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<h3>Job Description:</h3>The RoleDo you want to work for a fast paced, growing organization where people make the difference? Do you thrive on leading projects, operational efficiency and client service? Join us as a Sr. Business Analyst, Trust Operations, where you will work on a team supporting the Integrated Wealth Management clients.The Purpose of Your RoleThe Sr. Business Analyst’s primary role is to provide support of the critical initiatives outlined by the CE Trust Operations organization. Ability to perform a business analysis of the functions through diverse and complex projects, supporting multiple lines of business and products. Participates in tactical projects collaborating with internal business partners in Product, Operations, Implementation and Technology. Including external vendors and service providers that have an impact on both internal and external clients. Supports strategic projects as necessary.The Sr. Business Analyst will be responsible to provide analysis of the current processes and workflows to provide greater product applicability across multiple business units (IWMS, NF, and FFOS), with a focus to improve operational efficiencies within CE, specifically within the Trust Operations Group. The Sr. Business Analyst will participate in the design for new workflows in order to support the transition from the existing trust accounting system to the newly selected vendor. Required to track and report on issues related to the conversion of clients. In addition, the Sr Business Analyst will be required to become subject matter experts on the application, providing training to internal and external users.The Expertise We’re Looking For<ul><li>Bachelor’s Degree or equivalent experience preferred</li><li>5+ years of operations and/or service experience in the financial services industry</li><li>Knowledge of Trusts; specifically understanding of Principal and Income Accounting</li><li>Knowledge of Fidelity systems preferred</li><li>Strong familiarity with financial industry, with a good understanding of the Mutual Fund and Brokerage industry</li><li>Ability to lead projects and work independently with minimal direction</li></ul>The Skills You Bring<ul><li>Your knowledge of Bank/Trust Business</li><li>Your strong written, verbal and excellent interpersonal communication skills</li><li>Your ability to work in a fast-paced, team environment</li><li>Your ability with time management (multi-tasking) skills</li><li>Your ability to collaborate with internal business partners</li><li>Your ability to develop and monitor project plans, meet deliverables and manage escalations</li><li>Your creativity/forward-thinking</li><li>You have intermediate knowledge of Microsoft Office Applications</li></ul>The TeamThe Trust Operations team is primarily focused on supporting the integration between the FBSI Brokerage System and a Trust Accounting platform on behalf of our clients. Fidelity’s trust product offerings are complimentary offerings to attract and retain high net worth clients. The unique integration, and how both our internal and external clients use them, requires the Trust Operations team to interact with a variety of business partners in support of those products. Those partners include FCCS Product and Sales teams as well as Client Service and Implementation Support.How Your Work Impacts the OrganizationThe Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing &amp; Custody Solutions (FCCS), which includes banks and broker dealers in the clearing space and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.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.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost 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.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

Sr. Business Analyst, Trust Operations - IWMS Client Experience

<h3>Job Description:</h3>The Expertise You HaveEducational BackgroundBachelor’s or Master’s degree in Computer Science, Software Engineering, or a related fieldProfessional Experience<ul><li>7–10 years of experience developing scalable web and middle-tier applications</li><li>Proven track record of delivering software in Agile environments.