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<h3>Job Description:</h3>Job Description<p><strong><strong>The Role</strong></strong></p><p>The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to Jersey City, NJ.</p><p><strong><strong>The Expertise and Skills You Bring</strong></strong></p><ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul><p><strong><strong>The Team</strong></strong></p><p>We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics</p>The base salary range for this position is $120,000 - $185,000 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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

VP, Advanced Planning - REMOTE - CA, WA, CO

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As a<strong> Pricing &amp; Billing Squad Lead</strong>, you will blend financial industry expertise with a desire for delivering innovative operational and technical solutions on internally facing applications. In an agile manner, working with your technology and business partners, you will deliver on the most critical strategies by improving your product’s features. These new features will improve business results &amp; customer approval.</p><p>You will ensure alignment on the 'what' and 'when' work is to be performed through planning and prioritization of a squad backlog. You will have a clarity on the value of each item on your backlog and can socialize or recommend prioritization changes based on the right balance of quality, cost, and timelines. You will present the work in clear and succinct methods, ultimately in the form of stories and acceptance criteria, that will enable squad members to deliver predictable high-quality results. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role while anticipating future business partner needs.</p><h3><strong>The Experience &amp; Skills You Bring</strong></h3><ul><li>8+ years of financial industry and/or technology experience supporting fund operations.</li><li>Experience delivering multidimensional technical projects</li><li>Ability to collaborate and influence at all levels of the organization</li><li>Agile experience preferred</li><li>Ability to grasp groundbreaking business requirements and break them into clear and concise stories with well-defined business value and acceptance criteria</li><li>Lead, influence, and empower colleagues without formal authority, and have a track record of building high performing teams</li><li>Experience with security valuation and/or billing and expense processing preferred</li><li>Skilled with crafting and presenting visual artifacts like workflows (business or IT) &amp; delivery roadmaps</li><li>Skilled at crafting and leading executive level summaries</li><li>Experience running user facing UI features is a plus</li></ul><p><em><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></em></p><h3><strong>The Team</strong></h3><p>The NAV Pricing &amp; Billing product area exists to support internally developed Valuation, Billing and Expense platforms. On the Pricing team, our associates' support of tools for our operations teams to analyze market and vendor security pricing is required to deliver accurate Fund NAVs (Net Asset Value). On the Billing and Expense team, our associates' supports mutual fund expense accruals with related invoice and payment management. These both require significant integration from upstream data providers and downstream consumers inside and outside of the Fidelity eco-system. In order to deliver on this mission, creativity and organization must be at the core of how we operate to deliver Next Generation solutions that are not only secure and scalable, but also innovative and customer centric.</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, outstanding 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>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>

NAV Pricing & Billing Squad Lead

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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>

Financial Consultant - Exton, PA

<h3>Job Description:</h3><p><strong>Director, Investment Product</strong></p><p>The Director, Investment Product will be responsible for product development, management, strategy, and advocacy for Fidelity’s Active Equity investment products with the goal of developing a strategy to retain and grow assets under management. The Director will partner with the investment teams to understand and articulate product design, investment approaches and positioning across the products. Likewise, the Director will work with distribution channel partners to better understand industry trends, client demand and feedback to ensure that the product lines continue to meet evolving customer needs through innovation, product development and pricing.</p><p><strong>The Role You Will Play</strong></p><ul><li>Providing institutional product subject matter expertise on multiple equity investment products.</li><li>Representing the product design, philosophy, process, resources, and results to internal and external clients.</li><li>Creating and enhancing investment content for product positioning in collaboration with both the investment and marketing teams.</li><li>Researching and identifying product development opportunities and subsequently developing business cases to support promising new product initiatives.</li><li>Identifying opportunities to reposition or enhance existing products or underlying investments to improve longer-term marketability.</li><li>Contributing to the long-term strategic product plan to capitalize on emerging trends and themes in collaboration with the broader equity product team.</li><li>Demonstrating leadership to propose and drive various cross-team projects.</li></ul><p><strong>The Expertise And Skills We Are Seeking</strong></p><ul><li>7+ years of experience working in the financial services industry.</li><li>Current team members have a range of investment-focused product, consulting, fund research, finance, or client-facing backgrounds.</li><li>Knowledge of and interest in investments with equity experience a plus</li><li>Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.</li><li>Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.</li><li>Series 7 &amp; 63 licenses (can be obtained while in role).</li><li>Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.</li><li>Proven experience with the development and product management for mutual funds, ETFs, indexes, insurance products, separately managed accounts, and institutional vehicles.</li><li>Highly effective communicator with excellent writing, presentation, and interpersonal skills.</li><li>Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.</li><li>Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment.</li></ul><p><strong>The Team</strong></p><p>The Investment Product Group is a key component of Fidelity’s asset management business and plays a pivotal role in the company, partnering closely with our investment professionals, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<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>

