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<h3>Job Description:</h3><h3>Principal Data Engineer in Workplace Investing </h3><h3><strong>Role </strong></h3><p>Fidelity's Workplace Investing Reporting and Analytics chapter is seeking a Principal Data Engineer to play a key role in improving and maintaining the Workplace Investing data warehouse which supports multiple key client applications including Reporting and Analytics.</p><p>This role is ideal for a developer who not only codes but provides design suggestions and recommendations. Works with technical partners, and assists developers and testers as needed. The role demands significant collaboration with members of various business and technology groups. Our engineering team is innovative, diverse, hardworking, and resolved. We work in a very dynamic agile environment.</p><h3><strong>Expertise in </strong></h3><ul><li>Bachelor’s Degree or equivalent experience in a technology related field (e.g., Computer Science, Engineering) required.</li><li>7+ years of hands-on experience in Data engineering, data warehousing and analytics technologies</li><li>10+ years of experience with Relational Databases in specific Oracle (Exadata preferred)</li><li>8+ years demonstrated experience with PL/SQL and complex queries</li><li>5+ years on Database Performance tuning and techniques</li><li>5+ years of demonstrated ability with ETL tools like Informatica and data movement design patterns</li><li>5+ years of experience with scheduling tools like Autosys or ControlM</li><li>3 + Experience in Shell scripting (K-Shell, Bash)</li><li>Design and development of data loading pipelines into databases to support reporting platforms.</li><li>Demonstrable understanding of data modeling and data structures</li><li>Experience with DevOps, Continuous Integration and Continuous Delivery</li><li>Your ability to collaborate with other technical and business minds across the firm.</li><li>Understanding of Technology Lifecycle management standard methodologies</li><li>Your experience in delivering projects in an Agile environment (Kanban and Scrum)</li><li>Good understanding of financial services specifically in the plan sponsor &amp; administration / Benefits &amp; record keeping area.</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Good technical design and analysis skill</li><li>Ability to deal with ambiguity and work in fast paced environment.</li><li>Superb interpersonal skills, both through written and verbal channels</li><li>Excellent collaboration skills ability to work with multiple teams in the organization.</li><li>Ability to understand and adapt to changing business priorities and technology advancements.</li><li>Solid understanding and technology trends in implementing business applications.</li><li>Phenomenal teammate and versatile</li></ul><h3><strong>Nice to have</strong></h3><ul><li>Solid understanding of Oracle database architecture and internals.</li><li>Experience with Python or/and Java</li><li>Experience with Power BI</li><li>Knowledge of Snowflake or any other DaaS (Data as a Service)</li><li>Experience with business intelligence and analytics tools such as OBIEE, PowerBI or Tableau</li><li>Experience in AWS, Snowflake, Airflow.</li></ul><p><strong>Company Overview </strong></p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in crafting and championing a work environment that attracts the best talent and reflects our dedication to our associates. We are proud of our <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value</strong> our associates for their outstanding perspectives and experiences. For information about working at Fidelity, visit <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">Fidelitycareers.com</a></p><p>Fidelity Investments is an equal opportunity employer.</p><p><strong>Dynamic Working</strong> <strong>Associates</strong> are expected to be in-person in the office, currently it is one week every other week in a month (bi-weekly) which could potentially change.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Principal Data Engineer

