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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As the Stock Plan Services (SPS) Product Manager, also known as the Squad Leader, you blend Stock Plan expertise with a passion for delivering results. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, define the resource requirements, set the mission, and bring the squad together to execute on specific results and ensure respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the 'what' and 'when' of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role. You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture.</p><p>You possess a customer-first mindset, an ability to develop data pipelines that can be used to track, analyze, and improve our digital products and develop insights that will define the product vision from inception to launch. This is a customer-centric role, working to translate the needs of users into digital business opportunities.</p><p>This role will focus on:</p><ul><li>Setting the vision and strategy that will enhance the product capability and customer experience for our global stock plan participants</li><li>Driving strategic alignment across Stock Plan participant digital and services teams and partners in wealth and brokerage</li><li>Analyzing customer data from various digital touchpoints to create actionable insights and solutions</li><li>Defining, refining, and communicating your team's mission and multi-year roadmap to squad members and business partners to empower and rally support</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</li><li>Inspecting and evaluating progress, and removing impediments for your squad</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>8-10+ years of related product management experience, systems development, product development, and/or project/product management</li><li>Financial services/stock plan services experience preferred</li><li>Bachelor’s degree preferred</li><li>Agile experience preferred</li><li>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to enhance value delivered</li><li>Strong analytical skills with experience defining metrics for your product areas, running A/B tests at scale and dissecting test performance to inform product decisions and roadmap</li><li>You have a continuous improvement approach and possess excellent analytical, organizational, and communication skills</li><li>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</li><li>Experience inspiring and mobilizing all levels of the organization with your product vision, data-centric thinking, and customer/developer passion</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You are intellectually curious and model a culture of learning and coaching</li></ul><p><strong>The Team</strong></p><p>Stock Plan Services provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.</p><p><em>Note: Fidelity is not providing immigration sponsorship for this position</em>.</p><h3>Certifications:</h3><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>

Fidelity Investments

Product Manager, Stock Plan Employee Digital

<h3>Job Description:</h3><p><strong>The Position:</strong></p><p>Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to lead a Risk Platform Operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.</p><p>The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&amp;Cs, and portfolio holdings. In this role, you will provide data expertise to portfolio and risk managers who use portfolio risk models and engineering teams which build production processes around them.</p><p>This leader will mentor more junior members of the team, helping them gain the domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer investor questions, and develop automated systems for identifying data quality issues. </p><p><strong>The Value You Deliver:</strong> </p><ul><li>Contribute to the data model design and lead the management and stewardship of data assets used in risk management and portfolio construction</li><li>Manage a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them, while building and tracking data quality KPIs</li><li>Update and verify the multi factor risk model inputs and outputs before delivery to clients</li><li>Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source</li><li>Analyze systems, processes and data provider relationships to find efficiencies and improve accuracy and timeliness of reporting</li><li>Mentor junior analysts to help them grow their data domain, data operations and security modeling skill sets</li></ul><p><strong>The Skills You Bring:</strong></p><ul><li>Extensive experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg</li><li>Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets</li><li>Highly proactive and self-motivated with the ability to meet objectives under minimal direction providing oversight and mentorship to junior team members</li><li>Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings</li><li>Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks</li></ul><p><strong>The Expertise You Have:</strong></p><ul><li>Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field</li><li>5+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role</li><li>Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow</li><li>Excellent written and verbal communication skills; experience working with technical, investment and senior leadership teams</li><li>Experience as a leader in a team environment, mentoring junior associates, ideating process improvements and influencing partner teams</li><li>Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments</li><li>Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source</li><li>Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process</li><li>Experience in documenting essential procedures and calculations, and validating data</li><li>Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations</li></ul><p><strong>The Team:</strong></p><p>The Risk Platform team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p>The base salary range for this position is $126,000-$212,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Director, Quantitative Data Operations

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 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>Relationship Management

Planning Consultant - Del Mar, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $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>Sales

