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<h3>Job Description:</h3>Onboarding and Implementation Manager Note: Fidelity is not providing immigration sponsorship for this positionThe Role Fidelity Private Shares is seeking an energetic, analytical individual to join our client services team as an Onboarding and Implementation Manager. In this role, you will be the first touchpoint for our customers after they’ve signed on. Your job is to bring their onboarding journey to life—making it simple, engaging, and impactful. You’ll play a huge role in shaping their first impression of FPS and setting the client up for long-term success. You will also work cross-functionally with Sales, Product, and Development teams to identify opportunities to optimize the onboarding process. Primary responsibilities include: <ul><li>End-to-end implementation – Manage and execute new client implementations of Fidelity Private Shares from start to finish, reviewing and organizing their legacy equity management data for import into the FPS platform. </li></ul><ul><li>Simplify Complexity – Explain technical concepts clearly to users with varying levels of experience </li></ul><ul><li>Improve Customer Satisfaction – Contribute to an exceptional experience by resolving onboarding challenges and helping users hit the ground running. </li></ul><ul><li>Handle Escalations – Confidently manage and de-escalate onboarding issues when needed, always aiming for a positive outcome. </li></ul><ul><li>Meet Key Metrics – Achieve KPIs focused on time to onboard, CSAT, efficiency, and customer activation milestones. </li></ul><ul><li>Collaborate across teams – Identify ways to optimize the onboarding process, remove friction points and shorten the time that our clients spend in onboarding. </li></ul>The Expertise and Skills You Bring <ul><li>3-5 years of experience owning end-to-end implementations for a B2B SaaS product. </li></ul><ul><li>Familiarity with the subject matter or the functionality of equity management platforms is preferred. </li></ul><ul><li>Strong Excel skills are essential. </li></ul><ul><li>Excellent verbal and written communication skills and comfort with client communication is essential. </li></ul><ul><li>Builder mindset. Ability to think critically about existing processes and propose opportunities for improvement. </li></ul>The Team Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers. The base salary range for this position is $79,000-153,000 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>Client Service

Fidelity Investments

Onboarding and Implementation Manager

<h3>Job Description:</h3>The Role Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:<ul><li>Sales Execution &amp; Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.</li><li>Client Growth &amp; Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment</li><li>Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation</li><li>Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.</li><li>Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.</li><li>Centers of Influence &amp; Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.</li><li>Series 7 &amp; 63 licenses required (pass within 90 days)</li><li>10+ years of financial services experience </li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The Team We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!The base salary range for this position is $100,000 - $155,000 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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director, Model Portfolios

<h3>Job Description:</h3>The Role<ul><li>Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences.</li><li>Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results</li><li>Leading the testing service team to find solutions when complex issues or errors arise.</li><li>Assist in setting proper expectations for new clients (sales) and plan sponsor contacts</li><li>Building the confidence of clients in Fidelity’s services by offering solutions to test failures</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree Required</li><li>5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing services.</li><li>4+ years of Defined Contribution nondiscrimination testing experience required</li><li>ASPPA credentials - QKA, QPA preferred</li><li>In-depth nondiscrimination testing experience</li><li>Can review test results and efficiently gain understanding of a plan’s design</li><li>Understanding of the Employee Plans Compliance Resolution System (EPCRS), and how to apply EPCRS rules to plan corrections</li><li>Can discuss and explain complex regulatory topics with any audience, tailoring your delivery to the audience</li><li>Collaborate with Plan Sponsors and internal business partners to build consensus</li><li>Multitask client work, internal project work, and other responsibilities</li><li>Strong organization skills and keep detailed records of your work</li><li>Can manage at-risk client relationships</li><li>Research topics independently and deliver solutions to complex regulatory issues</li><li>Communicate effectively, work well in a team environment, and possess good presentation skills.</li><li>Possess great problem-solving skills including the ability to manage escalated issues.</li><li>Have the ability to negotiate and influence.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Compliance Advisor role resides in Testing and Reporting Services (TRS) within Workplace Investing (WI). TRS provides and completes Employer Calculations and Additional Testing (ECAT), Plan Year End Summary Reporting, Minimum Coverage and Nondiscrimination Testing, Form 5500 completion and Audit Support for the plan’s year-end audit. The Compliance Advisor will provide regulatory support and guidance for TRS ECAT Associates and their associated Plan Sponsors. In this role, you will assist ECAT Associates with allocation and 3-year cycle testing general daily support, regulatory questions, and preparation for conversations with Plan Sponsors, legal counsel, and internal business partners surrounding regulatory requirements, results delivery and Compliance Consultant support. A small amount of production may be required<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Annual & Additional Defined Contribution Testing

