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

Fidelity Investments

Financial Representative - Novi, MI

<h3>Job Description:</h3><p>Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!</p><p>The 10-week Fidelity Intern Program (<em>we lovingly call it our FIDTERN Program</em>) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. </p><p>Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… </p><ul><li><p><strong>Find Your Purpose </strong>– as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. </p></li><li><p><strong>Never a Dull Moment </strong>– Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. </p></li><li><p><strong>Strong intern candidates are</strong> dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. <br> </p></li></ul><p><strong>Note:</strong> Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.</p><p><strong>The Expertise We’re Looking For </strong></p><ul><li><p>Undergraduate students in your junior year of college</p></li><li><p>Interest in investing and wealth management</p></li><li><p>Experience in customer service, retail, sales or banking</p></li><li><p>Leadership experience and involvement in student organizations</p></li></ul><p><strong>The Purpose of Your Role</strong></p><p>As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.</p><p><strong>The Skills You Bring</strong></p><ul><li><p>Your professional demeanor &amp; collaborative problem-solving skills</p></li><li><p>Basic understanding of the current market, economy and economic trends</p></li><li><p>Ability to promote customer loyalty while providing an extraordinary customer experience</p></li></ul><p><strong>The Value You Deliver</strong> </p><p>As one of the first points of contacts in the branch:</p><ul><li><p>You assist financial professionals with providing a full range of investment products and services</p></li><li><p>You collaborate with team members to bring a fresh perspective to help solve business challenges</p></li><li><p>You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry </p></li><li><p>By identifying new opportunities for enhancements, you help think about our business and our customers in a different way</p></li></ul><p><strong>Company Overview </strong></p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating 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 more information about working at Fidelity, visit <strong>FidelityCareers.com</strong></p><p><em>Fidelity Investments is an equal opportunity employer.</em></p><p><strong>PI26INT</strong></p><h3>Certifications:</h3><h3>Category:</h3>Administration<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Intern, Investor Center - Naples, FL

<h3>Job Description:</h3><h3><strong>Director, Investment Product</strong></h3><p>The Director, Investment Product will be responsible for product development, management, strategy, and advocacy of Fidelity’s high income and credit alternatives strategies. You will partner with the investment teams to understand and articulate product design, investment approaches and positioning across a range of strategies. This role will focus on coverage across our high income product suite, including floating rate high income, emerging markets debt, opportunistic high income, and multi-asset / hybrid strategies. You will contribute to ongoing product strategy for assigned products.</p><ul><li><p>Presenting product design, investment philosophy, process, resources, and results to internal and external clients.</p></li><li><p>Creating and enhancing investment content for product positioning in collaboration with investment teams and marketing.</p></li><li><p>Researching product development opportunities and developing business cases to support new high income and credit alternatives initiatives.</p></li><li><p>Finding opportunities to reposition or enhance existing products to improve longer-term marketability.</p></li><li><p>Contributing to the high income product roadmap to capitalize on emerging market trends and themes in collaboration with the High Income and Credit management team.</p></li><li><p>Demonstrating leadership to propose and drive various cross-team projects.</p></li><li><p>Excellent time management and organizational skills are critical to success.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>7+ years of experience working in the financial services industry. Current team members have a range of investment-focused product, consulting, fund research, or client-facing backgrounds.</p></li><li><p>Knowledge of and interest in investments; foundational knowledge of high income strategies preferred.</p></li><li><p>Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.</p></li><li><p>Strong educational credentials: CFA, MBA or equivalent graduate degree preferred but not required.</p></li><li><p>Series 7 &amp; 63 licenses (can be obtained while in role).</p></li><li><p>Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.</p></li><li><p>Proven experience with the development and product management for mutual funds, ETFs, Indexes, separately managed accounts, and institutional vehicles.</p></li><li><p>Highly effective communicator with excellent writing, presentation, and interpersonal skills.</p></li><li><p>Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.</p></li><li><p>Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment.</p></li></ul><p><strong>The Team</strong></p><p>The Investment Product Group plays a key role in the company, partnering closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Investment Product

