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<h3>Job Description:</h3>Director, Product Owner The RoleFidelity Charitable is actively seeking an experienced digital leader to drive key initiatives evolving the next generation giving platform. This role is part of the Portfolio delivery team responsible for delivering on a strategic multi-year plan to reimagine the digital experience and solutions for donors, associates, advisors and non-profits. As a Director, Product Owner, you act as a catalyst and vision-keeper for agile teams. You support multiple teams’ delivery by ensuring the backlog is prioritized, engaging actively with the teams, guiding teams towards solutions, measuring impacts, and broadcasting results to the broader organization. The product owner communicates with stakeholders, while simultaneously working to connect the teams to users and the broader business. This role will also be responsible for assisting with broader advisor and non-profit solutions area needs for things like, prioritizing across team backlogs, strategic thinking and success metric analysis.<ul><li>Engagement with broader Fidelity Charitable staff to identify and deliver platform enhancements that drive user experience and donor results</li><li>Serve as Product Owner throughout agile process, ensuring user stories and business acceptance criteria meet business requirements and user expectations</li><li>Mentor/Coach other Product owners on standards and best practices</li></ul>The Expertise and Skills You Bring<ul><li>8+ years product management/ product owner experience</li><li>BA or BS, MBA a plus</li><li>Ability to manage requirements and backlogs for up to two teams.</li><li>A passion for innovation and big picture thinking, while also being able to comprehend and communicate details of feasibility and delivery</li><li>A background in agile methodologies at scale</li><li>A Product mindset that indexes to client obsession, outcomes, and execution</li><li>Ability to collaborate with cross functional teams to deliver value for our associates and end users</li><li>Ability to translate cross functional business goals, epics, and user stories for an Agile team</li><li>Experience creating product backlogs, prioritized based on value, size, risk, and other relevant considerations</li><li>Experience encouraging teams to take ownership for their commitments without sacrificing quality or sustainable pace</li><li>Comfort with emerging technologies, assessing new opportunities and engaging with creative thinkers passionate for how technology is best used to make giving easier and impactful</li><li>Strong communication skills with experience presenting to senior audiences and stakeholder management</li><li>Strong problem-solving and decision-making skills</li><li>Experience working closely with agile teams to define initiative roadmap, prioritize backlog(s), and define a Minimum Viable Product</li><li>Create and maintain strategy decks and provide regular roadmap updates</li><li>Passion from solving problems without leading with solutions</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis team is part of the Advisor and Non-Profit Solutions Product Area within Fidelity Charitable, whose mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective.<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.

Fidelity Investments

Director, Product Owner

Client Service Representative Quality Team Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX. The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. This role will support Service Delivery in its mission to improve processes, measure capability, and drive performance. The Expertise We’re Looking For <ul> <li>Bachelor’s degree or equivalent experience in a related field </li><li>1-2 years of work experience, including demonstrated success working in a fast-paced environment </li><li>Financial Services experience preferred </li><li>Experience within the quality field </li><li>Understanding of analytical tools for process improvement; Six Sigma and Lean </li></ul> The Purpose of Your Role In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring. The Skills You Bring Your ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently will enable Service Delivery to reduce risk and enhance the customer experience. Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands. Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions. Your attention to detail and inquisitive nature will be key in helping you problem solve. The Value You Deliver <ul> <li>Review transactions and work items to determine accuracy. Ability to code and concisely capture the details regarding the review to enable trending and further analysis. </li><li>Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan. </li><li>Perform testing of samples using the appropriate business rules to ensure completion and accuracy. </li><li>Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements. </li><li>Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities. </li><li>Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work. </li><li>Provide feedback as directed to assist with root cause identification. </li><li>Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points. </li><li>Share new insights or realized trends with analysts and peers. </li></ul> How Your Work Impacts the Organization 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. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Fidelity TalentSource

Client Service Representative

<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>Note: Fidelity is not providing immigration sponsorship for this positionThe 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.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>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>Financial Services Associate - Testing and Reporting Services (TRS)</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX. *** This is a true 3 month contract that starts in December 1st*** *** Hybrid schedule - but will be in office entirety for December for training *** The Role The Financial Services Associate-Testing and Reporting Services (TRS), as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing &amp; Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline. The Expertise and Skills You Bring <ul> <li>Bachelor's degree or equivalent work experience preferred. </li><li>One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions. </li><li>Personal computer proficiency required: Windows Office and web-based applications experience preferred. </li><li>Outstanding organization, multi-tasking and time management skills </li><li>Detail, process and goal-oriented </li><li>Phenomenal client communication skills, especially by phone </li><li>Strong computer skills with an emphasis on Microsoft Excel </li><li>General knowledge of 401k industry a plus but not required </li></ul> <h3>Dynamic Working</h3> Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Financial Services Associate - Testing and Reporting Services (TRS)

