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<p><strong>Specialist, Events Management Department (Exhibit Trade Show) - Lombard or Springfield&nbsp;</strong></p><p>The Illinois Association of School Boards (IASB) is seeking applicants for a full-time Events Management Specialist. This position reports to the Director of Events Management and will be headquartered in IASB’s Lombard or Springfield office.</p><p><strong>Position Summary:</strong> The Events Management Specialist primary duties include processing exhibition contracts for the Joint Annual Conference as well as for other Association meetings and events which require the services of the Events Management Department. The position will assist in providing support with the logistical aspects of the Joint Annual Conference, and other duties as assigned</p><p><strong>Education and/or Experience Requirements:</strong> The Events Management Specialist position requires a minimum of a high school diploma, with event management and marketing education/experience preferred. Candidates should possess exceptional organizational, meeting planning and communication skills, strong attention to detail and accuracy, and the ability to work independently and take initiative to start and finish projects. Additional requirements include proficiency in Microsoft Office Suite, primarily Excel, Word, and PowerPoint.</p><p>The employee must have a valid Illinois drivers’ license and a vehicle; mileage and reasonable travel reimbursement will be provided.</p><p>This position requires the employee to be able to be able to lift, move, and safely handle boxes and materials up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position.</p><p>The position offers an annual salary of $35,000 – $43,000, with a generous benefits package that includes holidays, vacation and sick time, medical, dental, vision, and life insurance, and retirement benefits.</p>

Illinois Association of School Boards

Specialist, Events Management

<h3>Job Description:</h3><p>As Director coordinating Critical Incident Response, you will play a pivotal role in advancing the firm’s enterprise-wide crisis management program within the Corporate Risk organization. Reporting to the Vice President of Critical Events and Crisis Management, your role involves crafting and improving program capabilities. You will develop and maintain critical documentation. You will lead exercises and work with senior leadership and key partner teams across the organization, including Communications, Human Resources, Legal, Technology, and Global Security.</p><h3><strong>The Role</strong></h3><ul><li>Drive the development and execution of the organization’s critical event management strategy in alignment with enterprise resiliency objectives.</li><li>Create, update, and maintain crisis management playbooks for scenarios impacting infrastructure, technology, and reputation.</li><li>Design and facilitate tabletop exercises across diverse scenarios.</li><li>Convene and support the Executive Crisis Management Team, ensuring preparedness and alignment on response strategies.</li><li>Build and preserve an accessible library of crisis management policies, standards, and guidelines.</li><li>Partner closely with Communications, HR, Legal, Global Security, and Technology to ensure integrated and effective response capabilities.</li></ul><h3><strong>The</strong> <strong>Expertise</strong> <strong>and</strong> <strong>Skills</strong> <strong>You</strong> <strong>Bring</strong></h3><ul><li>10-15 years of experience in financial services or other large corporations with a focus on crisis management and/or business resiliency.</li><li>Strong understanding of disaster recovery and business continuity frameworks and guidelines.</li><li>Proven track record to engage and influence partners across all levels of the organization, particularly senior leaders, to solve complex and cross functional challenges.</li><li>Strong communication, problem solving, critical thinking and analytical skills, with a record of driving actionable outcomes.</li><li>Experience in emergency response and handling critical situations.</li><li>Professional certifications such as DRI (CBCP), or BCM (DRCP, DRCS) certifications (helpful but not required).</li><li>Bachelor’s degree and/or master’s degree or equivalent experience.</li></ul><h3><strong>The</strong> <strong>Team</strong></h3><p>The Crisis Management and Critical Events team belongs to the enterprise risk management group. Our group of dedicated professionals is responsible for developing and accomplishing the company’s resiliency strategy, ensuring continuity of operations during disruptions.</p><h3><strong>Company Overview</strong></h3><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates 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 to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</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>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Fidelity Investments

Director, Critical Events Management

<h3>Job Description:</h3><h3><strong>This role requires you to live near West Lafayette, IN in order to service local client companies on their campuses in person 4-5 days a week.</strong></h3><p><strong>The Role</strong></p><p>The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.</p><p>Specific responsibilities include:</p><ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>3+ years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 50%)</li></ul><p><strong>The Team</strong></p><p>The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.</p><ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul><p>Joining WEPA means that you will:</p><ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p>We invite you to Find Your Fidelity at fidelitycareers.com</p><h3>Certifications:</h3><h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Workplace Financial Consultant  - West Lafayette, IN

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $61,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Shrewsbury, MA

