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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Principal Systems Analyst will be the main liaison between our business, product, and development teams. You will take business requirements and turn them into workable tasks. You will be part of a highly collaborative, multi-functional and geographically distributed scrum teams. You will be responsible for providing leadership on complex systems analysis for projects as well as playing an influential role with our business partners to develop recommendations that address critical business needs and opportunities. You will have responsibility for release management coordination and participate in scaling ceremonies and activities as you manage interdependencies across squads. You will examine and drive team performance through metrics and find opportunities for the squad to fully realize the benefits of working in an agile structure. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 9+ years business or systems analysis experience and systems development</li><li>Experience with JIRA, Confluence, and SharePoint</li><li>At least 5 years of experience working in an agile environment</li><li>Familiarity with Enterprise Content Management (ECM) principles, CMIS standards, and document management best practices preferred</li><li>Excellent written and oral communication skills, allowing you to interview Business partners to understand project objectives, use cases and requirements</li><li>Strong analytical skills, enabling you to research, document and review existing systems and recommend designs for achieving requirements for self-contained projects within a larger program</li><li>Proficiency in assisting in the writing of user requirements and all the supporting documentation</li><li>Background in workflow analysis preferred</li><li>Ability to diagram business processes and system workflows</li><li>Expertise in conveying technical concepts with internal customers, technical team members, and/or other technical contributors across the organization</li><li>Willingness to actively participate in defining project scope/backlog, while recommending solutions to project issues</li><li>Possess an analytical and consulting approach – able to ask engaging questions to help tease out requirements details and technical implementation options</li><li>Dedicated and highly motivated with the ability to quickly grasp new technologies and business concepts</li><li>Experience helping the team to remove impediments and facilitate agile ceremonies such as the daily scrum, sprint planning, backlog refinement and retrospectives. using Atlassian Stack (Jira, Confluence, etc.) and collaboration tools</li><li>Experience working with Squad Leader and Scrum Teams to maintain the Product and Sprint backlog</li><li>You are adaptable, and comfortable working in a fast-past environment with constant changes</li></ul><p><strong>The Team</strong></p><p>The WI Operations Modernization Chapter consists of a team of technologists and BPM experts, dedicated to modernizing and transforming the systems that run Fidelity Workplace Investing’s operations. We focus on building cloud-based applications to modernize legacy software that run our operations and support the transformation of our workflows to a modern BPM platform.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>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.</p><p>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.</p>

Fidelity Investments

Principal Systems Analyst

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</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><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</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>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>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.</p><p>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.</p>

Financial Representative - Katy, TX

<h3>Job Description:</h3><p><strong>Security Receptionist</strong></p><p><strong>The Role</strong></p><p>As a Security Receptionist you serve as a key member of the Global Security Operations team, embodying the role of a Brand Ambassador for our organization. Your primary focus will be to deliver exceptional customer service while collaborating with a team of dedicated security professionals. </p><p>This role is pivotal in creating a memorable and welcoming experience for all Fidelity associates, visitors, vendors, and customers, ensuring they receive top-notch hospitality and safety assistance. You will be the first point of contact for all individuals entering our premises, representing Fidelity with professionalism, and adhering to security protocols. </p><p>If you are ready for a rewarding new challenge with a global financial leader, and if you meet our qualifications (including a full background check), then we want to talk with you. Contact us today! </p><ul><li><p>Warmly greet and welcome visitors, creating a friendly and inviting atmosphere at our facilities while following established security procedures. </p></li></ul><ul><li><p>Manage the visitor management system or entry log to ensure accurate records and effective security measures. </p></li></ul><ul><li><p>Perform all building access and check-in procedures, including issuing badges for guests and employees. </p></li></ul><ul><li><p>Maintain vigilance and promptly report any suspicious behavior or unattended objects to the security team. </p></li></ul><ul><li><p>Identify and report potential hazards and security issues, such as spills, obstructions, or malfunctioning doors, to the appropriate Janitorial staff, Facilities Administrator, and/or Security Managers promptly. </p></li></ul><ul><li><p>Demonstrate effective verbal communication skills and active listening abilities. </p></li></ul><ul><li><p>Utilize life safety equipment, such as fire extinguishers, first aid supplies, and radios when required. </p></li></ul><ul><li><p>Administer basic first aid and CPR. </p></li></ul><ul><li><p>Perform Administrative tasks as needed. </p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Possess 1-3 years of prior experience in a customer experience or related role. </p></li></ul><ul><li><p>Preferred bachelor’s degree in a related field of study </p></li></ul><ul><li><p>Strong interpersonal skills and keen observation abilities </p></li></ul><ul><li><p>Ability to perform effectively under stressful conditions. </p></li></ul><ul><li><p>Exhibit a high level of integrity, professionalism, organization, and situational awareness with a talent for multitasking and prioritizing efficiently. </p></li></ul><ul><li><p>Excellent verbal and written communications skills in English </p></li></ul><ul><li><p>Proficiency in MS Office programs and an ability to learn security-related access control software. </p></li></ul><ul><li><p>Demonstrated adaptability to address emerging needs while fulfilling regular responsibilities related to visitor management, safety, and security breaches. </p></li></ul><ul><li><p>Embrace a positive and team-oriented attitude. </p></li></ul><ul><li><p>Ability to work nights, weekends, and holidays based as operational needs dictate. </p></li></ul><ul><li><p>Exceptional communication and social skills with the ability to build strong relationships. </p></li></ul><ul><li><p>Demonstrate traits such as integrity, dependability, responsibility, accountability, self-awareness, and a strong work ethic. </p></li></ul><ul><li><p>Highly motivated with a can-do approach, and collaborative team-oriented problem- solving attitude. </p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position</strong></p>The base salary range for this position is $40,000-76,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Real Estate

