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<h3>Job Description:</h3><h3> The Team</h3>Fidelity operates one of the largest clearing and custody businesses in the industry with nearly $4 Trillion in assets under administration serving thousands of intermediary clients including RIAs, broker dealers, banks, and family offices. We are seeking a detail-oriented and client-focused professional to join our Operations team, which plays a critical role in supporting core brokerage processing for our clearing and custody clients—including Registered Investment Advisers (RIAs), broker-dealers, banks, and family offices. This team is at the heart of our service delivery, ensuring that every transaction, reconciliation, and operational workflow is executed with precision and efficiency.Our mission is to deliver a frictionless adviser experience, empowering our clients to focus on growing their businesses and serving their end investors. We achieve this by combining deep operational expertise with a relentless commitment to service excellence, innovation, and continuous improvement. The RoleIn this role, you will contribute to the seamless execution of day-to-day brokerage operations, including our most specialized and complex. You will also be the entry point for our operations leaders by leading the operations onboarding and team leads. You will collaborate closely with internal stakeholders to resolve issues proactively, identify opportunities for process improvement, and uphold the highest standards of operational integrity.The Expertise and Skills You Bring<ul><li>A Bachelor's degree, or a Master’s degree or Masters in Business Administration is preferred.</li><li>Strong understanding of brokerage operations, quality and risk management practices, clearing and custody processes, and regulatory requirements impacting RIAs, broker-dealers, banks, and family offices. </li><li>Proven ability to manage and execute complex operational workflows with a high degree of accuracy and attention to detail.</li><li>Experience handling sensitive and specialized processes and creating a strong control framework.</li><li>Excellent analytical and problem-solving skills, particularly in evaluating complex transactions and exception scenarios.</li><li>Demonstrated success in developing and delivering training programs with a strong understanding of good operational processes</li><li>Effective leadership and mentoring capabilities, with experience managing new hires and guiding team leads or SMEs.</li><li>Strong communication and interpersonal skills, with the ability to collaborate across teams and engage with both internal and external stakeholders.</li><li>The ability to bring or acquire a Series 7 &amp; 24 licenses.</li></ul>The Value You Deliver <ul><li>Execute and oversee specialized and complex operational processes, such as Transfers of Account (TOA) receives, debit card support, abandoned property handling, privacy violation investigations, and elder financial exploitation reviews.</li><li>Perform in-depth analysis of complex transactions and manage sensitive processes such as date-of-death valuations with accuracy and discretion.</li><li>Develop, maintain, and continuously enhance training curriculum and documentation for all One Ops processes across Family Office (FOS), Custody, and Middle Office functions.</li><li>Lead team who will manage and mentor new hires across the operations group during their introductory period, with full decision-making authority on readiness for transition into the broader team.</li><li>Lead and support a team of subject matter experts (SMEs) responsible for handling special requests, processing highly complex operational items, and facilitating bulk uploads with precision and efficiency.</li><li>Foster a culture of operational excellence and continuous improvement, ensuring all processes align with our commitment to delivering a frictionless adviser experience.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA<h3>Category:</h3>Brokerage OperationsFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Vice President, Operations - IWMS Client Experience

<h3>Job Description:</h3>The RoleAs a member of the Technology Resiliency and Recovery (TRR) team, you will serve as a Senior Manager in a second line of defense role in Enterprise Business Resiliency (EBR). In this role you will be responsible for leading strategy, planning and governance activities for the TRR function, including developing and implementing new and exciting programs, data analytics and visualization, and directly communicating with enterprise and business technology leadership across the firm. This is an exciting &amp; high visibility opportunity to help drive a pivotal enterprise initiative in a very dynamic environment.The TeamThe Technology Resiliency &amp; Recovery team sits within the Corporate Risk organization. We are a dedicated team of risk professionals who provide the strategic development and execution of a technology resiliency program, with oversight of technology risks that enables our company’s business operations to continue following any disruption.The Expertise &amp; Skills You Bring<ul><li>6-8+ years demonstrated ability &amp; familiarity with a range of technology platforms &amp; environments such as cloud services, open/distributed systems, and mainframe.</li><li>3-5+ years in a strategy and planning function</li><li>Experience in Disaster Recovery, Business Continuity or Risk related programs (preferred).</li><li>3-5+ years working in a financial and banking industry in a technical or risk management role(preferred)</li><li>AWS, Azure &amp; Kubernetes certifications would be advantageous.</li><li>Strong judgement, communications, and data analytics skills.</li><li>DRI (CBCP), or BCM (DRCP, DRCS) certifications (preferred).</li><li>Functional knowledge and experience with emergency response and crisis management (preferred).</li><li>Mentors Junior members of the team and experience building knowledge management.</li><li>Bachelor’s or Master’s Degree in Computer Information Systems, Engineering, Data Analytics or Risk Management Discipline.</li></ul>The Value You Deliver<ul><li>Design and coordinate new programs and capabilities for the program</li><li>Respond to emerging technology resiliency challenges and changes across the second line of defense</li><li>Build and maintain strategic roadmaps and metrics</li><li>Collaborate with leaders and partners across business, technology, architecture and engineering teams.</li><li>Use data analytic capabilities to develop data visualization and actionable insights </li><li>Design and Facilitate workshops and cross-business unit meetings</li><li>Develop and maintain policy, standards and guidelines</li><li>Solving complicated problems, demonstrating confidence with unanticipated situations, and the ability to help find innovative ways to mitigate risk using advanced analytical and critical thinking skills.</li><li>Exhibits executive presence. Communicates clearly, concisely and impactfully in order to influence others; tailoring messaging to audience.</li><li>Encouraging a supportive environment for employees to learn and grow.</li><li>Participating in the incident response program and recovery activities for business operations, technology or vendor disruptions (on call rotation/including off hours).</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment OperationsFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Technology Resiliency Strategy

