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<h3>Job Description:</h3>The RoleWe are seeking a results-driven Senior Manager of Operations Excellence to join our team of internal consultants and process engineers who will drive strategy and reengineering initiatives within the Fidelity Fund and Investment Operations (FFIO) operating environment.In this role, you will join a team of change leaders focused on analyzing, designing, implementing process improvements, and improving the associate experience across various business functions. You will collaborate with business partners to design and implement enhanced business capabilities, creating a more scalable and flexible operating environment while achieving consistent quality. Your goal will be to enhance operational efficiency, reduce waste, and improve service delivery through data-driven strategies and continuous improvement methodologies. We are looking for a self-motivated individual with excellent analytic and communication skills who can work across business operations and technology teams.The Value You Deliver<ul><li>Efficient communication in team environment.</li><li>Understand business vision and strategy.</li><li>Facilitate team working sessions and influence key operational managers and directors.</li><li>Deliver measurable impact through definition and refinement of key objectives and key performance indicators that demonstrate outcomes.</li><li>Continuously learn and develop your skills in strategic analysis, design, and operational excellence.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree</li><li>5+ yrs of experience in process engineering, process improvement, or a related field.</li><li>Experience with operational strategy, strategic analysis and execution, design thinking, and large-scale process re-engineering preferred.</li><li>Demonstrated experience collaborating with cross-functional teams.</li><li>Expertise in process improvement, design thinking, and strategic thinking.</li><li>Proficiency in process mapping tools (e.g., Visio).</li><li>Strong team player who can also work independently.</li><li>Excellent written and verbal communication skills.</li><li>Excellent organizational and analytical skills.</li><li>Ability to handle ambiguity and adapt to changing business priorities.</li><li>Ability to manage concurrent projects in a fast-paced environment.</li><li>Comfortable challenging the status quo and proposing new ideas.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Operations Strategy &amp; Performance Delivery team (OSPD) plays a critical role in strategy development and performance delivery for all FFIO. The team drives operational improvement and interacts with the business domains and shared services functions within FFIO. We are an objective partner that delivers operational effectiveness and innovative automation solutions to drive measurable value and accelerated results across Fidelity business units and for our customers. As a team-centric organization, we provide ample opportunities for collaboration with other OSPD team members, as well as key business partners, both upstream and downstream.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Senior Manager, Operations Excellence

<h3>Job Description:</h3>Associate Analyst, Custody Operations The RoleFidelity Digital Asset Services is an exciting new business unit focused on bringing industry-leading digital asset custody and trading services to institutional clients. The Analyst in Custody Operations is responsible for day-to-day operational activities including maintaining accurate books &amp; records, settling with counterparties, reviewing transactions for approval, reconciling various systems and building subject matter expertise in digital assets. #cryptojobsTo be effective, you will work closely with your teammates on the Custody Operations team and peer teams and business partners to ensure understanding of client custody and operational needs as well as drive overall satisfaction. With your knowledge and commitment, you will become a collaborative and resourceful member of the Fidelity Digital Assets team, sharing best practices and driving successful results.Working Hours: 4 x 10 hour rotational shifts which include nights, weekends, and holidays.The Expertise and Skills You Have<ul><li>Proven ability to complete a set of complex daily tasks, preferably in middle or back-office operational role(s) with strong attention to detail and efficient, accurate processing</li><li>Proven experience analyzing operational workflows and writing policies and procedures</li><li>Understanding of money movement, reconciliation and settlement concepts</li><li>Ability to recognize process inefficiency and recommend improvement opportunity</li><li>Passion and curiosity for digital asset technologies (we can guide the specifics; we can’t teach passion and curiosity!)</li></ul>You will report to the Senior Manager of Operations and will be responsible for a range of activities to support institutional custody. As a member of the Custody Operations team, you will:<ul><li>Provide daily operational support, including settlement, reconciliation, transaction review, triaging issues and reporting</li><li>Demonstrate effective verbal and written communication skills</li><li>Participate in, and provide valuable input into, conversations with business partners including Product, Risk, Compliance, Exchange Operations, Customer Support, etc. to support ongoing client needs and drive process improvement</li><li>Bring operational expertise in trading, asset movement to the business</li><li>Your experience in prior roles with detailed, task oriented operational support managing day to day work and building for the future</li><li>Your excellent interpersonal, verbal, and written communication skills</li><li>Your ability to work well on teams and in fast-paced, cross-collaborative environments</li><li>Your ability to think analytically and deliver solutions to complex challenges</li><li>Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions</li><li>Your success in navigating and thriving in a dynamic, growing new business</li><li>Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner</li><li>Driving high satisfaction, quality, and efficiency for both the client and Fidelity</li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</li><li>Working with internal and external business partners to ensure proper policies and procedures are written</li><li>Identify areas of risk mitigation and work with the Operations team to address</li></ul>The TeamFidelity Digital Assets℠, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.Fidelity Digital Assets℠ embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.Fidelity Digital Assets℠, the Platform Services Team is responsible for internal and external backend services and APIs that support transfer of digital assets and wires. Additionally, they maintain account positions service and provide API interfaces for the Custody as a Service offerings.<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Associate Analyst, Custody Operations

