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SOFTWARE ENGINEER IN TEST The Role As a Software Engineer Test Automation on the Wallet team, you’ll get the opportunity to develop your skills and collaborate with engineers across Fidelity in a fun and dynamic environment. In this role, you will be working with a team of software developers and test automation engineers passionate about promoting testing practices, implementing test automation, and executing test suites. The Expertise We’re Looking For <ul> <li> Degree or equivalent in Computer Science, Information Technology or related discipline. </li></ul> <ul> <li> 4+ years Software Quality Engineering and Automation experience. </li></ul> <ul> <li> Strong understanding of QA methodology and the Software Development Lifecycle. </li></ul> <ul> <li> Experience in building and maintaining automated test frameworks and testing. </li></ul> <ul> <li> Solid experience with test automation tools and frameworks such as Playwright, Selenium, supporting software solutions developed in Java, Springboot, SQL (Postgres), REST APIs and AWS serverless technologies. </li></ul> <ul> <li> Ability to contribute to the QA automation strategy for our applications. </li></ul> <ul> <li> Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as Jenkins. </li></ul> <ul> <li> Experience with requirement analysis, defect tracking, coordinating with team members in different locations, and test reporting and signoff. </li></ul> <ul> <li> Experience working in an agile scrum development environment. </li></ul> <ul> <li> Financial Services experience preferred, but not essential. </li></ul> The Skills You Bring <ul> <li> You have a solid technical background of solving problems and identifying root cause. </li></ul> <ul> <li> You’re able to quickly assess and become knowledgeable about subject matter/become the authority. </li></ul> <ul> <li> You are a reciprocal teammate who can work independently across local and distributed teams. </li></ul> <ul> <li> You share your knowledge and enjoy mentoring other members of the team. </li></ul> <ul> <li> You demonstrate ownership and accountability through proactive task management. </li></ul> <ul> <li> You have excellent written and oral communication skills. </li></ul> <ul> <li> You are collaborative in your approach, actively contributing to how work gets completed. </li></ul> The Value You Deliver As part of a scrum team, you will: <ul> <li> Actively participate in the development process through designing, writing and maintaining application features and automated tests including unit tests, functional tests and end-to-end regression tests. </li></ul> <ul> <li> Use your knowledge of development and testability to build better software, promoting excellent software engineering and bug prevention strategies to produce software and automation test suites that are scalable and maintainable. </li></ul> <ul> <li> Oversee quality inspections of test and development and the corresponding audit artifacts within the team. </li></ul> <ul> <li> Write automated / manual test cases to encompass the acceptance criteria in a user story. </li></ul> <ul> <li> Log defects detected by the test cases and co-ordinate prioritization. </li></ul> <ul> <li> Facilitate reviews of test cases with your scrum team to ensure that all paths are covered by the tests. </li></ul> <ul> <li> Collaborate with team members on improving test coverage, release velocity and production health. </li></ul> <ul> <li> Reproduce, debug, and isolate problems and verify fixes. </li></ul> <ul> <li> Share your expertise in Software Quality Engineering across the software team and assist your fellow team members to upskill in testing and automation. </li></ul> The Team Fidelity Digital Assets, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.? Within Fidelity Digital Assets, the DevOps &amp; Automation Engineering Team is responsible for QA Automation, API Support, CI/CD automation and release engineering. 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

