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<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 $57,000 - $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 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Relationship Manager - Monterey, CA

<h3>Job Description:</h3><h3><strong>Workplace Investing Relationship Management, Solutions Office </strong></h3><p><strong>Principal Data Analyst, Data Analytics and Insights</strong></p><p>Interested in a Westlake-based role, being part of a distributed team within a complex, evolving, and customer focused organization? Join us as we execute on our vision to drive ease of doing business for the associates we serve.</p><h3>The <strong>Expertise</strong> we’re looking for</h3><ul><li>Bachelor’s degree or higher in analytics, economics, statistics, data science with consulting experience.</li><li>5+ years’ experience in analytics as a hands-on individual contributor.</li><li>Proven record developing &amp; delivering automated reporting solutions and dashboards using SQL, Tableau, Power BI, &amp; Alteryx with a solid grasp of Python and/or R.</li><li>Knowledge of Robotic Process Automation (RPA) Blue Prism, Power Apps &amp; Power Automate is a plus.</li><li>Ability to independently analyze data and convey sophisticated findings in a clear and impactful way.</li><li>Cross-domain knowledge in the Retirement Services industry, preferably Defined contributions.</li><li>Inquisitive and driven to understand the sourcing, pedigree, and lineage of data.</li><li>Strong customer service capabilities and the ability to interact with internal associates and leaders in a client facing role.</li><li>Naturally collaborative with experience working in an Agile environment, including with remote teams across multiple locations.</li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>You will be part of a multi-disciplinary team in the Workplace Investing Relationship Management organization, using your analytical prowess in a meaningful role to create analytics and insights, dashboards and automated reporting solutions for our key client facing associates in Workplace Investing helping them cater to Fidelity’s client and advisor needs. In your role, you will be responsible for converting business requirements into measurable insights, partnering with data engineers, business analysts on the team to identify how and where data analytics can be used across numerous products, roles and services to help improve customer experiences.</p><p>You will be working with a team of robust business analysts evaluating data automation opportunities and drafting requirements, crafting automated reporting solutions with measurable insights for our customers. You will also be leading key initiatives in support of the WI Sales and Relationship Management’s key business objectives.</p><h3>The<strong> Team</strong></h3><p>The Principal Data Analyst will be located domestically (Westlake preferred) and interact with various Solutions Office associates, WI Relationship Management Solutions Office leadership, WI Relationship Management team leads and segment leads, WI Sales leadership as well as leaders from SPS and FIL on a regular basis.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>You collaborate well and have an appetite for problem solving.</li><li>You bring passion to your work and operate with a sense of purpose that motivates those you work with.</li><li>Your structured thinking and versatile set of analytic and technical skills generates a deeper understanding of our customers and enables high-impact, efficient solutions, and experiences.</li><li>You are intellectually curious, take initiative, and love learning new skills and share that knowledge with others.</li><li>You design solutions that automate, streamline, and standardize existing business processes.</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>You improve process and data flows through your ability to understand data and the impact changes will have across multiple systems.</li><li>You demonstrate strong analytical skills and make timely decisions based on facts, knowledge, experience, and judgment.</li><li>You find opportunities for improvement in data analysis, insights, and automation.</li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>For Workplace Investing to deliver upon its strategic goals, strengthen our core value proposition, strategically re-engineer our operating environment, and provide our customers with better outcomes—it is crucial that we provide a support environment that is agile, efficient and delivers superior customer outcomes across a broad range of partners, services, and products. The Solutions Office is a distributed team with end-to-end solution and execution capabilities. It helps identify and execute activities/capabilities that can be transitioned to us which allows our business partners to be more focused on delivering results to our clients, prospects, and advisor community.</p><p>Our team provides solution development and execution support using agile techniques, a “good/better/best” approach, and subject matter expertise to rapidly re-engineer and automate front-end processes. We provide solutions across all WI and SPS products and services as well as partner with Fidelity International.</p><h3><strong>Company</strong> Overview</h3><p>At Fidelity, we are focused on 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.</p><h3><strong>Join </strong>Us</h3><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. And you don’t need a finance background to succeed at Fidelity— we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities. We invite you to Find Your Fidelity at fidelitycareers.com.</p><p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<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>

