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<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>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. </p><p>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. </p><p>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. </p><ul><li><p>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </p></li></ul><ul><li><p>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </p></li></ul><ul><li><p>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </p></li></ul><ul><li><p>Inspecting and evaluating progress, and removing impediments for your squad </p></li></ul><ul><li><p>Defining, presenting, and evaluating results against agreed acceptance criteria </p></li></ul><ul><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>6+ years’ experience preferred including <strong>alternatives</strong><strong> products</strong> servicing with an asset manager, fund administration firm or custodian. </p></li></ul><ul><li><p>Bachelor’s Degree or equivalent experience. </p></li></ul><ul><li><p><strong>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. </strong></p></li></ul><ul><li><p>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 </p></li></ul><ul><li><p>CAIA and /or CFA is a plus. </p></li></ul><ul><li><p>Agile and Jira experience required </p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong> </p><p>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. </p><p>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. </p><p><strong>#FFIOALTS</strong></p>The base salary range for this position is $110,000-$185,000 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>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

Fidelity Investments

Product Lead, Alternatives Private Equity and Real Assets

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>As a <strong>Director, </strong> <strong>Alternatives and Digital Assets </strong><strong>Shareholder Reporting</strong>, 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. </p><ul><li><p>Get up-to-speed quickly on a variety of critical new requirements ranging from complex instruments to regulations and authoritative guidance. </p></li></ul><ul><li><p>Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables. </p></li></ul><ul><li><p>Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting production teams. </p></li></ul><ul><li><p>Summarize and communicate impacts of new requirements to Senior Management and key business partners. </p></li></ul><ul><li><p>Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes. </p></li></ul><ul><li><p>Coordinate and deliver training that improves Shareholder Reporting staff’s conceptual understanding of new and changing requirements. </p></li></ul><ul><li><p>Demonstrate an initiative-taking approach to growing your knowledge and supporting Shareholder Reporting’s readiness for new and changing requirements impacting our business. </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Bachelor’s Degree or equivalent experience​</p></li><li><p>8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank, preferably in administration for investment funds. </p></li><li><p>Familiarity with regulatory reports and filings for investment companies including their operational support processes. </p></li><li><p>Investment product knowledge including investment structures and their regulatory and compliance frameworks. </p></li><li><p>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.</p></li><li><p>Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.</p></li><li><p>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. </p></li><li><p>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred. ​</p></li><li><p>CPA preferred</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong> </p><p>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. </p><p><strong>#FFFIOALTS</strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<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>

Director, Alternatives and Digital Assets Shareholder Reporting

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>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. </p><p>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. </p><p>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. </p><ul><li><p>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </p></li></ul><ul><li><p>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </p></li></ul><ul><li><p>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </p></li></ul><ul><li><p>Inspecting and evaluating progress, and removing impediments for your squad </p></li></ul><ul><li><p>Defining, presenting, and evaluating results against agreed acceptance criteria </p></li></ul><ul><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Bachelor’s Degree or equivalent experience. </p></li></ul><ul><li><p>6+ years’ experience preferred including <strong>alternatives</strong><strong> products</strong> servicing with an asset manager, fund administration firm or custodian. </p></li></ul><ul><li><p><strong>Advanced knowledge of broad and deep operations of liquid alts/ hedge fund products including derivatives/swaps and fund structures associated with this segment. </strong></p></li></ul><ul><li><p>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. </p></li></ul><ul><li><p> CAIA and /or CFA is a plus. </p></li></ul><ul><li><p>Agile and Jira experience required. </p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong> </p><p>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. </p><p>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. </p><p><strong>#FFIOALTS</strong></p>The base salary range for this position is $110,000-$185,000 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>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

Product Lead, Alternatives Liquid Alts/Hedge

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As 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.</p><p><strong>The Expertise and Skills You Bring</strong></p><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><p><strong>The Value You Bring</strong></p><p>You 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.</p><ul><li><strong>High-reaching and Creative:</strong> Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.</li><li><strong>Standout Colleague:</strong> Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.</li><li><strong>Resourceful and Organized:</strong> Adept at balancing multiple priorities—while staying focused and organized.</li><li><strong>Proactive and Curious: </strong>Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.</li><li><strong>Thrive in ambiguous situations:</strong> Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.</li><li><strong>Strong Communicator:</strong> Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.</li><li><strong>Leadership-Oriented:</strong> Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>The 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>.</p>The base salary range for this position is $110,000-$185,000 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>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>Consulting

DC/DB Senior Compliance Consultant

<h3>Job Description:</h3><p><strong>Job Title:</strong> Associate Investigator</p><p><strong>The Role</strong></p><p></p><p>As 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. </p><p>· Provide outstanding investigative expertise</p><p>· Exhibit operational excellence</p><p>· Partner closely with key stakeholder across the firm</p><p><strong> The Expertise and Skills You Bring</strong></p><p>· 3-5 years of law enforcement, investigations, security, risk, or similar experience</p><p>· Demonstrated expertise in investigative analysis and techniques</p><p>· Strong relationship management and communication skills</p><p>· Strong operational process management skills</p><p>· Ability to work independently and under pressure and handle multiple tasks and priorities</p><p>· Ability to quickly master and navigate sensitive organizational matters</p><p>· Bachelor’s Degree or equivalent degree</p><h3>Certifications:</h3><h3>Category:</h3>Security<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>

