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<p><b>At NASCAR, you will find a community of passionate individuals who care about our sport and are united in seeing it grow.</b></p><p>NASCAR seeks a talented professional to join in the position of <b>Senior Coordinator, Growth Engagement &amp; Inclusion </b>based in our Charlotte, North Carolina office.&nbsp;</p><p>This person is responsible for supporting the programming of the Growth Engagement &amp; Inclusion team.</p><p><b>Duties include but are not limited to:</b></p><ul><li>Proven ability to lead multiple projects independently and meet tight deadlines.</li><li>Strong communication, writing, and presentation skills.</li><li>Adept at strategic project coordination and planning</li><li>Data-driven decision-making skills</li><li>Proficient in relationship management and cross-functional collaboration</li><li>Creative problem-solving skills and adaptability</li></ul><p><b>Required skills / experience:</b></p><ul><li>Bachelor’s degree in Marketing, Communications, Human Resources, Business or related field plus</li><li>Minimum of 4 (four) years’ experience in event/project management, program development, and/or employee belonging, growth &amp; engagement activations; or equivalent combination of education and experience.</li><li>Background in sports, entertainment, or large-scale event management preferred. Experience building relationships with colleges, universities, and community organizations is a plus.</li><li>Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.</li><li>Ability to write routine reports and correspondence.</li><li>Ability to speak effectively before groups of customers, employees of organization, and diverse audiences.</li><li>Speaking and writing in Spanish are a plus, though not a requirement.</li><li>Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.</li><li>Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.</li><li>Proficient with Company-provided hardware and software, including Microsoft Office Suite. Proficiency in using project management tools (e.g., Asana, Smartsheet, or MS Project) preferred.</li></ul><p>Apply Now!</p><p>Learn more about this role and our team by applying at <a href="http://www.careers.nascar.com" target="_blank">www.careers.nascar.com</a> for consideration.</p><p>We are a company unlike any other. We want you to bring your experience, skills and passion to our close-knit, high-energy environment in which our employees thrive and where you can prosper. We know the key to our success is our employees and we offer highly competitive salaries, a solid benefits package focused on wellness, and opportunities for you to grow and develop both personally and professionally. It won’t take you long to find out that you are on the right track here at NASCAR!</p><p>NASCAR is committed to fostering a diverse work environment where all employees feel valued and empowered. NASCAR is an Equal Opportunity Employer (EEO). We seek to attract and retain the best qualified people available. All qualified applicants will receive consideration for employment without regard to race, color, gender, gender identity and expression, age, national origin, disability, religion, sexual orientation, genetic information, pregnancy, veteran status or any basis that is protected by applicable law except where a bona fide occupational qualification exists.</p><p>Follow us on LinkedIn and X for future opportunities and company news.</p>

NASCAR

Senior Coordinator, Growth Engagement & Inclusion

<h3>Job Description:</h3><h3>The Role</h3><p>As the SVP and Head of Enterprise Analytics Platform, you will be responsible for defining and executing the long-term vision and strategy for the firm's analytical technology stack, which supports enterprise-wide descriptive, diagnostic, and predictive analytics at Fidelity Investments. This position is accountable for leading the strategic advancement of the analytics platform beyond its current capabilities, ensuring that it consistently delivers excellence in scalability, performance, reliability, and cost-efficiency across all Fidelity business units. Additionally, this role is tasked with overseeing both the development of future-state solutions and the effective management and governance of the existing Snowflake-on-AWS environment.</p><p>This position reports directly to the SVP &amp; CIO, Global Head of Enterprise Data and AI. The preferred locations for this role are Boston, MA; Westlake, TX; or Durham, NC, though flexibility will be considered for highly qualified candidates.</p><p>Your responsibilities include:</p><ul><li><strong>Platform Strategy &amp; Vision</strong>: Define and execute the strategic roadmap for the entire Analytics Platform, driving adoption of modern, cloud-native data consumption patterns (e.g., Data Mesh principles, Data Fabric architecture, advanced data virtualization, etc.).</li><li><strong>Engineering Leadership</strong>: Direct the Platform Engineering and Data Engineering teams responsible for the ingestion pipelines, data modeling, data quality enforcement, and self-service provisioning capabilities.</li><li><strong>Technology Ownership</strong>: Full P&amp;L and operational oversight for the Enterprise Analytics Platform Ecosystem, including workload management, security hardening, governance, and cost optimization at scale.</li><li><strong>Tooling &amp; Enablement</strong>: Govern the selection, procurement, and standardization of Business Intelligence (BI) Tools and Engineering Solutions to ensure consistent user experience, performance, and compliance across consumer-facing and internal BI applications.</li><li><strong>Operational Excellence</strong>: Establish rigorous Service Level Objectives (SLOs) and run the Platform Operations function, ensuring 24/7 availability and rapid incident resolution for all mission-critical analytical workloads.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required; advanced STEM degree preferred.</li><li>15 + years of general experience and 10+ years of experience in leading teams with data engineers, software engineers, cloud architects, and analysts (or data scientists) to deliver data and analytics work products.</li><li>Experience with modern data and analytics reference architecture, including ML Ops, model management, data pipeline management, and visualization.</li><li>Experience with major cloud platforms such as Snowflake and AWS (or other public cloud).</li><li>Capability to drive open-source implementation, public cloud development environment with hands-on experience with development operations, automation, and testing technologies.</li><li>Strong executive communication &amp; leadership presence, engaging with executive leadership (C-Suite) are required to frequently participate in core initiatives and has broad exposure to executive leadership.</li><li>Consistent record of operations collaboration and delivery with the ability to build key relationships and influence business partners on enterprise objectives.</li><li>Ability to challenge the status quo and facilitate the exchange and creation of ideas to address business challenges and improve performance.</li><li>Excellent talent skills and agile operating model experience with ability to develop impactful teams by setting clear goals and holding self and others accountable to standards of excellence.</li><li>Strategically minded; enabling ability to lead the development and implementation of an enterprise strategy and achieve financial and growth goals.</li></ul><h3>The Team</h3><p>You will serve as a senior leader within the Enterprise Technology team, reporting to the Global Head of Enterprise Data and AI function. In this role, you will collaborate with various Business Units, Enterprise Architecture, Cybersecurity, AI Technology, and AI/ML Solutions teams to drive meaningful impact and foster innovation across the $16+ trillion global financial ecosystem.</p><p>Focus on enterprise technology platform capability delivery working with leaders and teams across the enterprise in a collaborative way to ensure digitization strategies are advanced. Much of the work completed must be done in conjunction with technology and operations teams in the businesses.</p>The base salary range for this position is $185,000-$400,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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

