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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Head of Advanced Trading is responsible for driving Fidelity’s Advanced Trader retail offering. This includes management of our Advanced Trading solutions such as Options, Margin, Securities Lending, and the strategic direction of our Advanced Trader platforms and customer experiences. They will define key customer offerings and lead the strategy to drive customer growth and adoption. This position reports directly to the Head of Fidelity Brokerage Product Strategy. The team’s mission is to be the catalyst for growth and innovation by bringing to market solutions that help customers achieve their financial goals.</p><p><strong>Key Responsibilities</strong></p><ul><li><p>Develop and communicate the Advanced Trading strategy based upon a comprehensive understanding of customer needs, competitive market offerings, client/customer experience, and positioning of existing and new offerings.</p></li><li><p>Leads the visioning that defines new initiatives and opportunities that drive acquisition, development, and/or retention of customer segments.</p></li><li><p>Build business plans inclusive of revenue modeling, pricing, and expenses while setting priority, sequencing and phasing of deliverables, and the go-to-market strategy with key value propositions.</p></li><li><p>Partner closely with product delivery, marketing, and distribution to develop, manage and execute the strategy.</p></li><li><p>Work closely with senior leaders on integrating the product strategy within their business to effectively shape priorities for the team.</p></li><li><p>Partner with marketing to define go-to-market strategies to grow customers and increase market share</p></li><li><p>Communicate strategy for regulatory and legislative trends, and the client/customer experience.</p></li><li><p>Provide market facing commentary to the media, clients and key relationships through partnering with our Business Development, Relationship Management, Public Relations and Client Service teams.</p></li><li><p>Establish and maintain strategic partnerships with vendors or other market participants.</p></li><li><p>Manage a team of strategists that assist with roadmap development, feature design, business planning, and KPI management.</p></li></ul><p><strong>The Skills and Expertise You Bring</strong></p><ul><li><p>MBA or equivalent is preferred.</p></li><li><p>Series 7 or 24 preferred</p></li><li><p>15+ year of experience in financial services</p></li><li><p>Advanced Trading markets or relevant brokerage experience with similar investment vehicles</p></li><li><p>Proven track record leveraging data to identify go to market offerings</p></li><li><p>Defining strategic roadmaps and leading the development of solutions and offerings aligned with and in support of the strategic direction of the business.</p></li><li><p>Strong communication skills, capable of interacting with executive leadership and influencing at all levels of the organization</p></li><li><p>Continuous improvement approach and encourage and enable an agile way of working.</p></li><li><p>Leadership skills with a focus on critical thinking, creativity, and execution.</p></li><li><p>Committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Head of Advanced Trading

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

Financial Consultant - Dublin, CA

<h3>Job Description:</h3><h3>Vice President, Branch Leader</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.<br> </p><p>The <strong>Expertise</strong> We’re Looking For<br> </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>We require an active Series 9/10, 7 and 66 licenses</li></ul><h3>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.<br> </h3><h3>The Skills You Bring<br> </h3><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity<br> </li></ul><h3>The Value You Deliver<br> </h3><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.<br> </p><h3>How Your Work Impacts the Organization<br> </h3><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<br> </p><h3>Company Overview<br> </h3><p>Our mission at Fidelity is to make 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. For information about working at Fidelity, visit <strong>FidelityCareers.com</strong></p><p>Fidelity Investments is an equal opportunity employer.</p>The base salary range for this position is $115,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - Burlingame, CA

