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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>We are seeking a detail-oriented and proactive Special Situations Coordinator to support the coordination and execution of corporate actions across our High Yield and Private Equity investment teams. This role acts as a critical bridge between front-office investment professionals and operations, ensuring seamless communication, timely processing, and accurate reconciliation of complex corporate action events.<br><br>You will serve as the central point of contact for special situations involving restructurings, tenders, exchanges, conversions, recapitalizations, and private placements. The role involves daily coordination with investment teams, brokers, custodians, and legal teams to manage time-sensitive and often nuanced transactions.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree in Finance, Accounting, Economics, or a related field</li><li>5+ years of experience in investment operations, corporate actions, or related functions</li><li>Familiarity with High Yield and/or Private Equity investment structures and workflows strongly preferred.</li><li>Strong collaboration and communication skills to effectively coordinate with both internal and external stakeholders</li><li>Ability to manage multiple complex events simultaneously with strong organizational and prioritization skills</li><li>Attention to detail and a strong sense of accountability in managing high-value events</li><li>A continuous improvement mindset, with experience identifying process gaps and driving automation or documentation enhancements</li><li>High level of initiative and ability to work independently in a fast-paced, dynamic environment</li></ul><p><br><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><strong>The Team</strong></h3><p>You will join the Global Corporate Actions team, a highly collaborative and experienced group that supports investment teams by ensuring accurate and timely execution of all corporate action events. Within this group, you’ll focus specifically on high-impact special situations, working closely with portfolio managers, legal teams, custodians, and counterparties. This team is known for its ability to navigate complexity, deliver under pressure, and support critical investment outcomes through operational excellence and coordination.<br><br>The Corporate Actions team operates in a culture of accountability, transparency, and continuous improvement, and plays a vital role in enabling investment success through operational precision.</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><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

Global Corporate Actions Manager - Fidelity Fund and Investment Operations

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The FI Organization is seeking a Lead ETF Specialist with tried subject matter expertise in capital markets, ETF solutions, business development, and the competitive landscape. The specialist acts as an extension of our investment and product teams acting as the client facing ETF solutions authority representing our investment capabilities to our intermediary clients. In this role you will support all channels including broker-dealer, RIA, banking, and insurance. The specialist will develop new prospective firms and advisors, while also working alongside field wholesalers to generate strong sales lift from our existing clients and prospects. Lastly, the candidate will collaborate with asset management to influence our product roadmap, develop messaging, and core content to support the continued growth of Fidelity’s ETF business.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree required. MBA or equivalent graduate degree a plus</p></li><li><p>CFA preferred</p></li><li><p>10+ years of sales or product experience with significant experience with ETF’s</p></li><li><p>Series 7 and 63 licenses required</p></li><li><p>Maintains excellent communication, presentation, and interpersonal skills</p></li><li><p>Must have in depth knowledge of Fidelity and competitive products</p></li><li><p>Excellent time management and organizational skills are critical to success</p></li><li><p>Validated ability to successfully build and be a great partner within the intermediary channel</p></li><li><p>Confirmed ability to implement and apply needs-based selling techniques and strategies</p></li><li><p>Marketplace credibility to represent the investment process as well as the overall Fidelity organization most effectively in client, consultant, and industry conference speaking engagements</p></li><li><p>Capital market perspectives that influence investment solutions</p></li><li><p>Lead on and off platform sales discussions with home office gate-keepers, advisors, and consultants</p></li><li><p>Track record of successful client interaction and follow-up is required</p></li><li><p>Ability to build internal partnerships and relationships in a team environment</p></li><li><p>Ability to influence decisions and direction across FI and in intercompany relationships</p></li><li><p>Ability to travel 50%</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, ETF’s, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.</p>The base salary range for this position is $70,000 - $175,000 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>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><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><h3>Category:</h3>Sales

Vice President ETF Strategist

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, 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 develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales<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><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>

Investment Consultant - Austin, TX (Domain)

