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<h3>Job Description:</h3><h3>Financial Representative</h3>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. 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. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance.<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>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. <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>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.The base salary range for this position is $45,000 - $70,000 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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Minnetonka, MN

<h3>Job Description:</h3><h3>Bond Separately Managed Account (SMA) Business Health &amp; Oversight, Director</h3><h3>The Role</h3>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.This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working.<h3>Responsibilities:</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>Skills &amp; Expertise:</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>The Team</h3>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).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.<h3>Fidelity Investments is an equal opportunity employer</h3><h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Bond SMA Business Oversight

<h3>Job Description:</h3>Financial Services Representative 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.What to expect…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.<ul><li>Obtain Licenses: 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.</li><li>Build and Solidify Skills: 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.</li><li>Discover Success: 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.</li></ul>Advantages of our career development experience…<ul><li>You are supported. 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.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. 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.</li><li>You get variety. 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.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $70,000 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>Customer Service

Financial Services Representative - Mission Viejo, CA

Financial Services Representative - Mountain View, CA

<h3>Job Description:</h3>The RoleAs the Data Analysis and Insights Chapter, we support the Data Domain by blending expertise in business intelligence and advanced analytics with a passion for delivering results. In an agile structure, we partner with partner with squads and business partners to deliver data insights and ensure respective products or services are designed to the optimal standard. We ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. We collaborate as squad members and work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. We are committed to developing our own expertise and knowledge to ensure we bring the latest thinking to our roles.The Manager, Adv Data Analysis and Insights acts as a domain expert who proposes and delivers targeted research and advanced analytics required to support business decision making. This role participates in multiple projects and requires independence, critical thinking, and confidence in applying statistics and analytics techniques. This role also serves as a strong business communicator with leadership, sponsors, and peers, collaborating with them to create key findings for moderately sophisticated business problems. The Manager is an individual contributor and does not directly oversee staff. The Expertise and Skills You Bring<ul><li>Bachelor’s or equivalent Degree with 4+ years of experience working with data insight solutioning. Preferred BS/MS in Engineering, Computer Science, Data Science, or a related field.</li><li>Basic competence in translating business problem into Analytical/Quantitative/Advanced Analytics</li><li>Knowledge in Business Statistics, Quantitative methods with ability to deliver outcomes in a fast-paced environment. Experience using statistical tools to interpret data sets, paying particular attention to trends and patterns for diagnostic and predictive analytics</li><li>Expertise with data workflow tools, solid understanding of data and database concepts, tools, and technologies with ability to optimize and drive scale</li><li>Proficient with writing and decoding SQL and Python, and working experience with Python libraries</li><li>Proficient with BI (Business Intelligence) and analytical tools such as Alteryx, Tableau, and Power BI</li><li>Takes a consultative approach understanding needs of others and regularly communicating ideas or suggestions in terms that lead to actionable outcomes and building lasting partnerships with stakeholders</li><li>Understanding of Data insight life cycle and experience working with large data sets, preferred</li><li>Agile experience, preferred</li><li>Presentation experience, preferred</li><li>Financial services experience, preferred</li></ul><ul><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamWe collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile culture.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3>The Role You are an influencer who consistently makes a positive impact. You are passionate about coaching, managing and leading 10-15 associates to work hard collectively as a team! You’re a motivator, focused, fast paced and inspired by change. You can coach to key behaviors that help drive business results. You empower others to accept feedback and develop an environment focused on growth and development. You encourage others to create the best customer experience possible. The Expertise and Skills You Bring <ul><li>4+ years of experience in brokerage operations required </li></ul><ul><li>2+ years of management and/or team lead experience preferred </li></ul><ul><li>Alternative Investments experience/knowledge is a major plus </li></ul><ul><li>College degree or applicable work experience </li></ul><ul><li>Series 7 or 99 license (can obtain within 90 days of hire) </li></ul><ul><li>Your problem-solving ability encourage creative solutions </li></ul><ul><li>Your effective communication skills </li></ul><ul><li>You know how to adapt and be flexible when the business changes </li></ul><ul><li>Your proven ability to establish links across the organization </li></ul><ul><li>Your ability to grow and deepen industry relationships </li></ul>Your Responsibilities: <ul><li>Crafting lifetime internal and external relationships and playing a meaningful role in the customer experience </li></ul><ul><li>You will help find opportunities to drive the business towards a first-class digital experience </li></ul><ul><li>Supporting associates daily and coaching to desired behaviors </li></ul><ul><li>Fostering an environment of passion, growth and development </li></ul><ul><li>Leading others through change Implementing standards for optimized performance delivery, aligned with industry best practices </li></ul><ul><li>Partnering with Technology resources to ensure product rollouts to deliver maximum benefit to Fidelity </li></ul><ul><li>Carefully managing, monitoring and reporting results along with assessing and mitigating risk </li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position. </h3>The Team The Recon team is tasked with reconciliation of Hedge Funds, non-publicly traded REITS, Funds of Funds, Private Investment Funds and other asset classes. This role will lead a team of associates responsible for handling research requests regarding account transactions and for resolving complex reconciliation issues in a timely manner. The associates will act as the owner of the relationship between the Product Sponsor and Fidelity. Alternative Investments Managers lead an end-to-end operations business that supports over $50B in customer assets. Alternative Investments is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. The Alternative Investments Manager can navigate these processes, introduce automation where applicable and ensure the ultimate client experience or our clients. The role will include leadership of an operational team focused on reconciliation analysis and maintenance processing. <h3>Certifications:</h3>Series 99 - FINRA<h3>Category:</h3>Brokerage OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Manager, Alternative Investments

