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<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $70,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Services Representative - Orland Park, IL

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

Financial Services Representative - Ann Arbor, MI

<h3>Job Description:</h3>The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.The Expertise We’re Looking For<ul><li>Series 7, 63, 65, 66 required prior to hire</li><li>Insurance licenses must be obtained within 6 months of hire</li><li>Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</li><li>A sound understanding of the Broker/Dealer and RIA marketplace</li><li>Bachelor’s Degree required</li></ul>The Purpose of Your RoleThis is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.The Skills You Bring<ul><li>Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul>The Value You Deliver<ul><li>You are helping families grow and protect their assets by:</li><li>Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul>How Your Work Impacts the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.The base salary range for this position is $115,000 - $200,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

VP, Wealth Management Advisor - Chicago Area

<h3>Job Description:</h3>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!The Expertise We’re Looking For<ul><li>Bachelor’s degree</li><li>Series 7 &amp; Series 63 licenses required (may be attained in role)</li><li>Experience in financial services and sales is helpful, but not required</li><li>Commitment to growing technical knowledge of the financial industry</li><li>Passion for capital markets and investment products</li><li>Aptitude and dedication for constant learning and self-improvement</li><li>Team player, confident, and self-motivated</li><li>Excellent communicator, excited to engage clients</li><li>Appreciate the challenge of working in a goal and results oriented environment</li></ul>As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. The three phases within the program: <ul><li>Licensing, training, and supporting financial advisor investment product inquiries</li><li>Pro-active client engagement to initiate new client relationships and sales opportunities</li><li>Sales territory ownership with an external sales partner, to drive investment product sales</li></ul>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: <ul><li>Capital Market and Investment Product Knowledge</li><li>Sales Process and Sales Territory Management</li><li>Consultative Presentation Capabilities</li><li>Financial Advisor and Intermediary Eco-System</li></ul>The Skills You Bring<ul><li>Your robust consultative selling, influencing and communication skills</li><li>A learner mindset, with determination for extensive skill development</li><li>Ability to develop technical depth in financial markets and investment product</li><li>Additive (or leader) to a competitive, collaborative, energized team</li><li>Organized, with ability to multitask, prioritize, and adjust to change</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Receptive to feedback and coaching</li><li>Thrive in team-based sales environment</li><li>Take initiative and strive to exceed expectations</li><li>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</li><li>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</li><li>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Compensation/Career Progression<ul><li>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</li><li>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is at least 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</li><li>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost 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.

Investment Sales Associate - January 2026 (Westlake)

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $59,000 - $74,000 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.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.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.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Bellevue, WA

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost 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.

Financial Representative - Fort Worth, TX

<h3>Job Description:</h3>Sr. Manager, Brokerage RiskThe Brokerage Risk team advises Fidelity’s dynamic individual investor businesses building lifetime relationships with self-directed clients and helping them save and invest. As an integral member of the team, you will be responsible for supporting critical components of our risk program including risk assessments, incident and issue management, and key risk initiatives. The Brokerage Risk team covers a wide array of brokerage services including digital products, trading and margin, core brokerage operations, and client services.The Expectations for this Role <ul><li>Advise new product, business and senior leadership on operational risks and risk mitigation strategies.</li></ul><ul><li>Proactively lead risk assessments to identify, assess, and monitor operational risks and control gaps. Partner closely with business leads to develop remediation action plans. </li></ul><ul><li>Develop and track business unit key risk indicators to monitor operational risk profiles. </li></ul><ul><li>Coordinate risk initiatives with other second-line-of-defense leaders and functions to optimize cross-functional effectiveness. </li></ul><ul><li>Collaborate with legal, risk, and compliance across the organization to identify emerging risks and opportunities. </li></ul><ul><li>Timely investigation of incidents, determine root cause, and advise on corrective actions. </li></ul><ul><li>Build effective working relationships with business leaders and cross-functional partners. </li></ul>The Expertise and Skills You Bring <ul><li>6-8+ years of risk, compliance, legal, or audit experience at financial services institutions, e.g., asset managers, banks, regulatory agencies.</li></ul><ul><li>Experience with brokerage products and services, brokerage operations, or client service operations – including familiarity with regulatory requirements.</li></ul><ul><li>Strong judgment and analytical skills – you will need to excel at quickly analyzing complex risk and business issues in a variety of substantive areas.</li></ul><ul><li>Knowledge of risk frameworks, risk classifications, and experience in conducting risk assessments.</li></ul><ul><li>Proficiency in power point and excel and ability to deliver engaging and persuasive presentations and reporting to management.</li></ul><ul><li>Experience with Archer GRC or any industry GRC tool.</li></ul><ul><li>Bachelor’s degree</li></ul>Behavioral Attributes <ul><li>Independent worker with a bias to action and ability to deliver and drive outcomes with minimal guidance in a fast-paced, distributed, and complex environment. </li></ul><ul><li>Building and maintaining effective working relationships across businesses and support functions is critical to the success of this role. </li></ul><ul><li>Demonstrates exceptional attention to detail and communications skills (verbal and written) </li></ul><ul><li>Balances pace over perfection and able to support multiple projects and committees. </li></ul>The TeamBrokerage Risk supports the retail distribution arm of Fidelity Investments focused on enabling self-directed customers to achieve their financial goals. Brokerage Risk is a dedicated team of risk professionals who partner directly with business leaders and cross-functional partners to ensure comprehensive risk management throughout the brokerage businesses – from the frontline to executive leadership. As part of this team, you will help deliver risk advisory support on major firm initiatives and new products and services that directly impact more than 18 million self-directed investors.Note: Fidelity is not providing immigration sponsorship for this position.The base salary range for this position is $89,000-180,000 USD 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>Risk

