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<h3>Job Description:</h3>The RoleThe Senior Associate, Retirement &amp; Institutional Custody Product Management is a key member of the product team and will support the development and management of a holistic suite of retirement &amp; institutional custody services intended for intermediary Fidelity clients such as RIAs, BDs, independent record keepers, banks, trust companies &amp; family office firms. The associate will interface directly with clients, vendors and internal stakeholders in sales, relationship management, operations and service to oversee the daily requirements of product management as well as coordinate on net new initiatives. This role will help drive the next iteration of products and services we offer these firms in addition to ensuring the current products and platforms operate to product and client specifications.The Expertise and Skills You BringThis role will support product management and development across the suite of individual &amp; self-directed brokerage retirement products as well as institutional custody services that focus on recordkeepers. The ideal candidate should have strong knowledge of retirement products, the third party administrator model, wealth management services, operations, trust accounting, regulatory and compliance reporting.<ul><li>Bachelor’s degree (or its equivalent).</li><li>5+ years of experience with RIAs, Broker Dealers, independent record keepers, third party administrators, bank and trust company firms as brokerage clients</li><li>Experience with Defined Contribution and Defined Benefits retirement plans and the many operational nuances they bring to the plan, the record keeper and the advisor.</li><li>Trust Accounting experience is a Plus</li><li>Working knowledge and work experience with individual retirement accounts and self-directed brokerage accounts</li><li>Experience with brokerage technology and a basic understanding of vendor integrations, third party record keeping and trust accounting software and the complex nature of third-party integrations is required.</li><li>Experience with principal and income accounting, beneficiary disbursements, trustee and investment management fee calculations, administrative and investment reviews, bank regulatory reporting (RC-T, 13G, 13F), income tax returns for trusts.</li><li>Ability to collaborate with a variety of technology teams to establish clear client-ready outcomes that enable platform adoption.</li><li>Ability to collaborate with vendors to ensure client demands are met and projects are coordinated across all parties.</li><li>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment.</li><li>You are curious, driven, collaborative in nature and an excellent teammate.</li><li>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period.</li><li>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and internal stakeholders spanning Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience . Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence.<h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<h3>Category:</h3>Product ManagementMost 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