<h3>Job Description:</h3>Director, Digital Assets OperationsThe Role In this role you will be responsible for assessing and documenting the requirements for Fidelity’s digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Digital team 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 from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.The Expertise and Skills You Bring<ul><li>Advanced knowledge of alternative investments with an emphasis on deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.</li><li>Bachelor’s Degree or equivalent</li><li>8+ Years of experience preferred</li><li>Effective written and verbal communication</li><li>Experience with fund operations including administration, accounting, valuation, and custody</li><li>Investment product knowledge including product pricing, digital, alternative and standard investment vehicle structures, regulatory framework, and distribution</li><li>Investment operations including trading, portfolio analytics, performance, and compliance</li><li>Portfolio transition management</li><li>Transferable skills include risk management, compliance, and project management</li><li>Bachelor’s Degree or equivalent experience. CAIA and /or CFA is a plus.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamIn Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunities to<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, Digital Assets Operations

<h3>Job Description:</h3>Job Title: Senior Manager, Global Financial ControlsThe RoleAre 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 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 audits and advisory reviews over select strategic initiatives. The role provides thought leadership, subject matter expertise and closely partner with Senior Business Leaders, Head of Corporate Accounting &amp; Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function’s mission. The role will report to the Head of Global Financial Controls CoE or a Director.The Expertise and Skills You BringPlay an integral role as part of GFC’s leadership team and through your advanced understanding of US GAAP, Internal Controls over Financial Reporting, Accounting concepts/standards and relevant frameworks (COSO). Lead and coach junior practitioners 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., Accounting, Finance)</li><li>Eight plus years of progressive experience with leading financial statement audits and assurance reviews</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Proficient with accounting concepts and financial processes including financial statement risks and controls</li><li>Professional certification CPA highly desired. Other relevant certifications CISA, CA, CIA, or CISSP</li><li>Exposure to IT Applications Controls, key reports testing and/or IT General Controls</li><li>Exposure to ERP/GL SaaS implementations, Alt Investments and/or Digital Assets incl. regulatory guidance</li><li>Exceptional leadership and proficient relationship builder with proven influencing and people management skills</li><li>Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines</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></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe 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.The base salary range for this position is $89,000-180,000 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>The Role This role will be part of a team accountable for assisting management with developing and implementing controls related to new products, operational processes, and regulatory requirements. The team will lead targeted assessments and be prepared to make decisions on the design and/or effectiveness of the related control environment. There will be a strong focus on Alternative Products (e.g., digital assets, credit alternatives, private equity, real assets). Additional responsibilities include assisting the leadership team with the development of executive presentations and producing project status reports. To successfully execute these responsibilities, the ideal candidate will possess strong controls-building skills and will have a fundamental understanding of the unique challenges related to Alternative Investment strategies.The role will work closely with business partners specifically to assess areas of risk and support the department’s goals. The role requires the ability to work effectively with management, strong interpersonal and analytical skills, as well as the ability to prioritize and manage work to completion. The individual will be required to manage multiple projects and deliver high-quality work. The Expertise You Bring • Bachelor’s degree required, advanced degree preferred • 8-12 years’ experience in financial services or consulting • Project management experience • In depth knowledge of operational risk management and controls development • Knowledge of alternative product requirements and operations• Knowledge of key regulations (Investment Adviser's Act, Sarbanes-Oxley) The Skills You Bring • A self-starter skilled at operating autonomously to achieve results in a dynamic environment • Superb verbal and written communications skills • Must thrive in a dynamic and fluid organization where priorities shift to respond to business needs • Outstanding relationship management and facilitation skills; customer service orientation • Strong collaborator; able to develop and maintain effective working relationships • Ability to partner with and influence others across the organization to assist management in achieving objectives • Ability to build executive level presentations / visualizationsAsset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. The TeamAsset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. Note: Fidelity is not providing immigration sponsorship for this position#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>Risk

