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About UsAt Cast &amp; Crew, we’ve empowered creativity and supported the global entertainment industry for decades. Together with our family of brands - Backstage, CAPS, Checks &amp; Balances, Final Draft, Media Services, Sargent-Disc, and The TEAM Companies – we operate as a combined entertainment technology and services provider offering industry standard screenwriting accounting software, digital payroll products, data &amp; reporting, and a host of creative tools.&nbsp; The industry continues to move faster than ever, and the need for our expertise, our technology, and our people has never been greater. &nbsp;We are a production’s best ally every step of the way.&nbsp;#OneCastOneCrewPosition Overview In this role, you will oversee the entire product lifecycle for new and existing products, from discovery, product planning, development to execution. You’ll be responsible for a nimble team who are responsible for our crew portal/user profile, project onboarding, project document exchange and employee onboarding within our suite and growing platform. The Director, Product Management will be responsible for both new product ideation and existing product strategy, you must be creative and visionary, able to innovate and simplify product offerings to provide a positive, seamless experience for our customers. As our clients include Studios, Networks, Film &amp; TV companies, Brands, Ad Agencies, Live Event Organizers as well as their end users, you must be able to envision the unique and complex intersection of the distinct audiences who use our products, and guide product strategy to serve each equally. As we are a lean team in a growing organization, you must covet the opportunity to be a hands’ on individual contributor in a senior leadership role. This position will also provide mentorship, guidance, and training to other members of the product team, and work cross-functionally to drive the strategic direction of our product suite and influence product growth. The ideal candidate will have a proven track record of managing product lifecycles, understanding customer needs, and driving product success.Core Responsibilities•Define and drive the product vision, strategy, and roadmap in line with the company's strategic goals•Oversee the entire product lifecycle from ideation through development, launch, and retirement; lead large-scale, cross-functional product initiatives including related system integrations•Prioritize and manage an agile backlog of product enhancements and be able to adapt quickly to a demanding and constantly changing environment•Engage with customers and stakeholders to gather and prioritize product requirements, ensuring products meet and exceed customer needs•Lead cross-functional teams, including design, engineering, and marketing, to deliver high-quality products to market on time•Stay on top of market trends, competitor products, and potential opportunities/threats to ensure our products remain competitive•Leverage analytics, usability studies, and market research to drive product direction and define an effective roadmap•Clearly communicate product plans, benefits, and results, as appropriate, to a spectrum of audiences, from internal stakeholders to external partnersKey Qualifications•Bachelor’s degree in a relevant field•Enterprise SaaS Product Management (minimum 5+ years) experience with a proven track record of successful launches•Proven experience launching a new product or moving a successful product into a new category or region in an agile environment•Strong execution-focus and ability to create an actionable plan amongst a certain degree of ambiguity•Deep understanding of how to interact with GTM and customer teams•Strategic and visionary; able to see the story and tie it together in a logical way•Strong leadership and communication skills that empower you to collaborate with and influence teams at all levels•Exceptionally strong process that you can articulate clearly, thoroughly, and concisely to technical and non-technical audiences•Methodical approach to set and execute a detailed, realistic, and congruent product roadmap•Adept at using qualitative and quantitative research methods and methodologies, including market landscaping and competitor analysis, to support product decisions•Excellent stakeholder management skills, including driving consensus and alignment•Ability to forge strong working relationships with design, development, and stakeholders•Advanced working knowledge of the Product Development Lifecycle with the ability to proactively suggest process improvements that drive efficiency and quality•Ability to translate technical concepts for a business audience•Technical familiarity and/or ability to acquire in-depth knowledge of asset management principles such as data indexing, OCR, platform integrations, and cloud storage across variety of cloud technologies (e.g., Azure, AWS)•Advanced written and verbal communication skills that can be tailored to suit a variety of individual personalities and levels of seniorityPreferred Qualifications •Prior experience in payroll, compliance, HR, accounting, and/or entertainment industry highly preferred•Proficiency with Pendo or similar adoption metrics tracking systemSpecial Work Conditions•Sedentary – Involves sitting most of the time but may involve walking or standing for brief periods of time. Some positions may entail exerting up to 15 lbs. of force occasionally and/or a negligible amount of force to lift, carry, push, or pull.Benefits&nbsp;Cast &amp; Crew provides a comprehensive package of employee benefits including: Medical, Dental, Vision, PTO, health and wellness programs, employee discounts, and more! Note: Cast &amp; Crew benefits are subject to eligibility requirements.Cast &amp; Crew is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. It is our policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.CA residents Your personal information may be collected in connection with certain services provided by Cast &amp; Crew or its affiliated companies. &nbsp;A summary of your California privacy rights can be found at: <a href="https://www.castandcrew.com/privacy-policy/" target="_blank">https://www.castandcrew.com/privacy-policy/</a>Compensation is commensurate with various factors including, but not limited to, relevant experience, qualifications, skills, training, licensure, certifications, geographic cost of labor, and other business and organizational needs. Compensation range for candidates in other locations may differ based on the cost of labor in that location. The compensation range for this position is: $170,000.00 - $220,000.00 per year.