Senior Associate, Retirement & Institutional Custody Product Management

<h3>Job Description:</h3><h3>The Team</h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The Stock Plan Services Product and Platform Domain exists to focus and deliver world class equity plan administration capabilities of behalf of our Stock Plan Clients and digital experiences for their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul><h3>The Role</h3>As the Product Area Leader of Stock Plan Services Employer Experience, you blend broad product and portfolio management expertise with an obsession for helping plan sponsors streamline the administration of their plans and equity awards. You will define and evolve the product vision, strategy, and mission of the SPS employer experience to digitize the plan administration experience. This will require you as a leader to thrive in an environment of leading large complex change and delivering high impact in a matrixed organization reliant on partners across multiple divisions to collaborate. To succeed, you will articulate a strategic product vision and mobilize alignment across teams to align partners on delivery utilizing strong communication and collaboration. You will foster close partnerships with dotted line teams and functional leaders in technology, client service, operations, implementation &amp; sales.As a leader, you will articulate a digital strategy and empower agile teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making to encourage them to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. In the agile structure you will nurture teams oriented around capabilities (ex: Plan Setup, Award Management, Event Management, Participant Maintenance et al) and lead forums to help build a highly mission driven team, collaborative culture and strong community to deliver on innovative digital journeys. You are committed to developing your own industry knowledge on product evolution and innovation to inform your product vision and to empower your leaders with that knowledge.Scope of Role: <ul><li>Sets the SPS Employer Digital Strategy for accelerated delivery of digital experiences with the goal of delivering industry leading innovative experiences simplifying administration of a complex product offerings.</li><li>Define a multi-year strategy to deliver enhanced capabilities while building towards a larger north star product vision</li><li>Works across the enterprise to influence channel within broader Plan Sponsor workstation journeys to ensure the cohesion of the customer journey</li><li>Demonstrates strong digital product experience, communication, influence and decision-making skills on matters of the highest complexity presented by work that carries across varying products and processes from potential combinations of domains/product areas and BU's.</li><li>Develops vision, goals, and direction for Product Area, with responsibility for the complete cycle of product development and implementation. This large-scale process may carry significant risk and may be managed across multiple Product Areas/Domains/Business units.</li><li>Responsible for ensuring the completion of work by empowering Squads to plan, coordinate and execute. Oversees significant budget and number of resources. Develops the requirements for high quality standards and practice.</li><li>Sets and leads timelines, expectations, and the strategic decisions for a product area with influence on a broader set of product areas, including solution development based on expertise and experience.</li><li>Proactively partners across domains, product areas, centers of excellence, and chapter leaders to influence strategic decisions related to their area of expertise. May lead a new offering tied directly to driving scale and efficiency in our service experience.</li><li>Serves as the thought leader for the Product area; motivates, attracts, and retains talent at more senior levels.</li><li>Strong partnerships and collaboration with other Product Area, Chapter Area, Chapter and Squad Leaders. Role model for Fidelity agile leadership behaviors and forms agile culture.</li><li>Supports, mentors, develops, and enables Squad Leaders and all senior leadership to deliver increased value to the product areas and domains they support.</li><li>Partners with chapter area and chapter leaders to ensure optimization of chapter member talent while defining and building learning opportunities connected to the strategic direction of the domains and product areas.</li><li>Leads thought leadership and has significant mentorship capabilities.</li></ul>The Expertise and Skills You Bring<ul><li>15+ years of functional experience in product management, technology and/or business, with high level agile, analytical, and coaching skills</li><li>Holds or working towards Certified Equity Professional (CEP) and Series 7, 24 licenses</li><li>You have demonstrated senior level SPS product experience defining strategic roadmaps and leading the strategic vision and development of solutions and offerings aligned with business goals</li><li>Deep cross-platform product development experience with proven track record of delivering results and impact</li><li>You are a committed leader who serves and an inspirational people leader, capable of setting strategic direction and encouraging others to deliver results and impact to achieve that strategy</li><li>You have strong communication, collaboration, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization and with external customers and partners</li><li>You have a continuous improvement approach and encourage and enable an agile way of working</li><li>You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses</li><li>You have or are committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</li><li>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion</li><li>Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.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>Series 07 - FINRA, Series 24 - FINRA<h3>Category:</h3>Product Management

