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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 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>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><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Seattle, WA

<h3>Job Description:</h3><p>Investment Consultant</p><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><p>The Purpose of Your Role</p><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><p>The Expertise We’re Looking For</p><p>· Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p><p>· Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p><p>· Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p><p>· Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p><p>· Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p><p>The Skills You Bring</p><p>· You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p><p>· Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p><p>· You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p><p>Our Investments in You</p><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><p>The Value You Deliver</p><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<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>

Investment Consultant - Dunwoody, GA

<h3>Job Description:</h3><h3>Vice President Wealth and Brokerage Platform Sales Job Description:</h3><p>Do you want to work for a fast paced organization where people make the difference? Are you an experienced sales professional with a successful track record of business development?</p><p>Fidelity Clearing &amp; Custody Solutions® has $2.3T in AUA and services about 4,100 clients and more than 6 million accounts that provides a comprehensive wealth platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. The business goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, outstanding people and progressive technology.</p><h3>The Purpose of Your Role</h3><p>The Vice President Wealth and Brokerage Platform Sales is primarily responsible for managing a defined set of clearing and custody prospective clients and influencers in the broker dealer, bank, and retirement segments. The role focuses on engaging prospects and converting them to clients. The ideal candidate will be an experienced financial service executive with a consistent sales track record. This role demands a strong business acuity, consulting framework, sales skills expertise and knowledge of operations and technology.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree required</li><li>At least 10 years of industry exposure to financial services</li><li>Consulting</li><li>Business development</li><li>Fin Tech</li><li>Series 7 and 63 required or attained within 90 days of hire</li><li>A comprehensive understanding of the wealth management clearing marketplace including technology, investment products, capital markets and operations.</li><li>Ability to travel extensively</li></ul><h3>The Value You Deliver</h3><ul><li>Running the entire sales process from developing an opportunity, understanding the transformation needs of the prospect, delivering presentations and leading the overall due diligence and contract process.</li><li>Developing a strategic business plan with key markets, influencers and specific prospects.</li><li>Working in a team environment with subject matter authorities to help close business</li><li>Representing Fidelity with the integrity, knowledge, and value that is consistent with its brand and culture</li></ul><h3>The Skills You Bring</h3><ul><li>Comfort interacting, engaging and delivering value with the C–Suite</li><li>A consistent record of success in a strategic sales business to business environment and an understanding of sophisticated sales processes</li><li>Outstanding ability to build and manage relationships through demonstration of competency, partnership and strategic thought.</li><li>Strong ability to negotiate and close client contracts</li><li>Effective communication skills and an approach to proactively build client interactions</li><li>Detailed knowledge of the financial service industry, with specific expertise in clearing</li><li>Strong influence skills and creativity</li></ul><p>Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.</p>The base salary range for this position is $100,000 - $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>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><h3>Certifications:</h3><h3>Category:</h3>Sales

Vice President, Sales

<h3>Job Description:</h3><p>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep analytical expertise to support internal initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li>Bachelors or equivalent with 5+ years of experience.</li><li>In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.</li><li>Experience working with data environments and strong knowledge of SQL to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li><li>In-depth knowledge of statistical and Machine Learning methods and approaches, a plus</li><li>Proficiency in Python or R, a plus</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>You will serve as Senior Manager for analytics &amp; insights work on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform-enabled and capability-led Digital Future to benefit our clients &amp; participants.</p><p>You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our digital channels.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have a working knowledge of analytic technology software, platforms, and languages (e.g. SQL, R, Python, Tableau, PowerBI, Adobe Analytics, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints</li><li>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience</li><li>You understand how to leverage qualitative data to identify opportunity areas.</li><li>You have the ability to think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Developing and delivering analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<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>