<h3>Job Description:</h3>Within Workplace Consulting’s Center of Excellence (COE) organization, the Historical Calc Team Senior Retirement Analyst is responsible for the administration of defined benefit (DB) retirement plans on behalf of our clients and their participants. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience!<h3>This role is responsible for</h3><ul><li>Analyzing, performing, and reviewing non-automated complex calculations manually (e.g., determination of historical service values, calculation of historical accrued benefits, etc.)</li><li>Completing client requests, preparing calculation summaries and explanations to respond to participant inquiries, and analyzing/solving data and other complex issues</li><li>Participating in special projects (e.g., new client implementation, divestitures, mergers, corporate actions, etc.) related to DB administration services</li><li>Providing ad hoc manual calculation support for a variety of clients and plan participants in a fast-paced environment</li><li>Performing the final quality review of work completed by other team members to ensure the finished product is accurate and of the highest quality</li><li>Reading and interpreting client plan documents, sample calculations, SPDs, plan provisions, and other documentation</li><li>Coaching and mentoring junior staff</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree or equivalent work experience</li><li>10+ years of defined benefit experience working for a benefits consulting firm or plan sponsor</li><li>Excellent mathematical and analytical skills</li><li>Leadership, mentoring, and coaching ability</li><li>Exemplary critical thinking and problem-solving skills</li><li>Leadership with self-motivation and determination to succeed</li><li>Keen written and verbal communications skills</li><li>Ability to balance and prioritize multiple projects in a fast-paced work environment while meeting standards outlined in the applicable client service level agreement</li><li>Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Experience working with pension plan documents, calculation rules/procedures, and other formal documentation</li><li>Ability to follow existing procedures, but have the continuous improvement mindset to evolve/advance to improve the process</li><li>Technically inclined with Microsoft Excel and Word applications</li><li>Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications</li><li>Ability to query, modify, set-up, and review test cases used to test pension administration systems</li><li>Leading the discovery and learning of the mechanics of how a client’s DB Plan operates</li><li>Experience actively gathering information from clients and third parties, framing questions, and covering all possible scenarios under the DB Plans</li></ul><h3>The Team</h3>This role will reside within Workplace Consulting’s Center of Excellence (COE) organization on the Historical Calc Team. You will be responsible for managing the manual and non-automated calculations for multiple Defined Benefit clients, business reporting, adhering to contractual obligations, and facilitating internal scale &amp; efficiency initiatives for your assigned clients. You also will be responsible for many aspects of peer review and final approval. You will support the COE’s interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.<h3>Certifications:</h3><h3>Category:</h3>OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Senior Retirement Analyst, Center of Excellence

