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<h3>Job Description:</h3>The Workplace Education Manager role focuses on consultation and execution to support our Workplace plan sponsor education needs, centered on the delivery of in person and virtual meetings. The Education Manager partners directly with plan sponsors, Fidelity relationship management teams, and presenters, to deliver detailed execution (coordination of educational meetings and campaigns), drive plan and participant satisfaction and facilitate positive outcomes.<h3>The Team</h3>This role supports the WI Educational Offerings in an effort to build, cultivate, and further develop lifetime relationships with our plan sponsors and participants. The educational strategies we support, bridge workplace investing and personal investing to deliver a comprehensive experience addressing the broader spectrum of savings, investing, and retirement needs.<h3>Role Responsibilities</h3><ul><li>Responds to client requests for investment education and provides additional consultation on client needs.</li><li>Uses consultative techniques to engage and partner with clients regarding more customized educational treatments across multiple delivery channels.</li><li>Proposes alternative solutions to balance client needs and objectives with internal business strategies</li><li>Drives client satisfaction through effective execution of client educational requests, responsible for all supporting logistics, while uncovering additional valuable services</li><li>Leads promotional aspects and supporting presentation materials across all events to drive participant engagement goals while handling budgetary considerations</li><li>Identifies process improvement opportunities within the operational execution of workplace education strategy and works with appropriate business partners to implement changes</li><li>Participates in additional department initiatives as needed</li></ul><h3>The Expertise You Have</h3><ul><li>BA/BS required</li><li>Experience in employee benefits communication and/or financial services preferred</li><li>3-5 years financial services</li></ul><h3>The Skills You Bring</h3><ul><li>You would possess strong customer service and interpersonal skills supported by specific working experience, which is needed given the relationships we have with our clients and internal partners.</li><li>You would have sound project management and problem resolution skills, with ability to complete and implement projects to completion.</li><li>A strong sense of personal responsibility for the quality of work, including accuracy,reliability, and completeness, along with consistent responsiveness is a foundational requirement as it supports the brand of the team.</li><li>Your ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently is a key contributing factor to your success.</li><li>Ultimately you must be a contributing teammate who thrives in a team based environment.</li></ul><h3>The Value You Deliver</h3>Your support with the delivery of our workplace education offering is directly tied to our Workplace participant’s retirement readiness, as they become more engaged with Fidelity. Every interaction you have can deepen our existing client relationships, driving further client satisfaction. The effectiveness of your interactions, consultation, and management of event logistics is directly tied to the ability of our workplace presenters to deliver engaging presentations to produce positive outcomes.Note: Fidelity will not provide 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.

Fidelity Investments

Workplace Education Manager

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this roleBring your passion for crafting outstanding customer experiences, using data to drive decisions, and collaborating across Fidelity Wealth, Brokerage, and Workplace Investing businesses. As a member of the Business Enablement chapter embedded in a Lifetime Engagement delivery squad, the Business Analyst will collaborate across Retail and Workplace businesses to help test, define, and deliver engaging experiences. Join a dedicated, high-energy team who is defining the future of how Fidelity becomes our customers’ primary financial partner! The Expertise and Skills You Bring <ul><li>Bachelor’s degree with 5+ years of digital product development experience, ideally in financial services. </li><li>Familiarity with business analysis methodologies, including data analysis, use case development, story writing, business acceptance testing and product documentation. </li><li>Making decisions with data: experience framing critical business questions that can be answered by using data insights. Use those insights to prioritize opportunities and achieve business results. </li><li>Ability to actively participate in technical discussions with developers, help make technical trade-off decisions, and set criteria for minimum viable product (MVP).</li></ul><ul><li>Participating in business acceptance testing to ensure that the solutions meet the defined requirements. Collaborate with developers to address any issues before deployment. </li><li>Support squad in releasing new products to market, including scaled delivery techniques, A/B testing and preparing builds for post launch measurement and analysis. </li><li>Analyzing customer data and feedback to gauge the effectiveness of solutions and identify areas for improvement as part of continuous feedback loop. Familiarity with snowflake and/or Adobe Analytics a plus. </li><li>Experience collaborating with legal, risk and compliance partners to gain approvals for commercial release of products and experiences.</li><li>Communicating with impact and clarity, both in your written, graphical, and verbal delivery. </li><li>Excelling in a fast-paced, customer-centric environment with a 'getting it done,' mindset. </li><li>Building positive relationships with partners and having the ability to influence and inspire colleagues across the organization without formal authority. </li><li>Practicing Agile in squad-based setting including experience with Agile routines, such as daily scrum, retros, and backlog management tools, such as Jira. </li><li>Applying your proficiency with Microsoft Word, Excel and PowerPoint, Tridion/SDL and eReview to advance the squad’s work.</li></ul>The TeamThe Lifetime Engagement Delivery squads partner with key stakeholders across Fidelity to define the strategy, tactics and technology required to deliver best-in-class customer experiences. The squads are passionate about becoming our customers’ primary financial partner by delivering integrated experiences, content and solutions that are personalized and relevant in the context of their financial lives. You’ll work across both digital and live distribution channels and workplace and retail businesses to deliver on this focus. Additionally, as a member of the Business Enablement chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost 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.

