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<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Relationship Manager - Center Valley

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong>You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Bring</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Services Representative - Milwaukee, WI

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>Do you enjoy working in a team-oriented back-office environment while providing superior service? Are you someone that is motivated to help clients by processing their requests? In the OSG Money Movement role, you will use your skills to review requests to determine eligibility, risk, and other requirements needed to process transactions for our clients. </p><p><strong>Expertise and Skills You Bring</strong> </p><ul><li>2-3 years of brokerage operations or financial services experience preferred </li><li>Experience in transaction processing roles or related financial process preferred </li><li>Your creative and innovation skills come forward when trying to solve problems </li><li>You are flexible and can thrive in situations that allow for you to work both individually and as part of a team </li><li>Working knowledge of Fidelity applications preferred (FBSI, Xtrac, MyWorkspace) </li><li>Effective verbal and writing communication skills </li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>The Team</strong> </p><p>As an Associate on the Distributions team, you will be responsible for the accurate and timely processing of money/asset movement requests for client accounts. We support the various market segments which are part of the Fidelity Brokerage platform. When a client needs to move cash or securities from their account, for a variety of reasons, you will be the associate handling these requests within back office. You will have opportunities to build working relationships with internal business partners that assist in the re-registration or money movement processes. </p>The base salary range for this position is $39,000-$61,000 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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Senior Representative, Money Movement Distributions - Jersey City

<h3>Job Description:</h3><p>The Team:</p><p>Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.</p><p><strong>The Position</strong></p><p>The Asset Management Risk Vice President of Risk Operations supports general risk oversight for the Equity, High Income, Fixed Income, QRI, FAMS and SAI investment teams. There will be a strong focus on Alternative Product readiness, including Private Credit and Real Assets. This role will analyze data and controls to identify and measure risks, perform targeted data-driven risk assessments, and use data visualization tools to develop executive level risk management reporting. To successfully execute these responsibilities, the candidate will have experience managing both teams and projects. The candidate must have excellent interpersonal skills including but not limited to using influencing skills to achieve goals. The ideal candidate will have a demonstrated commitment and passion for risk management and will be a critical thinker with strong analytical skills who is able to prioritize and manage multiple projects and deliver high-quality work. This role requires someone who is hard working, results oriented and eager to learn.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Bachelor’s degree required MBA prefrerred</p></li><li><p>15 + years’ experience in financial services</p></li><li><p>Executive level presentation skills (e.g., PowerPoint)</p></li><li><p>Extensive project management experience</p></li><li><p>Experience managing teams</p></li><li><p>Deep understanding of global risk and compliance practices</p></li><li><p>In depth knowledge of data analysis techniques and visualization tools (e.g., Tableau), a plus</p></li><li><p>Experience with common data science tools &amp; languages, a plus</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>A self-starter skilled at operating autonomously to achieve results in a dynamic environment</p></li><li><p>Superb verbal and written communications skills</p></li><li><p>Strong data analysis skills with proven ability to query / analyze large data sets</p></li><li><p>Must thrive in a dynamic and fluid organization where priorities shift to respond to business needs</p></li><li><p>Enjoy sharing knowledge and expertise</p></li><li><p>Customer focused; outstanding relationship management and facilitation skills</p></li><li><p>Strong collaborator; able to develop and maintain effective working relationships</p></li><li><p>Ability to partner with and influence others across the organization to achieve objectives</p></li><li><p>Ability to build executive level presentations / visualizations</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Partner with the Asset Management business groups to evaluate risks and controls associated with the launch of new products, new and changing regulations and new operational requirements</p></li><li><p>Actively perform proactive and targeted data analysis to identify risks</p></li><li><p>Independently assess the design and operating effectiveness of controls</p></li><li><p>Strengthen real-time global resiliency response</p></li><li><p>Confidently escalate / communicate concerns with management</p></li><li><p>Perform ad-hoc quality control reviews of presentations / reports to ensure integrity of materials</p></li><li><p>Promote culture of experimentation to ensure continuously learning</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