Principal Data Analyst, Data Analytics and Insights

<h3>Job Description:</h3><h3>The Role</h3><p>As a Financial Analyst at Fidelity Investments, you will support the Regulatory Reporting Team by ensuring accurate and timely financial computations and filings. Responsibilities include Daily and Weekly Reserve Computation per SEC Rule 15c3-3 and Monthly Net Capital Reports. Provide insights for strategic decision-making and regulatory compliance. You will excel at analyzing data, focusing on details, and managing priorities in a dynamic setting. Collaboration is crucial, to work with various teams and partners, utilizing financial knowledge and technical skills for operational excellence and regulatory compliance.'</p><h3>The Expertise and Skills You Bring:</h3><ul><li>Bachelor’s Degree or equivalent experience in Finance, Accounting, or a related field is required.</li><li>Strategic problem solver who can take an end-to-end view of an issue and develop multiple solutions</li><li>Proven experience in using various software applications at an advanced level (Excel, PowerPoint, and Business Objects) to construct financial models for complex processes</li><li>Excellent written and verbal communication skills, capable of effectively communicating with business partners at varying levels.</li><li>Proficiency in Microsoft Excel, Word, and Access.</li><li>Showed capability to excel in a fast-paced environment at an organization that values timely project delivery.</li><li>Flexible, self-motivated individual who brings energy, enthusiasm, and intellectual curiosity to the role.</li><li>Exceptional problem-solving skills; adept at prioritizing work, breaking down issues, and proposing alternative solutions.</li><li>Ability to manage and prioritize multiple detailed processes in a time-sensitive environment.</li></ul><h3>The Team</h3><p>Our Regulatory Reporting Team is committed to the precise and punctual preparation and submission of diverse financial regulatory reports. These reports are vital for upholding compliance with legal and regulatory obligations and safeguarding the integrity of Fidelity Investments' financial operations. The team collaborates across departments to maintain our stringent reporting expectations and contribute to the firm’s overarching financial and strategic objectives. Join us and become part of a team that strives for excellence in every aspect of financial reporting and compliance. Your contributions will be recognized and valued, making a significant impact on our firm's success and regulatory integrity!</p><p><strong>Company Overview</strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</p>The base salary range for this position is $48,000-$76,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis

Associate Financial Analyst

<h3>Job Description:</h3><h3><strong>Risk Director - FFIO</strong></h3><p>Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The Fidelity Fund and Investment Operation (FFIO) Risk Team 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.</p><h3><strong>The Businesses We Support</strong></h3><p>FFIO provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting, and moving money in support of fund shareholder transactions; and managing fund liquidity.</p><p>This role will primarily support the Fund Administration team as well as portions of Fund Operations within FFIO. This team, is part of a larger Risk team that supports other divisions of FFIO (e.g., Fund Operations, Fund Accounting, etc.) as well as a variety of Fidelity’s Corporate Functions.</p><h3><strong>The Expertise You Have </strong></h3><ul><li>Bachelors’ Degree required</li><li>10+ years’ industry experience, including some Audit or other Risk Management related activities</li><li>Financial statement or fund operations experience helpful but not required</li><li>Demonstrated leadership or project management experience</li></ul><h3><strong>The Skills You Bring </strong></h3><ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>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</li><li>Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Tableau); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</li><li>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others, tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation</li></ul><h3><strong>The Value You Deliver </strong></h3><p>The candidate’s primary responsibility will be providing business unit risk support, including:</p><ul><li>Proactively engaging with the business and leveraging data to identify risks, provide guidance, implement risk assessments, and perform testing activities</li><li>Continuously analyzing and assess the risk profile of the business</li><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</li><li>Collaborating across our Risk team and the broader organization to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul><h3>Company Overview</h3><p>At Fidelity, we are focused on 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 <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value</strong> our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com</p><p>Fidelity Investments is an equal opportunity employer.</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>

