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Operation Associate The Stock Plan Services Brokerage Operations role requires an ability to coordinate brokerage specific transactions based on external Plan Sponsor requests. We deliver a world class customer experience. Some of these transactions may involve interpreting instructions from the client. The Representative must be able to understand service level agreements and make decisions to maintain client expectations. The Expertise We’re Looking For <ul> <li>Bachelor degree or equivalent work experience</li> <li>In-depth brokerage systems knowledge understanding of FBSI, FBSI Plan Administration, XTRAC, Brokerage Statement Viewer, TAS (Tax accounting System), Integrated Cashiering Platform systems and also Microsoft Excel.</li> <li>Knowledge of the Stock Plan Services organization and business model.</li> <li>Series 7 permitted, additional Certified Equity Professional level 1 not required but encouraged with in first year of role.</li> </ul> The Purpose of Your Role You work in a team based role where you will be responsible for daily execution of plan specific updates either based on a work flow management tool coming directly from our external Plan Sponsors, or our Internal Client Service Managers who are in charge of the overall client relationship. You have to be able to balance client needs, with Participant experience, and understand the impact updates you make will have on the end participant’s equity compensation balances, which can be quite large. There will be daily deadlines due to market sensitivity of all the work we are asked to complete. The Skills You Bring <ul> <li>Bachelor’s degree or equivalent work experience.</li> <li>Financial services background strongly preferred.</li> <li>You have effective organization and time-management skills</li> <li>You have a keen attention for detail with a strong analytical ability</li> <li>Your ability to detect high-risk situations or problems and use your skills and available resources to react appropriately</li> <li>Your strong verbal and written interpersonal skills</li> <li>Your committed work ethic</li> <li>Your able to be flexible and adapt to new situations and structures</li> </ul> The Value You Deliver <ul> <li>Providing outstanding service to new and existing Fidelity customers, you will process all requests with a focus on timely completion and perfect execution.</li> <li>Initiating problem resolution procedures for items not in good order, including sending written correspondence directly to the client or internal business partner working with the client.</li> <li>Participating in projects and initiatives to improve existing workflows, quality, and efficiency.</li> <li>Recommending methods to ensure consistency and streamline procedures.</li> <li>Interacting with inter-departmental colleagues and external customers via both email and phone when appropriate.</li> <li>Building an understanding of Fidelity's organizational structure to identify solutions that work in the best interest of the client, following proper channels to seek exceptions, when appropriate.</li> </ul> How Your Work Impacts the Organization Stock Plan Services may be the truest example of business unit as it crosses a Work Place Investing plan sponsor equity outsourcing relationship with a Personal Investing participant full service brokerage account. It is one of the top Big Plays at Fidelity with a very aggressive 5 year business model targeted at growth Globally including our first international call center in Germany. We combine Plan Sponsor revenue on the Workplace Investing side in the forms of contractual record keeping fees and financial reporting services, with Personal Investing revenues coming directly from the plan participant’s brokerage transactions, (IE commissions, and interest from FCASH balances). Dynamic Working 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 all business days of every other week in a Fidelity office. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on 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 championing 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. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Fidelity TalentSource

Operations Associate (Part Time)

<h3>Job Description:</h3>The Role Fidelity’s Risk and Control (FRC) team is seeking a seasoned fraud risk professional to support the development and execution of fraud risk policies and standards across the enterprise. As a Senior Manager, you will play a key role in shaping and maintaining a program that aligns with industry best practices, regulatory expectations, and Fidelity’s business objectives. This role is highly collaborative, working across multiple business units including Fraud Detection, Recovery, Investigations, Legal, Compliance, Cybersecurity, and other risk and control functions. As the Senior Manager of Fraud Policies and Standards, you will be responsible for: <ul><li>Contribute to the design and implementation of the enterprise Fraud Prevention Program. </li></ul><ul><li>Support the development and refinement of fraud-related policies, standards, and business requirements. </li></ul><ul><li>Partner with business units to ensure alignment with fraud risk controls and regulatory obligations. </li></ul><ul><li>Assist in communicating program goals and updates to stakeholders across the firm. </li></ul><ul><li>Collaborate with cross-functional teams to identify opportunities for program improvement and risk mitigation. </li></ul><ul><li>Help maintain a framework that promotes transparency, structured decision-making, and proactive fraud risk management. </li></ul>The Expertise You Bring <ul><li>Strong communication and collaboration skills, with the ability to influence and build relationships across teams. </li></ul><ul><li>Solid understanding of fraud risk management principles and their application in a financial services environment. </li></ul><ul><li>Ability to analyze and manage information to support risk-based decision-making. </li></ul><ul><li>Proven interpersonal skills to work effectively with diverse stakeholders. </li></ul><ul><li>Demonstrated ability to lead initiatives and contribute to strategic discussions within the fraud risk domain. </li></ul>The Skills You Bring <ul><li>Bachelor’s degree or equivalent experience. </li></ul><ul><li>Experience in fraud risk management or related fields. </li></ul><ul><li>Experience supporting governance, policy development, or risk assessment programs. </li></ul><ul><li>Familiarity with cyber fraud, technology risk, and privacy considerations. </li></ul><ul><li>Strong analytical and problem-solving capabilities. </li></ul><ul><li>Ability to manage multiple priorities in a dynamic environment. </li></ul><ul><li>Aptitude for identifying fraud trends and recommending preventive measures. </li></ul><ul><li>Experience contributing to the development of tools and processes for proactive risk identification. </li></ul><ul><li>Excellent stakeholder management and project coordination skills. </li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment 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.

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