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<h3>Job Description:</h3><h3>Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? As a <strong>Senior Manager, Shareholder Reporting</strong>, you will prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.</h3><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>Bachelor’s degree expected, MBA or CPA preferred</li><li>5+ years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products</li><li>Extensive working experience using Geneva platform for partnership accounting and reporting preferred</li><li>Advanced accounting and operational knowledge for alternative asset classes (e.g., commodities, real estate, private debt, private equity, distressed securities, derivatives, cryptocurrencies)</li><li>In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements</li><li>Advanced excel skills and experience translating accounting data into financial statement presentation</li><li>Ability to lead independently and in an operations-focused, fast paced team environment</li><li>Strong working knowledge of project and relationship management</li><li>Excellent written and verbal communication skills and strong presentation capability</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><strong>The Team</strong></h3><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!</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

Senior Manager, Alternative Investments Shareholder Reporting

<h3>Job Description:</h3><p>As Manager, Healthcare Card Operations, you will be a member of the Fidelity Healthcare Operations team. You will lead a diverse Card Operations team and create a motivational atmosphere that leads by training, coaching, monitoring and providing feedback. </p><p>You will be responsible for the day-to-day card operations and manage a team that resolves member service-related issues related to refunds, disputes, and card replacements. The role will manage the workflow of tickets required for problem resolution and provide supervision of the core daily functions including transmissions of files between Fidelity and the vendors, reviewing, and reconciling daily reports, and managing daily issue resolution.</p><p>You will create and ensure quality controls; be responsible for proactively managing department and team level service level agreements and KPIs; and research, develop, and update written procedures. </p><p>You will provide continued feedback and recommendations to the department leadership relative to overcoming any operational deficiencies by identifying alternatives to current business practices and strategies.</p><p><strong>The Team</strong></p><p>This role is in the Healthcare Operations organization, working with the Director, Healthcare Operations to develop and expand the operations for Fidelity Healthcare Card capabilities. You will help create key operational support, documentation and processes that will improve the efficiencies of the existing team and will be foundational for the future state of the organization.</p><p><strong>The Expertise You Have</strong></p><ul><li>5+ years Expertise in Card Operational product and processes, and technology is required. Experience in managing complex operations, including card issuance, transaction processing, fraud management, and dispute resolution. </li><li>Familiarity with card issuance, transaction authorization, card payments, transfers, returns, maintenance, dispute resolution, fraud management, and account closures. </li><li>Core Knowledge of the HSA and Reimbursement Account products.</li><li>Experience supervising and training employees, motivating teams, and ensuring high performance are key.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Proven ability to analyze data, identifying trends, and making data-driven decisions to improve operations.</li><li>Ability to maintain strong working relationships via excellent verbal, written and interpersonal skills.</li><li>You offer strong problem solving, analytical and resolution driven skills.</li><li>Ability to offer creative critical thinking and ability to offer outside the box solutions.</li><li>You demonstrate a strong sense of urgency, prioritization, and follow-through and can adapt to changing business needs.</li><li>You will have a solid understanding of XTRAC and/or a work item management process and strong knowledge of Excel, MS Access, &amp; Word</li></ul><p><strong>The Value You Deliver</strong></p><ul><li><strong>Program Management: </strong>You will be responsible for oversight of the daily operations and support a team that manages daily reporting, file transmission and resolves member service-related issues related to refunds, disputes and replacements through strong operations knowledge and problem-solving techniques.</li><li><strong>Communication: </strong>You will provide strong leadership, communication, problem-solving, and analytical abilities, along with proficiency in relevant software and a deep understanding of card processing operations and compliance</li><li><strong>Problem Resolution: </strong>You will act to provide daily oversight of the operations for all aspects of the Card operations team and provide support for internal processes.</li></ul><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><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>

