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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Client Relationships Group (CRG) is a division of Fidelity Institutional Wealth Management Services and is a leading provider of clearing and custody to registered investment advisors (RIAs), family offices, retirement recordkeepers, broker-dealer firms, banks and insurance companies. You will be part of a business that offers clients access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive. This role would specifically be in support of the Family Office Relationship Management team.</p><p>Vice President Relationship Manager (RM) is entrusted to work with and develop key relationships with some of the largest and most complex Single-Family Offices (SFOs) and Wealthy Families (WFs) in the country.</p><h3><strong>Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree required. MBA preferred.</li><li>15+ years of financial services, proven experience with SFO/WF/RIA industry expertise a must.</li><li>15+ years of direct client and/or financial services experience in a Sales and/or Relationship Management function.</li><li>Deep understanding of the organizational structure of an SFO/WF/RIA – including service, technology, investment and back-office operations.</li><li>Experience in wealth management and/or investment management.</li><li>Series 7 and 63 licenses required.</li><li>Proven track record in building and handling relationships with demanding and complex clients, including with the highest level of decision makers.</li><li>Ability to set a strategic direction for clients which demonstrates ultimate ownership and accountability for the relationship.</li><li>Proven ability to be successful with clients and prospects in face-to-face meetings, virtual, phone based and/or email interactions.</li><li>Financial business analysis and/or consulting experience.</li><li>Experience with meeting the evolving needs of large family offices and the Ultra High Net Worth families that they serve.</li><li>Institutional brokerage operations experience.</li><li>Strong communication and listening skills, with ability to influence and proactively create client interactions.</li><li>Strong at multi-tasking, project management with utmost attention to detail.</li><li>Ability to identify and handle at risk situations and escalate where appropriate.</li><li>Interest in and an understanding of financial markets. Solid knowledge of both traditional and alternative asset classes.</li><li>Comfortable working independently including decision making.</li><li>Travel is required (35% on average) – most clients regionalized, but some national travel.</li><li>Ability to meet in-office requirements of the role / business unit.</li><li>Demonstrate the highest levels of engagement with the team and dedication to service.</li><li>Provide overall client accountability and book management of a sophisticated portfolio of clients.</li><li>Develop key strategic relationships with the principal decision makers of each client relationship.</li><li>Provide proactive consultations to senior individuals within each relationship by clearly prioritizing a strategic plan and objectives. Develop true partnerships by helping clients successfully lead and build their business while improving the business relationship.</li><li>Conduct comprehensive quarterly and/or annual relationship reviews. Fully understand and develop solutions for client needs by partnering with client service managers on resolutions for issues.</li><li>Stay knowledgeable of changes and trends in the marketplace acquired from clients, activities and industry research. Be an active contributor to our collective intelligence to better serve our clients and make recommendations for product/service improvements.</li><li>Grow assets under administration (AUA) and find opportunities to convert to assets under management (AUM) by working closely with sales and the investment teams. Work closely with the investment team to ensure execution of investment and product solutions.</li><li>Partner closely with specialists to accurately identify, plan, influence, and implement Fidelity solutions.</li><li>Establish and demonstrate value and differentiation from our competitors.</li><li>Responsible for documenting client activities, business opportunities, business risks, and all communications with clients in the CRM on a timely basis.</li><li>Partner with Sales to develop referrals from existing client relationships.</li></ul><h3>Note: Fidelity is not providing immigration sponsorship for this position</h3><h3>The Team</h3><p>There is alignment of Fidelity’s success with its client’s success. The VP of Relationship Management plays a critical role in helping clients execute upon their business strategies to grow their business and operate in a more efficient and scalable manner. Asset and revenue growth is also of strategic importance in the Family Office segment, so the ability to uncover and help capture opportunity is a critical aspect of this role.</p>The base salary range for this position is $120,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Vice President, Family Office Relationship Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Senior Manager in Fidelity’s Workplace Investing DC Innovation Product Area, you will be a member of a strategic product team working to acquire new clients. Day to day, you will work closely with a team of cross functional and dedicated partners (product, marketing, sales, analytics technology, legal, compliance &amp; risk partners) responsible for streamlining go-to-market processes and gaining market share in the small business space.</p><p>In this role, you will be a part of the Fidelity Advantage 401(k)SM acquisition team, focused on driving scalable growth by delivering new capabilities and enhancements to go-to-market and sales enablement activities. The ability to build strong working relationships across the organization, while enforcing clear roles and responsibilities, is a must. As a Senior Manager, you should be a highly motivated self-starter with a sense of ownership, attention to detail, and a positive ‘can do’ attitude.</p><p><strong>The Work </strong></p><ul><li>Conduct E2E analysis of acquisition processes from marketing to sales to implementation.</li><li>Support acquisition partners (product, marketing, analytics, sales, and sales support) to ensure efficient and effective processes.</li><li>Partner with acquisition team members and marketing leaders to develop compelling and effective go-to-market assets.</li><li>Partner with acquisition team members and sales leadership to increase win rate and reduce drop off between commitment and implementation. </li><li>Identify and track metrics that matter across the E2E acquisition journey.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.</li><li>Clearly communicate issues and feedback with team leaders and resolve in a timely manner.</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders.</li><li>Manage dependencies across teams and work on multiple projects simultaneously.</li><li>Creative thinking and the ability to act as a ‘jack of all trades.’</li></ul><p><strong>The Team</strong></p><p>The Acquisition and Fiduciary Services team falls within the DC Innovations Product Area in Workplace Investing. The team focuses on driving scalable growth to Workplace Investing’s fiduciary products. Our role is to turn sales goals into achievable plans and processes that deliver outstanding growth year over year.</p>The base salary range for this position is $89,000-180,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Senior Manager, DC Innovation

