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Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a full time float for our Schertz/New Braunfels/Seguin Region starting at $20.00/hour!&nbsp;Bilingual in Spanish and English?&nbsp; Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification.Candidates selected for this position must be able to work at all of our Schertz/New Braunfels/Seguin area branch locations to meet our growing staffing needs.&nbsp;Branch locations include: Schertz, Creekside, Gonzales, New Braunfels, Northcliffe, Oak Run, Seguin, Seguin Northwestbranches.&nbsp;As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of face to face transactions and maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to solve problems, make timely and informed decisions, and apply common sense to carry out detailed written or oral instructions</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Ability to sit or stand for extended periods of time</li><li>Good vision (correctable), hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

RBFCU

Float Schertz/New Braunfels Region - Branch Member Service Representative - Full Time

Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in the New Braunfels branch location starting at $20.00/hour!Bilingual in Spanish and English? Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification. The New Braunfels branch is located at: 994 N. IH 35, New Braunfels, TX 78130.As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of face to face transactions and maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to apply common sense understanding to carry out detailed and somewhat involved written or oral instructions</li><li>Ability to handle problems involving a few concrete variables in standardized situations</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Teamwork and dedication to developing strong relationships with coworkers</li><li>Able to move over 50 pounds (coin bins occasionally) and sit or stand for long periods of time</li><li>Good vision (correctable), hearing, and manual dexterity</li></ul>Preferred:<ul><li>Bilingual (English/Spanish)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

New Braunfels Branch Member Service Representative - Full Time

The Team: The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution. The Role: In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience. The Expertise We Are Looking For: <ul> <li>Bachelor’s Degree required </li><li>5+ years client service or client/vendor relationship management experience </li><li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus </li></ul> The Skills you Bring: <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections. </li><li>Strong experience advocating for the needs of clients. </li><li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business. </li><li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients. </li><li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity. </li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business. </li></ul> The Value you Deliver: <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations. </li><li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients. </li><li>Provide clear and timely follow-up to all client questions and concerns. </li><li>Define, refine, and communicate the progress of the initiative to Fidelity team members. </li><li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process. </li><li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures. </li></ul> How Your Work Impacts the Organization Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients. Company Overview At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity TalentSource

