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<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><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>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><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>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul><h3>Our Investments in You</h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></li><li>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></li></ul><h3>How Your Work Impacts the Organization</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Financial Consultant - Cambridge, MA

<h3>Job Description:</h3>RoleThe Strategic Market Relationship Management Team Lead (SVP Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Strategic Market corporate client relationships! Primary responsibility is the effective leadership of 10 SVP, Managing Directors (MDs) to ensure the satisfaction and retention corporate client relationships. Responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health &amp; Welfare), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings.This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, SVP of HR) of existing and prospective customers. The SVP Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.Expertise and Skills you Bring<ul><li>Accountable for retention, dedication, happiness, and relationship growth of client book of business.</li><li>Provide focused leadership, motivation and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.</li><li>Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity.</li><li>Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.</li><li>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement.</li><li>Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including collaboration with the MD and Rebid AE on all retention activities.</li><li>Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.</li><li>Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Develop and maintain positive relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.</li><li>Serve as Executive Sponsor for key clients, clients with significant service customer concerns and clients requiring uptiering relationships based on risk mitigation plans.</li><li>Identify personal development objectives with each MD and support execution of plans to continually build proficiencies and skill sets to deliver outstanding business results.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Provide leadership to build an empowered, diverse and inclusive team and segment culture.</li><li>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</li><li>Ensure that team is aligned with all appropriate rules and regulatory requirements.</li></ul>Education and Experience<ul><li>College degree required</li><li>MBA or other advanced degree preferred.</li><li>Institutional client management and growth experience required.</li><li>Minimum of 5 years management experience required.</li><li>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</li><li>Strong demonstrated negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing.</li><li>Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.</li><li>Strong revenue management and overall financial acumen.</li><li>Ability to lead multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.</li><li>Validated leadership, coaching, and career developments skills with a tenured team of professionals</li><li>Validated consultative sales skills.</li><li>Experienced presentation, meeting management, and communication skills.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship ManagementFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

SVP, Managing Director Team Leader- Relationship Management

<h3>Job Description:</h3>The RoleWe are seeking a results-oriented and motivated associate who thrives working with teams to deliver outstanding Cash Management products and services via Fidelity.com and our native mobile App. Interested in being part of the Cash Solutions team driving outstanding client and business value to Fidelity and our customers? If so, read on and apply soon! This role will focus on the commercialization responsibilities of the FDIC Sweep and core accounts products and capabilities in the Cash Solutions domain.The Expertise and Skills You Bring <ul><li>Bachelor’s Degree required, MBA preferred.</li><li>8 – 12 years of proven experience in financial services, with focus in banking, treasury management, cash management experience is preferred. </li><li>Strong relationship management skills and comfort working with senior leadership internal and external to Fidelity.</li><li>A combination of strong analytical and interpersonal skills with a learning and growth mindset.</li><li>Experience working across Fidelity business units and ability to manage multiple vendors and partners (internal / external)</li><li>Comfortable managing multiple complex processes and initiatives, while maintaining updated and accurate documentation that aligns to legal, compliance, audit and other regulatory standards.</li><li>Strategy and execution skills to run impactful programs aligned to strategic plans &amp; objectives</li><li>Strong presentation and persuasion skills to achieve consensus with multiple audiences including active listening skills to integrate different perspectives and achieve better outcomes.</li></ul><ul><li>Experience managing vendors and related contracts, oversight and processes</li></ul>Responsibilities of the job will include the following: <ul><li>Directly manage multiple bank partners, collaborating with bank leadership, internal treasury and Enterprise Relationship Management teams.</li><li>Support the negotiation, drafting, review and approval of complex legal contracting processes.</li><li>Support the technology, operations, treasury and vendor teams for all FDIC Sweep program bank required control points, including interest rate management, invoicing, billing, etc.</li><li>Develop and maintain expertise in FDIC and other bank regulatory requirements pertinent to our sweep program.</li><li>Leveraging client centered techniques such as hypothesis driven design, journey mapping and other similar techniques to identify opportunities to innovate and grow the FDIC sweep program. </li><li>Lead the measurement and analytics Provide high level direction to internal partners across the FDIC and core account products and identify key insights that support leadership decisions in forecasting balances, business economics and planning.</li><li>Active participation in and/or leading defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements. </li><li>Participating in and leading go to market efforts</li></ul><h3>The Team</h3>Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.