<h3>Job Description:</h3><p><strong>Please Note: We are unable to provide Visa Sponsorship for this role</strong></p><p><strong>The Role</strong></p><p>Fidelity Tax-Exempt Market’s (TEM) Product and Strategy Product Area is seeking an ambitious, client-obsessed team member who has a strong history of strategic planning and portfolio management. An associate who enjoys working collaboratively with others across the enterprise and who can inform decision-making and identify opportunities to deliver against key strategic initiatives critical to the long-term success of the TEM organization.</p><p>The role will require one to:</p><ul><li><p>Build effective business cases against lookahead efforts, inclusive of competitive implications, revenue and expense modeling, and/or understanding of key internal business priorities to identify and develop opportunities.</p></li><li><p>Develop TEM strategies and communicate them effectively to the teams responsible for developing and executing against them, including TEM Senior Leadership and key business stakeholders.</p></li><li><p>Effectively program manage to pull together information across a diverse set of individuals and teams, articulate the full story across multiple streams of work, and influence the prioritization of products/offerings/initiatives to ensure that TEM and its partners are delivering the most impactful work for our business.</p></li><li><p>Be curious and have a passion for the TEM business and its participants (mission-driven individuals in the Healthcare, Higher Education, or other skilled professions and non-profits) and the unique business opportunities they present.</p></li><li><p>Enjoy leading change and have a record of building strong working relationships with interpersonal skills, empathy, adaptability, and emotional intelligence.</p></li><li><p>Be a self-starter who is comfortable operating independently when needed.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Ability to be a strategic thought partner, using data and insights to help develop strategies to support senior leadership and business partner decision making.</p></li><li><p>Ability to balance big picture thinking about our market and industry with a get it done, execution-oriented attitude.</p></li><li><p>Keep a pulse on the market (e.g., Healthcare and Higher Education) to maintain knowledge of customer expectations, industry dynamics, and competitive trends.</p></li><li><p>Synthesize complex data from multiple, disparate sources and present analyses, relevant insights, and themes in a simple/clear way.</p></li><li><p>Oversee complex programs by tracking the status, dependencies, priority, and progress of that work, escalating items where necessary to leadership.</p></li><li><p>Ability to build credibility and trust with partners and stakeholders across the enterprise and influence without authority.</p></li><li><p>Excellent written &amp; oral communication skills and organizational skills</p></li></ul><p><strong>Knowledge/Industry Experience</strong></p><ul><li><p>Bachelor’s degree or equivalent with 10+ years functional experience, with focus on business strategy and/or program management.</p></li></ul><p><strong>The Team</strong></p><p>The TEM Product Area sits within the broader TEM organization and is a collaborative and dedicated team of passionate learners. This diverse group of business strategists, product specialists, and technologists is focused on exploring opportunities for Fidelity’s Tax-Exempt Market with senior-level visibility and support.</p><ul><li><p>TEM provides retirement plan services to plan sponsors and their employees at not-for-profit organizations (e.g., healthcare systems, colleges &amp; universities).</p></li><li><p>Our dedicated business unit includes client-facing associates (e.g., Relationship Managers, Communications Consultants, Financial Planners), strategy &amp; analytics teams, and product developers.</p></li><li><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p></li><li><p>Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<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, TEM Product and Strategy

<h3>Job Description:</h3><h3><strong>Senior Manager – Asset Management Accounting</strong></h3><h3><strong>Locations: Rhode Island, Boston</strong><br> </h3><h3><strong>The Role</strong></h3><h3>Learn, grow and build your career as a Senior Manager on the Asset Management ('AM') Accounting Team within Fidelity’s Corporate Accounting function, accountable for financial accounting and controllership to Fidelity’s Institutional Asset Management legal entities!</h3><h3>You will be responsible for performing monthly close processes and overseeing monthly close activities that support the Fidelity Institutional Asset Management legal entities. Additionally, you will various oversee the preparation of financial reporting including call reports, board presentations, and annual financial statements. You will also support the team’s various modernization efforts and projects on an ad hoc basis.</h3><h3>You will play a key role in the professional development of the accounting professionals on your team It will also be important for the Senior Manager to form relationships with accounting leadership, peers, central accounting functions (e.g., accounting policy, technology, etc.), billing and other support functions across the firm, and key vendors.<br> </h3><h3><strong>Required Experience, Leadership and Skills:</strong></h3><h3>· Bachelor's degree in Accounting / Finance or equivalent; CPA preferred</h3><h3>· 7+ years experience, Asset Management or financial services accounting preferred</h3><h3>· Ability to lead and develop team members</h3><h3>· Strong communication and social skills. Ability to influence business partners to achieve a desired business outcome. Make well-informed / reasoned decisions</h3><h3>· Maintain a strong control environment. Responsible for operational processes and internal controls to mitigate accounting and operational risks. Evaluate the results of management’s testing of controls performed by internal controls function</h3><h3>· Financial reporting experience. Prepare and review financial statements in accordance with U.S. GAAP</h3><h3>· Audit participation experience. Assist with all aspects of external audits of AM entities. Timely meet requests and provide support. Form relationship with external audit counterparts.</h3><h3>· Accounting operations experience. Timely work through operational issues impacting the accounting close and otherwise, as needed. Review and analyze legal entity results. Maintain documentation of significant related party transactions.</h3><h3>· Maintain an appropriate level of professional skepticism.</h3><h3>· Be change agent to propel the team forward. Identify, socialize and implement operational improvement opportunities. </h3><h3>· Build and maintain relationships with the controls program, the accounting policy function, and centers of excellence within Corporate Accounting, as well as key business partners including but not limited to AM finance, AM operations, corporate tax, and corporate treasury.</h3><h3>· Excellent written and verbal communications skills, including crafting presentations to communicate accounting results and other financial information.</h3><h3>· Be flexible. Be able to work on multiple areas/projects concurrently. Be willing to learn new skills</h3><h3>· Effectively use financial systems, reporting and teamwork tools (Oracle, Excel, Word, SharePoint, Power BI, etc.)</h3><h3>Certifications:</h3><h3>Category:</h3>Accounting<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>

