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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>You are an influencer who consistently makes a positive impact. You’re passionate about coaching, managing and leading associates to work hard collectively as a team! You’re a motivator, focused, fast-paced and inspired by change. You can coach to key behaviors that help drive business results by analyzing data to generate insights. You empower others to accept feedback and develop an environment focused on growth and development. You encourage others to create the best customer experience possible.</p><p>We are seeking a Senior Business Analyst of Alternative Investments products and services, who will be responsible for the creation and tracking of requirements for operations business that supports over $80B in customer assets. Alternative Investments is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. You will navigate Alternative Investments processes, introduce automation where applicable, determine outcomes, and make decisions based on data insights and ensure the ultimate client experience for our clients.</p><p><strong>The Value You Deliver</strong></p><p>· Crafting lifetime internal and external relationships and playing a meaningful role in the customer experience</p><p>· Finding opportunities to drive the business towards a first-class digital experience</p><p>· Supporting associates daily and coaching to desired behaviors</p><p>· Fostering an environment of passion, growth and development</p><p>· Leading others through change</p><p>· Implementing standards for optimized performance delivery, aligned with industry best practices</p><p>· Partnering with Technology to ensure product rollouts to deliver maximum benefit to Fidelity</p><p>· Carefully managing, monitoring and reporting results along with assessing and mitigating risk</p><p><strong>The Expertise and Skills You Bring</strong></p><p>· Bachelor’s degree</p><p>· 5+ years of business analysis experience is preferred</p><p>· Alternative Investments experience is preferred</p><p>· Experience with data reporting/analytics tools such as Business Objects, Tableau, PowerBI</p><p>· Experience with QA and validation testing processes and tools</p><p>· Experience with Agile methodology and processes, Jira creation/tracking and Confluence</p><p>· College degree or applicable work experience</p><p>· Proven problem-solving ability that encourages creative solutions</p><p>· Effective communication skills</p><p>· Ability to adapt and be flexible when the business changes</p><p>· Proven ability to establish links across the organization</p><p>· Ability to grow and deepen industry relationships</p><p><strong>The Team</strong></p><p>The Director leads the Fidelity Operations and Services Group (OSG) Strategy team and is accountable for providing business analysis cross channel support of third-party alternative investment products. The team focuses on process &amp; technology automation and integration, business testing, enhanced operational reporting, and metrics. You will work with the team to understand our operational policies and procedures, provide the team with support of our operations, and advocate for improvements.</p>The base salary range for this position is $66,000-$104,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis

Fidelity Investments

Senior Business Analyst

<h3>Job Description:</h3><h3><strong>Vice President, Research and Analytics</strong></h3><h3><strong>The Role</strong></h3><p>As the Vice President, Research and Analytics, you will be a trusted partner to the Real Estate organization, providing valuable insight into associate behaviors regarding the use of workspace and amenities. These insights are developed using sophisticated data analytics and timely reporting, underpinned by accurate data. The objective of your work is to develop effective strategies and support data-driven, well-informed decision-making.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>10-15+ years of proven experience in Data Analytics, Strategy or similar role.</li><li>Demonstrated success using data to inform strategies and decision-making.</li><li>Strong executive communication skills with expertise conveying complex information and data simply and meaningfully.</li><li>Critical thinking and creative problem-solving with the ability to identify opportunities to improve processes and data accuracy.</li><li>Passion for people management with the ability to motivate and evolve teams through effective thought leadership, management and coaching.</li><li>Strong collaboration and knowledge sharing across the Enterprise.</li><li>Comfort with ambiguity and working in an ever-evolving, dynamic environment.</li><li>Use your influencing skills to advance Real Estate priorities across a broad group of stakeholders.</li><li>Partner with Real Estate functional leaders to provide insights into various Real Estate strategies and decisions.</li><li>Partner with various technology groups to support and execute data-related initiatives.</li><li>Develop and implement the Real Estate data strategy.</li><li>Oversee Real Estate data governance practices.</li><li>Manage large scale Enterprise-wide initiatives to support reporting and advanced analytics efforts.</li><li>Perform market scans, gathering relevant industry data to support decision-making.</li><li>Lead a high-performing, geographically diverse team.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, offering a full range of services to Fidelity business units nationally and internationally. Our philosophy is customer centric-everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all levels. We manage more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, multiple data centers, and more than 200 retail investor centers.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President, Research Analytics & Insights