<h3>Job Description:</h3>Director, Data ArchitectFidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities.The Expertise and Skills You Bring <ul><li>Education – BS or MS required</li><li>Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications</li><li>Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy</li><li>Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality</li><li>Ability to evaluate, prototype and recommend emerging data technologies and platforms</li><li>Demonstrated experience developing enterprise applications and data solution in the cloud – Azure/AWS</li><li>Experience architecting large complex systems with large volume and high-performance requirements</li></ul><ul><li>Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling</li><li>Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike </li><li>Expertise in programming languages such as SQL and Python, Java a plus</li><li>ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic</li><li>Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies</li><li>Analytical reporting experience, preferably Snowflake and PowerBI</li><li>Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Architecture

<h3>Job Description:</h3>The RoleThe Manager, Meetings &amp; Events will deliver best in class event experiences for the firm’s associates, clients, and prospects. They will have a natural curiosity for business strategy and demonstrate their skills to create and flawlessly complete programmatic experiences that support the objectives!The candidate will be experienced in project management, including creating and managing budgets, creating timelines and work plans, leading planning meetings and collaborating with business partners to drive toward deliverables. We are looking for a good communicator who keeps partners informed. The candidate will be in command of complex event logistics, including, but not limited to sourcing and managing speakers and vendors, and creating dynamic production schedules.The ideal candidate is skilled at producing both in-person and virtual experiences.! They are comfortable with digital environments and have a proven track record of creating high quality virtual events using various technology platforms<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree preferred or at least 5 years of related work experience</li><li>Experience planning social and corporate events as well as an understanding of industry events</li><li>Experience with event registration systems and event mobile app platforms, especially Cvent.</li><li>Knowledge and experience with virtual event production</li><li>Knowledge and experience of Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word) and Zoom Meeting/Webinar</li><li>Strong verbal and written communication skills, including a command of proof reading</li><li>Exceptional organizational skills</li><li>Ability to work under tight deadlines and prioritize responsibilities</li><li>Ability to travel within the U.S. and work flexible and/or fluctuating work hours</li><li>You demonstrate exceptional time management and organizational skills with a proven record of success in planning, managing, and driving multiple events simultaneously.</li><li>You have experience managing small to mid-size budgets, possess fundamental knowledge of contractual language pertaining to meetings and events, and have experience negotiating with vendors.</li><li>You collaborate with team members and business partners, have a proven ability to work well independently and as part of a team, and embrace and contribute to a positive work environment.</li><li>You demonstrate knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment and you have the ability to adapt as needed.</li><li>Serving as an event project manager, creating timelines, organizing planning meetings, collaborating with business partners (i.e. sales, relationship management, product, marketing) to drive toward deliverables, and keeping partners informed.</li><li>Consulting with senior management and colleagues regarding event strategy, objectives and program goals; making recommendations to achieve maximum impact for minimal spend.</li><li>Collaborating with the marketing, communications and product groups to ensure appropriateness of branding, including presentation content.</li><li>Designing engaging relevant event experiences that resonate with attending audiences and achieve key business objectives for internal and external audiences, including new and existing clients.</li><li>Playing an integral role in all agenda content development and work with speakers on all logistical items.</li><li>Developing success measures and evaluate all major events against objectives, recommending areas for improvement.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide objectives.<h3>Certifications:</h3><h3>Category:</h3>Event ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Manager, Meetings & Events

