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<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Relationship Manager - Burlingame, CA

<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>The base salary range for this position is $45,000 - $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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Highland Park, IL

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, 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 develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Sunnyvale, CA

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p>The base salary range for this position is $115,000 - $200,000 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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

VP, Branch Leader- Torrance, CA

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>As a Compliance Director in Regulatory Management, you will have direct contact with the SEC, FINRA and other regulators on behalf of Fidelity Institutional (FI), with particular emphasis on complex matters involving sales, regulatory reporting, and trading matters. You will be responsible for responding to regulatory inquiries and handling examinations related to Clearing, Custody, and Capital Markets. Other businesses you will support include Operations &amp; Services group functions and enterprise-wide policies and functions impacting FI. We work to optimally be a phenomenal partner with regulators and work with integrity to protect Fidelity’s reputation!</p><p><strong>The Expertise We’re Looking For </strong></p><ul><li>Bachelor’s Degree required, JD or MBA or advanced business degree preferred</li><li>10+ years of financial services experience</li><li>Securities industry or regulatory experience preferred</li><li>Product knowledge to include operations, equities and fixed income sales and trading</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Your comprehensive understanding of securities markets, the brokerage business and applicable securities rules and regulations.</li><li>You can draft responses to regulatory inquiries, certain disciplinary actions and exam findings</li><li>You are proficient in Microsoft Excel</li><li>You are able to partner with the legal department concerning litigation, regulatory investigations and regulatory filings</li><li>You are effective when communicating with regulators and internal business partners</li><li>You thrive in a deadline driven, fast-paced environment</li><li>You are able to independently identity, analyze and resolve problems</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Independently responding to regulatory inquiries accurately and in a timely manner</li><li>Leading regulatory examinations in person or remotely.</li><li>Drafting timely, detailed, and accurate written communications to industry regulators</li><li>Sharing knowledge of securities markets and associated regulations</li><li>Conduct detailed research and collaborate with business partners, compliance peers, and Legal</li><li>Identifying core regulatory and compliance issues in a trading environment</li><li>Evaluating regulatory inquiries, complaints, and filings for compliance issues or other potential risk exposure to the Firm, driving remediation efforts as needed, and determining whether to raise to management, the Firm’s legal department, or other business partners.</li></ul>The base salary range for this position is $100,000-$169,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Director, Compliance

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Reporting into the Head of the Tax-Exempt Market (TEM), this role and a key member of the TEM senior leadership team. The role leads TEM efforts to drive growth and retention of our clients, enhance Fidelity’s presence in the market, and drive adoption of new solutions to expand and strengthen relationships. There will be significant interface with senior management as well senior leaders and subject matter experts both internally and externally. Key aspects of the role encompass:</p><ul><li><p>Leading competitive client retention efforts; dedicated third-party consultant engagement to drive retention and growth.</p></li><li><p>Cultivating key consulting relationships to support the market growth of TEM; advocating on behalf of Fidelity’s client relationships with the largest and most influential external consultants.</p></li><li><p>Developing the market roadmap with TEM industry practice leads to strength market presence and help optimize client engagement opportunities.</p></li><li><p>Frequent interaction and strong collaboration with internal sales professionals, relationship management, consultant relations, custody &amp; clearing and business partners, critical in addressing client and/or consultant specific situations.</p></li><li><p>Direct partnership with RIAs and their advisors who act in a fiduciary capacity for TEM participants.</p></li><li><p>Increasing client appreciation for the level and value of our services.</p></li></ul><p> <strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree; MBA or advanced degree helpful.</p></li><li><p>Series 7, 24 and 63 required. </p></li><li><p>Minimum:</p><ul><li><p>10 years in the financial industry; Strong understanding of the retirement business regulatory environment; working knowledge of 401(k)/403(b)/457 qualified and non-qualified defined contribution plans a plus.</p></li><li><p>5 years managing and cultivating a vibrant and inclusive team environment.</p></li></ul></li><li><p>Ability to travel up to 70% .</p><ul><li><p>Fidelity core site location preferred; if hybrid unscheduled/remote must be willing to be on site at BOS location 2-3 days per month. ​</p></li></ul></li><li><p>Proven success:</p><ul><li><p>Building and cultivating strategic relationships; strong organizational that can champion and influence initiatives and solve complex problems working with internal partners and external stakeholders and clients.</p></li><li><p>Influencing and negotiating strategic product/service delivery through collaboration with large, complex clients to adoption of product solutions to meet client needs.</p></li><li><p>Interpreting sophisticated problems, leading business indicators and translating them into practical solutions.</p></li><li><p>Demonstrating end-to-end business thinking, planning, and decision-making to achieve clear and measurable outcomes.</p></li><li><p>anticipating and interpreting market needs, adapt to changes and prioritize as necessary while meeting consultant and/or client-imposed deadlines.</p></li><li><p>Understanding and developing industry and competitor products/services and best practices.</p></li></ul></li><li><p>Exceptional communication skills both oral and written translating business context, challenges and strategy into a compelling story/presentation; C-suite command presence.</p></li><li><p>Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo.</p></li></ul><p><strong>The Team</strong></p><p>Tax-Exempt Market (TEM) provides workplace benefits &amp; recordkeeping services to non-profit institutions, which include health care, higher education, faith-based, government, and other tax-exempt organizations.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Consulting<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

