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<h3>Job Description:</h3><h3>Investment Consultant</h3><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><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><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></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Outstanding consultative selling and organizational skills</p></li><li><p>In a team-based, fast paced environment you take initiative and exceed expectations</p></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><p>Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets</p></li></ul><ul><li><p>With our open architecture, you offer a wide broad range of financial solutions</p></li><li><p>Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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>

Fidelity Investments

Investment Consultant - Troy

<h3>Job Description:</h3><p><strong>Financial Services Representative </strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong>What to expect…</strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul><p><strong>Advantages of our career development experience…</strong></p><ul><li><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul><p><strong>The expertise we’re looking for…</strong></p><ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul><p><strong>Our Investments in You</strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<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>

Financial Services Representative - Columbus, OH

<h3>Job Description:</h3><p>The Role</p><p>Fidelity Digital Assets ® is focused on bringing industry-leading digital asset custody and trading services to its clients. We are seeking a Senior Manager in Customer Service to join our team! This person will be responsible for team management/supervision oversight of day-to-day service and operational activities of mentorship and development. We need a leader who will partner with the broad management team to help enhance and develop functional capabilities. Effective risk management/mitigation, ability to handle complex processes, and leading cross-functional projects are also elements of the Senior Manager’s role and responsibilities. To be effective, you will work closely with Digital Assets Operations, LRC, and the leadership teams to ensure understanding of client service and operational needs as well as to ensure overall satisfaction and loyalty. With your knowledge and commitment, you will become a collaborative and resourceful leader within the Digital Assets team, sharing best practices and driving successful results!</p><p><em><strong>Working Hours:</strong> Standard business hours with periodic need to cover evenings, weekends, and holidays</em></p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>Bachelor’s degree or equivalent with 8+ years of experience or Master’s with 6+ years of experience</p></li><li><p>Significant people management and leadership experience, ideally in a financial operations setting – coaching, performance, escalation, and oversight of daily functions</p></li><li><p>Working knowledge of service model organization, tools, and structure</p></li><li><p>Proven project management &amp; decision-making skills</p></li><li><p>Experience guiding teams through change as the work continues to evolve</p></li><li><p>Experience using, analyzing, and improving operational workflows in a highly controlled environment</p></li><li><p>Track record of building and driving a positive team culture</p></li><li><p>Experience leading projects with functional impact</p></li><li><p>Experience with oversight and supervision of complex operational processes</p></li><li><p>Your ability to quickly understand complex topics and effectively communicate those to all levels of the organization</p></li><li><p>Your ability to think analytically and deliver solutions to complex challenges</p></li><li><p>Your excellent interpersonal, verbal, and written communication skills</p></li><li><p>Your ability to guide the team through regular change as business priorities change</p></li><li><p>Your innovative ideas and outside the box thinking in support of growing/scaling new business</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team </strong></p><p>A subsidiary of Fidelity Investments, Fidelity Digital Assets® provides an institutional-grade digital asset experience that incorporates the history, principles, and expertise of a traditional financial institution. The business is uniquely built for institutional investors and offers secure custody, integrated trading, and 24/7 support in the digital asset ecosystem. Established in 2019, Fidelity Digital Assets develops products and solutions that scale with investors’ needs, allowing clients to navigate digital assets with confidence. Learn more at <a href="http://www.fidelitydigitalassets.com" target="_blank">www.fidelitydigitalassets.com</a>. </p><p>Fidelity Digital Asset Services is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. This role represents an exciting opportunity to help launch Institutional relationship capabilities within the business and help bring the vision for the future to life.</p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<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, Fidelity Digital Assets Customer Service

