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<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 63 - FINRA, Series 65 - 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><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

Financial Consultant - Fort Worth, TX

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

Financial Consultant - Dublin, CA

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

Vice President, Branch Leader - Burlingame, CA

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

Head of Advanced Trading

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

Vice President, Branch Leader - Marin, CA

<h3>Job Description:</h3><p>The Prime Services Risk team is responsible for risk management of the Fidelity Capital Markets Prime Services business. The team focuses on Collateral, Market and Operational risk associated with the intraday and overnight extension of collateralized credit to clients. The team is involved in determining lending policy and continuous analysis of the risks inherent in each client’s portfolio and investment strategy. Portfolios are analyzed and evaluated daily through extensive simulation and stress analysis crafted to estimate market related risks. Additionally, the team is tasked with developing, testing, and validating strong risk models to ensure clients remain well collateralized on an ongoing basis.</p><p>The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:</p><ul><li><p>Analyzing risk exposures using stress testing and scenario analyses for client trading, assessing collateral-based margin requirements.</p></li><li>Daily monitoring of client portfolios and providing of commentary or market risk positions with the strive to identify material risk exposures and concentrations. Due diligence and attention to detail is critical.</li><li>Interact regularly with Prime Services Account Managers on risk-related issues such as discussing margin changes, and with Credit Risk to review and approve new client prospects.</li><li>Collaborate in developing a firm-wide Model Risk Management Framework.</li><li>Monitor and analyze market trends and movements by observing market trends and estimating the significance they will have on client portfolios.</li><li>Respond to changing market conditions by conducting ad-hoc exposure analysis across the Prime Services portfolio, often at the request of senior management and/or business partners.</li><li>Coordinate with Technology and Product Development to improve risk system capabilities in performance, reporting, and data. In addition, work with the business to add products to the risk system and enhance margining capabilities.</li></ul><p><strong>The Expertise You Have</strong></p><ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>2+ years of Relevant Risk Management experience, preferably Prime Brokerage or Institutional collateralized lending</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of financial markets and products</li><li>Understanding of risk management, and ability to analyze portfolio strategies and risks using stress testing and scenario analyses</li><li>Useful programming skills preferred but not required</li><li>Excellent interpersonal, verbal and written communication skills</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You have knowledge of investment products, core brokerage experience in trading, lending, margin, financing, clearing and custody and related regulations</li><li>You have the ability to identify inherent risks to the business (e.g. market, credit, financial, operations regulatory, technology and reputational)</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Experience with data analytics, stress testing, liquidity, market and operational risks</li><li>Effectively managing multiple initiatives and responsibilities within prescribed timelines</li><li>Ability to engage interested parties and facilitate discussions, meetings and walkthroughs of risk policy and analytics</li><li>Driving innovation using complex data sets to identify risk, settling controls, parameters and risk methodologies</li><li>Communicating complex issues by condensing them into a concise summary report and presentations</li><li>Finding opportunities to improve existing risk reporting and developing new key risk indicators</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>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>Risk

Prime Brokerage Risk Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.</p><h3>The Manager / Senior Manager, Implementation Project Management will do the following:</h3><ul><li>Onboarding of new Fidelity Registered Investment Advisors.</li><li>Supporting existing advisors who are converting a book of business onto the platform.</li><li>Leading mid-level to large Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions.</li></ul><p>The Senior Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Senior Manager, Implementation Project Management will be required to handle mid-level to large deals with and may assist on larger, more sophisticated clients.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience. Advanced degree preferred</li><li>Minimum of 3 - 5+ years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% - 25% of time</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead mid-level to large projects, with varying degrees of complexity. Lead onsite support at advisor offices for mid-level to large breakaways or conversions; assist with various pre-planning and execution tasks throughout the conversion.</li></ul><h3><strong>The Team</strong></h3><p>Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.</p>The base salary range for this position is $71,000-$120,000 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>Series 07 - FINRA<h3>Category:</h3>Client Service