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Data Product Manager within Stock Plan Services (SPS), you will lead the vision and strategy for a multi-year recordkeeping data product that supports both near-term recordkeeping goals aligned to long-term aspirations for data innovation. You will be accountable for defining business data subjects for our plan admin recordkeeping needs and working with technology leaders and delivery teams in delivering near-term solutions towards longer term business data needs and power API-driven solutions. Through your foresight and oversight you will support near-term execution in delivery squads aligned to long-term strategic goals for the plan admin product that lay the foundation for using data to drive innovation.</p><p>You will apply your deep stock plan expertise with data product management knowledge to drive innovation, ensure adoption of data standards, and deliver differentiated business value. You will work cross-functionally with technology, architecture, governance, and capability teams to ensure alignment, consistency, and excellence in data delivery.</p><p>You will also have a strong 'look ahead' mentality, anticipating future customer needs, market trends, and technical dependencies to build a proactive and resilient product roadmap. As part of planning, you will identify risks and opportunities early, align resources across the domain effectively, and ensure seamless execution of long-term strategies. Your ability to think several steps ahead will be critical in driving innovation, avoiding delivery bottlenecks, and maintaining alignment with business goals. Ideal candidates will have a passion for strategic planning, a collaborative spirit, and a proven track record of delivering value through foresight and preparation.</p><p><strong>The Team</strong></p><p>You will collaborate closely with the Product Area Leader, development squads, Chapter Leaders, and key stakeholders across SPS and the enterprise. You will foster a culture of agility, innovation, and continuous improvement while promoting Fidelity’s leadership principles and values.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>10+ years of experience in data product management, systems development, or technical leadership roles.</p></li><li><p>Proven ability to define and execute data strategies aligned with innovative business outcomes.</p></li><li><p>Strong fluency of data as a product thinking with data platforms.</p></li><li><p>Demonstrated ability to establish and monitor governance frameworks to drive adherence to a data strategy.</p></li><li><p>Experience with API development, data replication, and platform readiness (risk, compliance, performance).</p></li><li><p>Familiarity with data governance, metadata management, and enterprise taxonomy.</p></li><li><p>Demonstrated success in leading cross-functional teams and driving adoption of standards.</p></li><li><p>Proven ability to accept ambiguity and knowledge of how to apply your problem-solving skills to find your way out of the fog</p></li><li><p>Capable of collaborating across multiple teams and partners in a matrixed environment</p></li><li><p>Ability to think strategically and for the long term without sacrificing pace over perfection</p></li><li><p>Bachelor’s degree required; MBA or advanced technical degree preferred.</p></li><li><p>Financial services experience and Agile methodology exposure are strong pluses.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>You think strategically and decompose a business strategy into an action, translating business needs into data solutions.</p></li><li><p>You are a strong communicator and collaborator, able to influence without authority.</p></li><li><p>You are technically fluent and comfortable working with architects, engineers, and data scientists.</p></li><li><p>You are passionate about data quality, governance, and delivering value through data.</p></li><li><p>You are comfortable managing complex initiatives and navigating organizational dynamics.</p></li><li><p>You are intellectually curious and committed to continuous learning and improvement.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Leading the definition and execution of equity compensation plan admin data product strategy across multiple squads and platforms.</p></li><li><p>Delivering robust data platform capabilities, including APIs, pipelines, and infrastructure readiness.</p></li><li><p>Driving adoption of data standards and practices across capability squads and environments.</p></li><li><p>Partnering with COEs (e.g., Architecture, Data Modeling, Governance) to ensure scalable and compliant solutions.</p></li><li><p>Prioritizing and managing a unified backlog of data-centric initiatives aligned with business goals.</p></li><li><p>Supporting data technology innovation through proofs-of-concept (e.g., data bridging, translation layers).</p></li><li><p>Ensuring data quality, reconciliation, archival, retention, and metadata management across the ecosystem.</p></li><li><p>Measuring and reporting on the performance and impact of data initiatives using critical metrics and scorecards.</p></li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Stock Plan Services delivers best-in-class equity compensation administration for corporate clients. As a Data Product Manager, your leadership will enable the modernization of SPS’s data ecosystem, supporting new product development, operational efficiency, and strategic growth. Your work will directly impact the quality, accessibility, and value of data across the organization.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Squad Lead - Data Product Manager