Head of Client Consulting, Growth & Retention

<h3>Job Description:</h3><p><strong>Job Title</strong><em>IT Audit Manager</em> </p><p><strong>The Role</strong> </p><p>Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an IT Audit Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </p></li></ul><ul><li><p>Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </p></li></ul><ul><li><p>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus. </p></li></ul><ul><li><p>5-7 years of experience in performing and leading complex information technology audits, preferably financial services. </p></li></ul><ul><li><p>Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas. </p></li></ul><ul><li><p>Knowledge of authentication, authorization, and credential management. </p></li></ul><ul><li><p>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation. </p></li></ul><ul><li><p>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities. </p></li></ul><ul><li><p>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </p></li></ul><ul><li><p>Strong technical problem solving and data analytical skills. Scripting and automation experience would be a plus. </p></li></ul><ul><li><p>Commitment to innovative, collaborative, and digital working style. </p></li></ul><ul><li><p>Strong presentation, written, and interpersonal communication skills. </p></li></ul><ul><li><p>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </p></li></ul><ul><li><p>Curiosity and hunger to learn. </p></li></ul><p><strong>The Team</strong> </p><p>The IT Audit Manager will be responsible for performing complex technology and/or business-integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: </p><ul><li><p>Works with business and technology management to build an understanding of complex functions. </p></li></ul><ul><li><p>Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function. </p></li></ul><ul><li><p>Leverages audit automation tools in the evaluation of business operations and systems. </p></li></ul><ul><li><p>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </p></li></ul><ul><li><p>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </p></li></ul><ul><li><p>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </p></li></ul><ul><li><p>Coaches and mentors Analysts and Senior Analysts on the team. </p></li></ul><ul><li><p>Builds deep working relationships with audit teams and clients. </p></li></ul><p><strong>Company Overview </strong> </p><p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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 <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, 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>At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “<a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. </p><p>We invite you to <strong>Find Your Fidelity</strong> at <a href="http://fidelitycareers.com/" target="_blank">fidelitycareers.com</a>. </p><p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. </p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations @fmr.com</a>, or by calling 800-835-5099, prompt 2, option 3. </p><p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. </p><h3>Certifications:</h3><h3>Category:</h3>Audit<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