<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>

Financial Representative - Huntersville, NC

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As Fidelity Investments' Director for Health and Welfare Growth Enablement, you will build and enhance our diverse benefits administration engagement and communication offerings. This pivotal role drives our Health and Welfare Benefit Administration business growth, being part of a team to implement go-to-market strategies and support clients in solution implementation.</p><p><strong>Key Responsibilities</strong></p><p><strong>Go To Market Responsibilities</strong></p><ul><li>Guide product exploration through user research, competitive analysis, industry trends, customer and internal stakeholder input, and internal specialists to establish a vision and uphold a customer-centric product strategy.</li><li>Lead the development of coordinated go-to-market strategies, covering customer targeting and fit, packaging and pricing, and channel distribution options.</li><li>Collaborate with the marketing team to build compelling product positioning and messaging that effectively communicates value to target audiences.</li><li>Serve as the product area specialist, aiding all business collaborators throughout the enterprise, such as marketing, relationship management, sales, communication consultants, and workplace consulting.</li><li>Guarantee product preparedness and promote internal training throughout the organization, encompassing a cross-functional, organization-wide endorsed service structure, RFI/RFP materials and positioning, sales, and client team preparedness. Create and maintain centralized communications and collateral.</li><li>Collaborate with deployment team to ensure a seamless and bundled deployment approach, considering launch timeframes, opportunities for coordination with other products, and simplicity for the field.</li><li>Support sales, implementation and client facing teams to drive adoption and client happiness with the product.</li><li>Define and track measures of efficiency and key performance metrics, including adoption, use, engagement, efficiency, client retention, and happiness. Leverage data to drive continuous improvement.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required.</li><li>7+ years of experience in go-to-market planning, marketing and product positioning &amp; messaging, product development, and/or benefits communications consulting.</li><li>5+ years in the financial services or third-party benefit administration industry or employer servicing experience, with health-related benefits and administration being a plus.</li><li>Understand employer-provided benefits like medical, dental, vision, retirement, HSA/FSA, and voluntary benefits.</li><li>Comfortable navigating complex organizations and interacting with cross-functional teams spanning multiple business units.</li><li>Demonstrates strong strategic competence with a customer-centric viewpoint.</li><li>Clear communication skills, comfortable engaging with all levels of management, clients, and external audiences.</li><li>Ability to lead, influence, and motivate colleagues and peers without formal authority.</li><li>Intellectually curious and capable of modeling a culture of learning and mentoring.</li><li>Strategic and long-term problem solver without compromising speed for perfection.</li><li>Ability to prioritize multiple tasks, meet deadlines, and deliver business results.</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>Fidelity Health focuses on offering products and services to assist customers with health care benefits.</p><p>We are in need of candidates with various skills, unwavering curiosity, a proactive approach, and the dedication to bring new digital experiences to fruition.</p><h3>Certifications:</h3><h3>Category:</h3>Sales Support<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Health and Welfare Growth Enablement

<h3>Job Description:</h3><h3>Security Representative</h3><h3>The Role</h3><p>Become a Security Representative at Fidelity Investments and join a team that values safety, collaboration, and top-notch performance! This outstanding opportunity enables you to work in a dynamic setting where your skills and devotion will help uphold a secure and inviting environment for all. As a Security Representative, you will have a pivotal role in delivering top-tier customer service and security operations that showcase our dedication to outstanding performance. You will be required to work 12-hour rotating shifts including days, nights, weekends and holidays to meet business needs.</p><h3>The Expertise and Skills You Bring</h3><p>As a Security Representative, you will be given various tasks to guarantee the safety and security of our facilities, associates, and visitors. Your responsibilities will be diverse and pivotal in ensuring the safety and security of our facilities, associates, and visitors. They include Performing first-responder rescue activities in medical or facility emergency situations, acting as the primary decision maker or incident commander as needed.</p><ul><li><p>Applying life safety equipment like fire extinguishers, first aid supplies, and radios.</p></li><li><p>Demonstrating a composed and thoughtful attitude in high-pressure situations, while also being capable of prolonged periods of walking or standing in one place.</p></li><li><p>Greeting visitors and associates, ensuring a professional appearance and demeanor while following security protocols.</p></li><li><p>Facilitating access control, life safety solutions, and proactive incident management and mitigation.</p></li><li><p>Delivering customer-centric experiences when interacting with visitors, vendors, associates, and customers, ensuring compliance with company standards and policies.</p></li><li><p>Taking the initiative to conduct inspections, assessments, and reviews to guarantee the functionality of security and life safety equipment.</p></li><li><p>Providing direct and ongoing support to associates and guests requiring accommodations or experiencing external threats impacting workspace safety.</p></li><li><p>Monitoring threat intelligence and understanding how internal and external risk environments impact site security procedures.</p></li></ul><p>To succeed in this role, you should meet the following qualifications:</p><ul><li><p>A Bachelor's degree or equivalent experience is strongly preferred, though equivalent life/work experience (such as military service) will be considered.</p></li><li><p>1-3 years of prior experience in security, customer service, or hospitality.</p></li><li><p>Familiarity with current security technology and systems, with basic computer proficiency.</p></li><li><p>Understanding of physical security principles.</p></li><li><p>Ability to build and maintain relationships in a business setting.</p></li><li><p>Diligent, capable of adhering to standard operating procedures.</p></li><li><p>Demonstrated ability to exercise good judgment under ambiguous circumstances.</p></li><li><p>Ability to function autonomously and collaboratively within a team setting.</p></li><li><p>Proficiency in common computer software and the capability to acquire knowledge of specialized programs/applications.</p></li><li><p>Conducting focused patrols on foot or by vehicle within assigned areas of responsibility.</p></li><li><p>Conducting regular inspections, audits, and reviews to verify the functionality of security equipment and the safety of workspaces.</p></li><li><p>Applying electronic and mechanical devices to monitor, record, and report abnormal conditions.</p></li><li><p>Producing accurate reports and records of activity and incidents.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $48,000-91,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Security