Cast & Crew

Director, Product Management

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

Fidelity Investments

Financial Services Representative - Birmingham, AL

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

Financial Services Representative - Houston, TX (Champion Forest)

<h3>Job Description:</h3>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.The Expertise We’re Looking For<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>The Purpose of Your RoleOur 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.The Skills You Bring<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>The Value You Deliver<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>How Your Work Impacts the OrganizationIf 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.The base salary range for this position is $106,500 - $171,500 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Rancho Cucamonga, CA

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</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>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.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.

Investment Consultant - Providence, RI

<h3>Job Description:</h3>As a Business Analyst Consultant, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with Fidelity Health Solutions Product Owners (Squad Leaders) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!The Team The Business Analyst (BA) is part of the Fidelity Health Solutions’ Business Analyst Chapter (team), which supports product development across multiple health care domains. The BA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement product and service features in health care applications from inception to delivery. Your squad will focus on developing Year-round health planning, creating participant personalization, all while simplifying our site interaction to increase engagement! You will help build innovative participant features for Fidelity Health Benefits (FHB) platform.The Expertise You Have <ul><li>Bachelor’s degree required; Master’s degree preferred</li><li>8+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with demonstrable ability to work across multiple multi-functional teams</li><li>Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development</li><li>Strong understanding of both front-end and back-end technologies, with the ability to effectively communicate complex technical requirements to development teams to drive solution design and implementation.</li><li>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool</li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification is a plus</li><li>Prior hands-on expertise building healthcare applications preferred.</li></ul>The Skills You Bring<ul><li>Skilled at translating business vision into defined and prioritized user stories for team’s backlog</li><li>Ability to understand complex customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team</li><li>Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features</li><li>Look for opportunities to innovate and take thoughtful risks to get work done better and faster</li><li>Excellent listening, communication (verbal and written), and presentation skills</li><li>You effectively and regularly lead, facilitate, and drive individuals and group meetings</li><li>You are highly organized and have a strong ability to prioritize and work under tight deadlines</li><li>Skilled at building relationships, fostering strong teams, and influencing others</li><li>You are a self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies</li><li>Strong desire to learn and develop additional skills and expertise over time, as well as drive process improvement</li><li>You have excellent business judgement and maintain confidentiality of all data</li><li>Providing consulting, support, and guidance to leadership, squad members, and other relevant partners to influence culture and behaviors</li><li>You enjoy and have expertise being in both front-end and back-end healthcare application development. </li></ul>The Value You Deliver <ul><li>Delivering software solutions in a Scrum Agile environment</li><li> Leading and conducting business analysis to identify needs and recommend effective solutions</li><li> Managing and maintaining the scrum team backlog, including writing user stories, defining acceptance criteria, supporting prioritization, and facilitating refinement sessions</li><li>Collaborating closely with business stakeholders, development teams, external vendors, and QA throughout the project lifecycle—from planning and requirements to design, testing, and implementation</li><li>Conducting product demonstrations and clearly explaining new features to large audiences, ensuring understanding and alignment across stakeholders</li><li>Supporting deployment and business readiness activities, including enablement planning, user documentation, internal training, and communication</li><li> Effectively managing and prioritizing multiple initiatives and business analysis tasks simultaneously</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.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.

