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<h3>Job Description:</h3><h3><strong><strong>The Role</strong></strong></h3><p>If you are looking for a role that spans across many parts of the organization and gives you the opportunity to interact with many parties, this may be the role for you! Qualification Services is an Integrated Operations team looking to add a dynamic leader who can lead geographically dispersed professionals supporting clients &amp; customers thru a difficult life event. The right candidate will work with their individual team, other Operations Functions, Client &amp; Relationship Management, Legal, Risk &amp; Compliance as well as the External Client and their contacts.</p><p>The Senior Manager, Qualification Services will report to the VP of Workplace Investing Qualification Services, one of six divisions within this organization. The Senior Manager will be a member of the WI Qualification Services leadership team and will support 10-15 associates in the US and many dotted line India Associates supporting the Integrated Beneficiary Process. This function spans across our DB, DC, TEM &amp; HW clients. Other responsibilities include the leadership of key WI Ops programs and initiatives, as well as leadership of risk mitigation and audit-focused initiatives.</p><p><strong><strong>The Expertise and Skills You Bring</strong></strong></p><ul><li>Excellent people management/leadership ability</li><li>Operations Experience preferred, although not required</li><li>Bachelor’s degree or equivalent years of experience, MBA preferred.</li><li>Knowledge of legal and regulatory topics related to benefits administration is preferred.</li><li>Knowledge of the benefit &amp; retirement administration business (DC, DB, TEM &amp; HW)</li><li>You have Proven Leadership experience - consistently displays the ability to coach, manage &amp; lead teams with varied strengths; provides solid support of and advocates for the needs of the group; builds positive relationships with internal and external business partners.</li><li>You have Operations Management experience - manages multiple products, service offerings, processes, critical metrics and group level budget within established parameters to ensure customer/client satisfaction and the achievement of operational performance targets.</li><li>You have Strategy &amp; Execution experience - effectively translates strategy into clear business goals and links them to individual and group goals; develops and communicates a vision and mission related to meeting customer needs; advocates for and allocates resources to deliver the highest priorities.</li><li>You have problem resolution experience - identifies and proactively addresses problems and potential risks as well as implementing timely solutions.</li><li>You have strong understanding of the application of quality/operational improvement methodologies to ensure continuous improvement and consistent service delivery.</li><li>You have Strong written and verbal communication skills</li></ul><p><strong><strong>The Value You Deliver</strong></strong></p><ul><li>Help create culture of learning, empowerment, and transparency.</li><li>You will inspire and motivate your team to achieve their maximum potential</li><li>You can prioritize time-sensitive work and multiple demands to ensure Client Expectations are met</li><li>You can work well under pressure and communicate the sensitivity and urgency of responses.</li><li>You are comfortable presenting to clients &amp; business partners</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>Certifications:</h3><h3>Category:</h3>Operations, Transaction Processing<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, Qualification Services

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

CSM Group Segment Head - Large/Select Market

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

Fidelity TalentSource

Financial Crimes Surveillance Analyst

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

Contracts Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you a professional who possesses strong analytical, interpersonal, communication, cross team partnership skills and the ability to adapt to the ever-evolving nature of regulations and operational demands?</p><p>The <strong>Senior Manager, Fund Pricing</strong> provides leadership and supports partnership at the business unit and divisional level for business essentials including risk management, operational strategy, systems improvement prioritization, communication strategy, customer/vendor/peer relationships, resource alignment, people development, cost control, project management, business continuity and new business opportunities.</p><ul><li>Providing oversight, problem resolution, training, analysis, and reporting.</li><li>Crafting and delivering optimized, scalable processes with a focus on risk mitigation and compliance.</li><li>Supporting financial reporting audits using Fidelity systems and process validations.</li><li>Identifying, analyzing, and raising potential risks based on accounting practices and department policies.</li><li>Working across various document types to support different product lines with varying reporting requirements.</li><li>Connecting with partners to implement appropriate solutions.</li><li>Coordinating business unit-wide initiatives and sharing plans with key participants.</li><li>Implementing and assisting with directions set by senior leadership regarding new products and initiatives.</li><li>Note: Fidelity will not provide immigration sponsorship for this position. </li></ul><p><strong>The Expertise &amp; Skills You Bring</strong></p><ul><li>A bachelor's degree or at least 10 years of equivalent experience.</li><li>Exhibited experience in financial services, particularly in pricing and mutual funds.</li><li>Deep knowledge of equity, fixed income, and derivative instruments is a plus.</li><li>Ability to work independently and proficiently on multiple projects.</li><li>Effective partnering across service lines and with external auditors.</li><li>Strong analytical abilities to understand intricate requirements and develop pragmatic solutions.</li><li>Ability to resolve root causes of issues and guide staff towards resolutions.</li><li>Familiarity with automation tools and data validation methods.</li><li>Understanding of departmental system applications, including their capabilities and limitations, and an eagerness to accept innovative technology.</li></ul><p><strong>The Team</strong></p><p>Fund Operations team at Fidelity plays a crucial role in providing comprehensive accounting and pricing services for a wide range of products, including retail, institutional products, and ETFs. They support multiple asset managers and perform vital tasks such as maintaining books and records, pricing securities, and calculating net asset values, yields, and distribution rates.</p><p>If this role aligns with your career goals and expertise, it could be an incredible opportunity to join our fast-paced team and make a significant impact!</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>

5 Procurement / Operations Jobs in Merrimack, NH, USA