</li><li>Experience in brokerage or financial services application development is a plus</li></ul>Technical Expertise<ul><li>Core Java (7–10 years of experience), Angular (modern versions), Spring Framework (including Spring Boot)</li><li>Modern UI frameworks: React, Angular, or Vue, RESTful services, JSON, XML, SOAP</li><li>Web services integration and design</li><li>Experience building cloud-enabled applications using 12-factor design principles</li><li>Proficient in Docker containerization</li><li>Hands-on experience with AWS cloud deployment and application management</li><li>Familiarity with CI/CD pipelines and automation tools</li><li>Strong experience with unit testing and test automation frameworks</li><li>Exposure to Test Driven Development (TDD)</li><li>Experience with tools such as JUnit, Cucumber, Selenium, Serenity, Playwright, Sealight</li><li>Working knowledge of design systems and scalable architecture patterns</li></ul>Soft Skills &amp; Mindset<ul><li>Passionate about business-driven development and delivering customer-centric solutions</li><li>Strong leadership, communication, and problem-solving skills</li><li>Collaborative mindset with the ability to work across remote and international teams</li><li>Obsessed with creating the best end-to-end customer experience</li><li>Takes ownership and accountability for outcomes and results</li></ul>The Skills You Bring<ul><li>Proficient in a wide range of development technologies:<ul><li>Languages &amp; Frameworks: Java/J2EE, JavaScript (Angular), Ruby, Spring</li><li>Testing &amp; Automation: JUnit, Cucumber, Selenium, Serenity</li><li>Web Technologies: RESTful APIs, Web Services, HTTP</li></ul></li></ul><ul><li>Experienced in test automation and building robust, maintainable, and testable software</li><li>Skilled in API services development and consumption using modern frameworks and open-source technologies</li><li>Advocates for business-driven development and delivering customer-centric solutions</li><li>Demonstrates a digital mindset with a focus on end-to-end customer experience</li><li>Strong attention to detail and a passion for solving complex problems</li><li>Proven leadership skills to mentor, guide, and motivate engineers within squads and product areas</li><li>Effective communicator with strong problem-solving abilities</li><li>Collaborative team player with a desire to work closely across product areas and with remote/international teams</li><li>Takes personal accountability for delivering high-quality outcomes</li><li>Experienced in Agile methodologies and sprint-based development</li><li>Ability to empathize with customers and understand the value delivered in each sprint</li><li>Owns issues and drives end-to-end solutions with a focus on continuous improvement</li><li>Aligns with business partners and leadership to evaluate current systems and guide future development</li><li>Continuously explores and prototypes new technologies to assess business value and feasibility</li><li>Capable of quickly learning and navigating large, complex software systems</li></ul>The Value You Deliver<ul><li>Rapid Software Delivery: Develop and deploy high-quality software in fast-paced, agile environments</li><li>Cross-Functional Collaboration: Partner with Architecture, Development, UX, and Product teams to design and implement new features</li><li>Continuous Improvement: Contribute to process enhancements and technical implementation strategies</li><li>Technology Leadership: Stay current with emerging technologies and frameworks to drive innovation</li><li>Mentorship &amp; Team Growth: Mentor junior engineers to improve team velocity and technical maturity</li><li>Strong Core Skills: Demonstrate excellent analytical, communication, and organizational abilities; effectively manage multiple tasks and priorities</li><li>Initiative &amp; Ownership: Take decisive action, show confidence in decision-making, and follow through to completion</li><li>Innovation in Development &amp; Testing: Collaborate on new technologies to solve Dev and testing challenges and improve automation processes</li></ul>The TeamFidelity is looking for a Principal Full Stack Engineer to join the Fidelity Institutional Wealth Management Services (IWMS) Technology Development Team in the Digital Account Management Product area. The Digital Account Management product area is part of the Wealthscape Platform and Technology organization. The team develops industry-leading end-to-end digital transaction experiences for Institutional clients.This candidate will be applying strong software development and test automation skills to design, develop, test, deploy, maintain, and improve customer-facing software solutions. You will also be enabling your Scrum team in accepting the development and automation frameworks and standard methodologies to ensure we are building the right product the right way.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost 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.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, Full Stack Engineer