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Digital Solutions Business Analysts are pivotal in partnering with business sponsors, co-leading key initiatives and translating customer and business needs into actionable solutions that deliver tangible value for our customers across digital experiences.</p><p>As a Digital Solutions Business Analyst, you will:</p><ul><li>Identify and document the needs of customers, stakeholders, and project goals. Analyze these requirements to ensure they align with business objectives and are feasible within the project’s scope.</li><li>Create detailed user stories that outline specific functionalities from the end-user’s perspective. Define acceptance criteria that determine when a user story is considered complete and ready for release.</li><li>Lead engagement with Legal, Risk, and Compliance to ensure project requirements and solutions meet legal and regulatory requirements and minimize potential risks to the firm.</li><li>Conduct business acceptance testing to ensure that the solutions meet the defined requirements. Validate that the product functions as expected and address any issues before deployment.</li><li>Develop and implement strategies for introducing new products or features to customers. Plan the rollout process to minimize disruption, maximize learning, and ensure a smooth transition for users.</li><li>Analyze customer data and feedback to gauge the effectiveness of solutions and identify areas for improvement. Report findings to stakeholders to inform future project decisions and strategies.</li><li>Provide a deep understanding of how the digital product works. Document and explain these concepts clearly, bridging the gap between business, design, and development teams.</li></ul><p><strong>The Expertise and Skills you Bring</strong></p><ul><li>Bachelor's degree required.</li><li>8+ years of business analysis experience (or Masters with 6+ years of experience), including experience with successful development and delivery of digital solutions.</li></ul><ul><li>Demonstrated interest in digital user experience and industry trends. </li><li>Ability to communicate and collaborate effectively across multiple teams and stakeholders to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making.</li><li>Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Digital Solutions Chapter members are passionate about bringing together people, process, and technology to serve our growing customer base. Chapter members share a set of core product management and analytical skills, along with differentiating skills that are suited to the squad to which they are aligned.</p><p>This role is aligned to a squad within the Digital Channels Product Area, which manages and maintains the user experience, technology stack, and product lifecycle of our Web and Mobile retail customer experiences. </p><p>As a member of the Digital Solutions team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact.</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>

Senior Business Analyst, Digital Solutions

Lead the creation and deployment of defined and structured processes to support evolving and maintaining the cyber risk management program. Work across the BCBSA organization to align cyber risk management with the organization's goals and outcomes. Utilize both analytical and qualitative assessment approaches to identify, assess, and develop appropriate mitigation plans and strategies. Apply experience to effectively manage cyber risk at technical and non-technical levels to help the organization understand where and how to maintain target business risk tolerance. Support IT and information security leadership in making risk informed decisions and shaping the future direction of BCBSA's cybersecurity program. Assess internal and third-party supplier risks, realistically translate them for both technical and non-technical audiences, and clearly articulate recommended actions and organizational impact.Responsible for providing Cyber Risk leadership and subject matter expertise on all assigned projects. Responsible for identifying day-to-day task assignments and providing technology and project management guidance on deliverables. Validates and ensures Cyber Risk requirements are thorough, testable, detailed, concise and traceable. Accountable for project deliverables, estimates, project team-structures, technical artifacts, and engagement of all project stakeholders.Responsible for project planning, budget approvals, estimation and management for all project deliverables, collaborates with Service Delivery managers as appropriate. Proficient in implementing cyber risk processes, leads teams to attain goals, pursue excellence and establish discipline specific best-practices. Responsible for driving all project decisions, strong ability to make timely decisions and establish project governance. Collaborates with other team-members, peers and builds trust, exhibits sense of urgency, biased for action and possesses good follow-up skills. Customer focused with ability to persuade and drive consensus to resolve conflict and facilitate timely decision making.Reviews and approves team progress reports, expenses, invoices and contracts in a thorough and timely manner. Reviews the status reports of team members and addresses issues as appropriate. Complies with and helps to enforce standard policies and procedures. Provides and seeks timely feedback to IT partners, peers and team-members.Provides leadership as a product champion for cyber risk in the Governance, Risk and Compliance technology platform and Cyber Risk direction to business by establishing a vision and risk strategy to meet established project goals and objectives, while focused on continuous improvement. Provides project team(s) business/technical leadership and guidance on day to day tasks. Responsible for driving change for implementing process improvements and ensuring long term compliance. Leads the creation and maintenance of methodologies and processes for the department. Expected to lead multiple, simultaneous projects and time-critical deliverables.Lead and manage a team with the aim of driving effective performance management, fostering professional growth, and creating a positive and inclusive work environment. This role is dedicated to utilizing strong leadership and communication skills to motivate and inspire team members, ensuring they are aligned with and committed to achieving the organization’s goals.Maintains a formal risk register that drives security, governance and ensures security findings are aligned with business objectives.Responsible for maintaining positive working relationships with all groups, cross-functional teams, including technical. Identifies opportunities/needs and works with team-leads and other directors to enhance relationships and influence decisions outside of direct functional reporting structure.Provides budget forecasts and estimates for Cyber Risk activities on a continuous basis. Responsible for variance analysis and justifications and following the established BCBSA processes/procedures.Responsible for providing status updates to Senior/Executive management. Responsible for escalating risks/issues with customer issues appropriately and in a timely manner. Ensures design, development, testing and investigative activities lead to appropriate resolution.Effectively and tactfully communicates relevant and potentially difficult/sensitive information to senior management.Responsible for engaging, understanding and effectively communicating needs of business to IT teams/partnersResolves and/or escalates issues, proposes alternatives, and sets or manages expectations in a timely fashion.Responsible for leading and managing delivery on multiple projects and responsible for all project related resource management, task-prioritization and development. Frequent Plan interactions via System Advisory Group or project communications to ensure business solutions meet Plan needs and implementation/budget concerns are understood. Frequent project participation/collaboration to ensure technical solutions meet business needs.<p><b>The posting range for this position is:</b><br>$144,110.00-$207,288.75<br><br><b>Qualifications:</b><br><br><b>Education </b></p><ul><li>Required Bachelor's Degree IT, information Security, Risk or IT Management, Computer Science, or a related field; or equivalent work experience</li></ul><p><b>Experience </b></p><ul><li>Required 10+ Years career experience in IT or a closely related field</li></ul><p><br><b>Knowledge Skills and Abilities </b></p><ul><li>Knowledge of national and international regulatory and compliance frameworks such as NIST Cybersecurity Framework, ISO 27001, EU DPD, HIPAA/HITECH.</li><li>Extensive knowledge in the use of Project Management methodologies and tools, and change management techniques. Demonstrated leadership, mentoring, and project management skills.</li><li>Understanding of current application cyber risk development methodologies and risks, researching emerging technologies and possible application to the business.</li></ul><p>The posted salary range is the lowest to highest salary we, in good faith, believe we would pay for this role at the time of this posting.&nbsp; We may ultimately pay more or less than the hiring range andthis hiringrange may also be modified in the future. A candidate’s position within the hiring range may be based on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, relevant experience, skills, seniority, performance, shift, travel requirements, and business or organizational needs.&nbsp;This job is also eligible for <i>annual bonusincentive</i>pay.</p><p>We offer a comprehensive package of benefits <i>including paid time off, 11 holidays, medical/dental/vision insurance, generous 401(k) matching, lifestyle spending account and many other benefits </i>to eligible employees.</p><p>Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.</p>

