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<h3>Job Description:</h3><p>Your passion to coach, develop, and lead others enables you to build a culture of associate engagement and deliver exceptional business results. You understand the ins and outs of what it takes to be successful and motivate others to achieve their goals. Participant Services associates provide Defined Contribution, Defined Benefit, Tax Exempt, and Health &amp; Welfare education and solutions to our customers with a mission of helping participants navigate their workplace benefits while delivering an extraordinary customer experience. You’ve got the service gene and inspire others to put it to use!</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>2+ years of management experience, preferably in a service-related role</li><li>WI product knowledge (DC, DB, and/or TEM) preferred</li><li>College degree or comparable work experience</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>You are an influencer who consistently makes a positive impact. You are passionate about coaching, managing, and leading approximately 20 associates to work collectively towards a common goal. You’re a motivator, energized by a dynamic environment and passionate about change. You can coach to key behaviors that help drive business results and empower others to embrace feedback and cultivate an environment focused on growth and development. You inspire others to create the best customer experience possible. In addition to leading your team, you’ll take a leadership role in a dynamic organization, partnering with your peer managers to build a positive and engaging site culture and associate experience.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your exceptional interpersonal and client service skills</li><li>An ability to manage a multi-goal scorecard and develop responsive action plans based on your experience and root cause analysis</li><li>Your ability to coach and engage associates in identifying roadblocks they’re facing and help them overcome obstacles</li><li>You’re a problem-solver and inspire creative solutions</li><li>You have strong communication skills</li><li>You know how to adapt and be flexible when the business changes</li><li>Your proven ability to build relationships across the organization</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Building lifetime relationships and playing a critical role in associate experience</li><li>You will help find opportunities within the business to help create solutions for success</li><li>Supporting associates daily and coaching to desired behaviors</li><li>Cultivating an environment of passion, growth, and development</li><li>Leading others through change</li><li>Implementing standards for optimized delivery performance aligned with industry standard</li><li>Communicating the state of project work to impact results on a site level</li><li>Partnering with different groups across the organization to align and inform others of future development</li><li>Carefully managing, monitoring and reporting results along with assessing and mitigating risk</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Participant Services Managers are the front-line leaders of our organization. The effort and success our financial associates bring to the firm is a mirror image of the value you bring. Our associates are the key element to success as we know and believe that an excellent customer experience can turn into a lifetime relationship for Fidelity. Your talent and skills are invaluable and appreciated by all.</p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Manager, Participant Services

<h3>Job Description:</h3><p><strong>Vice President Relationship Management</strong></p><p><strong>The Role</strong></p><p>Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.</p><p>In this role, the VP, Head of Relationship Management will partner with the broad management team to help enhance partnerships, shape the strategy, and develop a roadmap to continue to advance and evolve the business. You will provide leadership, coaching and training for a global team of Relationship Managers focused on driving deeper relationships, client loyalty, retention and business growth. </p><p>Your leadership will help Fidelity Digital Assets® organically grow our business and increase share of wallet, shape the future of our organization, and build strategies to ensure our Clients and Associates are successful.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Proven professional success in building and leading an institutional relationship management team and driving sales growth at a bank, broker-dealer or other financial or digital asset institution with a preference for technology-led services. </li><li>A minimum of 15 years of relevant financial services experience, global experience is a plus Passion, curiosity, and expertise knowledge of the Digital Assets ecosystem</li><li>5+ years people management experience that maximizes geographically disperse team performance and development, ideally in a financial operations setting</li><li>Ability to engage with Institutional Client executives to ensure strategic alignment and deliver solutions that will drive maximum relationship value</li><li>Experience with oversight and supervision of complex operational processes</li><li>Proven ability to successfully build and manage relationships with demanding and complex clients, and essential internal and external business partners</li><li>Proven leadership skills, particular on teams in face-paced, collaborative environments</li><li>Expertise and experience leading in the Digital Assets space</li><li>Relationship management, listening, questioning and superior communication</li><li>Ability to work in ambiguity and set tone and pace for peers and team</li><li>Proven risk-management and problem resolution skills</li><li>Ability to recognize process inefficiency and recommend improvement opportunity.</li><li>You will work to deepen Client retention and engagement</li><li>Driving revenue by gaining additional share of wallet</li><li>Supporting Strategic Clients and client retention</li><li>Helping shape and advance our global relationship management strategy</li><li>Developing associates to grow in current role and toward future opportunities.</li><li>Connecting the team and each associate to the broader organization and driving collaboration</li><li>Using sound judgement and being a steady hand at the wheel through change</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>The Relationship Management function operates in partnership with broader Fidelity Digital Assets® priorities. Our business is developing best in class products, services and platform capabilities for our institutional clients. As the digital assets asset class and regulatory landscape matures we are developing and shaping a business that defines the standard across both traditional finance and crypto natives cultures. You’ll work alongside product, strategy, marketing, business developing and technology to help bring this vision to life.</p><h3>Certifications:</h3><h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP Head of Relationship Management