<h3>Job Description:</h3><h3>Vice President, Branch Leader</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.<br> </p><p>The <strong>Expertise</strong> We’re Looking For<br> </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>We require an active Series 9/10, 7 and 66 licenses</li></ul><h3>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.<br> </h3><h3>The Skills You Bring<br> </h3><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity<br> </li></ul><h3>The Value You Deliver<br> </h3><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.<br> </p><h3>How Your Work Impacts the Organization<br> </h3><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<br> </p><h3>Company Overview<br> </h3><p>Our mission at Fidelity is to make 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. For information about working at Fidelity, visit <strong>FidelityCareers.com</strong></p><p>Fidelity Investments is an equal opportunity employer.</p>The base salary range for this position is $115,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - Marin, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Senior Business Analyst, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with a Product Owner (Squad Leader) and technology teams to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!</p><p><strong>The Team </strong></p><p>The Business Analyst (BA) is part of the Fidelity Health Solutions’ Business Analyst Chapter (team), which supports product development across multiple health care domains. The BA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement digital product and service features in health care applications from inception to delivery. These squads will continue to bring new Healthcare capabilities to our digital experiences within NetBenefits or our Mobile App.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree preferred</li><li>3 - 5+ years <strong>Systems Development Business Analyst</strong> experience, ideally working in an Agile Scrum environment, with proven ability to work across multiple multi-functional teams</li><li>Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development</li><li>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Solid grasp of the architecture and deployment needed to support web development</li><li>Interact closely with Subject Matter Experts and partners across Fidelity Health Benefits domain to elicit Product requirements</li><li>Ability to work on web and mobile application needs</li><li>Work with UXD teams to support prototyping</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool</li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification is a plus</li><li>Skilled at translating business vision into defined and prioritized user stories for team’s backlog</li><li>Ability to understand sophisticated customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team</li><li>Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features</li><li>Look for opportunities to innovate and take thoughtful risks to get work done better and faster</li><li>Excellent listening, communication (verbal and written), and presentation skills</li><li>You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals</li><li>You are highly organized and have a strong ability to prioritize and work under tight deadlines</li><li>Skilled at building relationships, fostering strong teams, and influencing others</li><li>You are a self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies</li><li>You have excellent business judgement and maintain confidentiality of all data</li><li>Providing consulting, support, and guidance to leadership, squad members, and other relevant partners to influence culture and behaviors</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Working in a Scrum Agile environment to deliver software</li><li>Leading and conducting business analyses to formulate and make recommendations</li><li>Identifying and defining solutions to business problems, through creation and documentation of systems and process specifications</li><li>Creating, documenting, and leading scrum team backlog (writing user stories / acceptance criteria, supporting prioritization, running refinement sessions, etc.)</li><li>Collaborate closely with business partners, development teams, external vendors, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle</li><li>Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication</li><li>Prioritize multiple initiatives and business analysis tasks at the same time</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Business Analyst - Consulting

<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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Millburn, NJ

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities. </p><p>The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions. </p><p>This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing. </p><p><strong>Licensing and Experience</strong> </p><ul><li><p>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position. </p></li></ul><ul><li><p>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry. </p></li></ul><ul><li><p>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory. </p></li></ul><p><strong>Key Responsibilities:</strong></p><ul><li><p>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities. </p></li></ul><ul><li><p>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction. </p></li></ul><ul><li><p>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business. </p></li></ul><ul><li><p>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals. </p></li></ul><ul><li><p>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc. </p></li></ul><ul><li><p>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings. </p></li></ul><ul><li><p>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors. </p></li></ul><ul><li><p>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution. </p></li></ul><p><strong>Strategic Book Management</strong> </p><ul><li><p>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business. </p></li></ul><ul><li><p>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving. </p></li></ul><ul><li><p>Differentiates Fidelity's benefits approach against competitive benefit solutions. </p></li></ul><ul><li><p>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics. </p></li></ul><ul><li><p>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business. </p></li></ul><ul><li><p>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests. </p></li></ul><ul><li><p>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts. </p></li></ul><ul><li><p>Provides analysis and advice to resolve the needs of internal/external customers. </p></li></ul><ul><li><p>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately. </p></li></ul><ul><li><p>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position. </p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President, Managing Director- 401K Relationship Manager

<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><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Relationship Manager - San Antonio, TX

