field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<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>

Fidelity Investments

Financial Representative - Sugar Land, TX

Financial Representative - Houston, TX (Highland Village)

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>If you are dynamic, able to drive transformation, and thrive on managing key relationships, this <strong>Director, Enterprise Technology (ET) Vendor Data Strategy role</strong> may be just what you are looking for!</p><p>Fidelity’s ET organization is seeking a data-driven leader to define and execute the vendor data strategy across our technology ecosystem. This role will be responsible for developing a unified data framework that supports vendor performance analytics, strategic planning, and operational transparency. The ideal candidate will bring expertise in data architecture, analytics, and governance, with a strong understanding of enterprise technology and vendor ecosystems.</p><p>In this role, you will:</p><p>· Develop and lead the vendor data strategy, ensuring alignment with ET’s strategic goals and enterprise data standards.</p><p>· Design and maintain data models and dashboards that provide actionable insights into vendor performance, spend, risk, and pipeline health.</p><p>· Partner with vendor managers, technology leaders, and enterprise data teams to ensure consistent data definitions, sources, and reporting standards.</p><p>· Establish data governance practices for vendor-related data, including quality controls, metadata management, and compliance with regulatory requirements.</p><p>· Support strategic vendor initiatives by providing data-driven analysis for sourcing decisions, renewals, and performance reviews.</p><p>· Enable predictive analytics and scenario modeling to support vendor planning and risk mitigation.</p><p>· Integrate data from multiple systems (e.g., ServiceNow, Ariba, Tableau, internal financial systems) to create a unified vendor intelligence platform.</p><p>· Collaborate with the Enterprise Vendor Management team to ensure consistency in reporting and alignment with enterprise-wide vendor strategy.</p><p>· Drive continuous improvement in data processes, tools, and automation to enhance decision-making and operational efficiency.</p><p><strong>The Value You Deliver</strong></p><p>· Ensure vendor compliance with Fidelity policies, procedures, and standards</p><p>· Oversee, measure, and report vendor performance relative to contracted expectations, including matrixed responsibilities for supplier management activities in Risk Management, Supply Management, and Legal</p><p>· Lead assessment of vendor risk and monitor vendor financial viability, resiliency, and management stability</p><p>· Drive continuous improvement with all key suppliers through effective project lifecycle management and business process engineering efforts</p><p><strong>The Expertise and Skills You Bring</strong></p><p>· Bachelor’s degree in Data Science, Information Systems, Computer Science, Business, or related field; advanced degree or certification in data analytics preferred.</p><p>· 10+ years of experience in data strategy, analytics, or technology operations, preferably in a vendor management or enterprise technology context.</p><p>· Strong understanding of data architecture, governance, and visualization tools (e.g., Tableau, Power BI, SQL, Python).</p><p>· Experience working with vendor management systems and enterprise platforms (e.g., ServiceNow, Ariba, SAP).</p><p>· Proven ability to translate complex data into strategic insights and executive-level reporting.</p><p>· Excellent collaboration and communication skills, with the ability to influence across technical and business teams.</p><p><strong> Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>The mission of our ET Vendor Management organization is to drive performance, efficiency, and value from the most strategic supplier relationships within the Enterprise Technology businesses we support. We are seeking a dynamic individual with strong program management skills to contribute to business profitability through supplier related financial improvements, proactively identifying and mitigating vendor risk, and driving flawless vendor execution, efficiency and value.</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>