VP, Asset Management Risk

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As a Director of Valuation Oversight in Asset Management’s Treasurer’s Office, you will be responsible for overseeing the pricing operations of the Fidelity Funds and monitoring operational controls. In this role you will support the development, implementation, and administration of valuation processes for the funds’ investments in private market strategies including equity, credit, and real assets. You will coordinate and oversee the activities of third-party service providers, external fund managers, and Fidelity’s internal pricing and bookkeeping agent Fidelity Fund and Investment Operations (FFIO). You will administer control functions, support testing of fair value methodologies, and coordinate the fair value determination process and related documentation. You will maintain valuation policies and procedures and recommend changes and updates as appropriate and necessary. You will think and work across Fidelity, partnering with the rest of the Asset Management Treasurer’s Office and collaborating with business partners in FFIO, Compliance, Risk, Technology, and the various Investment Divisions across the firm.</p><h3><strong>The Expertise</strong></h3><ul><li>A minimum of 10 years industry or equivalent experience</li><li>Bachelor’s degree in finance/accounting or equivalent. Graduate MS or MBA degree in finance/accounting a plus.</li><li>Subject matter expertise of technical accounting standards and generally accepted valuation methods for complex and alternative investment classes (e.g., private equity, direct loans, real estate, fund-of-funds)</li><li>Prior experience preparing and/or auditing security valuations a plus</li><li>Knowledge of operational risk management and internal controls, governance, and oversight processes</li><li>Advanced, working knowledge of MS Excel and MS Access</li><li>Collaborative working style, willingness to roll up sleeves and tackle complex problems</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Motivated initiative-taker with the ability to work independently</li><li>Ability to apply sound judgment to spot issues, assess risks, and identify items requiring attention</li><li>Unwavering commitment to accuracy, quality, and completion of tasks</li><li>Possess excellent organizational, operations, and project/process management skills</li><li>Highly proficient verbal and written communication skills and strong presentation capability</li><li>Advanced excel skills and experience developing light automation solutions</li><li>Possess strong research and analytical skills</li><li>Ability to make and effectively communicate decisions</li><li>Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities</li><li>Ability to explain valuation concepts to diverse audiences</li></ul><h3><strong>The Team</strong></h3><p>The Asset Management Treasurer’s Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Director - Valuation Oversight, Asset Management Treasurer’s Office

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This Business Analyst role will partner with a product lead to translate customer and business needs into actionable solutions, partner with stakeholders and teams to ensure products deliver maximum value. With a holistic understanding of the digital product, their role is defined by the following responsibilities essential for successful outcomes:</p><ul><li>Requirements Gathering &amp; Analysis,</li><li>User Stories and Acceptance Criteria</li><li>Legal, Risk, and Compliance Review and Approval</li><li>Testing and Validation</li><li>Customer Rollout Strategy, Planning, and Execution</li><li>Customer Data and Feedback Analysis and Reporting</li></ul><p>In this role, you will be aligned to a Fidelity Digital Security team focused on supporting Customer Authentication. You will help support the ability of Fidelity customers to access Fidelity’s digital products using trusted and protected paths. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact.</p><p><strong>The Skills and Expertise You Bring</strong></p><ul><li>Bachelor's degree required</li><li>8+ years of business analysis experience delivering customer or associate focused digital solutions of high value</li><li>Having financial domain knowledge is a plus</li><li>Having Digital Security/Authentication experience is a plus</li><li>Client-obsessed with a passion to solve challenges through a data driven approach.</li><li>Experience working in an agile team required</li><li>An affinity for technology and stay up to date on industry innovations</li><li>Able to identify dependencies across cross functional teams.</li><li>You employ strong story telling skills, conveying the vision and impact of digital solutions using data and visualization</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Principal Business Analyst

<h3>Job Description:</h3><p><strong>The </strong><strong>Expertise</strong><strong> We’re Looking For</strong></p><ul><li>Degree or equivalent in Computer Science, Information Technology or related discipline.</li><li>5+ years Software Quality Engineering and Automation experience.</li><li>Strong understanding of QE methodology and the Software Development Lifecycle.</li><li>Experience in building and maintaining automated test frameworks and testing.</li><li>Good level of SQL and database and data warehouse knowledge.</li><li>Experience with ETL and ELT development is required</li><li>Familiarity and good understanding of Data Models - relational and dimension models are required</li><li>Experience with multiple database technologies required and Snowflake desired</li><li>Good understanding of reporting tools such as Tableau, OBIEE, etc. is a plus</li><li>Programming experience is preferred with Python, or Java desired</li><li>Solid experience with test automation tools and frameworks such as BDD, pandas.</li><li>Experience with AWS cloud technology, Airflow DAG and Data pipeline knowledge is a plus</li><li>Experience with CI/ CD and software version control</li><li>Ability to contribute to the QA automation strategy for our applications.</li><li>Experience with requirement analysis, defect tracking, coordinating with team members in different locations, and test reporting and signoff.</li><li>Experience working in an agile scrum development environment.</li><li>Financial Services experience preferred, but not essential.</li></ul><p><strong>The </strong><strong>Skills</strong><strong> You Bring</strong></p><ul><li>Must have a solid technical background of solving problems and identifying root cause.</li><li>Must have excellent written and oral communication skills.</li><li>Must be able to communicate effectively to the tech lead, team members and the squad/ chapter lead</li><li>Should possess an open mindset, help team grow and a quick learner in case of new technologies</li></ul><p><strong>The </strong><strong>Value</strong><strong> You Deliver</strong></p><ul><li>As part of a scrum team, you will:</li><li>Actively participate in the development process through designing, writing and maintaining application features and automated tests including unit tests, functional tests and end-to-end regression tests.</li><li>Use your knowledge of development and testability to build better software, promoting excellent software engineering and bug prevention strategies to produce software and automation test suites that are scalable and maintainable.</li><li>Oversee quality inspections of test and development and the corresponding audit artifacts within the team.</li><li>Write automated / manual test cases to encompass the acceptance criteria in a user story.</li><li>Log defects detected by the test cases and co-ordinate prioritization.</li><li>Facilitate reviews of test cases with your scrum team to ensure that all paths are covered by the tests.</li><li>Collaborate with team members on improving test coverage, release velocity and production health.</li><li>Reproduce, debug, and isolate problems and verify fixes.</li><li>Share your expertise in Software Quality Engineering across the software team and assist your fellow team members to upskill in testing and automation.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Senior Software Engineer in Test