Business Analyst

<h3>Job Description:</h3>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.The Expertise and Skills You Bring<ul><li>Bachelor's Degree</li><li>12+ years of experience in retirement benefits industry and/or consulting to large companies</li><li>QKA, QKC, CPA, JD (ERISA or similar specialty) or credentialed actuary (a plus)</li><li>Outstanding teamwork skills and ability to professionally influence others across groups</li><li>Strong critical thinking and problem-solving skills</li><li>Excellent oral and written communication skills</li><li>Proven leadership ability</li><li>Keen interest and dedication to help others succeed</li><li>Expert knowledge in qualified and non-qualified defined contribution plan design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features</li></ul>The Purpose of Your RoleAs a Vice President in Workplace Consulting (Retirement, Qualified &amp; Non-qualified Defined Contribution Consulting) you will be responsible for consulting with large clients on strategies to align retirement benefit programs with business objectives and goals. This includes facilitation of sophisticated strategy discussions with clients to understand their business as well as providing oversight on project implementation and delivery. Additionally, you'll be involved with new business development in multiple capacities including: 1) penetrating the regional market, 2) creative solutioning for new and prospective clients to the firm, 3) supporting business proposals and articulating Fidelity’s non-qualified service offering and capabilities and 4) cultivating existing client relationships. While working in a collaborative and dynamic work environment, you will have an opportunity to apply your leadership skills to help engage associates and encourage a satisfying and productive work atmosphere.Experience &amp; skills associated with non-qualified design, trends and funding options / strategy are an important focus in this role.The Value You Deliver<ul><li>Leading new business efforts including collaborating cross-practice and across Fidelity to secure additional revenue for Workplace Consulting and the broader organization</li><li>Crafting sustainable and profitable client relationships</li><li>Ensuring and championing quality of work delivered to clients</li><li>Consulting on a wide variety of benefit topics, employee/retiree educational issues and anticipating changing client needs, with a focus on defined contribution programs</li><li>Contributing to thought leadership on behalf of Fidelity and Workplace Consulting</li><li>Working with other practices in Workplace Consulting and across Fidelity to identify new opportunities and deliver integrated solutions</li><li>Mentoring associates within the Retirement practice and cross-practice</li><li>Involvement in the effort to interview/hire new associates</li><li>Remaining current on legislative and technical requirements</li></ul>The TeamThe Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Vice President, Non-Qualified DC Plan Consulting