<h3>Job Description:</h3>The RoleAre you an upbeat leader that thrives while working with teams to design and deliver exceptional products to clients?The FIT organization is seeking a strong program leader to be responsible for leading activities associated with the delivery, readiness and overall execution of FI programs and FI and IWMS projects.The role will require hands-on planning, program management and cross BU collaboration on large-scale, strategic program and projects. This individual will work closely with the executive sponsors, Product Areas and Stakeholders to ensure that the initiative stays on track and delivers value to our customers.The Expertise and Skills You Bring<ul><li>Demonstrated experience collaborating and building positive relationships within a sophisticated agile organization, ideally in financial services.</li><li>Outstanding communication, interpersonal and presentation skills, with specific strengths in communicating with senior leaders.</li><li>Ability to enable and drive synchronization and partnership between squads and program team for clear communication and effective execution.</li><li>Excellent problem-solving skills and the ability to think through problems, assess a variety of factors and recommend solutions.</li><li>Flexibility and the skill to both lead and contribute to workstreams are a must.</li><li>Consistent track record leading sophisticated programs by balancing execution, priorities, dependencies, risk factors, compliance to regulatory and internal controls while meeting client expectations.</li><li>Strong attention to detail as well as effective time management abilities</li><li>Demonstrated self-starter that thrives in an independent environment</li><li>Relevant program management and technology leadership focus is significantly beneficial.</li><li>Demonstrated ability working within a product management, project management team or relevant experience is preferred.</li><li>Assimilate business needs with operational, technical and readiness requirements of a program.</li><li>Drive and enable strategic programs within Fidelity Institutional and across Fidelity within our agile framework.</li><li>Partner with business unit partners, domains, product areas, business owner(s), and technology teams to develop scope and project tasks. Developing realistic, workable iterative plans, identifying dependencies and risks and providing transparency to leadership around progress.</li><li>Provide leadership and oversight associated with balancing customer expectations during iterative development, coordinating customer communications, and implementing effective governance.</li><li>Liaise with legal, risk, compliance, and audit as required.</li><li>Champion standard tools and agile ways of working (e.g., JIRA Align) to run program activities, track dependencies, create qualitative and quantitative executive reporting.</li><li>Liaise with initiative executive sponsors to ensure continued alignment with initiative’s objectives.</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamFidelity Institutional Technology enables business partners to win in their respective marketplaces by designing, building, and maintaining technology platforms and products for Fidelity Institutional (FI). FI offers investment insights, strategies, and solutions, as well as trading and prime brokerage services, to a wide range of wealth management firms, asset managers, and institutional investors.Strategic Enablement partners with strategy, business and technology leaders to construct and complete programs that maximize value for FI and its customers. We believe that the most impactful results happen when professional role expertise and business expertise converge to produce a well-informed business outcome. Mix in a strong sense of community and you have an organization that can deliver software solutions that are flexible to meet the needs in the constantly evolving landscape that we compete in and provide the best customer experience for our clients.<h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Strategic Program Management