<h3>Job Description:</h3><h3>The Role</h3>Do you want to make a difference in our customers’ lives and work with a highly collaborative, cross-functional team committed to improving the value of our service offerings across Fidelity’s Institutional Wealth Management Services? We are looking for a Principal Systems Analyst who will drive the end user experience with your technical competence, initiative, and brokerage knowledge to support our account management effort for Institutional Clearing and Custody Clients.The focus of this position will entail driving the technical analysis and support of our IWMS account management systems. You will be expected to support extensive gap analysis, research dataflows from user facing UIs through to backend systems and possess excellent written and oral communication skills. You will work closely with the Squad Lead and a team to craft, build, test, and deliver the features that make up IWMS Digital Account Management experiences.<h3>The Expertise You Have</h3><ul><li>Bachelor’s Degree or equivalent experience required; advanced degree or equivalent experience in Finance, Computer Science, Management Information Systems, or related field preferred</li><li>Extensive experience as a Systems Analyst or equivalent role, with a strong record of delivering enterprise-scale solutions</li><li>Deep brokerage industry knowledge, with expertise in account management, clearing, and custody operations</li><li>Proven ability to lead complex system analysis efforts, including end-to-end data flow mapping and integration design</li><li>Advanced proficiency in SQL and relational database querying</li><li>Strong experience with REST, SOAP, JSON, Splunk, and API ecosystems</li><li>Demonstrated ability to influence architectural decisions and align technical solutions with strategic business goals</li><li>Expertise in Agile methodologies and experience guiding cross-functional teams in a product-centric environment</li></ul><h3>The Skills You Bring</h3><ul><li>Strategic approach with the ability to connect technical analysis to business outcomes</li><li>Outstanding communication and collaborator engagement skills, with the ability to influence across all levels of the organization</li><li>Leadership in mentoring and guiding junior analysts and team members</li><li>Ability to drive clarity in complex or ambiguous problem spaces</li><li>Strong facilitation skills and experience leading discovery sessions and workshops</li><li>Passion for continuous improvement, innovation, and delivering high-quality, scalable solutions</li></ul><h3>The Team</h3>This Systems Analyst will be part of the IWMS Digital Account Management product area. The candidate will be a core member on a multi-functional Agile scrum team (squad), partnering with squad leads, business analysts, architects, technology leads, to ensure successful delivery of program objectives and alignment of the work to deliver the product roadmap.<h3>Company Overview</h3>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost 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.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 Systems Analyst

<h3>Job Description:</h3>The RoleAs a member of the Digital Product domain, you will provide sophisticated administrative support for the Digital Strategy &amp; Solutions leader and their teams. Additionally, supporting the Digital Product domain as needed. In this role, you frequently will be called upon to use your interpersonal skills as you support the leader’s daily initiatives and directly interact with business partners and the team at large. You will be asked to prioritize multiple tasks simultaneously and serve as the focal point of a multifaceted, fast-paced business environment.Your responsibilities include:<ul><li>Handle and prioritize complex executive calendars across Fidelity</li><li>Coordinate travel, process expense reports and invoices</li><li>Provide support in various administrative projects, assisting executives by taking ownership for complex details and execute independently</li><li>Act as the recognition coordinator for the Digital Product domain, DS&amp;S and Data Aggregation</li><li>Initiate resolution of sophisticated problems and inefficiencies</li><li>Maintain strict confidentiality and possess a detailed knowledge of the Executive’s span of control and company policies and procedures</li><li>Work with spreadsheets, databases, and word processing software packages to support executives by crafting quality presentations, reports and current data and information</li><li>Partner on agenda and presentation creation for leadership, all-hands and other key team meetings</li><li>Prepare and format critical documents</li><li>Support domain and chapter level offsites</li><li>Ordering equipment and assisting in onboarding of new team members</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree is strongly preferred, but not required</li><li>5+ years of senior executive admin experience</li><li>Broad understanding of company/functional policies and practices, financial industry background is highly preferred</li><li>Polished, professional maturity and previous corporate environment experience</li><li>Proven effectiveness in interactions and communications with senior level management</li><li>Advance administrative