Manager, Healthcare Card Operations

<h3><strong>Money Movement Specialist</strong></h3> <p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! Fidelity Charitable is looking for top notch customer service professionals to work on the Money Movement portion, part of the Operations Team, in Westlake, Texas, or Salt Lake City. As a Money Movement Specialist, you will be primarily responsible for facilitating money movement for advisor managed accounts.</p> <p>The hourly pay rate for this position is $22 per hour.</p> <h3><strong>The Expertise We’re Looking For:</strong></h3> <ul> <li>Bachelor’s degree </li><li>2-3 years Financial Service or Operations experience is desired </li></ul> <h3><strong>The Purpose of Your Role</strong></h3> <p>The Money Movement Specialist works closely with advisors involved in the Charitable Investment Advisor Program (CIAP). The representative will communicate with advisors regarding money movement requests, as well as processing these requests. The position requires an individual with excellent customer service skills, an understanding of service operations, and the ability to manage priorities well.</p> <p>Your primary responsibility is to provide timely and high-quality money movement processing to donors and advisors in CIAP. It’s more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously giving to non-profit organizations to meet their philanthropy goals. You get to be a part of that!</p> <h3><strong>The Skills You Bring</strong></h3> <ul> <li>High sense of urgency and understand when to bring up issues </li><li>Strong and effective written communication skills required </li><li>Problem solving skills with excellent follow through </li><li>Strong organizational skills, planning, and time management </li><li>Flexible with overtime as requested (especially December – Giving Season) </li></ul> <h3><strong>The Value You Deliver</strong></h3> <ul> <li>Timely processing with a high degree of Quality </li><li>Collaborating with internal Charitable business partners to fulfill special handling requests </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Delivering great customer service with each interaction to strengthen advisor experience </li></ul> <h3><strong>How Your Work Impacts the Organization</strong></h3> <p>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 the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising</p>

Fidelity TalentSource

Money Movement Specialist

<br> <br> Fidelity TalentSource is hiring an Operations Associate to work at Fidelity in Westlake TX or Salt Lake City, UT.<br> <br> 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. <br> <br> This contractor position supports our busiest time of year, Giving Season. <br> <br> The hours are demanding, please expect to work overtime in November and December. <br> <br> We request that you do not take extra vacation days in November, December and January. <br> <br> You will be off Thanksgiving, Christmas and New Year's Day as major holidays.<br> <br> <br> The <strong>Expertise </strong>we’re Looking For:<br> <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> <br> The <strong>Purpose </strong>of Your Role<br> 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.<br> <br> The <strong>Skills </strong>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 <strong>Value </strong>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> <br> How Your Work <strong>Impacts </strong>the Organization<br> 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<br> <br> Company Overview<br> 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 <strong>FidelityCareers.com</strong><br> <em>Fidelity Investments is an equal opportunity employer</em><br>

Operations Associate

<br><h4>Description</h4><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX.</p><p>The hourly pay rate for this position is $22 per hour.</p><p>Are you a hardworking and self-motivated person who would thrive in a collaborative and fast paced environment? If so, come build your career with us!</p><p>Fidelity Charitable is a collaborative, competitive, dynamic, and exciting environment. In this role you will have an opportunity to gain exposure to the various facets of the financial services and philanthropic industries.</p><h4><strong>The Team</strong></h4><p>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 the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.</p><p>The Charitable Planning Associate (CPA) is an inbound, phone-based role acting as a sales development role into the Fidelity Charitable Fundraising and Distribution team. This role will uncover new opportunities with financial advisors and prospective donors looking for charitable planning assistance. You will cultivate and qualify these opportunities by providing valuable insights and helping them achieve their charitable goals by utilizing our Donor Advised Fund. In addition to generating leads from inbound calls, you will also be responsible for executing strategic initiatives by making outbound calls to qualify leads delivered by our Marketing team. You will collaborate with various business partners including Marketing, Service Delivery, Program, and Implementations to deliver best in class outcomes for our advisors and donors.</p><h4><strong>The Expertise You Have</strong></h4><ul><li>Bachelor’s degree </li><li>Passion for the financial and philanthropic industries </li><li>Proven experience working within the financial industry and/or service related industry. </li><li>A dynamic personality with a high level of passion and motivation for career advancement </li><li>Fundraising, sales, business development or relationship management experience is beneficial. </li><li>Industry designations or additional education are also a plus. </li></ul><h4><strong>The Skills You Bring</strong></h4><ul><li>You have excellent interpersonal and communication skills that translate into a positive advisor and donor experiences. </li><li>You have a passion for establishing relationships and providing high levels of support. </li><li>You are committed to constant self-improvement and exhibit a competitive drive. </li><li>You thrive in fast paced and collaborative environment. </li><li>You are extremely resourceful, organized, and ability to prioritize multiple priorities. </li><li>You have a high aptitude to learn new things quickly and adapt to new situations. </li><li>Your effective listening, communication, and presentation skills </li></ul><h4><strong>The Value You Deliver</strong></h4><ul><li>Qualify inbound leads via the phone as the initial contact for financial advisors and donors exploring a relationship with Fidelity Charitable </li><li>Consult with prospects about using our Donor Advised Fund to achieve their philanthropic goals. </li><li>Understand and effectively communicate our value proposition to advisors and prospective donors. </li><li>Develop an understanding of the advisor’s business or donors’ goals through profiling and determine if the Donor Advised Fund can help them achieve their goals. </li><li>Partner with Marketing on lead flow and campaign alignment </li><li>Function as a utility player for the Fundraising and Distributions team by providing interim territory coverage when capacity issues exist. </li></ul><br>