<h3>Job Description:</h3>Senior Compliance Advisor, Fidelity Capital Markets<h3>The Role</h3>As a member of the Fidelity Capital Markets (FCM) Compliance team, you will serve as an informed and trusted business partner, promoting a culture of ethical conduct and commitment to compliance. The Senior Compliance Advisor, Fidelity Capital Markets will be responsible for providing a broad range of direct advisory support to a number of trading desks and product areas within FCM. The Senior Compliance Advisor will provide technical and interpretative guidance to FCM personnel. As a compliance associate for FCM, you will build and maintain relationships with business partners, advise on policy matters, and coordinate key compliance activities relevant to FCM.<h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s degree with minimum 3-5 years of work experience (MBA or law degree is a plus).</li><li>Background in Compliance in a trading environment and/or relevant experience with a securities regulator.</li><li>Background in Equity sales and trading coverage is a plus.</li><li>Understanding of the capital markets business, securities markets, and equity sales and trading and associated regulations.</li></ul><h3>The Value You Deliver</h3><ul><li>Strong analytical, interpersonal, and problem-solving skills, as well as intellectual curiosity and sharp investigative skills.</li><li>Ability to simultaneously identify, prioritize, and address core regulatory and compliance issues in a fluid trading environment, as well as quickly respond to shifts in priorities.</li><li>Ability to build relationships and collaborate with colleagues and business partners in a fast-paced environment.</li><li>Ability to build trust and negotiate with staff from all levels of the organization.</li><li>Outstanding organizational skills, including managing project work while also contributing individual work.</li><li>Accountability and ownership of issues and initiatives, with an ability to independently exercise sound judgment and see projects through to completion.</li><li>Strong written and oral communication skills. </li><li>High degree of integrity and strong work ethic; orientation toward results.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>Within Fidelity Institutional, FCM provides innovative trading and technology solutions, and execution services across multiple asset classes for institutional investors. The FCM Compliance team provides Compliance advisory support to FCM sales, trading, and product desks. The team develops and maintains written supervisory procedures, compliance policies and other documentation. We implement necessary Compliance structure and changes due to new or amended regulatory requirements applicable to product areas, as well as support the introduction of new products and service initiatives by providing Compliance advice and developing the appropriate Compliance/supervisory infrastructure. We design and deliver targeted training to business personnel and assist regulatory inquiries/exam staff in responding to relevant regulatory matters. By remaining abreast of emerging regulatory issues that may impact Fidelity by analyzing relevant enforcement matters, we help support a culture of Compliance.The base salary range for this position is $85,000-171,000 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>Compliance

Senior Compliance Advisor

<h3>Job Description:</h3>Vice President, Planning &amp; Engagement The RoleThe Vice President of Planning &amp; Engagement partners with Fidelity’s largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants.As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity’s participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning &amp; Advice, our premium advice solution for plan participants. The trust you help build with your clients will position Fidelity as a strategic partner who they actively promote to their employees.The VP of Planning &amp; Engagement drives planning &amp; advice engagements participants, helping them improve their overall Financial Wellness and opening the door to lifetime relationships.The Expertise and Skills You Bring <ul><li>Highly effective networker and relationship builder</li><li>Ability to anticipate client needs and concerns, and proactively propose solutions client needs and concerns, and proactively propose solutions</li><li>Tenacious problem solver and strong project manager</li><li>Ability to analyze sophisticated data and present findings in a clear and compelling way</li><li>Bachelor's degree, MBA preferred</li><li>10+ years in Financial Services, with solid understanding of the retirement industry</li><li>Experience building productive client relationships in a client management or sales role</li><li>FINRA Series 7 &amp; 63 required</li></ul>The TeamThe team is focused on developing a strong understanding of our clients’ priorities regarding the planning needs of their participants. We bring to life how Fidelity’s planning and advice capabilities can help their participants meet their financial goals. We lead consultative discussions to develop strategies to build awareness and drive utilization of Fidelity’s key solutions: Financial Wellness, Personalized Planning &amp; Advice, Planning &amp; Advice, Stock Plan Services, Executive Services and our Retail offering.Internally, we optimally educate and influence key WI and PI business partners to ensure the best positioning of Fidelity’s planning and advice capabilities. We strive to effectively represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity’s Financial Wellness and planning &amp; advice offerings.Success in the role is based on driving increased usage of Fidelity’s Financial Wellness and planning &amp; advice capabilities while improving Plan Sponsor engagement, happiness, and retention. Critical to finding success will be your ability to build positive relationships with your clients and Fidelity’s Managing Directors.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Planning & Engagement

