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<h3>Job Description:</h3><h3>The Role</h3><h3>Learn, grow and build your career as a Senior Manager on the Asset Management ("AM") Accounting Team within Fidelity’s Corporate Accounting function, accountable for financial accounting and controllership to Fidelity’s Institutional Asset Management legal entities!</h3><h3>You will be responsible for performing monthly close processes and overseeing monthly close activities that support the Fidelity Institutional Asset Management legal entities. Additionally, you will oversee the preparation of various financial reports including call reports, board presentations, and annual financial statements. You will also support the team’s various modernization efforts and projects on an ad hoc basis.</h3><h3>You will play a key role in the professional development of the accounting professionals on your team. It will also be important for the Senior Manager to form relationships with accounting leadership, peers, central accounting functions (e.g., accounting policy, technology, etc.), billing and other support functions across the firm, and key vendors.</h3><h3>Required Experience, Leadership and Skills:</h3><ul><li><h3>Bachelor's degree in Accounting / Finance or equivalent; CPA preferred</h3></li><li><h3>7+ years experience, Asset Management or financial services accounting preferred</h3></li><li><h3>Ability to lead and develop team members</h3></li><li><h3>Strong communication and social skills. Ability to influence business partners to achieve a desired business outcome. Make well-informed / reasoned decisions</h3></li><li><h3>Maintain a strong control environment. Responsible for operational processes and internal controls to mitigate accounting and operational risks. Evaluate the results of management’s testing of controls performed by internal controls function</h3></li><li><h3>Financial reporting experience. Prepare and review financial statements in accordance with U.S. GAAP</h3></li><li><h3>Audit participation experience. Assist with all aspects of external audits of AM entities. Timely meet requests and provide support. Form relationship with external audit counterparts.</h3></li><li><h3>Accounting operations experience. Timely work through operational issues impacting the accounting close and otherwise, as needed. Review and analyze legal entity results. Maintain documentation of significant related party transactions.</h3></li><li><h3>Maintain an appropriate level of professional skepticism.</h3></li><li><h3>Be change agent to propel the team forward. Identify, socialize and implement operational improvement opportunities. </h3></li><li><h3>Build and maintain relationships with the controls program, the accounting policy function, and centers of excellence within Corporate Accounting, as well as key business partners including but not limited to AM finance, AM operations, corporate tax, and corporate treasury.</h3></li><li><h3>Excellent written and verbal communications skills, including crafting presentations to communicate accounting results and other financial information.</h3></li><li><h3>Be flexible. Be able to work on multiple areas/projects concurrently. Be willing to learn new skills. </h3></li><li><h3>Effectively use financial systems, reporting and teamwork tools (Oracle, Excel, Word, SharePoint, Power BI, etc.)</h3></li></ul><h3>Certifications:</h3><h3>Category:</h3>Accounting<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>

Fidelity Investments

Sr. Manager, Accounting

<h3>Job Description:</h3><p><strong>The Role:</strong></p><p>We are seeking an equity market professional to help merge our systematic trading and analytics products and create a platform that Fidelity Capital Markets clients can use to navigate and execute in an increasingly complex market. The role will focus on evolving products in Fidelity Capital Markets equity offering towards our integrated platform vision.</p><ul><li>Implementing and improving trading algorithms (VWAP, LSA, IS, Dark, etc.) through systematic A/B tests</li><li>Leading coordination across business, trading consultants, data scientists and technology teams to improve product offering and deploy platform solutions</li><li>Modernizing trading infrastructure and data pathways to offer scalable solutions to a wide range of customer demands</li><li>Managing risk through automated fail-safe recovery mechanism, real-time alerting, systematic back testing, documenting systems, processes, jira follow-ups, and resolving real-time production incidents</li><li>Analyzing trading data and deriving solutions to lower transaction cost for our customers</li><li>Demonstrate a strong customer focus, influencing revenue and expense key performance indicators (KPIs).</li></ul><p><br><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor's Degree with additional experience (Master’s or Ph.D. preferred) in Engineering, Computer Science, Applied Mathematics or other relevant quantitative discipline</li><li>2+ years of experience in systematic trading and Transaction Cost Analysis (TCA) to improve trading algorithms, or experience managing multiple, complex projects simultaneously. Experience in financial services is preferred.</li><li>Series 7, 57, and 63 to be obtained within a time frame set by the business unit</li><li>Your ability to analyze vast amount of data and optimize outcomes of a complex trading system</li><li>Your attention to detail, discipline in execution, and ability to manage multiple projects</li><li>Your eagerness to optimize workflow, create scale and efficiency and learn new things</li><li>Your delight in data and influence through thought leadership using verbal and written communication</li><li>Your knowledge of US Equity market, trading algorithms and market microstructure</li><li>Your ability to lead the end-to-end product delivery lifecycle to beat client expectations</li><li>Your technical knowledge in Python, KDB/Q, Snowflake, Kafka and AWS.</li></ul><p><strong>The Team </strong></p><p>Our Systematic Trading and Analytics Platform team develops trading capabilities and provides quantitative expertise to the design of next-generation brokerage products in equity market. We build trading infrastructure and create trading algorithms to help clients achieve the best execution. We work with clients to improve their trading strategy, educate them about market structure and trading tools, and provide consultation to help them tackle their unique problems.</p><h3><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></h3>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><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 57 - FINRA, Series 63 - FINRA<h3>Category:</h3>Capital Markets Product

