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<h3>Job Description:</h3>VP, Brokerage Customer and Offering Strategy The VP, Self-Directed Investing Offering Strategy, will play a pivotal role in shaping the future of our brokerage business. This individual will lead the development and execution of customer-centric strategies, drive innovation in our product and service offerings, and ensure we deliver exceptional value to our self-directed brokerage customers. The ideal candidate is a visionary leader with deep brokerage industry experience, and a proven track record of strategic execution. Key Responsibilities <ul><li>Develop and implement a comprehensive brokerage customer strategy to drive acquisition, engagement, retention, and satisfaction </li></ul><ul><li>Lead the design and evolution of new self-directed brokerage and investment solutions, ensuring alignment with market trends, customer needs, and regulatory requirements. </li></ul><ul><li>Lead our Family Engagement and Generational Wealth Transitioning strategy. Analyze customer data, market research, and competitive intelligence to identify opportunities for growth and differentiation </li></ul><ul><li>Collaborate with product, marketing, technology, compliance, and operations teams to deliver seamless and innovative customer experiences, including go-to-market, value proposition, and fulfillment plans </li></ul><ul><li>Champion a culture of experimentation and speed to market </li></ul><ul><li>Monitor and report on key performance indicators, provides insights and actionable recommendations and business cases to senior leadership </li></ul>The Skills and Expertise You Bring <ul><li>Bachelor’s degree required; MBA or equivalent is preferred. </li></ul><ul><li>Series 7 or 24 preferred </li></ul><ul><li>Product and offering concept development, experimentation, and road map planning </li></ul><ul><li>10+ years of experience in brokerage, wealth management, or financial services, with a focus on customer strategy, product management, or offering development </li></ul><ul><li>Demonstrated success in leading cross-functional teams and driving strategic initiatives </li></ul><ul><li>Deep understanding of brokerage products, customer segments, and regulatory landscape </li></ul><ul><li>Strong analytical, problem-solving, and communication skills </li></ul><ul><li>Proven ability to influence at all levels of the organization and build strong business partner relationships </li></ul><ul><li>Data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses. </li></ul><ul><li>Committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers. </li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team Our primary purpose is to help millions of customers become better, more confident investors so they can achieve their financial goals. The Self-Directed Investing Team is accountable for understanding the needs of a broad spectrum of investors and developing new offerings that will create differentiated value. We are responsible for driving top-line growth of the brokerage business, as well as partnering across Fidelity to ensure each individual customer and their families are aware of the full brokerage value proposition. <h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

Fidelity Investments

VP, Self Directed Product Strategy

<h3>Job Description:</h3>Job Title: Vice President, Real Estate Investments The RoleThe VP, Real Estate Investments will partner with the Head of Direct Real Estate and the Direct Real Estate Investment Team to execute on a plan to acquire commercial real estate in the US on behalf of various FMR fund vehicles. This will include sourcing the opportunity, managing the financial and market underwriting, negotiating with the seller, presenting the opportunity to the Investment Committee, running the due diligence process, closing the transaction and leading the property-level financing process as required.Primary Responsibilities:<ul><li>Source real estate investment opportunities that meet portfolio criteria (asset class and risk/return) across target markets through existing network or broker relationships</li><li>Review and underwrite potential investment opportunities</li><li>Negotiate and structure real estate acquisitions and property level financing</li><li>Prepare analysis of opportunity and materials for investment committee approval, present opportunities to investment committee for approval</li><li>Review and approve legal, operational, environmental, engineering and appraisal reports created as part of the due diligence process</li><li>Contribute valuable knowledge of US real estate markets</li><li>Build and maintain appropriate pipeline of opportunities</li><li>Manage and develop investment analysts and associates</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; MBA preferred </li><li>Minimum of 15 years work experience in commercial real estate required; majority within investment roles </li><li>Strong professional relationships throughout the US real estate industry</li><li>Recent relevant investment experience in US commercial real estate across various asset classes; Asset Management experience a plus </li><li>Strong writing, financial analysis and presentation abilities </li><li>Ability to evaluate real estate and real estate markets </li><li>Management and leadership skills necessary to implement a new product/strategy within Fidelity </li><li>Critical, objective thinker that can analyze an opportunity and make a quick decision </li><li>Collaborative, results driven leader</li></ul>The TeamFidelity Investments has established a team in Boston, Massachusetts to develop, launch, and manage direct real estate products for Fidelity’s customers.<h3>Certifications:</h3><h3>Category:</h3>Private EquityMost 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.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.