<h3>Job Description:</h3>Job DescriptionThe Purpose of Your RoleThe Regional Vice President, Advanced Planning (RVP Advanced Planning) is a member of the leadership team within Fidelity’s Advanced Planning and Leadership Development (APLD) organization and will report to the Head of APLD. The RVP Advanced Planning will help shape the future growth of APLD and provide key insights into strategy development, client engagement and experiences, and efforts to scale the delivery of advanced planning services and solutions to Fidelity Wealth Clients. The RVP Advanced Planning’s primary responsibilities will include:<ul><li>Delivery of Advanced Planning services throughout an assigned region(s), including the advocacy, wholesaling, education and training of complex planning topics and their integration within Fidelity’s planning ecosystem, including planning tools and solutions;</li><li>Demonstrate an ability to become a critically important member of the Wealth Regional Leadership Team (ie: 7 regions and PWM)</li><li>Forge strategic relationships with key leaders and stakeholders in the Investment Advisor Group to align strategy, support plan implementation and drive shared accountability for planning outcomes.</li><li>Lead, coach, and inspire a team of Advanced Planners</li><li>Collaborate with the APLD leadership team to oversee and supervise the delivery of non-discretionary financial planning advice and recommendations to clients. </li></ul>Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers #ADVANCED PLANNINGThe Expertise and Skills You Bring<ul><li>10+ years in the financial services industry, with success leading client facing teams responsible for delivering and implementing financial planning solutions for High Net Worth and Ultra High-Net-Worth clients</li><li>Proven ability to influence, coach and lead others</li><li>Attract, hire, motivate and lead are critical skills and responsibilities. Assessment of associate skills, placement of resources, compensation decisions, development plan creation are all part of the day-to-day responsibilities.</li><li>Any of the following designations preferred: CFP®, CPA, JD, M.T., LLM in taxation, or CFA</li><li>Demonstrated proficiency with complex financial planning concepts, including retirement and income planning, tax planning, and trust and estate planning</li><li>Strong command of Fidelity’s wealth and brokerage offerings, products, and solutions</li><li>Commitment to Fidelity’s Leadership Principles</li><li>FINRA Series 7,66, 9 and 10 (obtained within 90-days of employment)</li></ul>The TeamThe Advanced Planning and Leadership Development team collaborates with Fidelity’s advisors provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics. At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comThe base salary range for this position is $150,000 - $165,000 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>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Regional Vice President, Advanced Planning- Mid Atlantic

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard Law School?Join a community that combines excellence in legal education and scholarship with a deep commitment to justice. Here at Harvard Law School (HLS), you’ll find an environment that values who you are and encourages you to grow, inspire others, and make a meaningful impact. Wherever you are in your career journey, HLS is a place where you can thrive, contribute, and be part of something bigger. Job Description The Harvard Library Innovation Lab (LIL) seeks a User Support Coordinator to help us build tools and communities for open knowledge. Located at the Harvard Law Library, LIL is a fun and collaborative lab with a broad mission focused on re-envisioning how knowledge is created, preserved, and accessed. Please visit our website at <a href="https://lil.law.harvard.edu/" target="_blank">https://lil.law.harvard.edu/</a> to get a sense of our current projects and activities.&nbsp;&nbsp;LIL’s projects can range from large to small and can bring immediate benefit or prototype the future. Passion and creativity is required, as well as the ability to work collaboratively on long-term and short-term projects with a great team.&nbsp;&nbsp;Our work is open-source and openly available, with an eye to broad public interest impact. All of our team members participate in choosing and pursuing our research direction, and we welcome applicants with a strong sense of how they seek to make an impact through our work.&nbsp;&nbsp;As a User Support Coordinator, you will:&nbsp;<ul><li>Provide support via email, zoom, and in person to users of the Lab’s software.&nbsp;</li><li>Create educational materials and documentation for users of the Lab’s software.</li><li>Serve as main point of contact for user questions and troubleshoot problems.&nbsp;</li><li>Triage incoming email to the general inquiry inbox and assign to relevant team members.&nbsp;&nbsp;</li><li>Discuss patron needs with users and represent those needs in team meetings, helping us to form product strategy.&nbsp;&nbsp;</li><li>Learn in-depth features of our tools in order to teach them to others.&nbsp;&nbsp;</li><li>Prepare high-quality bug reports for software developers.&nbsp;&nbsp;</li><li>Participate in user outreach and community development for LIL projects; including social media, blog posts, promoting platforms to potential partners; coordinating symposiums or workshops.&nbsp;</li><li>Perform other duties as assigned.&nbsp;</li></ul> Qualifications Basic QualificationsMinimum of 3 years of relevant experience with a combination of customer service and technology.&nbsp;&nbsp;&nbsp;Additional Qualifications and SkillsWe are looking for people who have:&nbsp;<ul><li>Experience supporting users of technology platforms including academic technology.</li><li>Commitment to customer service.</li><li>Well-developed oral and written communication, and interpersonal skills.</li><li>Comfort working across multiple projects.</li><li>Ability to work collaboratively in a team environment.</li></ul> Additional Information Appointment End Date:&nbsp;This is a one-year term appointment with potential for renewal, subject to funding and departmental need.&nbsp;Standard Hours/Schedule: 35 hours per week; Full-time, M-F.Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this positionPre-Employment Screening: IdentityOther Information: This position is open to either remote applicants, or in-person applicants with a hybrid schedule. Remote work is permitted for applicants living more than 50 miles from Harvard campus, based on business needs and manager approval. All remote work must be performed within a state in which Harvard is registered to do business (CA, CT, GA, IL, MA, MD, ME, NH, NJ, NY, RI, VA, VT and WA).&nbsp;Travel may be required for this position as needed, including for quarterly on-site meetings, conferences, and events.&nbsp;&nbsp;All offers are made by HLS Human Resources.#LI-MH1Work Format DetailsThis position has been determined by school or unit leaders that the duties and responsibilities can effectively be performed fully remotely at a non-Harvard location. Employees in fully remote positions must work all scheduled hours in a Harvard registered state in compliance with the University’s Policy on <a href="https://harvie.harvard.edu/sites/g/files/omnuum12046/files/humanresources/files/employment_outside_ma_policy.pdf" target="_blank">Employment Outside of Massachusetts</a>. At the discretion of the department, fully remote employees may occasionally be required on site at a Harvard location. Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.
Salary Grade and RangesThis position is salary grade level 055. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Harvard University FAS Human Resources

