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<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Relationship Manager - Sugar Land, TX

<h3>Job Description:</h3><h3>The Role</h3>The Learning Solution Product Manager manages the maintenance, health, and when appropriate, re-design of identified, marquee, evergreen program solutions for the FI and FBOT Learning Team. The Learning Solution Product Manager owns the health and maintenance of solution lifecycle management including continuous, periodic evaluation and analysis of identified learning program solutions. Evaluation and analysis must be holistic and integrated, accounting for all elements of the learning solutions from end-to-end. Following analysis, learning solution programs are re-designed, revised, and improved.<h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s Degree with 8+ years of experience in end-to-end learning solution design, distribution, and management (or Master’s degree with 6+ years of experience)</li><li>Demonstrated expertise in modern learning measurement theory, approaches, and strategies</li><li>8+ years’ experience consulting and conducting business needs analysis and developing and aligning learning solutions to strategic business needs</li><li>Experience leading the planning, development, deployment, and maintenance of learning solutions end-to-end throughout project lifecycle.</li><li>Experience collaborating with and managing multiple, cross-functional stakeholders in a large matrix organization.</li><li>Ability to act as strategic thought partner to senior leaders and peers.</li><li>Ability to influence and lead without positional authority</li><li>Ability to communicate project progress and outcomes to stakeholders, make decisions, manage risk, and summarize critical, complex information to a variety of audiences.</li><li>Ability to gather, summarize and present data to inform proposals and decisions.</li></ul>The work you deliver will be aligned as follows:Learning Solution Strategic Analysis and Revision – End-to-End Consulting, Design, Development, and Implementation Consulting and Analysis<ul><li>Partners with leaders to develop and maintain strategic partnerships with stakeholders including executive sponsors, HR business partners, and learning colleagues to develop and implement complex, end-to-end learning solution program strategies.</li><li>Consults with stakeholders to define audience and desired business outcomes and impacts of learning solutions</li><li>Develops learning solution program objectives aligned to business objectives.</li><li>Develops learning objectives aligned to meet program and business objectives.</li><li>Analyze existing learning solutions using modern adult learning theory/principles, existing program data and analytics, and evolving/emerging business unit needs.</li></ul>Design/Develop<ul><li>Owns and leads end-to-end design of complex learning solutions including content development, learning experience and reinforcement, solution distribution, data analytics and visualization.</li><li>Collaborates with learning team and other resources to create solution design.</li></ul><ul><li>Leads and/or owns the development of end-to-end learning solutions in alignment with analysis, design, and implementation.</li></ul>Implement<ul><li>Makes strategic recommendations that balance impacts to learners/learning experience and learning team (resource impacts, operational overhead, etc.)</li><li>Makes strategic recommendations for program development, impact, sustainment and/or transition, and sunsetting</li></ul><ul><li>Partners to create and manage learning solution distribution approach that aligns with business objectives and desired learning experience.</li><li>Ensures implementation strategy enables the gathering of learning analytics to support the learning measurement approach.</li></ul>Learning Solutions Lifecycle Planning and Management <ul><li>Recommends periodic review process and establishes review cadence for identified learning solution products; leads review and analysis of learning solution products on identified cadence.</li><li>Recognizes off-cycle review triggers (organizational changes, leader changes, etc.) and makes strategic recommendations for content update and re-design to meet evolving needs.</li><li>Leads and strategically manages the prioritization of learning solution delivery components; makes strategic prioritization recommendations for learning solution product support against larger FI and FBOT Learning team portfolio.</li><li>Manages project and product delivery timelines, identifies risk, creates and manages program/project documentation.</li><li>Represents solution plans and design to a variety of stakeholders.</li><li>Provides routine status updates to leaders and stakeholders; leads the delivery of periodic activity and impact report-outs to learning leaders, business partners, HR partners and so on, tailoring message to intended audience.</li></ul>Learning Solution Impact Measurement and Insights <ul><li>Applies adult learning principles and theories to analyze, design, and deliver impactful learning solutions.</li><li>Clearly articulates learning solution alignment to business needs. Define business needs and outcomes; align learning solutions analytics and insights to demonstrate learning solution program value</li></ul><h3>The Team </h3>The FI and FBOT Learning Team sits in the FI and FBOT HR organization and is part of the broader Learning Function at Fidelity. You will join a team with a vision to ignite a passion for continuous learning through interactive, memorable, and innovative experiences that develop confident and engaged associates who power the future of Fidelity. We are committed to being a talent incubator and destination. We value community and enjoy a fun and innovative culture.The base salary range for this position is $79,000-$128,000 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>Training