Charitable Planning Associate

<p>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve.<br><br>So what do you say? Are you ready to be part of something big?</p>As a Collision Body Technician, you’ll perform vehicle repairs as assigned in accordance with dealer and factory standards. Your attention to detail make you a valuable asset to the team as you ensure repairs are completed on time, and deliver top-notch work to delight our customers.<h2>What are the daily job responsibilities?</h2><ul><li>Performing work as outlined on repair orders with efficiency and accuracy.</li><li>Communicating with Estimators and Parts Associates to obtain necessary parts.</li><li>Assessing vehicle condition to determine if additional safety or repair work is needed.</li><li>Performing all body repairs according to estimate.</li><li>Performing welding, soldering, body alignment, and frame/unibody repairs.</li><li>Operating all equipment in the Collision Center in a safe and productive manner, following AutoNation’s Safety Standards for the use of personal protective equipment (e.g., safety glasses, gloves, hearing protection) while working on the production floor.</li><li>Inspecting all work performed as a Quality Control (QC) measure as soon as jobs are completed.</li><li>Mixing all chemicals according to manufacturer directions/specifications.</li><li>Understanding and following federal, state, and local regulations that affect Collision Center operations, such as hazardous waste disposal, OSHA guidelines, etc.</li><li>Gaining superior product knowledge to provide high quality repairs.</li><li>What are the requirements for the Collision Body Technician?</li><li>ICAR certification (preferred) or interest to become certified.</li><li>OEM certification (preferred) or interest to become certified.</li><li>At least two years’ automotive experience.</li><li>Must have a valid, in-state driver’s license with an acceptable, safe driving record.</li><li>Ability to operate an automobile.</li></ul><h2>What are the opportunities for career growth?</h2><ul><li>Our Associates have many choices for career growth and development after success in a Collision Body Technician role. Future opportunities may include:</li><li>Collision Director</li><li>Collision Production Manager</li><li>Collision Estimator</li><li>Collision Body Team Lead</li><li>The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of this job. Incumbents may be requested to perform job related tasks other than those specifically presented. Career opportunities are dependent on business and staffing needs, as well as the qualifications of internal and external candidates.&nbsp;</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li><p>Competitive compensation and 401k matching</p></li><li><p>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</p></li><li><p>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</p></li><li><p>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</p></li><li><p>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</p></li></ul><p>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.</p>

AutoNation

Collision Body Technician

<p>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve.<br><br>So what do you say? Are you ready to be part of something big?</p>The Sales Manager has the opportunity to lead a sales team to create an exceptional experience for customers.&nbsp; This role is responsible for selecting, training, coaching, developing and retaining the very best Sales Associates for the store and driving a high-level of performance among the sales team to increase market share, achieve targeted unit sales and profit margins while delighting every Customer along the way. &nbsp;<h2>What are the day-to-day responsibilities?</h2><ul><li>Leading yourself and the team in a way that supports AutoNation’s Vision and Mission</li><li>Setting a clear vision and goals for the sales team to achieve targeted performance in new and used vehicle sales and profit</li><li>Engaging and motivating the team to achieve key goals, performance expectations and AutoNation best practice processes</li><li>Driving the business through a high-level of involvement in the day-to-day operations</li><li>Managing the negotiation process with Sales Associates ensuring that customers understand their vehicle purchase options and pricing</li><li>Appraising vehicles for trade</li><li>Managing all three areas of customer traffic:&nbsp; Showroom, E-Commerce, and Phones</li><li>Partnering with General Manager and/or General Sales Manager to plan and manage new and used vehicle inventory</li><li>Assisting in managing controllable expense elements for the New and Used Vehicle Departments</li><li>Analyzing the business to determine shortfalls and developing action plans to improve performance</li></ul><h2>&nbsp;<br>How will I know if I am successful?</h2><p>The performance of a Sales Manager is measured by achieving:</p><ul><li>Targeted unit sales and gross profit</li><li>Targeted Associate retention</li><li>Targeted Customer Satisfaction Index</li></ul><h2>&nbsp;<br>What are the requirements for this job?</h2><ul><li>High School diploma or equivalent</li><li>Proven success in auto retail sales</li><li>Proven leadership ability to mentor and train others</li><li>Ability to set and achieve targeted goals</li><li>Ability to drive an exceptional Customer experience</li><li>Demonstrated communication and interpersonal skills</li><li>Organization and follow-up skills</li><li>Experience and desire to work with technology</li><li>Valid in-state driver’s license and have and maintain an acceptable, safe driving record</li></ul><h2>&nbsp;<br>What are the opportunities for career growth?</h2><p>Our Sales Managers have a few options for career growth and development after success in&nbsp;this role.&nbsp; Opportunities may include:</p><ul><li>Used Vehicle Manager</li><li>- Financial Services Director</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li><p>Competitive compensation and 401k matching</p></li><li><p>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</p></li><li><p>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</p></li><li><p>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</p></li><li><p>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</p></li></ul><p>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.</p>