Product Area Leader, VP Stock Plan Services Employer Experience

<h3>Job Description:</h3>The RoleThe Fidelity Health Sr. Risk Manager will provide risk management support to the Fidelity Health Domain and Operations teams with an emphasis on emerging, debit card, and spending account products and initiatives. Your partnership with these teams will help to ensure risks are appropriately considered and mitigated as new and changing products and services are developed for our Fidelity Health client base and their customers. This includes supporting a debit card program management function within Fidelity Health. You will help your business partners by:<ul><li>Conducting risk assessments</li><li>Performing control reviews</li><li>Managing and mitigating risk incidents</li><li>Providing analysis and reporting</li><li>Fostering strong partnerships and relationships to influence change</li><li>Working with partners in Legal and Compliance to support regulatory changes or issues</li><li>Assisting our internal and external Audit partners, and </li><li>Ensuring there is appropriate reporting, communication and awareness on issues identified to make sure the business and Risk organizations are making informed decisions. </li></ul>The Expertise You Bring<ul><li>Knowledge of debit card program management risk oversight</li><li>Health and welfare administration and/or health savings account industry knowledge a plus.</li></ul><ul><li>Understanding Fidelity's digital offerings and cloud technologies. </li><li>Proven problem-solving skills and experience making decisions.</li><li>Risk assessment and / or controls or audit experience.</li><li>Strong analytical and communications skills.</li><li>Working knowledge in the field of data analytics a plus.</li></ul>The Skills You Bring<ul><li>A dedication and willingness towards continuous improvement and learning new skills and capabilities.</li><li>Reinforcing the focus on being a collaborative partner in helping FH execute on their goals and proactively identifying risks to facilitate that execution.</li><li>Understanding of agile principles.</li><li>Excellent communication, collaboration and influencing skills. The ability to influence others is crucial. </li><li>A skillset that can summarize and present findings in an organized and professional manner. </li><li>An ability to interact with all levels of the organization and appropriate business partners.</li></ul>The Value You Deliver<ul><li>You have a risk mindset and will drive – through a risk-based approach – thought leadership that assists with outcomes.</li><li>Coordinating and appropriately escalating incidents and supplying reporting to senior leaders to help identify risks and assist with appropriate mitigation strategy recommendations.</li><li>To be able to clearly and succinctly convey high level summaries of projects, areas of concern, and actions/decisions needed to move forward. You must clearly tell the story and help the business understand any risks associated with deliverables and suggested actions to mitigate or accept these risks.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamYour primary role is to work closely with the Fidelity Health and Benefits Accounts Operations and Product teams to understand business risks related to core and ongoing operations, as well as new and emerging products, services and technology. As a representative of the FH Risk team, you will interact with leaders and associates at many levels in the FH Operations and Domain. It will require an individual who works well both independently and as part of a larger cross-functional group. You will be involved in various projects that will assist Fidelity Health with achieving business objectives. <h3>Certifications:</h3><h3>Category:</h3>RiskMost 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.

Sr. Manager, Debit Card Risk

<h3>Job Description:</h3><h3>The Role </h3>Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We’re looking for a dynamic, motivated Director, NQDC Growth Strategy to join our team! You will work across product, marketing, consulting, and sales to develop and implement strategies to achieve growth objectives for our industry leading NQDC Product. You will need to deliver measurable growth results by keeping up with market trends, conducting or sponsoring new analysis, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you! <h3>The Expertise and Skills You Bring </h3><ul><li>10+ years of related financial services experience, preferably in product management, product marketing, and/or project management </li><li>5+ years of experience supporting NQDC administration or NQDC product management </li><li>Experience leading or supporting the growth of a new product, brand, or business in B2B and/or B2C environments </li><li>History of solving for ambiguity and 'crafting from scratch' </li><li>History of developing opportunities in white space as an analytical problem solver who can connect the dots to fuel growth </li><li>History of evangelizing narratives and driving projects forward through rallying teammates to action </li><li>Bachelor’s degree or equivalent experience preferred </li><li>Experience supporting the enablement of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization </li><li>You have a continuous improvement approach, are willing to challenge the status quo and push for new thinking, and enable an agile way of working </li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with partners and customers and internally, across Fidelity and at all levels of the firm </li><li>You’re capable of leading, influencing, and motivating colleagues without formal authority </li><li>You’re energized by working collaboratively to deliver agreed-upon business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress </li><li>Ability to develop and implement growth strategies that deliver measurable results. You know how to adjust these strategies as the products and markets evolve </li></ul><h3>The Value You Deliver </h3><ul><li>Partner with the Product Area Leader to execute on the go-to-market strategy by managing facets of business health, including but not limited to: </li><li>NQDC pipeline management – establish and reinforce best practices </li><li>Working closely with Sales and Workplace Consulting to target proactive business development opportunities </li><li>Competitive intelligence and benchmarking initiatives </li><li>Working closely with our partners in Marketing to advance a robust B2B marketing plan, including a full inventory and prioritization of new or revised materials </li><li>Establishing NQDC educational content partnerships for internal and external consumption </li><li>Creating and maintaining NQDC capabilities and segmentation guides </li><li>Propose strategies to expand and enhance the company's ecosystem, including identifying emerging trends, aligning ecosystem initiatives with company goals, and promoting best practices. </li></ul><h3>The Team </h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants.The domain focuses on four major tenets in operating principles and design decisions: <ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience. </li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets </li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs. </li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people. </li></ul>Workplace Investing’s NQDC offering provides companies with outstanding administration for their nonqualified plans. NQDC Product Development supports the business and technology work streams that deliver against approved initiatives including new experiences for participants and plan sponsors and improvements to existing experiences. 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

