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<h3>Job Description:</h3><p><strong>VP, Brokerage Customer and Offering Strategy</strong> </p><p>The VP, Self-Directed Investing Offering Strategy, will play a pivotal role in shaping the future of our brokerage business. This individual will lead the development and execution of customer-centric strategies, drive innovation in our product and service offerings, and ensure we deliver exceptional value to our self-directed brokerage customers. The ideal candidate is a visionary leader with deep brokerage industry experience, and a proven track record of strategic execution. </p><p><strong>Key Responsibilities</strong> </p><ul><li><p>Develop and implement a comprehensive brokerage customer strategy to drive acquisition, engagement, retention, and satisfaction </p></li></ul><ul><li><p>Lead the design and evolution of new self-directed brokerage and investment solutions, ensuring alignment with market trends, customer needs, and regulatory requirements. </p></li></ul><ul><li><p>Lead our Family Engagement and Generational Wealth Transitioning strategy. Analyze customer data, market research, and competitive intelligence to identify opportunities for growth and differentiation </p></li></ul><ul><li><p>Collaborate with product, marketing, technology, compliance, and operations teams to deliver seamless and innovative customer experiences, including go-to-market, value proposition, and fulfillment plans </p></li></ul><ul><li><p>Champion a culture of experimentation and speed to market </p></li></ul><ul><li><p>Monitor and report on key performance indicators, provides insights and actionable recommendations and business cases to senior leadership </p></li></ul><p><strong>The Skills and Expertise You Bring</strong> </p><ul><li><p>Bachelor’s degree required; MBA or equivalent is preferred. </p></li></ul><ul><li><p>Series 7 or 24 preferred </p></li></ul><ul><li><p>Product and offering concept development, experimentation, and road map planning </p></li></ul><ul><li><p>10+ years of experience in brokerage, wealth management, or financial services, with a focus on customer strategy, product management, or offering development </p></li></ul><ul><li><p>Demonstrated success in leading cross-functional teams and driving strategic initiatives </p></li></ul><ul><li><p>Deep understanding of brokerage products, customer segments, and regulatory landscape </p></li></ul><ul><li><p>Strong analytical, problem-solving, and communication skills </p></li></ul><ul><li><p>Proven ability to influence at all levels of the organization and build strong business partner relationships </p></li></ul><ul><li><p>Data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses. </p></li></ul><ul><li><p>Committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers. </p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong> </p><p>Our primary purpose is to help millions of customers become better, more confident investors so they can achieve their financial goals. The Self-Directed Investing Team is accountable for understanding the needs of a broad spectrum of investors and developing new offerings that will create differentiated value. We are responsible for driving top-line growth of the brokerage business, as well as partnering across Fidelity to ensure each individual customer and their families are aware of the full brokerage value proposition. </p><h3>Certifications:</h3><h3>Category:</h3>Product Management<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>

Fidelity Investments

VP, Self Directed Product Strategy

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><p><strong>The Expertise You Have </strong></p><ul><li>Require associate in this role to hold Series 7 &amp; 63 licenses</li><li>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required</li></ul><p><strong>The Value You Deliver </strong></p><ul><li>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s “trusted advisor.”</li><li>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</li><li>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</li><li>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</li><li>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</li></ul><p><strong>Strategic Book Management</strong></p><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</li><li>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</li><li>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul>The base salary range for this position is $112,000-$255,000 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

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p>The base salary range for this position is $106,500 - $171,500 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 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Schaumburg, IL