Manager / Sr. Manager, Implementation Project Manager - IWMS Client Experience

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a strategic leader within Fidelity’s Workplace Investing (WI) Client Engagement Group, the Director of Health Care Competitive Insights will drive market and competitive intelligence across the health and welfare (H&amp;W) benefits administration sector and adjacent workplace solutions (e.g., retirement, FSAs). This role is instrumental in shaping business strategy, identifying growth opportunities, and mitigating competitive threats through data-driven insights. This is a hands-on, high-impact role ideal for a seasoned insights professional who thrives in a collaborative, fast-paced environment and is motivated by influencing business outcomes through research and analysis.</p><p><strong>Key Responsibilities</strong></p><ul><li>Lead end-to-end competitive and market intelligence for the H&amp;W benefits outsourcing space.</li><li>Analyze competitor strategies, offerings, technologies, and value-added services.</li><li>Forecast market trends, regulatory shifts, and evolving employee needs—especially around the employee experience.</li><li>Deliver executive-ready insights via presentations, dashboards, and reports that inform product, sales, and marketing strategies.</li><li>Partner with product teams to shape roadmaps, identify innovation opportunities, and address market gaps.</li><li>Develop insights-driven narratives to support go-to-market strategies, sales enablement, and client retention.</li><li>Align research priorities with strategic business goals and stakeholder needs.</li><li>Provide competitive enablement and deal support to client-facing teams; collaborate with Marketing, Sales, and Thought Leadership to refine external positioning.</li><li>Manage third-party research vendors and data providers to enhance intelligence capabilities.</li><li>Monitor and contextualize market developments; lead internal communications including newsletters and stakeholder updates.</li></ul><p><strong>Expertise and Skills You Bring</strong></p><ul><li>8+ years of experience in market research, strategy, or competitive intelligence within H&amp;W benefits outsourcing or consulting industries.</li><li>Deep knowledge of the H&amp;W benefits landscape; experience with leading providers or consultancies preferred. Familiarity with HRIS, HCM platforms, and emerging technologies (AI, automation, cloud) in HR/benefits.</li><li>BA/BS degree required, MS/MBA or JD preferred.</li><li>Strong analytical and strategic thinking skills; adept in CI/MI methodologies and tools.</li><li>Excellent communication and storytelling skills; able to influence senior stakeholders.</li><li>Proven leadership in cross-functional collaboration and stakeholder engagement.</li><li>Experience applying strategic frameworks (e.g., SWOT, scenario planning, benchmarking).</li><li>Ability to synthesize diverse data sources into actionable insights.</li><li>Comfortable navigating ambiguity and driving clarity through strategic judgment.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Shape business strategy through deep, evidence-based market and competitive insights.</li><li>Empower sales and marketing with differentiated positioning and messaging to win and retain business.</li><li>Bridge market intelligence with product innovation, driving roadmap decisions and feature development.</li><li>Foster alignment across product, sales, and leadership by delivering timely, actionable intelligence that fuels growth.</li></ul><p><strong>The Team</strong><br>The Workplace Insights team supports Fidelity’s Workplace Investing and Health businesses by delivering competitive and market intelligence. Our research empowers the organization to stay ahead in a dynamic and evolving industry.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Healthcare Competitive Intelligence (Unfilled)

<h3>Job Description:</h3><p>We have a new opportunity for a Remote Licensed Retirement Planner in the Greater Metro Las Vegas area! The position is remote and requires that you reside in the Greater Las Vegas area (within 90 miles). We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients over the phone.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li><p>Series 7 &amp; Series 63 licenses required</p></li><li><p>Series 66 required within 90 days of hire</p></li><li><p>2+ years of experience in a customer service or sales role preferred</p></li><li><p>Knowledge of tax exempt retirement products and services highly desirable</p></li><li><p>Previous phone center experience preferred</p></li><li><p>Demonstrated ability to deliver exceptional customer results</p></li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li><p>Your comprehensive understanding of the current market, economy, &amp; economic trends</p></li><li><p>Your robust consultative, influencing and communication skills</p></li><li><p>Proven capability to be proactive and demonstrate initiative</p></li><li><p>Strong time management and prioritization skills</p></li><li><p>Your receptiveness to feedback and willingness to adapt to change</p></li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li><p>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</p></li><li><p>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</p></li><li><p>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</p></li><li><p>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</p></li><li><p>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</p></li><li><p>Understanding and articulating Fidelity Viewpoints to provide general education to clients</p></li><li><p>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</p></li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.</p><h3>CERTIFICATIONS:</h3><p>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire) </p><h3>COMPANY OVERVIEW</h3><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.<br><br>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - 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><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>