VP,  Investment Officer Direct Real Estate

<h3>Job Description:</h3>The Vice President, Relationship Management Team Lead (Team Lead) has overall accountability for a team of 10-15 Managing Directors that oversee Workplace Investing client relationships which are primarily for 401(k) recordkeeping.The position involves establishing, upholding, and expanding solid and dependable client connections with important decision-makers, influencers, and C-suite committee members. The Team Lead oversees a team of service-oriented employees and partners from across the company to address client demands and solve challenges, as well as assists institutional clients in running a successful benefits program to enhance the welfare of their staff.The Expertise You Have<ul><li>College degree preferred.</li><li>Relationship management experience preferred.</li><li>Management experience preferred.</li><li>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</li><li>Strong proven negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing</li><li>Ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses</li><li>Strong revenue management and overall financial acuity</li><li>Lead multiple, sometimes conflicting priorities, balancing the needs of the client and the organization</li><li>Leadership, mentoring, and career developments skills with a tenured team of professionals</li><li>Validated consultative sales skills</li><li>Experienced presentation, meeting management, and interpersonal skills</li><li>In partnership with Core Market Segment Leadership, develop and execute strategy and goals for organization that produce year-over-year profitability.</li><li>Accountable for retention, client loyalty, and revenue opportunities of assigned territory.</li><li>Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, and Procurement.</li><li>Serve as a senior point of contact for key Plan Sponsor and Advisor clients; address client issues and mitigate risk</li><li>Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team. Collaborate with MD, Sales (when applicable) and other business partners in these retention activities.</li><li>Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Serve as functional liaison for optimally representing client and organizational interests with senior leaders across Fidelity.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Proactively nurture relationships with desired feeder organizations (internal and external) to produce and maintain a talent pipeline.</li><li>Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client presentations.</li></ul>The Value You Deliver<ul><li>In cooperation with Core Market Segment Leadership, develop strategy and goals for organization that produce year-over-year profitability.</li><li>Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, and Procurement.</li><li>Provide leadership and support for all team-based client re-pricing, renewal, and competitive rebid activity.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client</li></ul>The TeamThe Team Lead will manage 10-15 Managing Directors (MD) with approximately $10-12B in assets under administration across ~500 clients. MDs are also responsible for a portfolio of multi-product client relationships that span services such as Defined Contribution, Managed Accounts, Self-Directed Brokerage, and Health Savings Accounts.<ul><li>The position involves extensive and ongoing client contact with senior-level client decision makers (CFO, CEO, VP of HR) of existing and prospective customers, placing a premium on executive presence, benefits and financial services acuity, and consultative sales skills.</li><li>Responsible for the overall strategy of the territory in order to improve business results.</li><li>Focus areas include client retention and dedication, revenue growth, cross selling, and relationship risk mitigation strategies.</li><li>Additional management duties include associate development, performance evaluation, compensation planning and hiring.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