<h3>Job Description:</h3><p><em><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></em></p><p>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep analytical expertise to support internal initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li>Bachelors or equivalent with 5+ years of experience.</li><li>In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.</li><li>Experience working with data environments and strong knowledge of SQL to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li><li>In-depth knowledge of statistical and Machine Learning methods and approaches, a plus</li><li>Proficiency in Python or R, a plus</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>You will serve as Senior Manager for analytics &amp; insights work on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform-enabled and capability-led Digital Future to benefit our clients &amp; participants.</p><p>You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our digital channels.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have a working knowledge of analytic technology software, platforms, and languages (e.g. SQL, R, Python, Tableau, PowerBI, Adobe Analytics, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints</li><li>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience</li><li>You understand how to leverage qualitative data to identify opportunity areas.</li><li>You have the ability to think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Developing and delivering analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Data Analytics & Insights

<h3>Job Description:</h3><p>Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?</p><p>Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.</p><h3>The Expertise We’re Looking For</h3><ul><li>We ask that you have sales experience in the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain the Series 66 &amp; Insurance licenses within 6 months of hire</li><li>CFP certification preferred</li></ul><h3>The Purpose of Your Role</h3><p>Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.</p><h3>The Skills You Bring</h3><ul><li>Your planning skills and in-depth knowledge of financial product offerings</li><li>You are confident in front of an audience of any size and have impressionable public speaking skills</li><li>Your unparalleled desire to coach and impact others’ results</li><li>You are an approachable leader with the ability to effortlessly influence others</li></ul><h3>The Value You Deliver</h3><ul><li>Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement</li><li>Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles</li><li>You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices</li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions</li></ul><h3>How Your Work Impacts the Organization</h3><p>Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.</p>The base salary range for this position is $124,000 - $140,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales Support