Financial Consultant - Paramus, NJ

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Do you enjoy working with data and uncovering insights that lead to actions?</p><p>In this role you will develop and deliver analytics capabilities for Fidelity’s not-for-profit retirement plan sponsors. You will work closely with a dedicated and hard-working team of analysts to provide client insights, data-driven presentations, and tools that promote solutions to optimize the plan and employee engagement efforts. The capabilities you build will make a difference, helping improve the retirement outcome of millions of not-for-profit workers across healthcare, higher education, and faith-based industries!<br>​</p><p><strong>What You Will Do</strong></p><ul><li><p>Identify and capture data from multiple sources, then perform modeling and analysis to generate clear insights and recommendations.</p></li><li><p>Create and present dashboards, reports, and visuals that communicate complex information simply and credibly to business partners and clients.</p></li><li><p>Prototype and build self-service analytics tools that enable partners to access and use data effectively.</p></li><li><p>Collaborate with stakeholders to frame problems, define success metrics, and prioritize the analytics roadmap.</p></li><li><p>Ensure data quality, documentation, and reproducibility across analyses and deliverables.</p></li></ul><p><strong>The Expertise You Have</strong></p><ul><li><p>Bachelor’s Degree, or equivalent, in information technology, data analysis, data science, finance, engineering, or a closely related field required</p></li><li><p>3+ years in analytics/business intelligence or 2+ years with a Master’s in a related field</p></li><li><p>Proven experience delivering business intelligence and analytics solutions that inform strategic decisions</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Proficiency with business intelligence tools such as Tableau or Power BI, including data preparation and dashboard/report development.</p></li><li><p>SQL skills for querying and transforming data.</p></li><li><p>Ability to manage multiple projects independently, with strong attention to detail and quality.</p></li><li><p>Critical thinking, problem framing, and data storytelling skills for executive and client audiences.</p></li><li><p>Preferred</p></li><li><p>Experience with a cloud data warehouse (for example, Snowflake) and data preparation tools (for example, Alteryx)</p></li><li><p>Knowledge of retirement plans and the not-for-profit sector (healthcare and higher education).</p></li><li><p>Experience with a scripting language (Python or R) for analysis and automation.<br>Familiarity with data governance, documentation, and reproducible analytics practices</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<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>

Manager, Data Analytics & Insights Tax Exempt Market

<h3>Job Description:</h3><p>The Position:</p><p>Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to join a risk platform operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.</p><p>The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&amp;Cs, and portfolio holdings. </p><p>In this role, you will utilize domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer portfolio and risk manager questions, and develop automated systems for identifying data quality issues. </p><p>The Value You Deliver: </p><p>Act as the steward of data assets used in risk management and portfolio construction<br>Be responsible for a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them<br>Update and verify the multi factor risk model inputs and outputs before delivery to clients<br>Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source<br>Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting</p><p><br>The Skills You Bring:</p><p>Experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg<br>Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets<br>Highly proactive and self-motivated with the ability to meet objectives under minimal direction<br>Experience with vendor-provided risk data and capabilities, including Bloomberg PORT, BarraOne, RiskManager and/or Axioma<br>Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings<br>Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks</p><p><br>The Expertise You Have:</p><p>Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field<br>3+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role<br>Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow<br>Excellent written and verbal communication skills; experience working with both technical and investment teams<br>Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments<br>Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source<br>Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process<br>Experience in documenting essential procedures and calculations, and validating data<br>Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations</p><p><br>The Team:</p><p>The Risk Platform Operations team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Associate, Quantitative Data Operations

