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<h3>Job Description:</h3><h3>Health &amp; Welfare – Health Care Program Manager</h3>The Health &amp; Welfare Health Care Program Manager will utilize their project and program management, consulting, analysis, and domain skills to provide the best outcomes for our client, their participants, and Fidelity.The Expertise We’re Looking For<ul><li>Bachelor’s degree or equivalent years of industry experience</li><li>5-8 years of Health and Welfare benefits service experience</li><li>5+ years of professional experience (and demonstrated competence, depth, and breadth)</li><li>Prior H&amp;W client implementation and\or platform migration experience</li><li>Prior program management experience</li><li>Experience in Agile preferred, but not required</li><li>Proficient with Microsoft Office applications</li></ul>The Purpose of Your RoleThe Health &amp; Welfare Health Care Program Management is a key member of the Health &amp; Welfare (HW) Implementations and Platform Migrations team that services Fidelity clients. The role provides for the ability to work in a growing Health &amp; Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health &amp; Welfare benefits administration landscape. The Skills You Bring<ul><li>Ability to independently manage one’s own workload</li><li>Regulatory and legislative knowledge in aligned service area</li><li>Understanding of benefits administration systems</li><li>Demonstrates excellent communication skills (written and verbal)</li><li>Ability to conduct detailed analysis and document findings</li><li>Procedure execution and process improvement</li><li>Quality-first mindset</li></ul>The Value You Deliver<ul><li>Develop project plan to facilitate migration from one administrative platform to another</li><li>Adhere to project and program management standards</li><li>Supporting all project roles</li><li>Interface and integrate with Product Roadmap liaisons to promote system and tool updates</li><li>Ability to leverage online workflow tracking tools, including Monday.com and JIRA is a plus</li><li>Design and implement project strategy including risk tracking, status tracking, milestones and deliverables</li><li>Partnering with the Director Client Consultant and all other work-stream leads to meet project deliverables</li></ul>How Your Work Impacts the Organization Fidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health &amp; Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals. <h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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

Director, Health Care Program Management

<h3>Job Description:</h3><h3>Compliance Director, Cash Management and Payments</h3><h3>The Role</h3><h3>The Compliance Director position is a role within the Wealth and Brokerage (W&amp;B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to the Fidelity Brokerage Services (FBS) broker-dealer. This role may support a diverse variety of products and service initiatives; however, it will largely be focused on payment capabilities and cash management features.</h3><h3>The Expertise and Skills You Bring</h3><ul><li><h3>Prior experience with payment capabilities and cash management features, such as debit cards and credit cards and the related regulations is strictly required.</h3></li><li>Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings.</li><li>Familiar with and developed a payment/debit card program with a focus on policies and procedures.</li><li>Experience in a distributed model with multiple vendors and corporate legal entities involved in the end-to-end payments process and BIN sponsorship agreements.</li><li>BA/BS degree required, JD, MBA, or advanced business degree a plus.</li><li>10+ years of financial services experience.</li><li>5 years in a compliance, risk, or legal role in financial services with an understanding of multiple regulatory rules and requirements (e.g. FINRA, MSRB, SEC, FRB, banking regulations, and state securities laws, etc.).</li><li>Strong ability to work and thrive in a fast-paced matrixed framework.</li><li>Strong self-starter, collaborator, relationship builder, and strategic problem solver.</li><li>Sophisticated ability to understand, research and analyze complex financial, legal, operational, and regulatory requirements.</li><li>Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.</li><li>Sophisticated presentation skills and an effective communicator; you are skilled at interactions with employees at all levels.</li><li>Strong writing skills, with an ability to make complex topics understandable.</li><li>Influence key decision makers through a combination of knowledge, reasoning, and relationships.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position <h3>The Team</h3>The W&amp;B Compliance team provides compliance support to teams supporting a wide array of investors with services including wealth management, retirement planning, active trading and brokerage services, cash management, college savings, and financial planning and engagement programs. As a key member of the team, you will provide consultation and advice on broker-dealer products and services offerings to help the business achieve regulatory compliance. While the areas of product and service support may vary and evolve over time, this specific role will largely be focused on supporting the firm’s payment capabilities and cash management features. You will design and develop compliance solutions and controls and document policies and procedures to mitigate risk to the broker-dealer.The base salary range for this position is $103,000-211,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Compliance Director, Cash Management and Payments

