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<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.</p><p><strong>The Expertise and Skills We’re Looking For</strong></p><ul><li><p>College degree preferred or equivalent work-related experience.</p></li><li><p>Series 7 &amp; 63 required.</p></li><li><p>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</p></li><li><p>Your retirement plan record keeping and administration experience.</p></li><li><p>Your relationship management experience.</p></li><li><p>You have excellent verbal and written communication skills.</p></li><li><p>Your excellent organization and time management skills and attention to detail.</p></li><li><p>You have demonstrated problem-solving skills.</p></li><li><p>Your effective presentation skills, influence and negotiation skills.</p></li><li><p>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</p></li><li><p>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</p></li><li><p>Building client relationship to highest level of decision makers.</p></li><li><p>Planning and conducting effective in-person and/or phone meetings.</p></li><li><p>Makes thorough plans and preparations for client meetings.</p></li><li><p>Properly planning, influencing, and implementing Fidelity solutions to address needs.</p></li><li><p>Differentiating Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</p></li><li><p>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</p></li><li><p>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</p></li><li><p>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</p></li><li><p>Actively facilitating Investment Review meetings.</p></li><li><p>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</p></li><li><p>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</p></li><li><p>The MD is expected to own the client relationships for which they are accountable.</p></li><li><p>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</p></li><li><p>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</p></li><li><p>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Fidelity Investments

