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<h3>Job Description:</h3><p>The 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 the design and operating effectiveness of key financial controls through integrated reviews of key business units including Workplace Investing, Fidelity Wealth, Fidelity Brokerage, Fidelity Institutional, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Investments Life Insurance, international sites (India &amp; Ireland) and advisory reviews over strategic initiatives.</p><p>The Senior Associate role will deliver significant value to the business by assessing relevant risks and key controls supporting the firm’s financial processes and systems through integrated audits. This role will partner with Business Unit Controllers, other risk groups, process, and control owners as well as GFC associates. This role will provide excellent opportunities to learn about Fidelity’s many business units, key financial processes, and systems. This role will report to a Senior Manager or a Director within the GFC function.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)</li><li>3-6 plus years of relevant progressive experience with supporting integrated financial audits</li><li>Professional certification CPA and/or CISA highly desired. Other relevant certifications CISSP and CIA</li><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</li><li>Direct experience with general accounting concepts including financial statement risks, and controls</li><li>Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Strong learning agility to quickly understand and connect key concepts</li><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</li><li>Financial services industry experience desirable</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Actively participate as a key member of GFC engagement teams in the execution of integrated reviews</li><li>Support creation of high quality workstream deliverables (e.g., process flows, RCMs, workpaper documentation)</li><li>Discuss findings and improvement opportunities noted with the GFC workstream teams and client contacts</li><li>Effectively manage assigned deliverables in a timely manner and holds self-accountable</li><li>Assess the design and operating effectiveness of key ITACs, manual controls and key reports (IPEs)</li><li>Lead or participate in process walkthroughs with process and control owners</li><li>Cultivate productive relationships with GFC team members and internal business partners</li><li>Support special projects and help co-lead internal training initiatives as appropriate</li><li>High level of professionalism, sense of urgency, and self-motivation</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $64,000-$121,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

Fidelity Investments

Senior Associate, Global Financial Controls - CoE

Professor of International Business or International Economics &amp; Endowed ChairThe Woody L. Hunt College of Business at The University of Texas at El Paso (UTEP) invites applications for a prestigious endowed chair position. The ideal candidate will have an established record of distinguished research evidenced by publications in widely recognized top-tier academic journals and be recognized as a leader in international business and/or economics, especially on U.S.-Mexico trade and commerce issues. The faculty member will be appointed at the rank of full professor and is expected to develop collaborative relationships with the faculty and Centers within Hunt College and other regional, national, and international entities to enhance the mission of UTEP. Responsibilities may include scholarly research and publishing in top academic journals, instruction at undergraduate and graduate levels, and participating in the Ph.D. Program in Business Administration by mentoring doctoral students and serving on dissertation committees, serving on faculty committees, and engaging in community outreach.The anticipated starting date is fall 2025. Salary and benefits are AACSB-competitive and appropriate for the required experience and qualifications. Hiring decisions are subject to final budgetary approval.Job Requirements:Candidates should have a Ph.D. in any business area or economics, with a record of excellence in research (preferably focusing on U.S.-Mexico trade issues) and teaching commensurate with the rank of full professor with tenure at a Carnegie R1 doctoral university. Preference will also be given to applicants with policy-relevant experience working with various centers and institutes. Evidence of successful grantsmanship is also highly valued, as is working with government and non-governmental organizations closely linked to U.S.-Mexico trade and commerce.Additional Information:In keeping with its access, excellence, and impact mission, The University of Texas at El Paso is committed to an open, diverse, and inclusive learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity/Affirmative Action employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, sexual orientation, or gender identity in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972. Inquiries-including the filing of a Formal Complaint or reporting an incident-about the application of Title IX may be referred to the Title IX Coordinator, who can be reached by phone at (915) 747-8358, by email at <a href="mailto:titleix@utep.edu" target="_blank">mailto:titleix@utep.edu</a>, or by mail at 500 W. University Ave., El Paso, TX, Kelly Hall, Room 312.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6070550jeid-9b739d1f4e26874789bbd2015087d016" target="_blank">https://apptrkr.com/6070550jeid-9b739d1f4e26874789bbd2015087d016</a>

