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<h3>Job Description:</h3>The RoleThe 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.The Expertise and Skills You Bring<ul><li>401(k) Nondiscrimination testing (NDT), Form 5500, or annual reporting expertise required</li><li>Bachelor’s Degree or equivalent experience</li><li>Experience working with program and project management</li><li>Experience with technology development lifecycles (Waterfall, Agile, Scrum)</li><li>Risk mitigation and analytical skills</li><li>Current ASPPA designation preferred</li><li>Experience with compiling and analyzing data preferred (examples: Excel, Power BI, SQL, Tableau)</li><li>Knowledge of NDT, Form 5500, annual audit, and 401(k) plan design</li><li>Ability to understand and apply regulatory updates such as SECURE Act to systems and procedures</li><li>Ability to develop business requirements for annual updates to NDT, Form 5500, and annual reporting systems</li><li>Experience with test case design and execution a plus</li><li>Lead projects and coordinate project contributors</li><li>Ability to summarize and clearly articulate complex issues, summarize key points, and communicate findings</li><li>Highly organized, detail oriented with outstanding follow-through</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamTesting 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.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.<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost 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.

Fidelity Investments

401K Compliance Project Manager

The Team: The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution. The Role: In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience. The Expertise We Are Looking For: <ul> <li>Bachelor’s Degree required </li><li>5+ years client service or client/vendor relationship management experience </li><li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus </li></ul> The Skills you Bring: <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections. </li><li>Strong experience advocating for the needs of clients. </li><li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business. </li><li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients. </li><li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity. </li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business. </li></ul> The Value you Deliver: <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations. </li><li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients. </li><li>Provide clear and timely follow-up to all client questions and concerns. </li><li>Define, refine, and communicate the progress of the initiative to Fidelity team members. </li><li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process. </li><li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures. </li></ul> How Your Work Impacts the Organization Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients. Company Overview At Fidelity, we are passionate about 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 creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity TalentSource

Program Manager

The Role Do you like to tackle problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and are encouraged to be constantly innovating? Do you enjoy math and Excel, and do you have the drive to be consistently improving to help participants? Under minimal supervision, the Senior Pension Administrator will be responsible for accurate and timely processing of moderate to high complexity calculations and/or transactions in a multi-client environment. They learn to execute employee information and financial transactions on several Fidelity systems within each client’s respective database. The Senior Pension Administrator interacts with many different groups within Fidelity and is a key contributor to the team environment and overall effective services provided to Fidelity’s client base. This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work. The Team You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! The Expertise You Have <ul> <li>Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience </li><li>Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role. </li></ul> The Skills You Bring <ul> <li>Strong math, analytical and intuitive skills. Ability to build calculation tools </li><li>Motivated and committed to precision; positivity and “can do” work ethic </li><li>You're a great teammate, and meet individual timeliness and accuracy goals </li><li>Ability to adapt to an evolving environment </li><li>Strong organizational skills and attention to detail </li><li>High integrity and discretion to ensure the confidentiality of sensitive client data </li><li>Demonstrate initiative in solving problems and implementing solutions </li><li>Ability to work independently </li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word) </li><li>Strong communications skills </li></ul> The Value You Deliver <ul> <li>Play an integral role servicing existing and new clients in defined benefit retirement plan administration, including a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time critical environment </li><li>Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards </li><li>Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows </li><li>Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools. </li><li>Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates </li><li>Contact participants to explain calculations or resolve participant/client related issues. This could be by phone or letters and forms </li><li>Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert </li><li>Manually calculate and review pension benefits for plan participants </li><li>Support the monthly testing of various systems upgrades and releases </li><li>Participate in special departmental projects </li></ul> How Your Work Impacts the Organization You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! Company Overview At Fidelity, we are passionate about 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 creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Pension Administrator