skills to provide daily executive support, while simultaneously working on administrative projects and other diverse tasks</li><li>Collaborates effectively in a high volume, fast-pace environment, balancing multiple priorities</li><li>Detail-oriented, proactive, and strong organizational skills</li><li>Self-starter with a sense of ownership who has the initiative to proactively identify and resolve issues and know when to seek clarification or assistance</li><li>Ability to exercise extreme sensitivity, discretion, and judgment as you will be tasked with assignments that are often confidential and sophisticated in nature</li><li>Flexible and willing to adapt to different work styles, preferences, and frequently changing priorities</li><li>Exceptional team player who develops strong working relationships with colleagues across the company and prioritizes team engagement and events</li><li>Willingness to learn and advance your skills</li><li>Excellent written and grammatical skills (i.e. for generating and editing memos and emails) and are proficient in MS Office (SharePoint, Office Teams, Microsoft Word, Excel, PowerPoint, and Outlook)</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe administrative staff at Fidelity plays a vital role in the company's success, and those individuals serving in these positions are recognized by their colleagues as key members of their group, department, or interpersonal team. You will work directly with, and provide support to, management at all levels of the company and frequently share best practices as well.The base salary range for this position is $60,000 - $92,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Administration

Senior Executive Assistant

<h3>Job Description:</h3>The RoleAs a Senior Manager, you will work in the Cash Management to support the FDIC Sweep Program’s timely and accurate Money Movement and reconciliation-related transaction processing while adhering to policy, procedures, and regulatory guidelines. Responsibilities include:<ul><li>Monitor daily FDIC sweep transaction processing</li><li>Identify, Review and respond to money movement and out-of-balance exceptions</li><li>Monitor and review the month-end reconciliation and billing processes</li><li>Review and document procedures for policies to ensure consistency, compliance, and efficiency.</li><li>Find opportunities to improve key efficiencies within to improve quality and scale our workflows and reduce processing costs</li><li>Develop daily KPI’s and analyze productivity metrics and daily operational reports to monitor performance trends</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelors' degree with 8 +years professional experience</li><li>3 + years of working in Payment Operations ( money movement such as Wires / ACH) or reconciliations with bank data.</li><li>Knowledge of electronic payments processing (ACH/Wires)</li><li>Business Analysis experience or experience making decisions based on data</li><li>You deliver with strong written, verbal and interpersonal communication skills</li><li>Highly flexible and adaptable to fast paced environment, willing to assist in other areas as needed</li><li>Work independently and collaborate with associates</li><li>Time management (multi-tasking)</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Cash solutions domain offers products and capabilities to help customers manage their cash and meet payments, saving and lending needs. Offerings include: Cash Management (Cash Management Accounts, Direct Deposit, Cash Manager, Cash Sweeps), Payment Capabilities (Bill Pay, Direct Debit, Check Writing), Savings (529, HSA, ABLE And Custodial Accounts), Lending (Line Of Credit, Mortgage Referral), Debit Cards and Credit Cards.Within the Cash Solutions Domian, the FDIC Sweep Program is a highly visible service offered to Fidelity’s top cash management clients and generates significant revenue for Fidelity. The Team consists of highly skilled and knowledgeable members across the organization that deliver at the highest levels of the organization.This role will report to the VP of Vendor Management &amp; Operations for Cash Solutions<h3>Certifications:</h3><h3>Category:</h3>OperationsMost 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.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 Manager,  FDIC Sweep Program