<h3>Job Description:</h3>SENIOR MANAGER, ENTERPRISE TECHNOLOGY HR DATA ANALYTICS AND OPERATIONSThe RoleBe a part of the Enterprise Technology Human Resources team! Our team is responsible for driving and delivering technology and function-wide HR and talent strategies for Fidelity Technology organization.The Senior Manager, HR Data Analytics &amp; Operations supports HR Operations for Enterprise Technology through both ad-hoc and programmatic initiatives. Responsibilities include managing operational transactions, reports, and requests that enable HR oversight. Acting as a subject matter expert in human capital data across Fidelity’s Technology organizations, the Senior Manager delivers targeted research and analytics to inform decision-making across ET, the CIO Council, and the broader technology function. The position requires strong business communication skills to collaborate with senior leaders, sponsors, peers, and suppliers, translating insights into key findings for moderately complex business challenges. Additionally, the Senior Manager leads multiple projects, conducts analysis, and delivers metrics and reporting to uncover trends and support requests from ET business units and the wider Technology organization.The Expertise and Skills You Bring<ul><li>Bachelor's degree or equivalent with 5+ years of relevant experience</li><li>Advanced PC skills and Microsoft Office expertise required, particularly with Excel</li><li>Experience delivering complex human capital data analytics</li><li>Excellent written and verbal communication skills; including proactive inquiry management and follow-through</li><li>Experience with delivering data analysis and reporting required; skills in data integration (i.e. Alteryx), visualization and dashboard development (e.g., Tableau, Power BI) preferred</li><li>Experience with R and Python for data analysis and integration, with a foundational understanding of APIs</li><li>Strong organizational skills, attention to detail and quality, and a high degree of comfort with detailed processes and data while working in sometimes ambiguous situations</li><li>Responsible for understanding and managing data requirements from multiple sources to support and conduct complex data analysis; understands underlying reasons for data requests; recommends a reporting or analytic solution and presents summary data to executives, HR and technology partners</li><li>Ability to manage and prioritize multiple concurrent objectives or activities while meeting deadlines</li><li>Collaborative, self-motivated and proactive team player, who possesses tact &amp; discretion with delivering analysis findings</li><li>Curious and confident learner who asks questions and looks for innovative solutions and opportunities to gain efficiencies</li><li>Establish and maintain positive, trusting working relationships with Human Resources members of the Enterprise Technology and the wider Technology organizations, and other internal or external partners</li><li>Partner with HR and Technology business partners to understand and develop recommendations for the HR Business Partner community on how to leverage human capital data to consult/influence on decisions with senior HR teams.</li><li>Utilize Tableau, Power BI and other data visualization tools to deliver metrics and reporting to Fidelity Technology organizations to enable data driven decision making</li><li>Working within a fast-paced environment where flexibility and quick approach pivots may be required</li><li>Supports the HR planning process, understands business needs and identifies and drives new projects/plans that have significant business impact</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe group you will work in is the Enterprise Technology Human Resources Operations and Reporting team supporting the Enterprise Technology and the wider Fidelity Technology organizations. This role is an important part of the team delivering high impact HR data analytics and operations support including employee movement, pay review cycles, associate experience, and other initiatives. You will partner with business partners &amp; business leaders across several business units and functions such as Enterprise HR, Finance and Data Analytics. You will have the opportunity to broaden your HR skill set to build a solid foundation, develop a network and a career at Fidelity.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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 and Operations