<h3>Job Description:</h3><p><strong>Business Solutions Architect, Director</strong></p><p><strong>The Role</strong></p><p>Do you enjoy collaborating across Business and IT teams? Is connecting the dots to help others see the big picture one of your superpowers? As a Business Architect in Fidelity’s Wealth business unit, you will provide the glue that connects business objectives and strategy to capability roadmaps. You will get to use your expertise to bring clarity and help assess, evolve, and govern our capability portfolio. This role will enable you to partner with business leaders, capability owners, and architects to drive common understanding of business initiatives and assess and prioritize capabilities. You will have the opportunity to work with a diverse group of experts across many functional and technical domains.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>MBA or Degree in Business, Finance, Information Systems, or Engineering preferred</li><li>3+ years’ experience as a Business or Enterprise Architect</li><li>Generating and maintaining artifacts such as capability models, heatmaps, maturity and health assessments, roadmaps, value chains and streams</li><li>Modeling end-to-end business processes and flows, crafting customer journey maps</li><li>Integrating domain knowledge with business strategy, customer and internal associate perspectives to provide a multidimensional view of a problem domain</li><li>Performing maturity and health assessments of capabilities as well as capability roadmap assessments</li><li>Assisting capability owners and architects in designing and maintaining capability roadmaps</li><li>Provide direction and clarity on how the business capability landscape should evolve to support business goals and strategies</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Providing traceability by connecting Fidelity and PI objectives to business capabilities and identifying metrics that enable governance and transparency</li><li>Helping articulate, govern, and evolve the realization of PI’s business capabilities to align with business objectives, goals, and strategy</li><li>Mapping business capabilities to platforms, systems, and services and identify unnecessary complexities, dependencies, and duplication</li><li>Working with solution and domain architects to provide business architecture artifacts and input to inform solution designs</li><li>Participating in planning of business initiatives to drive common understanding and align business outcomes to platform and capability roadmaps</li><li>Driving conversations with business leaders and capability owners to detail current and target state capabilities relative to business goals and strategies</li></ul><p><strong>The Team</strong></p><p>Fidelity’s Wealth business unit supports experiences, operations, business capabilities, and technology platforms that enable our Retail customers to be financially successful. The cross-domain architecture team works across Wealth’s functional domains with architects, technology leaders, and business capability owners. The team’s mission is to help drive simplicity, agility, and scale through the effective use and intentional evolution of PI’s platforms and capability portfolio. You can help the team accomplish this mission by applying a holistic, cross-domain perspective to capability alignment, governance, and end-to-end solution design.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Director, Architecture

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As a Scrum Master you blend deep scrum expertise with a passion for mentoring and coaching, and constant improvement. As part of a highly collaborative squad you will advise, mentor, coach and train on performance against agile values, practices and processes to accelerate squad value delivery. In partnership with the squad leader you will maintain a backlog, help to remove impediments and facilitate agile events such as the daily scrum meeting, sprint planning, backlog refinement and retrospectives. You will have responsibility for release management coordination and participate in scaling events and activities as you manage interdependencies across squads and product areas. You will examine and drive team performance through metrics and find opportunities for the squad to fully realize the benefits of working in an agile structure.</p><ul><li><p>Working collaboratively with up to two squads and chapter leaders to enable delivery of the squad's mission through well-executed sprints</p></li><li><p>Accelerating overall squad performance, efficiency and value delivered by engaging within and across squads to find opportunities to improve agile maturity and metrics, and providing coaching, training and resources</p></li><li><p>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</p></li><li><p>Managing, coordinating logistics for and participating in agile events (e.g., backlog prioritization, sprint planning, daily meetings, retrospectives and as appropriate, scrum of scrum masters)</p></li><li><p>Supporting adoption, and consistent use of enabling tools (e.g., Jira, Jira Align, Miro, MS Teams)</p></li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>Bachelors Degree or Comparable Military Experience</p></li><li><p>Certified Scrum Master / Advanced Certified Scrum Master Preferred</p></li><li><p>Jira experience a plus</p></li><li><p>Experience working as a scrum team member preferred</p></li><li><p>At least 5+ years’ experience in Agile environment, Scrum Master experience preferred</p></li><li><p>Financial services experience preferred</p></li><li><p>Excellent communication and people-interaction skills and ability to rapidly build trust and positively influence others at all levels of the organization</p></li><li><p>Demonstrate a continuous improvement approach</p></li><li><p>Proven change agent capable of coaching agile practices to teams and individuals from across different functions, experiences and locations as they work through new and unfamiliar situations.</p></li><li><p>Effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerate customer delivery</p></li><li><p>Intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><br><strong>The Team</strong></h3><p>You will support one or more cross-functional squads, engaging with all team members and the Squad Leader to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. The squads are located in IWMS Data Externalization product area. </p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Scrum Master - Institutional Wealth Management Services