Program Manager

<h3>Job Description:</h3><h3>Note: Fidelity is not providing immigration sponsorship for this position</h3><h3>Job Description</h3>The Marketing Technology team is seeking a highly skilled and experienced Salesforce Marketing Cloud (SFMC) specialist to join our team. The ideal candidate will be a hands-on leader, accountable for the technical design and configuration, implementation, and optimization of our marketing automation solutions on the SFMC platform. This role requires a deep understanding of SFMC's architecture, a strong background in AMPscript, SSJS, SQL, and API integrations, and the ability to translate business needs into technical solutions. The Specialist will mentor junior developers, promote best practices, and ensure the scalability, security, and performance of our SFMC initiatives.<h3>The Expertise You Have</h3><ul><li>Proven experience as a specialist on complex SFMC projects</li><li>Strong experience with SFMC's core modules, including Journey Builder, Content Builder, Email Studio, Automation Studio, Cloud Pages</li><li>Expert-level proficiency in AMPscript, Server-Side JavaScript, and SQL</li><li>Experience with Responsive HTML/CSS and JavaScript for web and email clients</li><li>Experience with REST/JSON API clients</li><li>Deep knowledge of Salesforce CRM and Marketing Cloud data models</li><li>Experience with Agile/Scrum methodologies and tools (e.g., Jira, Confluence)</li><li>Minimum of 8 years of relevant experience with 4 years in SFMC</li><li>Bachelor’s degree in computer science, or related field, or equivalent practical experience</li></ul><h3>The Skills You Bring</h3><ul><li>Excellent problem-solving, analytical, and communication skills</li><li>Ability to work and learn both independently and as part of a team</li><li>Passion for building great digital customer experiences</li><li>Ability to solve problems and improve processes with ingenuity and innovation</li><li>Experience supporting Financial Services, Marketing and Sales </li></ul><ul><li>Certifications in Salesforce Marketing Cloud and related tools</li><li>Familiarity with version control and CI/CD pipelines (e.g., git, Jenkins)</li><li>Knowledge of Web Security frameworks (e.g., OWASP)</li><li>Experience with other Salesforce Clouds (e.g., Sales Cloud, Service Cloud)</li><li>Diverse knowledge of other programming languages, platforms and tools</li></ul><h3>The Value You Deliver</h3><ul><li>Leadership: Coach a technical team to design, develop and support complex SFMC solutions. Guide the team to make decisions based on long-term view of trends, issues and business implications.</li><li>Best Practices &amp; Governance: Influence and promote development standards, coding best practices, and technical governance to ensure the quality, security and long-term maintainability of solutions.</li><li>Solution Architecture: Collaborate with stakeholders and business analysts to translate business requirements into clear, actionable technical designs following system-design best practices.</li><li>Data Management: Oversee data model integrity, efficiency, usage limits, and data security within SFMC.</li><li>Mentorship &amp; Training: Mentor and guide junior developers, providing technical guidance and fostering a culture of continuous learning.</li><li>Troubleshooting &amp; Support: Act as the escalation point for complex technical issues, providing expert-level troubleshooting. Provide solutions to both immediate and long-term issues.</li><li>Business Impact: Enhance business processes by developing or introducing breakthrough products, services, processes, or technological advancements with measurable business value. </li></ul><h3>The Team</h3>The Marketing Technology team focuses on designing and implementing capabilities and experiences that bring customer strategies to life. Technically creative and nimble, this team is known for creating innovative user-friendly solutions based on complex business requirements from business stakeholders across the organization. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture.<h3>Certifications:</h3><h3>Category:</h3>MarketingMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Director, Marketing Technology--Salesforce

<h3>Job Description:</h3>If you are dynamic, able to drive transformation, and thrive on managing key relationships, this Vice President, Head of ET Vendor Management role may be just what you are looking for!The Vice President Head of ET Vendor Management will work with all levels of management to stand up and manage a Vendor Management function and team within Enterprise Technology.The ability to build effective working relationships with business leaders to champion support of the ET Vendor Management program and related initiatives, and strong change management skills are key elements to success in the position.The role:<ul><li>Lead a team responsible for overseeing key technology vendors across infrastructure, software, cloud, data, cybersecurity, AI, and managed services – ensuring we have the right level vendor oversight, management practices and consistent governance.</li><li>Develop and execute vendor strategies that align with Fidelity’s enterprise technology roadmap, ensuring optimal performance, cost efficiency, and innovation.</li><li>Collaborate with senior technology leaders across ET and business units to understand evolving needs and ensure vendor capabilities are aligned.</li><li>Drive vendor governance and performance management, including scorecards, SLAs, risk assessments, and continuous improvement initiatives in alignment with the Enterprise Vendor Management practices and requirement.</li><li>In partnership with Procurement and Legal, negotiate complex contracts and renewals in ensuring favorable terms and compliance with Fidelity Standards.</li><li>Champion technology excellence by staying current on emerging trends, evaluating vendor capabilities, and advising on build vs. buy decisions.</li><li>Foster a culture of accountability, transparency, and collaboration within vendor management team and across the broader technology organization.</li></ul>The Expertise and skills you bring:<ul><li>Strong technical background with the ability to understand and evaluate infrastructure, cloud, software, and emerging technologies.</li><li>15+ years experience in technology vendor management, strategic sourcing, or IT relationship management, preferably in large enterprise.</li><li>Proven leadership experience managing high-performing teams and influencing senior stakeholders.</li><li>Deep understanding of vendor lifecycle management, contract negotiation, and performance governance.</li><li>Excellent communication, negotiation, and analytical skills.</li><li>Experience working in a highly regulated environment (e.g., financial services) is a plus.</li><li>Bachelor’s degree in Computer Science, Engineering, Business, or related field; MBA or equivalent preferred.</li><li>Demonstrated ability as effective people manager, innovator and change agent.</li><li>Ensure vendor compliance with Fidelity policies, procedures, and standards. Oversee, measure, and report vendor performance relative to contracted expectations, including matrixed responsibilities for supplier management activities in Risk Management, Supply Management, and Legal</li><li>· Lead assessment of vendor risk and monitor vendor financial viability, resiliency, and management stability.</li><li>· Drive continuous improvement with all key suppliers through effective project lifecycle management and business process engineering efforts.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team:The mission of our ET Vendor Management organization is to drive performance, efficiency, and value from the most strategic supplier relationships within the Enterprise Technology businesses we support. We are seeking a dynamic individual with strong program management skills to contribute to business profitability through supplier related financial improvements, proactively identifying and mitigating vendor risk, and driving flawless vendor execution, efficiency, and value. <h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Head of ET Vendor Management