IT Audit Manager

IA Director - Managerial - Director Corporate and Foundation RelationsJob ID: 13710Location: El Paso, TXFull/Part Time: Full TimeRegular/Temporary: RegularAbout UTEPThe University of Texas at El Paso (UTEP) is a comprehensive public research university that is increasing access to excellent higher education. We advance discovery of public value and positively impact the health, culture, education, and economy of the community we serve.UTEP is America's leading Hispanic-serving university. Located at the westernmost tip of Texas, where three states and two countries converge along the Rio Grande, 85% of our 25,000 students are Hispanic, and half are the first in their families to go to college. UTEP offers 170 bachelor's, master's and doctoral degree programs at the only open-access, top-tier research university in America.<a href="https://www.utep.edu/giving/Our" target="_blank">https://www.utep.edu/giving/Our</a> team works cohesively to build strategic relationships, keep alums connected to the University, and match philanthropic goals with institutional priorities to advance, support, and sustain the University's mission. Our division relies on the constant collaboration of our departments - Advancement Services, Development, and Strategy &amp; Engagement.With a growing team and vastly unrealized fundraising potential, we had our fourth straight record-breaking year last year and are poised for continued growth and success. Maintaining that momentum, we are excited to continue implementing innovative ways to extend our reach and impact. As America's leading Hispanic-serving university, the University of Texas at El Paso (UTEP) is dedicated to increasing access to excellent higher education and positively impacting the community we serve. In Institutional Advancement (IA), we know that our success is built on the contribution of a diverse team in its people, thoughts, and experience. Our culture of care and inclusive excellence is more than a commitment at UTEP IA—it is the foundation of all we do.Read on to understand who we're looking for in this role, what you'll do, and the skills and experiences we're after. Please use your cover letter to tell us about your interest in UTEP and Institutional Advancement and what you hope to bring to this role.Who We WantAn experienced, strategic, and highly collaborative leader to serve as the University of Texas at El Paso (UTEP) Institutional Advancement's (IA) Director of Corporate and Foundation Relations.With curiosity and creativity, you are pleasantly persistent in achieving your goals. You know how to take an idea from inception through execution, collecting feedback along the way to constantly improve. With a positive attitude, you take pride in approaching your work with intention and a growth mindset. You must be unrelenting in your pursuit of excellence, taking smart risks, and exploring big ideas; you innovate and iterate but never compromise integrity along the way.You also embody an unending commitment to positively contributing to our team culture; we all commit to making UTEP IA a great place to work. You have tenacious optimism and a goal-oriented, growth mindset, with the ability to remain flexible and develop creative solutions in pursuit of always maintaining forward momentum.You thrive in a dynamic environment, continually balancing competing priorities. You have the ability to work independently and collaboratively, supporting the success of all colleagues and prioritizing UTEP's overall goals above personal achievement.Position InformationHiring Department: Institutional AdvancementPosting End Date: Open until filled. This posting may close once a sufficient number of qualified applications have been received.Hours: 40 hours per week, standard Monday- Friday 8:00am- 5:00pmFLSA status: ExemptEarliest Start Date: As soon as possible.Salary: $75,000 - $82,500 annually, commensurate with experience.Required Application Materials:• Resume• Cover Letter• List of three professional referencesThe primary accountabilities are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information. A valid driver's license issued by the State where the applicant resides and insurability as defined in UTS 157 may be required to perform the position's essential functions.Purpose of PositionWhat You'll DoReporting to the Associate Vice President of Development, you will be responsible for creating and implementing a comprehensive strategy to identify, engage, and secure partnerships with corporate entities and foundations aligned with the University's mission. In this role, you will manage a diverse portfolio of major ($25,000+) and principal-level ($1,000,000+) prospects and donors, both regionally and nationally.You'll analyze current corporate and foundation engagement practices to identify growth opportunities and integrating various components, such as campus sponsorships, business engagement, and community outreach, into the overall Corporate and Foundation Relations unit strategy. You'll develop and implement targeted strategies that facilitate successful evaluation, cultivation, solicitation, negotiation, and investment from corporate entities and foundations. You'll effectively align their interests with the university's initiatives and opportunities, ensuring that these opportunities resonate with the philanthropic goals of the donors and the University's mission. By leveraging these connections, you will play a crucial role in fostering meaningful relationships that support the university's fundraising objectives.Another aspect of the role will be overseeing the development of a robust sponsorship program strategy, establishing university-wide procedures and guidelines to ensure consistency and effectiveness. This will require collaboration with colleagues across campus, particularly within Athletics, as well as the UTEP Alumni Association, to create consistent sponsorship packages and implement effective strategies. You will also provide guidance and resources to campus departments on best practices for business engagement and sponsorship management, enhancing overall effectiveness and reach.Additionally, you will be responsible for maintaining accurate and