Director, Cash Payments/Money Movement and Sweep Programs

<h3>Job Description:</h3>You blend critical thinking with advocacy and alignment to support the ongoing management of and strategy for the Workplace Managed Accounts Product Area. As a member of the Workplace Managed Accounts strategy team, you will be responsible for:<ul><li>Managing a portfolio of product area priorities</li><li>Supporting planning efforts and executive updates</li><li>Leading key governance activities both within and outside of the product area, including collaboration with leaders across the product area and key business partners.</li><li>You will work across product area and alongside our partners to evaluate and influence strategic decisions, roadmaps and execute on the top growth opportunities.</li></ul>This role will leverage a unique blend of planning and strategy. <h3>The Team</h3>As part of the Workplace Managed Account (WMA) Product Area, the strategy team, is responsible for guiding longer-term business and product strategy as well as managing planning and governance processes. We place a strong emphasis on outside-in thinking by interpreting market signals and understanding client and customer needs, while also ideating and incubating new opportunities. We also play point with Workplace Strategy &amp; Planning to manage the WMA portfolio multi-year planning processes and executive insights.<h3>The Value You Deliver </h3><ul><li>Work with Product Area and Group Squad leadership to facilitate development and prioritization of roadmap grounded in our objectives and assessment of opportunities</li><li>Build credibility and trust with a diverse set of leaders in and out of the product area to influence and align around shared goals and visions</li><li>Develop executive level communications for internal and external discussions</li><li>Participate in and facilitate regular strategic planning discussions </li><li>Own Product Area planning routines and roadmaps, maintaining alignment and transparency across the leadership team and soliciting feedback from appropriate teams</li><li>Build and leverage knowledge about our tools, systems, and processes and utilize these learnings to streamline processes and drive best practices</li><li>Conduct market, customer, and competitive research to bring an outside-in perspective to help identify value to customer and inform opportunities</li><li>Collaborate with partners to develop growth opportunities that meet client and customer needs</li></ul><h3>The Expertise You Have </h3><ul><li>Experience in management consulting / strategy is strongly preferred, and previous experience in project management is a plus</li><li>Financial services experience preferred, but not required</li><li>Bachelor’s or equivalent with 10+ years of experience, Master’s preferred</li></ul><h3>The Skills You Bring </h3><ul><li>Ability to lead multiple initiatives simultaneously and with multiple groups</li><li>Strong project management and attention to detail to ensure the Product Area processes are complete, accurate, and delivered on time</li><li>Proactive and action-oriented; willing to take the initiative and bring others along instead of waiting for permission</li><li>Strategic thinking and ability to analyze and synthesize a variety of inputs to drive to a recommendation</li><li>Strong cross-functional leadership and skills to navigate a demanding environment and influence partners with a wide range of priorities and perspectives</li><li>Work with Product Area leadership to manage agendas for key routines, including Extended Staff meetings, Offsites, and All Associates meetings</li><li>Comfortable with a fast-paced environment and responding to urgent requests that may arise</li><li>Excellent consultative, listening, communication, and analytical skills</li><li>Continuous improvement mindset and intellectual curiosity</li><li>Strong team collaboration with the ability to navigate differences in opinion with grace and utilize constructive feedback as data for the next iteration</li></ul>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. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.

Director, Managed Accounts Strategy & Planning

<h3>Job Description:</h3>Job Description:The RoleThis is an individual contributor data science role. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems.You will have:<ul><li>PhD or Master's in AI/ML, Computer Science, Statistics, Physics or Finance (with a background in Machine learning), with 6+ years plus of industrial experience. </li><li>Deep expertise in Python, data-centric AI/ML techniques</li><li>Experience taking a model to production and realizing measurable value from it to the team or firm</li><li>Ability to work on and drive progress for multiple projects at the same time</li><li>Experience guiding business on identifying AI use cases and optimally contributing to brainstorming sessions</li><li>Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results</li><li>Excellent planning, project management, consulting, leadership, and talent management skills</li><li>Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery</li></ul> The TeamWe are a data science team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from research to production. We enjoy learning new skills and have incorporated some LLM use cases into our pipeline, amongst other emerging technologies. <h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.

