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<h3>Job Description:</h3>The Role:This Financial Analyst serves as a key member of the FI Central Finance Team delivering impactful and insightful financial analysis to our business and finance partners. The unique position supports central and line finance teams providing finance and business partner support and analysis. The associate will assist with monthly financial reviews, scorecard processes, annual planning processes, business pipelines and quarterly business reviews. Success will require a strong associate with an analytic and data driven mindset, strong collaboration skills, comprehensive problem solving, independent thinking, and intellectual curiosity. You will deliver strategic insights and analysis to inform business strategy and decision making; drive operationalization of the FI strategy, including measurement and evaluation of business performance and progress tracking of key initiatives. The Expertise &amp; Skills You Bring: <ul><li>Bachelor’s degree in Finance/Accounting/Economics or equivalent with 3+ years of experience </li></ul><ul><li>Strong analytical and strategic skills combined with solid business and financial acumen </li></ul><ul><li>Excellent communications skills and demonstrated ability to influence senior business leaders </li></ul><ul><li>Proven analytical and organizational skills, with strong accountability </li></ul><ul><li>Demonstrated ability to work on competing priorities in a fast-paced environment </li></ul>The Team:Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. The FI Central Finance team is responsible for providing an accurate and broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. Company Overview 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 nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer. The base salary range for this position is $67,000-$105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Finance

Fidelity Investments

Financial Analyst, Central Finance

<h3>Job Description:</h3>The TeamFBT is looking for a Senior Software Engineer. As a Senior Software Engineer, you will be applying your strong software development and test automation skills to design, develop, test, deploy, maintain, and improve FBT customer-facing software solutions. You will also be enabling your Scrum team in accepting test automation frameworks and standard methodologies to ensure we are building the right product the right way.The Expertise You Have<ul><li>A Bachelor’s or master’s degree in Computer Science, Software engineering or related field</li><li>5+ years experience with designing and building UI/Angular and webservice applications while incorporating test automation frameworks</li><li>Experience in delivering software in the Agile environment</li><li>Experience with CI/CD pipelines a plus</li><li>Experience working in the financial Industry</li><li>Expert level knowledge of SQL, RESTful APIs, system design, data structures, and algorithms</li><li>Experience with a modern UI framework such as React, Angular or Vue is nice to have</li><li>You thrive in fast-paced, ambiguous environments with high risks and high rewards</li><li>Experience AWS, CI/CD, ES6, React or SASS</li></ul>The Skills You Bring<ul><li>Multi-stack engineer with knowledge in a breadth of development technologies and test automation frameworks (Java/J2EE, unit, Ruby, Cucumber, Selenium, Serenity, JavaScript/Angular, Spring, Web Services, REST, HTTP) </li><li>Passionate about Test Driven Development, developing robust software, writing testable and maintainable code</li><li>Able to perform many roles within the agile squad from development to QA to systems analysis in order drive sprint deliverables to completion</li><li>Self-directed, willing to take initiative, pragmatic and results-oriented</li><li>Has keen attention to detail and wants to solve hard problems, not just detect them</li><li>Able to learn large software systems end-to-end quickly</li><li>Keenly interested in learning new technologies and their adoption as well as mentoring others</li><li>Able to work with remote and international team members</li><li>Obsessed with creating the best end-to-end customer experience</li><li>Owns the outcome by taking personal accountability for delivering strong results</li></ul>The Value You Deliver<ul><li>Defining and executing test strategies, scenarios, and steps for automated and functional testing</li><li>Participate in scrum activities such as test stand ups, story grooming sessions, and sprint planning</li><li>Managing the execution of all testing and validation work throughout the agile process</li><li>Collaborating with technical development team to develop valid test approaches and scenarios</li><li>Working and collaborating with new technologies to solve test challenges and process improvements</li><li>Executes manual and/or automated test scripts for multiple or complex projects</li><li>Leads test script reviews and mentors Squad members on tool and technologies.</li><li>Contributes to CICD through automation</li><li>Strong analytical, communication, and organizational skills and the ability to manage multiple tasks at a given time</li><li>Must take initiative, be a decisive decision maker, show confidence in decisions being made and see tasks through to completion</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Software Engineer In Test