Business Analyst, Lifetime Engagement

<h3>Job Description:</h3>IT Audit Senior Manager – Global Financial Controls Center of ExcellenceThe Role:Are you ready to make an impact? If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC IT Senior Manager is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated complex audits and advisory reviews over select strategic initiatives. Specifically, this role will be key in supporting modernization initiatives, including emerging technologies and system implementations, launch of new products and services to ensure a strong controls environment. This role will report to the Head of the Global Financial Controls CoE.The Expertise and Skills You BringPlay an integral role as part of GFC’s senior leadership team and through your advanced understanding of IT governance frameworks, Internal Controls over Financial Reporting, and Accounting concepts/standards. Lead and coach associates, including other people managers, to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Information Technology, Accounting, Finance)</li><li>10+ years of experience leading and executing IT audits, IT SOX (ITGC, ITACs, &amp; IPEs) and consulting engagements leveraging relevant IT governance frameworks (e.g., COBIT, NIST CSF, ISO 27001/2)</li><li>Professional certification CISA or CISSP highly desired. Other relevant certifications CPA, CA, or CIA</li><li>Proven ability to design, assess, and implement financial controls during large-scale ERP or financial system rollouts</li><li>Skilled in identifying implementation-related risks (e.g., data migration, system configuration, user access)</li><li>Experience developing risk mitigation strategies and embedding controls into project plans</li><li>Experience with automation, control digitization, and leveraging analytics to monitor control effectiveness</li><li>Experience leveraging AI/ML for continuous control monitoring, anomaly detection, and fraud prevention</li><li>Strong interest in upskilling and coaching non-IT auditors to effectively assess ITACs and IPEs</li><li>Familiarity with financial statement audits, ICFR, and collaborating with financial auditors on integrated audits</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Familiarity and proven track record of driving change within complex / matrixed corporate environments</li><li>Exceptional leadership and master relationship builder with proven influencing and people management skills</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li><li>Financial services industry experience desirable</li></ul>The TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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 all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>. The base salary range for this position is $107,000-216,000 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>Audit

Senior Manager, Global Financial Controls CoE

<h3>Job Description:</h3><h3>The Role</h3>As the Stock Plan Services (SPS) Product Manager, also known as the Squad Leader, you blend Stock Plan expertise with a passion for delivering results. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, define the resource requirements, set the mission, and bring the squad together to execute on specific results and ensure respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the 'what' and 'when' of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role. You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture.You possess a customer-first mindset, an ability to develop data pipelines that can be used to track, analyze, and improve our digital products and develop insights that will define the product vision from inception to launch. This is a customer-centric role, working to translate the needs of users into digital business opportunities.This role will focus on:<ul><li>Setting the vision and strategy that will enhance the product capability and customer experience for our global stock plan participants</li><li>Driving strategic alignment across Stock Plan participant digital and services teams and partners in wealth and brokerage</li><li>Analyzing customer data from various digital touchpoints to create actionable insights and solutions</li><li>Defining, refining, and communicating your team's mission and multi-year roadmap to squad members and business partners to empower and rally support</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</li><li>Inspecting and evaluating progress, and removing impediments for your squad</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li></ul>The Expertise and Skills You Bring<ul><li>8-10+ years of related product management experience, systems development, product development, and/or project/product management</li><li>Financial services/stock plan services experience preferred</li><li>Bachelor’s degree preferred</li><li>Agile experience preferred</li><li>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to enhance value delivered</li><li>Strong analytical skills with experience defining metrics for your product areas, running A/B tests at scale and dissecting test performance to inform product decisions and roadmap</li><li>You have a continuous improvement approach and possess excellent analytical, organizational, and communication skills</li><li>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</li><li>Experience inspiring and mobilizing all levels of the organization with your product vision, data-centric thinking, and customer/developer passion</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You are intellectually curious and model a culture of learning and coaching</li></ul>The TeamStock Plan Services provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.Note: Fidelity is not providing immigration sponsorship for this position.The base salary range for this position is $110,000-222,000 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>Product Management