Sr. Manager, Accounting

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>A proactive collaborator who is digitally innovative and a problem solver seeking an excellent opportunity to elevate our wealth planning applications. Seek a great teammate who is passionate about our Wealth offerings, dedicated to improving applications for our Fidelity Wealth customers.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><p>Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience</p></li><li><p>Knowledge of Fidelity Wealth Management offering, Wealth Solutions, and experience with Managed Accounts is preferred</p></li><li><p>Standout colleague with excellent communication, and project management abilities.</p></li><li><p>Experience identifying, and owning working with data to analyze, find opportunities, drive fact-based decision making, and measure results</p></li><li><p>Proficiency in an Agile way of working with experience collaborating and translating business requirements into action for designers and developers, including business acceptance testing, validation exercises, and release management.</p></li><li><p>Builds credibility and trust with diverse partners across varied business groups and understands how to influence without authority</p></li><li><p>Intellectually curiosity, with a continuous improvement approach, and models a culture of learning and coaching</p></li><li><p>Ability to balance business, operational, and technology needs with regulatory and audit requirements, collaborating and gaining agreement with Legal, Risk, and Compliance (LRC) as well as Audit (internal and external).</p></li><li><p>MBA, CFP or other related licenses or designations a plus</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>The Wealth SMA ( Separately Managed Accounts) &amp; Entity Profiling squad is a key part of the Wealth Implementation and Experience Product Area, within the Wealth Solutions Domain. This squad supports a suite of Wealth applications that our planning and service / operations associates use to deliver best in class planning experiences for our Fidelity Wealth clients. The team is a multi-functional group of individuals with product management, product delivery, content development, and platform expertise. A high level of collaboration with key partners across the Wealth Solutions domain, Investment Advisor Group, Investor Services, Strategic Advisers, Financial Solutions, Marketing, and Legal, Risk and Compliance is vital.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<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>

