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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Rollover Retention / Select Services Senior Manager is responsible for the daily operations of two unique teams across multiple Fidelity sites (<strong>Smithfield &amp; Westlake</strong>) and leading 10 – 14 associates responsible for delivering world class service to <strong>top-tier advisor clients with assets &gt; $20 million</strong>, 401k participants and 401k Plan Advisors. Your Teams will be bound to quality and productivity goals, as well as expected to meet and exceed asset retention targets for retaining customers and their 401k assets for Fidelity and our advisor clients.</p><p><strong>The Purpose of Your Role</strong></p><p>You are an influencer who consistently makes a positive impact. You are passionate about coaching, managing, and leading associates to work collectively towards common goals. You’re a motivator, energized by a dynamic relationship management environment. You can coach to key behaviors that help drive business results and empower others to embrace feedback and cultivate an environment focused on asset retention. You inspire others to create the best customer experience possible. In addition to leading your team, you’ll take a leadership role in a dynamic organization, partnering with your peer managers to build a positive and engaging site culture and associate experience. You will partner with leaders in <strong>WI and FI Sales at all levels</strong> to plan, build and execute <strong>rollover strategies and top tier client servicing</strong> support.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Bachelor’s degree or equivalent experience</li><li>Previous leadership/management experience</li><li>Prior experience managing a book of business or leading others who manage one</li><li><strong>Series 7 and 63 required</strong></li><li><strong>Series 24 or 26 required</strong> or needs to be obtained within the first 90 days of hire</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Sound risk mitigation and decision-making skills while ensuring compliance to firm, industry and legal standards acting as a FINRA-registered Supervisory Principal</li><li>Ability to multitask and maintain strong time management skills as you operate two separate computers across two domains to support two unique teams</li><li>Demonstrate ability to obtain extensive knowledge and experience of both FI OSG Client Services and Workplace Investing’s operational processes and systems</li><li>Proven ability to deliver results and present conclusions, trends, and initiatives to peers and Senior Team</li><li>Ability to provide effective mentoring, feedback, and oversight of individual performance to ensure an outstanding client experience</li><li>Highly motivated, learns quickly and performs well under pressure in a fast-paced operations and sales-like environment</li><li>Intellectual curiosity and commitment to continuous learning and personal development</li><li>Thrive in a team environment and demonstrates a willingness to adapt and be flexible</li><li>Successful execution of an effective recruiting, hiring, training and onboarding program</li></ul><h3><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></h3><p><strong>Primary Responsibilities</strong></p><ul><li>Provide management for day-to-day operations for two unique Teams: The Rollover Retention Team who produces revenue for Fidelity by facilitating WI assets and assets outside of Fidelity into Fidelity Advisor products and the Select Services Team which manages a roughly <strong>$10 billion book of business of our top tier advisor clients </strong></li><li>Coach and motivate the team to meet and exceed asset retention targets though effective utilization of inbound and outbound phone time</li><li>Support and assist associates with overseeing a large regional territory and monitoring territory management performance</li><li>Drive asset retention results and market share by executing and delivering on FI strategic initiatives and aligning team and individual execution with these initiatives.</li><li>Lead team to success by identifying opportunities for improvement related to technology, broker-dealer relationships, and territory management efficiency</li><li>Effectively build and manage relationships <strong>with FI Sales/Sales Senior Management/Relationship Management to strategize on approaches and campaigns to increase overall sales and optimize rollover opportunities</strong></li><li>Monitor two email mailboxes used for inbound and outbound correspondence with customers</li><li>Conduct two separate <strong>monthly audits to document adherence to all Legal and Compliance protocols outlined by the SEC and FINRA</strong></li><li>Maintain monthly Central Compliance File by documenting adherence to all Supervisory procedures</li><li>Lead annual Deminimis event for mass account transmission across business unit Transfer Agents</li><li>Identify and influence internal WI partners (Money In/Out, 401k Service, Implementation, Managing Directors) to obtain resolution to complex issues</li><li>Point-of-contact for back offices of partner firms to consult on rollover related policies, procedures, and compliance</li><li>Liaison to internal Technology for CRM and Bot changes and initiatives related to Rollover and Select Services</li><li>Act as a resource for the Teams and other departments by answering technical questions, resolving problems, and providing alternate solutions for high net worth and at-risk clients</li><li>Remove obstacles that may interfere with the efficiency of the team and identify process improvement opportunities</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Brokerage Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Senior Manager, Client Services