Vice President, Relationship Management Team Leader

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard University Central Administration?Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals. Job Description Engineering and Utilities (E&amp;U) is responsible for Harvard’s complex utility infrastructure, managing the purchase and operation of energy resources, and providing specialized engineering and technical services for the Cambridge and Allston campuses. The group manages Harvard’s utilities systems (steam, chilled water, hot water, electric power, natural gas, fuel oil, water and sewer), operates the Blackstone Steam Plant, the District Energy Facility, and the two Cambridge campus chilled water plants, and provides professional engineering and technical services. This position provides primary support to the Utility Administration Group and secondary, broad range administrative support to all areas within E&amp;U, including operations, engineering, and general administration. It is anticipated and intended that specific duties and assignments will vary to provide flexibility in meeting business needs.Job-Specific Responsibilities: <ul><li>This position is responsible for facilitating and overseeing a successful internal billing process each month for all utilities consumed by the University, including electricity, chilled water, hot water, steam, natural gas, water &amp; sewer, and fuel oil.</li><li>Directly responsible for compiling and reviewing usage data from nearly 1,000 internal utility meters and a dozen or so major utility vendor meters. Includes downloading most usage data as well as manually entering remaining, confirming all data accuracy, estimating missing/erroneous meter usage data, and alerting operations personnel to any anomalies.</li><li>Administers the monthly internal chargeback process for all utilities. Executes processes in EnergyCAP billing system to allocate meter usage and calculate remainder meters. Verifies accuracy and completeness of data, then runs bill generation process to send cost recovery charges to the Harvard General Ledger application each month as part of the monthly University accounting close. Annually include charges for Utility Administration fees.</li><li>Performs duties of EnergyCAP key user on monthly and annual basis as needed. Manages databases for rate plans, vendors, bill formats, accounting codes, custom fields, allocation percents, and chargeback formulas. Ensures other team members accurately manage accounts, organizations, buildings, and meters.</li><li>Creates and maintains spreadsheet-based tools to supplement the input/output capabilities of EnergyCAP, including, reformatters for vendor-provided billing files, bill tracking tools, batch verification tools, monthly billing review reports, and remittance advices.</li><li>Supports reporting needs of end users and E&amp;U executives, enabling them to verify usage, cost and operations are within acceptable ranges. Supports E&amp;U and other unit executives with financial analyses of vendor rate plan options. Assists in the development of future utility rate guidance provided to Harvard schools and units for internal budgeting purposes.</li><li>Analyzes utility vendor rate plan proposals submitted to the Massachusetts Department of Public Utilities to determine impacts to EnergyCAP setup. Recommends and implements changes to EnergyCAP setup to accommodate new rate plans and billable charge types.</li><li>Coordinates with other Harvard units, particularly Environmental Health &amp; Safety and the Office for Sustainability, to provide them with the utility usage data they need to fulfill their mission and to satisfy government reporting requirements.</li><li>Oversees and advises other billing team members as needed regarding use of EnergyCAP and associated tools, utility industry terminology and practices, and department processes. Participates in department cross-training to provide backup for all support staff functions in E&amp;U.</li><li>Successfully identifies, analyzes, and solves problems in a positive manner; willingly shares knowledge so that others may be cross trained; addresses problem issues head-on in a proactive manner. All communications and support must be done in a professional manner.</li><li>Participates in the establishment and implementation of office policies and procedures required to meet departmental goals. This includes the review of existing processes and procedures, and the development and implementation of new processes and procedures. Provide records management functions on a variety of documents.</li><li>&nbsp;All functions to be performed in full compliance with established policies and procedures and all work in an efficient and accurate manner such that the task is accomplished in the specified time frame and with the desired outcome/result.</li><li>May participate and/or serve on Campus Services committees and task forces.</li><li>Performs related job duties or other assignments as required or directed.</li></ul>Working Conditions: <ul><li>This is an on-campus position (not hybrid or remote) based in Cambridge, Massachusetts. &nbsp;Work location is responsive and subject to change based on business needs.</li><li>Emergency Designation:&nbsp;Critical Personnel (Note: Under certain circumstances, as determined by Campus Services management, required to provide on-site support during emergency situations.)</li></ul> Qualifications Basic Qualifications: <ul><li>Minimum 3 years of experience in utility administration required; relevant training or a related college degree may be considered as a substitute for experience. &nbsp;</li><li>At least 3 years of office or administrative experience required.&nbsp;</li><li>Demonstrated, in-depth proficiency with databases, spreadsheets, and Microsoft Office applications.</li></ul>Additional Qualifications and Skills: <ul><li>Must have excellent communication (verbal and written) and interpersonal skills and the ability to work effectively and independently in a fast-paced environment. &nbsp;</li><li>Must be able to manage multiple responsibilities, set priorities, take initiative, and meet deadlines.&nbsp;</li><li>Must be detail oriented and have the ability to complete tasks accurately. &nbsp;</li><li>Previous customer service experience preferably.</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 40 hours per week</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity, Criminal</li><li>Other Information: The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up-to-date on CDC-recommended vaccines.</li></ul>Work Format DetailsThis position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 056. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Harvard University FAS Human Resources