Security Receptionist

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - San Diego, CA

Financial Services Representative - Monterey, CA

<h3>Job Description:</h3><p>We are looking for a Senior Systems Analyst to join us!</p><h3><strong>The Role</strong></h3><p>As a Senior Systems Analyst, you will play a key role on a Scrum team and within the Digital Platforms Workplace Investing Technology organization. You will work closely with the Squad Lead, Scrum Master, Developers, Quality Assurance, and Architects to craft, build, test, and deliver the features that make up Fidelity’s Digital experiences. You will also be expected to provide guidance and mentoring to the other Systems Analysts within the wider Digital Platforms Technology team.</p><h3><strong>The Expertise And Skills You Bring</strong></h3><ul><li><p>5+ years of systems analysis experience; a focus in financial services applications is a plus</p></li><li><p>BS/BA Degree or equivalent experience preferred</p></li><li><p>Robust critical thinking and analytical skills</p></li><li><p>Learns quickly and works through ambiguous situations</p></li><li><p>Strong troubleshooting and problem-solving skills</p></li><li><p>Ability to triage system defects in all environments</p></li><li><p>Excellent written and oral communication skills</p></li><li><p>Proactive, organized, highly responsive and committed to quality</p></li><li><p>Applies a long-term mentality to help produce scalable and maintainable solutions</p></li><li><p>Ability to work with a variety of individuals and groups in a constructive and collaborative manner</p></li><li><p>Confidence to convey technical concepts, capabilities and needs to team members, product owners and other internal partners</p></li><li><p>Asks exploratory questions to uncover hidden or un-identified use cases and requirements</p></li><li><p>Proficiency in writing supporting documentation including product guides, business process diagrams and/or system workflows</p></li><li><p>Skilled at influencing team members and external groups</p></li><li><p>Passion to provide guidance on standard methodologies and mentoring support to junior Systems Analysts</p></li></ul><h3><strong>Your familiarity with the following will be a plus:</strong></h3><ul><li><p>An understanding of the Agile software development methodology</p></li><li><p>Ability to perform technical analysis of sophisticated Web application development concepts</p></li><li><p>Experience with database query tools / Strong SQL skills</p></li><li><p>Experience with Jira and Confluence</p></li><li><p>Working understanding of QA automation</p></li></ul><h3><strong>The Team</strong></h3><p>Fidelity's Workplace Investing Digital Platforms Technology team designs, develops, implements, and supports WI’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions that meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which furthers a culture of continuous improvement and significant achievement. We see ourselves as a vital link to Fidelity's customers. This is a fast-paced group that is using ground-breaking technologies to build powerful tools and outstanding user experiences for our customers, using Java-based technologies.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>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.</p><p>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.</p>