<h3>Job Description:</h3>The TeamAsset Management Compliance ('AMC') works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the industry. In support of the FMR and Strategic Advisers Sub-Adviser compliance programs, the AMC Sub-Adviser Oversight Team performs initial due diligence on prospective sub-adviser candidates and ongoing oversight of Board approved sub-advisers. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include periodic certifications, onsite visits (some travel required), annual contract renewal and brokerage reporting, Steering Committee reporting and Chief Compliance Officer ('CCO')/Board reporting. The Expertise and Skills You Bring<ul><li>Bachelor’s degree</li><li>5-10 years of compliance, risk, and/or regulatory experience in the financial services industry</li><li>Knowledge of the federal securities laws, including the Investment Advisers Act of 1940 and the Investment Company Act of 1940</li><li>Effective verbal and written communication skills</li><li>Familiarity with Fidelity’s Asset Management business</li><li>Strong organizational skills and attention to detail, with a proven ability to succeed in a fast-paced environment </li><li>Strong analytical and problem-solving skills</li><li>Driven to evaluate opportunities for process improvements through technology and other creative solutions</li></ul>The Value You Deliver <ul><li>Coordinate the sub-adviser oversight program, including quarterly certifications and board reporting deliverables </li><li>Perform sub-adviser oversight on behalf of the CCO, Boards of Trustees, and Fund shareholders</li><li>Maintain best in class sub-adviser oversight program through continuous assessment of regulatory changes and process improvement opportunities</li><li>Fostering strong partnerships with key business partners to support expansion of solutions-based products and fund offerings</li></ul>The base salary range for this position is $85,000-171,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Senior Manager, Compliance Advisor

<h3>Job Description:</h3>Fidelity’s Healthcare Group has launched a new Medicare business that will provide our customers with tools and advice to help them select and purchase quality Medicare coverage. As an early member of this new and innovative team, you will have the opportunity to help build and grow a business that could impact millions of Americans!Our Medicare Specialists are licensed health insurance professionals who have a passion for helping people navigate sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond.You will help our customers navigate the complexity of Medicare and drive new revenue to the firm through the sale of commissionable Medicare insurance plans from reputable partner insurance carriers. You will have exciting engagements with customers daily and be a key contributor to our business success by uncovering our customer needs and recommending appropriate solutions.The Expertise and Skills You Bring<ul><li>A college degree is preferred but not required</li><li>An active Health Insurance License is preferred but not required</li><li>The ideal candidate will have Medicare sales experience, either as a broker or carrier representative</li><li>If you’re not already AHIP certified, we'll support you while you complete the AHIP Medicare training and work to acquire appointments with our carriers during your first month of employment</li><li>Strong interpersonal skills and a passion for helping people seek sophisticated problems</li><li>Interest in sales and a real desire to help people find solutions that are right for them</li><li>Quick learner with an openness to training and feedback</li><li>Bold and enjoy collaborating with people from different subject areas</li><li>Clear communicator with strong presentation skills</li></ul>The Value You Deliver<ul><li>Taking phone appointments with our clients and helping them find Medicare coverage that fits their health and financial needs</li><li>Answering questions from clients and confirming their eligibility for Medicare</li><li>Explaining the benefits and features of various Medicare Advantage, Medigap and Prescription Drug Plans</li><li>Delivering compliant sales presentations that abide with CMS and other applicable regulations</li><li>Enrolling clients in products that are appropriate for their personal situation</li><li>Providing feedback on our new Medicare training curriculum to improve future materials for future hires</li><li>Partnering with our team to build and grow a new Fidelity business that could impact millions of Americans!</li></ul>The base salary range for this position is $58,000-$132,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Sales