Blue Cross Blue Shield Association

Senior Cybersecurity Risk Lead Consultant

<h3>Job Description:</h3><p><strong>About Us:</strong> The Behavioral Science team at Fidelity works to integrate the psychology of financial decision-making into our products, services, and customer experiences. We are looking for an enthusiastic and creative behavioral researcher to share your unique perspective on how to help millions of people make better choices when it comes to their finances. Through your expertise and passion, you will help Fidelity improve our customers’ financial well-being and drive business outcomes. If this sounds like an excellent fit, we’d love you to come work with us!</p><p><strong>Position Overview:</strong> We are seeking a highly skilled Behavioral Science Researcher to join our team. This role will focus on conducting advanced research in behavioral economics and psycholg customer engagement and driving business growth.ogy to inform the development of our financial products and services, enhancin</p><p><strong>Key Responsibilities:</strong></p><ul><li><p><strong>Advanced Research:</strong> Conduct in-depth research to understand customer behavior, preferences, and decision-making processes.</p></li><li><p><strong>Data Analysis:</strong> Analyze complex data sets to identify trends and insights related to customer behavior.</p></li><li><p><strong>Behavioral Insights:</strong> Apply behavioral science theories to develop actionable insights to optimize products and customer experiences.</p></li><li><p><strong>Collaboration:</strong> Work closely with product teams to integrate behavioral insights into the design and development of financial products.</p></li><li><p><strong>Customer Engagement and Behavior:</strong> Develop and test behavioral interventions to improve customer engagement and help customers act on their financial intentions.</p></li><li><p><strong>Reporting:</strong> Prepare detailed reports and presentations to communicate research findings and recommendations to stakeholders.</p></li><li><p><strong>Thought Leadership:</strong> Stay updated with the latest research in behavioral economics and psychology, and share insights with the team.</p></li><li><p><strong>Effective Communication:</strong> Translate research results through powerful storytelling and concrete, actionable recommendations to business partners at all levels of the organization.</p></li></ul><p><strong>Qualifications:</strong></p><ul><li><p><strong>Education:</strong> PhD in Psychology, Behavioral Economics, Cognitive Science, or a related field.</p></li><li><p><strong>Experience:</strong> Minimum of 3-5 years of research experience in behavioral science, judgment and decision making, or cognitive science, preferably within financial services or healthcare.</p></li><li><p><strong>Skills:</strong> Advanced methodological and statistical proficiency and fluency with R/Stata/Python for analysis and modeling.</p></li><li><p><strong>Knowledge:</strong> Deep understanding of behavioral science theories and their application in financial or health contexts.</p></li><li><p><strong>Personal Attributes:</strong> Innovative thinker, detail-oriented, ability to work in a fast-paced environment, collaborative, positive attitude, and a passion for improving customer well-being.</p></li></ul>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