<h3>Job Description:</h3><p>The Role</p><p>The Senior Analyst in Global Product Derivatives Onboarding (GPDO) is part of the Fidelity Fund &amp; Investment Operations group. Global Product Derivatives Onboarding’s mission is to facilitate information flow regarding our funds and clients to ensure trading readiness across complex products by ensuring our banking relationships are ready to operationally support Fidelity Investments.</p><p>The senior analyst will work within a team as the primary contact for our broker relationships to ensure our funds and clients can gain exposure to complex products. You will gain exposure to the products Fidelity offers and play a critical role that will help you connect the dots across Fidelity’s asset management business.</p><p>The Skills and Expertise We’re Looking For</p><ul><li>Bachelor’s or equivalent with 2+ years of experience processing data &amp; documentation or using knowledge of Fidelity’s products and services to solve problems</li><li>Demonstrated knowledge on complex products such as derivatives, foreign exchange, and other trading instruments</li><li>Experience improving processes and implementing technology solutions to improve operations</li><li>Preferable experience in KYC, AML, and beneficial ownership regulations and managing regulatory and franchise risk in working with counterparties</li><li>Ability to improve policies and procedures</li><li>Manage stakeholder relationships with trading, legal, and product while multi-tasking across processing data &amp; documentation as well as managing inquiries</li><li>Act as an escalation contact for other team members to navigate solutions and provide training</li><li>Ability to work independently with minimal supervision</li><li>Your work helps our portfolio managers obtain the exposure they need in managing our funds and client assets</li><li>You will be an instrumental part of ensuring our shareholders receive the service they expect from Fidelity</li><li>Our broker relationships will rely on your work to ensure they are ready to support Fidelity’s trading</li></ul><p>The Team</p><p>Fidelity Investments is one of the world’s largest providers of financial services and offers investment management, retirement planning, brokerage, human resources, and benefits outsourcing services to individuals and institutions. Global Product &amp; Markets Information, as part of the Fidelity Fund and Investment Operations organization, ensures Fidelity’s asset management business has the services needed to be successful.</p><p><strong><em>Note: Fidelity will not provide immigration sponsorship for this position. </em></strong></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><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 Analyst, Global Products Derivatives Onboarding

<h3>Job Description:</h3><p>The Prime Services Risk team is responsible for risk management of the Fidelity Capital Markets Prime Services business. The team focuses on Collateral, Market and Operational risk associated with the intraday and overnight extension of collateralized credit to clients. The team is involved in determining lending policy and continuous analysis of the risks inherent in each client’s portfolio and investment strategy. Portfolios are analyzed and evaluated daily through extensive simulation and stress analysis crafted to estimate market related risks. Additionally, the team is tasked with developing, testing, and validating strong risk models to ensure clients remain well collateralized on an ongoing basis.</p><p>The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:</p><ul><li><p>Analyzing risk exposures using stress testing and scenario analyses for client trading, assessing collateral-based margin requirements.</p></li><li>Daily monitoring of client portfolios and providing of commentary or market risk positions with the strive to identify material risk exposures and concentrations. Due diligence and attention to detail is critical.</li><li>Interact regularly with Prime Services Account Managers on risk-related issues such as discussing margin changes, and with Credit Risk to review and approve new client prospects.</li><li>Collaborate in developing a firm-wide Model Risk Management Framework.</li><li>Monitor and analyze market trends and movements by observing market trends and estimating the significance they will have on client portfolios.</li><li>Respond to changing market conditions by conducting ad-hoc exposure analysis across the Prime Services portfolio, often at the request of senior management and/or business partners.</li><li>Coordinate with Technology and Product Development to improve risk system capabilities in performance, reporting, and data. In addition, work with the business to add products to the risk system and enhance margining capabilities.</li></ul><p><strong>The Expertise You Have</strong></p><ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>2+ years of Relevant Risk Management experience, preferably Prime Brokerage or Institutional collateralized lending</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of financial markets and products</li><li>Understanding of risk management, and ability to analyze portfolio strategies and risks using stress testing and scenario analyses</li><li>Useful programming skills preferred but not required</li><li>Excellent interpersonal, verbal and written communication skills</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You have knowledge of investment products, core brokerage experience in trading, lending, margin, financing, clearing and custody and related regulations</li><li>You have the ability to identify inherent risks to the business (e.g. market, credit, financial, operations regulatory, technology and reputational)</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Experience with data analytics, stress testing, liquidity, market and operational risks</li><li>Effectively managing multiple initiatives and responsibilities within prescribed timelines</li><li>Ability to engage interested parties and facilitate discussions, meetings and walkthroughs of risk policy and analytics</li><li>Driving innovation using complex data sets to identify risk, settling controls, parameters and risk methodologies</li><li>Communicating complex issues by condensing them into a concise summary report and presentations</li><li>Finding opportunities to improve existing risk reporting and developing new key risk indicators</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $64,000-$121,000 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>Risk