Medicare Advisor

<h3>Job Description:</h3>Onboarding and Implementation Manager Note: Fidelity is not providing immigration sponsorship for this positionThe Role Fidelity Private Shares is seeking an energetic, analytical individual to join our client services team as an Onboarding and Implementation Manager. In this role, you will be the first touchpoint for our customers after they’ve signed on. Your job is to bring their onboarding journey to life—making it simple, engaging, and impactful. You’ll play a huge role in shaping their first impression of FPS and setting the client up for long-term success. You will also work cross-functionally with Sales, Product, and Development teams to identify opportunities to optimize the onboarding process. Primary responsibilities include: <ul><li>End-to-end implementation – Manage and execute new client implementations of Fidelity Private Shares from start to finish, reviewing and organizing their legacy equity management data for import into the FPS platform. </li></ul><ul><li>Simplify Complexity – Explain technical concepts clearly to users with varying levels of experience </li></ul><ul><li>Improve Customer Satisfaction – Contribute to an exceptional experience by resolving onboarding challenges and helping users hit the ground running. </li></ul><ul><li>Handle Escalations – Confidently manage and de-escalate onboarding issues when needed, always aiming for a positive outcome. </li></ul><ul><li>Meet Key Metrics – Achieve KPIs focused on time to onboard, CSAT, efficiency, and customer activation milestones. </li></ul><ul><li>Collaborate across teams – Identify ways to optimize the onboarding process, remove friction points and shorten the time that our clients spend in onboarding. </li></ul>The Expertise and Skills You Bring <ul><li>3-5 years of experience owning end-to-end implementations for a B2B SaaS product. </li></ul><ul><li>Familiarity with the subject matter or the functionality of equity management platforms is preferred. </li></ul><ul><li>Strong Excel skills are essential. </li></ul><ul><li>Excellent verbal and written communication skills and comfort with client communication is essential. </li></ul><ul><li>Builder mindset. Ability to think critically about existing processes and propose opportunities for improvement. </li></ul>The Team Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers. The base salary range for this position is $79,000-153,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Onboarding and Implementation Manager

<h3>Job Description:</h3>Client Service ManagerNote: Fidelity is not providing immigration sponsorship for this positionThe RoleFidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. In this role, you will deliver exceptional assistance to our customers with the highest level of quality in both product knowledge and communication skills. The primary responsibility of this role is supporting users of the Fidelity Private Shares (FPS) platform—through inbound support tickets, our self-help library, and other educational materials. Primary responsibilities include:<ul><li>Engage with customers to resolve issues that come through as support tickets to our team</li><li>Partner with Customer Success, Sales, Product and Engineering to diagnose and solve problems</li><li>Craft well written, tailored communications to help customers resolve their issues</li><li>Serve as a trusted advisor with an open, caring and approachable style of working</li><li>Manage multiple competing priorities to achieve results for every customer</li><li>Collaborate with cross-functional teams to identify and implement product and process improvements that enhance the client experience.</li><li>Meet Key Metrics – Achieve KPIs focused on time to respond, number of touches, CSAT, etc.</li></ul>The Expertise and Skills You Bring<ul><li>Candidates should have 3-5 years of experience supporting customers in a B2B SaaS company. No legal or technical experience is required, although familiarity with the subject matter or equity management platforms is preferred.</li><li>Excellent verbal and written communication skills and comfort with client communication is essential</li><li>Passionate about creative problem solving for customers and end users</li><li>Self-motivated, eager to learn and thrive in a collaborative environment</li><li>Customer obsessed and passionate about providing the best support to customers who are scaling their businesses </li><li>Familiarity with Zendesk, Hubspot Service Hub or a similar ticket tracking product.</li></ul>The TeamFidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers.The base salary range for this position is $66,000-125,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Client Service Manager

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Charitable Outreach Specialist/NPO Outreach Specialist to work in Westlake, TX or Salt Lake City, UT. The Role The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li> </ul> <ul> <li>Strong and effective verbal and written communication skills </li> </ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li> </ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li> </ul> <ul> <li>Demonstrates strong problem-solving skills </li> </ul> <ul> <li>Ability to work under pressure and within tight deadlines </li> </ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li> </ul> <ul> <li>Technical proficiency </li> </ul> <ul> <li>Ability to meet overtime commitments </li> </ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li> </ul> <ul> <li>Proficiency with Microsoft Office applications required </li> </ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li> </ul> The Team The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. Company Overview Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission togrow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Fidelity TalentSource