Consultant, Separately Managed Accounts

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Based in Boston, the Term Life Product Manager is a key member of the Fidelity Investment Life Insurance (FILI) growing product team that drives the product strategy, development and management of life insurance and annuity products to provide value to Fidelity customers. This role will oversee the full lifecycle of FILI’s digital term offering - lead product strategy, development and enhancement in collaboration with large and diverse cross-functional teams and external partners / vendors. The ideal candidate combines strategic and analytical thinking with deep domain knowledge in life insurance products and excels at influencing stakeholders across the organization. </p><p>Specific responsibilities include:</p><ul><li><p><strong>Product Strategy / Roadmap:</strong></p><ul><li><p>Collaborate with cross functional teams (Marketing, Technology, Actuarial, Underwriting, etc.) to define the vision and roadmap for Digital Term Life offerings (e.g. target customer, pricing strategy, channel strategy etc.) to achieve strategic objectives.</p></li><li><p>Maintain and clearly communicate Digital Term product strategy and roadmap, ensuring alignment with key stakeholders across the organization and driving execution of the roadmap.</p></li><li><p>Conduct market research and competitive analysis to identify user needs, assess market opportunities for product enhancements.</p></li><li><p>Facilitate cross functional effort (e.g. marketing, distribution and operations) to identify opportunities to improve the end to end digital customer experience</p></li><li><p>Partner with distribution to ensure alignment of target customer, value proposition, pricing strategy, and integration into the Fidelity ecosystem</p></li><li><p>Collaborate with Actuarial, Underwriting, Marketing to monitor competitive pricing, refine pricing strategy and execute on pricing updates.</p></li></ul></li><li><p><strong>Product Development: </strong></p><ul><li><p>Communicate product requirements and guide the Technology team and other key stakeholders to execute on product enhancements</p></li><li><p>Develop detailed product specifications, applications and regulatory filings in collaboration with product actuaries, compliance, underwriter, technology and cross-functional teams</p></li><li><p>Partner with FILI marketing and distribution team to set initial product sales goals, identify customer engagement opportunities to meet those goals and to create training and marketing materials for new products</p></li></ul></li><li><p><strong>Product Management: </strong></p><ul><li><p>Define, establish, maintain and publish sales reports and other key performance metrics for management reporting</p></li><li><p>Define, establish, maintain and analyze user data to measure the product's success and identify areas for continuous improvement.</p></li><li><p>Work with compliance and actuary as needed to ensure on contract and other filing documents are consistent with product specifications</p></li><li><p>Partner with Operations, Actuarial, Compliance etc. on maintenance of forms</p></li><li><p>Manage relationship with external vendors on data access &amp; updates</p></li><li><p>Collaborate with Marketing and Distribution on enhancements and growth initiatives for the product</p></li><li><p>Partner with Distribution to identify new integration opportunities across the Fidelity enterprise and potentially with external partners</p></li><li><p>Review and maintain product training materials and customer facing articles</p></li></ul></li><li><p><strong>Provide product expertise to support strategic initiatives:</strong></p><ul><li><p>Participate in the development of innovative product offerings for FILI’s overall product roadmap by contributing life insurance product expertise, customer perspectives, and industry market insights</p></li><li><p>Act as a Subject Matter Expert on Fidelity insurance-related initiatives related to term life insurance</p></li><li><p>Collaborate with diverse teams across Fidelity to support a variety of insurance related projects</p></li></ul></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>5+ years of experience in developing, launching, and managing life insurance products</p></li><li><p>Experience with retail Digital Term or other digitally distributed financial products is strongly preferred</p></li><li><p>Experience with UL, WL, and Group Life product development and product management is a plus</p></li><li><p>Strong strategic thinking, project management skills with experience influencing cross functional groups without authority</p></li><li><p>Self-starter - able to assess what work needs to be completed and how to get it done</p></li><li><p>Proven track record with building and maintaining positive relationships as you work collaboratively across teams</p></li><li><p>Strong communication skills, including the ability to communicate complex and technical concepts to stakeholders across different levels</p></li><li><p>Knowledge of financial services products, and the role of life insurance in financial planning</p></li><li><p>Ability to manage multiple competing priorities, proactively identify risks and execute risk mitigation strategies</p></li><li><p>Expert in Microsoft Excel and strong user of other Microsoft products</p></li><li><p>Bachelor’s degree required</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Outstanding opportunity to join a newly formed team at FILI. The growing FILI Product Team is a dynamic group that supports the development and management of new and in-market annuity and life insurance products to provide value to Fidelity customers. FILI provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death.</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, Term Life Insurance, Product Manager

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Senior Financial Analyst role is a member of the WI/FH Central Finance Team delivering impactful and insightful analysis to our business partners. You will be responsible for running our quarterly scorecard process, playing an active role in partnering with our Strategy &amp; Planning team to deliver insightful and meaningful analysis, and bringing a leadership mindset and critical thinking to the development of our routines and analytics. The analyses and insights delivered are critical components to drive business planning and ongoing decision making.</p><p>The Expertise and Skills you Bring</p><ul><li><p>A bachelor's degree in Finance, Economics, or equivalent; MBA or advanced degree a plus</p></li><li><p>5+ years of professional experience in Finance, Strategy or project management</p></li><li><p>Financial services experience; experience in benefits outsourcing (WI/FH) a plus</p></li><li><p>Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization</p></li><li><p>Intellectual curiosity and desire to understand and interpret information</p></li><li><p>Outstanding analytical and problem solving skills</p></li><li><p>Ability to working independently and drive a process to completion</p></li><li><p>Strong attention to detail and ownership for managing large quantities of detailed information with high levels of accuracy</p></li><li><p>Strong interpersonal skills</p></li><li><p>Ability to take initiative and seek creative solutions that challenge conventional approaches</p></li><li><p>Confidence to ask questions, provide guidance and interact with all associates and leaders WI / FH</p></li><li><p>Proficiency presentation tools (MS Excel, MS PowerPoint) and business intelligence tools (PowerBI)</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p>The Team</p><p>The Workplace Investing Central Finance Team collaborates with a variety of stakeholders including senior management, line finance and the strategy &amp; planning team to drive finance initiatives and deliverables across WI. The candidate will develop expertise in financial planning, executive support, management reporting, and drivers of growth. As a member of Central Finance, the candidate will also have multiple opportunities to lead or contribute to critical short- and long-term finance initiatives being managed by the team.</p><h3>Certifications:</h3><h3>Category:</h3>Finance<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Financial Analyst

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Schaumburg, IL

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - 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>

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