SWET-Software Engineer in Test

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a System Engineer to work in Fidelity’s Enterprise Infrastructure Group in Westlake, TX or Merrimack, NH. The Role Our Application Systems Engineering Support Group within Enterprise Infrastructure combines Operations Perfection with the Development Experience to deliver services at high scale, high availability with resilience by using automation and Infrastructure Code. We build reliability into our ecosystem by applying standard processes in Resiliency Engineering, Automation and Observability. Team The team comes from diverse technical backgrounds, and the responsibilities provide the opportunity for a variety of challenges. Ideal candidates will have a background in either systems engineering or software engineering with a desire to learn and understand the other or previous experience as a systems engineer or SRE. We are looking for a Systems Thinking Leader who has helped teams scale through production insights, operational automation, developer mentorship, real-time metrics, and automation. The Expertise You Have <ul> <li>Bachelor’s degree or higher in a technology related field (e.g. Engineering, Computer Science, etc.) required, Master’s degree a plus </li><li>Proven experience with monitoring and management tools (Splunk, Datadog, Catchpoint, Grafana, AWX/Ansible, etc.) and building automation </li><li>Experience using CI/CD Tools (Jenkins, uDeploy) and the backend code implemented by it </li><li>Experience with building and operating highly resilient platforms in Azure/AWS Cloud environments </li><li>Experience in Cloud development (Azure or AWS) using Python, shell scripting, PowerShell etc. and cloud migration skills a plus </li><li>Hands-on experience with container orchestration, preferably with Kubernetes </li><li>Hands-on experience with Linux and windows operating systems. </li><li>Hands-on experience with container orchestration is a plus. </li><li>Hands-on experience with ITSM tools such as ServiceNow and ITSM process such as Incident, Change and Problem Management. </li></ul> The Skills You Bring <ul> <li>Experience managing systems using infrastructure as code tools (AWX/Ansible, Terraform, Rundeck …) </li><li>Proven understanding of Cloud Computing and DevOps concepts including CI/CD pipelines </li><li>Ability to automate in a programming language like Python, Shell Script or PowerShell </li><li>Experience with Hands-on Kubernetes skills and knowledge a plus. </li><li>Hands on experience with one or more observability tools (Datadog, Grafana, Prometheus etc…) </li><li>Proven experience in maintaining scalability and resiliency of complex environment. </li><li>Proficient communication skills with an ability to reach both technical and non-technical audiences </li><li>Quick learner with ability to pick up new tools </li><li>Ability to work with a variety of individuals and groups, both in person and virtually, in a constructive and collaborative manner and build and maintain effective relationships </li></ul> Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Systems Engineer

<h3>Job Description:</h3>The RoleThe Global Data Services (GDS) team within Fidelity Fund and Investment Operations (FFIO) is a global, investment data management organization that specializes in the sourcing, analysis, integration, management and distribution of security, index, and portfolio data. GDS provides these data services for reference, evaluative, performance and analytical data in support of global investment decision making organizations. Data Management Operations (DMO), a division of GDS, specializes in managing, integrating and validating vendor and Fidelity-defined data associated with investment entities (securities, issues, brokers, funds, portfolios and index data).We are seeking a highly motivated and responsive team player who is able to multi-task and has excellent analytic skills. Our work is highly collaborative and involves close coordination and excellent communication with our clients, market data vendors and key business and technology partners across Fidelity.The Senior Investment Data Analyst will perform critical functions to support daily operations in support of Private Market reference data. Including investment entity set-up for the respective trading desks, perform detailed data analysis, identify and resolve data issues and manage a repository of private market documents. Quality, accuracy, and timeliness are critical to the success of this function.The Expertise and Skills You Bring <ul><li>Bachelor's degree in Business/Finance or related field</li><li>5-7 years’ experience working in an Operations, Business Analysis, and/or Data Analyst role</li><li>Financial Services Industry experience working with Private Market reference data preferred</li><li>Experience working with Bloomberg, Thomson Reuters, IDC, and industry ratings vendors preferred</li><li>Project Management experience such as Agile or Six Sigma concepts preferred</li><li>Strong understanding of operational metrics and analytics in relation to the business</li><li>Experience with content management systems (i.e. Sharepoint, DocuShare, Nuxeo, etc) preferred </li><li>Able to interact with vendors, clients and end users of the data</li><li>Exhibited skills in problem identification and resolution</li><li>Proven ability to multi-task, prioritize and meet deadlines</li><li>Solid oral and written communication and interpersonal skills</li><li>Good organizational and project management skills to navigate through high volume setting with tight deadlines </li><li>Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners</li><li>Familiar with alternative investments, including private equity, real estate, private credit, hedge funds and other non-traditional investments</li><li>Strong analytical skills to categorize information logically and define metadata </li><li>Perform detailed data analysis to support data management operations</li><li>Respond to business questions on the timeliness and quality of the data received and managed</li><li>Perform database queries to analyze and validate data</li><li>Troubleshoot production related issues and engage with our Technology and Business partners to resolve when needed</li><li>Participate in Operations projects/initiatives involving multiple business partners and provide subject matter expertise</li><li>Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions</li><li>Mentors and guides junior associates on analysis and operational activities</li><li>Participates in new product forums and works to stay apprised of industry news and market trends</li></ul>The Team We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. <h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Senior Investment Data Analyst