<h3>Job Description:</h3><p>The Department</p><p>Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><p>Quantitative Sustainable Investing Internship</p><p>The Quantitative Sustainable Investing team works with analysts and portfolio managers across QRI, as well as stakeholders across Asset Management to conduct research and development on quantitative factors, models, and ratings and deliver portfolio construction and risk analytics to support Fidelity’s funds and research efforts.</p><p>Education &amp; Experience Requirements</p><ul><li>Currently enrolled in a master’s degree program, with expected graduation no earlier than December 2026</li><li>Proficient in one or more of the following: Python (preferred), R, or SQL</li><li>Demonstrated interest and experience in quantitative analysis or research</li><li>Strong academic background in financial markets</li><li>Proven ability to communicate insights effectively through both written and verbal presentations</li><li>Skilled in critical thinking, collaboration, and clear articulation of complex ideas</li></ul><p>Responsibilities include</p><ul><li>Partnering with other quant researchers to evaluate complex data</li><li>Developing new models to facilitate the research and portfolio construction process</li><li>Collaborating with team members and portfolio managers on the design of sustainable investment strategies</li><li>Developing new analytical tools to incorporate sustainability considerations into the portfolio management process</li></ul><p>Location</p><p>Boston, MA</p><p>Intern Program Dates</p><p>June 1st, 2026 – August 7th, 2026 <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- Sustainable Investing Team

<h3>Job Description:</h3><p><strong>The Role </strong> </p><p>As a member of the Fidelity Digital Assets, LLC (“FDA”) Compliance team, this role will serve as an informed and trusted business partner, who promotes an environment of ethical conduct and dedication to compliance, regulatory and legal obligations. This role on the Compliance Governance and Oversight Team, will support compliance oversight of FDA, collaborating closely with many teams within FDA and across the Fidelity organization, such as Wealth &amp; Brokerage, Fidelity Institutional, and Workplace Investing. </p><p><strong>You Will:</strong> </p><ul><li><p>Collaborate with the other teams to supervise and provide oversight of compliance activities owned by affiliate service providers. </p></li></ul><ul><li><p>Participate in leading the development of formalized governance oversight activities including issues management, compliance training, and program enhancement management. </p></li></ul><ul><li><p>Develop, implement, and maintain comprehensive compliance policies and procedures that align with both regulatory obligations and organizational objectives. </p></li></ul><ul><li><p>Coordinate, improve, and build management reporting systems to highlight compliance status and raise critical issues to senior leadership. </p></li></ul><ul><li><p>Understand and communicate the strategic vision and compliance road map </p></li></ul><ul><li><p>Partner with international compliance teams to support compliance readiness </p></li></ul><ul><li><p>Assist Regulatory Management in responding to relevant regulatory matters and building positive relationships with regulators. </p></li></ul><ul><li><p>Partner with compliance areas like AML, Risk, Records Management, Cybersecurity, and Privacy Programs, to ensure that FDA is meeting internal and external requirements. </p></li></ul><ul><li><p>Remain up-to-date on regulatory changes and landscape, standard methodologies, and new developments in the industry. </p></li></ul><ul><li><p>Promote compliance awareness through training and education. </p></li></ul><p>Experience You Bring: </p><ul><li><p>8+ years of combined experience in Compliance, Risk, and Legal </p></li></ul><ul><li><p>Strong people management with experience managing teams </p></li></ul><ul><li><p>4-year college degree required, MBA or JD is a plus </p></li></ul><ul><li><p>Have a strong understanding of banking regulation including both Federal and State banking requirements, Regulation E, UDAAP, and AML/BSA </p></li></ul><ul><li><p>Strong attention to detail, with strong analytical, organizational, and problem-solving skills </p></li></ul><ul><li><p>Positive relationship skills; ability to articulate well, coordinating across various teams, including Legal, Operations, Risk and Audit </p></li></ul><ul><li><p>Ability to influence key decision makers through a combination of knowledge, reasoning and relationships </p></li></ul><ul><li><p>Ability to work efficiently in a fast paced, complex regulatory environment. </p></li></ul><p><strong>The Team</strong> </p><p>This team reports to the Chief Compliance Officer for Fidelity Digital Assets, a full-service, enterprise grade platform for securing, trading, and supporting investments in digital assets. </p><p><strong>Company Overview</strong> </p><p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. </p><p><strong>Join Us</strong> </p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. </p><p>At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” </p><p>We invite you to <strong>Find Your Fidelity</strong> 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 Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3. </p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Compliance Governance and Oversight - Fidelity Digital Assets