detailed records on donors and prospects, which is critical for effective relationship management and strategic planning. This includes documenting all interactions, contact reports, and relevant notes within the CRM system (Raiser's Edge NXT). By ensuring that this information is up to date, you will provide valuable insights for yourself and your colleagues, allowing for informed decision-making and tailored engagement strategies. You will also oversee the preparation of compelling funding proposals, submit grant applications, assessments of potential support, briefings, gift agreements, and endowments for your assigned prospects, ensuring that all relevant parties (academic partners, faculty, researchers, and staff) are actively involved in these key efforts.As a manager, you will lead a team of frontline fundraisers dedicated to corporate and foundation relations. You build trust with your team through authenticity, shared vision, and transparency. You invest time and energy in growing your team professionally and personally, to remove barriers for their success, and foster a team culture that pursues excellence while also caring deeply about the human behind the job.While no two days will be the same, you can expect to engage in identifying and strategizing investment opportunities while building impactful, long-term relationships with our constituents. As part of a centralized Institutional Advancement division, you will receive support not only from your AVP and immediate teammates but also from colleagues across the division in areas such as prospect research, stewardship, alumni engagement, and communications.Essential FunctionsPromotes organization policies and procedures in compliance with local, state, and federal rules and regulations; advises University personnel regarding the development and implementation of regulatory strategy, potential areas of regulatory concern, and new government/regulatory developments related to advancement processes.Implements directives, operational changes, programs, and policies corresponding to the division or unit.Coordinates activities of divisions or departments that effects operational efficiency and economy.Develops short and long-range plans, conceptual designs, capital outlay (budget) requirements and documentation for assigned area(s).Develops, implements, and provides training policies, standards, guidelines, and/or security monitoring processes in relation to general control, privacy regulations, and development and operation of the University's infrastructure.Reviews and approves documentation relating to projects and needs specific to assigned area(s).Exchanges information in a clear, concise, and straightforward manner with internal and external partners, stakeholders, alumni, constituents, and friends of the UniversityActs as a liaison between department and internal or external partners.Knowledge of all Microsoft Office software and able to learn and use institutional software systems.Complies with all State and University policies.Other duties may be assigned; specific roles may have additional responsibilities due to the nature of the specific role/division/unit.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Required Qualifications:Education: Bachelor's degree OR an equivalent combination of education and experience from which comparable knowledge and skills can be acquired is necessaryandExperience: Five (5) years of successful major gift fundraising experience or relevant experience (e.g. portfolio management, sales, nonprofit, banking, or finance)Preferred Qualifications:A working understanding of a research university environment with faculty and stakeholdersDemonstrated success fundraising for another academic unit, youth-serving agency, business school or programExperience using a fundraising database (we use Raiser's Edge NXT)Membership in NACROKnowledge, Skills &amp; AbilitiesProficiency in Microsoft Office software and ability to learn and use institutional software systemsAdvanced computer skills and demonstrated background in Internet-based researchKey Performance Indicators:Understanding how you would measure success in a role is critical to understanding if it's a good fit. At Institutional Advancement, we believe Key Performance Indicators (KPIs) contribute not only to the overall productivity of our division but also to our team engagement. As such, we like to establish the measures of success early, consistently talk about performance, and formally review them quarterly to ensure we're providing two-way feedback in a timely and consistent manner.The Key Performance Indicators (KPIs) for this role:• Expanding existing corporate and foundation relationships• Facilitating new UTEP partnerships with corporations and foundations• Delivery of major-gift level investment proposals and closure success rate• Overall fundraising and engagement success of the CFR unitAdditional InformationPhysical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit; use hands to feel; and reach with hands and arms. The employee is occasionally required to stand; walk; and talk or hear. The employee must regularly be able to lift and move up to 50 lbs.Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level for this work environment is usually moderate.In keeping with its access, excellence and impact mission, The University of Texas at El Paso is committed to an open, diverse, and inclusive learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity/Affirmative Action employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, sexual orientation, or gender identity in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972. Inquiries—including the filing of a Formal Complaint or reporting an incident—about the application of Title IX may be referred to the Title IX Coordinator, who can be reached by phone at (915) 747-8358, by email at <a href="mailto:titleix@utep.edu" target="_blank">mailto:titleix@utep.edu</a>, or by mail at 500 W. University Ave., El Paso, TX, Kelly Hall, Room 312.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6371555jeid-d764373f7c7c69458b1cf3d746aca4e8" target="_blank">https://apptrkr.com/6371555jeid-d764373f7c7c69458b1cf3d746aca4e8</a>

