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<h3>Job Description:</h3><p>We are looking for a Principal Systems Analyst to join us!</p><h3><strong>The Role</strong></h3><p>You will serve as a Principal Systems Analyst who will play a key role on a Scrum team and within Digital Platforms Technology. You will work closely with the Squad Lead, Scrum Master, Developers, Quality Assurance and Architects to craft, build, test, and deliver the features that make up Fidelity’s Digital experiences. You will also be expected to provide guidance and mentoring to the other Systems Analysts within the wider Digital Platforms Technology team.</p><h3><strong>The Expertise We’re Looking For </strong></h3><ul><li>8+ years of systems analysis experience; a focus in financial services applications is a plus</li><li>BS/BA Degree or equivalent experience preferred</li><li>Robust critical thinking skills coupled with a desire for growth, to learn and to engage with peers in technical and design discussions</li><li>Experience in communicating technical needs and capabilities to non-technical team members, product owners, and partners</li><li>Ability to utilize a long-term mentality to help produce scalable, maintainable solutions</li><li>Ability to work with a variety of individuals and groups in a constructive and collaborative manner</li><li>Confidence to convey technical concepts, capabilities and needs to team members, product owners and other internal partners</li><li>Asks exploratory questions to uncover hidden or un-identified use cases and requirements</li><li>Proficiency in writing supporting documentation including product guides, business process diagrams and/or system workflows</li><li>Skilled at influencing team members and external groups</li><li>Strong troubleshooting and problem-solving skills</li><li>Desire to be organized, highly responsive and committed to quality</li><li>Passion to provide guidance on standard methodologies and mentoring support to the other Systems Analysts within the wider Digital Platforms Technology team</li></ul><h3><strong>Your experience with the following will be a plus:</strong></h3><ul><li>An understanding of the Agile software development methodology</li><li>Ability to perform technical analysis of sophisticated Web application development concepts (Spring MVC, Spring Core, XML, CSS, etc.)</li><li>Experience with database query tools / Strong SQL skills</li><li>Experience with Java and Confluence</li><li>Working understanding of QA automation</li></ul><h3>The Team</h3><p>Fidelity's Workplace Solutions (WS) Digital Platforms Technology team designs, develops, implements, and supports WS’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions which meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which cultivates a culture of continuous improvement and significant achievement. We see ourselves as a vital link to Fidelity's customers. This is a fast-paced group that is using ground-breaking technologies to build powerful tools and outstanding user experiences for our customers, using Java-based technologies.</p><h3><strong>How your work impacts the Organization</strong></h3><p>Our goal within Digital Platforms is to build a user experience that delights our customers, anticipates their needs and matches services or solutions to support effective decision making. You will be responsible for delivering new products and services that will greatly improve the digital experience for our Workplace Solutions customers.</p><p><strong>Why Fidelity?</strong></p><ul><li>Three consecutive years on CareerBliss’ Top 50 Happiest Companies Employees Survey</li><li>A company that is committed to innovation and being an industry leader by investing in technology</li><li>More than 12,000 technology professionals utilizing an Agile methodology enterprise-wide</li><li>Access to premier technology platforms, OS, and frameworks</li></ul><h3><strong>Company Culture</strong></h3><p>At Fidelity, you can find it all here. We reward ambitious, and passionate individuals with a work environment that champions diversity, partnership and collaboration, while encouraging innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can supply to the forward-thinking and strong future of our company.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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

Principal Systems Analyst (REST, SQL, DataDog / Splunk)

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>Our high yield team manages over $100B of client assets and invests in US high yield debt, emerging market debt and a growing list of high yield alternative credit products. As a member of our Labs team, you will collaborate with our high yield team in Boston interacting directly with traders, portfolio managers, research analysts and investment services team to create new and innovative tools. We are looking for a quantitative software engineer with investment domain knowledge to join our AlphaBet Labs Team supporting our High Yield and Credit Alternatives business.. </p><p><strong>The Expertise You Have</strong></p><ul><li>Creative problem solver with experience in both financial services and software development in Python.</li><li>Bachelor’s degree in Computer Science or Finance or equivalent work experience.</li><li>CFA or commitment to work towards completing the CFA designation.</li><li>Experience with Private Credit, CLOs, High Yield Loans, Bonds and Real Estate a plus.</li></ul><p><br><strong>The Skills You Bring</strong></p><ul><li>You are extremely versatile, comfortable working alongside and communicating with investment professionals as well as developing creative technical solutions in this space.</li><li>You are robust data analyst comfortable with large datasets, writing queries in SQL and working with investment analytics and statistics.</li><li>You know how to process, manipulate and analyze data using Python, JavaScript and Excel VBA</li><li>You are interested in the development process as well as the outcome and will help improve our development and testing approach and deployment infrastructure. </li><li>You are collaborative and team minded with the ability to mentor and develop younger members of the team.</li></ul><p><br><strong>The Value You Deliver</strong></p><ul><li>Supporting our investment professionals in maximizing their effectiveness as they research markets, make investment decisions and trade.</li><li>Automating manual processes to save investment professionals time.</li><li>Supporting new product development with rapid turnaround technical solutions and data analysis to support their rollout.</li><li>Analyzing our investment and operational data and producing oversight reporting for our divisional leadership.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Principal Python Developer

