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<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>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.</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>

Fidelity Investments

Financial Representative - Midlothian, VA

<h3>Job Description:</h3><p>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</p></li><li><p>Financial Services experience, we recommend five years</p></li><li><p>Degree and/or other professional certifications such as CFP are helpful</p></li></ul><h3>The Purpose of Your Role</h3><p>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.</p><h3>The Skills You Bring</h3><ul><li><p>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</p></li><li><p>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</p></li><li><p>Your subject matter expertise will be used to address unique and complex client service requests</p></li><li><p>Your appreciation for working in a dynamic and collaborative environment</p></li><li><p>Assurance that portfolios remain in accordance with compliance guidelines</p></li></ul><h3>The Value You Deliver</h3><ul><li><p>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</p></li><li><p>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</p></li><li><p>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</p></li><li><p>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</p></li><li><p>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</p></li><li><p>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</p></li></ul><h3>How Your Work Impacts the Organization</h3><p>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>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.</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>

Wealth Management Planning Consultant - Southlake, TX

<h3>Job Description:</h3><p>The Role:</p><p>In this role you will be part of the AM Data team supporting efforts in delivering value to the business through the utilization and exploitation of data. The Director will be key in leading and providing thought leadership on key strategic areas of the program aimed at promoting highly scalable solutions and an operating model intended to maximize the organizations utilization of our data ecosystem and related capabilities.</p><p>In this capacity this individual will focus on developing and implementing strategies intended to support the growth and evolution of our business (and related frameworks), evolving and maturing the organizations approach to data management (including Common, Alternative, and Derived datasets) in partnership with stakeholders across the organization, and will look critically at the way AM is accessing and leveraging data to inform strategies focused on reducing friction and managing risk as a part of those pipelines.</p><p>This role will be highly visible, requiring meaningful experience supporting executive program messaging utilizing a variety of communication formats at different levels of the organization; tailoring critical information of a complex or involved nature, to a senior and executive audiences while often being sought out by senior leadership for expert opinions and recommendations required to provide business solutions. The Director will be critically important to ensuring AM is able to support the data needs of the organization while balancing competing priorities within AM and in our support of firm wide data initiatives, recommending or making decisions for the organization that will result in optimal outcomes for a broad range of highly complex business problems. </p><p>The Expertise and Skills You Bring</p><ul><li>Bachelors or equivalent with 10+ years of experience or Masters with 8+ years of experience.</li><li>Significant experience working with business/technology stakeholders to decompose existing processes, recommending changes to existing platforms or techniques, and helping drive business outcomes.</li><li>Expertise coaching others in the process of eliciting alternatives and assessing trade-offs and their impact.</li><li>Excellent situational awareness and EQ to work through countering viewpoints and competing priorities, ensuring we seek the best outcome for the firm and our clients</li><li>Experience crafting roadmaps, grooming backlogs, defining requirements, and structuring work into valuable increments - with a focus on continuous integration, delivery, and inspiring change</li><li>Defines strategies and plans for influencing multiple decision makers.</li><li>Gains agreement on the problem-solving process, risk assessment, decision points, and criteria – developing new approaches and/or frameworks to help support successful delivery of objectives</li><li>Recognized as a strategic thinker and/or someone who is willing to challenge the status quote</li><li>Bachelors or equivalent with 10+ years of experience or Masters with 8+ years of experience.</li><li>Significant experience working with business/technology stakeholders to decompose existing processes, recommending changes to existing platforms or techniques, and helping drive business outcomes.</li><li>Expertise coaching others in the process of eliciting alternatives and assessing trade-offs and their impact.</li><li>Excellent situational awareness and EQ to work through countering viewpoints and competing priorities, ensuring we seek the best outcome for the firm and our clients</li><li>Experience crafting roadmaps, grooming backlogs, defining requirements, and structuring work into valuable increments - with a focus on continuous integration, delivery, and inspiring change</li><li>Defines strategies and plans for influencing multiple decision makers.</li><li>Gains agreement on the problem-solving process, risk assessment, decision points, and criteria – developing new approaches and/or frameworks to help support successful delivery of objectives</li><li>Recognized as a strategic thinker and/or someone who is willing to challenge the status quote</li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p>The Team:</p><p>The Asset Management (AM) Data Strategy and Governance team supports AM efforts focused on advancing and executing against both Fidelity and AM Data Strategies.</p><p>The Asset Management Data team was formed as a centralized team within Asset Management (AM) to drive a Data First mindset, given the increasing importance of building data strategy into initiatives across all aspects of the organization. The team embraces a spirit of entrepreneurship, collaboration, and innovation as we work together to navigate the data challenges of emerging businesses as well as the modernization of traditional investment and data distribution platforms methodologies.</p><p>AM Data provides strategic thought leadership, data fluency education, data governance oversight, data quality expertise, data request prioritization and a variety of other utilities to AM. We aim to help simplify engagement, accelerate delivery, integrate business perspective, and improve the quality of all things data. Working closely with leaders across Asset Management and other key Fidelity business groups, we drive a One-AM approach to data investment and priorities for the AM business. </p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>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.</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>