Risk Director - FFIO

<h3>Job Description:</h3><p><strong>Senior Risk Manager – Finance Risk </strong> </p><p>Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The Corporate Services Risk Team within the Fidelity Risk Group is looking for a 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 Senior Risk Manager safeguards Fidelity's customers by identifying risks and developing innovative solutions to improve controls, while fostering a strong risk culture. To achieve this goal, the team is tasked with identifying, evaluating, and communicating significant risks and assisting business partners in improving the control environment. </p><p><strong>The Businesses We Support</strong> </p><p>Our team provides Business Unit Risk support to a variety of Fidelity’s Corporate Functions, including Corporate Accounting and Corporate Treasury. This role is part of a team that is responsible for executing the Risk Management programs (e.g., proactive risk assessment, risk monitoring, scenario planning, incident escalation, management and trending, risk programs, and risk routines) that are tailored to the unique risk profile of each Corporate Function, with a focus on enhancing the existing risk support model and developing a new support model for other Corporate Functions. </p><p><strong>The Expertise You Have </strong> </p><ul><li><p>Bachelor’s Degree required </p></li></ul><ul><li><p>7+ years industry experience, including, Finance, Public Accounting, Audit or other Risk Management activities </p></li></ul><ul><li><p>Excellent verbal and written communication skills </p></li></ul><ul><li><p>Proven leadership or project management experience </p></li></ul><p><strong>The Skills You Bring </strong> </p><ul><li><p>Understands, supports and can articulate the vision, mission and strategy of Risk </p></li></ul><ul><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></ul><ul><li><p>Experienced with data analytics tools (e.g., Excel, PowerPoint, Tableau, Power BI); adept at shifting from sample testing to analyzing full populations to uncover risks or control issues </p></li></ul><ul><li><p>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need </p></li></ul><ul><li><p>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience </p></li></ul><ul><li><p>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues </p></li></ul><ul><li><p>Adaptable to new information, changing business priorities, input from others, and lessons learned </p></li></ul><ul><li><p>Proven risk management knowledge and experience, including risk assessment and control evaluation </p></li></ul><p>​</p><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>Engaging effectively with the business and applying data to identify risks, provide guidance, conduct risk assessments, and perform testing activities </p></li></ul><ul><li><p>Continuously analyzing and assess the risk profile of the business </p></li></ul><ul><li><p>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities </p></li></ul><ul><li><p>Collaborating across our Risk team and the Legal, Risk and Compliance group to optimize the Risk Management support provided to the business and advance the effectiveness of our program ​</p></li></ul><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>

Senior Risk Manager - Finance Risk

<h3>Job Description:</h3><p><strong>Risk Director – Finance (Accounting, Treasury and Tax)</strong></p><p>Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The Corporate Services Risk Team within the Fidelity Risk Group is looking for a hard-working and experienced Risk Director to help support the Finance business functions in identifying, monitoring, and mitigating risks in order protect the interests of the firm and our customers. As Risk Director, you will be responsible for assessing and reporting on significant risks, developing strategies and solutions to help our business partners manage risk, ensuring risks are identified early, escalated appropriately, and addresses timely and effectively.</p><h3><strong>The Businesses We Support</strong></h3><p>Our team provides Business Unit Risk support to a variety of Fidelity’s Corporate Functions, including Corporate Accounting and Corporate Treasury. This role is part of a team that is responsible for driving the Risk Management programs (e.g., proactive risk assessment, risk monitoring, scenario planning, incident escalation, management and trending, risk monitoring, risk programs, and risk routines) that are tailored to the unique risk profile of each Corporate Function, with a focus on enhancing the existing risk support model and developing a new support model for other Corporate Functions. This role requires thinking and collaborating across Fidelity, encouraging partnerships with various teams for risk management.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>Bachelors’ Degree required; Certified public accounting certification (CPA) a plus</li><li>10+ relevant experience; Finance, Audit or other Risk Management experience preferred</li><li>Proven leadership or project management experience</li><li>Ability to help drive and cultivate a strong risk management mindset within the business</li><li>Excellent verbal and written communication skills with the ability to articulate complex information</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation</li><li>Strategic thinking by approaching work with an open mind and sense of creativity, and challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Knowledge of data analytics capabilities/tools to analyze full populations to surface risk or identify control deficiencies</li><li>Works comfortably in a fast-paced and dynamic environment handling multiple projects simultaneously with minimal day-to-day supervision with the ability to prioritize and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others; able to build strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Provides supervision, coaching and direction to less experienced associates, as well as training/knowledge sharing as subject matter authority to others</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li></ul><h3><strong>The Value You Deliver</strong></h3><p>As Risk Director, you will play a leadership role in setting and executing the Risk Management strategy for our Finance business partners, including:</p><ul><li>Continuously analyzing and assessing the risk profile of the business</li><li>Proactively managing risks and responding to emerging issues</li><li>Developing innovative solutions and influencing meaningful outcomes</li><li>Serving as a trusted advisor to the business</li><li>Collaborating with business leaders and risk, compliance, legal and audit partners</li><li>Creating a culture of learning and development to improve our capabilities</li></ul><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>