Utility Coordinator

<h3>Job Description:</h3><h3>The Role</h3>Become a Security Representative at Fidelity Investments and join a team that values safety, collaboration, and top-notch performance! This outstanding opportunity enables you to work in a dynamic setting where your skills and devotion will help uphold a secure and inviting environment for all. As a Security Representative, you will have a pivotal role in delivering top-tier customer service and security operations that showcase our dedication to outstanding performance. You will be required to work 12-hour rotating shifts including days, nights, weekends and holidays to meet business needs.<h3>The Expertise and Skills You Bring</h3>As a Security Representative, you will be given various tasks to guarantee the safety and security of our facilities, associates, and visitors. Your responsibilities will be diverse and pivotal in ensuring the safety and security of our facilities, associates, and visitors. They include Performing first-responder rescue activities in medical or facility emergency situations, acting as the primary decision maker or incident commander as needed.<ul><li>Applying life safety equipment like fire extinguishers, first aid supplies, and radios.</li><li>Demonstrating a composed and thoughtful attitude in high-pressure situations, while also being capable of prolonged periods of walking or standing in one place.</li><li>Greeting visitors and associates, ensuring a professional appearance and demeanor while following security protocols.</li><li>Facilitating access control, life safety solutions, and proactive incident management and mitigation.</li><li>Delivering customer-centric experiences when interacting with visitors, vendors, associates, and customers, ensuring compliance with company standards and policies.</li><li>Taking the initiative to conduct inspections, assessments, and reviews to guarantee the functionality of security and life safety equipment.</li><li>Providing direct and ongoing support to associates and guests requiring accommodations or experiencing external threats impacting workspace safety.</li><li>Monitoring threat intelligence and understanding how internal and external risk environments impact site security procedures.</li></ul>To succeed in this role, you should meet the following qualifications:<ul><li>A Bachelor's degree or equivalent experience is strongly preferred, though equivalent life/work experience (such as military service) will be considered.</li><li>1-3 years of prior experience in security, customer service, or hospitality.</li><li>Familiarity with current security technology and systems, with basic computer proficiency.</li><li>Understanding of physical security principles.</li><li>Ability to build and maintain relationships in a business setting.</li><li>Diligent, capable of adhering to standard operating procedures.</li><li>Demonstrated ability to exercise good judgment under ambiguous circumstances.</li><li>Ability to function autonomously and collaboratively within a team setting.</li><li>Proficiency in common computer software and the capability to acquire knowledge of specialized programs/applications.</li><li>Conducting focused patrols on foot or by vehicle within assigned areas of responsibility.</li><li>Conducting regular inspections, audits, and reviews to verify the functionality of security equipment and the safety of workspaces.</li><li>Applying electronic and mechanical devices to monitor, record, and report abnormal conditions.</li><li>Producing accurate reports and records of activity and incidents.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Fidelity Security Team is a part of Global Security and Investigations (GSI) that works around the clock to keep Fidelity associates, customers, and assets safe, through security, intelligence, safety, and business continuity operations. Global Security Operations provides physical and technical security services to Fidelity associates, customers, and assets in the Boston region. Our security representatives are highly trained to respond to safety/security related concerns and monitor state-of-the art security systems.#globalsecurity<h3>Certifications:</h3><h3>Category:</h3>SecurityMost 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.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.