<h3>Job Description:</h3>The RoleAs a Senior Business Analyst at Fidelity Workplace Consulting, your role will be embedded in the Fidelity Workplace Investing Agile Model. You will assess business needs, outline detailed analyses, compose user stories with explicit descriptions and acceptance criteria, establish business acceptance testing plans and strategies, and offer solutions for medium to high complexity business needs.Collaborate with a diverse team of team members within Fidelity’s Workplace Consulting Unit’s Digital Solutions Technology teams to reach business goals.The Expertise and Skills You BringBusiness Analysis &amp; Agile Experience<ul><li>5+ years of experience in business analysis techniques including benchmarking, business rules analysis, risk analysis, user personas, UAT, and product documentation.</li><li>Experience supporting product development teams handling interconnected products.</li><li>Experience contributing to the development of multiple products simultaneously, including managing overlapping priorities, coordinating with multi-functional teams, and ensuring consistent delivery of business requirements across diverse initiatives.</li><li>Strong analytical and problem-solving abilities to capture/document requirements and identify improvement opportunities.</li><li>Agile approach with background in tools like Jira, Confluence, and Miro or comparable experience.</li></ul>Technical &amp; Data Skills<ul><li>SQL Proficiency: Proficient in crafting and implementing SQL queries for analyzing data and developing test scenarios.</li><li>API Testing: Familiarity with tools like Postman, Bruno, Insomnia; understanding of how to call APIs, analyze responses, and review Swagger documentation.</li><li>Collaborating with developers to draft and improve technical narratives and criteria for approval.</li></ul>Documentation &amp; UX Tools<ul><li>Highly organized and experienced in crafting documentation for SaaS products and web applications.</li><li>Proficient in Confluence for structured documentation.</li><li>Skilled in employing Figma or comparable tools to assess UI/UX creations.</li><li>Proficient with Miro or equivalent experience for UX and project management diagramming.</li><li>Experience with UML and diagramming tools such as Draw.io, or Visio for process flows and architecture diagrams.</li></ul>Communication &amp; Leadership<ul><li>Tenacious information gatherer with a desire to understand all aspects of a project/product.</li><li>Confident in facilitating discussions with various collaborators and posing important inquiries to reveal uncertainties.</li><li>Able to clearly explain complex requirements to both technical and non-technical audiences.</li><li>Serves as a conduit between business and development teams, translating requirements and facilitating communication.</li></ul>Additional Qualifications<ul><li>Familiarity with Content Management Systems (CMS).</li><li>Preferred candidate has a Bachelor’s degree or equivalent experience; CBAP certification is a plus.</li></ul>The Value You DeliverYou bring a unique blend of resilience, initiative, and strategic 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.<ul><li>Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.</li><li>Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at juggling multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek learning opportunities to grow both personally and professionally.</li><li>Comfortable with Ambiguity: Excel in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.</li></ul>The TeamThe 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>.The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Senior Business Analyst - Digital Solutions

<h3>Job Description:</h3>Job DescriptionThe Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 40-50 client relationships that may range $10 – 20M+ in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.ASSOCIATE MAY BE LOCATED IN TX, RI, NH, PA, NJ AND NYC<h3>The Role</h3>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~25% of travel.<h3>The Expertise You Have</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><h3>The Skills You Bring</h3><ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>You have experience working with Financial Advisors.</li></ul><h3>The Value You Deliver</h3><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li> Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s 'trusted advisor' in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Building and developing strong working relationships internally.</li></ul><h3>The Team</h3>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>Job Description:Job Title: Fidelity Global Security Operations Center (GSOC) - SpecialistThe RoleAs a GSOC Specialist, you will play a vital role in ensuring the safety and security of our company premises, employees, and stakeholders. You will be responsible for dispatching and coordinating responses to various emergencies, analyzing intelligence to mitigate global threats, and supporting our travel security program. Your ability to communicate effectively, manage multiple tasks, and work in a flexible scheduling environment will be crucial to your success in this role.Coordinate and dispatch responses to incidents occurring on company premises or at corporate events, utilizing appropriate communication methods. This includes managing responses to medical