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<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>Do you enjoy working in a team-oriented back-office environment while providing superior service? Are you someone that is motivated to help clients by processing their requests? In the OSG Money Movement role, you will use your skills to review requests to determine eligibility, risk, and other requirements needed to process transactions for our clients. </p><p><strong>Expertise and Skills You Bring</strong> </p><ul><li>2-3 years of brokerage operations or financial services experience preferred </li><li>Experience in transaction processing roles or related financial process preferred </li><li>Your creative and innovation skills come forward when trying to solve problems </li><li>You are flexible and can thrive in situations that allow for you to work both individually and as part of a team </li><li>Working knowledge of Fidelity applications preferred (FBSI, Xtrac, MyWorkspace) </li><li>Effective verbal and writing communication skills </li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>The Team</strong> </p><p>As an Associate on the Distributions team, you will be responsible for the accurate and timely processing of money/asset movement requests for client accounts. We support the various market segments which are part of the Fidelity Brokerage platform. When a client needs to move cash or securities from their account, for a variety of reasons, you will be the associate handling these requests within back office. You will have opportunities to build working relationships with internal business partners that assist in the re-registration or money movement processes. </p>The base salary range for this position is $39,000-$61,000 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>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>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><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Fidelity Investments

Senior Representative, Money Movement Distributions - Jersey City

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Head of Brokerage Tax Operations and Services is responsible for leading a large team of tax operations and services professionals that deliver timely and accurate brokerage tax information to millions of Fidelity’s Brokerage and Retirement customers using a sophisticated technology suite and impactful analytical tools. They set the strategic vision for associates, processes and technology for cost basis, performance reporting, product tax reporting, entity level withholding and filing status. They hold a high standard of delivering operational excellence and superior customer service in a variety of simple and complex brokerage tax processes, projects and technology road maps. They bring a sense of urgency to the customer, a desire to lead in a collaborative culture, and a mindset to protect customers and the firm.</p><ul><li>Apply a deep understand of IRS tax regulations to the on-going brokerage tax processes and technology to ensure we are in continued compliance, information is accurate and delivered timely. </li><li>Develop a clear vision to deliver the next phase of tax reporting for the best customer experience.</li><li>Manage multi-million $ vendor relationships and contracts that tightly align with organization vendor management strategy.</li><li>Lead with passion, intellectual curiosity and a high degree of integrity to maintain a highly interactive and engaging work environment.</li><li>Coach managers for professional development and career vitality.</li><li>Build on a strong service-oriented and risk-based culture</li><li>Provide on-going scalable solutions, transparent reporting and data-driven decisions.</li><li>Think and work across the organization and build strong business relationships across the enterprise.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>10+ years understanding of financial services brokerage product and tax operational workflows</li><li>College degree or equivalent work experience, advanced degree and/or account/industry certifications a plus</li><li>Strong leadership and people manager experience</li><li>Deep understanding of cost basis, OID, broker dealer required tax forms including 1099 series, 5498 as well as issuing 990-T forms</li><li>Working knowledge of tax regulations such as 1441, 1446(a) and (f) and 6045.</li><li>Working knowledge of hedge fund structures</li><li>Strong understanding of brokerage products and operations, including equity, mutual funds and alternatives, trading, margin, corporate actions tax and dividends</li><li>Ability to make risk-based decisions in adherence of strict regulatory environment</li><li>Commitment to communicate complex processes in a simplified manner to senior levels</li><li>Provide feedback to associate and manager levels</li><li>Create an environment for continuous process improvement</li><li>The ability to provide clear requirement to technology partners</li><li>Creating a team environment while reducing risk and increasing scale</li><li>Working knowledge of cost basis regulations and multi-faceted performance reporting calculations as well as IRS regulations and Unrelated Business Taxable Income. </li><li>The ability to work within a multinational environment and across multiple times zones. </li><li>Discuss details of IRS withholding and remittance files.</li><li>Understanding all broker dealer required tax forms, such as 1099 series, 5498 series as well as issuing 990T forms.</li><li>Series 7 and 24 required.</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>The teams handle numerous inquiries from multiple business units on topics from cost basis to wash sales and OID calculations to the tax interpretation of corporate actions. The teams must calculate both pre- and post-tax performance reporting calculations for over 10 million accounts. Clients rely on accurate cost basis and performance calculations in making trading decisions. The team responds to many inquiries and must receive annual training to keep knowledge current. They often speak with tax accountants and tax lawyers with front line clients reviewing the posted tax forms. We strive to be an industry leader through innovation and clear vision. The team coordinates multiple technology projects developing new content annually while finding ways to create scale.</p><p><strong>Company Overview </strong></p><p>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.</p><p>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.</p>The base salary range for this position is $103,000-$174,000 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>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>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><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA<h3>Category:</h3>Brokerage Operations