Senior Manager, Data Analytics & Insights

<h3>Job Description:</h3><p><strong>Job Description</strong></p><p>The Fraud Risk and Control’s (FRC) Debit Card Team is responsible for ensuring that the Fraud Program for Fidelity’s Debit Card portfolios are effectively protecting customers and Fidelity from the risk of fraud while delivering a remarkable customer experience. As a Director in the Debit Card Fraud Team, you will be responsible to support the design and oversight of the Debit Card Fraud Management Program as well as to support Debit Card related strategic initiatives with fraud control subject matter expertise. You will deliver value to the team by providing analytical insights, fraud control and debit card subject matter expertise as well as participating in the daily operation of the team to prevent and detect fraud and mitigate its impact. Specifically, you will:</p><ul><li>Design dashboards, reports and Key Performance Indicators and monitor that fraud losses, customer experience and costs are within the company’s expectations.</li><li>Use data to generate insights, interpret trends and support root cause analysis.</li><li>Support strategic changes and initiatives by designing and specifying fraud controls and ensure their effective implementation.</li><li>Develop policies and procedures, conduct reviews to manage and mitigate fraud.</li><li>Liaise and collaborate with key partner teams to ensure effective fraud controls are in place for the Debit Card Portfolios.</li><li>Influence the broader strategic decisions of the Debit Card Product Team by providing fraud control insights and communicate the priorities of the FRC team.</li><li>Collaborate with partner teams to respond to fraud events, mitigate risk and customer impact.</li></ul><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Batchelor degree in economics, finance, data or computer science or similar technical fields,</li><li>10+ years of work experience in finance and fraud or related fields</li><li>Proven experience in fraud management for payment cards in financial services industry</li><li>Familiarity with current trends and risks in the Payment Card Industry and debit cards specifically</li><li>Hands on experience in generating analytical insights from large scale data using python and SQL or similar programming languages</li><li>Experience in project management and problem solving in complex environment.</li><li>Familiarity with process mapping, control design and fraud investigations</li><li>Excellent communication skills and ability to collaborate with a diverse set of key stakeholders</li></ul>The base salary range for this position is $103,000-$218,000 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><h3>Category:</h3>Data Analytics and Insights

Director, Debit Card Fraud Risk

<h3>Job Description:</h3><h3><strong>Director, SAI Platform Management</strong></h3><h3><strong>The Role</strong></h3><h3>The Director of Platform Management will work closely with the SAI Investment Management, Trading, Operations, Data, Product and Technology teams supporting and directing a range of projects with diverse scope and complexity. In this dynamic role, this individual will ensure the requirements of SAI are articulated and delivered and will manage the delivery and roll-out of new products, infrastructure changes and new services/capabilities.</h3><h3>To be successful, candidates must have an ability to identify and articulate issues; analyze and resolve problems; track all aspects of a multi-month Platform (requirements/testing/transition), and communicate effectively with many levels of Investment Services, Investment Management, Product, and Technology</h3><h3><strong>Primary Responsibilities</strong></h3><ul><li><h3>Build and maintain strong relationships at multiple levels with key internal and cross company business partners, serving as an advocate for SAI throughout the organization</h3></li><li><h3>Lead comprehensive, end-to-end scale program to identify, forecast, and mitigate operational and infrastructure challenges within SAI and its partner ecosystem. Accountable for tracking and guiding multi-year strategic initiatives focused on scale across SAI and our business partners.</h3></li><li><h3>Coordinate with technology and business partners (SAT, FCM, Bloomberg, etc.) and the Head of SAI Trading to develop and refine the SAI trading infrastructure vision, roadmap, and priorities.</h3></li><li><h3>Serve as primary Platform management lead for initiatives in the Trading space.</h3></li><li><h3>Drive critical initiatives from analysis/design phase through requirements gathering, development, testing and implementation</h3></li><li><h3>Oversee the successful delivery of projects, ensuring alignment with SAI’s requirements, quality standards, and timely decision-making</h3></li><li><h3>Monitor progress across projects, managing deadlines, budgets, risks, and resources effectively</h3></li><li><h3>Ensure clear and consistent reporting to stakeholders through appropriate management communications</h3></li><li><h3>Resolve escalated issues and ensure smooth execution at all phases of an initiative</h3></li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><h3>7+ years working experience</h3></li><li><h3>Bachelor’s degree required</h3></li><li><h3>Broad-based investment industry experience and proven analytical skills; systems development projects, business analysis and systems analysis</h3></li><li><h3>Experience with equity trading infrastructure including Execution Management Platforms, FIX protocol, settlement, and allocation environments.</h3></li><li><h3>Experience in Asset Management or with managed accounts preferred</h3></li><li><h3>Proficient with Microsoft Office suite; ability to produce executive-level PowerPoint presentations and manipulate data using Excel</h3></li><li><h3>Proven relationship management and strong communications skills</h3></li><li><h3>Ability to coach and mentor associates of varied experience and diverse backgrounds</h3></li><li><h3>Strong team orientation; commitment to excellence; attention to detail</h3></li><li><h3>History of successfully leading transformation initiatives, translating strategies into specific goals, action plans and deliverables. </h3></li></ul><h3><strong>Strategic Advisers</strong></h3><h3>Through Fidelity’s mission to deliver the best client experience in the financial services industry – Strategic Advisers (SAI) aims to bring simplicity to clients’ complex needs through personalized, scalable solutions. SAI is the end-to-end investment management team for Fidelity’s managed accounts business, providing scalable, personalized investment solutions for Fidelity’s clients across the Personal Investing, Workplace Investing, and Fidelity Institutional channels. SAI is a rapidly growing organization, currently managing over $1T in assets across 3.6M client accounts.</h3>The base salary range for this position is $100,000-$169,000 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><h3>Category:</h3>Program/Project Management