Squad Lead, Quantitative Development

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Senior Systems Analyst will be the main liaison between our business, product, and development teams. You will take business requirements and turn them into workable tasks. You will be part of a highly collaborative, multi-functional and geographically distributed scrum teams and responsible for complex systems analysis for projects. You will coordinate release management, interdependencies across squads and participate in scaling ceremonies and activities. You will examine and prepare team performance metrics and find opportunities for the squad to fully realize the benefits of working in an agile structure. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 6-9 years systems analysis experience and systems development</li><li>Experience with JIRA, Confluence, and SharePoint</li><li>At least 3 years of experience working in an agile environment</li><li>Familiarity with Enterprise Content Management (ECM) principles, CMIS standards, and document management best practices preferred</li><li>A demonstrable understanding of the Agile software development methodology</li><li>Excellent written and oral communication skills, allowing you to interview Business partners to understand project objectives, use cases and requirements</li><li>Strong analytical skills, enabling you to research, document and review existing systems and recommend designs for achieving requirements for self-contained projects within a larger program</li><li>Proficiency in assisting in the writing of user requirements and all the supporting documentation</li><li>Ability to diagram business processes and system workflows</li><li>Expertise in conveying technical concepts with internal customers, technical team members, and/or other technical contributors across the organization</li><li>Willingness to actively participate in defining project scope/backlog, while recommending solutions to project issues</li><li>Possess an analytical and consulting approach – able to ask engaging questions to help tease out requirements details and technical implementation options</li><li>Dedicated and highly motivated with the ability to quickly grasp new technologies and business concepts</li><li>Experience helping the team to remove impediments and facilitate agile ceremonies such as the daily scrum, sprint planning, backlog refinement and retrospectives. using Atlassian Stack (Jira, Confluence, etc.) and collaboration tools</li><li>Experience working with Squad Leader and Scrum Teams to maintain the Product and Sprint backlog</li><li>You are adaptable, and comfortable working in a fast-past environment with constant changes</li></ul><p><strong>The Team</strong></p><p>The WI Operations Modernization Chapter consists of a team of technologists and BPM experts, dedicated to modernizing and transforming the systems that run Fidelity Workplace Investing’s operations. We focus on building cloud-based applications to modernize legacy software that run our operations and support the transformation of our workflows to a modern BPM platform.</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 Systems Analyst