<h3>Job Description:</h3><h3>Principal Full Stack Engineer (Tech Lead)</h3>The Role Our teams build and contribute to Fidelity’s digital presence. As a Principal Full-stack developer engineer in the BDX team, you will be part of a diverse and collaborative team, laser-focused on delivering first-class solutions for our customers. You will work across a wide range of technologies, bringing deep technical experience across Angular, NodeJS, micro-services, and cloud. You will own entire features from concept to deployment working as part of our multi-functional teams. You'll have the opportunity to provide ideas to improve our products as well as develop your skills, learn new technologies and languages, and continue to learn. The Expertise We’re Looking For <ul><li>A passion for technology and can navigate your way across complex and rapidly changing landscapes by staying on top of the latest trends and thrive by sharing knowledge. </li></ul><ul><li>A creator, a doer, and a disruptor who will help us solve real-life problems and meet real customer needs. You’ll be helping us build things, taking an idea, and creating rapid prototypes that are shippable and learn from real-life feedback. </li></ul><ul><li>A self-starter, who actively challenges status-quo, is curious and not afraid to ask 'Why' and 'What if'? </li></ul><ul><li>Experienced with the tools of the trade including a variety of modern programming languages and frameworks </li></ul><ul><li>Up-to-date on Algorithms, Data Structures and Design Patterns and love the challenge of building highly scalable systems that can support thousands of transactions/sec. </li></ul><ul><li>Have an approach of test first development and are experienced in modern test frameworks. We believe that quality is everyone’s job. </li></ul><ul><li>Are data-driven and can measure, collect and use data to make decisions. We understand the value of intuition and the need to balance decisions accordingly. </li></ul><ul><li>Have great communication skills and technical expertise to drive and participate in meaningful discussions. </li></ul>The Skills You Bring <ul><li>Demonstrable experience with any major JavaScript framework (Angular, React etc.) </li><li>Demonstrable experience with REST API Design &amp; Development using Java or NodeJS </li></ul><ul><li>Proven experience working in a Cloud environment using AWS, Azure, Google etc. </li></ul><ul><li>Experience with Automation Tools/Frameworks (Junit, Cucumber, Mocha, Selenium etc.) </li></ul><ul><li>Proven experience with DevOps, CI/CD using tools like Jenkins, uDeploy, Cloud Formation etc. </li></ul><ul><li>Knowledge of architecture and design patterns to build scalable and resilient systems</li></ul><ul><li>Strong intellectual curiosity and willingness to explore new technology stacks </li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Principal Full Stack Engineer-(Tech Lead, Angular, Nodejs)

<h3>Job Description:</h3><h3>Senior Executive Assistant</h3><h3>The Role</h3>This is an outstanding opportunity for an experienced administrative professional who has a passion to learn and pitch in wherever needed. This role requires both strong organizational and process skills related to your administrative duties, as well as creativity and resourcefulness related to solving problems in support of aligned leader and teams.<h3>The Expertise and Skills You Bring</h3><ul><li>A bachelor's degree is preferred, or secretarial certificate with related work experience.</li><li>3+ years of relevant experience preferably in a professional office environment.</li><li>Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously, reacting and thinking quickly while cutting through ambiguity.</li><li>Ability to be proactive and communicate effectively with all levels of Fidelity.</li><li>Possess strong Microsoft Office software experience and have the aptitude to learn new technology quickly.</li><li>Experience with driving process improvements and demonstrate creativity in solving issues.</li><li>You have unrivaled attention to detail and consistent delivery of the highest quality of work.</li><li>Strong collaboration skills and enjoy working with a diverse and high performing team.</li><li>Assist assigned leaders with daily schedule, calendars, meetings, travel, and expenses.</li><li>Handling updates to organizational headcount charts, performance, scorecards, communication and other materials as needed.</li><li>Creating and updating Microsoft Office suite of documents (e.g. Word, Excel, PowerPoint, Visio etc.) as needed.</li><li>Communicating as liaison with other internal departments.</li><li>Coordinating meetings internally and externally, preparation of agenda, meeting facilities and distribution of materials.</li><li>Provide support for onsite visits and events in coordination with aligned teams.</li><li>Knowledge Librarian for internal user procedure documents.</li><li>Perform project related duties as needed.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>AdministrationMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Executive Assistant