Fidelity Investments

SVP and Head of Enterprise Analytics Platform

<h3>Job Description:</h3><p>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on Advanced Analytics initiatives and programs supporting Marketing. These initiatives will drive optimization and efficiency for Fidelity Workplace Investing (WI) Marketing across all channels (Paid, Owned, Earned, and Shared) and a diverse array of tactics. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li><p>Bachelor’s or equivalent with 5+ years of experience.</p></li><li><p>In depth knowledge of Marketing Analytics including Marketing Mix Modeling (MMM), incrementality testing, and omni-channel customer journey mapping.</p></li><li><p>Strong knowledge of statistical and econometric methods and techniques including experimental design (RCTs/lift studies), Difference-in-Differences; Regression Discontinuity, Synthetic Control, and Bayesian time series modeling.</p></li><li><p>Ability to translate model outputs into actionable insights for budget allocation and optimization.</p></li><li><p>Experience working with data environments and strong knowledge of SQL to clean, transform, manipulate, and merge large datasets from multiple sources.</p></li><li><p>Proficiency in Python or R.</p></li><li><p>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</p></li><li><p>Working experience with Tableau or Power BI.</p></li><li><p>Experience in interacting with cross functional partners within the organization and crafting and delivering presentations that clearly convey the key insights to senior stakeholders.</p></li><li><p>Understanding of B2B marketing funnels, long sales cycles, and causal inference challenges.</p></li><li><p>Financial industry experience, a plus.</p></li><li><p>Experience with cloud tools/platforms (e.g., AWS SageMaker) for model deployment, a plus.</p></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>You will serve as Senior Manager for analytics &amp; insights focused on initiatives that serve Workplace (WI) Marketing. You will play a key role in applying advanced analytics to enable data-driven, evidence-based, decision-making for a modern marketing organization.</p><p>You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of actions across channels.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</p></li><li><p>You have a deep understanding of analytical techniques and how to apply them to address a particular problem or question.</p></li><li><p>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</p></li><li><p>You have knowledge of analytic technology software, platforms, and languages (e.g., SQL, R, Python, Tableau, Power BI, Adobe Analytics)</p></li><li><p>You know how to acquire data from multiple sources/environments and transform it for analytics.</p></li><li><p>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints.</p></li><li><p>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</p></li><li><p>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience.</p></li><li><p>You understand how to leverage qualitative data to identify opportunity areas.</p></li><li><p>You can think on your feet and respond effectively when priorities change.</p></li><li><p>You strive to better communicate data through data visualization and storytelling.</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>You develop and deliver analytical data and insights to solve business problems.</p></li><li><p>You enable partner stakeholders to make objective, informed decisions.</p></li><li><p>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>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, Data Analytics and Insights