VP, Regional Planning Consultant -Palo Alto/ Burlingame, CA

<h3>Job Description:</h3><p><strong>Chapter Leader, Customer Solutions - Lifetime Financial Help</strong></p><p><strong>The Role</strong></p><p>The Customer Solutions Chapter Leader position is a role that combines business and product strategy skills, knowledge of customers and financial products, and technology expertise, along with a passion for coaching and developing associates. This role, which will be aligned to the Lifetime Financial Help product area within the Strategy, Planning &amp; Advice Domain, will forge partnerships within and across chapters and product areas to deliver customer-centric solutions.</p><p>In our agile structure, this role will function both independently and as a manager of associates who are deployed to teams. The Chapter Leader hires and develops talent to deliver results by translating business objectives into actionable plans and solutions that deliver customer value. The Chapter Leader serves as a trusted business leader and consultant to Group Squad Leaders and Squad Leaders on cross product area business opportunities.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>The Expertise and Skills You Bring</h3><ul><li>Series 7 and 24 licensing to provide supervisory oversight of team is strongly preferred; willingness to obtain within 6 months of hire if not already licensed</li><li>8+ years in product management with experience across product development lifecycle – including business analysis and research, business process mapping, and the documentation of business requirements, user acceptance testing and product deployment</li><li>People leadership experience, with a consistent record in coaching, managing, agile, and analytical skills</li><li>Motivated by helping others succeed, experience leading and coaching teams, inspiring creativity and innovation, creating a culture of inclusion, experimentation, exploration, and continuous learning</li><li>Skilled at attracting, hiring, building and retaining a pool of diverse chapter members with the skills needed to deliver today and, in the future</li><li>Thrives connecting and influencing with all levels of the organization to drive change and favorable outcomes</li><li>Adept at developing a strong team that enables its members to work successfully, delivering value within the WI Delivery Model</li><li>Passionate about continuous learning with experience curating learning at scale to promote skill, career, and development growth for chapter members</li><li>Resourceful at navigating teams through organizational complexity in support of cross-domain and cross-product area work</li><li>Bachelor’s degree required</li></ul><h3>The Team</h3><p>The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 500 business professionals and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Chapter Leader, Customer Solutions - Lifetime Financial Help

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As the Director, Asset Management - Alts Investor Relations and Onboarding, you will play a significant role in shaping the strategy for managing alternative investment fund documents and facilitating investor agreements for private funds. This position provides excellent access to senior leadership and offers an opportunity to have a significant impact on our rapidly growing alternatives division.</p><p>You will be tasked with identifying, developing, and implementing scalable, repeatable processes to support private alternative investment fund operations. The role requires navigating our organization, fostering positive relationships with key collaborators, and expanding your professional network to solution for cross-division challenges. Additionally, you will need to swiftly grasp and simplify sophisticated business processes linked to new alternative investment products and communicate key concepts to a varied audience.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><p>With an outstanding work ethic, attention to detail, and dedication to excellence, you possess exceptional analytical, communication, conceptual thinking, and problem-solving abilities. Your qualifications include:</p><ul><li><p>7-10 years’ experience in financial services organizations</p></li><li><p>Expertise in implementing technology solutions as a subject matter authority</p></li><li><p>Proficiency in interpreting and working with fund legal documents, including Limited Partner Agreements, Private Placement Memorandums, and Side Letters</p></li><li><p>Prior experience collaborating with sales and account executives supporting institutional investors</p></li><li><p>Established experience in building a fund/investor term compliance monitoring system</p></li><li><p>Experience with contract processes from negotiation/initiation to document storage and term tracking</p></li><li><p>Ability to enhance visibility and clarity throughout the contract lifecycle</p></li><li><p>Demonstrated success in leading and optimizing operational processes across complementary teams</p></li><li><p>In-depth understanding of the asset management industry, with a strong grasp of alternative investments such as hedge funds, private equity, real assets, direct lending, and structured products</p></li><li><p>Effective collaboration abilities and the ability to persuade senior team members and collaborators</p></li><li><p>Adaptability and effectiveness in both leading and contributing to teams</p></li></ul><h3><strong>The Team</strong></h3><p>We are committed to encouraging a lasting culture of inclusion and belonging, attracting, developing, and retaining a diverse workforce. Our team is motivated to encourage innovation and deliver outstanding results. As part of the Fidelity Investments family, we take pride in our unwavering dedication to our clients and our collaborative approach to achieving shared goals. People are our greatest asset, and we nurture a culture of learning, growth, and mobility. Join us to be part of a team that values excellence and strives to make a meaningful difference.</p><p><strong>Note:</strong> Fidelity is not providing immigration sponsorship for this position.</p><h3><strong>Company Overview</strong></h3><p>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.</p><p>To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><p>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. This hybrid role requires associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy

Director, Alts Investor Operations and Oversight

<h3>Job Description:</h3><p><strong><strong><strong><strong>Financial Services Representative </strong></strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong><strong>What to expect…</strong></strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong><strong>Our Investments in You</strong></strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Services Representative - Reno, NV