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Workplace Investing is seeking a Principal Data Scientist to support initiatives around healthcare personalization and customization. You will lead data science projects at the intersection of machine learning and healthcare, working with business partners, data engineers, software developers, and other data scientists. You will be a subject matter expert, guiding artificial intelligence roadmaps and keeping up with the latest developments. The assignments may include exploratory analysis, feature engineering, experimentation, forecasting, numerical optimization, and real time scoring.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>MS in data science, statistics, or similar quantitative field; PhD and training in epidemiology and public health is a plus</p></li><li><p>Proven track record, over several years, in conceptualizing, planning, leading, and developing data science models; project work in medical cost prediction is a plus</p></li><li><p>Expert in training regression and classification models using typical ML algorithms (LLM is a plus), creating model documentation, and explaining model output (such as features and performance) to non-technical audiences (Consulting experience is a plus)</p></li><li><p>Demonstrated experience working with healthcare data, including claims with its various codes such as ICD-10 and CPT, is preferred</p></li><li><p>Knowledgeable about machine learning, causal inference, and statistics (familiarity with advanced public health, health benefit design and real-world evidence discovery studies is a big plus)</p></li><li><p>Proficient in SQL and Python with an ability to design, train, and code up machine learning and statistical models (experience with Sagemaker, Snowflake is a plus)</p></li><li><p>Committed to continuous learning and able to pick up new knowledge quickly</p></li></ul><p><strong>Experience with the full stack of data science:</strong></p><ul><li><p>Data extraction, cleaning, and preparation</p></li><li><p>Feature extraction</p></li><li><p>Algorithm development</p></li><li><p>Model training and evaluation</p></li><li><p>Putting applications into production</p></li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Data Scientists in Fidelity Workplace Investments use sophisticated machine learning and optimization to deliver personalized experiences to our customers. Your work will help participants learn how to plan for their healthcare needs and financial future and prepare for impending life changes.</p><p><strong>The Team</strong></p><p>Fidelity’s growing healthcare business services employees of our clients with offerings such as a benefits administration platform for selecting and managing their benefits and a health savings account product for saving for medical expenses. Analytics permeates many aspects of the business to better the customer experience, from recommendations during open enrollment to streamlining backend operations. We deliver both internal digital tools and customer facing applications by leveraging a diverse set of healthcare and benefit related data sources. We employ a full spectrum of data science techniques - statistical analyses from epidemiology, predictive models from machine learning, and LLM are all part of the mix. We push the envelope of what’s possible with advanced analytics to help people select, manage, and navigate their healthcare benefits.</p><p><strong>Company Overview</strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Principal Data Scientist (Healthcare)

<h3>Job Description:</h3><h3><strong>Job Title: Director, Annuity and Life Insurance Product Development and Management</strong></h3><h3><strong>The Role</strong></h3><p>Based in Boston, the Director of Annuity and Life Insurance Product Development and Management is a key member of the Fidelity Investment Life Insurance (FILI) team's growing product team that supports the development and management of annuity and life insurance products to provide value to Fidelity customers. This role will help drive FILI’s product development, including designing, developing, launching and managing annuity and life insurance products in collaboration with large and diverse cross-functional teams and external partners / vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuity, and life insurance products. </p><p>Specific responsibilities include:</p><p>Develop and Launch New Products:</p><ul><li><p>Participate in new product launches on the FILI product roadmap by partnering with cross-functional teams including but not limited to distribution, actuarial, legal, compliance, operations, technology, risk, finance</p></li><li><p>Develop detailed product specifications and applications in collaboration with product actuaries, compliance, technology and cross-functional teams</p></li><li><p>Partner with distribution to ensure alignment of product value proposition, methodology development, and planning / tools integration</p></li><li><p>Collaborate with distribution to create training and marketing materials for new products</p></li><li><p>Conduct product trainings to customer facing advisors, if needed</p></li><li><p>Participate in the development of innovative product offerings for FILI’s product roadmap by contributing annuity product expertise, customer prospectives, and industry market insights</p></li></ul><p>Manage Existing Products:</p><ul><li><p>Responsible for on-going annuity pricing rate submission in various systems, in collaboration with FILI actuarial team and reinsurance partners</p></li><li><p>Maintain and publish rate and sales tracking reports</p></li><li><p>Responsible for quarterly reporting on variable products</p></li><li><p>Partner with Operations, Actuarial, Compliance etc. on maintenance of annuity forms</p></li><li><p>Manage relationship with external vendors on tool access &amp; updates, contract approval and processing</p></li><li><p>Review contracts, riders, and prospectus language for consistency with product specifications</p></li><li><p>Review and maintain product training materials</p></li><li><p>Partner with cross functional groups on new fund additions to variable annuities, if any</p></li><li><p>Support our continued product enhancements to our Digital offerings</p></li></ul><p>Provide Product Expertise:</p><ul><li><p>Act as a Subject Matter Expert on Fidelity insurance-related initiatives</p></li><li><p>Contribute to market intelligence by assessing industry landscape, trends, and customer needs</p></li><li><p>Collaborate with diverse teams across Fidelity to support a variety of insurance related projects</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree required</p></li><li><p>8+ years of proven Annuity and Insurance experience, including developing, launching and managing annuity products</p></li><li><p>Deep product expertise in the annuities space</p></li><li><p>Strong communication skills, including the ability to communicate complex and technical concepts to stakeholders across different levels</p></li><li><p>Strong project management skills with experience influencing cross functional groups without authority</p></li><li><p>Ability to manage multiple competing priorities</p></li><li><p>Strong critical thinking and decision-making leveraging data driven insights</p></li><li><p>Knowledge of financial services products, and the role of annuities in retirement planning</p></li><li><p>Self-starter - able to assess what work needs to be completed and how to get it done</p></li><li><p>Ability to build and maintain positive relationships as you work collaboratively across teams</p></li><li><p>Expert in Microsoft Excel and strong user of other Microsoft products</p></li><li><p>Experience with Life insurance and group annuity is a plus</p></li><li><p>This role does not currently require FINRA registrations/licenses, however if a candidate already has FINRA registrations/licenses some may be maintained as 'permitted' in accordance with the Fidelity Licensing and Registration Policy </p></li></ul><p><strong>The Team</strong></p><p>Outstanding opportunity to join a newly formed team at FILI. The growing FILI Product Team is a dynamic group that supports the development and management of new annuity and life insurance products to provide value to Fidelity customers. FILI provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Annuity and Life Insurance Product Development and Management