<h3>Job Description:</h3>The Team As a Director within the WI Internal Analytics, Insights and Reporting team this person will be focused on supporting and building relationships across teams and stakeholders in support internal analytic initiatives &amp; projects. You will partner to sustain deep relationships with these stakeholders, supporting high priority asks and working to source solutions with data to foster a data narrative. You are the Data Storyteller providing data-driven, contextualized insights to effectively communicate narratives and visualizations. The insights you provide will support the creation, management, and achievement of business objectives along with new focus areas and success measures. In providing useful insights you will help articulate future vision and influence roadmaps. Your direct interaction with the business will craft a discourse to answer strategic questions.Expertise you Have and Skills You Bring<ul><li>Ability to think strategically, challenge assumptions and provide thought leadership</li><li>Outstanding analytical skills. Ability to break down sophisticated questions and supporting data into well-structured analyses</li><li>Ability to manage sophisticated projects across teams, and exercise influence and autonomy along with shifting priorities and timelines.</li><li>Ability to think and work across Fidelity </li><li>Act as connection point to other analytical teams within WI and other BUs, form positive relationships to lead and influence cross-functional teams</li><li>Ability to coach and guide analysts across WI and other BUs</li><li>Experience in interacting with leaders at all levels of the organization and craft executive level presentations to tell the data story</li><li>Proficiency in verbal / written communication and comfort with presentation tools, including the Microsoft Office suite and ThinkCell, Tableau or PowerBI</li><li>Bachelor’s degree required; MBA preferred</li><li>Prior experience working in a role requiring working across functions and business units (desired)</li><li>Expert at synthesizing data / trends in order to develop key insights / storylines that help to effectively connect with leaders with working experience in SQL</li><li>Working experience in Digital Marketing Analytics and Adobe Analytics or equivalent platform like Google Analytics</li><li>Understanding of Account Based Marketing (ABM), Paid Media tactics, and omni-channel experiences, a plus</li><li>Should be highly organized, curious, self-motivated with strong leadership skills and ability to prioritize multiple tasks simultaneously.</li><li>Agility in adapting to new and changing business areas and taking initiative to drive projects forward in a sophisticated, cross-functional working environment</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsFidelity’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.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.

Director, Data Analytics and Insights

<h3>Job Description:</h3>Senior Manager, Data Analytics &amp; InsightsAs a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep data expertise to support internal analytic initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. The Expertise We’re Looking For <ul><li>Bachelors or equivalent with 5+ years of experience.</li><li>In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, and campaign measurement.</li><li>Experience working with data environments and strong knowledge in querying language and/or querying applications (SQL, Alteryx, Python) to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with PowerBI, Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li></ul>The Purpose of Your RoleYou will serve as Senior Manager for analytics &amp; insights work reporting on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform enabled and capability-led Digital Future to benefit our clients &amp; participants.You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our channels (web, mobile, phones, etc.)The Skills You Bring<ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and technological techniques.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have a working knowledge of analytic technologies (e.g. Alteryx, Altair, SAS, SQL, R, Python, Tableau, PowerBI, Adobe Analytics, Snowflake, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have the ability to think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul>The Value You Deliver<ul><li>Developing and delivering analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul>How Your Work Impacts the OrganizationWorkplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsFidelity’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.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.

Senior Manager, Data Analytics & Insights

<h3>Job Description:</h3>Director, Investment ProductThe Director, Investment Product will be responsible for product development, management, strategy, and advocacy of Fidelity’s fixed income strategies. You will partner with the investment teams to understand and articulate product design, investment approaches and positioning across a range of strategies. You will contribute to ongoing product strategy for assigned products. Additionally, you will help to drive innovation and new product development to ensure that the product line continues to meet evolving customer needs.<ul><li>Presenting product design, investment philosophy, process, resources, and results to internal and external clients.</li><li>Creating and enhancing investment content for product positioning in collaboration with investment teams and marketing.</li><li>Researching product development opportunities and developing business cases to support new product initiatives.</li><li>Identifying opportunities to reposition or enhance existing products to improve longer-term marketability.</li><li>Contributing to the long-term strategic product plan to capitalize on emerging market trends and themes in collaboration with the broader fixed income product team.</li><li>Demonstrating leadership to propose and drive various cross-team projects</li></ul> The Expertise and Skills You Bring <ul><li>7+ years of experience working in the financial services industry. Current team members have a range of investment-focused product, consulting, fund research, or client-facing backgrounds.</li><li>Knowledge of and interest in investments, specifically fixed income strategies.</li><li>Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.</li><li>Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.</li><li>Series 7 &amp; 63 licenses (can be obtained while in role).</li><li>Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.</li><li>Proven experience with the development and product management for mutual funds, ETFs, Indexes, separately managed accounts, and institutional vehicles.</li><li>Highly effective communicator with excellent writing, presentation, and interpersonal skills.</li><li>Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.</li><li>Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment.</li></ul>The TeamThe Investment Product Group plays a key role in the company, partnering closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product ManagementFidelity’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.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.

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