Fidelity TalentSource is currently seeking top candidates to serve Fidelity as a Security Representative. This position is a contract position and is located in Kentucky Are you a motivated, dedicated professional looking to make a change over to a career that promises significant growth? Working as part of a team, you will play an integral role in creating peace of mind for Fidelity and its customers by protecting company assets, minimizing risk, and ensuring overall safety at a variety of locations. This is not a typical “security guard” position, and no prior security or law enforcement experience is required. We will train you to actively patrol and respond to breaches and other threats against the firm, as well as acting as a first-responder in emergency situations. This contract role is also an entry point to positions throughout Fidelity, with a diverse range of advancement opportunities, not only within the division, but also to non-security careers such as a Financial Representative. If you are ready for a rewarding new challenge with a global financial leader, and if you meet our qualifications (including a full background check), then we want to talk with you. Contact us today! Job Requirements As a Security Representative, you must be motivated, engaged, ambitious, and looking to build a long-term career. This is not a desk job, and you must be prepared to work as part of a team, acting quickly and expertly as you respond to urgent, potentially stressful situations. You must also display excellent verbal and written communication and interpersonal skills as you will interact with a variety of department managers and staff in addition to external visitors. Please note: Hire for this position is contingent upon successful completion of a thorough background check, including criminal, credit and education history, previous work experience/references, and a drug screen. Specific qualifications for the role include: · 2 years’ experience in a role requiring solid interpersonal skills · Ability to spend periods of time walking or standing at a fixed post · Ability to perform first-responder rescue activities involved with medical or facility emergency situations · Knowledge of basic first aid and CPR, or the ability to acquire such knowledge through training · Knowledge of basic physical security techniques and principles, or the ability to acquire such knowledge through training · Ability to present a neat, clean, non-threatening appearance and professional demeanor · Ability to demonstrate poise and self-control under stress · Basic computer proficiency · Dedication to excellent customer service · Good analytical skills · Availability to work a flexible schedule, including days, nights, or weekends · Some college, preferred; bachelor’s degree or equivalent, a plus; criminal justice degree, a plus

Security Officer

<h3>Job Description:</h3><h3>Senior Full Stack Engineer</h3>The RoleAre you interested in serving the needs of millions of customers by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions? Our chapter comprises teams that work on a wide range of applications and platforms like <a href="http://fidelity.com/" target="_blank">Fidelity.com</a>, NetBenefits.com, Fidelity Mobile and Investor Centers. We're looking for product-aware engineers who are passionate, inquisitive, and responsible individuals to help us on our mission to deliver the best omni-channel experience to our customers. Our teams build and contribute to Fidelity’s digital presence. As a principal software engineer, <ul><li>you will help us build the omni channel user experiences and the underlying platforms needed to support our digital presence. </li><li>You’ll work on building entire features, taking these from concept to deployment, as part of our autonomous, cross functional teams. </li><li>You'll have the opportunity to contribute ideas to improve our products as well as develop your skills, learn new technologies and languages, and continue to learn. </li><li>We're looking for highly motivated individuals who work well in a collaborative, iterative, and fast-paced environment.</li></ul>The Expertise and Skills You Bring <ul><li>Proven expertise in architecting, developing multi-tier internet facing web and mobile applications, APIs.</li><li>Expertise in developing detailed technical specifications, architecture for complex systems.</li><li>Proven expertise in mentoring engineers, managing technology roadmaps and facilitating collaboration across technology partners.</li><li>Designing, developing, and maintaining Node JS, and/or Java/JEE based web applications in a fast-paced Scrum environment.</li><li>Design and Development of front-end solutions using JavaScript, Typescript, CSS, HTML &amp; Browser Developer tools</li><li>Designing and implementing continuous JS environments using Webpack, Grunt, Gulp, etc</li><li>Effectively employ DevOps, Automated Testing and Continuous Delivery using technology such as Groovy, Jenkins, Concourse.</li><li>Your hands of experience working with package management using Node.js, NPM, Express</li><li>Problem solving, troubleshooting, performance turning, production support, and maintenance of existing APIs.</li><li>Your confidence to employ previous experience of Automation Tools/Frameworks (Mocha, Jasmine, Selenium, Protractor, Cypress)</li><li>Your advanced Git skills and respective branching strategies.</li><li>Your experience with API Design &amp; Development and Microservice Architecture.</li><li>Your knowledge of HTTP based APIs, Networking and how the internet works.</li><li>Your knowledge of asychrony (Promises, Observers, Event Loops)</li><li>Your exposure to native mobile development on iOS and/or Android.</li><li>Your knowledge of Swift and/or Kotlin developing native applications on iOS and/or Android.</li><li>Your confidence to employ modern SPA frameworks (Angular, React, Vue).</li><li>You’re not intimidated by Visual Design &amp; Rapid Prototyping.</li><li>Using business knowledge to translate the vision for divisional initiatives into business solutions by developing complex or multiple software applications and conducting studies of alternatives.</li><li>Playing a key role in resolving technical roadblocks involving multiple technologies.</li><li>Analyzing and recommending changes in project development policies, procedures, standards, and strategies to development experts and management.</li><li>Establishing full project life cycle plans for complex projects across multiple platforms.</li><li>Participate in iteration planning to maintain velocity and deliver quality each sprint.</li><li>Ensuring code reviews, unit testing, and integration testing are completed efficiently and effectively.</li><li>Helping to coordinate the delivery of technical components across internal/external technical teams.</li><li>Providing technical leadership and mentoring to more junior team members.</li><li>Contributing to process-improvement initiatives in an effort to maximize velocity for the product team.</li><li>Bachelor’s degree in computer science, Information Science, Mathematics, Physics (or equivalent)</li></ul>The TeamWe believe that diversity in background and experience will foster an inclusive and engaging work environment for our employees. This ultimately enables us to deliver a better product for our customers.Being technically competent is only telling half the story. We believe that delivering the best possible customer experience requires an artful blend of human ingenuity and technology. While we value smart technologists, we are fanatics about our culture that promotes autonomy and leadership at all levels.People who are great cultural fits demonstrate curiosity to learn, are unafraid to break things, step up and take the lead, take ownership of their projects, and thrive by sharing knowledge and demonstrating our core pillars.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost 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 Software Engineer (Angular, NodeJS, JavaScript)