Product Manager, Stock Plan Employee Digital

<h3>Job Description:</h3>Fidelity Medicare Services is rapidly scaling, and we’re seeking a dynamic leader to help shape the future of our Medicare Advice &amp; Planning team. As Director, you’ll lead a high-performing group of licensed Medicare Advisors, driving sales growth while fostering a culture of inclusion, collaboration, and continuous learning.What You’ll Bring<ul><li>Proven success in building diverse, high-performing teams with a growth mindset</li><li>5–7 years of sales leadership experience, ideally in a call center environment</li><li>Deep knowledge of Medicare, compliance, and quality assurance</li><li>Strong cross-functional collaboration skills</li><li>Health insurance license (or willingness to obtain)</li><li>Bachelor’s degree or equivalent experience</li></ul>Your Impact<ul><li>Inspire and develop a team of remote and hybrid associates to deliver exceptional customer experiences</li><li>Champion a culture of curiosity, coaching, and continuous improvement</li><li>Collaborate across Fidelity to advance business goals and elevate our brand</li><li>Ensure operational excellence and regulatory compliance</li></ul>The TeamYou’ll be part of a fast-growing, customer-obsessed organization focused on helping people make confident Medicare decisions. We value positive energy, inclusivity, and a shared commitment to innovation and service.The base salary range for this position is $90,000 - $150,000 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.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.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><h3>Category:</h3>Sales Support

Director, Medicare Sales and Service

<h3>Job Description:</h3>The Role As an Alternatives Private Credit Product/Squad Lead, you will blend private credit expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private credit to ensure you bring the latest thinking to your role. You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. <ul><li>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </li></ul><ul><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </li></ul><ul><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </li></ul><ul><li>Inspecting and evaluating progress, and removing impediments for your squad </li></ul><ul><li>Defining, presenting, and evaluating results against agreed acceptance criteria </li></ul><ul><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </li></ul>The Expertise and Skills You Bring <ul><li>6+ years’ experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian. </li></ul><ul><li>Bachelor’s Degree or equivalent experience. </li></ul><ul><li>Advanced knowledge of broad and deep operations of private credit products including bank loans, direct lending and collateralized loans obligations (CLOs) as well as fund structures associated with this segment. </li></ul><ul><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </li></ul><ul><li>CAIA and /or CFA is a plus. </li></ul><ul><li>Agile and Jira experience preferred</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Team The Director, Alternatives Private Credit Squad Lead will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. #FFIOALTS#FidelityAltsThe base salary range for this position is $110,000-222,000 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>Product Management

Product Lead, Alternatives Private Credit

<h3>Job Description:</h3>The Role As an Alternatives Private Equity/ Real Assets Product/Squad Lead, you will blend private equity/ real assets expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private equity/ real assets to ensure you bring the latest thinking to your role. You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. <ul><li>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </li></ul><ul><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </li></ul><ul><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </li></ul><ul><li>Inspecting and evaluating progress, and removing impediments for your squad </li></ul><ul><li>Defining, presenting, and evaluating results against agreed acceptance criteria </li></ul><ul><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </li></ul>The Expertise and Skills You Bring <ul><li>6+ years’ experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian. </li></ul><ul><li>Bachelor’s Degree or equivalent experience. </li></ul><ul><li>Advanced knowledge of broad and deep operations of private equity/ real assets products including privately held equity holdings, real estate and infrastructure holdings as well as private markets fund of funds holdings as well as fund structures associated with these segments. </li></ul><ul><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </li></ul><ul><li>CAIA and /or CFA is a plus. </li></ul><ul><li>Agile and Jira experience preferred</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Team The Director, Alternatives Private Equity/ Real Assets Product/Squad Lead will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. #FFIOALTS#FidelityAltsThe base salary range for this position is $110,000-222,000 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>Product Management

Product Lead, Alternatives Private Equity and Real Assets

<h3>Job Description:</h3>Note: Fidelity will not provide immigration sponsorship for this position.Are you passionate about using your analytical skills to derive insights and drivebusiness strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) into one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience?If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.The TeamWe’re seeking an analytics professional who brings creativity, curiosity, and collaboration to the table, someone eager to lead data-driven initiatives grounded in strong hypotheses and business relevance. This role requires more than reporting outcomes; we’re looking for a thinker who relentlessly pursues the why behind the data to uncover root causes and drive meaningful impact. As part of CKSI (Customer Knowledge &amp; Strategic Insights), you’ll collaborate with agile, cross-functional teams across both product domains and core business operations. This role offers broad exposure to a range of business leaders and initiatives, giving you the opportunity to connect insights across different parts of the organization to drive meaningful impact. This is an individual contributor role.The Skills You Bring<ul><li>Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.</li><li>Skilled at diagnosing trends, anomalies, and performance shifts by identifying root causes and translating findings into clear, actionable business recommendations.</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.</li><li>Delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.</li><li>Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li><li>Highly detail-oriented with a strong commitment to data accuracy, quality assurance, and timely delivery of insights.</li></ul>The Expertise We’re Looking For<ul><li>5+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.</li><li>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik etc.</li><li>Experience using and querying big data technologies such as Snowflake, Athena, etc.</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul>The Value You Deliver<ul><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li><li>Delivering data-driven and actionable insights to enable objective, informed business, and product decisions</li></ul>The base salary range for this position is $107,000-216,000 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>Data Analytics and Insights