Director, SAI Platform Management

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>As a Director within the WI Internal Analytics, Insights and Reporting team this person will be focused on applying their deep analytical expertise and communication skills to support and build relationships across teams and stakeholders in support internal analytic initiatives &amp; projects. You will partner to develop technical, data-driven solutions and translate these solutions into actionable business insight for stakeholder decision-making. You are the analytical expert and data storyteller providing contextualized insights to effectively communicate narratives and visualizations. The insights you provide will support the creation, management, and achievement of business objectives along with new focus areas and success measures. In providing useful insights you will help articulate future vision and influence roadmaps.</p><h3><strong>Expertise you Have and Skills You Bring</strong></h3><ul><li>Ability to think strategically, test hypotheses, challenge assumptions and provide thought leadership</li><li>Outstanding analytical skills. Ability to break down sophisticated questions and supporting data into well-structured analyses</li><li>Ability to manage sophisticated projects across teams, and exercise influence and autonomy along with shifting priorities and timelines.</li><li><em>Ability to think and work across Fidelity </em></li><li>Act as a connection point to other analytical teams within WI and other BUs, form positive relationships to lead and influence cross-functional teams</li><li>Ability to coach and guide analysts across WI and other BUs</li><li>Experience in interacting with leaders at all levels of the organization and craft executive level presentations to tell the data story</li><li>In-depth knowledge of how to leverage data to drive better business decisions through statistical, econometric modeling, and machine learning methods and approaches</li><li>Proficiency in verbal / written communication and with presentation tools, including the Microsoft Office suite and ThinkCell, Tableau or PowerBI</li><li>Expert at synthesizing data / trends to develop key insights / storylines that help to effectively connect with leaders</li><li>Ability to leverage web and app analytics to bridge digital user behavior with offline actions, translating insights into measurable business outcomes</li><li>Experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints</li><li>Ability to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>Expertise in mapping and analyzing end-to-end customer journeys to uncover opportunities for optimization and improved user experience</li><li>Bachelor’s degree required, MBA or Masters in a quantitative field preferred</li><li>Prior experience working in a role requiring working across functions and business units (desired)</li><li>Proficient in SQL and either Python or R</li><li>Should be highly organized, curious, self-motivated with strong leadership skills and ability to prioritize multiple tasks simultaneously.</li><li>Agility in adapting to new and changing business areas and taking initiative to drive projects forward in a sophisticated, cross-functional working environment</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<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>

Director, Data Analytics and Insights

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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>

Financial Consultant - Richmond, VA

<h3>Job Description:</h3><p><strong>Job Title: Lead - Advanced Data Analytics &amp; Insights</strong></p><p>Drive targeted business outcomes, with measurable value, through compelling insights and actionable recommendations delivered in close collaboration with business partners</p><p><strong>The Purpose of This Role</strong></p><p>This position will be on FI’s Data Analysis &amp; Insights Chapter. The role requires the individual to work consultatively with platform teams, product managers, service &amp; operations, and client-facing leaders to influence design and development of BI solutions, drive insight delivery through focused business analysis, lead with outcomes measurement off the intelligence, and introduce innovative BI and advanced analytics to the chapter. Additionally, the role entails understanding key business issues, analyze data and provide actionable recommendations to the business teams to enable data driven strategic decision making.</p><p><strong>The Value You Deliver</strong></p><ul><li><p>Working collaboratively with partners across analytics, business, operations and product teams to rapidly grow the adoption of data-driven insights</p></li><li><p>Applying data analytics concepts to produce actionable insights from the data to answer strategic questions and unearth new opportunities</p></li><li><p>Enabling the firm to make data-driven decisions to be able to provide best-in-class client experience, achieve multi-year goals and become a leading insights provider</p></li><li><p>Collaborate within other analytics teams to enhance the quality and value of team deliverables</p></li><li><p>Leverage the firm’s data assets, partner with innovative groups to push the development of scalable and reusable solutions</p></li></ul><p><strong>The Skills that are Key to this role</strong></p><p><strong>Technical / Behavioral</strong></p><ul><li><p>Strong understanding of relational as well as dimensional database models and ability to query data from databases through SQL / Snowflake</p></li><li><p>Proven experience in analyzing data in Python (using descriptive/predictive and/or other techniques) to produce actionable insights</p></li><li><p>Proven experience in BI tools like Tableau and/or PowerBI for building dashboards or adhoc analyses</p></li><li><p>Good track record of ideating and delivering on advanced analytics use cases such as hypotheses testing, experimentation &amp; measurements, regression, forecasting and classification.</p></li><li><p>Ability to work in a timeline-driven agile environment</p></li><li><p>Curiosity and will to continuously learn about the business and domain they’re working on, as well as the ability to scan and connect dots from other engagements</p></li><li><p>Willingness and ability to lead projects from initiation to conclusion</p></li><li><p>Effective business communication and presentation skills, both on the written and spoken side</p></li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>The DA&amp;I Chapter works with business partners across multiple Fidelity Institutional Business units, including Products &amp; Advisory Solutions, Client Relationship Group, and Client Experience. The FI Analytics domain is spearheading the design, development, and deployment of our BI solutions. This effort would be instrumental in making sure the business has the most effective insights, delivered through efficient solutions that meet the current and future needs of the business.</p><p><strong>The Expertise We are Looking For</strong></p><ul><li><p>Hands-on experience of 3 - 6 years in the design, development, and deployment of business intelligence solutions</p></li></ul><p><strong>Location:</strong> Chennai / Bangalore - EGL</p><p><strong>Shift timings: </strong>11:00 AM - 8:00 PM IST</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Lead - Advanced Data Analytics & Insights