The University of Texas at El Paso

Professor of International Business or International Economics & Endowed Chair

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Do you excel at helping clients tackle meaningful issues? Do you have knowledge of the Defined Benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and efficient quality solutions regarding their benefit programs.</p><p>The Senior Data Consultant is responsible for business development and overall service delivery of data consulting services to the client. In this role, you will interact directly with clients as well as participate in project status meetings with the Consultant. Additionally, you will work with the Consultant and the internal Fidelity team, as needed, on identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. You will be accountable for program management of the client assignment working in a deadline-oriented environment.</p><p><strong>The Team</strong></p><p>The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)</li><li>3 years+ of business development experience</li><li>3 years+ focused on program/project management</li><li>Implementation experience preferred</li><li>Understanding of Defined Benefit plans and administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus</li><li>Leading the initial new business development process from prospecting to final project completion</li><li>Positive relationship leadership skills including relationship building, influencing, and a consultative approach.</li><li>Strong problem solving and outstanding program management skills.</li><li>Expansive depth and breadth of the Defined Benefit industry.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Building, managing, and growing client relationships by delivering an outstanding level of customer satisfaction with every engagement.</li><li>Owning the creation and delivery of benefit adding proposals, up to and including client contract sign-off and approval.</li><li>Ensuring project team members deliver realistic project plans including scope, duration, and effort.</li><li>Providing oversight to the program to ensure it is aligned to the strategy, plan, and budget.</li><li>Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.</li><li>Identifying, defining, acquiring, digesting, and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization.</li></ul>The base salary range for this position is $103,000-$218,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting

Director, Defined Benefit Senior Data Consultant - Fidelity Workplace Consulting

<h3>Job Description:</h3><h3>Workplace Education Manager</h3><p><strong>Role Responsibilities</strong></p><ul><li>Responds to client requests for investment education and provides additional consultation on client needs.</li><li>Subject matter professional for the workplace education offering and delivery strategies</li><li>Uses consultative techniques to engage and collaborate with clients regarding more customized educational treatments across multiple delivery channels.</li><li>Proposes alternative solutions to balance client needs and objectives with internal business strategies</li><li>Drives client satisfaction through effective execution of client educational requests, responsible for all supporting logistics, while uncovering additional valuable services</li><li>Leads promotional aspects and supporting presentation materials across all events to drive participant engagement goals while handling budgetary considerations</li><li>Identifies process improvement opportunities within the operational execution of workplace education strategy and works with appropriate business partners to implement changes</li><li>Participates in additional department initiatives as needed</li></ul><h3>The Expertise You Have</h3><ul><li>BA/BS required</li><li>Experience in employee benefits communication and/or financial services preferred</li><li>3-5 years financial services</li></ul><h3>The Skills You Bring</h3><ul><li>You would possess strong customer service and communication skills supported by specific working experience, which is essential given the relationships we have with our clients and internal partners.</li><li>You would have sound project management and problem resolution skills, with ability to execute and implement projects to completion.</li><li>A strong sense of personal responsibility for the quality of work, including accuracy, reliability, and completeness, along with consistent responsiveness is a foundational requirement as it supports the brand of the team.</li><li>Your ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently is a key contributing factor to your success.</li><li>Ultimately you must be a contributing teammate who thrives in a team based environment.</li></ul><h3>The Value You Deliver</h3><p>Your support with the delivery of our workplace education offering is directly tied to our Workplace participant’s retirement readiness, as they become more engaged with Fidelity</p><ul><li>Every interaction you have can deepen our existing client relationships, driving further client satisfaction.</li><li>The efficiency of your interactions, consultation, and management of event logistics is directly tied to the ability of our workplace presenters to deliver engaging presentations to produce positive outcomes.</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>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.</p>

Workplace Education Manager

<h3>Job Description:</h3><p><strong>Is it time to make new investments into your career?</strong></p><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><p><strong>What to expect…</strong></p><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><p><strong>The Skills You Bring</strong></p><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Value You Deliver</strong></p><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><p><strong>Our Investments in You</strong></p><p>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<p>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.</p>

