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<h3>Job Description:</h3>The RoleBe a part of the organization that helps service the Fidelity Stock Plan Services (SPS) Financial Reporting team! In this role you will be the first line of support to a defined client base in helping to provide a platform to acquire their financial reporting requirements related to equity compensation.Serve as the client’s primary support for SPS’ financial reporting offering, with a client base typically 20 - 25 public companies consisting across all segments (Emerging, Mid, Large and Strategic). In this capacity, you are responsible for the processing and reporting of their client’s financial reporting data according to the client defined reporting schedule. You will work with their clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis. The identification and development of process benchmarks and standard methodologies across the client base are important to client delivery. Analyst will train client contacts to use Plan Sponsor Workstation (PSW) and its functionality such as SPS reporting, including customized reporting dashboards, as well as Team Workspace. The Analyst is highly engaged with client contacts and builds long term relationships to provide end to end service delivery.<ul><li>As an important member of the Financial Reporting team, you will participate in all operational aspects of the reporting process; client developed scheduled reporting to ad-hoc report development (including fee for service projects).</li><li>Analyst will be a key member, along with SPS Implementation and Account Management, to implement a client’s reporting information from a legacy provider to the Fidelity Stock Plan Administration system. Provide assistance with the overall testing effort for the SPS financial team as coordinated by the SPS Product Development team.</li><li>Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle</li><li>Partnering with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration.</li><li>Assisting with SPS Product and SPS Technology partners on major product improvements to ensure business is adequately prepared to support new features and functionalities</li><li>Client advisor regarding solution-based financial report modifications within the financial section of the Plan Sponsor Workstation platform.</li><li>Crafting and maintaining required data for process measures and reporting.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree or equivalent experience preferred</li><li>3-5 years of Accounting/Finance, Financial Services and/or Stock Plan Administration experience</li><li>Excel and Access skills</li><li>Certified Equity Professional (CEP) level 1 encouraged</li><li>Your strong ability to multi-task, react and think quickly</li><li>You bring a Positive “can-do” demeanor and a willingness to work across groups to get the job done</li><li>You are a team player who will consistently provide a very high level of support to the group</li><li>Your Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook).</li><li>Strong operational and project management skills.</li><li>Proven success in developing presentations and reporting.</li><li>Very strong verbal and written communication skills.</li><li>You are passionate about the details and possess strong communication and organizational skills.</li><li>You're a Self-starter with strong sense of ownership and involvement is essential. Must be very proactive in approach.</li><li>You are flexible enough to work overtime if needed</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity’s SPS provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation rights and performance plans. <h3>Certifications:</h3><h3>Category:</h3>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

Financial Reporting Analyst, Stock Plan Services

<h3>Job Description:</h3>Fidelity Stock Transfer is looking for a Director of Client Service Manager to be part of an innovative team supporting our next-generation transfer agent operations and west coast client relationships. In your capacity, you will build a partnering relationship with each of our clients to understand their business needs and the needs of their shareholders. You will strive to advocate for the client and continually improve their operational health. You will assess all raised issues to identify root cause and develop a creative and practical set of solutions while pairing with our new technology and sustaining our passion for excellent customer service.<h3>Responsibilities Include: </h3><ul><li>Owning the administration of new customer contacts and supporting them throughout their life cycle</li><li>Collaborating closely with clients and other business partners to provide direction and insight into Fidelity’s suite of products and services</li><li>Developing new business opportunities and managing against operational feasibility</li><li>Collaborating and influencing outcomes in a large matrix-managed environment and across multiple and diverse groups</li><li>Participating in architectural system designs to meet client needs</li><li>Complying with regulatory and policy mandates</li><li>Ensuring all procedures are updated to mitigate process risks</li><li>Ensuring the accuracy and timeliness of client requests</li><li>Identifying improvements towards process efficiency and risk mitigation</li><li>Supporting operational processes daily</li></ul><h3>Position Requirements:</h3><ul><li>Proven experience in Financial Service Operations &amp; Client Management</li><li>Knowledge of or experience in:<ul><li>Transfer agent operations</li><li>SEC regulations</li><li>Treasury operations or shareholder services of a publicly traded company</li></ul></li><li>Effective written, verbal and listening skills</li><li>Strong analytic, problem solving and decision-making skills</li><li>Developed project management skills</li><li>Intermediate proficiency with Microsoft Office Suite</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team </h3>We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve.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. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com.<h3>Certifications:</h3><h3>Category:</h3>Client Service 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.

Director of Client Service Management

Fidelity TalentSource is hiring an Operations Associate to work at Fidelity in Westlake TX or Salt Lake City, UT. Fidelity Charitable helps donors maximize their generosity through our donor-advised fund. We are the nation’s top maker of grants to nonprofit organizations, distributing $14.8 billion to charities in 2024. We are looking for top notch customer service professionals to work on the Core Contributions team in Westlake, Texas; Salt Lake City, Utah; or Durham, North Carolina. This contractor position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day as major holidays. The Expertise we’re Looking For: <ul> <li>Demonstrated problem solving skills and ability to follow written procedures</li> <li>Bachelor’s degree</li> <li>0-2 years Financial Operations preferred</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Ability to work under pressure and within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> </ul> The Purpose of Your Role The Core Operations Specialist is a member of the Core Contributions team and is responsible for the timely and accurately processing and qualification of contributions to Fidelity Charitable customer accounts. As a member of FC’s inclusive Service Delivery team, the Core Operations Specialist will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially November and December – Giving Season)</li> </ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services</li> <li>Process high value transactions</li> </ul> <ul> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Company Overview 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 nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer

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