Director, Data Science

<h3>Job Description:</h3>Job DescriptionAs a Manager within the Credit Risk organization, you will be responsible for independently assessing the creditworthiness of institutional clients of Fidelity Capital Markets (FCM) Prime Services as well as monitor the credit and market exposure to these counterparts. This role will focus on risk assessment of active trading counterparties—primarily LLCs and LPs engaged in strategy-driven trading activity—while also supporting broader Prime Brokerage risk coverage. The ideal candidate will have a strong foundation in financial statement analysis, trading strategy evaluation and margin methodologies. You will monitor trading line usage for assigned counterparts, proactively identify emerging risks, and escalate issues with actionable recommendations to the Vice President of Credit Risk as appropriate.The TeamThe Fidelity Institutional Credit Risk Management Team sits within the Fidelity Enterprise Risk Management organization and is part of the Credit and Counterparty Center of Excellence. The team is responsible for credit risk assessments for new and existing clients including but not limited to banks, broker/dealers, hedge funds, registered investment advisers and corporations.The Expertise You Have<ul><li>Bachelor’s degree in finance, economics, or accounting</li><li>3 – 5 plus years of related credit experience</li><li>CFA or CFA Candidacy helpful but not required</li></ul>The Skills You Bring<ul><li>Your knowledge of Prime Brokerage, Capital Markets products, investment strategies, financial statement analysis and accounting principals</li><li>Strong analytical, written, and oral communication skills that will be leveraged in influencing decisions</li><li>Your ability to work effectively in a trading environment, prioritize workload and contribute as a member of a dynamic, fast paced team</li><li>Excellent problem-solving skills</li><li>Your experience with Bloomberg, PowerPoint, Excel, Tableau and Power BI</li></ul>The Value You Deliver<ul><li>Performing written financial and risk analysis on all new and existing trading counterparts and establishing appropriate trading guidelines based on analysis</li><li>Monitoring and escalating credit and market exposure as necessary, utilizing various financial tools to assess, monitor, and measure daily counterparty trading activity</li><li>Collaborating with Compliance, Legal, Collateral and Operational Risk teams and building relationships cross the organization to resolve issues and support the needs of the Fidelity Prime Services business</li><li>Advising the business to ensure an effective risk governance structure and communication of Credit Risk Management policies and procedures</li><li>Documenting enhancements to existing credit risk policies and procedures and assisting in drafting new policies and procedures as needed</li><li>Developing and implementing credit risk monitoring techniques and assisting in the evaluation of new products and trading systems for the business and the Credit Risk group</li><li>Participating in the development, enhancement and testing of risk management systems</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $71,000-$112,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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.<h3>Certifications:</h3><h3>Category:</h3>Risk

Counter Party Credit Risk Manager

<h3>Job Description:</h3>Actuarial AssistantThe RoleBased in Boston, the Actuarial Assistant is a key member of Fidelity Investment Life Insurance (FILI) Company's growing product team. The Actuarial Assistant will help drive FILI’s innovative approach to Pricing and Product Development. The ideal candidate has experience with individual annuity and life insurance products and pricing, as well as technical proficiency. The candidate will assist on research initiatives and develop analysis to assess attractiveness of adding new products to FILI’s product roadmap. Other key roles include:<ul><li>Help manage our current suite of FILI products, including ongoing support for annuities and life insurance offerings</li><li>Support models and perform analysis to support the pricing of annuity and life insurance products</li><li>Help analyze potential reinsurance options on annuity and life insurance products</li><li>Support our continued product enhancements and pricing considerations on our Digital Term and Digital Annuity offerings</li><li>Work with the broader team and our internal distribution agency on building out product specifications</li><li>Utilize Microsoft Excel and other tools to develop pricing and projection models to help support the business</li><li>Collaborate with diverse teams across FIG and Fidelity to support variety of ad hoc insurance related projects</li><li>Clearly communicate results both in writing and in person to senior stakeholders.</li></ul>This role is part of FILI’s Actuarial Student Program – providing generous actuarial exam support and competitive exam raises.Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skills You Bring<ul><li>3+ years of proven insurance experience.</li><li>Progress towards Fellowship in the Society of Actuaries (SOA)</li><li>Experience with individual life insurance and annuity products. Pricing and Product Development experience is a plus</li><li>Technical skills to build new models and/or expand or enhance existing models including model development, testing, controls and documentation</li><li>Critical reading and writing skills to help adhere to extensive regulatory rules related to insurance products</li><li>Proficient in Microsoft Excel and strong user of other Microsoft products</li><li>Prior experience working in Prophet or another modeling software package such as AXIS, MG-ALFA, and/or MoSes is a plus</li><li>Familiarity with Python, Visual Basic, SQL, or other programing languages is a plus</li><li>Strong communication skills, including the ability to help various stakeholders understand risks associated with insurance products and explain sophisticated topics to non-technical people at all organizational levels.</li><li>Ability to build and maintain positive relationships as you work collaboratively across teams.</li></ul>The TeamOutstanding 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 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.<h3>Certifications:</h3><h3>Category:</h3>RiskFidelity’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.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.

