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<h3>Job Description:</h3><p><strong><strong>Financial Services Representative </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>What to expect…</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>Advantages of our career development experience…</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>The expertise we’re looking for…</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>The Skills You Bring</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>Our Investments in You</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

Fidelity Investments

Financial Services Representative - Columbia, MD

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>The Alternative Investments Brokerage Operations role is responsible for processing trades accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines </p><p>We have multiple openings in Jersey City and Westlake. These are the options for team placement. There will be an application question around your preference for focus area within Alternative Investments: </p><ul><li><p><strong>Trading: </strong>This team is responsible for supporting all subscription, capital call, and redemption activities involving Alternative Investment (AI) positions moving into or out of NFS custody. They play a critical role in identifying and escalating potential risks to the organization, managing outbound client communications, and ensuring that all decision-related transactions comply with internal policies and regulatory standards. The team regularly interacts with fund companies and their transfer agents to resolve issues and facilitate smooth processing. Additionally, they educate clients on Alternative Investment policies and procedures, documentation requirements, and how to navigate the online system effectively. </p></li></ul><ul><li><p><strong>Service: </strong>In this role you will be on the phone taking approximately 30-60 inbound calls daily from clients roughly 95% of the day dealing with a range of issues for our customers. The associate will be managing multiple client requests/issues that must be completed within a tight timeframe. The associate will be responsible for monitoring customer adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries on a variety of alternative investment issues. </p></li></ul><ul><li><p><strong>Follow Up/Out of Standard: </strong>The Follow Up team is tasked with analyzing and researching pending transactions such as trades, ACAT and Non-ACAT Receives, Internal Transfers, and Conversions with issuers for settlement. The associate will be responsible for handling research requests regarding pending transactions and for resolving complex issues in a timely manner. The Follow Up team is also responsible for outreach and education to sponsors who are delinquent in their required reporting, such as reconciliation files and auditor opinion letter. The associate will also be responsible for several other ancillary processes for the department. </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>College degree preferred </p></li></ul><ul><li><p>2+ years of brokerage operations experience preferred </p></li></ul><ul><li><p>Prior experience with alternative investments and transfers process experience is preferred </p></li></ul><ul><li><p>Detail oriented, ability to work effectively with minimal supervision </p></li></ul><ul><li><p>Team player with capability to help maintain a positive work environment </p></li></ul><ul><li><p>Strong analytical and decision-making skills </p></li></ul><ul><li><p>Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes </p></li></ul><ul><li><p>Ability to handle and resolve complex problems </p></li></ul><ul><li><p>Strong verbal and written interaction skills including ability to explain complex processes </p></li></ul><ul><li><p>Effective time management skills and ability to prioritize and multi-task </p></li></ul><ul><li><p>Strong PC skills - Word, Excel and Access </p></li></ul><h3><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></h3><p><strong>The Team</strong> </p><p>Operations &amp; Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over the counter, listed equities, options, bonds, and mutual fund transactions daily. </p><p>An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and is not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. </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>Brokerage Operations

