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<h3>Job Description:</h3>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.The Expertise and Skills We’re Looking For<ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals.</li><li>Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li></ul>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.<ul><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>his includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>The RoleAs a Director in Customer Solutions, your role will involve operating within the WI Agile model as a key member of the Customer Solutions Chapter. Directors in Customer Solutions must be highly motivated, “self-starters” with a sense of ownership, and a strong desire to succeed.This role will be on the Content squad. It will include analyzing and defining business needs for Content Platform support across digital channels. The team is about to embark on an important platform migration and is looking for someone who can bring not only strong analytical skills to the team, but also is in strong in communication, collaborating with partners, and delivering training to end users. You will work closely with the partnering delivery team to ensure the current content system is maintained, all while working to build the replacement platform.Note: Fidelity is not providing immigration sponsorship for this position.The Expertise and Skills You Bring<ul><li>Proficiency in various business analysis methodologies, including data analysis, use case development, story writing, and user acceptance testing and product documentation.</li><li>Validated experience, preferably in product development / strategy / planning / program management / decision support.</li><li>Highly adaptable and experienced wearing many hats.</li><li>Analytical, including ability to distill insights into a compelling story.</li><li>Strategic professional with shown success working in large, matrixed organizations with leadership to build alignment and drive prioritization.</li><li>Highly collaborative and communicative teammate with experience working in fast-paced, multi-functional team environments.</li><li>Proficient in MS Word, Excel, and PowerPoint</li><li>Excellent program management and organizational skills, with experience organizing and running business workstreams and routines.</li><li>Experience dissecting sophisticated problems, analyzing potential solutions, and independently solving, where feasible.</li><li>Strong verbal, written, and facilitation skills with the ability to interact with a diverse group of partners, including executives, managers, and subject matter specialists.</li><li>Ability to identify, bring awareness, assess program risks, and manage them proactively.</li><li>Strong relationship building skills with proven track record to rally support and move distributed groups to action.</li><li>Strong leadership skills with an ability to lead with empathy to resolve conflicts.</li><li>Negotiation, conflict resolution, influencing and enterprise navigation capabilities.</li><li>Proven time management skills; able to balance multiple priorities consistently with urgency.</li><li>Skill in steering technical dialogues and aiding in reaching critical conclusions.</li><li>Ability to find opportunities to innovate and take thoughtful risks to get the work done better and faster.</li></ul><h3>The Value You Deliver</h3><ul><li>Participate in defining product vision, roadmap, and growth opportunities.</li><li>Identify, define, and articulate strategic product initiatives/roadmaps for the squad.</li><li>Understand Workplace Investing business and enterprise organizational structures.</li><li>Collaborate with key partners to define product features and maintain awareness of internal and external market trends.</li><li>Establish effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion.</li><li>Support critical business routines including overall structure and design of leadership meetings to ensure alignment of goals, effective use of time, and efficient decision-making.</li><li>Provide program management for key critical initiatives.</li><li>Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives.</li><li>Identify business needs and improvement opportunities; develop use cases and propose solutions.</li><li>Actively manage partner expectations and maintain strong communication.</li><li>Participate and/or facilitate 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>5-7 years transferable experience</li><li>Preferred: Bachelor’s degree or equivalent experience</li></ul><h3>The Team</h3>WI Customer Solutions provides the WI Agile organization with business analysts and consultants that are responsible for helping the business achieve results. Our mission is to help employers attract and retain talent by helping them create a successful benefits program that improves their employees' overall well-being. Benefits programs include solutions such as 401k plans, pension plans, employee stock plans, student debt assistance, digital websites and apps, workshops, and communication programs.<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.