Associate Investigator

<h3>Job Description:</h3><p>Fidelity Investments is seeking Senior BPM Developers to support multiple business units in automating, digitizing, and transforming their operational environments. This is a hands-on technical role that leverages software design and engineering expertise to deliver robust, scalable, and efficient solutions for business partners. In this position, you will be responsible for translating business requirements into solutions that align with customer needs while adhering to internal quality and security standards. You will develop maintainable BPM implementations, uphold excellence in software development practices, and actively contribute to analysis and design discussions. Additionally, you will play a key role in building trusted relationships within the team and with business partners.</p><p></p><p><strong>The Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree</p></li><li><p>Proficiency in JavaScript, Java, and REST APIs (<strong>Required</strong>)</p></li><li><p>Experience with HTML and CSS (<strong>Preferred</strong>)</p></li><li><p>Hands-on experience with Camunda BPM or other BPM development platforms</p></li><li><p>Familiarity with AWS or other cloud service providers</p></li><li><p>Background in business process improvement or re-engineering</p></li><li><p>Experience in financial services, particularly in operations or technology roles (<strong>a plus</strong>)</p></li><li><p>Strong analytical skills to assess business problems and propose technical solutions</p></li><li><p>Collaborative mindset with a passion for tackling new challenges</p></li><li><p>Clear and effective communication with peers and leadership</p></li><li><p>Confidence to contribute ideas and opinions in team discussions</p></li><li><p>Proactive approach to problem-solving and task ownership</p></li><li><p>Eagerness to learn and grow expertise in new tools and technologies</p></li></ul><p><strong>The Team</strong></p><p>As part of the Advanced Process Solutions (APS) within Fidelity Investments, you will join an agile team of 6-8 skilled and hardworking individuals tasked with re-imagining the customer experience and associate workflow for Fidelity. The team will be focused on up-front design, development and implementation of innovative solutions that significantly improve operational efficiency and enable an exceptional digital experience for Fidelity business partners and end users. </p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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 BPM Developer

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The 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.</p><p><strong>The Skills And Expertise You Bring</strong></p><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><p><strong>The Team</strong></p><p>You 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.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project 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>

IT Project Manager - Institutional Wealth Management

<h3>Job Description:</h3><h3>Phone Financial Consultant</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>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>FINRA Series 7 &amp; 63 required prior to hire</h3></li><li><h3>Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire</h3></li><li><h3>Five years financial services experience, with 3-5 years of sales experience</h3></li><li><h3>A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!</h3></li></ul><h3>The Purpose of Your Role</h3><h3>We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</h3><h3>The Skills You Bring</h3><ul><li><h3>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele</h3></li><li><h3>Excellent knowledge of investment products</h3></li><li><h3>Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization</h3></li><li><h3>Strong technological acumen and comfort with learning how to use new tools</h3></li><li><h3>Excels in paperless work environment by leveraging technology</h3></li><li><h3>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action</h3></li><li><h3>Extraordinary listening and communication skills, confident public speaking, and group dynamics</h3></li><li><h3>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</h3></li></ul><h3>Our Investments in You</h3><h3>We believe that a holistic approach to life is important. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><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></ul><h3>The Value You Deliver</h3><ul><li><h3>No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning</h3></li><li><h3>Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals</h3></li><li><h3>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</h3></li><li><h3>You are developing existing relationships to retain and increase total assets and profitability</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.</h3><h3>While you build relationships here, you will also be building your career!</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 and 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>The base salary range for this position is $55,000 - $75,000 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

Financial Consultant, National Investor Center - Greenwood Village, CO

<h3>Job Description:</h3><p><strong>The Role </strong> </p><p>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. </p><p>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. </p><p>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. </p><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><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li>6+ years’ experience preferred including <strong>alternatives</strong><strong> products </strong>servicing with an asset manager, fund administration firm or custodian. </li></ul><ul><li>Bachelor’s Degree or equivalent experience. </li></ul><ul><li><strong>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. </strong></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><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong> </p><p>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. </p><p><strong>#FFIOALTS</strong></p>The base salary range for this position is $110,000-$185,000 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>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

Product Lead, Alternatives Private Credit

<h3>Job Description:</h3><p>Chapter Lead- Director, Software Engineering- Advent Geneva </p><p>The Role</p><p>FFIO (Fidelity Fund and Investment Operations) is seeking an engineering leader to drive the development and enhancement of products supporting Alternative Investments. This role is responsible for delivering high-quality technology solutions through close collaboration with architects, technologists, and business partners. As a technical leader, you will play a critical role in resolving complex challenges, ensuring timely and accurate product launches, and contributing to Fidelity’s strategic expansion in the Alternative Investment space.<br> </p><p>The Expertise and Skills You Bring</p><ul><li><p>7+ years of experience with Advent Geneva accounting platform, with at least 2 years in a managerial or leadership role.</p></li><li><p>Expertise in Geneva Accelerator, RSL, and GSQL.<br>Strong understanding of Advent Geneva platform and financial data structures.</p></li><li><p>Proven ability to lead technical teams, drive digital transformation, and enable agile, customer-focused delivery.</p></li><li><p>Deep understanding of API design and development, multithreading, Java design patterns, and performance tuning.</p></li><li><p>Hands-on experience with AWS and modern DevOps tools (Maven, Jenkins, GitHub, Jira).</p></li><li><p>Proven ability to lead architecture and product roadmaps for large-scale, complex systems.</p></li><li><p>Skilled in strategic consulting, cross-functional collaboration, and driving engineering standards and technology direction.</p></li><li><p>Experience working with distributed teams across time zones.</p></li><li><p>Ownership of technical delivery across assigned applications, including sprint planning, feature development, and release execution.</p></li><li><p>BS degree in Computer Science or Software Engineering or equivalent experience</p></li></ul><p>The Team</p><p>Fidelity Fund &amp; Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products, preparing fund financial statements, dividend estimates and tax returns, monitoring delivery of fund trades to custodian banks, processing corporate actions, collecting securities income on behalf of the funds, reconciling, reporting and moving money in support of fund shareholder transactions, and managing fund liquidity.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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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