Director, Investment Product

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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>

Financial Services Representative - Naples, FL

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Orland Park, IL

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Squad Leader, you blend product expertise with a passion for delivering results in an agile format. You will work on the Stock Plan Services reporting offering and will partner with other leaders to influence the broader strategic decisions and roadmaps, define the requirements, and bring the squad together to deliver specific results. You will ensure your products or services are available, stable, performant, and supported when required and that related cost and maintenance is managed. You will ensure alignment on the 'what' and 'when' of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role.</p><p>You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture.</p><ul><li><p>Defining, refining, and communicating your team's mission to squad members and business partners to empower and rally support</p></li><li><p>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</p></li><li><p>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</p></li><li><p>Inspecting and evaluating progress, and removing impediments for your squad</p></li><li><p>Defining, presenting, and evaluating results against agreed acceptance criteria</p></li><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</p></li></ul><h3><strong><strong>The Expertise We’re Looking For</strong></strong></h3><ul><li><p>5+ years of related product management experience, systems development, product development, and/or project/product management</p></li><li><p>Agile experience required</p></li><li><p>Bachelor’s degree preferred</p></li><li><p>Experience with equity compensation and/or accounting beneficial</p></li><li><p>You take a data-driven approach to understanding client needs, translate strategic goals into action, and prioritize to maximize value delivered</p></li><li><p>You have a continuous improvement approach</p></li><li><p>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</p></li><li><p>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</p></li><li><p>You are intellectually curious and model a culture of learning and coaching</p></li></ul><h3><strong><strong>The Team</strong></strong></h3><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.</p><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>

Squad Leader, Stock Plan Financial Accounting

<h3>Job Description:</h3><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.<br><br>The GFC Senior Manager 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 audits and advisory reviews over select strategic initiatives. The role provides thought leadership, subject matter expertise and closely partner with Senior Business Leaders, Head of Corporate Accounting &amp; Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function’s mission. The role will report to the Head of Global Financial Controls CoE or a Director.</p><p>The<strong> Expertise</strong> and <strong>Skills</strong> You Bring</p><p>Play an integral role as part of GFC’s leadership team and through your advanced understanding of US GAAP, Internal Controls over Financial Reporting, Accounting concepts/standards and relevant frameworks (COSO). Lead and coach junior practitioners to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.</p><ul><li><p>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance)</p></li><li><p>Eight plus years of progressive experience with leading financial statement audits and assurance reviews</p></li><li><p>Blend of Public Accounting and Internal Audit experience highly desirable</p></li><li><p>Proficient with accounting concepts and financial processes including financial statement risks and controls</p></li><li><p>Professional certification CPA highly desired. Other relevant certifications CISA, CA, CIA, or CISSP</p></li><li><p>Exposure to IT Applications Controls, key reports testing and/or IT General Controls</p></li><li><p>Exposure to ERP/GL SaaS implementations, Alt Investments and/or Digital Assets incl. regulatory guidance</p></li><li><p>Exceptional leadership and proficient relationship builder with proven influencing and people management skills</p></li><li><p>Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines</p></li><li><p>Excellent verbal and written communication skills to present and lead conversations with senior management</p></li><li><p>Strong project management skills, ability to manage competing priorities and workload<br> </p></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>The base salary range for this position is $85,000-$179,000 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>Audit