Head of Brokerage Tax

<h3>Job Description:</h3><h3>The Role</h3><p>As a Brokerage Operations Manager, you are instrumental in leading a team of 10-15 employees who provide responsive service to Fidelity Brokerage Company customers across multiple lines of business. You will collaborate with our management team to set the direction and strategy of the department, mentor and develop employees to achieve productivity and quality targets, deliver an outstanding customer service experience, staff for forecasted volumes and service levels, and supervise our clients' service experience. Our managers function as a liaison between business units, maintaining strong working relationships with key clients and business partners and provide effective coaching to attract and retain talent. The ability to influence others is especially important as they may interact with all levels of the organization and appropriate business partners. They establish relationships, leverage networks, encourage the development of a common vision; provide clear direction and priorities, and build effective teams. Leverage available resources to meet daily service targets, improve customer satisfaction, support projects in alignment with company direction and manage elevated risk / exposure items.</p><h3>The Expertise &amp; Skills You Bring</h3><ul><li>Bachelor’s degree</li><li>Experience within the financial services industry, brokerage operations preferred</li><li>Series 7 required</li><li>Series 9/10 or 24, required within 12 months of hire</li><li>A passion for managing and leading people</li><li>A history of successfully managing/leading teams</li><li>The ability / desire to dig deep into a process and understand operational gaps and blind spots</li><li>The confidence to make thoughtful and data driven decisions on adjustments for complex, escalated or exception items</li></ul><h3>The Team</h3><p>The Operations &amp; Services Group (OSG) provides superior service to Fidelity's businesses through innovation, dedication, and commitment to excellence. In operating divisions located throughout the country, OSG provides securities execution, clearance and risk management services to retail, institutional and correspondent clients. OSG is comprised of different departments such as Account Services, Margin and Global Settlements, Asset Services, Compliance, Strategy &amp; Planning, Capture Services, Mutual Funds and Brokerage Services, Treasury and Tax Services. This position is within the Money Movement division and supports transactions between Fidelity and external firms, internal Fidelity accounts and distributions to the end client.</p>The base salary range for this position is $71,000-$120,000 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>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>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><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Senior Manager, Money and Asset Movement - Jersey City

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As an Associate Analyst on the Money Movement Controls team, you will analyze and process money movement transactions (i.e., Distributions, Journals), find solutions to customer requests, and ensure the timely review of all transactions requiring secondary review. Our role is to protect the assets of Fidelity’s customers across Personal Investments and National Financial Services through hands-on secondary review of transactions meeting threshold guidelines or set criteria.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree or equivalent work experience required</li><li>Series 7 License required for the role and must be obtained within 6 months</li><li>Financial Services Operations or Phone Center experience preferred</li><li>Written and verbal communications skills for explaining ideas, questions and resolutions, and other internal and external business partner communications</li><li>Ability to thrive in a fast paced, highly engaged environment</li><li>Exceptional analytical and problem resolution skills while being able to assess risk and interpret business requirements to provide viable solutions</li><li>Strong attention to detail and ability to quickly assess and prioritize multiple tasks, including reviewing customer money movement requests</li><li>Your ability to take initiative and to work under tight deadlines</li><li>Be technically oriented, with strong MS Office/PC skills</li><li>Ability to build and maintain business partner relationships</li><li>Motivated and show a desire to learn about business and new technologies</li><li>Be a standout colleague with capability to help support a positive work environment</li><li>Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency, and policy &amp; procedures</li><li>Recommending methods to ensure consistency and streamline procedures</li><li>Maintain customer confidence and protect operations by keeping information confidential</li><li>Maintaining positive working relationships with our business partners in the US and Ireland</li><li>Keeping up to date with training courses as needed</li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>The Team</strong></p><p>Members of this group acquire an essential understanding of the financial services industry. These associates work in Fidelity’s Operations and Services Group (OSG), supporting our major lines of business including Wealth &amp; Brokerage and Fidelity Institutional. You will work closely with clients and business partners to ensure money movement transactions are processed accurately and timely by providing final approval of transactions, completing trades to support transactions, and supporting IPO purchase requests.</p>The base salary range for this position is $47,000-$74,000 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>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>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><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Brokerage Operations