Director, NQDC Growth Strategy

<h3>Job Description:</h3>The RoleStock Plan Services, an equity compensation services division of Fidelity Investments, is seeking an experienced Director of Product Analysis. As a Director of Product Analysis, you will lead complex analysis efforts that span multiple teams and product areas. You will bring deep knowledge of the development lifecycle, strong facilitation skills, and the ability to navigate cross-business dependencies. This role requires understanding integrated end-to-end journeys, capturing business needs across diverse stakeholders, and shaping future-state solutions that enable execution across domains.You will ensure clarity of scope and priorities across product areas by driving alignment on analysis deliverables.You will leverage your technical aptitude and curiosity to quickly learn new systems and apply best practices that enhance solution design and execution.You have proven experience with strong analytical and problem-solving skills. Key attributes that make up a successful Director Product Analysis are highly motivated, self-starters with a sense of ownership, driven to succeed.<ul><li>Lead end-to-end analysis for complex initiatives, ensuring clarity of scope, dependencies, and impacts across multiple teams and platforms.</li><li>Drive discovery and solution design conversations with business and technology stakeholders, translating business needs into actionable requirements and technical considerations.</li><li>Own upfront analysis and planning, providing clear documentation and recommendations that enable informed decision-making by leadership.</li><li>Serve as a technical thought partner, leveraging knowledge of brokerage platforms, money movement systems, and related domains to identify risks, gaps, and opportunities.</li><li>Coordinate across teams to align on priorities, resolve impediments, and ensure timely delivery of analysis deliverables in support of product features and initiatives.</li><li>Contribute to continuous improvement by identifying process enhancements and fostering collaboration across product, technology, and business groups.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required.</li><li>7+ years’ experience in business or product analysis, with exposure to complex systems and cross-functional initiatives.</li><li>Experience with brokerage technology or ability to quickly learn complex financial systems.</li><li>Comfortable navigating complex organizational structures and collaborating across multiple business units.</li><li>Able to work with ambiguity and uncertainty, quickly learn new technologies, and lead requirement gathering and gap analysis.</li><li>Strong analytical and problem-solving skills with a customer-focused, data-driven approach.</li><li>Effectively translate business needs into use cases and propose solutions to enhance value delivery.</li><li>Ability to lead, influence, and motivate colleagues without formal authority.</li><li>Intellectually curious and committed to fostering a culture of learning and coaching.</li><li>Confident in technical discussions, assessing trade-offs, and influencing execution paths with development teams.</li><li>Excellent time management and organizational skills; able to balance multiple priorities.</li></ul>The TeamStock Plan Services (SPS) 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.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.

Director,  Product Analyst - Stock Plan Services

<h3>Job Description:</h3>Team Lead, Advisor ExperienceAre you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? The Team Lead of the Advisor Experience team is responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Team Lead assists in leadership responsibilities of the team and day to day management responsibilities as well as optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come. Still interested? Read on.Note: Fidelity is not providing immigration sponsorship for this position<ul><li>The work shift for this role is 9:00 AM – 5:30 PM CST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)</li></ul>The RoleThe Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). A member of our team optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.The Expertise and Skills You Bring <ul><li>Bachelor’s degree is required and a Master’s degree is preferred</li><li>Your proficient verbal and written communication skills required</li><li>Minimum 3 years of customer service experience; In a contact center environment is strongly preferred.</li><li>1 year of direct leadership experience preferred.</li><li>Proven track record of metrics management.</li><li>2 - 3 years Customer Service, Service Operations or UHNW background strongly preferred</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You can collaborate in a team environment</li><li>You can navigate customer concern remediation</li><li>You can proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season).</li></ul>The Value You Deliver<ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li><li>Prepare team for upcoming service changes / initiatives (org readiness)</li><li>Review calls/emails for journals and wires over $1M for accuracy</li><li>Analyze caller surveys to identify and coach on poor surveys</li><li>Review team metrics daily</li><li>Facilitate Monthly scheduled coaching sessions with team members</li><li>Assist in maintaining call flows</li><li>·Providing outstanding customer service via phones and email communication</li></ul><h3>How Your Work Impacts the Organization</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.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>.<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.