<h3>Job Description:</h3><p>Fidelity Stock Transfer is looking for a Vice President, Account Executive to cover the West Coast territory of a quickly growing business. They will collaborate closely with existing relationships a company has with Fidelity as well as build their own relationships – both with existing publicly traded companies and private companies that are preparing to go public. They will also build awareness of our value proposition with the law firms that support them, and the venture capital and private equity firms that invest in them.</p><p><strong>What is a Transfer Agent?</strong></p><p>A transfer agent is a regulatory requirement for all publicly traded companies. Transfer agents keep track of who owns the company’s securities and handle the administrative aspects of those ownership changes along with issuing or cancelling shares. Fidelity Stock Transfer is focused on partnering with the next generation of category defining companies by acting as their transfer agent.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Demonstrated track record of enterprise sales success</p></li><li><p>Extensive experience in managing a sales process from lead to close.</p></li><li><p>You know how the venture capital, private equity and capital markets system works and can quickly pick up the regulations, competitive landscapes, technology, and current trends.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Extremely clear written and verbal communication with strong attention to detail</p></li><li><p>Demonstrated ability to run consistent repeatable sales processes</p></li><li><p>Exceptional analytical and critical thinking</p></li><li><p>Client-facing consultation and outstanding listening skills to understand needs.</p></li><li><p>Comfort with the ambiguity that comes with being an early sales hire for a business</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Ability through research and asking the right questions to clearly understand a prospective client’s needs and to understand who the ‘right’ client is.</p></li><li><p>Exhibit outstanding emotional intelligence and interest in others.</p></li></ul><p>This job is remote and will involve traveling 40% of the time for both client facing and internal meetings.<br> </p><p>* Fidelity is not providing immigration sponsorship for this position</p><p><strong>The Team</strong><br>This opportunity is brought to you by Fidelity Labs, Fidelity Investments’ in-house software incubator and digital studio. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. The Fidelity Labs organization has a portfolio of new businesses and is constantly prototyping concepts for Fidelity’s next new ventures.</p><p>Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.</p>The base salary range for this position is $103,000-$174,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Sales Support

Vice President, Account Executive

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant- Madison, WI

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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><p>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.</p><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>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Burlingame, CA

