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<h3>Job Description:</h3><p><strong>Compliance Analyst</strong></p><p>The Analyst within the Compliance Governance and Oversight team at Fidelity Digital Assets (FDAS) plays a crucial role in ensuring the organization’s adherence to regulatory standards and internal policies in the dynamic digital assets sector. This position involves supporting compliance initiatives, developing control frameworks, and promoting ethical conduct across the organization. As a member of the Compliance Testing team, this role focuses on supporting the development and execution of testing and risk assessments for compliance needs.</p><p>This role is integral to FDAS’s commitment to ethical conduct and compliance with regulatory and legal obligations, ensuring that the organization operates within the bounds of applicable laws and maintains the trust of its stakeholders.</p><p><strong>The Role</strong></p><p>• <strong>Regulatory Risk and Control Mapping:</strong> Assist in developing and executing programs that map regulatory risks and controls, ensuring compliance with applicable laws and regulations.</p><p>• <strong>Compliance Testing:</strong> Support the development of a compliance testing program and testing activities including collaborating across business functions and reporting to leadership.</p><p>• <strong>Compliance Risk Assessment:</strong> Support the compliance risk assessment planning, execution, and evaluation process, as needed.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>• <strong>Educational Background:</strong> A bachelor’s degree is required, degrees in law, finance, business administration, or a related field is preferred.</p><p>• <strong>Experience:</strong> A minimum of 4 years in compliance, risk management, or legal roles, with experience in highly regulated industries like financial services. Strong attention to detail and experience working on procedures and controls.</p><p>• <strong>Regulatory Knowledge:</strong> Familiarity with compliance laws, regulations, and industry standards, particularly those relevant to digital assets and financial services.</p><p>• <strong>Testing Experience:</strong> Exposure testing approaches through risk assessment, control testing, compliance testing, audit, gap analysis, or other investigative processes.</p><p>• <strong>Analytical and Problem-Solving Skills:</strong> Ability to identify compliance vulnerabilities and develop corrective action plans.</p><p>• <strong>Communication and Leadership:</strong> Strong interpersonal skills to effectively collaborate in a fast-paced environment with various departments to cultivate a culture of compliance.</p><p>• <strong>Project Management:</strong> Comfort in dynamic environments, ability to shift priorities and manage projects across multiple functions and timelines.</p><p>• <strong>Certifications:</strong> Professional certifications such as Certified Compliance &amp; Ethics Professional (CCEP) are advantageous.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $74,000-141,000 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>Compliance

Fidelity Investments

Compliance Analyst

<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>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>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</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</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 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Shrewsbury, MA

<h3>Job Description:</h3><p>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on Advanced Analytics initiatives and programs supporting Marketing. These initiatives will drive optimization and efficiency for Fidelity Workplace Investing (WI) Marketing across all channels (Paid, Owned, Earned, and Shared) and a diverse array of tactics. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li><p>Bachelor’s or equivalent with 5+ years of experience.</p></li><li><p>Knowledge of statistical and econometric methods and techniques including experimental design (RCTs/lift studies), Difference-in-Differences; Regression Discontinuity, Synthetic Control, and Bayesian time series modeling.</p></li><li><p>In depth knowledge of Marketing Analytics and at least one of the following: incrementality testing, Marketing Mix Modeling (MMM), and omni-channel customer journey mapping.</p></li><li><p>Ability to translate model outputs into actionable insights for budget allocation and optimization.</p></li><li><p>Experience working with data environments and strong knowledge of SQL to clean, transform, manipulate, and merge large datasets from multiple sources.</p></li><li><p>Proficiency in Python or R.</p></li><li><p>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</p></li><li><p>Working experience with Tableau or Power BI.</p></li><li><p>Experience in interacting with cross functional partners within the organization and crafting and delivering presentations that clearly convey the key insights to senior stakeholders.</p></li><li><p>Understanding of B2C marketing concepts such as segmentation and personalization.</p></li><li><p>Financial industry experience, a plus.</p></li><li><p>Experience with cloud tools/platforms (e.g., AWS SageMaker) for model deployment, a plus.</p></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>You will serve as Senior Manager for analytics &amp; insights focused on initiatives that serve Workplace (WI) Marketing. You will play a key role in applying analytics to enable data-driven, evidence-based, decision-making for a modern marketing organization.</p><p>You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of actions across channels.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</p></li><li><p>You have a deep understanding of analytical techniques and how to apply them to address a particular problem or question.</p></li><li><p>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</p></li><li><p>You have knowledge of analytic technology software, platforms, and languages (e.g., SQL, R, Python, Tableau, Power BI, Adobe Analytics)</p></li><li><p>You know how to acquire data from multiple sources/environments and transform it for analytics.</p></li><li><p>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints.</p></li><li><p>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</p></li><li><p>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience.</p></li><li><p>You understand how to leverage qualitative data to identify opportunity areas.</p></li><li><p>You can think on your feet and respond effectively when priorities change.</p></li><li><p>You strive to better communicate data through data visualization and storytelling.</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>You develop and deliver analytical data and insights to solve business problems.</p></li><li><p>You enable partner stakeholders to make objective, informed decisions.</p></li><li><p>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.</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>