Director, WDX Customer Solutions - Content Platform

<h3>Job Description:</h3>The RoleThe IT Project Manager role is aligned to product development teams and partners with product leadership to manage the delivery of team objectives and deliver the vision of the product. This role is responsible for coordinating efforts across multiple teams to deliver seamless solutions and are responsible for improving the overall effectiveness of delivery for the team. The Project Delivery Manager advises and coaches others on Delivery methodologies (Scrum, Kanban, Lean, etc.) while simultaneously coordinating impediment, risks, cross-product interdependencies and release management.The Skills And Expertise You Bring<ul><li>4-year bachelor’s degree or equivalent</li><li>PMP, ACP or CSM preferred</li><li>2-5 years of experience as a SM, Project Manager or similar type role</li><li>Conflict Resolution</li><li>Keeps abreast with trends, developments, and technologies within the field of Information Technology, locally and internationally.</li><li>Manage relationships, navigate team dynamics, and understand customer emotions, which helps in making empathetic, user-centered decisions.</li><li>Facilitating - Manages and generates group discussions or meetings. Encourages people to take part and work together more effectively.</li><li>Understands the various agile and project frameworks and methodologies (e.g., Agile, SCRUM, Lean, Six Sigma, Waterfall, Kanban, etc.) and applies the appropriate framework/methodology for the situation.</li><li>Release Planning and Forecasting.</li><li>Understands different change models and how to put in place successful organizational, system, or employee change programs.</li><li>Continuous Improvement</li><li>Impediment Removal and Management</li><li>Systems Thinking</li><li>Dependency Management</li></ul><ul><li>Leads prioritization sessions for the product using fit-for-purpose prioritization techniques connected to the business strategy to visualize the work, manage dependencies and support prioritization of initiatives</li><li>Partner with delivery leadership (product and technology) to develop short and long-term plans for delivery teams aligned with annual and quarterly commitments</li><li>Leads prioritization, ensure planning effectiveness, detailed plans, schedules, assignments and dependencies</li><li>Leads release planning sessions utilizing relative estimation and forecasting techniques</li><li>Identify, define and lead dependency management, inclusive of resolving</li><li>Leads ongoing backlog refinement sessions, ensures a well-refined prioritized backlog, supporting effective delivery, continuous planning and management of dependencies</li><li>Engage appropriately for release success by coordinating and supporting releases with client-facing business leaders as they drive client awareness and product engagement.</li><li>Monitor work in progress, minimize context switching to ensure teams maintain focus and finish</li><li>Facilitate trade off discussions using empirical delivery data for project/program progress</li><li>Identify, measure and implement team delivery processes for predictable value delivery.</li><li>Manage multi-team coordinated end-to-end product delivery across organization, applying scaling practices, processes and routines as needed</li><li>Implement process and flow optimization practices to identify inefficiencies, advise on improvement, and identify updates to product strategy based on the lifecycle stage of the product</li><li>Mentor and coach product members in all aspects of delivery effectiveness, inclusive of the importance of good data hygiene practices</li><li>Facilitate group dynamics to resolve conflict and develop trusted partnerships</li></ul>The TeamYou will support one or more cross-functional delivery team engaging with all team members and the Product Leader to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture The squad(s) are in the IWMS Platform Operations &amp; Reporting product area.<h3>Certifications:</h3><h3>Category:</h3>Program/Project 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.

IT Project Manager

<h3>Job Description:</h3><h3>Director, Solution Architect - Experience</h3><h3>The Role</h3>Are you passionate about creating exceptional customer experiences? As a Journey Solution Architect at Fidelity, you’ll play a pivotal role in shaping how our customers interact with our products and services — ensuring every touchpoint builds trust and confidence. Our customers depend on us to safeguard their assets and provide seamless access, and your expertise will help deliver a best-in-class experience at every step.In this role, you’ll bring your full range of talents to the table. As a solution architect, you’ll define and uphold high standards for system quality while aligning technology solutions with business goals. You’ll collaborate closely with business sponsors, project managers, engineers, and fellow architects to craft strategies, set standards, and recommend innovative solutions that serve both our associates and customers.This is a hands-on, high-impact role that leads end-to-end architecture efforts. You’ll ensure solutions meet strategic objectives — both technical and business — while fostering open collaboration across teams. If you thrive on ownership, enjoy solving complex challenges, and can clearly communicate architectural vision to diverse stakeholders, this is the opportunity for you.<h3>The Expertise and Skills You Bring</h3><ul><li>BS degree in Computer Science or related software engineer field or equivalent experience.</li><li>Experience as a Solution Architect or Technical Lead.</li><li>Experience with web or mobile frameworks.</li><li>Expertise with server-side languages and frameworks.</li><li>Experience creating end to end architectures across distributed systems.</li><li>Experience working across many teams and influencing technical direction.</li><li>Expertise in developing non-functional requirements, documenting those requirements and validating the delivery of those requirements with teams.</li><li>Experience in diagramming for various use cases and to different audiences. UML and C4 understanding are required.</li><li>Experience in making, presenting and defending architecture decisions.</li><li>Experience with AWS and/or Azure cloud offerings and best practices.</li><li>Expertise with CI/CD and unit test practices / Test Driven Development.</li><li>Knowledgeable of API Management and domain driven design.</li><li>Ability to translate business needs into technology solutions and provide end-to-end reference architecture designs.</li><li>Strong interpersonal skills who can clearly articulate and influence design solutions.</li></ul><h3>The Team</h3>Are you passionate about creating meaningful impact through technology? Fidelity’s Enterprise Architecture team is looking for a forward-thinking individual to help shape the future of our brokerage applications and products as we build the next generation of experience platforms.As a key member of our architecture team, you’ll play a pivotal role in designing innovative mobile and web experiences for both associates and customers. You’ll collaborate closely with architecture and application teams to champion innovation, drive standardization, and implement cutting-edge technology patterns across the stack.Fidelity Brokerage Architecture sets the strategic technology direction for Fidelity’s Brokerage business. We’re a centralized architecture practice focused on IT strategy, transformation, governance, and cross-team collaboration. We foster open communication and informed decision-making at every level.<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, Solution Architect - Experience