<h3>Job Description:</h3><p><strong>​The Role</strong></p><p>Join a team at the forefront of innovation, simplifying investing for millions of customers through cutting edge AI solutions.</p><p>We are seeking a user-focused Digital Product Owner for Fidelity Assistant with a passion for delivering results to lead a high performing squad passionate about improving our customer-facing chatbot across Fidelity.com and our flagship mobile app. This is a unique opportunity to shape the future of digital customer support by delivering intelligent, conversational AI experiences that drive real client and business value.</p><p>The Squad Leader is primarily responsible for delivering committed outcomes through prioritized features or capabilities on the integrated product roadmap. Squad leaders also conduct research and analysis for feature opportunities that align to product strategies. You will collaborate with engineering, data science, and UX partners to achieve committed outcomes.</p><p>This role requires a dedicated, committed, and hardworking leader who is able to:</p><ul><li><p>Design and deliver intuitive, conversational AI experiences that improve customer engagement and satisfaction</p></li><li><p>Partner with AI/ML teams to improve chatbot capabilities including NLP, intent recognition, sentiment analysis, and dialogue management</p></li><li><p>Demonstrate strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features.</p></li><li><p>Drive continuous delivery of Epics &amp; Stories, aligned to Sub-Initiatives that have been prioritized</p></li><li><p>Use data and customer insights to find opportunities, measure performance, and iterate on features</p></li><li><p>Inspire and empower your squad with clear goals, outcomes, and a shared vision of success that aligns the work they do and the value they deliver</p></li><li><p>Stay current with AI and machine learning advancements and apply them to improve chatbot functionality</p></li></ul><p><strong>The Skills and Expertise You Bring</strong></p><ul><li><p>Bachelor’s degree required; relevant graduate degree preferred in an area like computer science, or computational linguistics</p></li><li><p>10+ years of proven experience in digital product management, with at least 3 years focused on AI or chatbot technologies</p></li><li><p>Deep understanding of conversational AI, NLP, machine learning, and customer service automation; and integration with broader digital experiences</p></li><li><p>Proven ability to own the backlog, ensuring epics and stories are clear and concise with well-defined business value and acceptance criteria</p></li><li><p>Experience leading cross-functional teams in an agile environment</p></li><li><p>Strong analytical mentality with experience using data to drive product decisions</p></li><li><p>Strong influencing and problem-solving skills to resolve cross-business unit and competing product area/squad level strategic priorities</p></li><li><p>Excellent communication and stakeholder management skills</p></li></ul><p><strong>The Team</strong></p><p>As part of the Brokerage Digital Product domain, the Digital AI Solutions product area tap into the power of industry leading conversational AI solutions to provide our customers and associates simple, fast, and easy digital experiences across all channels.</p><p>You will work in partnership with the Fidelity Assistant Group Squad Leader, the Product Area Leader, other Squad Leaders, Scrum Masters, and Chapter Leaders aligned to your product group. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Product Owner/Squad Leader, Chatbot

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - San Francisco, CA

<h3>Job Description:</h3><h3><strong>Job Title</strong> Sr. Analyst/<em>Audit Manager</em> </h3><h3><strong>The Role</strong> </h3><h3>Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Manager you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. </h3><h3><strong>The Expertise and Skills You Bring</strong> </h3><ul><li><h3>BA/BS in Accounting, Finance, or related field of study. </h3></li><li><h3>Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. </h3></li><li><h3>5-7 years of external and internal audit or related experience, preferably in financial services. </h3></li><li><h3>In-depth knowledge of audit practices, tools, techniques, concepts, and trends </h3></li><li><h3>Knowledge of the workplace and/or healthcare businesses including workplace product offerings and services (e.g., defined benefits, defined contributions, stock plan services, health and benefit administration) </h3></li><li><h3>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. </h3></li><li><h3>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </h3></li><li><h3>Strong problem solving and analytical skills. </h3></li><li><h3>Commitment to innovative, collaborative, and digital working style. </h3></li><li><h3>Strong presentation, written, and interpersonal communication skills. </h3></li><li><h3>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </h3></li><li><h3>Knowledge in IT general controls is a plus. </h3></li></ul><h3><strong>The Team</strong> </h3><h3>The Sr. Analyst/Audit Manager will be responsible for performing business and/or integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: </h3><ul><li><h3>Works with business and technology management to build an understanding of complex functions. </h3></li></ul><ul><li><h3>Workflows end-to-end business processes and supporting technologies, highlighting risks and controls embedded throughout the function. </h3></li></ul><ul><li><h3>Leverages audit automation tools in the evaluation of business operations and systems. </h3></li></ul><ul><li><h3>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </h3></li></ul><ul><li><h3>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </h3></li></ul><ul><li><h3>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </h3></li></ul><ul><li><h3>Coaches and mentors Analysts and Senior Analysts on the team. </h3></li></ul><ul><li><h3>Builds deep working relationships with audit teams and clients. </h3></li></ul><h3><strong>Company Overview </strong> </h3><h3>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. </h3><h3><strong>Join Us</strong> </h3><h3>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. </h3><h3>At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “<a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. </h3><h3>We invite you to <strong>Find Your Fidelity</strong> at <a href="http://fidelitycareers.com/" target="_blank">fidelitycareers.com</a>. </h3><h3>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. </h3><h3>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations @fmr.com</a>, or by calling 800-835-5099, prompt 2, option 3. </h3><h3><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. </h3><h3>Certifications:</h3><h3>Category:</h3>Audit<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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