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As a Director within the Fidelity Enterprise Services Compliance team, you will serve as a trusted business partner promoting a culture of commitment to compliance, regulatory and legal obligations. In this role, you will support Fidelity Labs, Fidelity Investments’ in-house startup incubator and other enterprise teams to build and maintain an enhanced compliance program. You will also work closely with the firms’ legal, risk, corporate affairs, and technology teams involved in supporting and strengthening Fidelity’s artificial intelligence and digital asset ecosystems.</p><p>You will:</p><ul><li><p>Closely collaborate with enterprise teams to ensure alignment between evolving business needs and the supporting compliance framework</p></li><li><p>Monitor the regulatory environment, advise internal partners on emerging rules and requirements, and assess the applicability of new rules and regulations</p></li><li><p>Research compliance matters and provide advice related to emerging technologies</p></li><li><p>Expand and adapt your compliance knowledge at a rapid pace to support a growing range of fields across FinTech, RegTech, and other lines of business at the frontline of financial services technology</p></li><li><p>Ensure business awareness and alignment with corporate policies and develop supplemental guidelines that contribute to a flexible compliance framework</p></li><li><p>Support the development, implementation and maintenance of business specific compliance roadmaps</p></li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><p>For this role your ability to master complex subject matters quickly, collaborate effectively, and problem solve with a risk-oriented mindset will be more important than in-depth experience in specific areas of compliance. Teamwork is not a slogan for us: it’s our daily experience and at the core of everything we do. The expertise and skills you bring will include most or all of the following:</p><ul><li><p>Bachelor’s degree or equivalent, and at least 8 years of experience with a preference for a background in compliance, risk, and/or regulatory practice</p></li><li><p>Familiarity with SEC, FINRA, FTC, CFTC and/or state level rules &amp; regulation</p></li><li><p>Experience in researching and interpreting legal regulations and guidance</p></li><li><p>An understanding of global compliance programs, including compliance policies and procedures, control frameworks, and risk assessments</p></li><li><p>Experience supporting software-as-a-service businesses and experience with data protection, digital asset, and AI related laws and regulations</p></li><li><p>Intellectual curiosity, passion for learning, and the ability to collaborate with teams focused on advanced data-science based technologies</p></li><li><p>Willingness to adapt to new systems and help maintain compliant practices in a rapidly evolving business environment</p></li><li><p>Ability to build relationships with decision makers and senior leaders across the organization</p></li><li><p>Outstanding analytical, organizational, communication, and problem-solving skills </p></li><li><p>Proven experience leading effective meetings to create positive outcomes</p></li><li><p>Ability to lead multiple projects while also contributing individual work</p></li></ul><h3><strong>The Team </strong></h3><p>This team reports to the Chief Compliance Officer for Fidelity Enterprise Services, a portfolio of agile, standalone organizations, which drive innovation with the purpose of collaborating with Fidelity’s businesses to develop new sources of revenue, explore emerging technologies, enhance operational capabilities, and improving the customer experience. The Enterprise Services portfolio also includes the Fidelity Center for Applied Technology, Advanced Technologies for Investment Management, Soteria and other teams. </p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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, Compliance

<h3>Job Description:</h3><p>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li><p>FINRA Series 7 &amp; 63 required prior to hire</p></li><li><p>Series 65 and/or 66 and state registrations required within 3 months of hire</p></li><li><p>Experience with High Net Worth clients</p></li><li><p>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</p></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</p></li><li><p>Remarkable knowledge of investment products</p></li><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</p></li><li><p>Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</p></li></ul><h3>Our Investments in You</h3><p>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</p></li><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></p></li><li><p>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></p></li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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>