Director, Enterprise Technology Vendor Data Strategy

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As the Sr. Manager, Integrated Digital Marketing you will build smart campaign strategies within a team that partners closely with digital channel, product, segment, and thought leadership marketing associates, as well as business experts. You’ll have the exciting opportunity to promote content and messages in a connected way, drive prospect and client engagement with our website, and generate marketing qualified leads through digital campaigns targeting wealth management firms, financial advisors, and institutional investor audiences. In this role you’ll blend your business and digital marketing expertise with a passion for raising our thought leadership brand voice in the market, optimizing performance, and amplifying content that helps financial professionals run their practice, stay up-to-speed on market trends, and apply the latest tools, insights, and solutions from Fidelity.</p><ul><li>Lead and deliver on strategic awareness and demand generation campaigns</li><li>Define campaign objectives, KPIs, and engagement plans</li><li>Implement best practices, content standards and agile processes</li><li>Provide clear direction to digital marketing, creative, and agency partners</li><li>Incorporate feedback from stakeholders, compliance, and leadership</li><li>Ensure internal, public, and client-facing materials are in-compliance</li><li>Maintain an open and collaborative test and learn approach across marketing channels</li><li>Optimize content, tactics, and campaign mix to improve business outcomes</li><li>Define and execute creative, messaging, and call to action testing across marketing channels</li><li>Partner with key digital marketing channel owners (email, social, search, web, comms) to build integrated plans and co-develop best practices based on learnings</li><li>Deliver qualified leads to sales</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Minimum Bachelor’s Degree, advanced degree a plus.</li><li>5+ years of experience working in financial services or related technology industry in a campaign strategy, content marketing, or digital marketing role</li><li>Expertise in all aspects of campaign strategy, lead generation, and digital marketing</li><li>Outstanding project management and communications skills</li><li>Developing campaign strategies and integrated marketing plans</li><li>A strong understanding of digital marketing and content marketing best practices</li></ul><ul><li>Knowledgeable in marketing campaigns, paid media, lead generation and marketing automation</li><li>Ability to effectively collaborate across the Marketing team and with business partners</li><li>Excellent interpersonal communication and presentation skills</li><li>A sense of urgency, integrity, and purpose</li><li>Deep knowledge of financial services investment products and technology</li><li>Ability to run multiple projects, identify risks and opportunities</li><li>Experience collaborating with digital marketing and creative teams</li><li>Willing to take action to drive initiatives forward, challenge conventional thinking foster compelling dialogue and collaboration</li><li>Strong sense of accountability owning successes and failures</li><li>Outstanding organizational skills, consistently setting and meeting deadlines, prioritizing or re-prioritizing, and using outstanding judgement in engaging senior resources</li><li>Experience in marketing testing, measurement, report analysis and optimization</li><li>FINRA licenses are a plus</li></ul><p><strong>The Team</strong></p><p>We are a hardworking team of digital engagement and marketing technology professionals! We work closely with the segment and product marketing, sales, analytics, CRM, and technology development teams to drive brand awareness, digital engagement, differentiated digital experiences and quality leads for our relationship management and sales teams.</p><h3><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></h3>The base salary range for this position is $85,000-$143,000 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>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>Marketing

Senior Manager, Integrated Digital Marketing

<h3>Job Description:</h3><p>Are you prepared to embrace a rigorous and top-tier challenge? Serving as a Principal Perimeter Security Engineer at Fidelity Investments, you will be instrumental in safeguarding our perimeter against evolving cyber threats. Your tasks will include analyzing and reverse-engineering malware, formulating detection signatures, and collaborating with cloud teams to secure our AWS infrastructure. Join us in Durham, NC and help make a significant difference in our cybersecurity strategies!</p><ul><li><p>Examining and deconstructing malware samples to comprehend their behavior and repercussions.</p></li><li><p>Crafting detection signatures and devising strategies to counter different cyber threats.</p></li><li><p>Partnering with DevOps and cloud teams to rollout and maintain secure AWS infrastructure.</p></li><li><p>Crafting and maintaining secure and scalable Kubernetes clusters.</p></li><li><p>Integrating and optimizing Web Application Firewall (WAF) solutions to protect web applications.</p></li><li><p>Providing technical mentorship and threat intelligence to incident response and SOC teams.</p></li><li><p>Detailing findings, crafting reports, and contributing to knowledge bases and threat feeds.</p></li></ul><p><strong>The Expertise You Have and The Skills You Bring</strong></p><p>We are searching for a remarkably skilled individual with a verified history in malware engineering and threat detection. Your extensive experience and technical savvy will support us in countering the most sophisticated cyber threats.</p><ul><li><p>Must have at least 5 years of experience in malware engineering, reverse engineering, or threat research.</p></li><li><p>Strong proficiency in AWS services such as EC2, S3, IAM, VPC, and Lambda.</p></li><li><p>Hands-on experience with Kubernetes deployment and management.</p></li><li><p>Familiarity with WAF technologies like AWS WAF, Akamai and Imperva.</p></li><li><p>Solid understanding of networking protocols, operating systems, and exploit techniques.</p></li><li><p>Programming/scripting skills in Python, C/C++, Go, or similar languages.</p></li><li><p>Bachelor’s degree in Computer Science, Cybersecurity, or a related field is preferred. Degree requirements can be waived for candidates with 5+ years of relevant experience.</p></li><li><p>Preferred certifications such as GREM, OSCP, AWS Certified Security, or Kubernetes Administrator.</p></li><li><p>Strong analytical and problem-solving skills, with excellent written and verbal communication abilities.</p></li></ul><p><strong>The Team</strong></p><p>We are the Enterprise Cyber Security - External Defense team, committed to developing a secure and resilient perimeter for Fidelity Investments. Our team closely engages with External Defense Ops team, cloud teams, and incident response units, to deploy and sustain robust security measures. We maintain a steadfast dedication to our clients' safety and the safeguarding of our digital assets. Our team-oriented and inclusive culture promotes continuous learning and ingenuity, establishing us as a pioneer in the cybersecurity industry. Join us as we pursue flawless security solutions and contribute to achieving our mission!</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>

