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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Chief Fiduciary Officer (CFO) is responsible for providing subject matter expertise on regulatory and fiduciary matters, trust administration and estate planning concepts to the Fidelity Personal Trust Company, FSB (FPTC) Board of Directors and its subcommittees and FPTC personnel across multiple business lines, including personal trust accounts, stock plan services, health savings accounts and directed trustee/paying agent accounts for retirement plans. The CFO leads a team of fiduciary officers and risk and compliance associates to ensure compliance with applicable laws, regulations and internal policies and procedures.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>J.D. required</li><li>Minimum of 15+ years of trust administration, risk and/or wealth planning experience with a trust bank or in the financial services industry</li><li>Minimum of 5 years in a leadership capacity</li><li>Experience with various types of trusts and estate planning documents, income and principal accounting, personal and trust income taxation, estate tax, charitable trusts, gift tax, GST tax, investments, trust and estate law, retirement plans, and the laws and regulations that govern</li><li>Ability to think analytically and strategically and relay complex situations clearly and effectively</li><li>Strong written, verbal, and interpersonal communication skills</li><li>Ability to work independently, juggle multiple tasks, and prioritize work to maintain both accuracy and efficiency</li><li>Strong legal research and drafting background, collaboration skills, and ability to function as a team player</li><li>Experience with presenting group trainings and/or acting as a coach/mentor</li><li>Strong ability to recognize risk across processes and identify downstream implications of change</li><li>Collaborate and consult with Senior management, advisors, attorneys, and tax professionals</li><li>Exceptional work ethic, integrity, team spirit and judgment</li><li>Experience engaging with audit and government regulators to facilitate examination of the bank</li><li>Strong background in compliance, risk management and risk mitigation</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>Fidelity Personal Trust Company, FSB (FPTC) is a federally chartered trust company that offers personal trust services to Fidelity’s high net worth customers in every state. As a subject matter expert, the CFO provides fiduciary guidance and risk oversight to ensure proper administration of FPTC’s trust business and evaluates and manages risk of FPTC’s other business lines. The CFO also is responsible for overseeing and implementing FPTC’s policies and procedures and self-testing program.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</p>

Fidelity Investments

VP,  Chief Fiduciary Officer

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As an<strong>ETF &amp; Alternative Asset Analyst Team Lead </strong>within the ETF Operations team, you will be involved in all aspects of operations performed by the team. In conjunction with building and maintaining AP relationships, the focus on this team will include trade confirmation, instruction, settlements and use of collateral. This will be a collaborative role with the rest of trade operations and the ETF services organization in Fidelity's Fund and Investment Operations (FFIO).</p><ul><li>Handle AP inquiries related to creation/redemption activity</li><li>Provide expertise in ETF product development and implementation</li><li>Provide training as subject matter expert (SME)</li><li>Provide ETF subject matter expertise and knowledge to support development of Fidelity’s ETF capabilities</li><li>Create / update operational processes and procedures for new products</li><li>Works to recommend changes to systems, processes, responsibilities, etc.</li><li>Participate in testing of new technology prior to roll out into production and reports results to peers and managers</li><li>Escalates operational incidents to senior management</li><li>Maintains relationships with business partners and expectations of service levels</li></ul><p><strong>The Expertise &amp; Skills You Bring </strong></p><ul><li>Bachelor's degree or equivalent with 3-5 years of experience in an ETF operations environment</li><li>ETF servicing experience including basket processing, collateral management, settlements, fails resolution, and AP/order management.</li><li>Strong understanding of the ETF industry with an ability to adapt to and support regulatory changes.</li><li>Outstanding analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the ability to both take the lead and contribute to daily deliverables for the team are required.</li><li>Strong communication skills with the ability to deliver cogent, insightful updates to all levels of operations leadership.</li><li>Familiarity with digital assets and digital asset servicing.</li><li>Demonstrated experience in workflow, process, and procedure development.</li><li>Understanding of ETF middle office functions including: trade enrichment, trade instructions, settlements, fails resolution, and ability to articulate and escalate issues in a proactive and actionable fashion. </li><li><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p></li></ul><p><strong>The Team </strong></p><p>The ETF Operations Team is part of the Global Middle Office division within FFIO’s business unit. The Global Middle Office division provides full middle office operational support to Fidelity Retail and Institutional products. The ETF Operations team provides end-to-end trade operational support for Fidelity’s ETF funds within FFIO.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</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>