Senior Manager, Learning Solution Product Management

<h3>Job Description:</h3>Senior Software Engineer in Test (SQL, ETL, DATA LAKE, REPORTING)Fidelity Investments Workplace Investing (WI) organization is looking for a Senior Software Engineer specializing in test to join one of the Client Reporting squads within our Data Out – Client Reporting domain tasked with modernizing the outbound reporting platform and strategy within our market leading global equity compensation platform.The Expertise You Have<ul><li>Bachelor’s Degree or equivalent in a technology related field (Computer Science, Engineering, etc.) required</li><li>7+ years of relevant technical experience and experience in test automation</li><li>Experience with PL/SQL and complex queries, views, packages etc.</li><li>Strong SQL skills plus Java and Python development experience</li><li>2+ years of Big Data, Data Lake or Data Warehouse experience is desired</li><li>Experience with ETL Data Pipeline testing of Data Warehouse platforms; exposure to iCEDQ test tool preferred</li><li>Experienced in Big Data Reporting Tools (OBIEE / Tableau / Power BI)</li><li>Familiarity with business intelligence reporting platforms, such as Power BI, would be advantageous</li><li>Playwright, Selenium knowledge good to have but not must</li><li>Strong working knowledge of relational databases, like Oracle or Postgres, and data lake/warehouse concepts, such as Snowflake</li><li>Knowledge of data pipeline testing will be a distinct advantage</li><li>Ability to work effectively with product development, external teams, and management</li><li>Knowledge of CI/CD Pipelines</li><li>ISTQB Certification (nice to have)</li><li>Experience as Software Engineer in test automation of RESTful services (Cucumber, Junit, Selenium, RestAssured, Git, Gradle, Maven)</li><li>Data Engineer working with the latest Big Data technologies and tools (Snowflake, Airflow, AWS, Azure)</li><li>Expert knowledge in test automation frameworks and demonstrate proficiency, quality and passion in your coding ability</li><li>Experience with UI and Microservices Architecture, Restful API’s, Enterprise messaging like ActiveMQ, Kafka</li><li>Experience with DevOps, Continuous Integration and Delivery tools like Jenkins, Maven, uDeploy, Stash</li></ul>The Skills You Bring<ul><li>Your experience in executing projects in an Agile environment.</li><li>Your ability to collaborate with other technical and business experts in the team</li><li>Curiosity to stay current with new and emerging technologies and concepts, finding ways to apply those to business problems.</li><li>Your passion to follow modern test driven and automation driven software development methodologies.</li><li>Design, develop, maintain, and execute automated tests while adopting industry best practices and tools.</li></ul>The Value you Deliver<ul><li>Keeping the focus of the work in terms of Customer obsession.</li><li>Embrace continuous improvement regarding application quality and stability.</li><li>Strong sense of ownership for the quality of solution delivery.</li><li>Being candid and honest in all discussions to ensure the best outcomes.</li></ul>The TeamYou will be working with a team of business leaders and technologists focused on delivering a modern solution to Client Reporting via Automation, Continuous Integration and Test Data ecosystems. This role demands significant collaboration between members of various business and IT groups throughout the lifecycle of a typical project. As a technical associate, you will be working directly to shape our technology vision and will have a real impact on our Workplace Investing organization’s success.<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.