Risk Director - Finance (Accounting, Treasury and Tax)

<h3>Job Description:</h3><p>The Department</p><p>QRI is an investment 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>The Advanced Strategies &amp; Research team is seeking Quantitative Research Interns to support financial modeling initiatives across asset classes leveraging Statistical modeling, Machine Learning, Large Language Models, and Graph-based approaches. This opportunity is ideal for students with strong technical backgrounds who are eager to apply analytical skills to influence investment decision-making.</p><p>Education and Experience </p><ul><li><p>Currently pursuing a PhD (Class of 2027 or 2028) in a technical field (STEM) or Finance/Economics, with strong programming skills.</p></li><li><p>Demonstrated experience/interest/skill in quantitative research and data science analysis.</p></li><li><p>Academic or intellectual interest in financial markets.</p></li><li><p>Excellent communication, presentation, and writing skills, as well as the ability to clearly articulate findings.</p></li></ul><p>Advanced Strategies and Research Internship:</p><p>The ASR Quant Research Intern will work closely within our quantitative research team to support researchers building alpha generating security selection models. This person will sit amongst a team of researchers leveraging a wide variety of datasets and modeling techniques and have exposure to the full spectrum of research topics from idea generation and signal testing to portfolio construction and reporting.</p><p>Responsibilities Include:</p><ul><li><p>Using mathematic, economic and data science techniques to collect, process, and analyze a variety of proprietary and alternative data sets</p></li><li><p>Test hypotheses on how a dataset might be utilized for predicting security returns</p></li><li><p>Assist the team strengthening and extending our codebase</p></li><li><p>Using internal infrastructure and systems to efficiently extract data and features to build and analyze models</p></li><li><p>Data staging, cleaning and wrangling</p></li><li><p>We are seeking students who are skilled in modern analytic techniques (e.g. Python, R, pandas, scikit-learn, etc.)</p></li></ul><p>Skills and Knowledge</p><ul><li><p>Excellent oral and written communication skills</p></li><li><p>Strong analytical, quantitative, and problem-solving skills</p></li><li><p>Must be able to code in Python and must have exposure to SQL. Exposure to machine learning, NLP, and/or LLM a plus.</p></li><li><p>Some Bond pricing and derivative pricing exposure is preferred</p></li><li><p>Some understanding of the mathematics of Network Graphs is also preferred</p></li></ul><p>Location:</p><p>Boston, MA</p><p>Intern Program Dates: </p><p><em>June 1st, 2026 – August 7th, 2026 </em> (*<strong>Candidates must be available for the full duration of the program*)</strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<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>