User Support Coordinator

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Harvard Business School Executive Education brings together senior executives from the world’s most influential organizations, preparing them to reach the next level for their organizations and for themselves. Working closely with HBS’s world-class faculty, we design and deliver programs for individuals and for organizations, welcoming over 12,000 participants annually from over 130 countries. Programs range from a few days to multiple weeks. Most programs are delivered on the HBS campus, where participants live, learn, and dine together in dedicated Executive Education residences and facilities. Our programming includes in-person, virtual, and blended (combining both in-person and virtual learning) options. The Executive Education department consists of open enrollment, global, and custom program portfolio management; guest services; marketing; corporate sales; program operations; technology services; human resources; enrollment and admissions; and finance.&nbsp; Job Description Job SummaryThe Program Coordinator works alongside another Program Coordinator and Program Manager to make up an Executive Education Program Delivery team. The Program Coordinator is responsible for pre-planning through the delivery of Executive Education programs, coordinating all logistics, both on-site and virtual delivery, facilitation of remote sessions, and day-to-day operations for the team's assigned portfolio of programs.Position Description:<ul><li>Build trust&nbsp;and collaboration by being present on-site and engaging directly with colleagues and various constituents.</li><li>Work closely with faculty to confirm session details, coordinate program material, arrange IT and AV needs, and provide classroom support when programs are in session</li><li>Be the primary contact for faculty and participants for all pre, during, and post program-related support</li><li>Work closely with other HBS support departments to include operations, media services, housekeeping, catering, and other constituents to ensure appropriate operational support</li><li>Coordinate and administer program schedules for domestic and international programs</li><li>Build and maintain participant websites for each program</li><li>Coordinate experiential learning exercises and team-building activities</li><li>Maintain records to document faculty material, participant feedback, schedules, vendors, and evaluations associated with program delivery</li><li>Coordinate program logistics for on-campus programs, to include meals, housing, and special events, both on campus and at local venues</li><li>Coordinate and host online sessions to include sharing documents and videos, administering polls, coordinating breakout rooms, monitoring attendance, and facilitating communication with faculty, participants, and the technology team, delivered primarily via Zoom or the HBS Online Classroom</li><li>Use Salesforce to track and manage participant enrollment and cancellations, and other program-related data</li><li>Coordinate, process, and track program purchases and other expenses</li><li>Staff the program office when programs are in session</li><li>Facilitate online Zoom sessions.&nbsp;Coordinate online live sessions, working closely with the HBS Live Online Classroom team</li><li>Collaborate with other Exec Ed teams, including Program Directors, Enrollment and Admission Services, Finance, Client Services, Resource Allocation Associate Director, Coaching Directors, etc.</li><li>Support the larger program delivery team in “all hands-on deck” activities, including program assignments and coverage across teams</li><li>Support other projects, department-wide initiatives, and other responsibilities at the discretion of the program manager and program delivery directors</li><li>Responsible for other duties as assigned.</li></ul>Working Conditions<ul><li>Ability to work extended overtime hours (including some evenings and weekends) is a must.</li><li>This position may also include domestic or international travel depending on program needs<ul><li>First 90 days of employment fully in person, on-campus (hybrid option following)</li></ul></li></ul> Qualifications Basic Qualifications<ul><li>High school diploma, GED, or equivalent required.</li><li>3+ years of experience in customer service-oriented and/or administrative support role(s) or related experience is required.</li><li>Education beyond high school may count toward experience.</li><li>Microsoft Office (Word, Excel, PowerPoint, and Outlook) experience is a must.