Security Representative

<h3>Job Description:</h3>The RoleAre you passionate about shaping the future of brokerage products in a rapidly evolving financial landscape? Fidelity is seeking a strategic and dynamic Director of Equity &amp; Fund Product Strategy to lead the business development and support of new and existing product initiatives to drive customer value, business outcomes, and brokerage innovation. This role offers a unique opportunity to influence the direction of our equity and fund product offerings, collaborate across business units, and engage directly with senior leaders, clients, and industry partners. If you're a forward-thinking leader with a deep understanding of market dynamics and a talent for translating insights into actionable strategy, we want to hear from you.<ul><li>Lead the development and execution of the equity product roadmap, aligning with client needs, market trends, and business priorities.</li><li>Drive cross-functional alignment and readiness for product deployment, including go-to-market strategy, pricing, and value proposition development.</li><li>Serve as a subject matter expert for equity markets and related financial instruments i.e. ETFs, providing insights to delivery teams and shaping digital and live channel experiences.</li><li>Represent Fidelity in market-facing engagements, offering thought leadership and strategic commentary to clients, prospects, and internal stakeholders.</li><li>Monitor and communicate regulatory, legislative, and competitive trends, ensuring the product strategy remains compliant yet innovative and forward-looking.</li><li>Build and maintain strategic partnerships with vendors and cross-enterprise business units to enhance product capabilities and reach.</li></ul>The Expertise and Skills You BringThe ideal candidate should possess strong analytical skills, a start-up mind-set, and a track record of aligning cross-functional teams. Exceptional communication and stakeholder management is essential, along with a client-centric mindset and the ability to influence across business units and external partners.<ul><li>Must be proactive, self-motivated, and excel navigating unclear or evolving situations</li><li>Must be an innovative thinker who can turn ideas into high value outcomes</li><li>Committed to furthering business and technical acumen</li><li>5+ years of financial services experience</li><li>3+ years of equity markets or relevant brokerage experience</li><li>Bachelor’s degree required</li><li>Series 7 preferred</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The TeamThe Brokerage Product Strategy team is a dynamic, growth-focused group within the commercialization function. We are dedicated to identifying strategic opportunities that drive innovation and expand the brokerage business’s impact. Collaborating closely with our Self-directed segment team, our team ensures that clients have access to the right products and tools to achieve their investment goals. We also play a critical role in maintaining Fidelity’s competitive edge by enhancing existing products and developing new solutions that meet evolving market needs.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

Director, Brokerage Product Strategy

<h3>Job Description:</h3>Compliance Analyst The Role As a member of the Fidelity Digital Assets (FDA) Compliance team, you will support the Marketing, Business Development, Product Strategy, and Distribution teams within FDA and the broader Fidelity Enterprise. The Compliance Analyst tackles growing levels of responsibility as they develop familiarity with the range of supported business lines, advancing to full engagement in marketing campaigns, social media interactions, and complex product launches while collaborating with Compliance professionals across channels, Legal, Marketing and Go-to-Market Planning, Product and Enterprise Compliance. You will be responsible for: ￼ <ul><li>Reviewing marketing, social media, sales training, E-communication surveillance alerts, and related subjects for compliance with regulatory standards </li></ul><ul><li>Monitoring the regulatory environment for digital asset developments and partnering with cross-functional teams to address identified issues </li></ul><ul><li>Advising internal business partners on compliance requirements and assisting in a general support function capacity </li></ul><ul><li>Developing and maintaining disclosures, policies, and procedures, as needed to help ensure compliance with applicable rules and regulations </li></ul>The Expertise and SkillsYou Bring <ul><li>Bachelor’s degree </li></ul><ul><li>Minimum 1+ years of proven experience in financial services </li></ul><ul><li>General knowledge of communications and marketing rules, regulations, and guidelines . </li></ul><ul><li>An understanding of FDA’s business model and distribution channels. </li></ul><ul><li>Experience reviewing marketing and other types of communications for financial services firms preferred </li></ul><ul><li>Ability to work in a fast-paced environment, balancing immediate deadlines with longer-term projects, and prioritizing as appropriate </li></ul><ul><li>Exceptional analytical skills, intellectual curiosity, and ability to learn new and complex concepts </li></ul><ul><li>Effective communication skills and an ability to engage, establish relationships and influence partners across the organization at all levels </li></ul><ul><li>Ability to develop reports or summaries for management related to compliance matters and meaningful metrics, demonstrating proficiency with Adobe Acrobat, Microsoft PowerPoint, and Microsoft Excel </li></ul>The Team The FDA Compliance Team (within Enterprise Compliance) is responsible for designing, implementing, and supporting the compliance programs for FDA’s growing institutional and retail businesses. This includes compliance with federal and state rules, regulations, and licensing requirements. The Team assists the FDA business in identifying and managing compliance and regulatory risks while: <ul><li>Supporting new and existing products and services; </li></ul><ul><li>Supporting the organization’s overall control environment; </li></ul><ul><li>Shaping governance, social media, and communications; and </li></ul><ul><li>Building connections between Fidelity Digital Assets Compliance and other cross-Fidelity Compliance functions. </li></ul><h3>Certifications:</h3><h3>Category:</h3>ComplianceMost 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.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.