Senior Manager, Brokerage Risk

<h3>Job Description:</h3>RoleThe Select Market Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Select Market corporate client relationships! Primary responsibility is the effective leadership of approximately 10 Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 100+ corporate client relationships with over 500,000 individual participants and approximately $75-100B in assets under administration. The SVP, Group Manager is responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health &amp; Welfare administration), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings (ex: Student Debt, Workplace Giving).CANDIDATE MAY BE LOCATED IN ANY EASTERN OR CENTRAL REGIONAL LOCATIONThis position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, CHRO, SVP of HR) of existing and prospective customers. Effectiveness in the role requires superior executive presence, benefits and financial services acumen, and consultative sales skills. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business in order to maximize business results. Focus areas include client retention and loyalty, revenue growth, product and services adoption and relationship risk mitigation strategies. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.Expertise and Skills you Bring.<ul><li>Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.</li><li>Provide focused leadership, motivation, and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.</li><li>Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity.</li><li>Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.</li><li>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement.</li><li>Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and Rebid AE on all retention activities.</li><li>Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.</li><li>Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Develop and maintain strong relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.</li><li>Serve as Executive Sponsor for key client relationships including largest clients, clients with significant service escalations and clients requiring uptiering relationships based on risk mitigation plans.</li><li>Serve as functional liaison for the Select Market relationship management team effectively representing client and organizational interests with senior leaders across Fidelity.</li><li>In cooperation with SVP, Select Market Segment Lead, develop strategy and goals for the organization that produce year-over-year profitability.</li><li>Identify personal development objectives with each MD and support execution of plans to continually build competencies and skill sets to deliver outstanding business results.</li><li>Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Provide leadership to build an empowered, diverse and inclusive team and segment culture.</li><li>Work in cooperation with staffing organization to develop desired proficiencies and experience to acquire the best and brightest talent for the organization and maintain.</li><li>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</li><li>Ensure that team is compliant with all appropriate rules and regulatory requirements.</li><li>College degree required.</li><li>MBA or other advanced degree preferred.</li><li>Institutional client management and growth experience required.</li><li>Minimum of 5 years management experience required.</li><li>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</li><li>Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.</li><li>Proven 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 acumen.</li><li>Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.</li><li>Tangible competitive spirit with determination and motivation to win.</li><li>Proven leadership, coaching, and career developments skills with a mix of tenured and new professional MDs.</li><li>Demonstrated consultative sales skills.</li><li>Expert presentation, meeting management, and communication skills</li></ul>TeamWe will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.<h3>Certifications:</h3><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.

SVP, Group Manager Relationship Management

<h3>Job Description:</h3>The RoleAre you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience? If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.The Expertise and Skills You Bring <ul><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li><li>5+ years of experience generating analytical insights to drive strategic business initiatives related to customer service, distribution analytics and opportunity activation leveraging analytical tools and programming languages such as SQL, Python, R, etc.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers, delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>Bringing a data-driven approach to decision making through experimental design and practical application</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li><li>Experience in designing and developing dashboards &amp; reports of customer-level data using Tableau, Power BI, Qlik etc.</li><li>Experience with digital analytics, Natural Language Processing (NLP) or behavioral data a plus.</li></ul>The TeamWe are looking for analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics &amp; Customer Insights, you'll be embedded in Fidelity’s Brokerage business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.The base salary range for this position is $107,000-216,000 USD 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>Data Analytics and Insights

Senior Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3>The Role Are you looking for an exciting and challenging client facing role where you get to engage and establish a relationship with Plan Sponsors day in and day out? Do you like to learn new things and think creatively? Fidelity's Testing &amp; Reporting Services (TRS) team is seeking an experienced defined contribution compliance professional. This position acts as the primary contact for all Nondiscrimination Testing (NDT) and Form 5500 related services, encompassing client engagement, education, and consultation for NDT, Form 5500, PYES, and other special testing services.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent is required – preferably in Math, Finance, Accounting, Business or other related field</li><li>Defined Contribution client service experience required including consultation, ability to handle intensified issues, provide sales support and assist in implementing services</li><li>ASPPA credentials (a plus)</li><li>Excellent oral and written communication skills explaining sophisticated regulatory topics with any audience, tailoring delivery to the audience</li><li>Leading the client experience and collaborating to gain consensus</li><li>Strong ability to balance and prioritize client work, internal project work, and other responsibilities</li><li>Strong organizational skills and ability to supervise at-risk client relationships</li><li>Research topics independently and deliver solutions on complex regulatory issues</li><li>Contribute to thought leadership while leading and driving initiatives across the department and organization</li><li>Work with multiple levels of Fidelity and possess good presentation skills</li><li>Assist with plan design discussions, implementation review and explore process improvements</li><li>Educating clients regarding their plan’s test results</li><li>Set proper expectations for new clients, plan sponsor contacts, and internal business partners</li><li>Lead the testing service team to find solutions when complex issues or errors arise</li><li>Build the confidence of clients in Fidelity’s services by offering solutions to test failures</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamTRS handles Plan Year End Summary Reporting, Annual Compliance Testing, Form 5500 completion, and Audit Support for the plan’s year-end audit. We (the Compliance Consultants) initiate and maintain the relationship between the Plan Sponsor and TRS. TRS collaborates with various groups within Fidelity, including Managing Directors, Client Service Managers, Client Service Administrators, Implementation, Money Out, Transaction Processing, and Fidelity’s Workplace Consulting, to ensure smooth year-end testing and processing.<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.

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