<h3>Job Description:</h3><p>Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!</p><p>The 10-week Fidelity Intern Program (<em>we lovingly call it our FIDTERN Program</em>) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. </p><p>Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… </p><ul><li><p><strong>Find Your Purpose </strong>– as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. </p></li><li><p><strong>Never a Dull Moment </strong>– Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. </p></li><li><p><strong>Strong intern candidates are</strong> dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. <br> </p></li></ul><p><strong>Note:</strong> Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.</p><p><strong>The Expertise We’re Looking For </strong></p><ul><li><p>Undergraduate students in your junior year of college</p></li><li><p>Interest in investing and wealth management</p></li><li><p>Experience in customer service, retail, sales or banking</p></li><li><p>Leadership experience and involvement in student organizations</p></li></ul><p><strong>The Purpose of Your Role</strong></p><p>As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.</p><p><strong>The Skills You Bring</strong></p><ul><li><p>Your professional demeanor &amp; collaborative problem-solving skills</p></li><li><p>Basic understanding of the current market, economy and economic trends</p></li><li><p>Ability to promote customer loyalty while providing an extraordinary customer experience</p></li></ul><p>Note: Fidelity will not provide Immigration sponsorship for this position</p><p><strong>The Value You Deliver</strong> </p><p>As one of the first points of contacts in the branch:</p><ul><li><p>You assist financial professionals with providing a full range of investment products and services</p></li><li><p>You collaborate with team members to bring a fresh perspective to help solve business challenges</p></li><li><p>You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry </p></li><li><p>By identifying new opportunities for enhancements, you help think about our business and our customers in a different way</p></li></ul><p><strong>Company Overview </strong></p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating 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 more information about working at Fidelity, visit <strong>FidelityCareers.com</strong></p><p><em>Fidelity Investments is an equal opportunity employer.</em></p><p><strong>PI26INT</strong></p><h3>Certifications:</h3><h3>Category:</h3>Administration<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Intern, Investor Center - Tucson, AZ

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The FMR LLC Corporate Tax Department is seeking a Director, Tax Counsel to become a member of the Tax Planning team, providing support on a wide variety of tax matters for Fidelity business teams, including financings, restructurings, various business ventures and related acquisitions and dispositions. This position will be responsible for working with our partners to advise on structuring and general tax compliance for projects and investments impacting Fidelity and its shareholders. The ideal candidate will have a background in partnership tax and transactions and will be comfortable communicating tax-related concepts to audiences with varying degree of tax expertise. </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>J.D. or C.P.A. with 3+ years of relevant law firm, Big 4 or industry experience as a practicing attorney or CPA</li><li>General comfort with tax laws, regulations and practices, particularly those related to Subchapter K</li><li>Ability to translate rules and work with non-tax colleagues to develop solutions and manage transactions</li><li>Ability to work independently under pressure in a dynamic environment that will require you to manage multiple, competing tasks simultaneously</li><li>Collaboration skills and the ability to work as a member in a team context; ability to build relationships with a range of partners across the company</li><li>Excellent advocacy and project management skills</li><li>Willingness to learn new areas and manage matters to completion</li><li>Exceptional judgment to analyze complex legal and business issues in a variety of substantive areas and escalate those that need additional attention</li><li>Highly organized, self-motivated and self-directed, but comfortable with reporting lines that require acquiring approvals and buy-ins from numerous constituents</li><li>Strong communications and presentation skills, including the ability to communicate sophisticated legal concepts clearly and efficiently</li><li>Excellent writing and analytical skills</li></ul><p><strong>The Team</strong></p><p>The FMR LLC Corporate Tax Department team is composed of more than 50 lawyers and CPAs who advise and support on tax matters across the Fidelity organization, including the firm’s asset management business. Team members are based primarily out of Fidelity’s Boston office.</p><h3>Certifications:</h3><h3>Category:</h3>Finance<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Tax Counsel

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Stock Plan Services Administration Specialist role requires an ability to coordinate brokerage specific transactions based on external Plan Sponsor requests. We deliver a world class customer experience. Some of these transactions may involve interpreting instructions from the client. The Representative will need to understand service level agreements and make decisions to maintain client expectations.</p><p><strong>The Team</strong></p><p>You work in a team-based role where you will be responsible for day-to-day execution of plan specific updates either based on a work flow management tool coming directly from our external Plan Sponsors, or our Internal Client Service Managers who are responsible for the overall client relationship. You will need to balance client needs, with Participant experience, and understand the impact updates you make will have on the end participant’s equity compensation balances. There will be daily tasks due to market sensitivity of all the work we are asked to complete.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree or equivalent work experience</li><li>Financial Services or Equity Compensation industry experience preferred</li><li>Series 7 permitted; additional Certified Equity Professional level 1 not required but encouraged within first year of role</li><li>Strong written and verbal communication skills</li><li>Ability to be proactive and add value through creative, flexible work solutions while exercising sound and professional judgment</li><li>Understand the importance of working with our Fidelity business partners, and clients and have a background in customer service both face to face and over the phone</li><li>Inquisitive nature and will not be afraid to question why</li><li>Experience with problem resolution and prevention</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Communicating with internal business partners, Client Service Managers, Corporate Action Specialists, Customer Service Phone representatives, and external Plan Sponsors to deliver a world class customer service experience</li><li>Flawless execution of daily requests coming from external Plan Sponsors that require updates to their plan Participants</li><li>Understanding how to prioritize and manage your time and tasks</li><li>Contributing to ongoing process improvement initiatives</li></ul><p><em>Note: Fidelity is not providing immigration sponsorship for this position.</em></p><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Stock Plan Administration Specialist/Senior Specialist