Senior Representative, Alternative Investments

<h3>Job Description:</h3><p><strong>SQUAD LEAD</strong></p><p><strong>The Role</strong></p><p>Owns alignment on “what” and “when” work is performed through ongoing planning and prioritization of a product backlog. Partners with other product delivery leaders to influence broader strategic decisions, roadmaps and resource requirements, and set and refine the mission.</p><p>Responsible for balancing strategic and program level requirements in the product with core and maintenance changes including TLM, enterprise technology strategy prioritization.<br> </p><p>Brings together a team of squad members to execute on specific product features. Enable working iteratively, innovate through testing and experimentation and learn from failures while celebrating success. Understands the technology ecosystem (standards, practices, processes &amp; tools); translate, define and understand technical requirements needed to deliver capabilities/features.</p><p>Shared responsibilities with functional Chapter Leaders for quality delivery and releases of discrete product features and capabilities; as well as talent planning and squad member development.<br> </p><p>Directly accountable to the product area leadership, with matrixed accountability to Technology leadership.</p><p>Dedicated to developing personal leadership and management skills.<br> </p><p><strong>Expertise and Skills you bring</strong></p><ul><li>Define and communicate squad mission, roadmap and establish objectives to motivate team and align partners</li><li>Research, analyze and recommend new feature opportunities aligned to product area strategies</li><li>Collaborate with Chapter Leaders, Architects and Scrum Masters where applicable, to plan and execute roadmaps and initiatives, measure and report on progress to leadership</li><li>Anticipate and prioritize client/partner needs through ongoing interactions to represent their voice</li><li>Manage squad backlog to prioritize, plan and execute against delivery sub-initiatives; ensure alignment on the “what” and “when” work is performed</li><li>Take input from functional Chapter Leadership (Technology) on core and maintenance, enterprise and security related backlog items for prioritization</li><li>Make trade-off decisions balancing quality, cost, and timelines</li><li>Ensure engineering excellence, quality delivery and releases of discrete product features and capabilities, partnering with other delivery leadership roles, such as aligned Chapter Leaders</li><li>Measure performance against established objectives and KPI’s to deliver on agreed upon business, technology, and people results</li><li>Identify squad member expertise required partnering with functional leaders to allocate resources as needed and aligned to business standard.</li><li>Contribute to plans for aligning squad members in partnership with functional leaders, optimize talent utilization, create learning opportunities to develop skills in assigned product or capability.</li><li>Makes trade-offs across product teams to align resources to highest priorities based on product lifecycle &amp; strategy</li><li>Coach and empower squad members to prioritize work, execute and achieve business results</li><li>Enable squad members to iterate, innovate, open and honest feedback, learn from failures and celebrate successes</li><li>Enable squad member growth, development and learning, in partnership with Chapter Leaders</li><li>Experience designing, developing and maintaining dynamic products and solutions</li><li>Financial services experience, preferred</li><li>Agile experience with Jira and Jira Align experience preferred</li><li>Data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered</li><li>Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these</li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>Establish and maintain unquestioning relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</li><li>Intellectually curious and model a culture of continuous learning, mentoring and coaching</li><li>Role specific skills, e.g., strong business/technical knowledge related to products providing financial guidance related to retirement</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>The Fidelity Charitable Gift Fund (“the charity”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, the charity has introduced tens of thousands of donors to the benefits — an increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. The charity is governed by an independent Board of Trustees, which has hired Fidelity Charitable, a business unit of Fidelity Investments, as the service provider of the charity. These services include Program Development, Investments, Service Delivery, Marketing, Finance, Tax, Technology, Compliance, Risk, and Fundraising.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<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>

Squad Leader

<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 66 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 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- Austin, TX (Downtown)

<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 - Santa Barbara, CA

<h3>Job Description:</h3><p>Corporate Risk is seeking a hardworking professional to join the team! In this role, you will help build an effective Sarbanes Oxley 404 testing program for emerging products at Fidelity. You will personify the Fidelity Leadership Principle of ‘thinks and works across Fidelity’.</p><h3><strong>The Senior Risk Manager</strong></h3><p>The group overseeing SOX 404 requirements has defined protocols for conducting control examinations and evaluating the adequacy and efficiency of controls, compliance, and governance protocols. Within the SOX 404 group, this role coordinates the Sarbanes Oxley 404 initiative, including planning, control testing, risk mitigation, building business relationships, reporting metrics, participating in team projects, and mentoring team members.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>Bachelor's degree or equivalent experience in accounting or related field, CPA preferred</li><li>6+ years industry experience, including audit or financial services risk management.</li><li>Knowledge of accounting practices and financial services industry.</li><li>Fund accounting and operations knowledge, specifically related to alternative investments, preferred.</li><li>Previous exposure to Sarbanes Oxley 404 compliance, internal control over financial reporting, financial risk, and operational risk.</li><li>Knowledge of investment management practices and strategies, particularly within the alternative or digital assets space a plus.</li><li>Proven problem solving, analytical, organizational, and project management skills.</li><li>Ability to influence others to get the job done and partner with other areas of Fidelity.</li><li>Thrives in a dynamic organization where priorities shift to respond to business needs.</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Accountable for delivering results in an accurate and timely manner.</li><li>Strategic problem solver who approaches work with an open mind and recommending improvements to mitigate risks and drive positive change.</li><li>Standout colleague who possesses the ability to work with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes.</li><li>Builds strong and expansive working relationships, in person and virtually, with business partners and colleagues.</li><li>Ability to manage several tasks; and provide supervision and direction to less experienced associates.</li><li>Excellent verbal and written communication skills enabling you to prepare and present recommendations to partners and senior management.</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Conducts in depth risk assessments and control testing. Promotes a strong control environment by documenting controls, identifying potential gaps, and making sound recommendations for improvement.</li><li>Participates in initiatives to improve existing processes within the Risk team and champions a team environment, as well as implementing an agile approach to risk activities.</li><li>Fosters a climate centered on risk oversight through building connections and raising awareness of the potential risks that impact our business partners and organization.</li></ul>The base salary range for this position is $89,000-180,000 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>Risk