Financial Consultant - Fairfield, CT

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Strategic Advisors Technology is seeking an <strong>IT</strong> <strong>Product Manager</strong> to join our team, focusing on the Model Management area of the business. In this role, you blend project management and product management expertise, with a passion for delivering results. You will work in in an Agile structure of several collaborating squads across geographic regions, where you will partner with Squad Leads, Chapter Leads, Scrum Masters, and other Fidelity leaders. This group has responsibility for building and maintaining the products that enable the Model Management function within Fidelity’s Strategic Advisors team to deliver valuable investment solutions to our clients.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree or above, preferably in Finance or Information Technology</p></li><li><p>10+ years of experience in program management and/or product management. Project/Program management accreditation a plus.</p></li><li><p>Experience in Agile/Scrum/Scrum at Scale, preferably in a financial services organization. Proficient in Agile and project management tools, including Jira/JiraAlign.</p></li><li><p>Strong focus on project execution and ability to identify, communicate and mitigate risks, issues and impediments to progress</p></li><li><p>Ability to partner with stakeholders to understand business needs and priorities in large and complex organizations, preferably with experience of investment management</p></li><li><p>Experience designing, developing and maintaining dynamic products, with the ability to understand and influence the direction of complex solutions</p></li><li><p>Proven experience managing deployment and support processes for Cloud and on-prem platforms in an enterprise software environment</p></li><li><p>Excellent communication, presentation, and collaboration skills, with an ability to mine data to provide insights to teams and stakeholders; high level of proficiency in Excel and PowerPoint</p></li><li><p>Capable of leading, influencing, and motivating colleagues without formal authority, and a track record of building highly effective teams</p></li><li><p>Establish and maintain unquestioning relationships with peers and stakeholders as you work across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</p></li><li><p>Intellectually curious and model a culture of continuous learning, mentoring, and coaching.</p></li></ul><p>The Value you Deliver </p><ul><li><p>You are accountable, along with the team's Scrums Masters and Squad Leads, for the efficient delivery of product increments according to the Release Plan, monitoring the execution of sprints and overseeing the planning and execution of software releases</p></li><li><p>You will partner with the team and business stakeholders to oversee ongoing planning and prioritization routines and ensure alignment on when work is to be performed and resource needs and availability</p></li><li><p>You will influence the plan’s goals, prioritization calls and solution approaches, and assist in the development of a Product Area-level roadmap</p></li><li><p>You champion the evolution, establishment and monitoring of key metrics that evaluate team progress, results, and drive organizational excellence</p></li><li><p>Partner with Chapter and Engineering Leads to optimize development and delivery processes and maximize how the team delivers value</p></li><li><p>Organize, facilitate and run effective stakeholder meetings and ensure strong governance routines are in place across the group and its projects</p></li><li><p>You will take the lead on specific key projects, partnering with the team’s leaders and business stakeholders to define project goals and scope, and put a plan in place</p></li><li><p>For key projects, you will drive project tracking and governance routines, including executive updates</p></li><li><p>You champion an agile way of working and practices of continuous improvement throughout the team.</p></li></ul><p><strong>The Team</strong></p><p>Strategic Advisers is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail, workplace and institutional distribution channels. For more than 30 years, Strategic Advisers has specialized in the design, construction and management of asset allocation solutions to help investors reach their financial goals. With over $1 trillion in assets under management, the Strategic Advisers team of investment professionals constructs and manages portfolios for over three million customer accounts. In Strategic Advisors Technology, we build and maintain the platforms that drive this growing business.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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, IT Delivery Program Manager

<h3>Job Description:</h3><p>Director - Architecture, Salesforce Integration</p><p>As the Director of Architecture, you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity use of Salesforce and integration with Fidelity systems. You will work closely with peer business unit architects and technology leaders, key business stakeholders, and other architects leading related capabilities.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Ten years or more working in an architecture or engineering role with five years or more experience as a solution architect.</li><li>Minimum 5+ years of experience in Salesforce.com integrations developed or customized in Sales cloud and Service cloud</li><li>Minimum 5+ year of experience in Salesforce Lightning, Salesforce configuration, Integration and Customization projects</li><li>Experience with Salesforce, SaaS integrations, web and custom applications, etc</li><li>Proven experience with salesforce core architecture (APIs, security, data model)</li><li>Experience designing and supporting enterprise level infrastructure using public cloud technologies, particularly AWS and Azure.</li><li>Demonstrated excellence in communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization</li></ul><ul><li>A passion for solving complex problems and a track record of delivering innovative solutions for solving them</li><li>Knowledge of Financial Services businesses is a plus.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Delivering and maintaining Salesforce related capabilities, solutions, integrations, solution architectures, patterns, guidelines, and specifications for Fidelity’s architectural standards. </li></ul><ul><li>Supporting and enabling technology partners to deliver increased value to our customers and operations associates. </li></ul><ul><li>Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. </li></ul><ul><li>Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. </li></ul><ul><li>Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. </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 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.</p><p>We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.</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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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, Architecture - Salesforce Integration