Workplace Planning Associate - Westlake, TX

<h3>Job Description:</h3><p><strong>The Role:</strong></p><p>The Senior Compliance Advisor will be a member of Fidelity’s Financial Crimes Compliance Program Office (FCPO) supporting Financial Crimes governance, planning, and strategic programs. You will help support the Financial Crimes Compliance organization’s strategic business management practices and perform a broad range of advisory and governance activities, assisting as needed with:</p><ul><li><p>Coordinating and preparing executive level presentations and reports that communicate status, insights and recommendations to senior leadership.</p></li><li><p>Building and maintaining recurring and ad-hoc reporting to monitor key performance indicators and operational metrics.</p></li><li><p>Supporting critical Financial Crimes initiatives and programs at the direction of senior leadership.</p></li><li><p>Providing subject matter expertise and guidance in support of key AML program activities.</p></li><li><p>Performing oversight of Fidelity business unit AML activities for new AML rule implementations, AML compliance efforts, and new products or services.</p></li><li><p>Assisting with operational activities such as budgeting and resource planning.</p></li></ul><p>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><p>Bachelor’s degree with at least 5 years comparable work experience at a financial institution, major consulting firm, regulatory agency, or law firm.</p></li><li><p>Impactful communicator with proven verbal and written skills.</p></li><li><p>Expertise in using PowerPoint to craft compelling narratives.</p></li><li><p>Can simultaneously identify, prioritize, and address multiple issues and quickly respond to shifting priorities in a fast-paced environment.</p></li><li><p>Comfortable working on a wide variety of subject matters across organizational boundaries and can build effective working relationships to drive progress.</p></li><li><p>Critically evaluates information from multiple sources, to resolve blockers, identify trends, and transform data into executive-level messaging that advises business decisions.</p></li><li><p>Demonstrated analytical skills, resourcefulness, problem-solving abilities, and attention to detail.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>Fidelity is committed to a strong enterprise-wide Financial Crimes Compliance (FCC) program that protects against the misuse of the Firms’ products and services for nefarious, illegal purposes. The FCC group coordinates the day-to-day implementation of Fidelity’s financial crimes prevention efforts with responsibilities for the design, implementation, execution, governance, and oversight of the Firm’s Anti-Money Laundering, Sanctions, and Anti-Corruption programs. FCPO is a team responsible for implementing Anti-Money Laundering (AML), Sanctions, and Anti-Corruption requirements and processes across Fidelity’s businesses and legal entities.</p>The base salary range for this position is $81,000-$137,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Senior Compliance Advisor, Financial Crimes Compliance

<h3>Job Description:</h3><p>Due Diligence Consultant</p><p>The Role</p><p>The Due Diligence Investigations group provides discreet investigative support to various Fidelity business units to identify, mitigate and manage risk associated with existing and potential third-party business relationships, including vendors, financial services firms, and potential investments, among others. The group also provides litigation support, competitive intelligence, general background and ad -hoc investigative support. This role provides great exposure across many of Fidelity’s business units!</p><p>The Expertise and Skills You Bring</p><ul><li>You have the ability to conduct open-source intelligence (OSINT) research on a wide range of investigative issues, to include media, Internet, database research, litigation inquiries and verification of licensing requirements/regulatory compliance.</li><li>You can prepare investigative reports and analyses that are thorough, timely, well written and logical; reports and analyses may be recurring and/or project driven and require meaningful conclusions.</li><li>You are able to manage client relationships to maintain high level of service standards; identify and develop opportunities to enhance relationships with existing clients.</li><li>You have the ability to manage a challenging case load while meeting time-sensitive deadlines.</li><li>You have excellent communication skills and enjoy working in a collaborative environment</li></ul><p><strong>The Team</strong></p><p>As a member of the Due Diligence Investigations group, you will be an essential part of protecting the Fidelity brand. You will provide critical investigative research support services to internal Fidelity business units, ensuring that Fidelity is engaging with the right external partners that will ultimately limit potential reputational or operational risk.</p><p>As a member of the broader Fidelity Risk Group, you will serve as an example to peers across the organization, ensuring that Fidelity’s high ethical and moral standards are upheld on a daily basis.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Security<p>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.</p>

Due Diligence Consultant

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you interested in working in a fast paced, evolving organization? The Defined Contribution Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.</p><ul><li>The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.</li><li>The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.</li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>Bachelor’s degree preferred.</li><li>This position requires a minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.</li><li>Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.</li><li>This position requires some travel.</li><li>The ability to understand and work with payroll software programs.</li><li>Strong presentation, consulting, and negotiating skills.</li><li>Strong analytical, problem-solving, problem identification skills.</li><li>Strong organizational/time management skills, auditing skills.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>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.</p>