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p><strong>FCC Head of Investigations</strong></p><p><strong>Role Overview: </strong></p><p>Fidelity is seeking an executive to join FCC’s senior leadership team as the Head of Financial Crimes Investigations (FCI). The Head of FCI will report directly to the Head of the Financial Crimes Intelligence Unit and will be the accountable executive responsible for the operating design and implementation of controls designed to investigate potentially suspicious activity transaction monitoring alerts and internal/external escalations, and the filing of suspicious activity reports (SARs). The Head of FCI will oversee the execution and disposition of all financial crimes related investigations and will lead and provide direction to a team dispersed across multiple Fidelity sites.</p><p>The Head of FCI should be an innovative and strategic executive leader who is forward-thinking and capable of driving Fidelity’s FCC program toward sustainable future success. The ideal candidate will possess strong compliance, risk management, process and operational acumen with the ability to implement an environment of continuous program improvement in a fast-paced, highly regulated environment. This leader should also display the ability to anticipate business and market trends and utilize this information to develop long-term strategies that align with Fidelity’s risk profile, vision and goals.</p><ul><li><p>Regulatory Compliance – Implement and lead all aspects of the financial crimes investigations and SAR filing function program across Fidelity legal entities, proactively engaging with business leaders, internal stakeholders and regulatory agencies</p></li><li><p>Talent – Build and encourage an impactful team by evaluating, hiring and nurturing talent across a team of compliance and investigation professionals while developing needed skills and crafting a culture of inclusion.</p></li><li><p>Executive-Level Communication: Communicating with credibility and influence to build consensus and galvanize leaders to action by delivering clear, concise, and compelling messages</p></li><li><p>Metrics, Dashboards, Reporting – Focus on development, improvement and ongoing maintenance of key performance indicator (KPI) metrics, and oversight the production of regular reporting that provides insight to program health and operational efficacy to senior management, the FCI team and other internal stakeholders</p></li><li><p>Develop reporting, metrics and dashboards that constantly monitor adherence to service-level agreements (SLAs) designed to provide insight to program health at any point in time</p></li><li><p>Assists with internal and external audit and regulatory engagements, including timely issue follow-up/remediation</p></li><li><p>Partner with business leaders to promote a collaborative environment that helps the business meet its goals while ensuring compliance is always maintained</p></li><li><p>Ability to deftly balance risk management with business unit goals</p></li><li><p>Provide senior management, various committees, and governance councils with updates on the status of the FCI Program</p></li><li><p>Ability to work and learn quickly in a fast-paced, dynamic environment in the midst of constant competing priorities</p></li><li><p>Passionate about providing an unparalleled level of service to Fidelity business units and internal partners</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p>Deep securities industry knowledge with a comprehensive understanding of BSA/AML, Global Sanctions and Global Anti-Bribery and Corruption applicable laws and regulations</p><ul><li><p>10+ years of BSA/AML financial crimes compliance or comparable experience at a large financial institution, major consulting firm, regulatory agency, law enforcement, or a combination thereof</p></li><li><p>Experience in a senior financial crimes compliance role in the securities and/or asset management industry, with demonstrated ability to operate across diverse business units, innovative product sets, and a broad array of customer segments</p></li><li><p>Tech-savvy with proficiency in financial crimes compliance technologies, processes and workflows</p></li><li><p>Experience interacting and fostering productive relationships with regulatory agencies such as the SEC, FINRA, FinCEN and NYFDS</p></li><li><p>Certified Anti-Money Laundering Specialist (ACAMS)/Certified Fraud Examiner (CFE)/Certified AML and Fraud Professional (CAFP) is a plus</p></li><li><p>Active Series 7 and Series 24 securities licenses is a plus</p></li><li><p>Executive level presence and communication skills to effectively consult with and influence firm leadership on prudent courses of action</p></li><li><p>Proven track record of attracting, developing and inspiring successful teams and managing financial industry compliance operational functions designed for strict, ongoing compliance adherence</p></li><li><p>Collaborates through a proactive/constructive dialogue with senior management, peer leaders, committees, and regulators</p></li><li><p>Strong leadership skills that embody Fidelity’s Leadership Principles</p></li><li><p>Exceptional relationship management skills</p></li><li><p>Proven ability to effectively communicate complex business strategies to senior management, with experience in crafting compelling presentations for C-suite audiences</p></li><li><p>Ability to navigate sensitive situations and deliver messages with tact and diplomacy </p></li><li><p>Independent problem solver; accountable for, and skilled in, exercising sound judgment</p></li><li><p>High degree of integrity and strong work ethic; decisive with orientation toward results; positive demeanor</p></li><li><p>Ability to effectively and simultaneously identify, prioritize and address multiple issues and quickly respond to competing priorities and shifts in priorities</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team: </strong></p><p>Fidelity has long believed that it plays a critical role in the protection of the United States financial ecosystem and has consistently endeavored to be proactive in doing so. Fidelity’s Financial Crimes Compliance (FCC) team supports all Fidelity business units (BUs) and is responsible for the execution of controls and processes designed to achieve strict adherence with applicable Bank Secrecy Act (BSA), USA PATRIOT Act (USPA), economic sanctions and anti-bribery and corruption laws and regulations. FCC operates a suite of controls on behalf of Fidelity businesses by harnessing analytics, intelligence, technology, surveillance, and investigation capabilities.</p>The base salary range for this position is $118,000-226,000 USD 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Security

FCC Head of Investigations

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 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><br>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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Lincoln Center, NY

<h3>Job Description:</h3><p><strong>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.<br> </strong></p><p><strong>How Your Work Impacts the Organization</strong></p><p><strong>Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</strong></p><p><strong>The Expertise You Have </strong></p><ul><li><strong>Require associate in this role to hold Series 7 &amp; 63 licenses</strong></li><li><strong>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</strong></li><li><strong>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required</strong></li></ul><p><strong>The Value You Deliver </strong></p><ul><li><strong>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s 'trusted advisor.'</strong></li><li><strong>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</strong></li><li><strong>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</strong></li><li><strong>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</strong></li><li><strong>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</strong></li><li><strong>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</strong></li><li><strong>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</strong></li><li><strong>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</strong></li></ul><p><strong>Strategic Book Management</strong></p><ul><li><strong>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</strong></li><li><strong>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</strong></li><li><strong>Differentiates Fidelity's benefits approach against competitive benefit solutions.</strong></li><li><strong>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</strong></li><li><strong>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</strong></li><li><strong>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</strong></li><li><strong>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</strong></li><li><strong>Provides analysis and advice to resolve the needs of internal/external customers.</strong></li><li><strong>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</strong></li><li><strong>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</strong></li></ul><h3>Certifications:</h3>Series 06 - FINRA, Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