<h3>Job Description:</h3><p><strong>Vice President, Asset Class Lead -- Alternatives Compliance Team</strong></p><p><strong>The Role</strong></p><p>Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound mentorship and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry. Your responsibilities include:</p><ul><li>Actively participate in the development and support of an Alternatives compliance program and be the lead compliance subject matter expert for liquid alternatives</li><li>Provide ongoing management of Alternatives compliance program as one of the AMC subject matter experts in Alternatives compliance team</li><li>Support Compliance Operations, Reporting and Data considerations</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><p><strong>Expertise You Bring</strong></p><ul><li>Minimum years of work experiences: Bachelors or equivalent with 12+ years of asset management compliance experience or Masters with 10+ years of asset management compliance experience;</li><li>Strong background in fund formation for alternatives as well as operational, distribution, and compliance matters;</li><li>Experience with various asset classes including hedge funds, managed futures funds, liquid alternatives, Business Development Companies, private equity, private credit, real estate;</li><li>Solid understanding of the asset management laws and regulation, including the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Commodity Exchange Act of 1936, the Commodity Futures Modernization Act of 2000, the related SEC, CFTC and NFA rules and regulations as well as knowledge of industry practices relating to alternative investments.</li></ul><p><strong>Primary Responsibilities</strong></p><ul><li>As one of the AMC subject matter experts and member of the Alternatives compliance team provide oversight and guidance to investment teams and business leaders as Fidelity grows its alternatives business through:</li></ul><p>•  the development and evolution of an Alternatives compliance programs;</p><p>•  support Alternative’s investment strategies, partnering with internal leadership and product development teams;</p><p>•  ongoing management of Alternatives compliance program as one of the AMC subject matter experts.</p><ul><li>Support the product development groups as well as the various stakeholders including Legal, Treasurers Office, AM Risk in launching new alternatives offerings (assess compliance impacts to new offerings, review of offering docs);</li><li>Develop and maintain a robust compliance program that fits and evolves around the Alts businesses (policies enhancements, new procedures);</li><li>Assists with the growth and development of the compliance team;</li><li>As an asset class lead, be a compliance point of contact for various Fidelity teams engaged in Alternative’s business lines;</li><li>Provide oversight and guidance to investment teams and business leaders of the Alts business (co-investment requirements, season &amp; sell, VCOC, etc.);</li><li>Provide compliance support and oversight of various aspects to Fidelity’s registered and private funds and investment advisory services;</li><li>Support the alternatives compliance review of marketing materials;</li><li>Provide oversight as one of the leaders and the contact person for the investment teams on matters involving conflicts management.</li></ul><p><strong>The Team</strong></p><p>The Alternatives Compliance team is a part of AMC and provides oversight and guidance to investment teams and business leaders as Fidelity grows and evolves its Alternatives business. Team is responsible for developing and maintaining a robust compliance program that fits and evolves around the Alternatives business and provides compliance support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, and hybrid funds, insurance-related products. We also support Fidelity Alternatives Funds Board. We interact frequently with Fidelity portfolio management teams and product development groups as well as Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations.</p>The base salary range for this position is $123,000-$207,000 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><h3>Category:</h3>Compliance

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