<h3>Job Description:</h3><h3>The Role</h3>We are seeking a leader who is passionate about planning and construction. Are you ready to work in a fast-paced, innovative environment? If so, we want to hear from you!The Senior Project Manager (SPM) is a significant member of the Project Delivery Team! The SPM provides project and regional support for Fidelity Investments Real Estate. The SPM manages and coordinates various sized real estate projects through all phases of design, permitting and construction in the Midwest Region. Providing proactive, forward-thinking leadership for their projects by actively handling project workload, The SPM connects various team members, provides organizational context/standard processes, finds new ways to improve project delivery, and crafts team development opportunities. The SPM operates as the principal project representative, working collaboratively with Fidelity service providers, external vendors, project stakeholders and regulatory agencies, such as building code and inspection officials.In this role, you are accountable for the coordination of scope, schedule and budget and allocation of resources and project delivery standards for all assigned projects. You will develop, monitor, measure and forecast program level budgets for all projects within an assigned portfolio, and will lead complex project delivery through programming, design, construction and occupancy in accordance with Fidelity Real Estate design and engineering guidelines.The Expertise and Skills You Bring A bachelor’s degree in architecture, interior design, engineering, or construction; a graduate degree in a business, finance, management, real estate and/or construction management is preferred or equal experience in the industry.<ul><li>5-10 years of experience leading design and construction teams and a passion to deliver projects at fast pace in a demanding environment.</li><li>Proficiency in Microsoft Office software (Word, Excel, PowerPoint, Outlook). Experience in CAD, InDesign, Illustrator or Bluebeam is a plus. PMP Certification is preferred</li><li>In-depth knowledge of construction, including site, ground up, interiors, mission critical and technology focused projects.</li><li>Ability to build and deliver a project plan - build, monitor, and communicate project schedule and budget; identify, communicate and mitigate risk; identify, validate assumptions; and assess and control quality.</li><li>A keen sense of ownership, accountability, and urgency, demonstrating initiative, dedication, strong work ethic and ability to maintain a high level of confidentiality</li><li>Familiarity with standard industry contracts (AIA documents) and certifications (LEED/ISO), standard project processes and durations, standard building engineering, operations and technology processes and infrastructure.</li><li>Ability to prioritize tasks and make sound decisions by soliciting input from others and considering tradeoffs and develop cogent reporting with relevant analysis and reasoning to leadership as needed.</li><li>Ability to communicate professionally, with tact and diplomacy, to represent Fidelity appropriately. Must demonstrate interpersonal awareness, recognizing impact on others and adapting to be effective in different situations.</li><li>Comfortable adapting to new and changing business areas and taking initiative to drive projects forward and deliver value in a sophisticated, cross-functional working environment</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units within the US and internationally. Our philosophy is customer-centric - everything we do focuses on delivering solutions that meet the needs of our customers at all levels. We run more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, two data centers and more than 200 retail investor centers.The Delivery team is responsible for best in class, on time and on budget Real Estate project deliver that reflects the Fidelity brand for our associates, visitors, and clients.<h3>Certifications:</h3><h3>Category:</h3>Real EstateMost 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 Manager Real Estate Delivery Team