<h3>Job Description:</h3>The RoleAs Fidelity Investments' Director for Health and Welfare Growth Enablement, you will build and enhance our diverse benefits administration engagement and communication offerings. This pivotal role drives our Health and Welfare Benefit Administration business growth, being part of a team to implement go-to-market strategies and support clients in solution implementation.Key ResponsibilitiesGo To Market Responsibilities<ul><li>Guide product exploration through user research, competitive analysis, industry trends, customer and internal stakeholder input, and internal specialists to establish a vision and uphold a customer-centric product strategy.</li><li>Lead the development of coordinated go-to-market strategies, covering customer targeting and fit, packaging and pricing, and channel distribution options.</li><li>Collaborate with the marketing team to build compelling product positioning and messaging that effectively communicates value to target audiences.</li><li>Serve as the product area specialist, aiding all business collaborators throughout the enterprise, such as marketing, relationship management, sales, communication consultants, and workplace consulting.</li><li>Guarantee product preparedness and promote internal training throughout the organization, encompassing a cross-functional, organization-wide endorsed service structure, RFI/RFP materials and positioning, sales, and client team preparedness. Create and maintain centralized communications and collateral.</li><li>Collaborate with deployment team to ensure a seamless and bundled deployment approach, considering launch timeframes, opportunities for coordination with other products, and simplicity for the field.</li><li>Support sales, implementation and client facing teams to drive adoption and client happiness with the product.</li><li>Define and track measures of efficiency and key performance metrics, including adoption, use, engagement, efficiency, client retention, and happiness. Leverage data to drive continuous improvement.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required.</li><li>7+ years of experience in go-to-market planning, marketing and product positioning &amp; messaging, product development, and/or benefits communications consulting.</li><li>5+ years in the financial services or third-party benefit administration industry or employer servicing experience, with health-related benefits and administration being a plus.</li><li>Understand employer-provided benefits like medical, dental, vision, retirement, HSA/FSA, and voluntary benefits.</li><li>Comfortable navigating complex organizations and interacting with cross-functional teams spanning multiple business units.</li><li>Demonstrates strong strategic competence with a customer-centric viewpoint.</li><li>Clear communication skills, comfortable engaging with all levels of management, clients, and external audiences.</li><li>Ability to lead, influence, and motivate colleagues and peers without formal authority.</li><li>Intellectually curious and capable of modeling a culture of learning and mentoring.</li><li>Strategic and long-term problem solver without compromising speed for perfection.</li><li>Ability to prioritize multiple tasks, meet deadlines, and deliver business results.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Health focuses on offering products and services to assist customers with health care benefits.We are in need of candidates with various skills, unwavering curiosity, a proactive approach, and the dedication to bring new digital experiences to fruition.<h3>Certifications:</h3><h3>Category:</h3>Sales SupportMost 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, Health and Welfare Growth Enablement