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>SPS Private Markets is seeking an experienced and passionate product owner to join our team in a key role responsible for delivering new capabilities and business growth for late-stage, enterprise clients! You will support the intersection of Fidelity’s public and private equity administration offering enabling our private market’s clients and their participants to achieve impactful ownership via our platform and servicing offerings. You will partner with other leaders to influence the broader strategic decisions and roadmaps, define the resource requirements, set the mission, and bring product development teams together to drive specific results and ensure respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the 'what' and 'when' of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role.</p><p>You will work in partnership with the Product Area Leader, team members, and chapter leaders within the Private Markets segment for Stock Plan Services. By role modeling and promoting Fidelity leadership principles, you will promote and sustain an innovative and forward-leaning culture.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>10+ years experience and demonstrated achievement in product/project management, product or systems design/development, and/or new product development</li><li>Bachelor’s or Master’s degree in finance, computer science, engineering or other quantitative field preferred</li><li>Private Company Capitalization Table, Equity Financing and Administration, Financial Services experience preferred</li><li>Passion for product design and development using best practices such as Agile, Design Thinking, and Job-to-be-Done frameworks. Strong technical abilities supporting platform strategy, design, and implementation within the technology and organizational systems associated within large enterprises</li><li>Exceptional analytical and problem-solving skills; capable of distilling insights and customer behaviors leveraging data driven hypothesis from abstract and unstructured data to understanding client needs, translate them into strategic goals, prioritize to enhance value delivered, and action them into delivery</li><li>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You have a continuous improvement approach and are intellectually curious and model a culture of learning and coaching</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Defining, refining, and communicating your team's mission to squad members and business partners to empower and rally support</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</li><li>Measuring performance through established critical metrics and delivering agreed upon business, technology, and people results</li><li>Inspecting and evaluating progress, and removing impediments for your squad</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li></ul><p><strong>The Team</strong></p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. The SPS Private Markets segment services late-stage, enterprise and pre-IPO clients with a full suite of private company administrative needs including capitalization table management, equity financing support, liquidity solutions, next round and waterfall exit modelling, document storage and electronic execution, board management tools, and employee onboarding support.</p><p><em>Note: Fidelity is not providing immigration sponsorship for this position</em>.</p><h3>Certifications:</h3><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, SPS Private Markets Product

<h3>Job Description:</h3><p><strong>Analyst, Fidelity Consulting </strong></p><p><strong>The Role </strong></p><p>As an Analyst, you will provide your expertise meaningfully to projects that seek to tackle Fidelity’s most pressing business challenges. You will: deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation, all while working reciprocally in a team setting. In addition to project work, you will be given opportunity to partake in independent or small group projects to develop creative new ideas for Fidelity.</p><p><strong>The Expertise &amp; Skills you bring </strong></p><ul><li><p>You hold a bachelor’s degree</p></li><li><p>You have 2-3 years of work experience; prior management consulting, strategy, financial services or similar experience preferred</p></li><li><p>Experience with team project work, general management, and/or analytics and conceptual problem solving</p></li><li><p>Analytically minded with strong written and verbal communication skills</p></li><li><p>The expert ability to create business insights and participate in all-star teams</p></li><li><p>You have strong research and problem-solving skills, including the ability to synthesize findings and develop practical, concrete recommendations</p></li><li><p>You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations</p></li><li><p>Your intellectual curiosity and tenacity to develop creative approaches to problem solving</p></li><li><p>You have a strong attention to detail and comfort with ambiguity</p></li><li><p>You possess a can-do attitude and eagerness to learn</p></li><li><p>You have proven experience working on consulting teams to address business challenges for clients / business partners, or experience in an analytic role in the Financial Services industry</p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p><strong>The Team</strong></p><p>Fidelity Consulting (FC) consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.</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>

Analyst, Fidelity Consulting

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

Investment Consultant - Indianapolis, IN

<h3>Job Description:</h3><p><strong>The Position:</strong></p><p>Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to join a risk platform operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.</p><p>The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&amp;Cs, and portfolio holdings. </p><p>In this role, you will utilize domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer portfolio and risk manager questions, and develop automated systems for identifying data quality issues. </p><p><strong>The Value You Deliver:</strong> </p><ul><li>Act as the steward of data assets used in risk management and portfolio construction</li><li>Be responsible for a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them</li><li>Update and verify the multi factor risk model inputs and outputs before delivery to clients</li><li>Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source</li><li>Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting</li></ul><p><strong>The Skills You Bring:</strong></p><ul><li>Experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg</li><li>Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets</li><li>Highly proactive and self-motivated with the ability to meet objectives under minimal direction</li><li>Experience with vendor-provided risk data and capabilities, including Bloomberg PORT, BarraOne, RiskManager and/or Axioma</li><li>Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings</li><li>Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks</li></ul><p><strong>The Expertise You Have:</strong></p><ul><li>Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field</li><li>3+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role</li><li>Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow</li><li>Excellent written and verbal communication skills; experience working with both technical and investment teams</li><li>Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments</li><li>Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source</li><li>Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process</li><li>Experience in documenting essential procedures and calculations, and validating data</li><li>Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations</li></ul><p><strong>The Team:</strong></p><p>The Risk Platform Operations team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p>The base salary range for this position is $107,000-$181,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

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