Prime Brokerage Risk Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.</p><h3>The Manager / Senior Manager, Implementation Project Management will do the following:</h3><ul><li>Onboarding of new Fidelity Registered Investment Advisors.</li><li>Supporting existing advisors who are converting a book of business onto the platform.</li><li>Leading mid-level to large Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions.</li></ul><p>The Senior Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Senior Manager, Implementation Project Management will be required to handle mid-level to large deals with and may assist on larger, more sophisticated clients.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience. Advanced degree preferred</li><li>Minimum of 3 - 5+ years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% - 25% of time</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead mid-level to large projects, with varying degrees of complexity. Lead onsite support at advisor offices for mid-level to large breakaways or conversions; assist with various pre-planning and execution tasks throughout the conversion.</li></ul><h3><strong>The Team</strong></h3><p>Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.</p>The base salary range for this position is $71,000-$120,000 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>Series 07 - FINRA<h3>Category:</h3>Client Service

Manager / Sr. Manager, Implementation Project Manager - IWMS Client Experience

<h3>Job Description:</h3><p>The Compliance Associate, Testing and Reporting Services (TRS) helps support annual compliance activities for Workplace Investing (WI) defined contribution plans. TRS supports the Strategic, Select, Large and Core markets and partners closely with Client Relationship Management and Client Service Managers and Administrators to help plan administrators remain in compliance with annual ERISA and DOL rules and regulations.</p><p>The Expertise and Skills You Bring</p><ul><li>Experience working with retirement plans</li><li>Experience working in an operations environment</li><li>Strong written communication skills</li><li>Passion for client service and customer satisfaction</li><li>Strong Excel, math and accounting skills</li></ul><p>The Value You Deliver</p><ul><li>Preparation of standard annual compliance work items across multiple TRS products</li><li>Respond to basic technical and data related questions from clients and business partners</li><li>Research and reconcile processing errors/issues related to production work</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p>The Team</p><p>The Testing &amp; Reporting Compliance Associate works as part of a team to deliver best in class support and expertise to the WI Client Service Teams and most importantly our clients to help them meet the regulatory requirements of having a qualified retirement plan. In Testing &amp; Reporting Services, we strive to continuously evolve our processes, systems, and training, to increase quality, drive efficiency, and provide a better experience for our Clients and Associates.</p><p>Company Overview</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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><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>

Compliance Associate

<h3>Job Description:</h3><p><strong>Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center. </strong><br><br>Put your expertise in retirement planning to work every day</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Series 7 &amp; Series 63 licenses required</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>The Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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><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>

Retirement Planner - Houston, TX (Remote)