<h3>Job Description:</h3>Are you excited about applying your full stack engineering skills to build Digital Experiences for customers that participate in Equity Compensation plans? Fidelity's Workplace Solutions (WS) Digital Platforms Technology team is looking for a Director, Software Engineer to craft, build, test, and deliver the features that make up Fidelity’s digital experiences. You will also provide guidance and mentor developers within the wider Digital Platforms Technology team.<h3>The Value You Deliver</h3>Strategy &amp; Planning:<ul><li>Defines and executes on tech vision in consultation with architecture, engineering and product leadership.</li><li>Brings tech vision to life; emphasizes platform stability, engineering discipline, and builds a plan to address end-of-life technologies.</li><li>Facilitates the alignment of the product roadmap with tech driven initiatives.</li></ul>Coaching &amp; Mentoring:<ul><li>Mentors agile teams including developers, testers and analysts. Acts as a link between product and architecture.</li><li>Creates next-gen tech leads by investing significant efforts in coaching and mentoring associates.</li><li>Serves as the authority on technical solutions and standards.</li></ul>Hands-on Engineering:<ul><li>Acquires expertise in Fidelity-specific practices while staying engaged on emerging industry standards. Shapes engineering guidelines, ensuring they remain up-to-date with the latest industry trends.</li><li>Works on strategic projects that span multiple business units and product teams. Provides technical mentorship and leadership, including hands-on development, especially where new coding patterns are introduced.</li><li>Acts as the steward of tech vision, delivers on complex projects with a focus on incremental value delivery to achieve the tech vision.</li></ul>Scope:<ul><li>Provides technical leadership to multiple agile teams.</li><li>Works across business units to develop an engaged engineering community. Maintains focus on strong engineering discipline.</li><li>Serves as a developer advocate. Brings developer experience concerns to the fore and helps improve developer experience.</li><li>Serves as an escalation point for production issues.</li></ul><h3>The Expertise You Bring:</h3><ul><li>At least 10 years of hands-on coding experience.</li><li>Expertise in front-end programming languages and frameworks such as , along with expertise in back-end frameworks like . </li><li>Strong problem-solving ability.</li><li>Ability to quickly get up to speed, assess viability of solutions and</li><li>Deep expertise in &lt;1 or 2 specific languages / frameworks&gt; with solid abilities to enable value delivery in other areas including .</li></ul><h3>The Team</h3>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 that meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which champions 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.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Full Stack Engineering