Charitable Outreach Specialist/NPO Outreach Specialist

<h3>Job Description:</h3><h3>The Role</h3>Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data. As a Data Conversion Manager, you’ll play a critical role in onboarding clients and ensuring seamless integration into our equity compensation platform. This role offers the opportunity to work in a collaborative, fast-paced environment where your contributions directly impact client success.The TeamThe Data Conversion Manager is part of the Stock Plan Services Implementation Team responsible for the conversion of client data as well as file feed integration onto the SPS platform. The team supports both new client implementations and ongoing changes (conversions, mergers, spinoffs, payroll conversions), working in a collaborative and innovative environment. The Data Conversion Manager manages projects in the emerging mid and large market segment related to file feeds, plan adds and new business projects.The Expertise and Skills You Bring<ul><li>1-3 years of project coordination and delivery experience</li><li>Client-facing experience</li><li>Equity compensation knowledge preferred</li><li>Experience with Mainframe and Systems Development Life Cycle</li><li>BS/BA Degree, Business Management or Computer Science preferred</li><li>Proven project management and process skills within data-centric projects</li><li>Confident presence in front of clients and key business partners</li><li>Strong data analysis capabilities</li><li>Proficiency in Microsoft Excel and related tools</li><li>Critical thinker with sound decision-making skills</li><li>Excellent relationship-building and communication skills</li><li>Advanced problem-solving skills with the ability to assimilate information quickly</li><li>Demonstrates adaptability in dynamic environments</li><li>Ability to work independently</li></ul>The Value You Deliver<ul><li>Manage the end-to-end data conversion process from requirements gathering to successful production load</li><li>Build strong partnerships with business partners, clients, and third-party vendors</li><li>Effectively balance multiple assignments and priorities</li><li>Communicate project status and technology issues to sponsors, stakeholders, and senior management</li><li>Collaborate with Workplace Investing management teams and business partners to share approaches, develop solutions, and improve capabilities</li></ul>Note: Fidelity is not providing immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Data Conversion Manager - Equity Compensation

<h3>Job Description:</h3>The RoleAs an FCCS Client Service Manager (CSM), you oversee the operations, service, and digital experience for your assigned Clearing correspondent broker-dealer clients. The CSM day to day role is primarily focused on project management, high level initiatives and escalations, and utilizing strategic partnerships across the NF platform. In partnership with the Relationship Manager, you represent an elite service team and the face of Fidelity dedicated to your correspondent client and their business.The TeamFidelity Institutional Client Experience Division (CE) provides superior customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. The CSM ensures a flawless and robust service experience for our clients by developing strong relationships to build lasting trust, loyalty, and satisfaction.The Expertise You Have<ul><li>5 -7+ years Brokerage Operations and/or Service experience</li><li>Client facing experience highly preferred</li><li>Project management experience preferred</li><li>Business analysis and consulting experience a plus</li><li>Relevant Bachelor’s degree preferred</li><li>Series 7 license preferred</li></ul>The Skills You Bring<ul><li>Exceptional interpersonal and client service skills</li><li>Success in developing strong professional relationships</li><li>Problem solving and consultative skills</li><li>Ability to manage execution of initiatives</li><li>Industry/brokerage knowledge</li></ul>The Value You Deliver<ul><li>Optimizing the client service experience by building strong relationships with key decision makers at your correspondent firm and their direct reports and seeing opportunities to drive high satisfaction, quality and efficiency for both your client and Fidelity.</li><li>Improving operational efficiency by educating and training your correspondent firms on using technological tools, sharing operational standard methodologies, and to assist clients in using Fidelity’s service model.</li><li>Serving as an advocate for your client correspondent firms by being the voice of your client to our service, processing, product, and our Risk, Legal and Compliance organizations.</li><li>Managing pivotal initiatives and projects leading to higher client satisfaction and operational efficiency and sharing operational metrics with your correspondent clients showing how they are performing on the platform.</li><li>Representing Fidelity as an operational consultant to your correspondent clients.</li></ul>NOTE: This job posting is for future, upcoming hiring.The base salary range for this position is $79,000-153,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Client Service

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