Compliance Analyst

Under direction of the Director of the Office for Students with Disabilities and Deaf Services, this position is to coordinate programs, activities, academic strategies and accommodationsto ensure that students who are Deaf/Hard of Hearing have equal access to college programs, activities and services. (Human Resources oversees all faculty/staff accommodations; however, faculty/staff who are Deaf receive interpreting/captioning accommodations through OSD &amp; Deaf Services.) This position performs educational, administrative, budgeting, communications and community partnerships work. The position is also responsible for administering the college’s Deaf Services program, interpreting/implementing college policies and federal/state laws supporting Deaf/Hard of Hearing individuals, determining program eligibility, determining reasonable accommodation, and providing information/guidance for compliance with applicable laws and policies.In addition, the Coordinator of Deaf Services will promote Deaf Awareness to the campus and wider community, as well as coordinate independent contractors such as ASL/English interpreters, C-Print captionists and professional note takers.<ul><li>Coordinates support as well as ensures communication access for Deaf/Hard of Hearing students, faculty and staff in all facets of the College.</li><li>Serve as an advisor and advocate on behalf of Deaf/HoH students.</li><li>Maintain appropriate records and data of student caseload using platforms such as Maxient, EAB Navigate, Online Services, DegreeWorks and Banner.</li><li>Monitor progress of students in caseload with check-ins, scheduled meetings and communication, responding to students’ questions, concerns and needs. Connect students to support services (e.g., tutoring, El Centro, ALANA, Thrive), as needed.</li><li>Recruit / maintain active list of interpreters and captionists. Update and/or develop policies/procedures for interpreting and captioning, as needed.&nbsp;</li><li>Schedule ASL/English interpreters and C-Print captionists, depending on the communication needs of Deaf students, faculty and staff for classroom and non-classroom needs.&nbsp;</li><li>Coordinate and budget for annual contracts, review bi-weekly payment vouchers submitted by interpreters/captionists, submit timesheet information to the Business Office for approval and payments.&nbsp;</li><li>Maintain connection with Massachusetts Ability (formerly Massachusetts Rehabilitation Commission) regarding shared students.</li><li>Provide consultation and resources to faculty, staff, students and college community members regarding Deaf Services.&nbsp;</li><li>Organize community activities / help to foster a sense of belonging for Deaf/Hard of Hearing students, employees and visitors to the campus.&nbsp;</li><li>Maintain a working relationship with HCC’s Deaf Studies Program.</li><li>Provide direct interpreting services, as needed, in classes and meetings.</li><li>Participate in shared governance committees as well as other committees, task forces, and sub-committees of the College, as required by the MCCC contract.&nbsp;</li></ul>REQUIRED: <ul><li>Master’s Degree in Deaf Studies, ASL/English Interpreting, Deaf Education, Rehabilitation: Deaf, Human Services: Deaf, and/or a Deaf-related field;&nbsp;</li><li>Minimum 6 years’ experience and/or training working with college-age Deaf/disabled students providing support services and advocacy within a college setting; or an equivalent combination of education, training, and experience;</li><li>Fluency in both American Sign Language and English (written and/or spoken) and excellent writing skills;&nbsp;</li><li>Strong, proven connection with the Deaf community and with private and public organizations of the Deaf, including knowledge of community and national resources related to Deaf services;</li><li>Strong attention to detail, including experience managing multiple tasks, timelines, and schedules;&nbsp;</li><li>Knowledge and understanding of the challenges facing community college students; and,</li><li>Experience working successfully with a diverse faculty, staff and student body.</li></ul> EQUIVALENCY STATEMENT:&nbsp; Applicants who do not meet the qualifications as stated above are encouraged to put in writing precisely how their background and experience have prepared them for the responsibilities of this position. PREFERRED:&nbsp;&nbsp; <ul><li>National certification – RID or NAD National Interpreter Certification and/or BEI Basic Certification and/or a score of at least 4.0 on the Educational Interpreter Performance Assessment, with a minimum of 5 years professional interpreting experience;</li><li>A working familiarity with technology used by the Deaf/Hard of Hearing community, including the VideoPhone, Assistive Listening Devices, closed captioning, remote interpreting, C-Print captioning, video relay service, etc.;&nbsp;</li><li>Knowledge of disability rights and culture;&nbsp;</li><li>Maxient, Banner, Degreeworks, and EAB Navigate experience;&nbsp;</li><li>Understanding of universal/inclusive design concepts and experience with implementation; and,</li><li>Experience presenting information to individuals and groups.</li></ul>Full Time, MCCC Unit position Salary: &nbsp;Grade 6; Minimum $77,358 - $86,224/year. Actual salary will be commensurate with education and experience in accordance with MCCC/MTA Collective Bargaining Agreement. &nbsp;Full State benefits package.Funding Source:&nbsp;StateHours: &nbsp;37.5 hrs. /week Start Date: To be determined, with preference for a prompt start.