<h3>Job Description:</h3>The RoleDo you want to join a Center of Excellence (CoE) focused on developing best in class standards &amp; practices for external audits? The External Audit CoE within Fidelity’s Enterprise Technology Risk &amp; Analytics (ETRA) group is seeking a hard-working, driven, and experienced professional to join the team. You will help enhance and run the external audit oversight program activities, including defining and executing the external audit strategy and program, and working with External Auditors, Technology, Operations and Risk teams to lead the technology audit engagements. You will also develop data analysis and automated tools to generate actionable insights needed to support and enhance program activities. The Expertise You Have • Bachelor’s Degree in Computer Science, Information Systems, Technology, Accounting, or a related field of study preferred. • 4-7 years of experience in information technology auditing (preferably supporting or conducting audits), information technology risk or compliance, cyber security, or controls assurance roles. • Demonstrated technical abilities in multiple domains (e.g., technology infrastructure and application controls, cyber security, access management, cloud, resiliency, etc.). • Experience implementing and assessing controls over highly automated business processes. • Working knowledge of cloud-native technologies, including cloud databases, along with familiarity with DevOps methodologies, automated deployment processes, and supporting tools. • Strong understanding of data protection processes and controls for handling various levels of confidential data across diverse environments. • Hands-on experience with data exploration and visual analytics concepts, utilizing business intelligence and visualization tools such as Excel, Alteryx, Tableau, and Power BI. • Professional technology risk certification (CISA, CISSP, CRISC) and/or Cloud Certification(s) (CCSP, CCSK, AWS) desired but not required. The Skills You Bring • Strong analytical skills, critical thinking, and attention to detail. • Ability to solve complex problems through the creative use of data analytics. • Knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions. • A process-oriented mindset and deep understanding of operations and technology to support the analysis, design, and oversight of effective control frameworks. • Knowledge of Cloud security and controls and cloud technology environments (AWS/Azure, PaaS, SaaS). • Knowledge of Industry standards, frameworks, and methodologies, such as SOC 1, SOC 2, ISO27001, HITRUST. • Excellent verbal and written communication skills enabling you to prepare and present findings clearly and concisely. • A sense of ownership, accountability, and a commitment to achieving objectives. • The ability to build and maintain collaborative working relationships to craft and assist in the execution of appropriate controls design and monitoring. • The ability to remain focused and complete priorities in the face of change.The Value You Deliver • Gather, organize, and analyze externally audited systems data to uncover key insights that can be presented through data visualizations. • Develop analytics to proactively identify risk across the firm (in high impact areas such as logical access, application resiliency, cloud, vendor and more). • Assist with planning and coordination of audit cycles with external auditors and internal stakeholders. • Effectively manage audit scope changes and maintain an authoritative inventory of externally audited systems. • Facilitating requests from external auditor and monitoring to ensure timely completion. • Assist with information technology risk assessments and readiness assessments including documenting controls, identifying potential gaps and/or inconsistencies and making sound recommendations for improvement and/or mitigation. • Proactively identify, track, monitor, report, &amp; advise of any risks to external audit engagements. • Work across business, technology and risk teams to execute technology audit engagements according to schedule while proactively managing and resolving challenges that arise during the audit cycle. • Maintain a comprehensive inventory of externally audited controls, including detailed mappings to audit reports and GRC records, along with practical descriptions of how each control is executed. • Support the creation of detailed procedural documentation to guide business and technology partners in understanding and integrating standard external audit controls into their products.The Team You will be part of the External Audit team within ETRA. The CoE manages and coordinates Enterprise external audit technology engagements (SOC 1, SOC 2, attestation reports, etc.) in close partnership with the business unit technology risk teams. Technology Risk is part of the broader Legal, Risk and Audit (LRA) group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity’s brand. You will also work with Fidelity technology and business owners, Enterprise Cybersecurity (ECS), Enterprise Infrastructure &amp; Operations (EI&amp;O), Fidelity Architecture &amp; Engineering (FAE), Business Unit Technology partners, Business Unit Operations Risk, and Fidelity external auditors. Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Sr. Tech Risk Analyst - External Audit COE