VP, Managing Director, 401K Relationship Manager

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Planning Consultant - Charlotte South, NC

<h3>Job Description:</h3><h3><strong>CONSULTANT, BUSINESS ANALYST – Fidelity Health Data Enablement &amp; Reporting</strong></h3><p>As a Business Analyst Consultant, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with a Product Owner (Squad Leader) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!</p><p><strong>The Team </strong></p><p>The Business Analyst (BA) is part of the Fidelity Health Customer Solutions Chapter (team), which supports product development across multiple health care domains. The BA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement product and service features in health care applications from inception to delivery. Your squad will focus on developing Year-round health planning, creating participant personalization, all while simplifying our site interaction to increase engagement!</p><p><strong>The Expertise You Have </strong></p><ul><li>Bachelor’s degree required; Master’s degree preferred</li><li>Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development</li><li>6+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with demonstrable ability to work across multiple multi-functional teams</li><li>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool</li><li>Experience with Data analysis, SQL or basic database concepts is a plus</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Skilled at translating business vision into defined and prioritized user stories for team’s backlog</li><li>Ability to understand complex customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team</li><li>Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features</li><li>Look for opportunities to innovate and take thoughtful risks to get work done better and faster</li><li>You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals</li><li>Highly organized and have a proven ability to prioritize and work under tight deadlines</li><li>Skilled at building relationships, fostering strong teams, and influencing others</li><li>Self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies</li><li>Strong desire to learn and develop additional skills and expertise over time, as well as drive process improvement</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Working in a Scrum Agile environment to deliver software</li><li>Leading and conducting business analyses to formulate and make recommendations</li><li>Creating, documenting, and leading scrum team backlog (writing user stories / acceptance criteria, supporting prioritization, running refinement sessions, etc.)</li><li>Collaborate with business partners, development teams, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle</li><li>Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication</li><li>Prioritize multiple initiatives and business analysis tasks at the same time</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Senior Manager, Product Development

<h3>Job Description:</h3><p>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Branch Leader - Salt Lake City, UT

<h3>Job Description:</h3><h3>As a <strong>Consultant </strong><strong>Business Analyst</strong>, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with a Product Owner (Squad Leader) and technology teams to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!</h3><h3><strong>The Team </strong></h3><p>The Business Analyst (BA) is part of the Fidelity Health Business Analyst Chapter (team), which supports product development across multiple health care domains. The BA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement product and service features in health care applications from inception to delivery. These squads will continue to bring new Healthcare capabilities to many of our core platforms! </p><p>This role covers various requirements, including expertise in the healthcare domain, proficiency in data analysis, and essential skills in core software product development.</p><h3><strong>The Expertise You Have </strong></h3><ul><li>Bachelor’s degree required</li><li>6+ years <strong>software Development Business Analyst</strong> experience, ideally working in an Agile Scrum environment, with demonstrable ability to work across multiple multi-functional teams or Master’s degree in related filed with solid software product development skills.</li><li>Solid understanding industry experience in health care and/or benefits administration and/or product development preferred.</li><li>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Solid grasp of the architecture and deployment needed to support web development</li><li>Interact closely with Subject Matter Experts and stakeholders across Fidelity Health Benefits domain to elicit Product requirements and support post production support</li><li>Experience in user interface (UI) design for tools and dashboards and experience collaborating with UX/UI designers to translate business needs into interfaces is a plus</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool and Confluence.</li><li>Proficient in SQL for querying databases and Familiarity with DBeaver or another SQL query tool. Strong data analysis and data interpretation skills. Experience with data mapping is a plus</li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification is a plus</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3><strong>The Skills You Bring</strong></h3><ul><li>Skilled at translating business vision into defined and prioritized user stories for team’s backlog</li><li>Ability to understand complex customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team</li><li>Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features</li><li>Look for opportunities to innovate and take thoughtful risks to get work done better and faster</li><li>Excellent listening, communication (verbal and written), and presentation skills</li><li>You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals</li><li>You are highly organized and have a strong ability to prioritize and work under tight deadlines</li><li>Skilled at building relationships, fostering strong teams, and influencing others</li><li>You are a self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies</li><li>Strong desire to learn and develop additional skills and expertise over time, as well as drive process improvement</li><li>You have excellent business judgement and maintain confidentiality of all data</li><li>Providing consulting, support, and guidance to leadership, squad members, and other relevant partners to influence culture and behaviors</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Working in a Scrum Agile environment to deliver software products</li><li>Leading and conducting business analyses to formulate and make recommendations</li></ul><ul><li>Identifying and defining solutions to business problems, through creation and documentation of systems and process specifications</li><li>Creating, documenting, and leading scrum team backlog (writing user stories / acceptance criteria, supporting prioritization, running refinement sessions, etc.)</li><li>Collaborate closely with business partners, development teams, external vendors, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle</li><li>Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication</li><li>Prioritize multiple initiatives and business analysis tasks at the same time</li></ul><p><strong>Company Overview</strong></p><p>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 <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences. For information about working at Fidelity, visit <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">Fidelitycareers.com</a></p><p><em>Fidelity Investments is an equal opportunity employer.</em></p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Consultant Business/System Analysis