Holyoke Community College

Coordinator of Deaf Services (Coordinator of Disability Services)

<h3>Job Description:</h3>The RoleAs a Squad Lead within the Regulatory Reporting Product team, you will be responsible for building and maintaining the suite of applications that support required trade and customer account reporting for the firm and meet the strict requirements of our regulators. The team is part of the broader Regulatory Reporting group within Fidelity Capital Markets and partners closely with internal stakeholders to deliver innovative, end to end technical/data solutions that comply with the ever-evolving external regulatory landscape.In this role, you will be collaborating with business and other brokerage technology teams to report across multiple assets classes with very high levels of regulatory scrutiny. It is important that the right candidate be passionate about hands-on development and delivery, which requires a combination of both good technical skills, and participation in the design process.<h3>The Expertise &amp; Skills You Bring</h3><ul><li>Solid understanding of systems / platform dependencies, problem solving and aptitude for learning new technology.</li><li>Familiarity with Agile project life cycle methodologies (business requirements, use cases, JIRA stories, user acceptance testing, quality release delivery)</li><li>Realization that decisions can have a significant impact on firm reporting compliance and associated risks.</li><li>Experience working in a cross-collaborative team structure, as well as working in a large enterprise. Also, employing strong prioritization skills to manage roadmaps that include hard deadlines.</li><li>Previous experience managing products or platform that support operational workflows and/or data streamlining. Also, experience with trade and/or customer account data, or regulatory trade reporting (TRACE, MSRB, ACT, EBS, CAT/, Rule 605/606) considered a plus, but not required.</li><li>FINRA Brokerage license Series 7 required within 6 months (Series 24 possible)</li><li>Provide a broad range of regulatory reporting application support to the broader regulatory reporting group and various internal stakeholders.</li><li>Define, support and perform user acceptance, unit level, and integration testing.</li><li>Manage and track products against predetermined goals.</li><li>Collaborate with operations, data and external support teams to identify specific use cases relating to application gaps and required enhancements and to prioritize work based on level of criticality. Additionally, understand how each application relates to the broader suite of regulatory reporting applications and tools.</li><li>Liaise with other product teams within the enterprise where there are system dependencies that impact the regulatory reporting roadmap and required work to uphold reporting requirements.</li><li>Act as a key change agent by identifying and actioning opportunities for system automation and increased efficiency via streamlined data and system workflows.</li></ul><h3>The Team</h3>This dynamic team is part of Fidelity’s Capital Markets group. Fidelity, through its broker dealers, is required to send significant amounts of detailed trading and customer account and identification data to various governmental and industry regulators such as FINRA, FINRA CAT, the SEC and MSRB. The Regulatory Reporting group, across several functions, is responsible for performing these duties on behalf of the broader firm. The group ensures this can be done by working closely with business partners such as Trading, Technology, Customer Support teams and Compliance/Legal. The group plays a critical role by ensuring the firm meets stated requirements set by industry regulators and therefore not subject to disciplinary action or fines.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