Actuarial Assistant

<h3>Job Description:</h3>As a Fixed Income Squad Leader/Product Owner, you blend investment management, relevant industry knowledge and an Agile mindset for delivering results with a passion. You are the end-to-end gatekeeper of the squad's mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements. You will set and refine the mission and bring together a team of chapter members to execute. You will alignment the Squad on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.The Expertise We’re Looking For <ul><li>Bachelor’s degree in business, computer science or engineering preferred.</li><li>10+ years’ experience working as a Product Owner in a software development environment.</li><li>Experience building Asset Management or Trading workflows/products is preferred.</li><li>Experience designing, creating, and maintaining dynamic products and solutions.</li><li>Experience building roadmaps and working with agile team to deliver on milestones.</li><li>Experience leading an agile development team.</li></ul>The Skills You Bring<ul><li>You possess strong business knowledge related to building products that display financial information to customers.</li><li>You grasp sophisticated product features and break them into clear and concise narratives with well-defined business value and acceptance criteria and efficiently communicate these.</li><li>You have a strong focus on execution and identify, communicate, and remove impediments to progress.</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building hard-working teams.</li><li>You build and maintain relationships as you work across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach.</li><li>You are intellectually curious and model a culture of continuous learning, mentoring, and coaching.</li></ul>The Value You Deliver<ul><li>Gathering business requirements via collaboration with various business teams.</li><li>Converting business requirements into product capabilities by going through the product development lifecycle, including collaboration with UX designers.</li><li>Defining, evaluating, and communicating results against acceptance criteria.</li><li>Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team.</li><li>Measuring performance against established objectives and critical metrics and delivering agreed upon business, technology, and people results.</li><li>Collaborating and coordinating with chapter leaders and scrum masters to build squad capacity and capability and enabling squad member growth, development, and learning.</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines.</li><li>Participating in client meetings to present strategic roadmaps, participate in client usability sessions, engage with client user groups.</li></ul>The TeamIn our Fixed Income Technology organization, we are committed to empowering our investment professionals with the very best tools and technologies to deliver world class investment performance to our customers. Our technology experts work across a broad array of investment processes supporting many different types of securities and investment objectives. Through outstanding business and technology partnership, we can offer great solutions to help our customers meet their financial objectives.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Product Management

