><li>Experience with capital markets, including institutional trading in various markets and venues, and analysis of trading metrics.</li><li>In-depth understanding of public equities, fixed income, international, and derivatives markets. Understanding of alternative investments and their role in a well-diversified portfolio.</li><li>Experience with the creation of investment reporting to senior leadership and/or boards.</li><li>Experience presenting detailed portfolio overviews to senior leadership, including market commentary, allocation decisions, attribution and performance.</li><li>Outstanding decision-making and problem resolution skills, including account remediation plans, and the ability to operate and collaborate with a high level of autonomy.</li><li>Demonstrated relationship building and influence capabilities.</li><li>Excellent written and oral communication skills.</li><li>Strong project-management skills; can think end-to-end about processes and workflows. Experience documenting and improving processes and procedures. Experience preparing and communicating strategic plans, project updates, and detailed metrics.</li><li>Experience with Advent APX and Morningstar Direct is a plus.</li></ul>The TeamFidelity 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 the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<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.

VP, Head of Investment Oversight

<h3>Job Description:</h3>The RoleWant a role that is essential in all phases of digital product management? Join the Brokerage Business Expertise &amp; Solution Team! As a Product Manager, you will integrate product knowledge, product strategy and experience in product management, providing leadership to bridge the gap between strategy and execution by aligning strategic goals with business value. Applying data-driven insights to identify strategic product enhancements, define clear requirements, deliver innovative solutions, and assess business outcomes for measurable impact. Eliciting and detailing the needs of customers, partners, LRC, and project objectives to ensure alignment and clarity throughout the development lifecycle. Crafting detailed product requirements that reflect end-user functionality, supported by cross-functional teamwork and visual artifacts. Implementing quality controls to ensure solutions meet defined requirements, function as intended, and are continuously improved. Supporting client and field readiness and providing deep expertise in digital product functionality.The Expertise and Skills You Bring<ul><li>8+ years of product manager experience delivering customer or associate focused digital solutions.</li><li>Proven ability to lead high priority initiatives from concept through execution across multiple cross-functional teams</li><li>Passionate about using data to address challenges, skilled in synthesizing insights into compelling narratives, vision statements, and data-informed decisions.</li><li>Extensive experience in root cause identification, process, journey and value stream mapping.</li><li>An affinity for technology, specifically APIs and technology platforms, and a dedication to staying current with industry innovations.</li><li>Experience in trading and/or research platforms with a focus on self-directed investors.</li><li>Experience in the specific areas of Self-Directed investing for youth / novice through advanced traders in experiences such as Trading, Monitoring, Research and Active Trader Next.</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The TeamWe are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share core product management and analytical abilities, as well as a set of differentiated skills which extends their ability to meet squad needs.We are aligned with the Brokerage Product Delivery Capability product area whose mission is to provide the easiest, simplest, and fastest digital experience to our clients and associates. We do this by focusing on the business capabilities and API-focused platforms that accelerate speed to resolution and leverage technological advances in the following areas:<ul><li>Trading &amp; Research</li><li>Money Movement</li><li>Customers and Accounts</li></ul><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.

Director, Product Management

<h3>Job Description:</h3>The RoleBring your passion for leading work across organizational lines, building new product capabilities for customers and helping improve a key Fidelity managed account product offering to the Batch processing squad in the Personalized Planning &amp; Advice for Workplace (PPA W) product area. We are looking for an established Senior Business Systems Analyst with experience in product development, business analysis and the ability to understand and thrive in a sophisticated business and systems environment. This role is pivotal in driving enhancements to our managed accounts offering, with a focus on batch systems and multi-functional collaboration across Fidelity’s Workplace Investing (WI) and Retail domains.You will work with your squad in an Agile framework to provide effective partnership through communication, business and system requirements definition, partner management, program management and the ability to collaborate across our Workplace and Retail business and technology teams in the broader planning &amp; advice ecosystem. Your work will directly impact the experience of plan sponsors and participants by enabling scalable, efficient, and customer-centric solutions.You will collaborate across WI, Wealth business teams, technology teams and Strategic Advisors (SAI) product and technology applying your expertise in Agile and a passion for learning and contributing to the latest platform capabilities.Note: Fidelity is not providing immigration sponsorship for this position.Key Responsibilities<ul><li>Lead analysis of business systems and batch processes to identify user needs and document requirements.</li><li>Translate business requirements into system specifications and recommend enhancements to batch functionality.</li><li>Collaborate with multi-functional teams.</li><li>Develop and maintain Agile artifacts including user stories, acceptance criteria, and product backlogs.</li><li>Facilitate planning, design, and problem-solving sessions across teams.</li><li>Build and implement test scenarios to validate solution effectiveness and business value.</li><li>Present findings and recommendations to all levels of management.</li><li>Drive continuous improvement in processes, policies, and procedures.</li><li>Support the rollout of a unified managed accounts offering by integrating investment capabilities and batch deployment strategies.</li></ul>Candidates must be a highly motivated self-starter with a sense of ownership, attention to detail and be an effective liaison between partners and your team. Attributes that lead to success in this role include curiosity, tenacity to follow up on details to gain a complete understanding of problem, highly collaborative approach to work, a high level of engagement and ownership of outcomes.Expertise and Skills You Have<ul><li>6+ years of experience in business and systems analysis, including Agile methodologies, data analysis, batch application development, data mapping, flowcharts, set-up / configuration of systems, user acceptance testing, and product documentation.</li><li>Demonstrate an ability to lead complex analysis and translate highly technical and non-technical requirements.</li><li>Solid focus on innovation and continuous improvement.</li><li>Experience with database queries and general data architecture.</li><li>Familiarity with RESTful services and UML sequencing.</li><li>Bachelor’s degree or equivalent experience encouraged.</li><li>Superb communication skills – written, verbal, and presentation.</li><li>Strong analytical and problem-solving skills.</li><li>Demonstrated ability to influence and collaborate across organizational boundaries.</li><li>Synthesizing sophisticated data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way.</li><li>Think strategically – understand customer, business partner needs and prior lessons to advise strategy direction and ongoing decision making.</li><li>Good business judgment – understands and focuses efforts on key business priorities, thinks holistically, uses business partners and focuses on return on investment.</li></ul>The TeamWI Customer Solutions provides the WI Agile organization with business analysts. 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.The PP&amp;A Batch Squad is aligned to the PPAW Managed Solutions Foundation and Capabilities group responsible for large and systemic processing and review of participants eligible for and enrolled in Fidelity’s workplace managed account products. The squad systematically processes over 4 million interactions and facilitates the delivery of over 6 million pieces of participant communications annually.Personalized Planning &amp; Advice at Work (PP&amp;A) is the 3rd largest and fastest-growing workplace managed account offering in the industry and is a key product area in the Workplace Investing growth strategy.<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 Systems Analyst, Customer Solutions