Defined Contribution Conversion Lead

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions?</p><p>As a Senior Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter, you will be representing Fidelity and managing overall working relationship and engagement with third party advisors, by providing transactional support, improving digital experience, driving process, technical/data changes, supporting sales/RFP process, supporting implementation and integration of vendor provided financial planning tools for existing, new clients or prospects. You will also work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) to drive business analysis activities to support realization of squad and business goals.</p><p>In a typical week, you will make a difference by driving effective product partnership through communication, risk mitigation, quality assurance, effective delivery, issue resolution, quickly understanding new situations (including their opportunities and risks), effectively explaining how things work, coming to the table with ideas and solutions, understanding how your work fits into the bigger picture, and establishing relationships across the organization and with the third party advisor organization. This role will provide you with opportunities to grow out your knowledge and abilities and Fidelity will tap into your expertise to better help employers and employees meet their goals. You must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Proficient in various business analysis methodologies. For example, data/root cause analysis, testing, issue resolution and/or product documentation.</li><li>Experience with workflow design, data analysis, data visualization, and impact analysis.</li><li>Problem solving skills with the ability to take initiative, draw conclusions, and communicate ideas for the purposes of improving business processes or developing new products.</li><li>Manage dependencies across teams and work on multiple projects simultaneously.</li><li>Ability to lead and facilitate diverse groups of people to move towards solutions while influencing key decision makers based on analysis findings.</li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.</li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners.</li><li>5-7 years transferable experience.</li><li>Bachelor’s degree or equivalent experience.</li></ul><p><strong>The Team</strong></p><p>WI Customer Solutions provides the WI Agile organization with business analysts and consultants. The Customer Solutions team is responsible for helping the business achieve results. Our role is to turn business objectives into useful plans and solutions that deliver outstanding customer value.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p>

Senior Business Analyst, Customer Solutions - Vendor Integrations

<br><strong>Job Summary </strong><br><br>As the Solutions Consultant you will be responsible for integrating the future of our automated solutions into our customers’ facilities. You will work on developing AGV solutions based on the intralogistics needs of our customers through collaboration with integrators and partners in the North American market. In this role you will report to the Director of Solution Development.<br><br><strong>Your Responsibilities</strong><br><br><ul><li>Collaborate with sales, marketing, project management, and engineering teams to identify customer needs and develop innovative solutions that meet or exceed their expectations.</li><li>Responsible for logistics planning and calculation of automated guided vehicle (AGV) systems. </li><li>Manage the entire technical solution development process during the sales phase, including conceptualization, design, and documentation.</li><li>Contribute to the development of standard tools and processes used within the team.</li><li>Ensure solutions are delivered within the deadlines set by our customers.</li><li>In coordination with sales and operations, maintain relationships with development teams of our suppliers, key customers, and partners.</li><li>Create solution specifications (technical and design aspects). </li><li>Communicate the technical design to the project manager and the implementation team.</li><li>Other duties as assigned.</li></ul><br><br><strong>Your Experience &amp; Education</strong><br><br><ul><li>Bachelor’s degree in engineering or related technical discipline.</li><li>3+ years of experience in solution development or application engineering or system engineering, preferably in the automation industry.</li><li>Strong technical background with exposure to automation, robotics, and control systems.</li></ul><br><br><strong>Your Key Competencies </strong><br><br><ul><li>Attention to detail</li><li>Creative thinking and problem-solving</li><li>Analytical thinking </li><li>Excellent written and verbal communication skills </li><li>Structured working method</li><li>Consensus builder</li></ul><br><br><strong>Your Tools / Working Conditions</strong><br><br><ul><li>MS Office, strong Microsoft Excel skills</li><li>Proficiency in AutoCAD</li><li>Willingness to travel up to 10%</li><li>Hybrid work schedule </li><li>Medical, Dental, Vision, insurance with FSA or HSA</li><li>401k plan with company contribution (QACA) and match</li><li>Opportunities for professional development and training</li></ul><br><br><strong>This company is an equal opportunity employer and makes employment decisions without regard to race, gender, disability or protected veteran status.</strong><br><br><strong>Agency Disclaimer:</strong><br>Mitsubishi Logisnext Americas Inc. (Logisnext) group does not accept unsolicited resumes from third party vendors. Any unsolicited resumes from a third party will become the property of the recipient Logisnext company to use at the Logisnext company’s discretion, with the understanding that the Logisnext company will not be billed a fee for any such resumes. If a company is designated as an approved vendor, then said company can only provide assistance on those positions expressly requested by a Logisnext company via a formal written agreement of support. If you would like to be considered as an approved vendor, please contact the Manager of Talent Acquisition. <br>

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