Senior Manager, Data Analytics and Insights

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data. As a Data Conversion Manager, you’ll play a critical role in onboarding clients and ensuring seamless integration into our equity compensation platform. This role offers the opportunity to work in a collaborative, fast-paced environment where your contributions directly impact client success.</p><p><strong>The Team</strong></p><p>The Data Conversion Manager is part of the Stock Plan Services Implementation Team responsible for the conversion of client data as well as file feed integration onto the SPS platform. The team supports both new client implementations and ongoing changes (conversions, mergers, spinoffs, payroll conversions), working in a collaborative and innovative environment. The Data Conversion Manager manages projects in the emerging mid and large market segment related to file feeds, plan adds and new business projects.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>1-3 years of project coordination and delivery experience</li><li>Client-facing experience</li><li>Equity compensation knowledge preferred</li><li>Experience with Mainframe and Systems Development Life Cycle</li><li>BS/BA Degree, Business Management or Computer Science preferred</li><li>Proven project management and process skills within data-centric projects</li><li>Confident presence in front of clients and key business partners</li><li>Strong data analysis capabilities</li><li>Proficiency in Microsoft Excel and related tools</li><li>Critical thinker with sound decision-making skills</li><li>Excellent relationship-building and communication skills</li><li>Advanced problem-solving skills with the ability to assimilate information quickly</li><li>Demonstrates adaptability in dynamic environments</li><li>Ability to work independently</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Manage the end-to-end data conversion process from requirements gathering to successful production load</li><li>Build strong partnerships with business partners, clients, and third-party vendors</li><li>Effectively balance multiple assignments and priorities</li><li>Communicate project status and technology issues to sponsors, stakeholders, and senior management</li><li>Collaborate with Workplace Investing management teams and business partners to share approaches, develop solutions, and improve capabilities</li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position </p><h3>Certifications:</h3><h3>Category:</h3>Client 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>