<h3>Job Description:</h3>The FFIO Risk Team within the Fidelity Risk group is looking for a passionate, hard-working team member to help support the business in identifying, monitoring and mitigating risks in order protect the interests of the firm and our customers. The Risk Manager is responsible for protecting Fidelity’s customers and deepening their trust in Fidelity by partnering with the business to identify risks and develop innovative solutions to enhance controls, while fostering a strong risk mindset within the business. To execute on this goal, the team is responsible for identifying, assessing, and reporting on significant risks and helping management improve the control environment. The Businesses We SupportOur team provides Business Unit Risk support within Fidelity Fund and Investment Operations (FFIO), including, Global Product Solutions, Consolidated Data Services, and Alternative Accounting groups.The Expertise You Have <ul><li>Bachelors’ Degree required</li><li>5+ years’ industry experience, including Audit or other Risk Management activities</li><li>Other applicable experience (e.g., data governance, accounting, mutual fund operations, etc.) helpful but not required</li><li>Demonstrated leadership or project management experience</li></ul>The Skills You Bring <ul><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </li><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Well versed in data analytics capabilities and tools (e.g., Excel, Tableau, Power BI); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</li><li>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li></ul>The Value You Deliver The candidate’s primary responsibility will be providing business unit risk support, including:<ul><li>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</li><li>Continuously analyzing and assess the risk profile of the business</li><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</li><li>Collaborating across our Risk team and other business support partners to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul>The candidate’s additional responsibilities in support of FFIO key initiatives that impact multiple business areas may include:<ul><li>Coordinating engagement lifecycle activities for key initiatives, assisting with weekly huddles across risk verticals, tracking initiative schedules, and maintaining initiative inventory to ensure readiness assessments identify key risks and impacted service lines before production</li><li>Driving consistent execution by maintaining engagement templates and tools, ensuring timeliness with workpapers, process diagrams, and risk &amp; control matrices to enable timely risk identification and escalations</li><li>Supporting risk leads in reporting and documentation, including readiness checklists, Archer logging, and providing updates to Risk SLT and vertical teams to maintain alignment and transparency</li></ul>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.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.<h3>Certifications:</h3><h3>Category:</h3>RiskMost 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.

Risk Manager

<h3>Job Description:</h3>The RoleMake a difference in client success as a strategic IPO Consultant, guiding companies through late-stage readiness and private-to-public transitions. As a Vice President, IPO Consultant within Stock Plan Services (SPS), you will lead high-impact engagements with late-stage private companies preparing to go public. You will combine deep equity compensation expertise with IPO advisory and transition service model design to shape strategy, educate clients, and coordinate Fidelity’s cross-functional support.The TeamYou will operate as a senior member of the SPS Plan Services Consulting team, partnering closely with Managing Directors/Client Managers, Client Service Managers, Implementation Managers, Operational Consultants, Communications, Fidelity Stock Transfer, Executive Services, Wealth &amp; Brokerage, and Fidelity Private Shares. You will be the face of Fidelity’s IPO readiness offering, driving strategic conversations and ensuring clients are set up for long-term success post-IPO.The Expertise and Skills You Bring<ul><li>15+ years of experience in equity compensation, IPO advisory, or relevant legal experience.</li><li>Series 7/63 licenses required (or obtained within first 120 days).</li><li>Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications.</li><li>Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing)</li><li>Bachelor’s degree required; CEP designation preferred.</li><li>Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management.</li><li>Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite.</li><li>Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth &amp; Brokerage, Communications, Implementation, and Fidelity Private Shares.</li><li>Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design.</li><li>Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities.</li><li>Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness.</li><li>Thought leadership to elevate Fidelity’s brand through webinars, whitepapers, and industry events.</li></ul>The Value You Deliver<ul><li>Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions.</li><li>Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution.</li><li>Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions.</li><li>Elevate Fidelity’s brand as IPO-proficient through thought leadership and market engagement.</li><li>Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable)</li><li>Support implementation teams during private-to-public transitions</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Business StrategyMost 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.

VP, IPO Consultant - Stock Plan Services

<h3>Job Description:</h3><h3>The Role</h3>Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions?As a Senior Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter, you will be a member of a Client Relationship Management (CRM) Solutions squad in the CRM Platform Product Area. Squads in this product area are responsible for delivering a robust and dynamic Salesforce.com experience for our client-facing associates, to enable them to meet our clients’ needs.To be successful, you must gain a deep understanding of our client and our associate experiences, and think strategically to enable an outstanding experience using the Salesforce cloud ecosystem. Understanding Salesforce capabilities is key to effectively handle asks for business needs. Day to day, you are working closely with a team of multi-functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) who deliver on specific business goals.In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and build strong working relationships across the organization. As a Senior Business Analyst, you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team.Note: Fidelity is not providing immigration sponsorship for this position.<h3>The Expertise and Skills You Bring</h3><ul><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.</li><li>Experience with workflow design, data analysis, data visualization, and impact analysis.</li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)</li><li>Define epics, user stories, acceptance criteria, facilitate story grooming/refinement sessions, and demo sprint deliverables.</li><li>Participate in or lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives.</li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases.</li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners.</li><li>Manage dependencies across teams and work on multiple projects simultaneously.</li><li>Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams.</li><li>5-7 years transferable experience.</li><li>Salesforce Administrator Certification and at least one of the following certifications Certified Business Analyst, Service Cloud Consultant, Sales Cloud Consultant are required within 24 months.</li><li>Bachelor’s degree preferred.</li></ul><h3>The Team</h3>WI Customer Solutions provides the WI Agile organization with business analysts and consultants. The Customer Solutions team is responsible for helping the business achieve results. Our role is to turn business objectives into useful plans and solutions that deliver outstanding customer 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.