Senior Risk Manager - SOX 404

<h3>Job Description:</h3><p>The Alternative Investments (AI) Technology team under the Brokerage Recordkeeping Technology (BRT) organization is seeking a highly motivated Engineering Leader to build a team of developers focused on delivering a set of new functionalities for our AI platform. This team will partner closely with FI as well as and OSG to analysis, prototype and ultimately deliver solution(s) leveraging technology such as: AWS, Oracle RDS, Java. </p><ul><li>Experience building, managing, and leading a team of developers</li><li>Ability working in an Agile mode</li><li>Experience with a variety of modern programming languages and frameworks</li><li>Experience working with CI/CD pipeline, EKS, Docker, Jenkins, Udeploy, GitHub, Jenkins, Stash, Artifactory, Terraform, etc.</li><li>Experience with Oracle SQL, PL/SQ and database normalization</li></ul>The base salary range for this position is $110,000-222,000 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>Series 99 - FINRA<h3>Category:</h3>Information Technology

Engineering Leader

Financial Services Representative - Burbank CA

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>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. </p><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><p>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.</p><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 Management<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>

Relationship Manager - Memphis, TN

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Director, Candidate Developer – Alternatives</p><p>We are seeking a strategic and research-driven Director, Candidate Developer – Alternatives to join our team, focused on identifying, engaging, and cultivating top-tier talent in the alternative investment space. This role is ideal for someone who thrives in a fast-paced, intellectually rigorous environment and has a deep understanding of the nuances of private markets, hedge funds, real assets, and other alternative strategies.</p><p>Market Intelligence &amp; Research</p><ul><li><p>Conduct in-depth market mapping and competitive intelligence to identify talent pools across alternative investment sectors.</p></li><li><p>Analyze industry trends, compensation benchmarks, and organizational structures to inform sourcing strategies.</p></li><li><p>Maintain and continuously update talent pipelines for key investment functions.</p></li></ul><p>Candidate Development &amp; Engagement</p><ul><li><p>Build and nurture relationships with high-potential candidates, including passive talent, through personalized outreach and long-term engagement strategies.</p></li><li><p>Partner with hiring managers and investment leaders to understand team needs, role requirements, and cultural fit.</p></li><li><p>Screen and assess candidates for technical expertise, leadership potential, and alignment with firm values.</p></li></ul><p>Strategic Partnership</p><ul><li><p>Collaborate with HR Business Partners and senior leadership to forecast hiring needs and develop proactive sourcing plans.</p></li><li><p>Provide consultative guidance on talent availability, market conditions, and sourcing best practices.</p></li><li><p>Support diversity, equity, and inclusion initiatives through targeted outreach and inclusive sourcing strategies.</p></li></ul><p>Process Optimization</p><ul><li><p>Leverage data and analytics to track sourcing effectiveness, pipeline health, and time-to-fill metrics.</p></li><li><p>Utilize ATS and CRM tools to manage candidate records, communications, and reporting.</p></li><li><p>Continuously refine sourcing techniques and tools to improve efficiency and candidate experience.</p></li></ul><p><strong>The Experience and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree.</p></li><li><p>5+ years of experience in talent acquisition, recruiting, or executive search within the financial services industry, preferably focused on alternative investments.</p></li><li><p>Strong understanding of investment roles and structures across private equity, hedge funds, real estate, infrastructure, and credit.</p></li><li><p>Exceptional research, networking, and relationship-building skills.</p></li><li><p>Proficiency in sourcing tools, databases, and professional networks.</p></li><li><p>High level of discretion, professionalism, and strategic thinking</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong> </p>The base salary range for this position is $103,000-211,000 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>Human Resources

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