<h3>Job Description:</h3><h3><strong>The Team </strong></h3><p>As a member of the HR Vendor Management team, you will be responsible for independently driving vendor risk initiatives supporting Enterprise HR. This role will have a strategic focus with vendor risk, compliance, analytics and other HR Vendor Management related initiatives for the HR vendor portfolio. You will collaborate with our HR Vendor Managers, HR Business partners, CST, HR Risk, VROCOE, ISO, ECS, and other key partners to support goals and initiatives, while partnering with Vendor Managers to hold our external vendors accountable through Risk oversight. By accomplishing the above, you will improve risk-based decision making for our portfolio of supported vendors and improve the strategic role of our centralized team.</p><h3><strong>The Expertise You Have: </strong></h3><ul><li>Bachelor’s degree required or equivalent (and relevant) experience.</li><li>5-7 years of proven experience in Vendor Management, Compliance, or Risk related role.</li><li>Extensive Fidelity expertise and proven experience interacting with all levels of the organization.</li></ul><h3><strong>The Skills You Bring: </strong></h3><ul><li>You are an excellent communicator and have strong facilitation, influencing skills and negotiating skills, with strong executive presence.</li><li>You have the ability to independently drive and lead sophisticated vendor initiatives with minimal oversight.</li><li>You are organized and can lead multiple projects or activities simultaneously and deliver results in an accurate and timely manner.</li><li>You have an ability to develop and improve partnerships with peers, leaders, vendors and other partners.</li><li>You have a strong background and/or experience in HR, Vendor Management, Compliance, or Risk processes.</li><li>You are eager to be a part of a growing team with a strong focus on establishing processes, guidelines and standards across a dynamic organization.</li><li>Willing to promote vendor management standards as well as assisting with compliance / risk process documentation, analytics, business process improvements, and technical enhancements.</li><li>Provide mentorship to junior team members with a focus on training &amp; development in the risk and compliance areas.</li></ul><h3><strong>The Value You Deliver: </strong></h3><ul><li>Coordinate, monitor, and ensure timely compliance of all aspects of Vendor Risk related activities and initiatives for the HR vendor portfolio. Examples include BCP, SOC Reviews, VTR Program, AI, Architecture, Vulnerabilities &amp; High-Risk areas</li><li>Leverage data-driven approach into the proactive management and oversight of HR vendor portfolio.</li><li>Provide strategic oversight of reporting &amp; analytical needs across team.</li><li>Maintain deep knowledge of the relationship’s overall risk profile and contribute to the resolution of risk-related events.</li><li>Provide oversight and team accountability for the Enterprise Vendor Management policy.</li><li>Provides analysis and make recommendations for problem resolution of moderate to complex problems/issues.</li><li>Support production of recurring dashboards and/or scorecards for Vendor Managers.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Risk<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>

HR Vendor Risk Manager

<h3>Job Description:</h3><p>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p>The base salary range for this position is $105,000 - $145,000 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>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Millburn, NJ

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be</strong></p><p><strong>located within a 90 mile radius at the time of application from the approved branch sites listed below:</strong></p><p>Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy</p><p>Champion Forest</p><p>You work hard every day to help Fidelity’s customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams. </p><p>As a Director, Retirement Planner, you’re a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future. </p><p><strong>The Expertise We’re Looking For</strong> </p><ul><li>Bachelor’s degree preferred or equivalent work experience </li><li>5 years minimum investment sales/financial planning experience </li><li>Series 7,63 (required) 65/66 within 90 days of hire <ul><li>In pursuit of Certified Financial Planner (CFP) Or Chartered Retirement Planning Counselor (CRPC) designation within 90 days of hire if you do not currently possess it. </li><li>Proven track record in generating sales and managing relationships with high-net-worth clients </li></ul></li></ul><p><strong>The Purpose of Your Role</strong> </p><p>As a Director, Retirement Planner, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning &amp; Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal &amp; Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships. </p><p><strong>The Skills You Bring</strong> </p><ul><li>Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning. </li><li>Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants. </li><li>Your exceptional presentation skills in virtual, one-on-one and group settings. </li><li>Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars </li></ul><p><strong>The Value You Deliver</strong> </p><ul><li>You’ll be responsible for exceeding assigned targets and driving both Personal &amp; Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants. </li><li>You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets. </li><li>Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies. </li></ul><p><strong>How Your Work Impacts the Organization</strong> </p><p>You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal &amp; Workplace Investment flows. </p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Retirement Planner - Houston, TX (Remote)

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 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 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant- Bridgewater, NJ