<h3>Job Description:</h3>The RoleDo you want to join a team focused on developing Next-Gen capabilities in Technology Risk? The Enterprise Technology Risk &amp; Analytics (ETRA) group is seeking a passionate, driven and experienced professional to join the Enterprise Cybersecurity Risk team. This exciting role will include partnering with the various enterprise cybersecurity (ECS) functions to execute second line of defense risk activities such as performing risk assessments, evaluating applicability to external audit, testing controls, and supporting the design and implementation of new controls to mitigate emerging risks. This role will require strong networking and relationship management skills to collaborate with the various ECS teams including Application &amp; Infrastructure Security, Workforce &amp; Identity Management, External &amp; Vendor Defense, Threat Detection and Response, Data Protection &amp; Analytics, Information Security Office, and Fraud Intelligence Unit.The Expertise and Skills You Bring• 5-8 years’ experience in information technology risk, cyber security, controls or audit roles • Experience in fraud risk frameworks a plus • Bachelor’s Degree in Computer Science, Technology, or a related field of study preferred • Professional technology and associated risk certifications (CISSP, CISA, CRISC, CISM), Certified risk/fraud examiners (CRE, CFE), and/or Cloud Certification(s) (CCSP, CCSK, AWS) preferred • Experience performing Technology risk assessments, Control assessments or IT Audits or implementing Cybersecurity controls for large scale financial service organizations (cloud, distributed, vendor solutions, mainframe, and network environments) • Demonstrated technical abilities in multiple areas (e.g., technology infrastructure and application controls, cyber security, access management, network and cloud, resiliency, etc.) • Working knowledge of Cloud security and controls and cloud technology environments (AWS/Azure, SaaS, PaaS) • You have a strong knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions. • Your love of solving complex problems, and comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills • Your ability to build and maintain collaborative working relationships with Information Technology and Business personnel to design and assist in the execution of appropriate controls design and monitoring • Your process orientation and understanding of operations and technology enabling you to provide support in the analysis, development and monitoring of controls • Knowledge of Industry standards, frameworks and best practices, such as NIST SP 800-53, COBIT, AICPA Trust Principles, ISO27001, HITRUST is preferred • Knowledge of Governance, Risk, and Compliance (GRC) tools, such as Archer or Open Pages is preferred • Your excellent verbal and written communication skills enabling you to prepare and present recommendations to senior managementThe TeamYou will report to the Technology Risk leader and work directly with a team of top-notch technology risk associates. The Technology Risk team oversees the management of controls and the mitigation of risk related to the technology environment, systems, and processes across the enterprise. Technology Risk is part of the broader Legal, Risk and Audit Compliance group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity’s brand. You will also work closely with other ETRA Risk teams and Centers of Excellence as well as Fidelity technology and business owners, Operational Risk teams, and Fidelity external auditors and regulators.Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Principal Technology Risk Analyst

<h3>Job Description:</h3><h3>The Role</h3>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.The TeamYou 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.The Expertise and Skills You Bring<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>The Value You Deliver<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>Note: Fidelity is not providing immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>Brokerage OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Stock Plan Administration Specialist