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>What to expect…</h3>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. 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.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.<h3>The Skills You Bring</h3><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><h3>The Value You Deliver</h3><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><h3>Our Investments in You</h3>Our benefits 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, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, 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.

Workplace Planning Associate - Covington, KY

<h3>Service Model Design &amp; Transformation – Contingent Team Member</h3> Fidelity Wealth was established to bring us closer to our customers, tighten our focus on unique segments, and enable us to capitalize on new growth opportunities. The Wealth Distribution Service Model Design &amp; Transformation team’s role is to design, test, and implement solutions that deliver on our organization’s strategic initiatives and improve the client and associate experience. In this assignment, you will act as a member of a Design &amp; Transformation Team using scrum / agile, design thinking, process improvement methods to test solutions in the field. You will have the opportunity to drive outcomes that improve the associate and customer experience, go beyond your area of expertise, and build new skill sets while working in a challenging, fast-paced environment. <h3> The Expertise You Have</h3> <ul> <li>An understanding of financial services/wealth management industry preferred </li><li>Consulting, design thinking, transformation, and/or project management experience highly desired </li><li>Ability to gather, analyze, and synthesize data to generate insights and new solutions </li><li>Ability to design and create effective executive presentations including slide decks, infographics, and storytelling visuals </li><li>Creative thinker with strong execution capability </li><li>Ability to work as a member of a team, and to engage multiple stakeholders across a complex and highly matrixed organization, working across all levels of the organization, including senior leadership </li></ul> <h3> The Skills You Bring</h3> <ul> <li>Proven ability to collaborate in a fast-paced, complex business environment </li><li>Strong executive presence and effective communication skills </li><li>A passion and aptitude for gathering information and exploring possibilities </li><li>Experience working and interacting with individuals of all levels and disciplines </li><li>Organized, with a history of achieving goals </li><li>Strong data and analytical skills </li><li>You have a growth mindset, value learning from different perspectives, and have demonstrated the ability to break down barriers and assure team effectiveness </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Learning and incorporating Agile methodologies and events into daily work </li><li>Daily participation in Sprint activities, including; Customer/Associate based story building/sizing/completion, executing &amp; collecting experiment learnings, gathering input to inform go/no go decisions, retrospective reflection of how work is getting done </li><li>Defining outcomes with the Team Leader(s) and Team Members, one Sprint at a time </li><li>Building practical measurement plans to test and learn new solutions </li><li>Implementing solutions in the organization and facilitating change management </li><li>Regular engagement with our broader system of work to create understanding, generate new ideas and break down barriers to improving outcomes </li><li>Cross-training and supporting other Service Model Design &amp; Transformation Teams and Team Members as needed </li></ul> 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.

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/gdqhbgnn/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30pm EST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceMost 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.

Financial Customer Associate - Covington

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Customer Support Representatives, also known as Financial Customer Associates (FCA) in our Covington site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/gdqhbgnn/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30pm EST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceMost 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.

15 Full Time Jobs in Kenton County