Team Lead, Advisor Experience

<h3>Job Description:</h3>The RoleThe Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Senior Manager, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.Key responsibilities will include:<ul><li>Provide independent risk oversight and challenge to 1st line fraud and operational functions.</li><li>Develop and maintain fraud risk management policies and standards to define governance structure, roles and responsibilities, and control requirements.</li><li>Oversee fraud risk incident and issue management, ensuring timely escalation, root cause analysis, and end-to-end remediation.</li><li>Collaborate with stakeholders to define fraud risk metrics, key risk indicators (KRIs), and reporting frameworks that support risk appetite and tolerance management</li><li>Prepare and deliver executive-level materials for risk governance forums and committees, including fraud risk updates, emerging trends, and strategic recommendations</li><li>Drive fraud risk advisory support to key stakeholders in the development of new products, services, and key business projects, ensuring proactive risk identification and control design.</li><li>Lead independent risk assessments and control testing / validation to optimize control effectiveness and efficiency. Deliver assessment report to senior leadership, ensure appropriate issue classification, ownership, and remediation tracking</li></ul>The Expertise and Skills You BringKey experience and expertise factors:<ul><li>10+ years of risk management experience in roles such as Fraud Risk Management, Operational Risk Management, or Enterprise Risk Management at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies. Risk oversight experience preferred</li><li>Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.</li><li>Experiences in development of risk management policies, standards, and frameworks.</li><li>Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.</li><li>Project management skills preferred.</li><li>Excellent social skills including succinct written and verbal communication. Ability to deliver engaging and persuasive presentations and reporting.</li><li>Ability to build and maintain collaborative working relationships with partner teams.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.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>Risk

Director, Fraud Risk Oversight

<h3>Job Description:</h3>Director, Brokerage RiskThe Brokerage Risk team advises Fidelity’s dynamic individual investor businesses building lifetime relationships with self-directed clients and helping them save and invest. You be responsible for advancing critical components of our risk governance program, which covers a wide array of brokerage products and services, brokerage operations, retail client services, and digital product and engineering initiatives.The Expectations for this Role<ul><li>Advise senior leadership on operational risks and risk mitigation strategies</li><li>Support and participate in risk governance meetings, including risk committee(s)</li><li>Lead a team responsible for identifying, assessing, and monitoring risk</li><li>Proactively identify, assess, and monitor operational risks and remediation action plans</li><li>Develop and track business unit key risk indicators to monitor operational risk profiles</li><li>Coordinate risk assessment program with other second-line-of-defense leaders and functions to optimize cross-functional effectiveness</li><li>Collaborate with other lines of defense to identify emerging risks and opportunities</li><li>Timely investigate incidents, determine root cause, and advise on corrective actions</li><li>Oversee Brokerage issue management to ensure compliance with enterprise risk requirements</li><li>Build effective working relationships with business leaders and cross-functional partners</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree (required)</li><li>MBA, Juris Doctor, or other master’s degree with strong academic credentials (preferred)</li><li>8-10+ years of risk, compliance, legal, or audit experience at complex financial services institutions, e.g., asset managers, banks, regulatory agencies (required)</li><li>Experience independently delivering on the expectations for this role (required)</li><li>Experience with brokerage products and services, brokerage operations, or client service operations – including familiarity with regulatory requirements (required)</li><li>Ability to deliver engaging, compelling, and persuasive presentations and reporting (required)</li><li>Exceptional judgment and analytical skills – you will need to excel at quickly analyzing complex risk and business issues in a variety of substantive areas (required)</li><li>Experience with Archer GRC (preferred)</li></ul>Behavioral Attributes<ul><li>Exhibits executive presence and effectively persuades and influences senior leaders</li><li>Leads, develops, and inspires high-performing teams</li><li>Demonstrates exceptional attention to detail and communications skills</li><li>Drives outcomes in a fast-paced, distributed, and complex environment</li><li>Builds and maintains effective working relationships across businesses and support functions</li><li>Balances pace over perfection</li></ul>The TeamBrokerage Risk supports the retail distribution arm of Fidelity Investments focused on enabling self-directed customers to achieve their financial goals. Brokerage Risk is a dedicated team of risk professionals who partner directly with business leaders and cross-functional partners to ensure comprehensive risk management throughout the brokerage businesses – from the frontline to executive leadership. As part of this team, you will help deliver risk advisory support on major firm initiatives and new products and services that directly impact more than 18 million self-directed investors.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>Risk