The University of Texas at El Paso

IA Director - Managerial - Director  Corporate and Foundation Relations

Manager - Parking and Transportation

Company Description<br><p>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.</p><p><strong>Why join Harvard University Central Administration?</strong></p><p>Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals.</p><br>Job Description<br><ol><li>Act as liaison to the cities of Cambridge, Boston and Somerville to oversee, manage, and coordinate the attaining of permits, scheduling of city inspections, and the compliance of projects/facilities throughout the campus so as to minimize disruption to Harvard classes, research, projects, and operations.&nbsp; Ensure compliance and oversee and manage any conflicts/issues/problems through resolution.</li><li>As University designee, obtains annual electrical maintenance permits and individual construction permits for electrical work performed by Engineering &amp; Utilities (E&amp;U) and Facility Maintenance Operations (FMO) trades. Acts as a resource for University electricians on interpretation of codes and regulations; coordinates permit applications for Campus Services; ensures code compliance.&nbsp; Issues periodic reports of maintenance work conducted.</li><li>Work in coordination with Engineering &amp; Utilities (E&amp;U) and Facility Maintenance Operations (FMO) service units to help assure that they are meeting their compliance responsibilities.&nbsp; Service units include: Electrical Distribution, Elevator Services, Fire Safety Services, Maintenance Services and Plant Operations.</li><li>Must keep current on all state and national, codes &amp; regulations and be aware of local interpretation of same.&nbsp; These codes include the International Building Code (IBC), the MA State Building Code (780 CMR), the MA Electrical Code (527 CMR), the MA Comprehensive Fire Safety Code (527 CMR) and applicable National Fire Protection Association (NFPA) codes. Maintain library of code references.</li><li>Act as the primary administrator of electrical, building and life safety system inspections for the University.&nbsp;The areas of inspectional responsibility include compliance related to electrical code, building code and life safety code.</li><li>Schedule and coordinate with the Inspectional Services Departments (ISD) of Cambridge and Boston and University facilities owners for the annual inspections of University facilities. Conducts independent inspections and/or accompanies outside inspectors.&nbsp;Distributes reports and issues timely responses to inspector’s findings to all affected parties.</li><li>Responsible for maintaining all inspectional records and processing all fees and costs associated with inspections and permits.</li><li>Acts as permit coordinator for all temporary or special permits related to University events.&nbsp; May act as a liaison with various City Offices.</li><li>Utilizes Engineering &amp; Utilities’ maintenance tracking/work management system to identify compliance needs, to track compliance related work and to generate reports.</li><li>Interact with the State Board of Examiners on issues related to local wiring inspector decisions involving Harvard University projects and other Board matters that may affect the University.&nbsp; Interact with the Office of the State Fire Marshal on matters related to the Massachusetts electrical and building codes.</li><li>Performs design reviews for any new installations or renovations proposed, may be regularly involved in field inspections of University projects.&nbsp;</li><li>Act as a support resource for the University’s efforts in execution and performance requirements of NFPA 4: Standard for Integrated Fire Protection and Life Safety System Testing</li><li>Performs special projects as directed</li></ol><p><br>
Working Conditions:</p><p><strong>Work Format:</strong> <strong>This is an on-campus position (not hybrid or remote) based in Cambridge, Massachusetts.&nbsp; Work location is responsive and subject to change based on business needs.</strong></p><p><br>