<h3>Job Description:</h3>Compliance AnalystThe RoleThe Testing &amp; Reporting Compliance Associate is responsible for completion of Plan Year End Summary (PYES/annual reporting) and Form 5500 work. The position also provides incoming phone support to plan sponsors and auditors via the Testing and Reporting Services Helpline:<ul><li>Preparation of Form 5500 files and/or year-end report processing</li><li>Provide support to other staff members for more advanced and special tier PYES and Form 5500 work</li><li>Respond to basic technical and data related questions from business partners</li><li>Research and reconcile processing errors/issues related to production work</li><li>Provide incoming phone support via Helpline as required</li></ul>The Expertise and Skills You Bring <ul><li>College degree preferred</li><li>3+ years of experience working with Defined Contribution plans</li><li>Defined Contribution plan reporting and/or Form 5500 experience preferred</li><li>Understanding of basic define contribution plan rules – vesting, eligibility, withdrawals</li><li>Basic math and/or accounting skills</li><li>Strong computer/database/recordkeeping skills - specifically Excel</li><li>Demonstrated problem solving skills</li><li>Ability to work effectively with clients and peers</li><li>Basic verbal and written communication skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Testing &amp; Reporting Compliance Analyst works as part of a team to deliver a timely and accurate Plan Year End Summary to our clients to help them meet the regulatory requirements of having a qualified retirement plan. In Testing &amp; Reporting Services, we strive to continuously evolve our processes, systems, and training, to increase quality, drive efficiency, and provide a better experience for our Clients and Associates.<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

401K Compliance Analyst

<h3>Job Description:</h3>Business Overview Client Experience (CE) is part of 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 Services (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, multi-family and wealthy family segments of Fidelity's Family Office (FFOS) business. The Purpose of Your Role 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 Wealthscape platform training, and consultative services to RIA’s in person or virtually. As part of this role, we assist in the development of training materials and documentation because we are considered a subject matter expert on the products and services the company offers. The Expertise We’re Looking For <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% (Pre/Post COVID) </li></ul>The Skills You Bring <ul><li>Prior training experience preferred </li><li>Series 7 &amp; 63 licenses required </li><li>Excellent facilitation and presentation skills are essential </li><li>Outstanding communication, organization, accuracy, and attention to detail </li><li>Proficiency with MS Office; specifically PowerPoint and Word </li><li>Superior knowledge of FCCS products and services preferred </li><li>Familiarity with Wealthscape preferred </li><li>Ability to manage projects and work independently with minimal direction </li></ul>The Value You Deliver Training Delivery - Delivers web/video-based and/or on-site training on products, services, and policies and procedures to drive operational efficiencies Project Management - Leads individual assignments and updates resourcing tool to allow for capacity planning and provide status on client training Business Knowledge - Demonstrates ability to navigate the Custody organization through developing a network of contacts that help yield targeted results and understanding how day-to-day work contributes to and aligns with company strategies and plans Relationship Management - Demonstrates integrity and flexibility, understands roles, boundaries and mutual expectations, while establishing rapport when working with RIA Clients, Bank Trust, Retirement Advisors and Record Keepers Interpersonal: Communication, Collaboration, and Leadership - <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></ul><ul><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></ul><ul><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>NOTE: This req is not considering candidates that require sponsorship<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>TrainingMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Client Training Specialist

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

Director, Architecture - Salesforce Integration

<h3>Job Description:</h3><h3>The Role</h3>Are you looking for a fast-paced Compliance role supporting both traditional finance and emerging tech businesses within Fidelity? As a Senior Compliance Advisor on our team, you will help build compliance oversight programs, including regulatory inventory development, controls documentation and testing, and training. You will work closely with associates in one of our innovation centers, Fidelity Center for Applied Technology (FCAT), reviewing marketing materials and other external content and providing valued guidance as they experiment and build new products and businesses in areas including digital assets and AI. You will also work on our technology compliance program, researching and assessing technology for policy compliance as well as regulatory compliance in areas including electronic communications, records retention, and privacy.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree with 5-7 years of financial industry experience or Masters/MBA/JD with 1-3 years of experience</li><li>Curiosity about emerging technologies, including digital assets and AI</li><li>Comfortable operating in an evolving regulatory environment</li><li>Outstanding written and verbal communication skills with attention to detail</li><li>Committed and collaborative teammate with excellent research, creative problem-solving, and analytical skills</li><li>Strong ability to work independently, multi-task, and prioritize under time pressure</li></ul><h3>The Team</h3>Our team supports Enterprise Services, a business unit within Fidelity comprised of a portfolio of agile, standalone organizations that drive innovation with the purpose of collaborating with Fidelity’s businesses to develop new sources of revenue, explore emerging technologies, enhance operational capabilities, and improve the customer experience.<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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