<h3>Job Description:</h3><h3>The Role</h3><p>The Director, Strategy and Planning is a cornerstone role on the Abandoned Property and Legal Operations Team. The Director will collaborate with Abandoned Property and Legal Operations Leadership and our business partners to develop our strategy, identify and track our key initiatives and priorities, and measure our progress. The Director will be responsible for end-to-end data management, including data accuracy, and the creation and maintenance of new and existing reports to support the needs of the business. The Director will use data to build compelling storylines and visuals to inform our team, our leaders, and our business partners, and to promote effective decision-making. This role is strategic and analytical, and it will balance strategic planning and oversight with execution of critical tasks.</p><p><strong>Strategy and Planning:</strong> As Director, you will lead the strategic planning process to establish team priorities and ensure organizational alignment. You will facilitate KPI development to measure the team’s progress toward goals, provide visibility into the team’s deliverables and outcomes, and drive accountability across the team. You will work across Abandoned Property, Legal Operations, and our business partners to develop and track shared KPIs, and to measure the cross-Fidelity impact of our business. Additionally, you will manage business reviews, capacity planning, budgeting exercises, and all-associates meetings.</p><p><strong>Data Analytics and Reporting: </strong>You will use data analysis and visualization tools to synthesize data and trends, develop actionable insights, build storylines, and craft presentations that inform key decisions and tackle business problems. You will provide analysis to measure and evaluate the performance of the business and distill results for senior management-level reporting. You will create data management policies and implement best practices to ensure data integrity and to empower a data-driven culture. You will collaborate with partners across the business, analytics, and technology to deliver analytics solutions, including the potential build of a data warehouse.</p><p><strong>People Manager</strong>: You will manage a small team, providing leadership, coaching and development to your associates.</p><h3>The Expertise and Skills You Bring</h3><ul><li><p>8+ years of proven experience in data analytics, finance, strategy, and/or management consulting</p></li><li><p>Experience directly managing and coaching associates</p></li><li><p>Strong knowledge of financial, reporting, presentation, and data visualization tools, including PowerPoint, Excel, Tableau, PowerBI, and ThinkCell</p></li><li><p>Passion and a sense of purpose that inspires and motivates those with whom you work</p></li><li><p>Outstanding written and verbal communication skills, including the ability to represent complex concepts in a clear way and to develop compelling and impactful presentations</p></li><li><p>Confidence, professional maturity, and presence to work independently and to collaborate well across all levels of the organization</p></li><li><p>Solid understanding of data and database concepts, tools, and technologies</p></li><li><p>Ability to break down sophisticated data in well-structured analyses and synthesize key points</p></li><li><p>Unmatched organizational and prioritization skills, and meticulous in detail</p></li><li><p>High degree of ownership and accountability for results, and ability to take initiative, learn quickly, and think independently</p></li><li><p>Desire to seek creative solutions that challenge the conventional approach</p></li><li><p>Ability to build trust and credibility with peers, senior leaders, and business partners</p></li><li><p>Series 7, 24, or 99 a plus</p></li></ul><h3>The Team</h3><p>The Director of Strategy and Planning reports to the Vice President of Abandoned Property and Legal Operations. The Abandoned Property team and the Legal Operations team sit within Fidelity’s Enterprise Services Compliance Team. Both teams directly impact Fidelity’s customers and their experience with our firm. The Abandoned Property team is responsible for firm-wide adherence to abandoned property rules and regulations, managing abandoned property multi-jurisdictional examinations, ensuring the timely reporting of abandoned property for multiple businesses and legal entities, and partnering with the business to find and engage lost or inactive customers. The Legal Operations team responds to legal inquiries for customer accounts, including court orders (e.g., garnishments, guardianships, beneficiary disputes), subpoenas, levies, and class action cases.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

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