</li></ul>Additional Skills and Experience<ul><li>This position requires a team player with a willingness and ability to work with multiple groups within Executive Education and across campus in a fast-paced, customer-oriented, high-energy environment.</li><li>Demonstrated ability to think quickly, manage multiple priorities and generate solutions when unexpected problems arise.</li><li>Candidates must show strong verbal and written communication skills. Excellent customer service and organizational skills, as well as administrative coordination experience</li><li>Candidates must be highly motivated, solution driven, take initiative and work well both independently and in a team approach. Must be flexible, energetic, diplomatic and detail oriented.&nbsp;</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 40 hours per week, overtime eligible.</li><li>Compensation Range/Rate: $66,000 - $69,000 commensurate with experience.</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity</li><li>Other Information:</li><li>This is a hybrid position which we consider to be a combination of onsite and remote work at our Boston, MA based campus. Please note that for the first 90 days of employment, you will be expected to be onsite 5 days/week. This role is required to be onsite for the entire duration of a program when in-session. When not in session, Executive Education expects Program Delivery staff to be onsite a minimum of 2 days per week and departments to provide onsite coverage Monday – Friday. Specific hours and days onsite will be determined by business needs and are subject to change with appropriate advanced notice.</li><li>We may conduct candidate interviews virtually (phone and/or via Zoom) and/or in-person for this role.</li></ul>Work Format DetailsThis position has been determined by school or unit leaders that some of the duties and responsibilities can be effectively performed at a non-Harvard location. The work schedule and location will be set by the department at its discretion and based upon operational needs. When not working at a Harvard or Harvard-designated location, employees in hybrid positions must work in a Harvard registered state in compliance with the University’s Policy on <a href="https://harvie.harvard.edu/sites/g/files/omnuum12046/files/humanresources/files/employment_outside_ma_policy.pdf" target="_blank">Employment Outside of Massachusetts</a>. Additional details will be discussed during the interview process. Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.
Salary Grade and RangesThis position is salary grade level 053. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

Program Coordinator, Executive Education

<h3>Job Description:</h3>*Remote position located in IL, KY, OH, MO, MN, TX*As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services &amp; Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Role In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. The Expertise and Skills You Bring<ul><li>College degree preferred or equivalent work-related experience. </li><li>Ability to acquire Series 7 &amp; 63/65 within the first three months of employment. </li><li>Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. </li><li>Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. </li><li>Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. </li><li>Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. </li><li>Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. </li><li>Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. </li><li>Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. </li><li>Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. </li><li>Shown problem-solving skills. </li><li>Effective presentation skills, influence, and negotiation skills. </li><li>High emotional intelligence and interest in other human beings </li><li>Desire to roll your sleeves up and work with and for your teammates – Servant Leadership </li><li>Self-awareness and shown history of self-improvement </li><li>Analytical and critical thinking skills </li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver <ul><li>Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. </li><li>Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. </li><li>Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. </li><li>Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. </li><li>Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client </li><li>Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. </li><li>Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. </li></ul>The base salary range for this position is $120,000 - $200,000 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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

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