emergencies, burglaries, fires, and duress alarms. Operators may also need to liaise with law enforcement, fire departments, or other public safety organizations during emergencies at or near company property.Evaluate, analyze, and escalate open-source and subscription-based intelligence to mitigate and report global threats to company property, employees, and stakeholders.Accurately document, thoroughly assess, and promptly escalate instances of potential threats in the workplace. This involves maintaining detailed records of observed or reported threats, evaluating their severity and potential impact, and ensuring timely communication to relevant security partners for appropriate action. The objective is to enhance workplace safety by proactively addressing and mitigating risks.Provide comprehensive support to the travel security program by actively monitoring associate travel and ensuring preparedness to account for them during events of concern or elevated risk. This includes tracking travel itineraries, assessing potential threats related to travel destinations, and maintaining real-time communication with associates. In the event of heightened risk or emergencies, the GSOC Specialist will coordinate with relevant security teams to ensure the safety and well-being of traveling associates, providing timely updates and necessary assistance.Report any unusual or abnormal conditions to the company's security personnel, management, employees, suppliers, and facilities organization. This involves promptly identifying and documenting irregularities, ensuring clear and effective communication with all relevant parties to address and resolve potential issues swiftly.Collaborate closely with internal security, facilities &amp; real estate, enterprise resiliency, and business continuity teams during incidents or events that impact business operations. This involves coordinating efforts to ensure a unified response, sharing critical information, and leveraging each team's expertise to effectively manage and mitigate the impact of such incidents. The GSOC Specialist will play a key role in facilitating communication, supporting recovery efforts, and ensuring that all necessary measures are taken to protect company assets and maintain operational continuity.Receive, evaluate, and disseminate incoming information and reports from company security personnel, field security officers, employees, suppliers, reporting parties, and local agencies. This involves systematically assessing the relevance and accuracy of the information, ensuring it is communicated effectively to appropriate stakeholders, and facilitating timely and informed decision-making processes.Create detailed, fact-based incident reports for distribution to various Fidelity stakeholders. This involves gathering accurate and comprehensive information about incidents, analyzing the data to ensure clarity and relevance, and compiling it into concise reports. These reports must effectively communicate the key facts and findings. The GSOC Specialist will ensure that all reports are meticulously documented and distributed promptly to maintain transparency and support the company's security objectives.Facilitate the coordination of service requests for after-hours access to Fidelity offices. This involves managing and processing requests efficiently, ensuring that all necessary approvals are obtained, and communicating with relevant personnel to provide seamless access outside of regular business hours.The Expertise and Skills You Bring·1+ year of full-time professional experience, preferably in an operations, customer service, or control center setting.· Bachelor’s Degree preferred.· Computer proficiency with Microsoft Office suite of products.· Demonstrated proficiency in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology.· Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays).· Experience collecting, analyzing, and disseminating open source or subscription-based intelligence is preferred.· Providing excellent customer service in a high call volume setting. · Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision· Must be able to communicate effectively with all levels of the organization.The TeamJoin our team and contribute to maintaining a secure and resilient environment at Fidelity. This position is based in Smithfield, RI or Merrimack, NH and offers an exciting opportunity to work with internal security, facilities, and business continuity teams during business-impacting incidents. Ready to make a difference? Apply now and become a key player in our security operations!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.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.Salary Grade:3<h3>Certifications:</h3><h3>Category:</h3>SecurityMost 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.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.