Data Conversion Manager - Equity Compensation

<h3>Job Description:</h3><h3>The Role</h3><p>As the SVP and Head of Enterprise Analytics Platform, you will be responsible for defining and executing the long-term vision and strategy for the firm's analytical technology stack, which supports enterprise-wide descriptive, diagnostic, and predictive analytics at Fidelity Investments. This position is accountable for leading the strategic advancement of the analytics platform beyond its current capabilities, ensuring that it consistently delivers excellence in scalability, performance, reliability, and cost-efficiency across all Fidelity business units. Additionally, this role is tasked with overseeing both the development of future-state solutions and the effective management and governance of the existing Snowflake-on-AWS environment.</p><p>This position reports directly to the SVP &amp; CIO, Global Head of Enterprise Data and AI. The preferred locations for this role are Boston, MA; Westlake, TX; or Durham, NC, though flexibility will be considered for highly qualified candidates.</p><p>Your responsibilities include:</p><ul><li><strong>Platform Strategy &amp; Vision</strong>: Define and execute the strategic roadmap for the entire Analytics Platform, driving adoption of modern, cloud-native data consumption patterns (e.g., Data Mesh principles, Data Fabric architecture, advanced data virtualization, etc.).</li><li><strong>Engineering Leadership</strong>: Direct the Platform Engineering and Data Engineering teams responsible for the ingestion pipelines, data modeling, data quality enforcement, and self-service provisioning capabilities.</li><li><strong>Technology Ownership</strong>: Full P&amp;L and operational oversight for the Enterprise Analytics Platform Ecosystem, including workload management, security hardening, governance, and cost optimization at scale.</li><li><strong>Tooling &amp; Enablement</strong>: Govern the selection, procurement, and standardization of Business Intelligence (BI) Tools and Engineering Solutions to ensure consistent user experience, performance, and compliance across consumer-facing and internal BI applications.</li><li><strong>Operational Excellence</strong>: Establish rigorous Service Level Objectives (SLOs) and run the Platform Operations function, ensuring 24/7 availability and rapid incident resolution for all mission-critical analytical workloads.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required; advanced STEM degree preferred.</li><li>15 + years of general experience and 10+ years of experience in leading teams with data engineers, software engineers, cloud architects, and analysts (or data scientists) to deliver data and analytics work products.</li><li>Experience with modern data and analytics reference architecture, including ML Ops, model management, data pipeline management, and visualization.</li><li>Experience with major cloud platforms such as Snowflake and AWS (or other public cloud).</li><li>Capability to drive open-source implementation, public cloud development environment with hands-on experience with development operations, automation, and testing technologies.</li><li>Strong executive communication &amp; leadership presence, engaging with executive leadership (C-Suite) are required to frequently participate in core initiatives and has broad exposure to executive leadership.</li><li>Consistent record of operations collaboration and delivery with the ability to build key relationships and influence business partners on enterprise objectives.</li><li>Ability to challenge the status quo and facilitate the exchange and creation of ideas to address business challenges and improve performance.</li><li>Excellent talent skills and agile operating model experience with ability to develop impactful teams by setting clear goals and holding self and others accountable to standards of excellence.</li><li>Strategically minded; enabling ability to lead the development and implementation of an enterprise strategy and achieve financial and growth goals.</li></ul><h3>The Team</h3><p>You will serve as a senior leader within the Enterprise Technology team, reporting to the Global Head of Enterprise Data and AI function. In this role, you will collaborate with various Business Units, Enterprise Architecture, Cybersecurity, AI Technology, and AI/ML Solutions teams to drive meaningful impact and foster innovation across the $16+ trillion global financial ecosystem.</p><p>Focus on enterprise technology platform capability delivery working with leaders and teams across the enterprise in a collaborative way to ensure digitization strategies are advanced. Much of the work completed must be done in conjunction with technology and operations teams in the businesses.</p>The base salary range for this position is $185,000-$400,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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>Data Analytics and Insights