Quantitative Research Intern- Advanced Strategies and Research Team

<h3>Job Description:</h3><p><strong>IT Audit Director – Global Financial Controls Center of Excellence</strong></p><p><strong>The Role:</strong></p><p><strong>Are you ready to make an impact? </strong>If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.</p><p>The GFC IT Audit Director is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated complex audits and advisory reviews over select strategic initiatives. Specifically, this role will be key in supporting modernization initiatives, including emerging technologies and system implementations, launch of new products and services to ensure a strong controls environment. Based on experience, candidates will be assessed at the Director or Sr. Manager level, and this role will report to the Head of the Global Financial Controls CoE.</p><p>The<strong> Expertise</strong> and <strong>Skills</strong> You Bring</p><p>Play an integral role as part of GFC’s senior leadership team and through your advanced understanding of IT governance frameworks, Internal Controls over Financial Reporting, and Accounting concepts/standards. Lead and coach associates, including other people managers, to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.</p><ul><li>Bachelor’s Degree or above in relevant fields (e.g., Information Technology, Accounting, Finance)</li><li>10+ years of experience leading and executing IT audits, IT SOX (ITGC, ITACs, &amp; IPEs) and consulting engagements leveraging relevant IT governance frameworks (e.g., COBIT, NIST CSF, ISO 27001/2)</li><li>Professional certification CISA or CISSP highly desired. Other relevant certifications CPA, CA, or CIA</li><li>Proven ability to design, assess, and implement financial controls during large-scale ERP or financial system rollouts</li><li>Skilled in identifying implementation-related risks (e.g., data migration, system configuration, user access)</li><li>Experience developing risk mitigation strategies and embedding controls into project plans</li><li>Experience with automation, control digitization, and leveraging analytics to monitor control effectiveness</li><li>Experience leveraging AI/ML for continuous control monitoring, anomaly detection, and fraud prevention</li><li>Strong interest in upskilling and coaching non-IT auditors to effectively assess ITACs and IPEs</li><li>Familiarity with financial statement audits, ICFR, and collaborating with financial auditors on integrated audits</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Familiarity and proven track record of driving change within complex / matrixed corporate environments</li><li>Exceptional leadership and master relationship builder with proven influencing and people management skills</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li><li>Financial services industry experience desirable</li></ul><p>The <strong>Team</strong></p><p>The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.</p><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. </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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p><p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. </p><p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. </p><p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. </p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>. </p>The base salary range for this position is $126,000-$212,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

Director, Global Financial Controls CoE

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 30 – 40 client relationships that may range $25 – $60M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li><p>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position. </p></li></ul><ul><li><p>5+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry. </p></li></ul><p>The <strong>Purpose</strong> of Your Role </p><p> The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~35% of travel. </p><p>The <strong>Skills</strong> You Bring </p><ul><li><p>Your retirement plan record keeping and administration experience. </p></li></ul><ul><li><p>Your relationship management experience. </p></li></ul><ul><li><p>You have excellent verbal and written communication skills. </p></li></ul><ul><li><p>Your excellent organization and time leadership skills and attention to detail. </p></li></ul><ul><li><p>You have shown problem-solving skills. </p></li></ul><ul><li><p>Your effective presentation skills, influence and negotiation skills. </p></li></ul><ul><li><p>You have experience working with Financial Advisors. </p></li></ul><p>The <strong>Value</strong> You Deliver </p><ul><li><p>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers. </p></li></ul><ul><li><p>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s “trusted advisor” in partnership with the Plan’s Advisor. </p></li></ul><ul><li><p>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor. </p></li></ul><ul><li><p>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client. </p></li></ul><ul><li><p>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor. </p></li></ul><ul><li><p>Accurately planning, influencing, and implementing Fidelity solutions to address needs. </p></li></ul><ul><li><p>Differentiating Fidelity's benefits approach against competitive benefit solutions. </p></li></ul><ul><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives. </p></li></ul><ul><li><p>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives. </p></li></ul><ul><li><p>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor. </p></li></ul><ul><li><p>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers. </p></li></ul><ul><li><p>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor. </p></li></ul><ul><li><p>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors. </p></li></ul><ul><li><p>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome. </p></li></ul><ul><li><p>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client. </p></li></ul><ul><li><p>Developing strong working relationships internally. </p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization </p><p>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. </p>The base salary range for this position is $90,000-$204,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Director, Managing Director- 401K Relationship Manager