<h3>Job Description:</h3>Vice President, Family ConsultantThe RoleThe Fidelity Center for Family Engagement (FCFE) transforms the family-advisor partnership to move beyond the individual client experience to the family. We envision a world where families grow closer together as they navigate their financial lives. Our mission is to inspire, educate, and empower families and advisors to spark and sustain conversations about the emotional, relational, and generational aspects of wealth. This role will carry out our mission with a family facing expertise in partnership with the advisor community.The Expertise and Skills You Bring<ul><li>Experienced practitioner in consulting, coaching, and advising families of wealth, family businesses, and or family offices – 5+ years.</li><li>Practice knowledge of family engagement and conversation strategies with experience in facilitating family meetings and intra-family conversations.</li><li>Subject matter expertise in areas such as family systems theory, family psychology, family business frameworks, behavioral finance, financial therapy, leadership theories, or similar fields.</li><li>Experience in facilitating financial, business, wealth planning, and succession planning conversations in the family and or planning context.</li><li>Demonstrated success in facilitating and teaching larger groups and applying new content to generate individual and family change outcomes.</li><li>Applied research capabilities, including reading and synthesizing primary and secondary research, partnering to build interview-based cases, and using data to frame a problem or conversation.</li><li>An interest in innovative thinking, novel learning theories, developing new applications of content, program development, and strategies for expanding business scope and impact.</li><li>Degrees such as a master’s in psychology, MBA, Family Communication and/or Conflict Management Certification, or Family Enterprise Certification are preferred.</li><li>To facilitate family conversations and deepen the advisor’s relationship in the family wealth system, including increased engagement with spouses and next generation family members.</li><li>To focus on the client’s family and wealth transitions with a commitment to the client’s longer-term financial well-being and the firm’s generational relationship through time.</li><li>To extend and deepen the firms' relationships in high net worth (HNW) and ultra-high-net-worth (UHNW) families through a more systemic and conversational approach to planning.</li><li>To be a process consultant and coach to the advisor community to build their family engagement and process facilitation capabilities with family clients.</li><li>To offer clients and their advisors an objective family-focused point of view on the client’s present circumstances pertaining to their wealth, transition of their wealth, family relationships, and future decision-making that will impact the larger family wealth system. </li><li>To track and measure engagement outcomes against Fidelity’s client-based outcomes to communicate the type of value offered to Fidelity’s HNW families. </li><li>To be a leader on the FCFE team for all their relationship-based skills frameworks and programs in the family-facing space.</li><li>To be part of a team that offers a differentiating family engagement capability to the firm, including providing one-to-one and one-to-many coaching, creating a replicable family meeting and engagement process, and delivering end client events.</li><li>To build your own SME capabilities to extend and evolve FCFE content and delivery and be a co-creation partner with business partners in the larger organization.</li><li>Experience in engaging with High Net Worth/Ultra High Net Worth end-clients and families in an individual and collective family context.</li><li>Passion for driving holistic family wealth transition and estate planning outcomes while creating closeness in the family.</li><li>Superior facilitation, consultative, and presentation skills to individuals, family meetings, and larger-scale events and workshops.</li><li>Experience in adult training, leadership frameworks, process consultation, and coaching models. </li><li>Sophisticated thinking and facilitation skills for communicating complex concepts to get change in the family system.</li><li>Ability to learn, integrate, and deliver new content quickly, and to adapt it to different family situations and business requirements.</li><li>Understanding of business priorities, competitive environments, and how your work translates into FCFE and business outcomes. </li><li>Proven ability to drive initiatives and coordinate effectively across a highly matrixed organization with peers and senior leaders.</li><li>Experience in co-leading projects and co-creating facilitation and learning approaches to meet shared outcomes and objectives. </li><li>Expertise with malleability around developing content, training programs, pedagogical design, and facilitation strategies.</li><li>Travel expected 25% of the time</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team: The Fidelity Center for Family Engagement (FCFE) transforms the family-advisor partnership to move beyond the individual client experience to the family. We envision a world where families grow closer together as they navigate their financial lives. Our mission is to inspire, educate, and empower families and advisors to spark and sustain conversations about the emotional, relational, and generational aspects of wealth. This role will carry out our mission with a family facing expertise in partnership with the advisor community.<h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementFidelity’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.

Vice President, Family Consultant

<h3>Job Description:</h3>The RoleAre you passionate about using your analytical skills to uncover insights that drive business strategy and success? If yes, we want you to join our upbeat and hardworking team, empowering digital customer experience and product development business partners with strategic insights to enable objective, data-driven decisions. The actionable insights you deliver will inform Fidelity’s digital initiatives and strategy and make a real-world difference for Fidelity’s 40 million individual investors.The Expertise and Skills You Bring<ul><li>10+ years of proven experience influencing strategic business decision-making and digital product design through digital analytics and insights</li><li>Proven track record presenting to senior executives—delivering actionable insights through data and presenting sophisticated analyses in a simple, clear, and meaningful way</li><li>Highly skilled with digital analytics tools (e.g., Adobe Analytics, Contentsquare), database querying (e.g., SQL, Snowflake), and data visualization (e.g., Tableau, OpenSearch)</li><li>Experience synthesizing data and insights from disparate sources (e.g., customer attributes and behaviors, digital interactions, transactional activity, and business financials) to generate a deep understanding of customer needs and digital behavioral patterns</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies for digital products </li><li>Driving a culture of experimentation (including hypothesis generation, testing strategy / design, and test implementation) to personalize and optimize the client experience</li><li>MBA or an MS degree in a quantitative / technical field such as Engineering, Economics, Statistics a plus</li></ul>The TeamWe are looking for an accomplished, collaborative, and creative analytics professional to join the Advanced Analytics and Customer Insights team, supporting Fidelity’s Digital Channels. Your subject matter expertise in analytics will play a critical role in optimizing a personalized digital experience for Fidelity’s clients.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.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.

78 Project Management / Professional Services Jobs in Brockton, MA, USA