Senior Software Engineer in Test (SQL, ETL, Data Lake, Reporting)

<h3>Job Description:</h3>Director - Architecture, Associate ExperienceAs the Director of Architecture, Associate Experience you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Associate Experience, including but not limited to Contact Center Desktop and associate experiences. This role will focus both on the associate experiences within the central IT organization but also ensure technology and business strategy alignment for associate experiences across Fidelity. You will work closely with peer business unit architects and technology leaders, key business stakeholders, and other architects leading related capabilities.The Expertise and Skills You Bring<ul><li>10+ years or more working in an architecture or engineering role with five years or more experience as a solution/capability architect.</li></ul><ul><li>3+ years of Azure and/or AWS experience. AWS and/or Azure certification also a plus </li><li>3+ Knowledge of call center or other client facing desktop experiences.</li></ul><ul><li>Demonstrable ability to analyze business direction and problems, understand long term vision and risk in developing strategic technical solutions. </li></ul><ul><li>Authoritative knowledge of APIs, microservices architecture, infrastructure, data architecture, security, and new technologies with clear expertise in one or more of these areas. </li></ul><ul><li>Working knowledge of technical architecture (operational excellence, security, reliability, performance efficiency, cost optimization) </li></ul><ul><li>Authoritative understanding of the agile development process and DevOps practices. </li></ul><ul><li>Collaborating with peer architects seeing opportunities to refactor business processes, improve customer experience or perform capability rationalization. </li></ul><ul><li>Ability to work both independently and with various levels of the organization, including technical and non-technical team members. </li></ul><ul><li>Ensure technology decisions align with enterprise standards and strategy. </li></ul><ul><li>Strong presentation, documentation, communication and influencing skills for working with less-technical business partners as well as technologists in IT leadership and implementation teams. </li></ul><ul><li>Experience in networking across business units and outside the companies to optimize new reusable processes, patterns, and practices. </li></ul><ul><li>Willingness to experiment, innovate and seek resources to learn, grow and find solutions. </li></ul><ul><li>Understanding of mainframe technology desired but not needed </li></ul><ul><li>Financial industry experience is a plus. </li></ul>The Value You Deliver<ul><li>Delivering and maintaining Salesforce related capabilities, solutions, integrations, solution architectures, patterns, guidelines, and specifications for Fidelity’s architectural standards. </li></ul><ul><li>Supporting and enabling technology partners to deliver increased value to our customers and operations associates. </li></ul><ul><li>Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. </li></ul><ul><li>Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. </li></ul><ul><li>Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. </li></ul>Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.<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.

Director, Architecture

<h3>Job Description:</h3>The RoleAs a Senior Manager in Consumer Strategy &amp; Segment Marketing (CSSM) you blend business analysis and marketing expertise with a passion for uncovering consumer insights. Working collaboratively within a cross-functional team and in close partnership with your Manager/Team Lead, you will use your expertise to support the development of actionable consumer marketing strategies that differentiate Fidelity offerings in the market and drive meaningful consumer value and business outcomes. One key deliverable of this role is the strategic marketing brief that guides channel, messaging and activation activities.Your initial work will be supporting Fidelity’s crypto team in three key areas: 1) Contributing to go-to-market efforts in support of new products and features; 2) Driving strategy for crypto education content and programs; 3) Partner with product teams on new offerings to provide customer insight/perspective, influence user experience, and craft messaging.You will report to a Vice President or Team leader who oversees a team of 5-10 other CSSM Associates.The Expertise and Skills You Bring<ul><li>BA/BS required </li><li>8+ years of relevant marketing/management/strategy experience</li><li>Financial services experience preferred </li><li>Cryptocurrency/blockchain experience preferred, but interest in cryptocurrency/blockchain is required</li><li>Experience contributing to the development of marketing strategies across customer acquisition and client development; segmentation development, design target development; digital experience and customer journey mapping </li><li>Experience utilizing consumer research and deriving actionable consumer insights research and data analysis to inform the development of new hypotheses, opportunity exploration, business case development, differentiated marketing strategies, and program execution </li><li>Able to deliver concise written and verbal communications grounded in data and insights to influence decision-making</li><li>Contribute to story-telling using qualitative and quantitative data, market trends, business insights and other inputs in a cohesive narrative to inform marketing strategy development </li><li>Ability to successfully collaborate with and influence multiple business and marketing stakeholders at different levels to develop marketing strategies and align on implementation plans</li><li>Intellectually curious and appreciate learning new skills and capabilities </li><li>Proactive: able to navigate ambiguity and take action with consultation and guidance from your Team Lead to drive results across teams and lines of business. Contributes to identification of new opportunities and ideas with data-driven insights and recommendations </li></ul>The TeamThe Consumer Strategy &amp; Segment Marketing Team (CSSM) is part of the Marketing &amp; Social Platforms domain. The team works across business and marketing and partners closely with other commercialization functions and teams at all stages of the product lifecycle (new offerings à scaled solutions) and in service of customer acquisition and client development objectives. At our core, we represent the voice of the customer and are focused on helping Fidelity offer the right products to the right customers with differentiated value propositions and positioning to drive commercial success.<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.