<h3>Job Description:</h3><h3><strong>Director Investment Product</strong></h3><p>Boston, MA or Merrimack, NH</p><p><strong>The Role</strong></p><p>The Investment Product Group currently has an open role for a Director of Investment Product. In this role, you will work on a variety of projects and initiatives in the areas of product strategy, development, management and advocacy for Fidelity’s active and indexed quantitative fixed income business. You will partner with the investment teams and distribution channels to play a critical support function for Fidelity’s investment product offerings. You will contribute to all parts of the product lifecycle including developing new as well as supporting existing products in market.</p><ul><li><p>Contribute to the long-term investment product roadmap to capitalize on emerging trends and themes</p></li><li><p>Understand product design, investment philosophy, process, resources, and results.</p></li><li><p>Create and enhance investment content for product positioning and marketing in collaboration with investment teams and marketing.</p></li><li><p>Research product development opportunities and help develop business cases to support new product initiatives.</p></li><li><p>Support opportunities to reposition or enhance existing products to improve longer-term marketability.</p></li><li><p>Participate in cross-team and cross-functional projects taking product vision, client needs, and business value into account.</p></li><li><p>Research the competition to generate product ideas and sales tactics.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>7+ years of financial services experience</p></li><li><p>Current team members have a range of investment-focused product, consulting, fund research, finance, or client-facing backgrounds.</p></li><li><p>Knowledge of and interest in investments with fixed income or quantitative investing experience a plus</p></li><li><p>Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.</p></li><li><p>Series 7 &amp; 63 licenses (can be obtained while in role).</p></li><li><p>Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.</p></li><li><p>Proven experience with the development and product management for mutual funds, ETFs, indexes, insurance products, separately managed accounts, and institutional vehicles.</p></li><li><p>Effective communicator with excellent writing, presentation, and interpersonal skills.</p></li><li><p>Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.</p></li><li><p>Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment.</p></li></ul><p><strong>The Team</strong></p><p>The Investment Product Group is a key component of Fidelity’s asset management business and plays a pivotal role in the company, partnering closely with our investment professionals, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.</p><h3>Salary Grade:</h3><p>7</p><h3>Organization:</h3><p>Investment Product Group</p><h3>Category:</h3><p>Product Management</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director - Investment Product