<h3>Job Description:</h3><p><strong>The Role</strong></p><p><br>The Head of FMAX Distribution leads the integrated sales strategy and execution for Fidelity’s FMAX platform across Relationship Management and Advisor Sales teams. This role drives advisor adoption, client growth, and platform expansion through strategic planning, performance oversight, and cross-functional alignment. As a senior leader, they ensure operational excellence, foster talent development, and represent FMAX in key client and industry engagements.</p><p><em>Strategic Leadership &amp; Sales Execution​ </em></p><ul><li><p>Develop and own the integrated sales strategy for FMAX across RM and Advisor Sales teams, including segmentation, territory planning, and vertical-specific approaches. ​</p></li><li><p>Align distribution efforts with broader Fidelity initiatives, ensuring consistency and scalability across IWMS and FI channels.​</p></li><li><p>Drive advisor engagement and platform adoption through coordinated field and desk sales efforts, strategic</p></li></ul><p><em>Client &amp; Partner Engagement​</em></p><ul><li><p>Represent FMAX at advisor conferences and industry events, articulating Fidelity’s managed solutions strategy and value proposition.​</p></li><li><p>Manage strategic relationships, including Envestnet, to ensure platform alignment and joint execution.​</p></li><li><p>Serve as the voice of the client, channeling feedback into product enhancements and roadmap decisions in partnership with Product Leaders.​</p></li></ul><p><em>Performance Management &amp; Talent Development​</em></p><ul><li><p>Lead, coach, and develop high-performing RM and Advisor Sales teams, fostering a culture of collaboration, innovation, and continuous improvement.​</p></li><li><p>Implement and oversee performance scorecards, flash reporting, and business reviews to monitor team effectiveness and drive accountability.​</p></li><li><p>Promote Fidelity’s managed solutions through internal referrals, lead conversion strategies, and advisor activation initiatives.​.​</p></li></ul><p><em>Business Management Leadership​</em></p><ul><li><p>Ensure operational excellence in lead conversion, deployment processes, and client transitions—especially for MAS and ENV Direct.​</p></li><li><p>Manage client-level P&amp;L, pricing strategy, and profitability analysis to inform growth decisions and optimize economic outcomes.​</p></li><li><p>Balance leadership focus with business operations, including cross-functional coordination and strategic planning</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.</p></li><li><p>Series 7 &amp; 63 licenses required (pass within 90 days)</p></li><li><p>15+ years of financial services experience</p></li><li><p>Willingness to travel 60% Nationally</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!</p>The base salary range for this position is $70,000 - $175,000 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><br>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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Vice President, Head of FMAX Distribution