Director, Product Management

<h3>Job Description:</h3><h3>Job title</h3>Senior Compliance Advisor<h3>The Team</h3>Fidelity Institutional Compliance is looking for a Senior Compliance Advisor to cover Fidelity Capital Markets (FCM). FCM is the trading arm of Fidelity Investments, executing equity, option, and fixed-income securities trades on behalf of institutional clients as well as many of Fidelity’s other businesses.The Senior Compliance Advisor will be responsible for providing a range of support to a trading desks and product areas within FCM. The advisor will provide technical and interpretative guidance to FCM personnel.The Expertise You Have (The order of these bullets do not matter)<ul><li>College degree required, business major preferred.</li><li>MBA or law degree a plus.</li><li>Prior trade reporting compliance or product experience (i.e., CAT, CAT CAIS, LOPR, ACT, 605/606) is required. Or similar experience with a securities regulator.</li></ul><h3>The Skills You Bring</h3><ul><li>Subject matter expertise in one or more of the following areas: equity and options trade reporting platforms or operational trade support.</li><li>An in-depth understanding of the securities markets and associated regulations.</li><li>Strong written and oral communication skills. Written documents include compliance notices, written supervisory procedures, assessments, and presentations. Oral communications range from daily interactions with desk staff to the ability to explain issues accurately and succinctly to compliance and business management.</li><li>Ability to proactively identify core regulatory and compliance issues in a fluid trading environment.</li><li>Effective relationship building skills to interact with colleagues and business partners.</li><li>Interpersonal skills with an ability to partner, interact, collaborate, build trust, problem solve, and seek to influence staff from all levels of the organization.</li><li>Accountability and ownership of issues and initiatives, with an ability to independently exercise good judgment and see projects through to completion</li><li>Ability to thrive in a fast-paced environment while managing multiple priorities</li><li>Intellectual curiosity and sharp investigative skills, as well as strong analytical and problem-solving skills</li></ul><h3>The Value You Deliver</h3><ul><li>Provide advisory support to FCM Equity and Options trading desks and supporting operations.</li><li>Develop and maintain written supervisory procedures, compliance policies and other documentation.</li><li>Implement necessary Compliance changes due to new or amended regulatory requirements applicable to product areas.</li><li>Support the introduction of new products and service initiatives by providing advice and developing the appropriate Compliance requirements, supervisory infrastructure and control framework.</li><li>Design and deliver targeted training to business personnel.</li><li>Assist regulatory inquiries/exam staff in responding to relevant regulatory matters.</li><li>Remain abreast of emerging regulatory issues that may impact Fidelity by analyzing relevant enforcement matters, subscribing to key industry periodicals and being an active participant in industry groups such as SIFMA, FIF, and ICI.</li><li>Partner with compliance colleagues and business partners on regulatory matters and surveillance issues.</li></ul>The base salary range for this position is $85,000-$143,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Compliance

70 Project Management / Professional Services Jobs in Massachusetts