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

Fidelity TalentSource

Program Manager

The Role Do you like to tackle problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and are encouraged to be constantly innovating? Do you enjoy math and Excel, and do you have the drive to be consistently improving to help participants? Under minimal supervision, the Senior Pension Administrator will be responsible for accurate and timely processing of moderate to high complexity calculations and/or transactions in a multi-client environment. They learn to execute employee information and financial transactions on several Fidelity systems within each client’s respective database. The Senior Pension Administrator interacts with many different groups within Fidelity and is a key contributor to the team environment and overall effective services provided to Fidelity’s client base. This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work. The Team You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! The Expertise You Have <ul> <li>Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience </li><li>Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role. </li></ul> The Skills You Bring <ul> <li>Strong math, analytical and intuitive skills. Ability to build calculation tools </li><li>Motivated and committed to precision; positivity and “can do” work ethic </li><li>You're a great teammate, and meet individual timeliness and accuracy goals </li><li>Ability to adapt to an evolving environment </li><li>Strong organizational skills and attention to detail </li><li>High integrity and discretion to ensure the confidentiality of sensitive client data </li><li>Demonstrate initiative in solving problems and implementing solutions </li><li>Ability to work independently </li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word) </li><li>Strong communications skills </li></ul> The Value You Deliver <ul> <li>Play an integral role servicing existing and new clients in defined benefit retirement plan administration, including a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time critical environment </li><li>Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards </li><li>Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows </li><li>Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools. </li><li>Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates </li><li>Contact participants to explain calculations or resolve participant/client related issues. This could be by phone or letters and forms </li><li>Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert </li><li>Manually calculate and review pension benefits for plan participants </li><li>Support the monthly testing of various systems upgrades and releases </li><li>Participate in special departmental projects </li></ul> How Your Work Impacts the Organization You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Senior Pension Administrator

<h3>Service Model Design &amp; Transformation – Contingent Team Member</h3> Fidelity Wealth was established to bring us closer to our customers, tighten our focus on unique segments, and enable us to capitalize on new growth opportunities. The Wealth Distribution Service Model Design &amp; Transformation team’s role is to design, test, and implement solutions that deliver on our organization’s strategic initiatives and improve the client and associate experience. In this assignment, you will act as a member of a Design &amp; Transformation Team using scrum / agile, design thinking, process improvement methods to test solutions in the field. You will have the opportunity to drive outcomes that improve the associate and customer experience, go beyond your area of expertise, and build new skill sets while working in a challenging, fast-paced environment. <h3> The Expertise You Have</h3> <ul> <li>An understanding of financial services/wealth management industry preferred </li><li>Consulting, design thinking, transformation, and/or project management experience highly desired </li><li>Ability to gather, analyze, and synthesize data to generate insights and new solutions </li><li>Ability to design and create effective executive presentations including slide decks, infographics, and storytelling visuals </li><li>Creative thinker with strong execution capability </li><li>Ability to work as a member of a team, and to engage multiple stakeholders across a complex and highly matrixed organization, working across all levels of the organization, including senior leadership </li></ul> <h3> The Skills You Bring</h3> <ul> <li>Proven ability to collaborate in a fast-paced, complex business environment </li><li>Strong executive presence and effective communication skills </li><li>A passion and aptitude for gathering information and exploring possibilities </li><li>Experience working and interacting with individuals of all levels and disciplines </li><li>Organized, with a history of achieving goals </li><li>Strong data and analytical skills </li><li>You have a growth mindset, value learning from different perspectives, and have demonstrated the ability to break down barriers and assure team effectiveness </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Learning and incorporating Agile methodologies and events into daily work </li><li>Daily participation in Sprint activities, including; Customer/Associate based story building/sizing/completion, executing &amp; collecting experiment learnings, gathering input to inform go/no go decisions, retrospective reflection of how work is getting done </li><li>Defining outcomes with the Team Leader(s) and Team Members, one Sprint at a time </li><li>Building practical measurement plans to test and learn new solutions </li><li>Implementing solutions in the organization and facilitating change management </li><li>Regular engagement with our broader system of work to create understanding, generate new ideas and break down barriers to improving outcomes </li><li>Cross-training and supporting other Service Model Design &amp; Transformation Teams and Team Members as needed </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.

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