<h3>Job Description:</h3><h3><strong>Portfolio Associate</strong></h3><p>Summary</p><p>Outstanding opportunity to join a growing team overseeing the general account portfolios of the insurance and reinsurance companies within Fidelity Investments. Come join a team leading one of the best-in-class financial services companies in expanding its life and annuity businesses to provide value to Fidelity customers. This role will support the growth of the general account portfolios including assisting in the development and oversight of the alternative asset portfolio and external investment mandates.</p><p>Specific responsibilities include:</p><ul><li><p>Assist in the development and oversight of a portfolio of limited partnership fund investments and bespoke investment mandates to achieve the investment objectives of the general accounts.</p></li><li><p>Develop and assess asset manager benchmark and peer relative performance.</p></li><li><p>Actively participate in due diligence meetings and support overall asset manager oversight processes for new asset managers.</p></li><li><p>Develop investment memoranda with investment recommendations for new investment opportunities.</p></li><li><p>Monitor portfolio investments, assessing the competitive landscape, performance track records, and overall market environment.</p></li><li><p>Coordinate all data and analytical requests made of asset managers.</p></li><li><p>Support the development of financial forecasts and accompanying capital markets assumptions.</p></li><li><p>Develop investment reporting for senior leadership.</p></li></ul><p>Qualifications</p><p>We are seeking an Investment Associate who has the following minimum qualifications:</p><ul><li><p>Bachelor’s degree in a relevant quantitative field and 3+ years of asset management or related work experience;</p></li><li><p>Experience with private asset classes, securitized products, or other asset class experience;</p></li><li><p>Experience developing and implementing investment strategies through the use of external asset managers;</p></li><li><p>Ability to contribute to existing portfolio management processes and develop new processes including data management;</p></li><li><p>Experience monitoring asset manager performance and compliance within investment guidelines;</p></li><li><p>Strong ability to collaborate with internal and external constituents including asset managers, portfolio managers, risk management, actuarial, finance, tax, and operations functions;</p></li><li><p>Ability to innovatively contribute to an entrepreneurial insurance and reinsurance team, within a large organization environment; and</p></li><li><p>Strong proficiency in Microsoft Office and familiarity with specialized private and alternative databases.</p></li></ul><p>The following additional qualifications are preferred:</p><ul><li><p>MBA or Master’s degree in a quantitative discipline;</p></li><li><p>Other industry certifications such as CFA, FSA, ASA, CERA, FRM;</p></li><li><p>Experience with limited partnership investments; and</p></li><li><p>Experience managing investment portfolios within a reinsurance or insurance company focused on asset liability management.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position. </strong></p><p>Compensation and Location</p><p>Position located in Boston, MA or Jersey City, NJ. Competitive salary, bonus, and benefits package commensurate with experience.</p>The base salary range for this position is $90,000 - $175,000 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><h3>Category:</h3>Investment Professionals

Portfolio Associate

<h3>Job Description:</h3><p><strong>Senior Manager, Digital Assets Shareholder Reporting</strong></p><p>Job Description:</p><p><strong>The Role</strong></p><p>Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies? In this role you will prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree with 8+ years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)</li><li>Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus</li><li>Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies</li><li>In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements</li><li>Advanced excel skills and experience translating accounting data into financial statement presentation</li><li>Ability to lead independently and in an operations-focused, fast paced team environment</li><li>Strong working knowledge of project and relationship management</li><li>Excellent written and verbal communication skills and strong presentation capability</li><li>MBA or CPA preferred</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!</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>