<h3>Job Description:</h3>The Role As an Alternatives Private Equity/ Real Assets Product/Squad Lead, you will blend private equity/ real assets expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. 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 provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private equity/ real assets to ensure you bring the latest thinking to your role. You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. <ul><li>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </li></ul><ul><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </li></ul><ul><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </li></ul><ul><li>Inspecting and evaluating progress, and removing impediments for your squad </li></ul><ul><li>Defining, presenting, and evaluating results against agreed acceptance criteria </li></ul><ul><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </li></ul>The Expertise and Skills You Bring <ul><li>6+ years’ experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian. </li></ul><ul><li>Bachelor’s Degree or equivalent experience. </li></ul><ul><li>Advanced knowledge of broad and deep operations of private equity/ real assets products including privately held equity holdings, real estate and infrastructure holdings as well as private markets fund of funds holdings as well as fund structures associated with these segments. </li></ul><ul><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </li></ul><ul><li>CAIA and /or CFA is a plus. </li></ul><ul><li>Agile and Jira experience required </li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Team The Director, Alternatives Private Equity/ Real Assets Product/Squad Lead will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. 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. This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. #FFIOALTSThe base salary range for this position is $110,000-$185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Product Lead, Alternatives Private Equity and Real Assets

<h3>Job Description:</h3>The Role As a Director, Alternatives and Digital Assets Shareholder Reporting, you will be responsible for assessing how new and changing requirements affect the regulatory reports and filings produced by the Shareholder Reporting Team. Primary areas for evaluation will include complex instruments (e.g., derivatives, short securities, alternative and digital assets), emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates) and complex and innovative products. You will assemble critical information and coordinate comprehensive end to end analyses for production team leads to interpret impacts. <ul><li>Get up-to-speed quickly on a variety of critical new requirements ranging from complex instruments to regulations and authoritative guidance. </li></ul><ul><li>Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables. </li></ul><ul><li>Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting production teams. </li></ul><ul><li>Summarize and communicate impacts of new requirements to Senior Management and key business partners. </li></ul><ul><li>Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes. </li></ul><ul><li>Coordinate and deliver training that improves Shareholder Reporting staff’s conceptual understanding of new and changing requirements. </li></ul><ul><li>Demonstrate an initiative-taking approach to growing your knowledge and supporting Shareholder Reporting’s readiness for new and changing requirements impacting our business. </li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s Degree or equivalent experience​</li><li>8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank, preferably in administration for investment funds. </li><li>Familiarity with regulatory reports and filings for investment companies including their operational support processes. </li><li>Investment product knowledge including investment structures and their regulatory and compliance frameworks. </li><li>Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution.</li><li>Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.</li><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. </li><li>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred. ​</li><li>CPA preferred</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Team In Shareholder Reporting, we are on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team, Requirements &amp; Standards (R&amp;S), is part of the Fidelity Fund and Investment Operations (FFIO) organization and supports Shareholder Reporting as a central service team passionate about intaking new work to help expand Shareholder Reporting’s capabilities and to accelerate operational readiness for new products and requirements. The team interacts with many groups within the Fidelity organization and effectively represents the business to customers and business partners. #FFFIOALTS<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.