<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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Carmel, IN

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Virginia Beach, VA

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $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>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 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative

<strong>The Team</strong> <ul> <li>Responsible for providing client advisory, ongoing customer servicing, troubleshooting customer problems, handling certain activities for the client account and is the primary point of contact for the day-to-day customer service (e.g., call center, etc.). Incumbents work well with clients every day and assist with maintaining the relationship with several clients. Client Service Associates at this level are knowledgeable on the day-to-day activities of the Health and Welfare product and processes. This individual supports the virtual team leader for the services provided. Client Service Associates will focus on day-to-day resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines, or processes. Roles at this level may have full ownership for one or more processes, reports, procedures, or products. Roles at this level typically require an individual emerging as a specialist in a specific skill set or business area but who remain focused primarily on daily execution. Minimum years of experience: Typically, 3 years of Health and Welfare outsourcing experience. Primary focus is on everyday execution, assisting with regulatory compliance, participating in internal and client audits, and helping to develop client-specific solutions based upon subject expertise. </li></ul> <strong>The Expertise You Have</strong> <ul> <li> </li><li>Ensure the operational services provided to a client meet their assigned clients’ outsourcing needs, meet internal and external service level agreements, and are delivered in a quality manner </li><li>Act as the knowledge professional relative to their clients’ plan level provisions and recordkeeping processes </li><li>Primary point of contact for day-to-day administration and customer service </li><li>Coordinate resolution of client and plan participant issues brought forward from plan sponsors and internal partners, and work with Client Service Manager to perform high level cost, risk, and benefit analysis without compromising quality customer service </li><li>Ensure that all plan sponsor directions documentation and other requirements documents (e.g., Plan Administration Manual, Procedures, Associate Benefits Library, Communications, Production Calendar) are updated based on client direction and requirements and the appropriate signoff has been received </li><li>Ensures communications across the Virtual Team of client changes or improvements, service issues areas or risks including Service Level Agreements (SLAs) and serve as an internal critical issue point of contact for their clients’ operational issues </li><li>Support scheduled and adhoc client reporting needs (as needed) and supports the H&amp;W billing process </li><li>Identify and recommend efficiency/productivity improvements for client book </li><li>Provide backup coverage for Client Service Manager and represent in internal meetings (as needed) </li></ul> <strong>The Skills You Bring</strong> <ul> <li> </li><li>BS or BA </li><li>3 years of benefits administration, outsourcing administration (H&amp;W) or proven experience </li><li>Customer obsessed; demonstrates the ability to balance customer service and sound business judgment </li><li>Strong communication skills; written and oral </li><li>Effective organizational, time management, facilitation, and prioritization skills </li><li>Demonstrated ability to get things done </li></ul>