Senior Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3>If you are dynamic, able to drive transformation, and thrive on managing key relationships, this Vice President, Head of ET Vendor Management role may be just what you are looking for!The Vice President Head of ET Vendor Management will work with all levels of management to stand up and manage a Vendor Management function and team within Enterprise Technology.The ability to build effective working relationships with business leaders to champion support of the ET Vendor Management program and related initiatives, and strong change management skills are key elements to success in the position.The role:<ul><li>Lead a team responsible for overseeing key technology vendors across infrastructure, software, cloud, data, cybersecurity, AI, and managed services – ensuring we have the right level vendor oversight, management practices and consistent governance.</li><li>Develop and execute vendor strategies that align with Fidelity’s enterprise technology roadmap, ensuring optimal performance, cost efficiency, and innovation.</li><li>Collaborate with senior technology leaders across ET and business units to understand evolving needs and ensure vendor capabilities are aligned.</li><li>Drive vendor governance and performance management, including scorecards, SLAs, risk assessments, and continuous improvement initiatives in alignment with the Enterprise Vendor Management practices and requirement.</li><li>In partnership with Procurement and Legal, negotiate complex contracts and renewals in ensuring favorable terms and compliance with Fidelity Standards.</li><li>Champion technology excellence by staying current on emerging trends, evaluating vendor capabilities, and advising on build vs. buy decisions.</li><li>Foster a culture of accountability, transparency, and collaboration within vendor management team and across the broader technology organization.</li></ul>The Expertise and skills you bring:<ul><li>Strong technical background with the ability to understand and evaluate infrastructure, cloud, software, and emerging technologies.</li><li>15+ years experience in technology vendor management, strategic sourcing, or IT relationship management, preferably in large enterprise.</li><li>Proven leadership experience managing high-performing teams and influencing senior stakeholders.</li><li>Deep understanding of vendor lifecycle management, contract negotiation, and performance governance.</li><li>Excellent communication, negotiation, and analytical skills.</li><li>Experience working in a highly regulated environment (e.g., financial services) is a plus.</li><li>Bachelor’s degree in Computer Science, Engineering, Business, or related field; MBA or equivalent preferred.</li><li>Demonstrated ability as effective people manager, innovator and change agent.</li><li>Ensure vendor compliance with Fidelity policies, procedures, and standards. Oversee, measure, and report vendor performance relative to contracted expectations, including matrixed responsibilities for supplier management activities in Risk Management, Supply Management, and Legal</li><li>· Lead assessment of vendor risk and monitor vendor financial viability, resiliency, and management stability.</li><li>· Drive continuous improvement with all key suppliers through effective project lifecycle management and business process engineering efforts.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team:The mission of our ET Vendor Management organization is to drive performance, efficiency, and value from the most strategic supplier relationships within the Enterprise Technology businesses we support. We are seeking a dynamic individual with strong program management skills to contribute to business profitability through supplier related financial improvements, proactively identifying and mitigating vendor risk, and driving flawless vendor execution, efficiency, and value. The base salary range for this position is $130,000-264,000 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>Product Management

Vice President, Head of ET Vendor Management

<h3>Job Description:</h3>Compliance AnalystThe RoleThe Testing &amp; Reporting Compliance Associate is responsible for completion of Plan Year End Summary (PYES/annual reporting) and Form 5500 work. The position also provides incoming phone support to plan sponsors and auditors via the Testing and Reporting Services Helpline:<ul><li>Preparation of Form 5500 files and/or year-end report processing</li><li>Provide support to other staff members for more advanced and special tier PYES and Form 5500 work</li><li>Respond to basic technical and data related questions from business partners</li><li>Research and reconcile processing errors/issues related to production work</li><li>Provide incoming phone support via Helpline as required</li></ul>The Expertise and Skills You Bring <ul><li>College degree preferred</li><li>3+ years of experience working with Defined Contribution plans</li><li>Defined Contribution plan reporting and/or Form 5500 experience preferred</li><li>Understanding of basic define contribution plan rules – vesting, eligibility, withdrawals</li><li>Basic math and/or accounting skills</li><li>Strong computer/database/recordkeeping skills - specifically Excel</li><li>Demonstrated problem solving skills</li><li>Ability to work effectively with clients and peers</li><li>Basic verbal and written communication skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Testing &amp; Reporting Compliance Analyst works as part of a team to deliver a timely and accurate Plan Year End Summary to our clients to help them meet the regulatory requirements of having a qualified retirement plan. In Testing &amp; Reporting Services, we strive to continuously evolve our processes, systems, and training, to increase quality, drive efficiency, and provide a better experience for our Clients and Associates.<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost 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.

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