SVP and Head of Enterprise Analytics Platform

<h3>Job Description:</h3><p>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on Advanced Analytics initiatives and programs supporting Marketing. These initiatives will drive optimization and efficiency for Fidelity Workplace Investing (WI) Marketing across all channels (Paid, Owned, Earned, and Shared) and a diverse array of tactics. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. </p><p>The <strong>Expertise</strong> We’re Looking For </p><ul><li><p>Bachelor’s or equivalent with 5+ years of experience.</p></li><li><p>In depth knowledge of Marketing Analytics including Marketing Mix Modeling (MMM), incrementality testing, and omni-channel customer journey mapping.</p></li><li><p>Strong knowledge of statistical and econometric methods and techniques including experimental design (RCTs/lift studies), Difference-in-Differences; Regression Discontinuity, Synthetic Control, and Bayesian time series modeling.</p></li><li><p>Ability to translate model outputs into actionable insights for budget allocation and optimization.</p></li><li><p>Experience working with data environments and strong knowledge of SQL to clean, transform, manipulate, and merge large datasets from multiple sources.</p></li><li><p>Proficiency in Python or R.</p></li><li><p>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</p></li><li><p>Working experience with Tableau or Power BI.</p></li><li><p>Experience in interacting with cross functional partners within the organization and crafting and delivering presentations that clearly convey the key insights to senior stakeholders.</p></li><li><p>Understanding of B2B marketing funnels, long sales cycles, and causal inference challenges.</p></li><li><p>Financial industry experience, a plus.</p></li><li><p>Experience with cloud tools/platforms (e.g., AWS SageMaker) for model deployment, a plus.</p></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>You will serve as Senior Manager for analytics &amp; insights focused on initiatives that serve Workplace (WI) Marketing. You will play a key role in applying advanced analytics to enable data-driven, evidence-based, decision-making for a modern marketing organization.</p><p>You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of actions across channels.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</p></li><li><p>You have a deep understanding of analytical techniques and how to apply them to address a particular problem or question.</p></li><li><p>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</p></li><li><p>You have knowledge of analytic technology software, platforms, and languages (e.g., SQL, R, Python, Tableau, Power BI, Adobe Analytics)</p></li><li><p>You know how to acquire data from multiple sources/environments and transform it for analytics.</p></li><li><p>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints.</p></li><li><p>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</p></li><li><p>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience.</p></li><li><p>You understand how to leverage qualitative data to identify opportunity areas.</p></li><li><p>You can think on your feet and respond effectively when priorities change.</p></li><li><p>You strive to better communicate data through data visualization and storytelling.</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>You develop and deliver analytical data and insights to solve business problems.</p></li><li><p>You enable partner stakeholders to make objective, informed decisions.</p></li><li><p>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Workplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.</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>

<h3>Job Description:</h3><h3><strong>The Team </strong></h3><p>As a member of the HR Vendor Management team, you will be responsible for independently driving vendor risk initiatives supporting Enterprise HR. This role will have a strategic focus with vendor risk, compliance, analytics and other HR Vendor Management related initiatives for the HR vendor portfolio. You will collaborate with our HR Vendor Managers, HR Business partners, CST, HR Risk, VROCOE, ISO, ECS, and other key partners to support goals and initiatives, while partnering with Vendor Managers to hold our external vendors accountable through Risk oversight. By accomplishing the above, you will improve risk-based decision making for our portfolio of supported vendors and improve the strategic role of our centralized team.</p><h3><strong>The Expertise You Have: </strong></h3><ul><li>Bachelor’s degree required or equivalent (and relevant) experience.</li><li>5-7 years of proven experience in Vendor Management, Compliance, or Risk related role.</li><li>Extensive Fidelity expertise and proven experience interacting with all levels of the organization.</li></ul><h3><strong>The Skills You Bring: </strong></h3><ul><li>You are an excellent communicator and have strong facilitation, influencing skills and negotiating skills, with strong executive presence.</li><li>You have the ability to independently drive and lead sophisticated vendor initiatives with minimal oversight.</li><li>You are organized and can lead multiple projects or activities simultaneously and deliver results in an accurate and timely manner.</li><li>You have an ability to develop and improve partnerships with peers, leaders, vendors and other partners.</li><li>You have a strong background and/or experience in HR, Vendor Management, Compliance, or Risk processes.</li><li>You are eager to be a part of a growing team with a strong focus on establishing processes, guidelines and standards across a dynamic organization.</li><li>Willing to promote vendor management standards as well as assisting with compliance / risk process documentation, analytics, business process improvements, and technical enhancements.</li><li>Provide mentorship to junior team members with a focus on training &amp; development in the risk and compliance areas.</li></ul><h3><strong>The Value You Deliver: </strong></h3><ul><li>Coordinate, monitor, and ensure timely compliance of all aspects of Vendor Risk related activities and initiatives for the HR vendor portfolio. Examples include BCP, SOC Reviews, VTR Program, AI, Architecture, Vulnerabilities &amp; High-Risk areas</li><li>Leverage data-driven approach into the proactive management and oversight of HR vendor portfolio.</li><li>Provide strategic oversight of reporting &amp; analytical needs across team.</li><li>Maintain deep knowledge of the relationship’s overall risk profile and contribute to the resolution of risk-related events.</li><li>Provide oversight and team accountability for the Enterprise Vendor Management policy.</li><li>Provides analysis and make recommendations for problem resolution of moderate to complex problems/issues.</li><li>Support production of recurring dashboards and/or scorecards for Vendor Managers.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Risk<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>