Senior Manager, Consumer Strategy & Segment Marketing (CSSM)

<h3>Job Description:</h3>As a Director of Compensation at Fidelity, you will lead compensation initiatives and programs, and work in partnership with the HR team to design, deliver and advise on solutions that meet the short and long-term needs of a diverse suite of Fidelity’s business and support groups.The Director of Compensation is a subject matter expert on the HR team, working closely with HR partners and senior leaders to provide the consulting and leadership required to deliver pay programs and solutions in support of overall business objectives. You will contribute to and benefit from Fidelity’s broader compensation community where we shape the future of compensation and continuously develop, improve and share our strategies and resources that benefit our businesses, leaders and associates in achieving their goals.We have opportunities supporting many of our BUs/Functions including Asset Management (investment compensation experience required), Corporate Services &amp; Legal, Risk &amp; Compliance, Enterprise Technology &amp; Global Services, and Fidelity Institutional &amp; Fund and Brokerage Operations and Technology.<h3>The Team</h3>The Human Resources team consists of associates who work in Line HR, Talent Acquisition, Talent Management, Learning &amp; Development, HR Operations, Sales Compensation, Communications, Finance and Workforce Analytics. We are key business partners to our colleagues within the business units to develop and implement HR and learning programs and strategies. We also partner closely with enterprise HR teams to deploy and support central programs and initiatives.<h3>The Expertise You Have</h3><ul><li>Bachelors or equivalent; 8+ years of experience in compensation/sales compensation and/or finance/business preferred</li></ul><h3>The Skills You Bring</h3><ul><li>You have designed, developed and managed a variety of compensation programs and processes including base salary, variable pay programs, sales compensation, compensation strategy and competitive pay analysis</li><li>You are an expert with the full spectrum of approaches and tools used for compensation-related market research, modeling and analysis</li><li>You have deep analytical skills with an ability to break down complex questions / data into well-structured analyses, and synthesize key points</li><li>You effectively manage concurrent programs, processes and initiatives collaborating with and influencing a wide range of stakeholders, and have a proven ability to think end-to-end about the work to be implemented</li><li>You have expertise with Microsoft Excel analysis and experience with various HR database applications</li><li>You have the expertise, confidence and skill to develop and deliver formal and informal reports, presentations and communications to executive audiences</li><li>You are passionate about building consultative partnerships with HR, Finance and senior business leaders</li><li>You enjoy working on initiatives and programs that often extend beyond the local team and business unit</li></ul><h3>The Value You Deliver</h3>Client Support/Relationship Management: Provide consultation, coaching and sophisticated advice to Line HR and senior business leaders on complex compensation issues. Conduct analysis to address compensation issues, projects or initiatives. Complete pay recommendations for executive offers. Participate in the design &amp; delivery of manager and HR training to increase the understanding of our compensation philosophy, strategies, programs and decisions.Workforce Analytics: Work closely with HR partners to better integrate HR data and analytics in support of workforce plans and business practices. Develop impactful data visualizations for HR partners and leaders to enable better insights and decisions.Program Design: Partner with Finance/Variable Compensation teams to design and develop sales incentive plans, and support formal plan governance and oversight activities. Represent the voice of the customer in the design of enterprise-wide pay programs and lead the design for client pay programs.Cycle Management: Serve as the primary contact for Line HR for annual cycle administration activities. Inform, manage and measure operational cycle components. Provide issue resolution, support reporting and analysis.Collaborate with Enterprise Compensation to establish shared reporting requirements. Work in close partnership with Line HR and Finance/Variable Comp teams to support variable semi-annual bonus cycles.Market Data Management: Act as SME on surveys, data and tools. Lead competitive assessments using market analysis, including defining the peer groups and formulating recommendations and presenting to management. Coordinate job matching process, review data when surveys are complete and analyze market survey data trends.<h3>Company Overview</h3>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 associate 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</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.<h3>Certifications:</h3><h3>Category:</h3>Human ResourcesMost 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 Compensation