Principal, Perimeter Security Engineer

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking a <strong>Manager of Integrated Digital Marketing</strong> who will build smart campaign strategies within a team that partners closely with digital channel, product, segment, and thought leadership marketing associates, as well as business experts.</p><p>You’ll have the exciting opportunity to promote content and messages in a connected way, drive prospect and client engagement with our website, and generate marketing qualified leads through digital campaigns targeting wealth management firms, financial advisors, and institutional investor audiences.</p><p>In this role you’ll blend your business and digital marketing expertise with a passion for raising our thought leadership brand voice in the market, optimizing performance, and amplifying content that helps financial professionals run their practice, stay up-to-speed on market trends, and apply the latest tools, insights, and solutions from Fidelity.</p><p>Your responsibilities include:</p><ul><li>Contribute to strategic awareness and demand generation campaigns</li><li>Leverage campaign objectives, KPIs, and engagement plans to make tactical recommendations</li><li>Advocate for best practices, content standards and agile processes</li><li>Partner effectively with digital marketing, creative, and agency partners</li><li>Incorporate feedback from stakeholders, compliance, and leadership</li><li>Serve as point person for lead management logistics and enhancements ensuring marketing leads get to Sales in a timely and appropriate manner</li><li>Ensure internal, public, and client-facing materials are in-compliance</li><li>Maintain an open and collaborative test and learn approach across marketing channels</li><li>Optimize content, tactics, and campaign mix to improve business outcomes</li><li>Help execute creative, messaging, and call to action testing across marketing channels</li><li>Partner with key digital marketing channel owners (email, social, search, web, comms) to build integrated plans and co-develop best practices based on learnings</li><li>Deliver marketing qualified leads to sales</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Minimum Bachelor’s Degree, advanced degree a plus.</li><li>3+ years of experience working in financial services or related technology industry in a campaign strategy, content marketing, or digital marketing role</li><li>Knowledgeable in marketing campaigns, paid media, lead generation and marketing automation</li><li>Outstanding project management, communications skills, and presentation skills</li><li>A strong understanding of digital marketing and content marketing best practices</li><li>Ability to effectively collaborate across the Marketing/Creative team and with business partners</li><li>Experience in marketing testing, measurement, report analysis and optimization</li><li>Ability to run multiple projects, identify risks and opportunities</li><li>Willing to take action to drive initiatives forward, challenge conventional thinking foster compelling dialogue and collaboration</li><li>Strong sense of urgency, integrity, purpose, and accountability of owning successes and failures</li><li>Exceptional organizational skills, consistently setting and meeting deadlines, prioritizing or re-prioritizing, and using outstanding judgement in engaging senior resources</li></ul><p><strong>Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>We are a passionate team of digital engagement and marketing technology professionals! We work closely with the segment and product marketing, sales, analytics, CRM, and technology development teams to drive brand awareness, digital engagement, differentiated digital experiences and quality leads for our relationship management and sales teams.</p>The base salary range for this position is $74,000-$117,000 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>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>Communication, Marketing