Fidelity TalentSource

Health and Wellness Client Service Associates

<p><strong>Position Title:</strong> Program Officer<br><strong>Reports To:&nbsp;</strong>Vice President of Programs<br><strong>Location:&nbsp;</strong>Echo Park, Los Angeles; hybrid schedule (3 days/week in-office required)<br><strong>Time Commitment:&nbsp;</strong>Full-time<br><strong>Announcement Date:&nbsp;</strong>September 5, 2025<br><strong>Applications Due:&nbsp;</strong>open until filled<br><strong>Compensation:</strong> $8,800- $9,600/month; commensurate with experience<br><br><strong>Position Summary</strong></p><p>The Levitt Foundation is seeking an experienced, high-performing Program Officer to oversee the Foundation’s growing national portfolio of Levitt Music Series grantees, comprised of nonprofits based in small towns to large cities across the country. This is an exciting opportunity to join a collaborative team environment, working across the organization with Foundation staff and closely with the Programs team to expand the reach of the Foundation’s grantmaking and deepen impact in communities. The Program Officer will work with grant applicants, new and existing grantees, conduct site visits throughout the country, manage each phase of grant cycles, and identify and develop resources to support the local efforts of grantees and advance programmatic goals and outcomes.<br><br>The Program Officer will play a key role in identifying opportunities and developing strategies aligned with the Foundation’s values and mission to inform Levitt network initiatives and new grant programs. The ideal candidate will have an interest in traveling to communities across the country and strong interpersonal and analytical skills and program management experience, along with a passion for Levitt’s mission of supporting free, outdoor concerts as a means to create welcoming, vibrant public spaces and invigorate community life.</p><p><br><strong>Major Areas of Responsibilities&nbsp;</strong></p><ul><li>Builds and maintains strong, authentic relationships with grant seekers and grantees</li><li>Identifies and builds relationships with a range of organizations to support outreach efforts to help attract diverse applicant pools from across the country and nonprofit sector</li><li>Manages each phase of the Levitt Music Series application period, including the review and award process</li><li>Provides guidance, technical assistance and support to grant seekers throughout the application process</li><li>Manages portfolio of Levitt Music Series grantees including tracking grant deliverables, disbursements, and reporting</li><li>Provides guidance and support to grantees, including technical assistance and regular communication, for impactful execution of funded programs&nbsp;</li><li>Performs site visits of current grantees to nurture relationships and discuss feedback and ideas regarding Levitt Foundation support</li><li>Identifies, develops and provides resources and learning opportunities for grantees to effectively support their Levitt Music Series and work in the field</li><li>Evaluates grant program measures and outcomes, identifies key findings, and provides recommendations to support program impact</li><li>Plays a role in the development, implementation, and management of new grant programs</li><li>Performs site visits of prospective grantees to learn about their communities and assess potential match for future Levitt Foundation funding</li><li>Co-creates and facilitates in-person and online Levitt training sessions for potential and existing grantees</li><li>Collaborates with cross-departmental teams to facilitate information sharing amongst the Levitt network</li><li>Plays a key role in the development and implementation of processes and systems to support efficiencies within the Programs department</li><li>Ensures program-related information and resources are current on the Levitt network's grants portal and information exchange platform</li><li>Remains abreast of evolving practices in the fields of philanthropy, creative placemaking, arts funding, and performing arts presenting</li><li>Represents the Levitt Foundation at events, conferences, and other related activities</li><li>Performs other duties as assigned</li></ul><p><strong>Qualifications</strong></p><ul><li>7-9 years of experience in effective grantmaking, program development, and/or project management</li><li>Outstanding interpersonal skills with ability to develop productive relationships with colleagues, potential applicants, grantees, partners, and stakeholders</li><li>Excellent project management skills with a strong ability to balance multiple, often competing, priorities, without loss of attention to detail</li><li>Innovative and critical thinker with strong analytical and problem-solving skills</li><li>Excellent writing skills with keen ability to communicate clearly&nbsp;</li><li>Working knowledge of creative placemaking and driving social impact through the arts; experience in the performing arts a plus</li><li>Ability to commit to and interest in traveling throughout the country for site visits and national conferences throughout the summer and fall, up to 3 times per month; duration of travel is approx. 2 to 5 days per trip</li><li>Willingness to adapt as programs evolve and comfortable adjusting based on organization and grantee needs</li><li>Strong leadership qualities with ability to work independently and collaboratively in a team environment</li><li>Self-motivated with high degree of initiative and entrepreneurial spirit</li><li>Passion for the Levitt mission of <i>building community through music</i></li><li>Proficient in Microsoft Office and willingness to learn new technologies</li><li>Willingness to work flexible hours, including some nights and weekends</li><li>Bachelor’s degree or equivalent experience</li></ul><h2>Application Submission&nbsp;</h2><p>To apply, upload your cover letter and resume at&nbsp;<a href="https://jobs.appone.com/levittfoundation" target="_blank">https://jobs.appone.com/levittfoundation</a>.&nbsp;</p><p>&nbsp;<br>The Levitt Foundation offers a dynamic work environment and competitive salary commensurate with experience. Benefits include health insurance, 401(k), and other benefits. EEO/AAW employer.</p>

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