<p><strong>Join the Clean Energy Revolution</strong></p><p>Become a <strong>Project Management Support - Construction Specialist</strong>&nbsp;at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll work in the Clean Energy Project Management (CEPM) group within our Distribution Program and Project Management group in Transmission &amp; Distribution and will be responsible for supporting projects through design and construction for light, medium, and heavy-duty vehicle customers requesting service throughout the SCE territory. &nbsp;As the Electric Vehicle (EV) market continues to grow, light, medium, and heavy-duty EV customers continue to increase their footprint requesting new services or expansion of their existing services, and require customer focus and support of their projects.</p><p><br>Transportation Electrification (TE) is a critical strategic initiative for Southern California Edison (SCE) and we are taking a leading role to ensure that TE plays a major part in the reduction of greenhouse gas (GHG) and criteria pollutant emissions in California. &nbsp;The transportation sector is one of the largest consumers of energy, second to electric power generation, with the majority of energy consumed coming from petroleum. &nbsp;Electrifying the transportation sector and reducing petroleum usage is critical to realizing California’s ambitious climate and air quality goals. &nbsp;In addition to cleaning and modernizing the grid, SCE is offering tariffs to support charger availability, make electric fueling more affordable and increase awareness of the benefits of electric transportation.</p><p><br>As&nbsp;a&nbsp;<strong>Project Management Support - Construction Specialist</strong>, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?</p><h4><b>Responsibilities</b></h4><ul><li>Supports the pre-construction/construction planning processes by crafting and supervising action items and leading project team member adherence; function as a subject matter expert for tool/system of record to help maintain the integrity of the data stored, assist with access and training, and provide other assistance as needed&nbsp;</li><li>Collaborates with multi-disciplinary project teams which often consist of 30 or more members</li><li>Assists the project manager with all project-related support tasks, such as preparation of progress reports, tracking of project achievements, metrics, schedules, and budgets; provide status to project manager leadership and stakeholders</li><li>Establishes, presents, and applies project procedures, directives, and bulletins to ensure compliance with SCE's policies and procedures</li><li>Utilizes project management tools and systems, including Microsoft Project, to maintain sophisticated project schedules</li><li>Crafts and maintains project documentation, including version control, distribution, document storage/retention in sophisticated document libraries and access control</li><li>Develops presentations and other project documentation for review by departmental and organizational management and executive committees for approval to proceed through the project gates and stages</li><li>Collaborate with peers and leadership to identify opportunities for process improvements and recommend and implement new reporting features or format</li><li>Function as leader/owner for the organizational SharePoint, OneNote, Shared Drives and system tools to ensure adherence to company policies; cross validate data across various data sources to ensure accuracy and identify possible updates</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity</li></ul><h4><b>Minimum Qualifications</b></h4><p>•&nbsp;&nbsp; &nbsp;Two or more years of Project Support experience.</p><p><strong>Preferred Qualifications</strong></p><ul><li>Experience in the utility industry.</li><li>Experience supporting small to medium projects, including supporting and collaborating with customers.</li><li>Experience supporting construction projects.</li><li>Experience integrating work across related areas, developing the business and services to improve customer satisfaction and productivity, handling risks and safety appropriately, developing and delivering business plans, directing information, and providing extraordinary service to internal and external customers.</li><li>Experience interfacing effectively and collaborating with clients, peers, project personnel, and all levels of management to support the development of solutions and ensure partner consensus.</li></ul><p><strong>Additional Information</strong></p><ul><li>This position’s work mode is&nbsp;<strong>hybrid.&nbsp;</strong>The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and&nbsp;reside in the state of California.  Further details of this work mode will be discussed at the interview stage.&nbsp;The work mode can be changed based on business needs.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.</li><li>The primary work location for this position is Pomona, CA (PIV3 - Pomona Innovation Village 3).&nbsp; However, the successful candidate may also be asked to work for an extended amount of time at&nbsp;internal SCE client sites for meetings and learning.</li><li>Position will require up to 25% traveling and being out in the field throughout the SCE service territory. </li><li>Relocation does not apply to this position.</li></ul><p><strong>About Southern California Edison</strong></p><p>The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.</p><p>Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.</p><p>We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.</p>

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