Manager, Integrated Digital Marketing

<h3>Job Description:</h3><p>The Role</p><p>The COE team builds and maintains tools for Fidelity’s 401(k) compliance services, including nondiscrimination testing, Form 5500, annual reporting, and contribution allocation services. We coordinate with clients to support them in annual 401(k) plan administration. We document, prioritize, and test stories for agile development by partners in WI Technology. Setup functional and regression testing, and communicate the results of system installs to our partners. We coordinate monthly reconciliation, set-up, launching and monitoring of more than 125,000 reporting campaigns. Sprint and Quarterly development planning, communication with business leadership, and ongoing monitoring and communication of status. Mitigate risk with incident management and install validation. We partner across various business units on modernization efforts in Communications, Process, and Technology.</p><p>The Expertise and Skills You Bring</p><ul><li><p>401(k) Nondiscrimination testing (NDT), Form 5500, or annual reporting expertise required</p></li><li><p>Bachelor’s Degree or equivalent experience</p></li><li><p>Experience working with program and project management</p></li><li><p>Experience with technology development lifecycles (Waterfall, Agile, Scrum)</p></li><li><p>Risk mitigation and analytical skills</p></li><li><p>Current ASPPA designation preferred</p></li><li><p>Experience with compiling and analyzing data preferred (examples: Excel, Power BI, SQL, Tableau)</p></li><li><p>Knowledge of NDT, Form 5500, annual audit, and 401(k) plan design</p></li><li><p>Ability to understand and apply regulatory updates such as SECURE Act to systems and procedures</p></li><li><p>Ability to develop business requirements for annual updates to NDT, Form 5500, and annual reporting systems</p></li><li><p>Experience with test case design and execution a plus</p></li><li><p>Lead projects and coordinate project contributors</p></li><li><p>Ability to summarize and clearly articulate complex issues, summarize key points, and communicate findings</p></li><li><p>Highly organized, detail oriented with outstanding follow-through</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p>The Team</p><p>Testing and Reporting Services (TRS) provides annual reporting and other services to more than 25,000 plan sponsors at Fidelity Investments. TRS’ services span several work streams: Plan Year End Summary (PYES), Form 5500, Employer Calculations &amp; Additional Testing (ECATs), Nondiscrimination Testing (NDT), and Customer Service. TRS produces more than 125,000 annual reporting campaigns which are provided electronically via our highly secure client portal – Plan Sponsor Webstation (PSW). This suite of reporting is the underpinning for our plan sponsor’s annual compliance related activity. Services we provide are provided to clients’ auditors and to governmental agencies such as the Department of Labor (DOL) or Internal Revenue Service (IRS). Our team manages Service Level Agreements and regulatory deadlines that must be met in order to avoid penalties and to maintain client satisfaction.</p><p>The TRS Center of Excellence (COE) team is a group of experienced analysts, project managers, and compliance experts who work with teams across TRS and Fidelity Workplace Investing on modernization efforts in Process and Technology.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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>

401K Compliance Project Manager

<h3>Job Description:</h3><p><strong>Dining Room Manager/Specialty Dining</strong></p><p><strong>The Role</strong></p><p>The Dining Room Manager is an experienced hospitality professional who manages reservations, oversees service, and ensures a pleasant atmosphere for our signature venues. This role is focused on providing exceptional customer service in an unobtrusive manner and the individual will have a passion for creating memorable experiences. Key responsibilities include training and supervising staff, liaising with the kitchen, managing the ambiance, and handling customer issues to maintain high service standards and guest satisfaction. The individual will be comfortable serving high-level Fidelity executives and external guests and is part of a team that is proud to create an exceptional food and beverage experience.</p><p><strong>Key responsibilities of the role include:</strong></p><ul><li><p>Oversee the daily operations of the front of house team – servicing breakfast, breaks, lunches and occasional receptions/dinners – ensuring the rooms run smoothly, efficiently and according to established service standards in partnership with the signature venue team</p></li><li><p>Supervise the waitstaff team on a daily basis, providing training, giving pre-service briefings, creating work schedules and motivating the team to deliver excellent service in a positive environment</p></li><li><p>Manage reservations, ensure booking accuracy and clearly communicate dietary restrictions with the culinary team</p></li><li><p>Report on volume of activity and projections</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p>You are a highly motivated individual who can multitask and enjoys a fast paced yet organized environment. You appreciate working on a customer obsessed team and are willing to share your own experiences and skill set, while also able to confidently work independently. You are detail-oriented with a desire to strive towards flawless execution. The manager is highly organized and able to balance both on the floor and desk responsibilities. While on the floor, you are experienced in table and buffet food and beverage service. You provide a pleasant, welcoming and memorable experience, and have discretion, poise, professionalism and patience. The ability to stay calm and provide actionable solutions to problems under pressure is paramount.</p><p>The manager will have a natural curiosity about food and beverage trends and collaborate with the Executive Chef and culinary team to ensure that special requests and dietary restrictions are accommodated in a thoughtful manner. </p><ul><li><p>High school degree is required, and a college degree is preferred</p></li><li><p>Experience in an upscale dining setting</p></li><li><p>Solid computer skills (Microsoft suite of products to include Outlook, Word, Excel and PowerPoint)</p></li><li><p>ServSafe Food, CPR Training &amp; Alcohol Certification preferred</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>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>

Dining Room Manager

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP 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 Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</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>

Planning Consultant - Durham, NC

<h3>Job Description:</h3><p><strong>Role</strong></p><p>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.<br> </p><p><strong>The Expertise and Skills We’re Looking For</strong></p><ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.<br><br> </li></ul><p><strong>Team</strong></p><p>The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - 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>

22,189 Full Time Jobs