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Geneva, IL

<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 63 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Seal Beach, CA

<h3>Job Description:</h3><p>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p>The base salary range for this position is $106,500 - $171,500 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Annapolis, MD

<h3>Job Description:</h3><p>The Senior Vice President Institutional Sales will focus on Fidelity Asset Management sales to corporate defined benefit, defined contribution investment only, endowment and foundation, insurance balance sheet, and Taft Hartley prospects. This individual will develop and implement a coherent, regionally focused business development plan and will be charged with raising significant amounts of new revenue from the prospective distribution channels listed above.</p><p><strong>The Expertise You Have</strong></p><p>•Bachelor’s Degree required, MBA and CFA desired</p><p>Series 7 and 63, strong knowledge of US and international capital markets</p><p>•At least 10+ years of institutional sales experience / proven success covering Institutions</p><p>•Experience selling target date solutions</p><p>•Defined benefit experience. Familiarity with LDI and risk management solutions.</p><p><strong>The Skills You Bring</strong></p><p>•Proven ability to build and execute. At least ten years of institutional sales/distribution experience working with institutional clients and their consultants.</p><p>•Proficient and successful in selling traditional and alternative investment management solutions</p><p>•Excellent presentation and communication skills needed to present, deliver and articulate the Firm’s positioning and development of existing and new products (FIAM and FMR investment products).</p><p>•Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner.</p><p>•Strong consultative, relationship-based selling skills.</p><p>•Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets.</p><p>•Outstanding collaboration skills, ability to work appropriately with portfolio managers, , research, marketing, consultant relations, and fellow sales professionals to position and sell the full range of investment solutions for institutional clients.</p><p>•Proven ability to work across a complex organizational culture</p><p>•Self-motivated, driven individual who will find value-added ways to engage with CFO/Treasurers</p><p><strong>The Value You Deliver</strong></p><ul><li>Excellent communication skills working with various groups within the Fidelity organization</li><li>Identify new institutional client prospects, speaking engagements at conferences and raising, appropriately, the visibility of the Firm.</li><li>Must be proactive and have excellent communication and presentation skills.</li><li>Excellent interpersonal, problem solving, influencing, and consultative skills.</li><li>Excellent organizational skills follow through and ability to prioritize.</li><li>Strong leadership and team building skills.</li><li>Passion for financial markets, investment process and provision of effective investment solutions.</li><li>Develop relationships with investment consultant and advisor community</li></ul>The base salary range for this position is $185,000-$400,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