Associate Analyst, Money Movement Controls - Jersey City

<h3>Job Description:</h3><p>Are you a person who is driven and motivated by offering BEST IN CLASS customer service to financial services clients? Do you enjoy talking about the markets, niche investments and finding answers for and investigation solutions to the problems of your clients and internal partners?</p><p>In the Alternative Investments Service space, you will be an integral part of a dynamic team that handles sophisticated products and provides resolution to queries that come your way via inbound phone calls or emails. We want you to feel empowered and appropriately trained to resolve most issues for our clients and will act as the first point of contact to customers, providing a dedicated and balanced approach by building customer confidence and earning their trust.</p><p>Our Alternative Investment Service Associate is a critical member of Fidelity’s Operations &amp; Services Group (OSG). In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is critical for this role! The associate should be comfortable and capable of handling high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. You will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries related to transaction processing.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>High school diploma with a college degree preferred</li><li>One year + of Client responding customer services experience highly preferred (Receiving Inbound Calls and Responding)</li><li>Alternative Investments experience is a major plus</li><li>Handle inbound phone calls and emails from clients and assisting them with inquiries regarding AI Products</li><li>Create lifetime relationships and playing a meaningful role in the customer experience</li><li>You will possess excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best service experience</li><li>You will identify the clients’ needs, clarify information, research every issue, and offer the best solutions and/or alternatives available</li><li>Your strong organizational and time-management skills and ability to prioritize decisions in a fast-moving environment</li><li>Take initiative to work on ad hoc projects when required</li><li>Collaborate and build strong relationships across different teams within the organization</li><li>Identifying clients’ needs; clarifying information provided; researching their issues and providing appropriate solutions or alternatives to solve their queries</li><li>Providing clear and concise communication to internal and external business partners</li><li>Tracking and monitoring outstanding issues and providing timely updates to clients</li></ul><p><strong><em>Note: Fidelity will not provide immigration sponsorship for this position. </em></strong></p><p><strong>The Team</strong></p><p>Fidelity Investments Operations &amp; Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication, and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over the counter, listed equities, options, bonds, and mutual fund transactions daily.</p>The base salary range for this position is $39,000-$61,000 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>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>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><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Senior Representative, Inbound Customer Service- Alternative  Investments

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Do you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional team committed to improving the value of our services within Fidelity Brokerage Operations &amp; Technology (FBOT)?</p><p>As Senior Manager, Corporate Actions, you will blend brokerage expertise with the necessary skills to develop the team while acting as the leader for this organization. The Senior Manager has operational oversight of all announcement and reconciliation processes associated with corporate actions and income payments for the Fidelity Agency Lending business.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>8+ years of Brokerage Operations experience required.</li><li>Operational experience supporting international processing required.</li><li>Functional experience with agency lending required.</li><li>Experience supporting international stock lending preferred.</li><li>Act as an intermediary between banks and borrowers focusing on the importance of timely and accurate communication.</li><li>Manage expiration date events (and relevant liabilities) along with reconciliation of new entitlements for a variety of regionally specific corporate actions.</li><li>Event and instruction management in proprietary Fidelity applications.</li><li>Accountable for key talent management processes including hiring, on boarding, goal setting, performance evaluations and other career development activities for a team.</li><li>Excellent interpersonal skills with the ability to collaborate, empower and communicate effectively and assertively with internal and external stakeholders.</li><li>Ability to adjust team/departmental priorities to support changing needs.</li><li>Participation as a key stakeholder in prioritization of enhancements and new releases of core functional systems.</li><li>Track record of end-to-end process improvement delivering tangible business results.</li><li>Series 99 or 7 required.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>This dynamic team is a part of FBOT within the Operations &amp; Services Group (OSG), Asset Servicing division. The OSG team is responsible for the accurate and timely announcement and processing of Domestic and International Corporate Action and Income events in a high energy and fast-paced team environment. The team is responsible for supporting the Agency Lending business.</p>The base salary range for this position is $71,000-$120,000 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>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>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><h3>Certifications:</h3>Series 99 - FINRA<h3>Category:</h3>Brokerage Operations

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