SENIOR MANAGER, GLOBAL FINANCIAL CONTROLS COE

<h3>Job Description:</h3><p><strong>Senior Associate – Global Financial Controls Center of Excellence </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 the design and operating effectiveness of key financial controls through integrated reviews of key business units including Workplace Investing, Fidelity Wealth, Fidelity Brokerage, Fidelity Institutional, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Investments Life Insurance, international sites (India &amp; Ireland) and advisory reviews over strategic initiatives.</p><p>The Senior Associate role will deliver significant value to the business by assessing relevant risks and key controls supporting the firm’s financial processes and systems through integrated audits. This role will partner with Business Unit Controllers, other risk groups, process, and control owners as well as GFC associates. This role will provide excellent opportunities to learn about Fidelity’s many business units, key financial processes, and systems. This role will report to a Senior Manager or a Director within the GFC function.</p><p>The <strong>Expertise</strong> and <strong>Skills</strong> You Bring</p><ul><li><p>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)</p></li><li><p>3-6 plus years of relevant progressive experience with supporting integrated financial audits</p></li><li><p>Professional certification CPA and/or CISA highly desired. Other relevant certifications CISSP and CIA</p></li><li><p>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</p></li><li><p>Direct experience with general accounting concepts including financial statement risks, and controls</p></li><li><p>Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)</p></li><li><p>Strong verbal and written communication skills to present information to team members and clients</p></li><li><p>Ability to manage competing priorities and workload timely and with the appropriate level of quality</p></li><li><p>Strong learning agility to quickly understand and connect key concepts</p></li><li><p>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</p></li><li><p>Financial services industry experience desirable</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>Actively participate as a key member of GFC engagement teams in the execution of integrated reviews</p></li><li><p>Support creation of high quality workstream deliverables (e.g., process flows, RCMs, workpaper documentation)</p></li><li><p>Discuss findings and improvement opportunities noted with the GFC workstream teams and client contacts</p></li><li><p>Effectively manage assigned deliverables in a timely manner and holds self-accountable</p></li><li><p>Assess the design and operating effectiveness of key ITACs, manual controls and key reports (IPEs)</p></li><li><p>Lead or participate in process walkthroughs with process and control owners</p></li><li><p>Cultivate productive relationships with GFC team members and internal business partners</p></li><li><p>Support special projects and help co-lead internal training initiatives as appropriate</p></li><li><p>High level of professionalism, sense of urgency, and self-motivation</p></li></ul>The base salary range for this position is $64,000-$121,000 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>Audit

Senior Associate, Global Financial Controls - CoE

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>Do you have a desire to bring your alternative investments experience to a top financial services firm? Are you also looking for a position to grow your business and auditing skills and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! You will work with a team dedicated to Fidelity’s growing alternative investments business, provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation and mission is to drive positive change throughout the firm.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>7+ years of proven experience in alternative investment vehicle structures preferred. Auditing experience a plus, but not required.</li><li>Proven experience includes alternative fund investment operations (such as trading, portfolio analytics, performance and compliance) and/or alternative fund operations (such as fund administration, accounting, pricing/valuation, distribution or regulatory reporting)</li><li>Undergraduate degree in multiple fields of study accepted.</li><li>Professional certifications (e.g., CPA, CIA, CFA, CFE) not required but a plus. </li><li>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.</li><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload.</li><li>Strong problem solving and analytical skills.</li><li>Solid understanding of audit practices, tools, techniques, concepts, and trends is a plus</li><li>Commitment to innovative, collaborative, and digital working style.</li><li>Strong presentation, written, and interpersonal communication skills.</li><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.</li></ul><p><strong>The Role</strong></p><p>The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s alternative funds/investments and other businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to:</p><ul><li>Works with business and technology management to build a deeper understanding of risks and controls specific to Fidelity’s alternative investments vehicles.</li><li>Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function.</li><li>Leverages audit automation tools in the evaluation of business operations and systems.</li><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results.</li><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies.</li><li>Prepare audit reports with clearly documented issues and management actions plans and include related implications to the business or enterprise as a whole.</li><li>Coaches and mentors Analysts and Senior Analysts on the team.</li><li>Builds deep working relationships with audit teams and clients.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Audit<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>

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