HR Vendor Risk Manager

<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>

Financial Representative - Naples, FL

<h3>Job Description:</h3><p><strong>This job requires you to live in Kansas City, MO, as you will be working with local clients onsite some days. </strong></p><p><strong>The Role</strong></p><p>The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.</p><p>Specific responsibilities include:</p><ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul><p><strong>The Team</strong></p><p>The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.</p><ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul><p>Joining WEPA means that you will:</p><ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p>We invite you to Find Your Fidelity at fidelitycareers.com</p><h3>Certifications:</h3>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>

Workplace Financial Consultant - Kansas City, MO

<h3>Job Description:</h3><p><strong>Please Note: Fidelity will not provide visa sponsorship for this position.</strong></p><p><strong>Senior Data Analytics and Insights Analyst</strong></p><p><strong>The Role</strong></p><p>Advanced Process Solutions (APS) within Enterprise Technology is seeking a Senior Data Analytics and Insights Analyst to join our team. In this role you will provide Data Analytics and Insights to our leaders and stakeholders providing thoughtful insights that lead to executive decisions, better experiences, and outcomes.</p><p>Are you known for creating compelling, actionable insights with your data and analytic skills? Come join a world-class analytics team and work in an agile way to help power Fidelity forward.</p><p><strong>The Expertise and Skills you Bring:</strong></p><ul><li>Possess 5+ years’ experience and a bachelor’s degree or equivalent experience.</li><li>2+ years of demonstrated experience in Data Management, Data Analytics, or any relevant field.</li><li>Demonstrated expertise in one or more of the following disciplines: Data Governance, Data Privacy, Data Catalog, Data Quality and Business Analysis</li><li>Experience with SQL, Python and Data Visualization tools (Tableau, PowerBI, Excel (Macros, Pivot Tables, advanced features)</li><li>Naturally collaborative with experience working in an Agile environment, including with remote teams, both on and offshore</li><li>Your data tells a story, and the able to present complex data and statistics structured in a symbiotic and clear visual manner.</li><li> Possess excellent written, oral communication, project management and presentation skills.</li><li>Analytic expertise working with structured and unstructured data to identify key insights.</li><li>Oversee the collection, analysis, and interpretation of large and complex sets of data.</li><li>Ensure the accuracy, completeness, and quality of data.</li><li>Generate analytical insights using a range of analytical tools and techniques.</li><li>Collaborate with stakeholders to understand their data needs and requirements.</li><li>Build, develop and maintain data models, dashboards, and reporting systems.</li><li>Identify optimization opportunities and process improvements.</li><li>Analyze, interpret, and report results of analytical initiatives to stakeholders and relevant teams.</li><li>Implement quality controls to ensure quality standards and regulatory requirements are met.</li><li>Communicate results and business impacts of insight initiatives to stakeholders.</li><li>You bring passion to your work and operate with a sense of purpose that inspires and motivates those you work with</li><li>You are intellectually curious, always eager to learn new skills and share the knowledge with others.</li><li>You bring a data-driven approach to decision making.</li><li>You have experience in partnering with key stakeholders to understand their needs and delivering solutions to meet or exceed their expectations.</li></ul><p><strong>The Team </strong></p><p>We bring alignment, structure, and transparency across the portfolio, cutting through complexity so teams can deliver meaningful outcomes for our associates and business partners.</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>

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