<h3>Job Description:</h3>The Role We are seeking a Senior Manager of Enterprise Technology (ET) Standards &amp; Controls whowill leverage technical, analytical, problem-solving, and communication skills as part of the new Enterprise Technology Standards &amp; Controls Office. In this role, you will work across ET Domains to help teams identify and report risk, support ET-focused internal audits, and provide transparency into known risk mitigation activities.This role will be part of a new first line of defense team that will oversee and support the identification, mitigation and communication of technology risks to enhance the firm’s security posture, build a transparent trust and confidence model among associates, management, and Risk/Audit, and ultimately support the strategic goals of the organization while fostering a strong risk and control mindset within the business.This role requires significant coordination and collaboration across Enterprise Technology. The Expertise and Skills You Bring <ul><li>Bachelor’s Degree in Engineering, Computer Science, Math or work related experience</li><li>5-7 years of technology, risk, audit and data analytics related work experience.</li><li>Technical Proficiency: ability to partner with ET domains, healthy challenge of the effectiveness of current processes/controls, understanding of risk, ability to test and quantify risk, and support in defining proactive defense strategies</li><li>Risk/Audit background: understanding of risk and control frameworks (NIST, SOC, COSO, etc.), ability to identify risk, document and communicate findings, and think strategically across enterprise.</li><li>Data Analytics: Familiarity with implementing automated trending/pattern detection that may signify emerging risks, ability to analyze data, build automated monitoring/ reporting on control effectiveness</li><li>Proven track record of collaborating to build consensus across multiple levels of the organization</li><li>Ability to break down solutions into manageable aspects and partner with various product area leads on the cross-capability implementation and business unit adoption</li><li>Exceptional written and verbal communication skills</li><li>Proven strategic, analytical, and problem-solving skills with the ability to identify and articulate connections across separate, but related concepts</li><li>An outstanding partner, relationship builder, and communicator</li><li>Flexible and adaptable to changing needs and shifting priorities</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The Team Our team mission is to safeguard our organization's technology by proactively identifying, assessing, and mitigating risks. We strive to ensure the integrity, confidentiality, and availability of our systems and data through continuous monitoring, innovative solutions, and collaborative efforts. Our commitment is to foster a secure and resilient environment that supports the organization's strategic goals and empowers our stakeholders to operate with confidence.The ET Standards &amp; Controls office is part of the Fidelity Technology Strategy &amp; Planning organization. FTS&amp;P’s mission is to provide consistent, strategic, and transparent technology management that enables Fidelity Technology to create the platforms and capabilities that deliver value to our customers, clients and associates.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Enterprise Technology Standards and Controls (hiring at grade levels 5 or 6)

<h3>Job Description:</h3>Senior Associate – Global Financial Controls Center of ExcellenceThe RoleAre you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC Senior Associate role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.The Expertise and Skills You BringPlay a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Information Technology, Accounting, Finance)</li><li>Three plus years of relevant progressive experience with supporting IT audits, IT SOX (ITGC, ITACs, &amp; IPEs), integrated financial statement audits</li><li>Professional certification CISA or CISSP highly desired. Other relevant certifications CPA, CA, or CIA</li><li>Blend of Public Accounting (IT SOX / SOX) and Internal Audit experience highly desirable</li><li>Direct experience with IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)</li><li>Familiarity with system implementations, alternative Investments and/or digital assets</li><li>Exposure to general accounting concepts including financial statement risks, and controls</li><li>Exposure to partnering with financial auditors on integrated audits</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Learning agility to quickly understand and connect key concepts</li></ul>The TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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 all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.The base salary range for this position is $67,000-$105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Associate – Global Financial Controls Center of Excellence