Automotive Sales Manager - AutoNation Ford Arlington

<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 and Strategy

<strong>Business Operations Analyst -</strong><br> <br> The Business Operations Analyst is an integral member of Fidelity Digital Asset Management (FDAM). In this dynamic role reporting to the VP of Business Operations, you will help ensure the business runs smoothly by performing a combination of responsibilities: executing on various business management routines, creating business reporting, and supporting our governance routines. You will work with business partners such as Compliance, Legal, Risk, and Finance on these efforts, as well as with others across FDAM. Hybrid in Westlake, TX; Boston, MA or Merrimack, NH<br> <br> <strong>The Purpose of the Role</strong> <ul> <li>Coordinate &amp; support governance routines, including three FDAM committees </li><li>Own FDAM team routines (FDAM Connect, Townhalls, &amp; some FDAM offsite support) </li><li>Create critical business reporting such as Seed Capital Dashboard and the Monthly Business Reports covering business development, product, operations, technology, legal, risk, compliance, as well as metrics, such as assets under management and flows </li><li>Lead new hire onboarding/offboarding, as well as license and access management </li><li>Support budget and expense management, vendor management &amp; due diligence </li><li>Coordinate record retention, resiliency planning, &amp; business continuity </li></ul> <br> <strong>The Expertise &amp; Skills You Bring</strong> <ul> <li>3-5 years of shown experience in financial services, preferably in project management or business operations </li><li>Bachelor’s degree required; emphasis on business and/or financial services preferred </li><li>Ability to execute on operational processes with minimal direction </li><li>Desire to work alongside investment professionals and senior leaders </li><li>Outstanding analytical, communication, conceptual thinking, and problem-solving capabilities </li><li>Excellent engagement skills, including the ability to work across FDAM as well as other Fidelity business units </li><li>Experience in financial services and/or crypto industry </li><li>Self-starter with good organization and capability to influence others </li><li>Skilled in creating presentations, data analysis, and reporting using PowerPoint and Excel </li></ul> <br> <strong>The Value You Deliver</strong> <ul> <li>A strong partner to the investment team and management team </li><li>Ensure processes enforce to established policies &amp; procedures </li><li>Support business priority changes and new requests </li></ul> <br> <strong>Company Overview:</strong><br> <br> 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 <strong>diverse and inclusive</strong> workplace where we <strong>respect and value</strong> our associate for their unique perspectives and experiences. For information about working at Fidelity, visit <strong>FidelityCareers.com</strong>. Fidelity Investments is an equal opportunity employer.<br> <br> Fidelity 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: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<br> <br> <strong>Information about Fidelity Investments</strong><br> <br> 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.<br> Fidelity Investments and Fidelity TalentSource are equal opportunity employers

Business Operations Analyst

<strong>Transaction Processor</strong><br> <br> Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX. <br> <br> 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.<br> <br> <strong>The Role</strong><br> 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.<br> 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.<br> <br> <strong>The Expertise and Skills You Bring</strong> <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> <strong>The Value You Deliver</strong> <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> <strong>Dynamic Working </strong><br> 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.<br> Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.<br>

46 Procurement / Operations Jobs in Fort Worth, TX, USA