Senior Manager, Digital Assets Shareholder Reporting

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Investments is looking for a Senior Software Engineer who is passionate about cutting edge technologies, frameworks, and design patterns. You will be joining a team of engineers focused on engineering testing solutions for the Fidelity Insurance Agency (FIA) product area. You will apply your strong software development and test automation skills to design, develop, test, deploy, maintain, and improve Fidelity investments software solutions. You will also be supporting your team in adopting best practices to ensure we are building the right product and we are building it right. Overall, you will have an appetite for learning, evaluating, and recommending new technologies. Software Engineers at Fidelity Investments pride themselves on their experience, leadership, and ability to establish relationships across teams.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>10 + years experience with a Bachelor’s or 6 + years experience with a Master’s degree in Computer Science (or closely related field)</p></li><li><p>Experience in designing and implementing robust QA strategies and test frameworks for API, Web with deep expertise in end-to-end validation</p></li><li><p>Experience in test automation (Playwright/Cypress, Rest Assured, JUnit, Test NG, Maven, ETL Batch)</p></li><li><p>Experience with DevOps/Pipelines (Jenkins Core, LWC, Monorepo, etc.)</p></li><li><p>Experience with source control (GitHub, Stash (Bitbucket), Sourcetree)</p></li><li><p>Cloud experience preferred - Amazon Web Services (AWS)</p></li><li><p>Top skills needed: Front end, Playwright, Xray, chaos, Splunk, Datadog, node.js, Java, Java Script, Jenkins core</p></li><li><p>Minimum 6 years of experience with architecting automation test platforms</p></li><li><p>Minimum 6 years of experience with architecting and implementing development pipelines (CI / CD)</p></li><li><p>Good understanding of accessibility features and building and testing accessible experiences on Web</p></li><li><p>Focus on the deployment automation and orchestration</p></li><li><p>Assist with code branches, merges, builds pipelines, manage versioning etc.</p></li><li><p>Use your knowledge of testing and testability to influence better software design, promote proper software engineering and bug prevention strategies, testability and security</p></li><li><p>Actively participate in the development process through writing and maintain application features and automated tests including unit tests, component tests, integration tests, functional tests, performance tests, scenario tests and interoperability tests</p></li><li><p>Collaborate with team members on improving team's test coverage, release velocity and production health</p></li><li><p>Good understanding on write SQL queries and implementing the data seeding for automation.</p></li><li><p>Good to have AWS certification and experience </p></li></ul><p><strong>The Team</strong></p><p>The Engineering Excellence (EE) chapter resides in the Wealth business unit of Fidelity Investments. The EE chapter’s support spans across all of Wealth and provides domain specialists to squads who develop products with the highest customer quality, security, stability, and experience. The chapter is made up of multi-stacked engineers with a passion around customer experience and with the engineering tool set to seek challenges including automated testing, performance testing, chaos testing, application cloud migration and management, CI / CD implementation, security testing, and application development. </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 Software Engineer

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </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>What to expect…</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>Advantages of our career development experience…</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>The expertise we’re looking for…</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>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</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>Our Investments in You</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>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 Services Representative - Vancouver, WA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Implementation Service Sr. Specialist (ISSS) plays a critical role in supporting Implementation Project Managers in onboarding advisors onto our platform. This position aids in ensuring a smooth, efficient, and positive onboarding experience by managing operational tasks, coordinating with internal teams, and serving as a trusted resource for advisors throughout the process.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s Degree and 2+ years of operations and/or service experience in the financial services industry or equivalent college experience preferred</li><li>Series 7 encouraged</li><li>Strong organizational skills, attention to detail, and the ability to manage multiple inquiries concurrently in a dynamic, cross-collaborative environment</li><li>Ability to explain processes clearly, and build trust using excellent interpersonal, verbal and written communication skills</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Ability to gain proficiency with FBSI/FDOT/OpsWorX, MyWorkspace, XTRAC, Wealthscape, Salesforce and Microsoft Office applications</li></ul><h3><strong>The Implementation Service Sr. Specialist Will Do the Following</strong></h3><ul><li>Partner with Implementation Project Management to execute advisor onboarding plans within defined timelines and service standards</li><li>Support advisors transitioning their book of business onto the platform, providing clear guidance and timely responses to inquiries</li><li>Monitor progress and proactively identify potential issues, escalating as needed to ensure successful implementation</li><li>Maintain detailed records of onboarding activities and status updates in Salesforce and project tracking tools</li><li>Contribute to continuous improvement initiatives by sharing feedback and best practices</li><li>Manage small to mid-level implementation projects by addressing advisor inquiries via email, phone, Zoom (as needed) to ensure a seamless transition</li><li>The ISR team will focus on client satisfaction with specific attention in the areas of account opening, transfer of assets, not in good order (NIGO) management, problem resolution, Wealthscape platform and tools, and answering inbound inquiries</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Accelerating advisor productivity and strengthening client relationships by delivering exceptional service to clients during a Moment that Matters, often their first experience working with Fidelity</li><li>Acting as a liaison on behalf of Advisors to FIWMS organization to address their needs</li><li>Responding to client inquiries during the asset realization of the on-boarding experience</li></ul><h3><strong>The Team</strong></h3><p>The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank &amp; Trust companies and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform. Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.</p>The base salary range for this position is $55,000-105,000 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>Client Service

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