<h3>Job Description:</h3>Senior Manager, Brokerage TaxThe RoleThe Brokerage Tax Operations Manager is responsible for leading the tax operations department to deliver timely and accurate brokerage tax information to Green Pier’s Brokerage and Retirement customers. They will oversee processes and technology for cost basis, product tax reporting, withholding and filing. They hold a high standard of delivering operational excellence and superior 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.<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, and information is accurate and delivered timely</li><li>Build a strong service-oriented and risk-averse 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 firm </li></ul>The Expertise and Skills You Bring<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>Deep understanding of cost basis, 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>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>Create an environment for continuous process improvement</li><li>The ability to provide clear requirements to technology partners</li><li>Working knowledge of cost basis regulations</li><li>Knowledge of IRS withholding and remittance files</li><li>Series 7 or 99 required or willingness to obtain within 180 days </li></ul>The TeamGreen Pier Fintech LLC is a division of the Fidelity Center for Applied Technology (FCAT). The Green Pier and Green Meadows team is bringing new technology and processes to life that will enable Fidelity to target new markets and customer segments; a business squarely executing on not one or two but four Fidelity operating principles - next generation platforms, efficiency and reduction of unit costs, new sources of revenue, and high quality customer experiences - and which embodies the Fidelity leadership principle of taking risks and valuing pace over perfection.The base salary range for this position is $79,000-$128,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’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.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Senior Manager, Brokerage Tax

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Service Representative in Westlake, TX and Smithfield, RI! Do you want to work for a fast paced, growing organization where people make the difference? Do you flourish with providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients. Please see the below pay rate range for the work location of Rhode Island only: $22.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Duration: 3 months with likely extensions, possible conversions to FTE depending on performance and other factors <h3>The expertise we’re looking for</h3> <ul> <li>1 year of financial or customer services experience or equivalent work experience </li><li>Consistent record in high volume, high paced data centric processing environment </li><li>Customer oriented </li><li>High school diploma </li></ul> <h3>The purpose of your role</h3> The Transaction Service Representative (TSR) will work in a centralized Operations team, which consists of Money Movement, TOA, and New Account/Maintenance associates. Associate will work on all operational requests submitted from Fidelity Custody Advisors and Service Teams, ranging from fundamental/simple transactions to specialty/complex transactions. The TSR will be expected to master the fundamental processing queues and will be responsible for the accurate and timely processing of the transaction requests, ultimately providing a positive overall operational experience for those clients. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to partnership and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. Representatives are expected to consistently track and maintain performance metrics related to productivity and quality. <h3>The skills you bring</h3> <ul> <li>Your ability to work well on teams and in fast-paced, cross-collaborative environments. </li><li>You think analytically and deliver solutions to complex challenges. </li><li>You take pride in your work and have a detail-oriented mindset. </li><li>Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. </li><li>You have intermediate to advanced knowledge of Microsoft Office applications. </li></ul> <h3>The value you deliver</h3> <ul> <li>Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. </li><li>Driving high satisfaction, quality and efficiency for both the client and Fidelity. </li><li>Delivering superior results quickly and efficiently, using effective time management skills. </li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges. </li><li>Bringing energy and excitement to your role every day. </li></ul> <h3>How your work impacts the organization</h3> The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing &amp; Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.

Fidelity TalentSource

Transaction Processor

Transaction Processor Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX and Smithfield, RI. The hourly pay rate for this position is $22.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients. The Role The Transaction Service Representative (TSR) will work within a "Pod" or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM). The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for those clients. The TSR will be responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. The Expertise and Skills You Bring <ul> <li>Your ability to work well on teams and in fast-paced, cross-collaborative environments. </li><li>You think analytically and deliver solutions to complex challenges. </li><li>Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. </li><li>You have intermediate to advanced knowledge of Microsoft Office applications. </li><li>Your outstanding attention to detail </li><li>Your positive outlook </li><li>Your strong work ethic </li></ul> The Value You Deliver <ul> <li>Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. </li><li>Driving high satisfaction, quality and efficiency for both the client and Fidelity. </li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills. </li></ul> 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.

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