Director, Asset Management Risk Operations

<h3>Job Description:</h3>The RoleAs a Business Analyst Consultant within the Core Wealth Platform Product Area, you will support multiple platform team initiatives aimed at growing our core business and scaling our technology platforms. You are a detail-oriented analyst, who enjoys technology and innovation, with a natural curiosity and a passion for problem solving. You seek opportunity for hands-on delivery work, and value collaborative partnerships, commitment to team and Owning the Outcome. The role will focus on the development and implementation of Investment Exposure and Risk Analytics to help our Brokerage, Wealth, and Workplace customers reach their financial goals. This is part of a larger strategic initiative to build an Insights platform of the future, with flexibility and scale to meet our growing consumers’ needs. This position combines big-picture vision with practical execution, making it an exciting opportunity for candidates passionate about innovation and financial planning thru digital financial technology.Responsibilities include:<ul><li>Conducting thorough analysis of customer needs, business processes, and technical capabilities to create and prioritize solutions.</li><li>Collaborating closely with partners to drive capture requirements, documentation and informing the path and implementation plan.</li><li>Working closely with systems analysts researching data, accessing APIs.</li><li>Participating in development cycles, balancing pace over perfection.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree with 8+ years of experience or master’s degree with 6+ years.</li><li>Experience within the Financial Services industry, specifically investment performance and analytics preferred</li><li>Growth mindset and willingness to learn and adapt.</li><li>Desire to work collaboratively in an cross functional team.</li><li>Strong execution background with the ability to multi-task and prioritize for efficiency and business need.</li><li>Proven ability to write business requirements, identify use cases with attention to detail.</li><li>You have demonstrated strong verbal and written communication skills and bring an intellectually curious approach day in and day out</li><li>Ability to collaboratively build and present a compelling story based on data and analysis</li><li>Data/API query a plus (JSON editor, BRUNO, SQL/SQL Dev.</li></ul>The TeamYou will be a member of the Investment Exposure and Risk Analytics &amp; Insights team that is part of the Core Wealth Platform Product Area. Your primary focus will be developing and supporting investment insights and analytics for our Wealth, Brokerage and Workplace customers. In this role you will partner with a variety of key stakeholders including other teams within the Product Area, Wealth Solutions, Brokerage, Workplace and Wealth Technology partners. You will learn best in class delivery process to drive scale and operational efficiency. Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.Note: Fidelity will not provide 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.

Business Analyst Consultant

<h3>Job Description:</h3>The Senior Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health &amp; Welfare plans for a book of business containing clients with small to large plans. The Senior Associate works on plans of varying complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. Other responsibilities include managing client relationships with service providers – such as auditors, trustees, record keepers, and insurance agents; acting as a technical resource for clients, colleagues, and various internal business partners; peer-reviewing the work of Associates on the team; and serving as a mentor for others.The Senior Associate may also provide support for our QDRO (Qualified Domestic Relations Order) processing activities.<h3>The Expertise and Skills You Have </h3><ul><li>Specific experience with Form 5500 and related filings required</li><li>Experience with Form 5500 filing software (FT William, Relius, EFast, etc.)</li><li>7+ years working with DB, DC, or Health &amp; Welfare plans</li><li>Bachelor’s Degree or equivalent work experience</li><li>Outstanding client consulting skills</li><li>Excellent coaching skills</li><li>A deep understanding of form 5500 and related filing work.</li><li>You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.).</li><li>Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management.</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality.</li><li>Impressive oral and written communication skills.</li><li>Focus on quality, details, and meeting client expectations.</li><li>Strong customer service approach.</li><li>Organized, self-motivated, and focused on meeting deadlines</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Value You Deliver</h3><ul><li>Act as a subject matter expert for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting.</li><li>Work with Fidelity colleagues, clients, and third parties to onboard new clients.</li><li>Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&amp;W and Puerto Rico benefit plans.</li><li>Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals.</li><li>Develop strong relationships with clients – including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners – including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers.</li><li>Peer-review the work of junior colleagues on the team and provide mentorship.</li><li>Work on special projects.</li><li>Expand overall knowledge of the Workplace Consulting Group.</li><li>Review/Qualify Domestic Relations Orders and prepare communications for involved parties.</li></ul><h3>The Team</h3>This role will reside within Workplace Consulting’s Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE’s interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

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