<h3>Job Description:</h3><p><strong>Compliance Analyst</strong></p><p>The Analyst within the Compliance Governance and Oversight team at Fidelity Digital Assets (FDAS) plays a crucial role in ensuring the organization’s adherence to regulatory standards and internal policies in the dynamic digital assets sector. This position involves supporting compliance initiatives, developing control frameworks, and promoting ethical conduct across the organization. As a member of the Compliance Testing team, this role focuses on supporting the development and execution of testing and risk assessments for compliance needs.</p><p>This role is integral to FDAS’s commitment to ethical conduct and compliance with regulatory and legal obligations, ensuring that the organization operates within the bounds of applicable laws and maintains the trust of its stakeholders.</p><p><strong>The Role</strong></p><p>• <strong>Regulatory Risk and Control Mapping:</strong> Assist in developing and executing programs that map regulatory risks and controls, ensuring compliance with applicable laws and regulations.</p><p>• <strong>Compliance Testing:</strong> Support the development of a compliance testing program and testing activities including collaborating across business functions and reporting to leadership.</p><p>• <strong>Compliance Risk Assessment:</strong> Support the compliance risk assessment planning, execution, and evaluation process, as needed.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>• <strong>Educational Background:</strong> A bachelor’s degree is required, degrees in law, finance, business administration, or a related field is preferred.</p><p>• <strong>Experience:</strong> A minimum of 4 years in compliance, risk management, or legal roles, with experience in highly regulated industries like financial services. Strong attention to detail and experience working on procedures and controls.</p><p>• <strong>Regulatory Knowledge:</strong> Familiarity with compliance laws, regulations, and industry standards, particularly those relevant to digital assets and financial services.</p><p>• <strong>Testing Experience:</strong> Exposure testing approaches through risk assessment, control testing, compliance testing, audit, gap analysis, or other investigative processes.</p><p>• <strong>Analytical and Problem-Solving Skills:</strong> Ability to identify compliance vulnerabilities and develop corrective action plans.</p><p>• <strong>Communication and Leadership:</strong> Strong interpersonal skills to effectively collaborate in a fast-paced environment with various departments to cultivate a culture of compliance.</p><p>• <strong>Project Management:</strong> Comfort in dynamic environments, ability to shift priorities and manage projects across multiple functions and timelines.</p><p>• <strong>Certifications:</strong> Professional certifications such as Certified Compliance &amp; Ethics Professional (CCEP) are advantageous.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $74,000-141,000 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>Compliance

Compliance Analyst

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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

Financial Consultant - Shrewsbury, MA

<h3>Job Description:</h3><p>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on Advanced Analytics initiatives and programs supporting Marketing. These initiatives will drive optimization and efficiency for Fidelity Workplace Investing (WI) Marketing across all channels (Paid, Owned, Earned, and Shared) and a diverse array of tactics. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li><p>Bachelor’s or equivalent with 5+ years of experience.</p></li><li><p>Knowledge of statistical and econometric methods and techniques including experimental design (RCTs/lift studies), Difference-in-Differences; Regression Discontinuity, Synthetic Control, and Bayesian time series modeling.</p></li><li><p>In depth knowledge of Marketing Analytics and at least one of the following: incrementality testing, Marketing Mix Modeling (MMM), and omni-channel customer journey mapping.</p></li><li><p>Ability to translate model outputs into actionable insights for budget allocation and optimization.</p></li><li><p>Experience working with data environments and strong knowledge of SQL to clean, transform, manipulate, and merge large datasets from multiple sources.</p></li><li><p>Proficiency in Python or R.</p></li><li><p>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</p></li><li><p>Working experience with Tableau or Power BI.</p></li><li><p>Experience in interacting with cross functional partners within the organization and crafting and delivering presentations that clearly convey the key insights to senior stakeholders.</p></li><li><p>Understanding of B2C marketing concepts such as segmentation and personalization.</p></li><li><p>Financial industry experience, a plus.</p></li><li><p>Experience with cloud tools/platforms (e.g., AWS SageMaker) for model deployment, a plus.</p></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>You will serve as Senior Manager for analytics &amp; insights focused on initiatives that serve Workplace (WI) Marketing. You will play a key role in applying analytics to enable data-driven, evidence-based, decision-making for a modern marketing organization.</p><p>You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of actions across channels.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</p></li><li><p>You have a deep understanding of analytical techniques and how to apply them to address a particular problem or question.</p></li><li><p>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</p></li><li><p>You have knowledge of analytic technology software, platforms, and languages (e.g., SQL, R, Python, Tableau, Power BI, Adobe Analytics)</p></li><li><p>You know how to acquire data from multiple sources/environments and transform it for analytics.</p></li><li><p>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints.</p></li><li><p>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</p></li><li><p>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience.</p></li><li><p>You understand how to leverage qualitative data to identify opportunity areas.</p></li><li><p>You can think on your feet and respond effectively when priorities change.</p></li><li><p>You strive to better communicate data through data visualization and storytelling.</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>You develop and deliver analytical data and insights to solve business problems.</p></li><li><p>You enable partner stakeholders to make objective, informed decisions.</p></li><li><p>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>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>

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