Director, Data Strategy and Governance

<h3>Job Description:</h3><p>As a Director, Retirement Planner in the Regional Center, you’re a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Bachelor’s degree required, Master’s degree preferred</li><li>10 years minimum investment sales/financial planning experience</li><li>Series 7,63, 65/66 (required)</li><li>Life and annuity licenses (required)</li><li>Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation will be required to obtain if you do not currently possess it.</li><li>Participant sales experience</li><li>Proven track record in generating sales and managing relationships with high net worth clients</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>As a Director, Retirement Planner at the Regional Center, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning &amp; Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal &amp; Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning.</li><li>Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants.</li><li>Your exceptional presentation skills in virtual, one-on-one and group settings.</li><li>Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>You’ll be responsible for exceeding assigned targets and driving both Personal &amp; Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants.</li><li>You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets.</li><li>Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal &amp; Workplace Investment flows.</p><h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Life, Health, Variable Annuities - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</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>

Director, Retirement Planner - Tampa, FL

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>As a Manager Credit Risk, you will independently assess and evaluate the credit worthiness of bank and broker-dealer counterparties across Fidelity platforms, primarily including National Financial Services (NFS, which includes Fidelity Capital Markets), FDIC Bank Sweep, Treasury, and Enterprise Services. You will also monitor the credit and market exposure to these counterparts. You will perform a qualitative and quantitative analysis of the financial condition of the firm, the products and markets in which the firm is engaged, the strength of the firm’s management team and whether there is any reputational risk in doing business with the counterpart. You will monitor credit limit usage for assigned counterparts, identify issues, and escalate with proposed solutions to the Vice President of Credit Risk as needed.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree in finance, economics, or accounting</li><li>4+ years of related credit experience</li><li>MBA a plus</li><li>CFA or CFA Candidacy helpful but not required, or willingness to obtain</li><li>Your knowledge of bank/broker-dealer industry, capital markets products, and financial statement analysis</li><li>Strong analytical, written, and oral communication skills that will be leveraged in influencing decisions</li><li>Your ability to work effectively in a trading environment, prioritize workload and contribute as a member of a dynamic, fast paced team</li><li>Strong teammate who is proactive, takes initiative, and communicates effectively with others</li><li>Your experience with Bloomberg, S&amp;P Capital IQ, PowerPoint, Excel, Tableau/Power BI a plus</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Performing written credit analysis on assigned new and existing bank/broker-dealer counterparts and establishing appropriate credit limits and guidelines based on analysis</li><li>Monitoring and escalating credit and market exposure as necessary, utilizing various financial tools to assess, monitor, and measure daily counterparty activity</li></ul><ul><li>Collaborating with the FCM trading desks, product teams, middle and back offices, treasury, as well as legal, risk, compliance partners to resolve issues and support the needs of the business/products</li><li>Developing and implementing credit risk monitoring techniques and assisting in the evaluation of new products and trading systems for the business and the Credit Risk group</li><li>Participating in the development, enhancement and testing of risk management systems</li><li>Supporting the development and training of risk associates within the group</li></ul><p><strong>The Team</strong></p><p>The Fidelity Institutional (FI) Credit Risk Management Team sits within the Fidelity Enterprise Risk Management organization and is part of the Credit and Counterparty Center of Excellence. The team is responsible for credit risk assessments of new and existing counterparties/clients including but not limited to banks, broker-dealers, hedge funds, registered investment advisers and corporations.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $80,000-153,000 USD 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>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.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Manager, Credit Risk