ETF & Alternative Asset Analyst Team Lead

<h3>Job Description:</h3><p><strong>The Role</strong></p><ul><li>Performing all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing.</li><li>Identifying and escalating issues, which could have significant impact on daily operations</li><li>Providing exceptional service to the various business partners</li><li>Participating in future project opportunities and facilitate change in a rapidly developing environment</li><li>Assisting with development and review for new and/or changes to departmental policies and procedures</li><li>Collaborating within team environment to successfully manage daily work volumes and quality standards<br> </li></ul><p><strong>The Expertise and Skills you Bring</strong></p><ul><li>2-5 years of financial services industry experience</li><li>Bachelor's degree preferred, but not required</li><li>Your proficient PC knowledge</li><li>Your excellent interpersonal and communications skills</li><li>Your strong time management skills</li><li>Your ability to handle multiple projects and tasks simultaneously within a tight timeframe</li><li>Your strong analytical skills</li><li>Your solid knowledge of business and industry practices</li><li>Your ability to recognize high-risk items and escalate those items or seek assistance to minimize loss to either the shareholder and/or Fidelity</li><li>Your ability to develop solid action plans to resolve daily operational issues/ problems<br> </li></ul><p><strong>The Team</strong></p><p>As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading. This role requires great attention to detail, ability to work in a time sensitive environment and the ability to think outside of the box. In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort. Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work overtime and be flexible is strongly encouraged.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</p>

Analyst, Bank Debt

<h3>Job Description:</h3><p>The Client Service Management (CSM)Group Segment Head leads an organization accountable for operational support and service delivery for Defined Contribution workplace clients. The CSM Segment Head collaborates with senior leaders to develop the strategic vision and long-term business direction based on anticipated future trends, issues, and business drivers. In addition, they understand client needs, prioritize and direct projects, guide the daily operations of the team, and establish the standard for exemplary support from business partners. The role is part of the Defined Contribution Client Service Operations leadership team and assists in carrying out the overall organization mission of delivering outstanding service.</p><p><strong>The Role</strong></p><p>The CSM Group Segment Head has primary responsibility for leading a segment of Client Service Managers (CSMs) that support Workplace Investing’s Defined Contribution clients. CSMs coordinate and lead service activities for clients with Qualified Defined Contribution plans, Non-Qualified Defined Contribution plans, HSA plans, and many other emerging products. Success is measured through client satisfaction, client retention, team development, and improving operational execution and scale. The role requires the desire and ability to participate in and drive cross-functional initiatives which have significant business impact. This role will:</p><ul><li><p>Have ultimate accountability for the day-to-day service satisfaction of Defined Contribution Large/Select Market Workplace Investing clients with Billions in assets under administration.</p></li><li><p>Cultivate a climate that values and rewards positive contributions, inclusion, diversity, initiative, and achievement of results.</p></li><li><p>Lead and develop a team of people leaders passionate about creating a culture of outstanding service delivery and associate growth and development.</p></li><li><p>Develop, run, implement, and monitor the service delivery strategy</p></li><li><p>Provide impactful feedback often. Recognize where team members can be more effective and implement changes to improve performance.</p></li><li><p>Anticipate and resolve roadblocks, challenges, and dependences within and across functional teams.</p></li><li><p>Find opportunities for improvement and champion system enhancements and process improvements</p></li><li><p>Handle client concerns and be responsible for making sure the organization is implementing individual client service recovery efforts when needed.</p></li><li><p>Work closely with various internal business partners and external client contacts at various organizational levels.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Financial services industry and large client servicing experience</p></li><li><p>Knowledge of Defined Contribution Qualified, Non-Qualified, HSA plans, as well as knowledge of other emerging products such as Charitable Giving and Student Debt</p></li><li><p>Leadership experience, with confirmed results managing people leaders and driving organization strategy</p></li><li><p>Experience in providing client service to an external client and/or leading a service organization with superior service results</p></li><li><p>Outstanding relationship builder and communicator</p></li><li><p>Flexibility, can easily shift priorities and apply excellent planning, organizational, and interpersonal skills</p></li><li><p>Influence and negotiation skills</p></li><li><p>Ability to manage to performance measurements and develop strategies to meet/exceed targets; takes corrective action and implements plans as needed.</p></li><li><p>Ability to coach, mentor and develop leaders and associates at all levels, evaluating performance, balancing competing priorities, compensation planning and analysis, and adapting organization as needed.</p></li><li><p>Enjoy interacting with clients in various roles, problem solving, associate recognition, conducting satisfaction surveys, etc.</p></li><li><p>Able to capture and assess client feedback and encourage behaviors to enhance interactions, using effective conflict resolution skills.</p></li><li><p>Able to support sales efforts with prospective clients to represent the DC Client Service Operations Leadership team.</p></li><li><p>Build and maintain effective collaboration and open communication with partners in every part of the organization. Can advocate for service and product improvements. Listens to feedback and collaborates on solutions that deliver the best outcome for our clients and the overall organization.</p></li></ul><p><strong>The Team</strong></p><p>This role is a member of the Defined Contribution Client Service Operations Senior Leadership team and helps set the overall organization strategy. You bring the voice of the client to ensure our team is working toward improvements and solutions that deliver customer and business value. Understanding the unique needs of every client we support and staying grounded in the client experience is critical to our ongoing success.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service Operations<p>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.</p>