<h3>Job Description:</h3>Want a role that is crucial in all phases of digital product management? Join the Digital Strategy &amp; Solutions Team! As a Product Manager, you will integrate product knowledge and experience in product management, providing leadership to bridge the gap between strategy and execution by aligning strategic goals with business value. Applying data-driven insights to identify product improvements, define clear requirements, deliver innovative solutions, and assess business outcomes for measurable impact. Eliciting and detailing the needs of customers, partners, LRC, and project objectives to ensure alignment and clarity throughout the development lifecycle. Crafting detailed product requirements that reflect end-user functionality, supported by cross-functional collaboration and visual artifacts. Implementing quality controls to ensure solutions meet defined requirements, function as intended, and are continuously improved. Supporting client and field readiness and providing deep expertise in digital product functionality.<h3>The Expertise and Skills You Bring</h3><ul><li>5+ years of product manager experience delivering customer or associate focused digital solutions.</li><li>An ability to lead high priority initiatives from concept through execution across multiple cross-functional teams</li><li>Passionate about using data to address challenges, skilled in synthesizing insights into compelling narratives, vision statements, and data-informed decisions.</li><li>Extensive experience in root cause identification, process, journey and value stream mapping.</li><li>An affinity for technology and a dedication to staying current with industry innovations.</li><li>Experience in the specific areas of account maintenance, account opening, money movement, process workflow regulations, digital platforms, fraud, case management, XTRAC, market trends, and omnichannel applications.</li><li>Expertise in phone, branch and back-office operations, with an understanding of how paper, non-value-add calls, and manual tasks impact the cost of servicing clients.</li></ul><h3>The Team</h3>We are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share core product management and analytical abilities, as well as a set of differentiated skills which extends their ability to meet squad needs. We are aligned with the CORE-X group area whose mission is 'Serving Millions, Moving Billions.' We help grow our core business, attract the next generation of customers, and scale our impact across the organization through our critical experiences:<ul><li>Account opening across all products</li><li>Seamless money and asset transfers within and beyond Fidelity</li><li>Essential account maintenance activities.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Principal Business Analyst

<h3>Job Description:</h3>Senior Manager, Compliance Advisor – Testing &amp; Reporting ServicesThe Role<ul><li>Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences.</li><li>Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results</li><li>Leading the testing service team to find solutions when complex issues or errors arise.</li><li>Assist in setting proper expectations for new clients (sales) and plan sponsor contacts</li><li>Building the confidence of clients in Fidelity’s services by offering solutions to test failures</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree Required</li><li>5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing services.</li><li>4+ years of Defined Contribution nondiscrimination testing experience required</li><li>ASPPA credentials - QKA, QPA preferred</li><li>In-depth nondiscrimination testing experience</li><li>Can review test results and efficiently gain understanding of a plan’s design</li><li>Understanding of the Employee Plans Compliance Resolution System (EPCRS), and how to apply EPCRS rules to plan corrections</li><li>Can discuss and explain complex regulatory topics with any audience, tailoring your delivery to the audience</li><li>Collaborate with Plan Sponsors and internal business partners to build consensus</li><li>Multitask client work, internal project work, and other responsibilities</li><li>Strong organization skills and keep detailed records of your work</li><li>Can manage at-risk client relationships</li><li>Research topics independently and deliver solutions to complex regulatory issues</li><li>Communicate effectively, work well in a team environment, and possess good presentation skills.</li><li>Possess great problem-solving skills including the ability to manage escalated issues.</li><li>Have the ability to negotiate and influence.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Compliance Advisor role resides in Testing and Reporting Services (TRS) within Workplace Investing (WI). TRS provides and completes Employer Calculations and Additional Testing (ECAT), Plan Year End Summary Reporting, Minimum Coverage and Nondiscrimination Testing, Form 5500 completion and Audit Support for the plan’s year-end audit. The Compliance Advisor will provide regulatory support and guidance for TRS ECAT Associates and their associated Plan Sponsors. In this role, you will assist ECAT Associates with allocation and 3-year cycle testing general daily support, regulatory questions, and preparation for conversations with Plan Sponsors, legal counsel, and internal business partners surrounding regulatory requirements, results delivery and Compliance Consultant support. A small amount of production may be required.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Senior Compliance Advisor- Testing and Reporting