Director, Risk

<h3>Job Description:</h3>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!The Expertise We’re Looking For<ul><li>Bachelor’s degree</li><li>Series 7 &amp; Series 63 licenses required (may be attained in role)</li><li>Experience in financial services and sales is helpful, but not required</li><li>Commitment to growing technical knowledge of the financial industry</li><li>Passion for capital markets and investment products</li><li>Aptitude and dedication for constant learning and self-improvement</li><li>Team player, confident, and self-motivated</li><li>Excellent communicator, excited to engage clients</li><li>Appreciate the challenge of working in a goal and results oriented environment</li></ul>As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. The three phases within the program: <ul><li>Licensing, training, and supporting financial advisor investment product inquiries</li><li>Pro-active client engagement to initiate new client relationships and sales opportunities</li><li>Sales territory ownership with an external sales partner, to drive investment product sales</li></ul>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: <ul><li>Capital Market and Investment Product Knowledge</li><li>Sales Process and Sales Territory Management</li><li>Consultative Presentation Capabilities</li><li>Financial Advisor and Intermediary Eco-System</li></ul>The Skills You Bring<ul><li>Your robust consultative selling, influencing and communication skills</li><li>A learner mindset, with determination for extensive skill development</li><li>Ability to develop technical depth in financial markets and investment product</li><li>Additive (or leader) to a competitive, collaborative, energized team</li><li>Organized, with ability to multitask, prioritize, and adjust to change</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Receptive to feedback and coaching</li><li>Thrive in team-based sales environment</li><li>Take initiative and strive to exceed expectations</li><li>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</li><li>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</li><li>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Compensation/Career Progression<ul><li>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</li><li>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is at least 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</li><li>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost 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.

Investment Sales Associate - January 2026 (Westlake)

<h3>Job Description:</h3>The Role As part of the Product organization, the Program and Strategy Manager is responsible for delivering quality solutions by supporting the successful planning, execution, and delivery of initiatives while ensuring consistency with Product strategy, commitments, and goals. The Program and Strategy Manager works in conjunction with Stock Plan Leaders at the portfolio and program level to coordinate initiatives by providing oversight from initial assessment through solution launch with an emphasis on business readiness activities. This role will be primarily focused on supporting leadership by developing and driving critical SPS projects and deliverables aligned with the organization’s long-term strategic vision. The Expertise and Skills You Bring <ul><li>5- 7 years of related project management experience in financial services and/or strategy consulting </li></ul><ul><li>Bachelor’s degree required </li></ul><ul><li>Robust analytical thinking and a creative approach to tackling strategic business issues. </li></ul><ul><li>Ability to manage sophisticated projects across teams, and exercise influence and autonomy amidst shifting priorities and timelines. </li></ul><ul><li>Proficiency in verbal / written communication and comfort with presentation tools, including the Microsoft Office suite and ThinkCell, Tableau or PowerBI. </li></ul><ul><li>Willingness to learn and adapt quickly; to offer and accept feedback. </li></ul><ul><li>Knowledge of Fidelity could be meaningful for navigating organization and achieving goals. </li></ul>​The Team Stock Plan Services (SPS) 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 enhancements to existing products.Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementMost 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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