<h3>Job Description:</h3>Fidelity Fund and Investment Operations – PRINCIPAL BUSINESS ANALYST The RoleAs a member of the team, the Principal Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization. Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective data solutions. We work with business practitioners such as Portfolio Managers, Senior Management, and Attribution Analysts in defining analytical approaches to solving business requests. Finally, we support our Agile team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users. The Expertise and Skills You Bring<ul><li>A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems</li><li>A minimum of five years of related experience; Financial Services experience preferred</li><li>Proficiency in investment instruments, financial markets, performance measurement methodologies preferred</li><li>A self-starter and excellent team member who is independent, collaborative, and can work with minimum supervision</li><li>Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Affinity for data; where to get it, how to use it, what it means</li><li>Ability to translate business requirements into well-defined key performance indicators</li><li>A highly curious and motivated learner with strong problem-solving skills</li><li>Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others</li><li>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>Ability to navigate through ambiguous circumstances and demonstrate flexibility and adaptability to keep pace, make progress and bring others along</li><li>A growth mentality with a passion for continuous learning and development</li><li>Able to understand the technology and software architecture of an application</li><li>Excellent planning, organizational, and time management skills</li><li>Strong Microsoft Office skills especially in Excel, Word, PowerPoint and Visio</li><li>Proven ability to work in an Agile environment is preferred </li></ul>The TeamThe Business Unit: Fidelity Fund and Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity. The Chapter: The Principal Analyst will belong to our Business Analysis Chapter. We are insatiably curious analysts who, together with our squads, apply our unique business and technical subject matter expertise to build and deploy financial technology for evolving customer needs. As a team, we solve business problems by having a steadfast commitment to developing our people.<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.

Principal Business Analyst

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

Financial Consultant- Franklin, TN

<h3>Job Description:</h3>Principal Full Stack Engineer- Alternative InvestmentsThe RoleThe Fidelity Fund and Investment Operations (FFIO) technology team is looking for a Principal Full Stack Engineer to collaborate and deliver the top quality scalable systems solutions. You will serve as a Technical Lead working closely with the Tech Lead, Product Owners, and Architects to define and implement technical strategies and design solutions.You will be responsible for designing and building high-quality solutions that align with the technology blueprint and standard development processes. This includes collaborating closely with architects to solve complex business challenges and contributing significantly to design strategies and development efforts to ensure quality outcomes. Leveraging your business knowledge, you will translate divisional initiatives into effective software solutions by developing sophisticated or multi-component applications and evaluating alternative approaches. Additionally, you will analyze and recommend improvements to development policies, procedures, standards, and strategies, providing valuable insights to both technical experts and management.The Expertise and Skills You Bring<ul><li>Over 10 years of experience including the development of Java-based and messaging-driven applications, with expertise in Spring, Spring Boot, API design, and multi-layered Java/J2EE architectures</li><li>Experience in the financial services industry, preferably in the Asset Management Technology experience with exposure to Alternative Investing in areas like Derivatives, Liquid Alts and Private Equity</li><li>Proven ability to provide technical leadership and mentor junior team members</li><li>Hands-on experience with cloud platforms and container technologies including AWS, Azure, Docker, and Kubernetes</li><li>Skilled in CI/CD tools and practices such as GitHub, Jenkins, uDeploy, and Stash</li><li>Strong understanding of relational databases, SQL, and ORM frameworks like JPA and Hibernate</li><li>Proficient in designing and implementing REST APIs and microservices</li><li>Experienced in database schema design, PL/SQL, stored procedures, and transactional SQL in DB2/Oracle</li><li>Deep knowledge of Git and branching strategies</li><li>Adept at resolving complex technical roadblocks across multiple technologies</li><li>Committed to code quality through effective code reviews, unit testing, and integration testing</li><li>Experienced in coordinating technical deliverables across internal and external teams</li><li>Contributor to process improvement initiatives to enhance team velocity</li><li>Highly productive in agile project delivery environments</li><li>Collaborative with DevOps teams to implement CI/CD pipelines, analyze code quality with Sonar, and manage resiliency and service processes using HP Operations Orchestration, HP Service Manager, and ServiceNow</li><li>Experience in project and people management is a strong plus.</li><li>BS degree in Computer Science or Software Engineering or equivalent experience</li></ul>The TeamFidelity Fund &amp; Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products, preparing fund financial statements, dividend estimates and tax returns, monitoring delivery of fund trades to custodian banks, processing corporate actions, collecting securities income on behalf of the funds, reconciling, reporting and moving money in support of fund shareholder transactions, and managing fund liquidity.<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.

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