<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 66 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>The base salary range for this position is $45,000 - $75,000 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>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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Fort Collins, CO

<h3>Job Description:</h3><h3><strong>The Team</strong></h3><p>Client Experience (CE) is part of the Fund and Brokerage Operations and Technology (FBOT), a division under Fidelity Institutional (FI). CE drives the service strategy for FI's client-facing businesses that serve the Fidelity Clearing &amp; Custody (FCCS) market, which include banks and broker dealers on the National Financial (NF) platform and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators on the Institutional Wealth Services (IWS) platform. CE also provides service support for single family, multifamily and wealthy family segments of Fidelity's Family Office (FFOS) business.</p><h3><strong>The Purpose of Your Role</strong></h3><p>We provide outstanding customer service to clients through innovation, dedication and commitment to quality! The Client Training Specialist is responsible for delivering product, operational services, and technical training, and consultative services to Registered Investment Advisors in person or virtually. As part of this role, we assist in the development of training materials and documentation because they are considered a subject matter expert on the products and services the company offers.</p><h3><strong>The Expertise We’re Looking For </strong></h3><ul><li>4+ years of work experience in either a financial services or brokerage company</li><li>Undergraduate degree required</li><li>Travel required – approximately 15%</li></ul><h3><strong>The Skills You Bring </strong></h3><ul><li>Prior training experience is preferred</li><li>Series 7 &amp; 63 licenses required</li><li>Excellent facilitation and presentation skills are essential</li><li>Outstanding communication skills, organization, accuracy, and detail orientation.</li><li>Proficiency with MS Office; specifically PowerPoint and Word</li><li>Superior knowledge of Fidelity brokerage policy and procedures; knowledge of FCCS products and services preferred</li><li>Ability to work independently with minimal direction</li></ul><h3><strong>The Value You Deliver </strong></h3><ul><li><strong>Training Delivery</strong> - Deliver web-based, telephone-based, video-based, and/or on-site training, standard methodologies and feedback to Registered Investment Advisors on products, services, and policies and procedures to drive operational efficiencies.</li><li><strong>Project Management</strong> - Leads individual assignments and updates resourcing tool to allow for capacity planning and to provide status on client training</li><li><strong>Business Knowledge</strong> - Demonstrates ability to navigate the Custody organization through developing a network of contacts that help yield targeted results and understanding how own day-to-day work contributes to and aligns with company strategies and plans.</li><li><strong>Relationship Management</strong> - Demonstrates integrity &amp; flexibility and understands roles, boundaries &amp; mutual expectations, while establishing rapport when working with RIA Clients, Bank Trust, and Retirement Advisors and Record Keepers</li></ul><p><strong>Interpersonal: Communication, Collaboration, and Leadership</strong></p><ul><li>Communicates clearly and appropriately with peers and business partners by articulating personal views and ideas while adjusting communication style to meet a variety of personality styles.</li><li>Cultivates relationships in and out of the department to build an informal network of people who can provide information and support needed to complete project tasks and demonstrates a dedication to team goals</li><li>Supports business decisions, raises issues when quality standards do not agree with business goals and knows when to follow and when to lead in making business decisions</li></ul><p>NOTE: This req is not considering candidates that require sponsorship</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Training<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>

Client Training Specialist

<h3>Job Description:</h3><p>If you have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, 9/10 strongly preferred. Required to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>In this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. </p><p>The <strong>Skills</strong> You Bring</p><ul><li>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</li><li>With your professional demeanor and excellent interpersonal skills, you have a natural ability to influence and enhance the skills of others</li><li>You’re able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations</li><li>You have a positive attitude and a strong work ethic, enabling you to easily foster relationships with clients, as well as internal associates</li><li>You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations</li><li>You have a keen knowledge of compliance and regulatory guidelines and you motivate others to work with a high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>This member of branch management will:</p><ul><li>Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction</li><li>Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential</li><li>Build a culture of trust through compelling communication, collaboration and coaching</li><li>Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations</li><li>Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation</li><li>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own investor center, this role is your first step. You’ll learn firsthand how to lead a successful and compliant office, and most importantly, you’ll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential.</p>The base salary range for this position is $106,500 - $171,500 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>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><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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