<br>Position Title: Property Coordinator<br> <br>Location:  Timonium, MD<br> <br>Full Time/Part Time: Full time | Full time<br> <br>Req ID:  R331-2025<br> <br>Description:  <p>******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are seeking a Property Coordinator to assist and support the Property Manager with the day-to-day management of their portfolio of properties.  Primary focus is related to administrative functions and tenant / vendor relations including, but not limited to the following:  collection of vendor bids and preparation of contracts related to repairs, maintenance and Capital Improvement projects; review and coding of all vendor invoices; coding and processing of all Job Cost related documents; re-class of expenses; coordination of vendor work, annual inspections (ex. Fire systems, alarm systems, backflows etc.), open &amp; close of utility accounts; vacancy cleanouts and vacancy profiles; assist Property Manager in maintaining Emergency Response Plans for each site, including current contact information for all “first responders”, tenants, utilities, etc.; assist Property Manager with the preparation of annual budgets; coordination of travel and expense reports;</p><p>Daily review and response to cases logged in Kimco’s Customer Service platform; issue work orders to vendors and follow-up to ensure work orders have been completed; maintain a Best-In-Class relationship with tenants via verbal and written communications.</p><p>Requirements:</p><ul><li><p>Background in retail commercial real estate </p></li><li><p>At least two years of experience in a fast-paced corporate setting </p></li><li><p>Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook and Access)</p></li><li><p>Bachelor's degree or equivalent working experience</p></li><li><p>Prior administrative experience</p></li></ul><p>The expected salary range for this position is between $60,000 and $65,000.  The actual compensation will be based on factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, market and business considerations and other factors permitted by law.</p><p>** Kimco Realty is an Equal Opportunity Employer – Veteran/Disability **</p><br> <br>About Us:  <p>Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders.</p><br>Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week. <br> <br>Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of September 30, 2025, the company owned interests in 564 U.S. shopping centers and mixed-use assets comprising 100 million square feet of gross leasable space.<br><br><br><br><p>PI279190755</p>

Kimco Realty Corporation

Property Coordinator

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>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.</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>

Financial Representative - Brookfield, WI

<h3>Job Description:</h3><p><strong>Director, Brokerage Risk</strong></p><p>The 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.</p><p><strong>The Expectations for this Role</strong></p><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><p><strong>The Expertise and Skills You Bring</strong></p><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><p><strong>Behavioral Attributes</strong></p><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><p><strong>The Team</strong></p><p>Brokerage 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.</p>The base salary range for this position is $110,000-222,000 USD 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>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.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Director, Risk

<h3>Job Description:</h3><p><strong>Managing Director, Relationship Manager</strong></p><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 40 – 50 client relationships that may range $10 – $40M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li><p>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.</p></li><li><p>3+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</p></li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~35% of travel.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li><p>Your retirement plan record keeping and administration experience.</p></li><li><p>Your relationship management experience.</p></li><li><p>You have excellent verbal and written communication skills.</p></li><li><p>Your excellent organization and time leadership skills and attention to detail.</p></li><li><p>You have shown problem-solving skills.</p></li><li><p>Your effective presentation skills, influence and negotiation skills.</p></li><li><p>You have experience working with Financial Advisors.</p></li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li><p>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</p></li><li><p>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s 'trusted advisor' in partnership with the Plan’s Advisor.</p></li><li><p>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</p></li><li><p>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</p></li><li><p>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</p></li><li><p>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</p></li><li><p>Differentiating Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</p></li><li><p>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</p></li><li><p>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</p></li><li><p>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</p></li><li><p>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</p></li><li><p>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</p></li><li><p>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</p></li><li><p>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</p></li><li><p>Developing strong working relationships internally.</p></li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p>The base salary range for this position is $80,000 - $130,000 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><br>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>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.</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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></li></ul>The base salary range for this position is $60,000 - $75,000 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><br>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>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.</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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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