Director, Alternatives and Digital Assets Shareholder Reporting

<h3>Job Description:</h3>The Role As an Alternatives Liquid/Alts Product/Squad Lead, you will blend liquid alts and hedge fund expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. 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 provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in liquid alts/hedge to ensure you bring the latest thinking to your role. You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. <ul><li>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </li></ul><ul><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </li></ul><ul><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </li></ul><ul><li>Inspecting and evaluating progress, and removing impediments for your squad </li></ul><ul><li>Defining, presenting, and evaluating results against agreed acceptance criteria </li></ul><ul><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s Degree or equivalent experience. </li></ul><ul><li>6+ years’ experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian. </li></ul><ul><li>Advanced knowledge of broad and deep operations of liquid alts/ hedge fund products including derivatives/swaps and fund structures associated with this segment. </li></ul><ul><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria. </li></ul><ul><li> CAIA and /or CFA is a plus. </li></ul><ul><li>Agile and Jira experience required. </li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Team The Director, Alternatives Liquid Alts/Hedge Product/Squad Lead will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. 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. This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. #FFIOALTSThe base salary range for this position is $110,000-$185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Product Lead, Alternatives Liquid Alts/Hedge

<h3>Job Description:</h3>The RoleAs a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.The Expertise and Skills You Bring<ul><li>Bachelor's Degree</li><li>12+ years of experience in retirement benefits industry and/or consulting to large companies</li><li>Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)</li><li>Skills required for the role:</li><li>Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)</li><li>Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus</li><li>Experience with IRS/DOL correction programs and submissions</li><li>Outstanding partnership skills and ability to inventively influence others across groups</li><li>Strong critical thinking and problem-solving skills</li><li>Excellent oral and written communication skills</li></ul>The Value You BringYou bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.<ul><li>High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.</li><li>Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.</li><li>Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.</li><li>Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.The base salary range for this position is $110,000-$185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

DC/DB Senior Compliance Consultant

<h3>Job Description:</h3>Job Title: Associate InvestigatorThe RoleAs an Associate Investigator on the firm’s Background Investigations team, you will be working in a collaborative, fast-paced environment and will have the opportunity to provide comprehensive global background vetting of new hires and other investigative capabilities for Fidelity. As an Associate Investigator, you will apply investigative knowledge and expertise on a range of matters, working collaboratively across the firm. · Provide outstanding investigative expertise· Exhibit operational excellence· Partner closely with key stakeholder across the firm The Expertise and Skills You Bring· 3-5 years of law enforcement, investigations, security, risk, or similar experience· Demonstrated expertise in investigative analysis and techniques· Strong relationship management and communication skills· Strong operational process management skills· Ability to work independently and under pressure and handle multiple tasks and priorities· Ability to quickly master and navigate sensitive organizational matters· Bachelor’s Degree or equivalent degree<h3>Certifications:</h3><h3>Category:</h3>SecurityMost 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.

Associate Investigator

<h3>Job Description:</h3>The Role As an Alternatives Private Credit Product/Squad Lead, you will blend private credit expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. 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 provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private credit to ensure you bring the latest thinking to your role. You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. <ul><li>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </li></ul><ul><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </li></ul><ul><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </li></ul><ul><li>Inspecting and evaluating progress, and removing impediments for your squad </li></ul><ul><li>Defining, presenting, and evaluating results against agreed acceptance criteria </li></ul><ul><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </li></ul>The Expertise and Skills You Bring <ul><li>6+ years’ experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian. </li></ul><ul><li>Bachelor’s Degree or equivalent experience. </li></ul><ul><li>Advanced knowledge of broad and deep operations of private credit products including bank loans, direct lending and collateralized loans obligations (CLOs) as well as fund structures associated with this segment. </li></ul><ul><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </li></ul><ul><li>CAIA and /or CFA is a plus. </li></ul><ul><li>Agile and Jira experience required </li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Team The Director, Alternatives Private Credit Squad Lead will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. 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. #FFIOALTSThe base salary range for this position is $110,000-$185,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Product Management

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