Physical Requirements:</p><p>Must be physically fit and mentally alert at all times.&nbsp; Must be able to enter various types of buildings, industrial plants, and/or construction sites and access non-handicap accessible work spaces/areas.&nbsp;&nbsp; Must be able to utilize ladders, scaffolds, high-lifts, and enter/work in confined spaces.&nbsp; Must be able to frequently walk up and down stairs, ladders, etc. on an on-going basis, in an industrial plant setting, ascending and descending up to 200 feet in total vertical elevation changes at one time.&nbsp;</p><br>Qualifications<br><p><strong>Basic Requirements:</strong>Must have at least five years’ experience in a utility or facilities service unit environment.&nbsp;Must hold a Master Electrician license from the Commonwealth of Massachusetts and possess experience in code interpretation; demonstrated ability to successfully develop favorable interpersonal relationships with a broad spectrum of individuals; demonstrated excellence in coordination of multi-party situations, responsiveness, written and oral communications; and strong documentation and organizational skills.&nbsp;The position requires experience working in a customer-oriented, internal service business structure, and the ability to work well as a team member.</p><p><strong>Driver Designation:</strong>&nbsp;<strong>Valid State driver’s license required.&nbsp; </strong>Driving history must meet University Campus Services standards.&nbsp;Must provide his/her personal vehicle to travel on and off campus.&nbsp; &nbsp;</p><br>Additional Information<br><p><strong>Standard Hours/Schedule: </strong>40 hours per week</p><p><strong>Visa Sponsorship Information: </strong>Harvard University is unable to provide visa sponsorship for this position</p><p><strong>Pre-Employment Screening: </strong>Identity, Education, Criminal, Credit, Certification/License, Motor Vehicle Record, Drug Test, DOT Physical, CORI, Employment, Prohibited Parties&nbsp;</p><p><strong>Technology Skills Required:</strong>&nbsp;Must be highly proficient in the use of computers including Microsoft Office software suite (i.e.<em></em>Word, Excel, Access, PowerPoint), electronic mail, basic graphic design, and Internet applications.&nbsp;Required to utilize management information systems and asset/work management systems (Maximo).</p><p><strong>Special Requirements:</strong>&nbsp; May be required to work emergency coverage (nights, weekend, etc.) as needed.&nbsp;</p><p><strong>Emergency Status Designation:&nbsp;Critical Operations Personnel (required to provide on-site support during emergency situations as determined by management).</strong></p><p>#LI-GJ1</p><p><strong>Work Format Details</strong></p><p>This position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;</p>
<p><strong>Salary Grade and Ranges</strong></p><p>This position is salary grade level 058. 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;</p>
<p><strong>Benefits</strong></p><p>Harvard 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;</p><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><p>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;</p>
<p><strong>EEO/Non-Discrimination Commitment Statement</strong></p><p>Harvard 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/files/provost/files/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.&nbsp;</p><p>Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity</a> policy that outlines our commitment to&nbsp;prohibiting discrimination on the basis of race, sex, ethnicity, color, national origin, religion, disability, or any other characteristic protected by law or identified in the university’s <a href="https://provost.harvard.edu/files/provost/files/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</a> policy and <a href="https://provost.harvard.edu/files/provost/files/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.&nbsp;</p>

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