<h3>Job Description:</h3><p>The Workplace Education Manager role focuses on consultation and execution to support our Workplace plan sponsor education needs, centered on the delivery of in person and virtual meetings. The Education Manager partners directly with plan sponsors, Fidelity relationship management teams, and presenters, to deliver detailed execution (coordination of educational meetings and campaigns), drive plan and participant satisfaction and facilitate positive outcomes.</p><h3>The Team</h3><p>This role supports the WI Educational Offerings in an effort to build, cultivate, and further develop lifetime relationships with our plan sponsors and participants. The educational strategies we support, bridge workplace investing and personal investing to deliver a comprehensive experience addressing the broader spectrum of savings, investing, and retirement needs.</p><h3>Role Responsibilities</h3><ul><li><p>Responds to client requests for investment education and provides additional consultation on client needs.</p></li><li><p>Uses consultative techniques to engage and partner with clients regarding more customized educational treatments across multiple delivery channels.</p></li><li><p>Proposes alternative solutions to balance client needs and objectives with internal business strategies</p></li><li><p>Drives client satisfaction through effective execution of client educational requests, responsible for all supporting logistics, while uncovering additional valuable services</p></li><li><p>Leads promotional aspects and supporting presentation materials across all events to drive participant engagement goals while handling budgetary considerations</p></li><li><p>Identifies process improvement opportunities within the operational execution of workplace education strategy and works with appropriate business partners to implement changes</p></li><li><p>Participates in additional department initiatives as needed</p></li></ul><h3>The Expertise You Have</h3><ul><li><p>BA/BS required</p></li><li><p>Experience in employee benefits communication and/or financial services preferred</p></li><li><p>3-5 years financial services</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You would possess strong customer service and interpersonal skills supported by specific working experience, which is needed given the relationships we have with our clients and internal partners.</p></li><li><p>You would have sound project management and problem resolution skills, with ability to complete and implement projects to completion.</p></li><li><p>A strong sense of personal responsibility for the quality of work, including accuracy,</p><p>reliability, and completeness, along with consistent responsiveness is a foundational requirement as it supports the brand of the team.</p></li><li><p>Your ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently is a key contributing factor to your success.</p></li><li><p>Ultimately you must be a contributing teammate who thrives in a team based environment.</p></li></ul><h3>The Value You Deliver</h3><p>Your support with the delivery of our workplace education offering is directly tied to our Workplace participant’s retirement readiness, as they become more engaged with Fidelity. Every interaction you have can deepen our existing client relationships, driving further client satisfaction. The effectiveness of your interactions, consultation, and management of event logistics is directly tied to the ability of our workplace presenters to deliver engaging presentations to produce positive outcomes.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Workplace Education Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As an IWMS Chapter Leader of IT Project Management, you are deeply committed to optimizing the delivery of value to IWMS Clearing and Custody clients. You play an essential role in guiding a team who primarily work within squads across product areas. You collaborate with other leaders to establish the standards for your chapter, influence strategic decisions, and build solutions. You are dedicated to supporting associate growth and development in accordance with updated expectations. You are also committed to developing your own expertise and knowledge to bring the latest thinking to your role. <em>A percentage of your time is spent applying your expertise and experience to advance the work and improve product area performance.</em></p><p><strong><em>Note: Fidelity will not provide immigration sponsorship for this position. </em></strong></p><p><strong>The Skills And Expertise You Bring:</strong></p><ul><li>Ensuring your team is aligned to strategic business priorities based on the execution of a workforce plan by which you attract, hire, build, and retain skills across the chapter.</li><li>Proactively working with leaders and peers to support strategic alignment of chapter members to the business, ensuring the best utilization of talent while also building learning opportunities to develop skills.</li><li>Measuring performance through established objectives and metrics that support delivery of agreed upon business, technology, and people outcomes.</li><li>Supporting the adoption of Enterprise tools and processes for visibility.</li><li>Actively sharing insights, knowledge, industry practices across the organization.</li><li>Committed and inspirational leader capable of developing associates to achieve their fullest potential within their job and career goals.</li><li>A talent magnet who attracts, builds, and retains diverse, experienced team with the skills needed to support the current and future needs of our business.</li><li>Excellent interpersonal and communication skills with which you influence decisions and engagement across all levels of the organization.</li><li>Systems thinker that demonstrates intellectual curiosity and shares knowledge, expertise and perspectives while creating a learning culture.</li><li>Ability to seamlessly adapt your approach to different situations, bringing creativity and innovation to solving problems.</li><li>Trusted advisor and change agent that confidently challenges the status quo and breaks through constraints to achieve better outcomes while meeting people where they are.</li><li>Proven ability to collaborate across business units, with peers and leadership teams to align chapter objectives and standards to accelerate business delivery.</li><li>Ability to fulfil HR duties such as developing performance plans, setting goals, and providing constructive feedback.</li><li>Advanced certifications and demonstrable experience in the application thereof, e.g. A-CSM, PMP, SAFe SPC, or similar.</li><li>Prior Management experience, preferred.</li><li>Financial services experience, preferred.</li></ul><h3><strong>The Team</strong></h3><p>As a member of the IWMS Delivery Solutions Leadership Team, you will work in partnership with peers and others in our parent organization, IWMS Product Delivery Excellence, to drive the creation and delivery of products and services for Fidelity’s intermediary business (Fidelity Institutional &amp; Institutional Wealth Management Services). Our group is a combination of Product Management &amp; Business Analysis skills and Delivery Execution skills and services that focus on the overall health of our products for our clients &amp; customers.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Chapter Leader – IT Project Management, IWMS Delivery Solutions

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity’s asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity’s growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Bachelor’s degree required; MBA or other advanced degree preferred</p></li><li><p>15+ years broad financial services operations experience</p></li><li><p>15+ years operations leadership experience with increasing responsibility</p></li><li><p>15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products</p></li><li><p>An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products </p></li><li><p>Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required</p></li><li><p>Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization</p></li><li><p>Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams</p></li><li><p>Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products</p></li></ul><p><strong>The Team</strong></p><p>As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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