SVP, Institutional Sales

<h3>Job Description:</h3><h3><strong>The Team:</strong></h3><p>Fidelity Corporate Risk Management is a global organization dedicated to protecting Fidelity’s customers, associates, and brand. We do this by helping Fidelity’s business manage operational, regulatory and financial risk. The Project Management Office is responsible for working with our business and technology partners in delivering results associated with strategic initiatives and a multi-million-dollar technology portfolio aligned with Risk mandates.</p><p> <strong>The Expertise You Have:</strong></p><ul><li>Bachelor's degree or higher in business or related discipline.</li><li>5+ years of working experience, preferably within financial services.</li><li>3+ years of project management experience with a strong understanding of PM methodologies and tools, PMP certification a plus.</li></ul><p><strong>The Skills You Bring:</strong></p><ul><li>Your ability to define, manage and successfully deliver corporate risk projects tied to Corporate Risk’s Project Management Office (PMO) portfolio management goals.</li><li>Advanced organizational and prioritization skills.</li><li>Strong communication and leadership skills, able to integrate stakeholders across multiple levels of the technology and business organizations.</li><li>Able to effectively respond to a dynamically changing work environments and positively influence outcomes through stakeholder accountability.</li><li>Extensive experience with MS Office Suite, PowerPoint/PDF, SharePoint and work tracking tools (Jira, Archer). MS Project experience a plus.</li></ul><p><strong>The Value You Deliver:</strong></p><ul><li>Project Initiation, Scoping &amp; Planning – Define scope, identify stakeholders, hold kickoff meetings and develop detailed schedules based on the defined project objectives.</li><li>Monitoring &amp; Controlling Outcomes – Drive projects to completion on-time and within budget. Track and report progress through ongoing stakeholder meetings using Corporate Risk PMO artifacts.</li><li>Risk &amp; Resource Management – Identify potential risks and establish mitigation/contingency plans to address them throughout the project lifecycle. Continuously track aligned resource availability and effectiveness.</li><li>Status Reporting – In alignment with PMO transparency expectations, provide periodic status updates to defined stakeholder groups and project sponsors.</li><li>Relationships - Build and foster business and technology partner relationships.</li><li>Project Closeout – Upon project completion, hold debrief sessions to identify and document lessons learned.</li></ul>The base salary range for this position is $89,000-$150,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Risk Senior Project Manager

<h3>Job Description:</h3><p><strong>SENIOR MANAGER, DIGITAL TRANSFORMATION</strong> </p><p><strong>The Role</strong> </p><p>Are you passionate about driving transformation at scale and making an impact for millions of clients? Fidelity’s Digital Transformation team partners across channels, journeys, and platforms to reduce friction, improve efficiency, and enhance client experience. </p><p>As a Senior Manager, Digital Transformation, you will join the Digital Products function with a mandate to deliver measurable impact by reducing cost-to-serve, driving adoption, and embedding reusable solutions that enable frictionless experiences. This role is highly cross-functional, sitting at the intersection of execution, business transformation, data insights, and client enablement. </p><p>You’ll manage delivery of established initiatives while also shaping the next wave of high-impact transformation plays that streamline servicing, drive adoption, and improve business outcomes. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Bachelor’s degree required; MBA or other advanced degree preferred </p></li></ul><ul><li><p>6+ years of progressive experience in strategy consulting, transformation, or enterprise program leadership; financial services experience is a strong plus </p></li></ul><ul><li><p>Proven success in leading large scale transformation initiatives from ideation through execution with measurable impact on cost, efficiency or revenue </p></li></ul><ul><li><p>Expertise in digital transformation, customer servicing &amp; segmentation, or channel orchestration strategy in large matrixed organization </p></li></ul><ul><li><p>Strong track record of leading complex initiatives across functional lines with measurable business outcomes </p></li></ul><ul><li><p>Ability to craft executive-ready presentations and business cases to drive decision-making </p></li></ul><ul><li><p>Comfortable managing multiple priorities in a matrixed, fast-paced environment </p></li></ul><ul><li><p>Past experience in identifying root causes and design practical solutions — applying a consulting mindset to frame problems, size opportunities, and mobilize execution. </p></li></ul><ul><li><p>Strong communication and organizational skills; capable of influencing without authority </p></li></ul><ul><li><p>Comfortable using dashboards, external / internal trends, behavior signals and client metrics to derive insights and shape enterprise thinking </p></li></ul><p><strong>The Team</strong> </p><p>The Digital Transformation team is part of Fidelity’s Digital Products organization, focused on scaling client adoption and enhancing experiences across channels. The team runs enterprise-wide transformation plays that directly impact customer experience, operational efficiency, and business growth. </p><p>We partner across channels, journeys, and platforms to reduce friction, simplify servicing, and embed reusable solutions that scale across the firm. Our work connects business strategy with execution — ensuring outcomes that matter for customers, associates, and Fidelity overall. </p><p>You’ll be joining a high-performing team that values creativity, accountability, and ownership — and you’ll have the opportunity to directly influence how Fidelity evolves its transformation capability. </p>The base salary range for this position is $89,000-$150,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Senior Manager, Digital Transformation

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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