<h3>Job Description:</h3>The RoleThe Advanced Planning Analyst is primarily responsible for preparing in-depth/personalized financial planning analyses for ultra-high net client engagements. As a member of this regionally aligned team, the Advanced Planning Analyst will support and develop under a team of experienced Advanced Planners to help provide clients personalized net worth statements, detailed cash flow analyses and estate planning scenario modeling using eMoney financial planning software. In addition, the role will help drive operational efficiency across the team. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. This job is remote but requires being in a commuting distance to a Fidelity location in one of the following states: NY/NJ/PA/FL.The Expertise and Skills You Bring<ul><li>Bachelor’s degree</li><li>6 to 8 years overall work experience with 2+ years of financial or estate planning work experience, preferably at a wealth management firm, accounting firm, or law firm</li><li>Experience using financial planning software such as eMoney is preferred</li><li>CFP®, CPA, CFA, JD, LLM or CPWA designation a plus</li><li>Strong analytical and communication skills</li><li>FINRA Series 7 and 66 preferred or willing to obtain within 90-days of employment</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Maintains a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, prioritizes work to create efficiencies and demonstrates keen attention to detail</li><li>Possesses a professional and positive attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.The base salary range for this position is $85,000 - $125,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Advanced Planning Analyst - REMOTE- CO

<h3>Job Description:</h3>CONSULTANT, BUSINESS ANALYSTAs a Business Analyst Consultant, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with a Product Owner (Squad Leader) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!The TeamYou will be part of the Healthcare Data Enablement &amp; Client Reporting Squad passionate about creating business driven data sets from healthcare recordkeeping systems for Analytics and Reporting use cases within Plan Sponsor Workstation (PSW). The team will enable data within the Enterprise Analytics Platform to support Healthcare reporting and analytics needs to elevate the experience offered to our clients and their employees. The Business Analyst will be is responsible for providing solutions to custom reporting needs for our Healthcare clients. You will partner with the Squad Leader, Sales, Client Service Managers, the development team, and stakeholders to analyze recordkeeping system Data/tables, draft requirements to support various consumption use cases, and validate the delivered data sets and reports before enabling it for consumers.The Expertise You Have· Bachelor’s degree or equivalent years of experience required; Master’s degree preferred· Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development· 6+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with demonstrable ability to work across multiple multi-functional teams· Experience with Data analysis, SQL, Tableau and Power BI or transferrable skills and the ability to learn these quickly· Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.· Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing toolThe Skills You Bring· Skilled at translating business vision into defined and prioritized user stories for team’s backlog· Ability to understand complex customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team· Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features· Look for opportunities to innovate and take thoughtful risks to get work done better and faster· You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals· Highly organized and have a proven ability to prioritize and work under tight deadlines· Skilled at building relationships, fostering strong teams, and influencing others· Self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies· Strong desire to learn and develop additional skills and expertise over time, as well as drive process improvementNote: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver· Working in a Scrum Agile environment to deliver software· Leading and conducting business analyses to formulate and make recommendations· Creating, documenting, and leading scrum team backlog (writing user stories / acceptance criteria, supporting prioritization, running refinement sessions, etc.)· Collaborate with business partners, development teams, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle· Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication· Prioritize multiple initiatives and business analysis tasks at the same ti<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.