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Santa Barbara, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We’re seeking an experienced Vice President, UX Design Leader to lead a high-impact design team focused on Institutional Wealth Management. This is a pivotal leadership role where you’ll build the future of digital experiences across a complex ecosystem of products and services. You’ll guide a team of managers and designers, drive strategic design initiatives, and collaborate with senior stakeholders to deliver innovative, customer-centric solutions.</p><p>Financial services experience is preferred. We're looking for a leader who can operate at scale, think strategically, and inspire teams to deliver exceptional, customer-centered outcomes.</p><p><strong>Some key responsibilities: </strong></p><ul><li>Ability to quickly learn and navigate complex domains while leading teams to deliver outstanding experiences</li><li>Providing strong leadership for the Fidelity Institutional design team, including managing people managers and collectively leading 30 designers.</li><li>Deep understanding of Institutional Wealth Management Services, with the ability to drive end to end strategy across platforms and technologies.</li><li>Supporting key UX organizational objectives and acting as a change agent to drive significant transformation across product teams</li><li>Identifying and developing strategic design opportunities to drive product and business strategy.</li><li>Collaborating across functions to make pragmatic decisions to increase our speed to market while upholding the quality of the experience so that teams can build towards a better future</li><li>Aligning work of individual teams to broader customer journeys.</li><li>Solution-focused mentality that deliberates and debates challenges in a positive way that gains alignment with others</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>10+ years of UX design leadership, including experience leading managers and scaling design teams.</li><li>Experience in financial services, especially within institutional or B2B environments (preferred).</li><li>Expertise in talent strategy, including hiring, resource planning, and team development across large organizations.</li><li>Familiarity with design systems, scalability, and contribution models.</li><li>Experience working in agile environments and promoting iterative, user-centered design practices.</li><li>Understanding of technical architecture and software development fundamentals.</li><li>Commitment to building trust, adaptability, and resilience within teams.</li><li>Strong communication and storytelling skills that bring vision to life and inspire action.</li></ul><p><strong>Additional</strong> <strong>requirements specific to the Vice President, UX Design</strong> <strong>Leader</strong></p><ul><li>Proven track record collaborating with senior level leaders toward successful business outcomes</li><li>Has effectively led large scale change initiatives, showing ability to be a catalyst for change</li><li>Strategic thinker who can drive a data-driven future-state vision while delivering on near-term KPIs</li><li>Successful history of demonstrating strategic partnership to the business and bringing the business strategy to life through experiences</li><li>Relationship builder / unifier who can successfully navigate the needs of multiple stakeholder groups</li><li>Demonstrates a cross enterprise mindset -- thinks beyond one business unit and considers our full ecosystem of channels and capabilities</li></ul><p><strong>The Team </strong></p><p>This role supports Brokerage at Fidelity, a group that helps a wide array of customers with services like wealth management, retirement planning, brokerage services, workplace plan administration, college savings, and financial planning and engagement programs. This role also supports Fidelity’s User Experience Design team, a group that delivers simple and accessible digital experiences to its customers.</p>The base salary range for this position is $140,000-285,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

VP, UX Design Leader, Institutional Wealth Management

<h3>Job Description:</h3><h3>Investment Solutions Representative</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.”</strong> Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>Previous success in sales, preferably in financial services</h3></li><li><h3>Client or customer consultation experience</h3></li><li><h3>Excellent phone and e-mail customer service skills</h3></li><li><h3>Comprehensive understanding of financial services markets, the economy and of industry trends</h3></li><li><h3>FINRA Series 7 licensed</h3></li><li><h3>Series 63 and 65 or 66 licensed OR ability to acquire upon hire</h3></li><li><h3>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</h3></li></ul><h3>The Purpose of Your Role</h3><h3>As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development.</h3><h3>The Skills You Bring</h3><ul><li><h3>Comprehensive understanding/interest in the financial services market, economy, and industry trends</h3></li><li><h3>Results-oriented and comfortable working independently within the infrastructure of a large organization</h3></li><li><h3>Strong technology skills and comfort with learning how to use new tools</h3></li><li><h3>Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting</h3></li><li><h3>Excellent interpersonal skills</h3></li><li><h3>Robust influencing and client engagement skills</h3></li></ul><h3>Our Investments in You</h3><h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</h3></li><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li><li><h3>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>Building and having fast-growing customer relationships by identifying customer’s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services</h3></li><li><h3>Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.</h3></li><li><h3>Partnering with other functions and roles within the organization to drive additional business</h3></li><li><h3>Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads</h3></li><li><h3>Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>The Investment Solutions Representative works with clients in Fidelity’s Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial offerings. We have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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