Director, Behavioral Research Scientist

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you a self-starter and committed to delivering results? If you enjoy delighting customers with outstanding customer solutions this may be the job for you! We are seeking a results-focused and motivated associate who flourishes when working with internal and external teams to deliver outstanding Credit Card products and services. This role can be hired at Consultant or Director level, depending on skills and experience. Key responsibilities can include:</p><ul><li>Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus group</li><li>Evaluating the competitive landscape to understand potential differentiation</li><li>Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences</li><li>Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases.</li><li>Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendor that issues the credit card and provides front line customer service.</li><li>Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s Degree required and 8-12 years of experience, focused in the financial services, credit cards area.</li><li>Background and passion for solving customer problems and delivering engaging, personalized, digital solutions. Strong focus on execution, identifying and removing impediments to progress.</li><li>Demonstrated knowledge of business analyst techniques, such as: benchmarking, business rules analysis, user stories, user acceptance testing and product documentation.</li><li>Strong analytical skills and ability to apply critical thinking skills and understand sophisticated customer needs</li><li>Project management skills to run execution teams aligned to strategic plans &amp; objectives</li><li>Strong listening, presentation and persuasion skills to achieve consensus with multiple audiences</li><li>Agile mindset; ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity with a proved track record of bringing innovative Mobile and Web products to a diverse customer base. Also, familiarity with Agile process &amp; tools (Jira, Mural) including possessing good story-writing skills is preferred</li><li>Active participation and/or leading in the prioritization of the squad work defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and Api’s while delivering innovative credit card web and mobile experiences.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>Fidelity’s Wealth Product &amp; Experience vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.</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>

Director/Consultant, Wealth Product & Experience Personal Cards – Credit Card

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p>The base salary range for this position is $115,000 - $200,000 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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Wealth Planner - Littleton, MA

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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>

Financial Services Representative - Beaverton, OR

<h3>Job Description:</h3><h3>The Role</h3><p>This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall. The Business Analyst Consultant combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. This role is a liaison for the Shareholder Reporting business team to the IT systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management, and interim business solutions using light automation. The Business Analyst Consultant performs many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team. <em>This position emphasizes Operations expertise; it is not a Technology role.</em></p><h3>The Expertise and <strong>Skills</strong> You Bring</h3><ul><li>Bachelor’s degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund industry (previous financial reporting experience with Digital Assets/Alternative products is preferred).</li><li>5+ years project experience required (active participation and/or management)</li><li><h3>Experience with Registration Statements (Prospectus (Pro), Statement of Additional Information (SAI), Summary Prospectus (Sum Pro) is a plus.</h3></li><li>A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly.</li><li>Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment.</li><li>Your strong verbal and written communication skills</li><li>Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact.</li><li>Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact.</li><li>Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions.</li><li>Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions.</li><li>Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point.</li><li>Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives.</li><li>Your extensive understanding of MS Office.</li><li>Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred.</li><li>Experience with Confluence's Unity financial reporting software is a plus.</li><li>Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3>The Team</h3><p>Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity’s business partners and shareholders. The group’s main responsibility is performing qualitative reviews of regulatory reports on assigned U.S., Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<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>

983 Project Management / Professional Services Jobs