Consultant Business Analyst - Health Care Data and Client Reporting

<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center in the Chicago, IL or St. Louis, MO locations.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.The base salary range for this position is $110,000 - $160,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Director, Advanced Planning - REMOTE - MO, IL, MN

<h3>Job Description:</h3>Director, Process Strategy &amp; Enablement – Asset ManagementRole Overview:The Director, Process Strategy &amp; Enablement plays a pivotal role in driving high-impact cross-functional process improvements across Asset Management. In this role, the Director will succeed by cultivating a deep understanding of user needs, providing thematic and strategic insights, developing actionable solutions, and providing organizational change support. Ideal candidates thrive in dynamic environments and are comfortable leading teams or contributing individually based on project needs.<h3>Key Responsibilities</h3>Cross-Functional User Research &amp; Insight Development<ul><li>Develop connections with business partners to understand their needs</li><li>Conduct stakeholder interviews and synthesize findings into actionable insights</li><li>Distill complex information into executive-level updates</li></ul>Solution Design &amp; Prototyping<ul><li>Encourage creative thinking and challenge assumptions</li><li>Develop mock-ups, process maps, and prototypes</li><li>Iterate solutions based on user feedback</li><li>Prepare and present recommendations for executives and end users</li></ul>Organizational Change &amp; Implementation<ul><li>Design and socialize implementation plans to build consensus</li><li>Provide guidance and support through the change process</li><li>Refine solutions based on real time user feedback</li></ul>Team Leadership &amp; Collaboration<ul><li>Lead or contribute to cross-functional teams</li><li>Mentor junior team members and foster a collaborative environment</li></ul>The Expertise and Skills you Bring:<ul><li>Demonstrated experience in financial services (10+ years)</li><li>MBA or advanced degree preferred</li><li>Strong emotional intelligence and relationship-building skills</li><li>Exceptional problem-solving and analytical capabilities</li><li>Curiosity and ability to ask probing questions</li><li>Rapidly builds understanding of complex topics</li><li>Proficiency in synthesizing quantitative and qualitative data into actionable themes</li><li>Strong executive presence</li><li>Proven ability to lead meetings and manage sensitive topics constructively</li><li>Outstanding communication skills across written, verbal, and visual formats (PowerPoint)</li><li>Project management and organizational expertise</li><li>Comfort giving and receiving feedback to iterate and improve</li><li>Ability to work independently and with ambiguity</li><li>Advanced Excel skills for data analysis</li><li>Adaptability in fast-paced environments</li><li>Attention to detail to produce polished results</li><li>Commitment to continuous learning and development</li><li>Positive outlook and enthusiastic about finding solutions</li></ul>The Process Strategy &amp; Enablement team is part of the Business Management &amp; Strategy (BMS) team. BMS provides operational and strategic support across Compliance, Risk &amp; Business Operations (CRBO) functions, and the broader Asset Management (AM) organization in the areas of:<ul><li>Business Management, including the aggregation and collection of Objectives &amp; Key Performance Indicators (OKPIs) </li><li>Project &amp; program management support for key AM &amp; CRBO Strategic Initiatives</li><li>Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team</li><li>Technology product support for the CRBO technology portfolio</li><li>Cross-functional process improvements and change management support</li></ul>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.Company OverviewAt 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Accommodation Language Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>, or by calling 800-835-5099, prompt 2, option 2.<h3>Certifications:</h3><h3>Category:</h3>Business StrategyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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