Senior Business Analyst, Customer Solutions - CRM Platform

<h4>Company Description</h4>Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands. We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So,&nbsp;join us and help create&nbsp;engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community.<h4>Job Description</h4>We are seeking an Off Premise Beer Sales Representative for our Dallas and Forth Worth, TX territory. The Off Premise Beer Sales Representative works to ensure the success of the sale, volume, rate of sale growth, and brand presence to accelerate momentum for our premium brand within a dedicated territory. A high emphasis is placed on increasing the availability and visibility of products through distribution, display execution and cooler resets. The Off Premise Beer Sales Representative will build strong relationships with distributor personnel to ensure market goals are met.&nbsp;Here’s just a small sample of what you’ll be doing:<ul><li>Regular travel within a dedicated territory (200-mile radius) to call on multiple distributor territories</li><li>Extended travel (up to 50% of time) to additional markets in support of distributor crew drives</li><li>Taking a data driven approach to both identify new opportunities for distribution and upsell, secure multiple SKU distribution, cooler visibility and displays</li><li>Establish and maintain a regular weekly schedule of account appointments including sales calls, and distributor work-withs</li><li>Develop creative solutions to meet account specific needs identified during sales calls</li><li>Work closely with local distributor manager and distributor personnel to collaborate on goals and objectives and ensure proper product inventory&nbsp;</li><li>Maintain store shelf standards and inventory, including rotation of products, checking date codes, processing restocks and reorders as necessary according to the planogram standards. Execute point of sale (POS) programs to standard</li><li>Bring awareness to and promote our premium brands through special events, sampling, and education</li><li>Maintain open communication with field and HQ</li><li>Manage budget and maintain records for monthly reconciliation</li><li>Ensure compliance of all alcoholic beverage regulations</li></ul>The physical demands of this role require the following:&nbsp;<ul><li>Bending, squatting, crouching and reaching,&nbsp;climbing, kneeling, and stooping including to arrange and display point of sale</li><li>Frequent lifting and moving cases of product and other objects of&nbsp;50&nbsp;pounds or more</li></ul>The above is not a complete listing of all miscellaneous, incidental, or similar duties which may be required from day to day.&nbsp;<h4>Qualifications</h4><ul><li>Associates Degree required; Bachelor’s Degree preferred</li><li>Must be 21 years or older</li><li>1-3 years demonstrated sales experience, preferably of beers, wines and spirits is required</li><li>Previous retail or off-premise work experience is a plus</li><li>Must have working knowledge of Microsoft Office</li><li>Must live in assigned territory with access to reliable transportation – large vehicle preferred&nbsp;</li><li>Must have valid driver's license, registered and insured vehicle with clean driving record/background check</li><li>Must be able to lift and move cases of product frequently</li><li>Must be able to climb, kneel, and stoop to arrange and display point of sale</li><li>Must be willing to work weekends and holidays, as needed</li><li>Bilingual (English and Spanish-speaking) a plus&nbsp;</li><li>Manage administrative tasks with attention to meeting agency compliance guidelines and standards</li></ul><h4>Additional Information</h4>The base compensation range for this job classification is between $45,000.00-$55,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service, brand program, and geographic location. This job classification is bonus eligible, with bonus potential subject to applicable bonus plan terms and conditions.This position offers incentive opportunities plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more!Enthuse Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law.Enthuse is committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact&nbsp;<a href="mailto:recruitment@enthuse-marketing.com" target="_blank">recruitment@enthuse-marketing.com</a>.

841 Jobs in Irving, TX, USA