<h3>Job Description:</h3>Financial Services Representative 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.What to expect…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.<ul><li>Obtain Licenses: 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.</li><li>Build and Solidify Skills: 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.</li><li>Discover Success: 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.</li></ul>Advantages of our career development experience…<ul><li>You are supported. 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.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. 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.</li><li>You get variety. 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.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $70,000 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>Customer Service

Financial Services Representative - Towson, MD

<h3>Job Description:</h3><h3>The Role</h3>This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, regulatory reporting requirements for registered investment companies. The Business Analyst Consultant combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. This role is a liaison for the Shareholder Reporting business team to the IT systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management, and interim business solutions using light automation. The Business Analyst Consultant performs many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team. This position emphasizes Operations; it is not a Technology role.The Expertise and Skills You Bring<ul><li>Bachelor’s degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund.</li><li>5+ years project experience required (active participation and/or management)</li><li>A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly.</li><li>Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment.</li><li>Your strong verbal and written communication skills</li><li>Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact.</li><li>Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact.</li><li>Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions.</li><li>Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions.</li><li>Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point.</li><li>Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives.</li><li>Your extensive understanding of MS Office.</li><li>Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred.</li><li>Experience with Confluence's Unity financial reporting software is a plus.</li><li>Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. <h3>The Team</h3>Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity’s business partners and shareholders. The group’s main responsibility is performing qualitative reviews of regulatory reports on assigned U.S., Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Principal Business Analyst

<h3>Job Description:</h3><h3>Senior Risk Manager – Procurement, Communications, and Corporate Affairs</h3>Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The Corporate Services Risk Team within the Fidelity Risk Group is looking for a hard-working team member to help support the Procurement, Communications, and Corporate Affairs business functions in identifying, monitoring, and mitigating risks in order protect the interests of the firm and our customers. The Senior Risk Manager safeguards Fidelity's customers by identifying risks and developing innovative solutions to improve controls, while fostering a strong risk culture. To achieve this goal, the team is tasked with identifying, evaluating, and communicating significant risks and assisting business partners in improving the control environment.<h3>The Businesses We Support</h3>Our team provides Business Unit Risk support to a variety of Fidelity’s Corporate Functions, including Procurement, Communications, and Corporate Affairs. This role is part of a team that is responsible for executing the Risk Management programs (e.g., proactive risk assessment, risk monitoring, scenario planning, incident escalation, management and trending, risk programs, and risk routines) that are tailored to the unique risk profile of each Corporate Function, with a focus on enhancing the existing risk support model and developing a new support model for other Corporate Functions.<h3>The Expertise You Have</h3><ul><li>Bachelor’s Degree required</li><li>7+ years industry experience, Audit, or other Risk Management activities</li><li>Excellent verbal and written communication skills</li><li>Proven leadership or project management experience</li></ul><h3>The Skills You Bring</h3><ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Experienced with data analytics tools (e.g., Excel, PowerPoint, Tableau, Power BI); adept at shifting from sample testing to analyzing full populations to uncover risks or control issues</li><li>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Proven risk management knowledge and experience, including risk assessment and control evaluation</li></ul><h3>The Value You Deliver</h3>The candidate’s primary responsibility will be providing business unit risk support, including:<ul><li>Engaging effectively with the business and applying data to identify risks, provide guidance, conduct risk assessments, and perform testing activities</li><li>Continuously analyzing and assess the risk profile of the business</li><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</li><li>Collaborating across our Risk team and the Legal, Risk and Compliance group to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul><h3>Certifications:</h3><h3>Category:</h3>RiskMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Risk Manager

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We’re Looking For <ul><li>We ask that you have at least five years in financial sales role </li></ul><ul><li>We believe that three or more years of management within a financial services environment is helpful </li></ul><ul><li>We require an active Series 9/10, 7 and 66 licenses </li></ul>The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The Skills You Bring <ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning </li></ul><ul><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates </li></ul><ul><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas </li></ul><ul><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities </li></ul><ul><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity </li></ul>Note: Fidelity is not providing immigration sponsorship for this position The Value You Deliver You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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