CSM Group Segment Head - Large/Select Market

<h3><strong>Analyst, Financial Crimes Surveillance</strong></h3> <h3><strong>The Role</strong></h3> The Financial Crimes-Anti-Money Laundering Surveillance group plays a vital role in helping the firm meet its overall Anti-Money Laundering Compliance obligations. There are thousands of transactions that occur daily across Fidelity’s business. The AML Analyst monitors this activity in an effort to detect and call out suspicious activity. The candidate will analyze and vet alerts generated by proprietary internal algorithms and support AML Compliance for Fidelity. <h3><strong>The</strong> <strong>Expertise</strong> <strong>and Skills You Bring</strong></h3> <ul> <li>College degree and/or 4 years of work experience in a relevant field </li><li>2+ years of experience in the financial services industry </li><li>Proven knowledge of financial transactions as well as a firm understanding of trading markets and operations </li><li>Ability to work collaboratively within a team, meet deadlines, and demonstrate outstanding decision-making skills </li><li>FINRA Series 7 &amp; 63 preferred </li><li>Previous AML or compliance background a plus </li></ul> <h3><strong>The</strong> <strong>Team</strong></h3> The AML Surveillance team within Fidelity’s Legal Risk and Compliance Group is integral to supporting compliance with overall AML obligations required by the Bank Secrecy Act. The candidate will support this effort by analyzing and vetting alerts generated through proprietary surveillance applications based on activity across all of Fidelity’s operating companies. These alerts may pose substantial regulatory and reputational risk to the firm, and the candidate will exercise sound judgment and demonstrate outstanding decision-making skills to prevent or mitigate risk and escalate potential suspicious activity. In addition to analyzing potential suspicious activity, the analyst will review “high risk” customers and entities based on the Customer Due Diligence (CDD) rule administered by FinCEN (Financial Crimes Enforcement Network). <h3><strong>Company Overview </strong></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.<br> Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity TalentSource

Financial Crimes Surveillance Analyst

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Contracts Manager to work in Boston, MA or Merrimack, NH.<br> <br> <strong>The Role</strong><br> The Contract Manager provides industry specific expertise and strategic and tactical direction in the development, negotiation, management and administration of complex contract negotiations and supplier relationships. The Contract Manager will lead the process of analyzing contract issues to identifying and eliminating risks and optimizing value to Fidelity. The Contract Manager works independently on both standard and non-standard contracts.<br> <br> <strong>The Expertise and Skills You Bring </strong> <ul> <li>Bachelor’s degree, JD Preferred</li> <li>Construction and/or real estate contract experience preferred</li> <li>3+ years of purchasing related experience, including contract negotiations and administration</li> <li>Proactive management of multiple Supplier relationships and ability to work well under pressure</li> <li>Strong written, verbal and interpersonal communication skills</li> <li>Proven track record of strong collaboration and teamwork</li> <li>Strong negotiation skills and knowledge of business terms and conditions</li> <li>Ability to assess risk and translate business requirements to viable business solutions</li> <li>Commitment to drive quality and process improvements</li> <li>Excellent project management skills</li> <li>Strong customer focus and collaboration/teamwork skills</li> </ul> <br> <strong>How Your Work Impacts the Organization</strong> <ul> <li>Recommend improvement opportunities and propose modifications to Fidelity contract templates.</li> <li>Work with suppliers and business personnel to: identify, research and resolve purchasing related issues; develop corrective action programs; and monitor progress and find opportunities for improvement and growth.</li> <li>Meet regularly with sourcing counterparts for assigned commodities to ensure overall alignment.</li> <li>Provide incremental support to sourcing teams for execution of strategies within the commodity plans</li> </ul> <br> <strong>Dynamic Working – Post Pandemic</strong><br> <br> Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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