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a key member of the Corporate Services Finance team, the Senior Financial Analyst supports the Risk, Vendor Management, Global Security, and Finance business units. This is a dynamic and challenging role that requires the ability to multi-task in a fast-paced, sophisticated, and ever-evolving environment. In this role, you will provide financial support and strategic advice to business partners, analyze and interpret spend across the P&amp;L, build capacity plans and models for business areas with volume growth and new products, deliver activity based-costing frameworks and reporting, and lead the annual forecasting and budgeting processes. You will also be responsible for creating and maintaining unit cost metrics and key performance indicators (KPIs), driving month-end close activities and variance commentary, making recommendations on invoice accruals, and delivering recurring financial reviews to leadership. </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree in Business, Accounting, Finance, or Economics</li><li>2–4 years of relevant work experience in financial analysis or a related field.</li><li>Strong analytical, conceptual thinking, and problem-solving capabilities.</li><li>Excellent interpersonal and communication skills, with the ability to influence across all levels of the organization.</li><li>Proficiency in Excel and PowerPoint; experience with Power BI and Anaplan is highly encouraged.</li><li>Advanced analytical and data modeling skills.</li><li>Ability to synthesize complex issues and communicate findings clearly and concisely.</li><li>Quick learner with the ability to thrive under pressure in a fast-paced environment.</li><li>Confidence and maturity to work independently and cross-functionally.</li><li>Flexibility and resourcefulness to manage multiple priorities in a deadline-driven setting.</li><li>Comfort with ambiguity and a proactive approach to problem-solving.</li></ul><p><strong>The Team</strong><br>Our mission as a finance function is to drive exceptional business performance and enhance the long-term value of the firm. The Corporate Services Finance team oversees over $1.3 billion in expenses, delivering insightful, action-oriented financial analysis to support effective decision-making. At Fidelity, we embrace Dynamic Working, a hybrid approach that balances personal flexibility with business needs. <strong>Most associates are expected to work onsite at a Fidelity location for at two full business week every four weeks.</strong> This requirement is subject to change.</p><h3>Certifications:</h3><h3>Category:</h3>Finance<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Financial Analyst

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Rancho Bernardo, CA

<h3>Job Description:</h3><p><strong>The Department</strong></p><p>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.</p><p><strong>The Team</strong></p><p><strong>Private Markets Research</strong></p><p>SAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection.</p><p><strong>The Position</strong></p><p>In this role, you will work under the guidance of senior team members and the Private Credit Portfolio Manager to perform investment manager and market research. As an initial core member of the Private Credit Research team, you will support the sourcing, due diligence, monitoring, investor reporting, and execution of private credit investments. This role will have an initial focus on Direct Lending, with exposure to various private credit investment strategies and geographies over time.</p><p><strong>Qualifications</strong></p><ul><li><p>Bachelor’s degree required; CFA or progress toward CFA a plus</p></li><li><p>3+ years of relevant investment experience; performing private credit manager due diligence preferred, co-investment diligence experience a plus</p></li><li><p>Solid understanding of private credit market fundamentals, credit principles, and capital structures</p></li><li><p>Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills</p></li><li><p>Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail</p></li><li><p>Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner</p></li><li><p>Ability to work collaboratively in a team environment</p></li><li><p>Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tools</p></li></ul><p><strong>Location</strong></p><p>Boston, Massachusetts</p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Private Credit Associate, Strategic Advisers

<h3>Job Description:</h3><p>The Role</p><p>In this role you will be responsible for assessing and documenting the requirements for alternative investment products operational ecosystem, including hedge funds and liquid alternatives products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical alternatives subject matter expertise and context to accelerate product roadmap and target state operating model. </p><p>This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.</p><p>The Expertise and Skills You Bring</p><ul><li>Advanced knowledge of broad and deep operations of liquid alternatives products and hedge funds including derivative instruments and requirements related to portfolio transactions for pooled investment funds.</li><li>In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds.</li><li>Research skills including the ability to gather information about a topic, review that information and analyze and interpret the details in a way to support a solution.</li><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. </li><li>Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.</li><li>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred.</li><li>12+ years’ experience preferred including digital asset products servicing with an asset manager, audit firm or custodian.</li><li>Bachelor’s Degree or equivalent experience. CAIA and /or CFA is a plus.</li></ul><p>The Team</p><p>The Vice President, FFIO Global Product Solutions will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. </p>The base salary range for this position is - per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations

Vice President, Liquid Alts/Hedge Product Manager

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Annapolis, MD

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Ashburn, VA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Asset Management Risk team is responsible for risk management of the Asset Management business. AM Risk is responsible for proactively identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.</p><p>The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:</p><ul><li>Reporting on significant and emerging risks to assist management in improving their controls and processes</li><li>Program management of risk programs like Sarbanes Oxley Certifications, Records management, Risk Assessment tracking</li><li>Analyze data and controls to identify and measure risks</li><li>Use data visualization tools to develop risk management reporting</li><li>Assist in collecting, cleaning, and analyzing data from various sources to identify trends and patterns</li><li>Create visualizations and reports to present findings to stakeholders</li><li>Collaborate with cross-functional teams to understand their data needs and provide actionable insights</li><li>Help maintain and improve data quality and integrity</li><li>Participate in team meetings and contribute to data strategy discussions</li></ul><p><strong>The Expertise You Bring</strong></p><ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>3-5 years of Risk Management experience or relevant program management experience</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Knowledge of financial markets and products</li><li>Excellent interpersonal, verbal and written communication skills</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul><p><strong>The Team</strong></p><p>Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. </p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Risk Manager, Asset Management Operations

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Marin, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking a Marketing Associate to join the marketing team of Saifr, a startup within Fidelity Labs focusing on creating AI agents for compliance. This cross-functional role will be responsible for supporting the strategy and management of multi-channel campaigns that produce leads and sales pipeline, as well as providing content marketing and website management support.</p><p>This is a phenomenal opportunity to hone skills in demand generation while gaining exposure to the different facets of marketing, including marketing automation, content creation, and performance reporting.</p><p>An ideal candidate has a growth mindset, customer-first focus, and ability to flex in a fast-paced, highly collaborative startup environment.</p><p>Demand Generation</p><ul><li>Support Account-Based Marketing (ABM) program (develop content strategy, write emails, edit ads) that provides customized, high-touch experience to top target accounts</li><li>Support email marketing with drafting and execution to cultivate prospective customers through the buyer journey</li><li>Support lead-generating webinar program by contributing to strategy, planning, and execution</li><li>Manage company social media account(s), including social posts, interactions, reporting/analytics, and build strategy/optimize for growth, to engage prospects</li></ul><p>Operations and Website Management</p><ul><li>Manage website and update pages with new or refreshed content to lengthen visitor time-on-page</li><li>Evolve website strategy and user journey as product offerings expand and brand positioning changes</li><li>Implement SEO standard methodologies across entire website (keyword integration, image alt text, page loading time, linking) to bolster search strategy</li><li>Report on traffic, engagement, lead generation, and more, to support data-driven decision-making</li><li>Support marketing operations, including event list uploads, CRM hygiene, automation flows and processes, and reporting, and vendor management</li></ul><p>Content</p><ul><li>Serve as proofreader for all marketing content and edit collateral (blogs, ebooks, white papers, press releases, emails, etc.) for grammar, clarity, brand consistency, etc.</li><li>Support short form, thought-leadership content creation, as needed</li></ul><p>Public Relations</p><ul><li>Draft press releases that garner earned media coverage or equivalent experience</li><li>Research and apply for industry awards that build brand awareness and credibility</li></ul><p>Sales &amp; Partner Enablement</p><ul><li>Develop and maintain presentations, product data sheets, and other collateral to support sales and partner engagements with prospective customers</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree or equivalent experience plus 1 – 3 years of work experience.</li><li>Strong written and verbal communication skills</li><li>Basic understanding of digital marketing principles (SEO, email marketing, social media)</li><li>Experience using marketing automation tools (e.g. HubSpot, Marketo) preferred</li><li>Ability to analyze data and generate basic marketing performance reports</li><li>Some experience with content creation (e.g. social posts, blogs) preferred</li><li>Ability to work collaboratively in a cross-functional and fast-paced startup environment</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>This opportunity is brought to you by Fidelity Labs, Fidelity Investments’ in-house software incubator and digital studio. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. The Fidelity Labs organization has a portfolio of new businesses and is constantly prototyping concepts for Fidelity’s next new ventures. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.</p><h3>Certifications:</h3><h3>Category:</h3>Marketing<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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