GSOC Specialist

<h3>Job Description:</h3>Lead Retirement Administrator, Center of Excellence – Back Office Administration TeamThe RoleYou will be responsible for first-signing/processing pension, retirement, and post-retirement health &amp; welfare transactions. Other key responsibilities for this position include performing pension benefit calculations, working with data, creating forms &amp; letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. 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! This role is responsible for:<ul><li>Providing pension administration services for a designated group of clients</li><li>Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work</li><li>Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates</li><li>Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice</li><li>Assisting with client documentation and procedures updates</li><li>Leading participant and client request workflows, including researching and resolving complex or critical customer issues</li><li>Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions</li><li>Providing support for project related tasks</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent work experience</li><li>Interest in Defined Benefits administration and Defined Benefits systems</li><li>Strong mathematical, analytical, and intuitive skills – including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD’s, and other documentation</li><li>Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards</li><li>Strong interpersonal skills and attention to detail</li><li>High integrity and discretion to ensure the confidentiality of private client and participant data</li><li>Strong written and verbal communication skills</li><li>Strong PC software skills (i.e. – Excel, Outlook, Word, and Access)</li><li>Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension, retirement, and post-retirement health and welfare transactions.</li><li>This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You BringYou bring a unique blend of resilience, initiative, and strategic 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.<ul><li>Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.</li><li>Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at juggling multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.</li><li>Comfortable with Ambiguity: Excel in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.</li><li>Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.</li></ul>The TeamThis role will reside within Workplace Consulting’s Center of Excellence (COE) organization on the Back Office Administration Team. 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>The base salary range for this position is $55,000-105,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Lead Retirement Administrator, Fidelity Workplace Consulting

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this role.As the VP Lifetime Engagement (LTE), Crossover Team Lead, you will possess deep knowledge and insights of the Crossover customer, own the vision for their future end to end experience, and be accountable for defining and executing against the roadmap that progresses us towards that vision. You will prioritize and champion the most impactful opportunities to convert WI participants to Retail customers, and to delight them throughout their experiences as they become and as they engage with Fidelity as Crossover customers.To do this, you and your team will bring a data-driven and action-oriented approach as you partner both within the LTE product area with LTE Strategy and Delivery teams, as well as across the organization. Your partnerships will cross business units, including workplace and retail, as well as functions including product, marketing, technology, research &amp; analytics, digital &amp; live channel distribution, etc. You will help accelerate existing and drive new initiatives to realize the vision, expertly managing a balanced portfolio of near- and long-term opportunities, and monitoring and measuring results. For our highly valued Crossover customers, opportunities exist across the customer journey: to improve workplace customer awareness of our retail offerings, to remove friction from the crossover customer experience, and to enable us to engage crossover customers based on an appreciation of their full relationship with Fidelity. As the Crossover Team Lead, you and your team will ensure we take a thoughtful and deliberate approach to make continuous progress against these opportunities. <h3>The Value You Deliver</h3><ul><li>Proactively identify new customer opportunities and build business cases to discern commercial viability.</li><li>Partner with Strategy, Delivery and other leaders to influence and prioritize execution plans across multiple stakeholders within Workplace, Wealth and Brokerage. </li><li>Set priority, sequencing and phasing including go-to-market strategy via your product roadmap. </li><li>Evaluate and optimize value based on overall Product Area vision and priorities through continuous refinement, ruthless prioritization, as well as focus on KPIs and business impact.</li><li>Demonstrate consulting capability to work closely across business units and leaders to effectively shape priorities and accelerate programmatic execution.</li><li>Manage talent lifecycle of team including hiring, coaching, developing and performance management practices.</li></ul><h3>The Expertise You Have​</h3><ul><li>Bachelor’s Degree required​</li><li>10+ years of experience with product strategy and development and working with key stakeholders enabling product development and delivery </li><li>5+ years successfully leading and developing teams with diverse capabilities and experience</li></ul><h3>The Skills You Bring</h3><ul><li>Data-driven approach to understanding customer needs and insights, developing a strategy, and translating strategic objectives into action.</li><li>Strong customer focus and experience designing, developing and maintaining dynamic customer experiences.</li><li>Proven experience engaging and influencing multiple stakeholders across products/platforms with competing priorities and key dependencies.</li><li>Strong analytical and judgement skills to determine the direction and achievement of goals; keeping key stakeholders informed on progress.</li><li>Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management.</li><li>Knowledge of Fidelity operations and customer facing channels in PI and WI strongly preferred.</li><li>Digital to live channel integration experience preferred.</li><li>Supports aligned teams as they create value delivered through prioritization, creativity, innovation, collaboration, and decision making.</li><li>Proven track record of developing and coaching talent.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

138 Jobs in North Smithfield, RI, USA