<h3>Service Model Design &amp; Transformation – Contingent Team Member</h3> Fidelity Wealth was established to bring us closer to our customers, tighten our focus on unique segments, and enable us to capitalize on new growth opportunities. The Wealth Distribution Service Model Design &amp; Transformation team’s role is to design, test, and implement solutions that deliver on our organization’s strategic initiatives and improve the client and associate experience. In this assignment, you will act as a member of a Design &amp; Transformation Team using scrum / agile, design thinking, process improvement methods to test solutions in the field. You will have the opportunity to drive outcomes that improve the associate and customer experience, go beyond your area of expertise, and build new skill sets while working in a challenging, fast-paced environment. <h3>The Expertise You Have</h3> <ul> <li>An understanding of financial services/wealth management industry preferred </li><li>Consulting, design thinking, transformation, and/or project management experience highly desired </li><li>Ability to gather, analyze, and synthesize data to generate insights and new solutions </li><li>Ability to design and create effective executive presentations including slide decks, infographics, and storytelling visuals </li><li>Creative thinker with strong execution capability </li><li>Ability to work as a member of a team, and to engage multiple stakeholders across a complex and highly matrixed organization, working across all levels of the organization, including senior leadership </li></ul> <h3>The Skills You Bring</h3> <ul> <li>Proven ability to collaborate in a fast-paced, complex business environment </li><li>Strong executive presence and effective communication skills </li><li>A passion and aptitude for gathering information and exploring possibilities </li><li>Experience working and interacting with individuals of all levels and disciplines </li><li>Organized, with a history of achieving goals </li><li>Strong data and analytical skills </li><li>You have a growth mindset, value learning from different perspectives, and have demonstrated the ability to break down barriers and assure team effectiveness </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Learning and incorporating Agile methodologies and events into daily work </li><li>Daily participation in Sprint activities, including; Customer/Associate based story building/sizing/completion, executing &amp; collecting experiment learnings, gathering input to inform go/no go decisions, retrospective reflection of how work is getting done </li><li>Defining outcomes with the Team Leader(s) and Team Members, one Sprint at a time </li><li>Building practical measurement plans to test and learn new solutions </li><li>Implementing solutions in the organization and facilitating change management </li><li>Regular engagement with our broader system of work to create understanding, generate new ideas and break down barriers to improving outcomes </li><li>Cross-training and supporting other Service Model Design &amp; Transformation Teams and Team Members as needed </li></ul> Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Fidelity TalentSource

Program Manager

Company Description Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Veolia has more than 10,000 employees working at more than 350 locations across North America. Job Description Position Purpose This position provides specialized transportation and disposal services to our clients. Responsibilities include manifesting, packaging, spill response, labeling, loading/unloading, coordinating transportation, and sampling/profiling material while adhering to state and federal environmental, health, and safety regulations. Primary Duties/responsibilities <ul><li>Sample waste streams according to prescribed policies and procedures.</li><li>Manifesting, packaging, spill clean-up response and remedial activities, labeling, loading, off loading, and coordinating transportation.</li><li>Maintain a professional image to clients by answering inquiries and suggesting solutions to existing/potential problems.</li><li>Comply and enforce all compliance, health, safety, and procedures in accordance with VES-TS policies.</li><li>Become familiar with all U. S. Department of Transportation (DOT)/Environmental Protection Agency (EPA) and VES-TS regulations required in submitting paperwork to expedite disposal of hazardous waste.</li><li>Operate and maintain all equipment in a professional manner to ensure optimum efficiency and effectiveness.</li><li>Other duties as assigned.</li></ul> Qualifications Education / Experience / Background: <ul><li>High School diploma or General Educational Development (GED) required</li><li>Bachelor's degree in Environmental or a related science discipline preferred</li></ul> Knowledge / Skills / Abilities <ul><li>Strong team player</li><li>Excellent interpersonal and communication skills</li><li>Time management: the ability to organize and manage multiple deadlines</li><li>Strong customer service orientation</li><li>Computer proficiency</li><li>Ability to follow through on assignments.</li></ul> Required Certification / Licenses / Training <ul><li>Valid Driver's License</li><li>Ability to obtain a Class A or B Commercial Driver's License (CDL) with Hazardous (H) endorsement within the first 6 months of employment. Onsite training provided</li></ul> Additional Information Benefits: Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental, vision, life insurance, savings accounts, tuition reimbursement, paid volunteering and more. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement. We are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

731 Jobs in North Richland Hills, TX, USA