Senior Systems Analyst

<h3>Job Description:</h3><h3>Financial Representative</h3><p>In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals. </p><p>From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. </p><p>We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance.</p><h3>The Expertise We’re Looking For</h3><ul><li>A college degree is encouraged yet not required</li><li>We feel customer service, sales, phone or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients</li><li>Superb interpersonal, customer interaction and communication skills</li><li>We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 &amp; 63 licenses during your first six months</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients beginning with their arrival to the Investor Center. As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success. </p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with customers</li><li>An aptitude for sales to dedicatedly identify leads</li><li>Remarkable attention to detail and ability to prioritize</li><li>Computer literacy and experience working with multiple applications at once</li><li>Your organizational skills to manage multiple tasks simultaneously </li><li>Adept at assessing client needs through both verbal and non-verbal communication</li><li>Ability to run and upkeep the lobby / lounge of Fidelity’s fast paced Investor Center</li><li>Inventory management experience to ensure all client collateral and office supplies are in stock</li><li>Aspiration to partner with Fidelity’s clients to build long-lasting relationship and financial plans. </li></ul><h3>The Value You Deliver</h3><ul><li>A vital member of the team, you are offering support to Fidelity’s most wealthy and valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>How Your Work Impacts the Organization</h3><p>Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.</p>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Minnetonka, MN

<h3>Job Description:</h3><h3><strong>Bond Separately Managed Account (SMA) Business Health &amp; Oversight, Director</strong></h3><h3><strong>The Role</strong></h3><p>The Fixed Income Investment Services team is seeking a hard-working, driven individual to join their experienced team! The Director of Bond SMA Business Oversight leads risk management and quality initiatives for Fidelity’s Fixed Income SMA business. This position ensures end-to-end oversight of operational processes, mitigates risk, and drives efficiency through collaboration with internal and cross-company business partners. The role requires strong leadership, critical thinking, and the ability to influence across multiple business areas.</p><p>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working.</p><h3><strong>Responsibilities:</strong></h3><ul><li>Lead risk and quality control efforts across the bond SMA business.</li><li>Partner with product and platform teams to identify and address risks before new product launches or process changes.</li><li>Provide business judgment and leadership for incident evaluation, service recoveries, audits, and risk remediation.</li><li>Build positive relationships across internal and external partners to understand end-to-end processes and manage key risks.</li><li>Drive implementation of controls, automation, and operational improvements to reduce risk and increase efficiency.</li><li>Collaborate with Legal, Compliance, Internal Audit, and Risk teams on regulatory and oversight requirements.</li><li>Advocate for Fixed Income SMAs across the organization and ensure compliance with regulatory requirements (e.g., business continuity, access management, records retention).</li></ul><h3><strong>Skills &amp; Expertise:</strong></h3><ul><li>Bachelor’s degree with 8+ years in financial services (SMA or asset management experience preferred).</li><li>Broad investment industry knowledge with experience in operations, compliance, risk, metric reporting and project management.</li><li>Advanced analytical skills, including proficiency with SQL and database tools for data analysis.</li><li>Proficiency in Microsoft Office (Excel, PowerPoint).</li><li>Ability to influence, collaborate, and compose effective processes with a focus on reducing risk.</li><li>Self-starter with problem-solving approach to develop business solutions for complex problems, improve operational efficiencies, mitigate risk and further the investment process.</li><li>Awareness of market events and ability to assess their impact on individual clients.</li></ul><h3>Note: Fidelity is not providing immigration sponsorship for this position</h3><h3><strong>The Team</strong></h3><p>The Asset Management Compliance, Risk and Business Operations (CRBO) team is a global organization that focuses on advancing the strategic priorities of Fidelity and Asset Management through innovation, business partner alignment and building and supporting a culture that challenges the status quo and promotes vitality. The functions within CRBO are AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research &amp; Analytics and the Investment Services teams: Equity, Fidelity AM Solutions (FAMS), Fixed Income, and High Income &amp; Alternatives and Quantitative Research and Investments (QRI).</p><p>Fidelity’s Fixed Income division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income division is headquartered in Merrimack, New Hampshire.</p><h3>Fidelity Investments is an equal opportunity employer</h3><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</p><p>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.</p>

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