Retirement Planner - Las Vegas, NV

<p>We have an opening for a <strong>Program Coordinator - Health Sciences</strong> at our Chattanooga State campus!</p>
<p>Our Purpose&nbsp;- We support and empower everyone in our community to learn without limits.</p>
<p>Our Values:&nbsp;</p>
<p>We cultivate a welcome and caring environment.</p>
<p>We care about the well-being of each other.</p>
<p>We instill trust through integrity and transparency.</p>
<p>We encourage fearless innovation and resilience.</p>
<p>We collaborate to build a better future.</p>
<p>Our Mission&nbsp;-&nbsp;We are Chattanooga State, a dedicated team that delivers accessible, innovative learning opportunities that surpass expectations.&nbsp; Together, we enrich the lives of students, and their families; develop a talented workforce; and partner with our community to lead boldly into the future.&nbsp;</p>
<p><strong>POSITION SUMMARY </strong></p>
<p>The Health Science Program Coordinator provides visionary leadership and administrative oversight for the Health Sciences Program within the Nursing &amp; Allied Health Division. This role ensures academic excellence, program compliance, and student success while also serving as the primary instructor for all didactic courses within the program.&nbsp; The ideal candidate will bring a strong background in leadership and management, health sciences education, a commitment to student-centered learning, and the ability to manage both instructional and operational aspects of an academic program.&nbsp;</p>
<p><strong>ESSENIAL FUNCTIONS </strong></p>
<p><strong><em>Holistic Student Support </em></strong></p>
<p>• Oversees advising, academic planning, and support systems to ensure student success and program retention.</p>
<p>• Collaborates with internal support services such as Admissions, Student Support Center, Career Services, TCAT, Blue Cross and Blue Shield, and more.</p>
<p>• Engages in student recruitment, orientation, and mentoring initiatives.</p>
<p>• Maintains open communication with students to monitor academic progress, address concerns, and ensure equitable outcomes.</p>
<ul>
<li>Provides mentorship to students</li>
</ul>
<p><strong>&nbsp;<em>Fiscal Stewardship </em></strong></p>
<p>• Manages the program budget in alignment with NAH division and college goals.</p>
<p>• Maintains records for compliance, budgeting, and reporting.</p>
<p>• Monitors and manages instructional supplies, and for program delivery.</p>
<p><strong><em>Organizational Culture </em></strong></p>
<p>• Promotes a collaborative, student-centered culture within the program and across the division.</p>
<p>• Develops accountability practices that support continuous improvement and operational excellence.</p>
<p>&nbsp;• Collaborates with the dean and other program directors on strategic planning and quality assurance.</p>
<p><strong>Teaching Excellence and Program Innovation</strong></p>
<p>• Serve as primary instructor for all didactic courses in the Health Science Program.</p>
<p>• Leads curriculum development, course scheduling, and instructional delivery to ensure alignment with industry and accreditation standards.</p>
<p>• Coordinates adjunct faculty recruitment, onboarding, and professional development.</p>
<p>• Oversees programmatic assessments and participates in institutional effectiveness activities.</p>
<p>• Ensures the program complies with licensure, certification, and accreditation requirements.</p>
<p><strong><em>KNOWLEDGE, SKILLS, AND ABILITIES </em></strong></p>
<p>• Strong leadership, interpersonal, and organizational skills.</p>
<p>• Ability to build consensus and foster collaboration among faculty and staff.</p>
<p>• Effective communication.</p>
<p>• Knowledge of health science education, licensure/accreditation standards, and best practices in student support.</p>
<p>• Ability to analyze data for decision-making and continuous program improvement.</p>
<p>• Proficient in managing budgets, schedules, and program operations.</p>
<p>• Skilled in time management, multitasking, and administrative procedures.</p>
<p>• Commitment to student-centered leadership.</p>
<p><strong><em>POSITION QUALIFICATIONS </em></strong></p>
<p><strong>Required:</strong></p>
<p>• Bachelor’s degree in Health Science or related discipline</p>
<p>• Minimum of three years teaching or clinical experience in a Health Science profession</p>
<p>• Demonstrated leadership experience in academic or healthcare settings</p>
<p><strong>Preferred:</strong></p>
<p>• Master’s degree or higher in Health Science, Education, or related field</p>
<p>• Experience with program accreditation processes (e.g., CoARC, CAAHEP, ACEN)</p>
<p>• Experience in community college or higher education administration</p>
<p><strong>Salary Range: $43,037 - $53,797</strong></p>

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