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Corporate Actions Analyst is responsible for the daily tasks and oversight associated with researching, soliciting, processing, and instructing on all dividend and corporate action events. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>3+ years of financial services experience with an asset manager or custodian bank, preferably in mutual fund operations with exposure to Corporate Actions</li><li>2+ years of Corporate Actions experience preferred</li><li>Bachelor’s Degree encouraged, but not required</li><li>Proficient in most functions within the area of corporate actions research, solicitation and processing</li><li>A solid understanding of the custody industry and mutual fund operations</li><li>An understanding of processes used to scrub and instruct CA information using SWIFT</li><li>Working knowledge of system applications used in the department, including an ability to adapt to a changing technical environment</li><li>Strong communication and analytical skills, both oral and written</li><li>Attention to detail and ability to identify risk and call out appropriately</li><li>Ability to adapt based on business need and a changing operating environment</li><li>Cleansing corporate action data received through custodian banks, agents, and brokers</li><li>Transaction processing including escrow of holdings and foreign currency exchange</li><li>Effectively facilitating Portfolio Manager solicitations and custodian bank instruction</li><li>Ensuring accurate tax treatment is solicited prior to event processing into the accounting system</li><li>Managing risk by monitoring custodian reports, internal exception reports, and keeping up to date statuses on internal control reporting</li><li>Facilitating the completion of legal documentation by finalizing documents based on feedback from multiple Legal departments, external issuers, and custodian banks</li><li>Assisting business partners with critical issues and requests to expedite pending items</li><li>Analysis of prospectus' information relating to corporate actions and announcing appropriately</li><li>Working with managers and team leaders to identify operational improvements</li><li>Understanding the risk inherent in the process and identifying risk mitigation opportunities</li><li>Delivering effective written and verbal communication to appropriate business partners</li><li>Displaying leadership qualities to manage the daily workflow, and act as a key mentor for junior analysts</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><strong>The Team</strong></h3><p>This team is responsible for all aspects of corporate action research and processing for assets across the approximately $2 trillion worth of assets under management, including actions cumulatively affecting securities worth in excess of $1 billion at a given time. The Global Middle Office acts as a servicing center for FMR Co.'s trading desks globally, facilitating the confirmation and settlement of security and currency transactions with brokers and custodian banks, and providing daily cash estimates to Trading. It is also responsible for coordinating corporate action executions, ensuring the collection of income to the Funds, resolving position differences and facilitating securities lending activities.</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><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>

Analyst, Global Corporate Actions - Fidelity Fund and Investment Operations

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>The FIFT organization crafts all the technology systems used in Fixed Income for the Bond and Money Market product areas. FIFT also handles common trading services and systems used for Finance and Fund Oversight. The applications and services we provide enable investment decision making, portfolio management, and trading for combined assets under management of nearly $2 trillion. Through our Agile practices, we have developed an operating rhythm that ensures we are consistently delivering the highest value work for our customers and partners. We work on a wide variety of technologies including AWS, Angular, Java, Python, REST/API, PL/SQL, HTML and Kafka.</p><p>We are seeking a Principal Full-Stack Software Engineer to be part of our team supporting our bond portfolio management and trading products. As a member of this team, you will partner closely with our investment team on the Fixed Income trading floor, and interact directly with quant analysts, portfolio managers, traders and portfolio and research analysts to build new and innovative tools that will support and improve our investment processes.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>BS or MS in Computer Science or related degree</p></li><li><p>8+ years of experience in software engineering; 2+ years of experience as a technical lead</p></li><li><p>Proven experience in a full stack software development environment</p></li><li><p>Understanding of and experience within an Agile/Scrum framework preferred</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Experience as a technical lead supporting multiple teams, providing guidance and oversight for junior engineers; Partnering with Architecture, Data Services, Cloud Platform Teams, etc. to propose, design, develop and implement solutions</p></li><li><p>Comfortable with a broad set of technologies including deep knowledge of middleware Java stack, Spring framework, Oracle, messaging technologies (EMS or KAFKA) RESTful APIs and web containers</p></li><li><p>Experience with Angular required; Experience with UI tech stack/Single Page Applications desirable: HTML, JavaScript</p></li><li><p>Possess full-stack software development knowledge and critical thinking skills to craft end-to-end solutions</p></li><li><p>A passion to learn new things, including the Asset Management and Fixed Income investment domains</p></li><li><p>You are self-motivated, driven, and have a strong client focus and results-orientated approach</p></li><li><p>Comfortable developing Angular based user interfaces and Java based middle tier services</p></li><li><p>Familiarity with developing and running software on cloud service providers like Amazon Web Services</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Deliver time-to-market solutions, helping business partners use technology in an exploratory, highly iterative environment</p></li><li><p>Help our investment teams evolve their investment processes, to meet both short-term needs and long-term trends, through the use of technology</p></li><li><p>You will collaborate with Architecture, Data Services and other Technology Teams to improve the performance and scalability of our applications and workflows</p></li><li><p>Provide outstanding support, including rotational on-call support</p></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><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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