<h3>Job Description:</h3>The RoleWelcome to our team of administrative support for the Retail Brokerage Business. In this role, you will provide top-tier administrative support to the Head of Strategy and Planning.The role requires excellent communications skills and the ability to prioritize tasks as you serve as a focal point of a multifaceted, fast-paced organization working closely with senior business and strategy leaders across the enterprise. As a key member of the Strategy and Planning team, you will influence the outcomes of the team by assisting with key meetings, events, programs, and serving as a critical point of contact and coordinator with large-scale efforts. Bringing strong relationship management skills, you will help coordinate critical leadership and business management routines across the brokerage organization as well as act as an integrator with efforts that span strategy and planning teams across the enterprise as well as across the brokerage business groups.In addition to above, this administrative leader will play an essential part in helping continue to refine the foundational business operations that were established when Brokerage became a new business unit less than two years ago.The Expertise and Skills You Bring<ul><li>A bachelor’s degree strongly preferred, but not required</li><li>5+ years of demonstrated experience supporting senior leaders within a corporate environment</li><li>Experience managing complex calendars preferred</li><li>Highly motivated and extremely proactive</li><li>Ability to multi-task and adjust to rapidly shifting priorities</li><li>Highly collaborative mindset and flexible to tackle new tasks</li><li>Detail-oriented with strong organizational skills</li><li>Strong Microsoft Office software knowledge (Outlook, Word, Excel, and PowerPoint)</li><li>Effective time management skills with ability to prioritize and handle multiple tasks simultaneously</li><li>Comfort with tight deadlines and ability to work effectively under time constraints and pressure.</li><li>Willingness to utilize resources to problem-solve</li><li>Ability to work independently and be flexible</li><li>Strong written and verbal communication skills</li><li>Ability to effectively interact with various levels of management within the organization.</li><li>Trustworthy with highly confidential material</li><li>Flexible and willing to assist with a variety of other duties, as needed; Willing to adjust work style to suit an evolving organization</li><li>Professional and friendly demeanor, strong ability to develop and foster relationships across broad set of partners</li></ul>The TeamThe administrative staff at Fidelity plays a vital role in the company's success, and individuals serving in these positions are recognized and valued by their colleagues as key members of their group, department, or organizational team. You work directly with, and provide support to, management at all levels of the company and frequently deal directly with business partners as well.<h3>Certifications:</h3><h3>Category:</h3>AdministrationMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Executive Assistant

<h3>Job Description:</h3><h3>Relationship Manager</h3>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. <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>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.<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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Relationship Manager- Beaverton, OR

<h3>Job Description:</h3><h3>Relationship Manager</h3>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. <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>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.<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>The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Los Angeles, CA (Century City)

<h3>Job Description:</h3>Senior Risk Manager – Alternative Accounting RiskAre you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? Over the past five years, Fidelity has made a significant investment in developing Alternative Products, with a strong focus on launching new offerings across private equity, private credit, hedge funds, real assets, and emerging digital assets. Fidelity currently has over 40 unique Alternative Products in the market, with another 40+ in the pipeline. FFIO is responsible for providing operational support for these Funds, including Fund Accounting, Shareholder Reporting, Data Governance, and Cash and Position Reconciliation. In addition, FFIO is accountable for meeting fund regulatory and audit obligations (e.g., Sarbanes-Oxley 404 and SOC 1 reporting).Summary of the RoleThe FFIO Risk team partners closely with FFIO Leadership to help FFIO develop a wide range of processes and controls to support these new Alternative Funds, including automation strategies to scale evolving business requirements. The FFIO Director of Alternative Funds Risk will provide strategic leadership to all of FFIO’s work across the Alternative Fund Landscape, including work performed in Westlake, Merrimack, Boston and Dublin Ireland. Specifically, this Director will drive our Alternative Fund Risk support across FFIO, frequently engage with SVP/VP Leaders in FFIO on risk topics related to new product development, and evaluate key risks during product rollout. This individual will also help develop mitigation strategies and assess operational readiness for go-live and direct our Sarbanes-Oxley 404 work across FFIO. Lastly, beyond MVP support, this leader would guide FFIO’s transition to a long-term, integrated risk model and oversee risk management from an end-to-end perspective across the Alternatives platform. The Expertise You Have<ul><li>Bachelors’ Degree required</li><li>7+ years’ industry experience, including Audit or other Risk Management activities</li><li>Understanding of Alternative Investment Products, including partnerships, crypto, direct lending, interval and evergreen funds, etc. </li><li>Fund accounting and operations knowledge, specifically related to alternative investments, required </li><li>Other applicable experience (e.g., accounting, real estate, billing, etc.) preferred</li><li>Demonstrated leadership or project management experience</li><li>Excellent verbal and written communication skills with the ability to articulate complex</li></ul>The Skills You Bring<ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Tableau); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</li><li>Ability to manage multiple tasks; and provide supervision and direction to less experienced associates</li><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </li></ul>The Value You DeliverThe candidate’s primary responsibility will be providing business unit risk support, including:<ul><li>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</li><li>Continuously analyzing and assess the risk profile of the business</li><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</li><li>Collaborating across our Risk team and the Legal, Risk and Compliance group to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul>The base salary range for this position is $89,000-$150,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Risk

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