<h3>Job Description:</h3><p>Within Fidelity’s Enterprise Technology Artificial Intelligence Center of Excellence (ET AI CoE), you will help shape the next generation of AI at Fidelity, designing and building critical AI capabilities and services that will benefit institutional and retail clients for years to come. You’ll engage directly with business partners to navigate the complexities of artificial intelligence, advanced analytics, and machine learning, delivering scalable, production-ready solutions that drive customer and business value.</p><p>As a Principal Data Scientist, you will be a hands-on technical leader and mentor, guiding standard processes across NLP, speech analytics, and generative AI model development. You’ll join a team passionate about innovation, working with modern cloud and open-source technologies while solving some of the financial industry’s most exciting data challenges.</p><p><strong>The Team</strong></p><p>Our AI team propels Fidelity forward by researching, developing, and scaling sophisticated AI algorithms, models, frameworks, platforms, and technologies that transform customer experiences and drive measurable business outcomes. As a Principal Data Scientist, you will play a vital technical leadership role: mentoring and uplifting other engineers, building collaborative partnerships, and setting the tone for quality and innovation. Our diverse group draws on multidisciplinary strengths: Data Science, ML engineering, software, and domain expertise to continually advance Fidelity’s position at the forefront of applied AI.</p><p><strong>The Expertise You Bring</strong></p><ul><li><p>Advanced degree or equivalent experience (Master’s or PhD) in Computer Science, Machine Learning, Data Science, Engineering, or a related field, or equivalent practical experience.</p></li><li><p>Experience designing, building, and deploying AI/ML models in production environments, with deep understanding of MLOps standards (scalable architectures, reproducibility, monitoring, CI/CD, and compliance).</p></li><li><p>Extensive hands-on expertise with:</p><ul><li><p>Natural Language Processing (NLP) and computational linguistics, including entity recognition, text summarization, and conversational analytics.</p></li><li><p>Programming in Python (primary), with experience in modern ML libraries (PyTorch, transformers, etc.).</p></li><li><p>Cloud-based workflows (AWS SageMaker, Bedrock, Athena, Snowflake).</p></li><li><p>RAG pipelines for retrieval-augmented generation, enabling context-aware responses and integration of external knowledge sources.</p></li></ul></li></ul><ul><li><p>Demonstrated technical leadership: mentoring and upskilling data scientists, conducting peer code/design reviews, driving architectural decisions, and championing engineering excellence.</p></li><li><p>Ability to communicate complex technical topics clearly and persuasively to both technical and non-technical partners (including strong technical writing/documentation skills).</p></li><li><p>Experience working with audio data pipelines, speech recognition (ASR), audio-to-audio processing, and conversational AI (including dialogue systems, call transcription, or voice assistants).</p></li><li><p>Experience with modern real-time and streaming data technologies (such as Apache Kafka, AWS Kinesis, Apache Pulsar, or cloud-native event streaming platforms).</p></li><li><p>Hands-on CUDA/GPU optimization experience for accelerating AI/ML workloads.</p></li><li><p>Ability to decompose research or tactical deliverables into modular, reusable, strategic capabilities/services.</p></li><li><p>Excellent communication and presentation skills while being comfortable collaborating in team settings.</p></li></ul><p><strong>The Value You Deliver</strong></p><p>You will be a trusted AI partner helping business, product, and engineering partners translate business requirements into real-world next-generation AI-driven solutions. The ideal candidate combines expert open-source AI/ML modeling with hands-on technical experience to build algorithms, models and, occasionally, applications that surface insights and deliver value (revenue and/or cost saving benefits, customer experiences/journeys, and increased efficiencies through automation/optimization).</p>The base salary range for this position is $126,000-255,000 USD 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

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