Security Representative

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Make a difference in client success as a strategic IPO Consultant, guiding companies through late-stage readiness and private-to-public transitions. As a Vice President, IPO Consultant within Stock Plan Services (SPS), you will lead high-impact engagements with late-stage private companies preparing to go public. You will combine deep equity compensation expertise with IPO advisory and transition service model design to shape strategy, educate clients, and coordinate Fidelity’s cross-functional support.</p><p><strong>The Team</strong></p><p>You will operate as a senior member of the SPS Plan Services Consulting team, partnering closely with Managing Directors/Client Managers, Client Service Managers, Implementation Managers, Operational Consultants, Communications, Fidelity Stock Transfer, Executive Services, Wealth &amp; Brokerage, and Fidelity Private Shares. You will be the face of Fidelity’s IPO readiness offering, driving strategic conversations and ensuring clients are set up for long-term success post-IPO.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>15+ years of experience in equity compensation, IPO advisory, or relevant legal experience.</li><li>Series 7/63 licenses required (or obtained within first 120 days).</li><li>Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications.</li><li>Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing)</li><li>Bachelor’s degree required; CEP designation preferred.</li><li>Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management.</li><li>Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite.</li><li>Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth &amp; Brokerage, Communications, Implementation, and Fidelity Private Shares.</li><li>Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design.</li><li>Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities.</li><li>Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness.</li><li>Thought leadership to elevate Fidelity’s brand through webinars, whitepapers, and industry events.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions.</li><li>Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution.</li><li>Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions.</li><li>Elevate Fidelity’s brand as IPO-proficient through thought leadership and market engagement.</li><li>Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable)</li><li>Support implementation teams during private-to-public transitions</li></ul><p><em>Note: Fidelity is not providing immigration sponsorship for this position.</em></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<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>

VP, IPO Consultant - Stock Plan Services

<h3>Job Description:</h3><p>The FFIO Risk Team within the Fidelity Risk group is looking for a passionate, hard-working team member to help support the business in identifying, monitoring and mitigating risks in order protect the interests of the firm and our customers. The Risk Manager is responsible for protecting Fidelity’s customers and deepening their trust in Fidelity by partnering with the business to identify risks and develop innovative solutions to enhance controls, while fostering a strong risk mindset within the business. To execute on this goal, the team is responsible for identifying, assessing, and reporting on significant risks and helping management improve the control environment. </p><p><strong>The Businesses We Support</strong></p><p>Our team provides Business Unit Risk support within Fidelity Fund and Investment Operations (FFIO), including, Global Product Solutions, Consolidated Data Services, and Alternative Accounting groups.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>Bachelors’ Degree required</p></li><li><p>5+ years’ industry experience, including Audit or other Risk Management activities</p></li><li><p>Other applicable experience (e.g., data governance, accounting, mutual fund operations, etc.) helpful but not required</p></li><li><p>Demonstrated leadership or project management experience</p></li></ul><p><strong>The Skills You Bring </strong></p><ul><li><p>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </p></li><li><p>Understands, supports and can articulate the vision, mission and strategy of Risk</p></li><li><p>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</p></li><li><p>Well versed in data analytics capabilities and tools (e.g., Excel, Tableau, Power BI); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</p></li><li><p>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</p></li><li><p>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</p></li><li><p>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</p></li><li><p>Adaptable to new information, changing business priorities, input from others, and lessons learned</p></li></ul><p><strong>The Value You Deliver </strong></p><p>The candidate’s primary responsibility will be providing business unit risk support, including:</p><ul><li><p>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</p></li><li><p>Continuously analyzing and assess the risk profile of the business</p></li><li><p>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</p></li><li><p>Collaborating across our Risk team and other business support partners to optimize the Risk Management support provided to the business and advance the effectiveness of our program</p></li></ul><p>The candidate’s additional responsibilities in support of FFIO key initiatives that impact multiple business areas may include:</p><ul><li><p>Coordinating engagement lifecycle activities for key initiatives, assisting with weekly huddles across risk verticals, tracking initiative schedules, and maintaining initiative inventory to ensure readiness assessments identify key risks and impacted service lines before production</p></li><li><p>Driving consistent execution by maintaining engagement templates and tools, ensuring timeliness with workpapers, process diagrams, and risk &amp; control matrices to enable timely risk identification and escalations</p></li><li><p>Supporting risk leads in reporting and documentation, including readiness checklists, Archer logging, and providing updates to Risk SLT and vertical teams to maintain alignment and transparency</p></li></ul><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p>Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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