<h3>Job Description:</h3><p>Are you a seasoned, thoughtful employee benefits and HR communications leader who thrives in a fast-paced environment and enjoys juggling multiple projects at once? Join our Employee Experience Design team and make an impact through strategic storytelling, innovative solutions and collaboration.</p><p>The Role</p><p>You’ll be a key part of our cross-functional consulting team, partnering with Fidelity’s external clients—large plan sponsors who administer their employee benefit programs through Fidelity. Here’s what you’ll do to support our clients as they make changes to, boost awareness and understanding of and drive employee engagement in their benefit programs:</p><ul><li>Lead business development opportunities—Identify client challenges and goals, articulate solutions, develop fee estimates and project scopes, close sales, and spearhead business growth initiatives </li><li>Craft communication and change management strategies—Conduct research and analyze data to establish behavior change goals and success metrics, facilitate audience analysis, identify traditional and innovative communication channels, draft key messages, and guide/support discussions about branding and graphic design</li><li>Lead all aspects of project implementations—Prepare project plans and/or direct team members, and lead creation and delivery of project deliverables, including drafting, peer reviews, client edits, graphic design and print/digital distribution; requires managing multiple projects, timelines and vendors with precision and flexibility</li><li>Manage client relationships—Collaborate across internal and external teams to ensure our clients’ objectives are met, we deliver accurate, high-impact work and establish long-term annuity relationships.</li><li>Develop team members—Model Fidelity leadership principles, support talent growth and capabilities and, in some instances, serve as people manager</li></ul><p>The Expertise and Skills You Bring</p><p>You bring a growth mindset and a passion for continuous learning and improvement. Your strong writing and editing skills help you communicate clearly and effectively across audiences and formats. You’re a thoughtful listener and creative problem solver who thrives in collaborative environments and can confidently advocate for yourself and others. With experience managing multiple priorities and working across teams, you stay organized and adaptable in fast-paced, client-facing settings. You value inclusivity, build trust through your work, and influence outcomes through thoughtful communication. You also understand how organizational communication supports change, engagement and culture.</p><p>Your skills and qualifications also include:</p><ul><li><p>Employee compensation and benefits knowledge and subject matter expertise</p></li><li><p>Consultative selling</p></li><li><p>Employee experience and total rewards strategy and branding development</p></li><li><p>Employee value proposition creation and implementation</p></li><li><p>Workshop design and facilitation</p></li><li><p>Storytelling and creative briefs</p></li><li><p>Project management</p></li><li><p>Data analysis and insight development</p></li><li><p>People management</p></li><li><p>Bachelor’s degree (English, Marketing/Communications or related field preferred); Master’s degree (Business, Organizational Change, etc.) or other advanced certification a plus</p></li><li><p>10+ years of experience</p></li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p>The base salary range for this position is $103,000-$218,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting

Employee Experience Design, Senior Consultant

<h3>Job Description:</h3><p><strong>The Group</strong></p><p>Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><p><strong>The Role</strong></p><p>Fidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity’s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity’s client accounts.</p><p>This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You’ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity.</p><p>This specific quantitative analyst position is for a desk quant to support the Municipal Bond funds. We are looking for a quant with a deep understanding of the fixed income market, a strategic thinker about markets, and proven quantitative modeling skills, especially in the municipal bond market.</p><p><strong>The Value You Deliver</strong></p><ul><li><p>Understand, maintain, and improve infrastructure related to the investment process.</p></li><li><p>Build robust quantitative tools to aid all aspects of portfolio analysis and construction.</p></li><li><p>Collaborate closely with other investment and technology professionals within the division.</p></li><li><p>Explain complex quantitative concepts to non-technical people.</p></li><li><p>Monitor, measure, and attribute portfolio risks and returns.</p></li><li><p>Take initiative and demonstrate leadership skills to advance the investment process.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p>These attributes are indispensable:</p><ul><li><p>3+ years of industry experience as a fixed income quantitative analyst, and preferably some quant experience in the municipal bond market</p></li><li><p>Strong working knowledge of Python, SQL, R, Excel/VBA, MATLAB</p></li><li><p>Very strong interpersonal skills and an eagerness to work in a team environment</p></li><li><p>Understanding of financial markets and financial theory in the context of investment management</p></li><li><p>Strong facility with applied mathematics and statistics</p></li><li><p>Demonstrated expertise in technical and financial problem solving</p></li></ul><p>These attributes are preferred:</p><ul><li><p>Advanced degree in a discipline of science, technology, engineering, or mathematics.</p></li><li><p>Experience with callable bond models, asset allocation, security selection, and risk models.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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