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<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Investment Consultant - Philadelphia, PA

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

Relationship Manager - Greenville, DE

<h3>Job Description:</h3><p>The Team-Based Client Services Manager (CSM) is part of the Client Service Management, TEM Plan Services organization and is a key client facing associate responsible for the operational integrity of the plan. The CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to DC, NQ, and HSA plans.</p><p>The CSM establishes, maintains, and manages daily client relationships with client decision makers, who are responsible for operational plan design and overseeing ongoing administration. In addition, they focus on day-to-day resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes. They coordinate and prioritize the efforts of the internal operational service team, Managing Directors, aligned CSMs and back-office processing groups. This role supports clients in a team service model so the Team-Based CSM provides both Plan-Level (CSM) and Participant-Level (CSA) expertise and support to Tax Exempt plan administrators. There is no aligned book of business for this role.</p><p>The CSM may be primarily phone-based, primarily email/XTRACs-based, or a hybrid depending on business needs and skillset of the associate. Our hours of operation are 8:00AM - 7:00PM ET.</p><p><strong>Primary Responsibilities</strong></p><ul><li>Respond to client phone calls and emails related to participant-level issues</li><li>For Team-Based CSM clients, submit projects for plan-level changes/enhancements (AE, AIP, EDT, OLE, eCertify Hardships, etc.)</li><li>Provide PSW/SCP training and support to clients</li><li>Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client requests and escalations are responded to timely</li><li>Respond timely to internal requests (COMM items)</li><li>Point of escalation for operational issues and service recovery efforts</li><li>Obtain formal direction from client from proper authorized requestor as required</li><li>Provides education/training on service changes</li><li>Review changes to ensure they were made according to request</li><li>Consult with clients regarding legal ramification of not complying with NDT results</li><li>Assist with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)</li><li>Serves as operational consultant during client on boarding for new Implementations and corporate actions</li><li>Responsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changes<br> </li></ul><p><strong>Education and Experience</strong></p><ul><li>Bachelor's degree preferred</li><li>5-10 years of relevant experience, preferably with 5 being in defined contribution</li><li>Experience establishing and maintaining relationships with key client operational decision makers</li><li>Experience facilitating client interactions (phone, face to face)<br> </li></ul><p><strong>Skills and Knowledge</strong></p><ul><li>Demonstrates a strong knowledge of industry trends and issues, Fidelity processes, procedures, services, and apply knowledge to the client business objectives and needs</li><li>Maintain control of situations through appropriate positioning and escalation</li><li>Relationship professionals</li><li>Impacts organization through mentoring and coaching of others</li><li>Critical thinking</li><li>Have mastered influencing skills and active listening</li><li>Top notch client skills</li><li>Has extremely strong consultative skills</li><li>Takes control of situations, brings teams together and facilitates problem solving</li><li>Feels fully accountable and drives ownership</li><li>Strong regulatory knowledge of 403 (b) plans, NQ plans, products and application</li><li>Ability to be a leader in a team environment, demonstrates the ability to get things done; demonstrates confidence in building a case with a successful outcome; and proven ability and success in identifying issues, identify solutions and determine and act upon best solution</li><li>Demonstrated ability to negotiate with clients and all business partners</li><li>Technical and operations knowledge</li><li>Ability to project manage, set priorities, meet goals and deadlines</li><li>Use of judgment and ability to influence and execute strategies with clients</li><li>Customer service oriented, including the ability to represent firm in post-sale meetings and ongoing relationship</li><li>Microsoft Office applications are a plus</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

Client Service Manager

<h3>Job Description:</h3><h3><strong>Learning Experience Associate </strong><strong>(Job Code – J005676) </strong></h3><p><strong>The Role</strong></p><p>We are seeking a flexible and detail-oriented learning professional who can succeed in both a highly collaborative and independent role. In this position, you will help analyze, design, develop, and deploy online learning and awareness programs across Fidelity Investments. If you are passionate about learning and want to help Fidelity associates comply with various regulatory requirements and policies, this may be the role for you.</p><h3><strong>The Expertise and Skills you Bring</strong></h3><p>Required</p><ul><li>BS/BA degree </li><li>At least 2-4 years of relevant experience with graphic design, layout design, video production, or developing professional-quality learning materials</li><li>Excellent written and verbal communication skills with strong attention to detail</li><li>Proven track record of learning new software platforms</li><li>Experience providing exceptional customer service by responding to requests and inquiries in a timely, professional manner</li><li>Ability to multi-task and balance day-to-day responsibilities with longer term projects</li><li>Ability to build relationships with senior leaders, managers, subject matter experts, and business partners across the organization</li></ul><p>Preferred</p><ul><li>Experience with educational technology (LMS, LCMS, LXP, or course authoring tools)</li><li>Familiarity with digital accessibility practices or Universal Design for Learning</li><li>Knowledge of risk, compliance, audit, legal, or security functions</li></ul><p><strong>The Team</strong></p><p>Employee Compliance works closely with business, compliance, and legal partners to ensure ongoing regulatory compliance and protection of Fidelity’s brand and reputation. We are passionate about the associate experience and committed to providing sound and consistent guidance that effectively strengthens our overall Compliance Program. A critical component of Employee Compliance is the Enterprise Compliance Training team.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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>

Learning Experience Associate

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Risk Assessment and Testing Center of Excellence (CoE) is seeking a passionate and hardworking professional to join the team! You will help drive efficiencies in the testing of controls supporting multiple compliance programs by minimizing redundancy and identifying innovative use cases for leveraging testing. You will personify the Fidelity Leadership Principle Thinks and Works across Fidelity by collaborating with multiple Business Units, Risk, and Compliance groups.</p><p>We have set standards for performing risk assessments &amp; controls testing and assessing the adequacy and effectiveness of controls, compliance, and governance processes. This position within the CoE team is accountable for maintaining relationships with senior business leaders, leading all aspects of the timely execution of high-quality risk assessments, testing controls, identifying, and mitigating key risks, reporting key performance indicators, and driving innovation. The Senior Risk Manager will also play a key role in leading team initiatives.</p><p><strong>The Expertise You Bring</strong></p><p>· Bachelors’ Degree or equivalent with 7+ years of experience in financial services, risk management, audit, or compliance</p><p>· Deep understanding of regulatory requirements applicable to registered investment advisers and registered investment companies</p><p>· Understanding of alternative investment products, such as direct lending, crypto, and real estate a plus</p><p>· Knowledge of investment management practices and strategies is a plus.</p><p>· Confirmed problem solving, analytical, organizational, and project management skills</p><p>· Demonstrated ability to lead working groups and maintain collaborative, working relationships internally with business partners</p><p>· Thrive in a dynamic organization where priorities shift to respond to business needs</p><p>· Advanced skills in Microsoft Office suite of applications, including Visio, Excel, and PowerPoint</p><p><strong>The Skills You Bring</strong></p><p>· You are accountable for delivering high quality results in an accurate and timely manner</p><p>· You are skilled in documenting and maintaining end-to-end process flows</p><p>· You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</p><p>· You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes</p><p>· You have excellent verbal and written communication skills</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $89,000-$150,000 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>Risk

Senior Risk Manager

<h3>Job Description:</h3><p><strong>The Role</strong><br>This role will be part of a team accountable for assisting management with developing and implementing controls related to new products, operational processes, and regulatory requirements. The team will lead targeted assessments and be prepared to make decisions on the design and/or effectiveness of the related control environment. There will be a strong focus on Alternative Products (e.g., digital assets, credit alternatives, private equity, real assets). Additional responsibilities include assisting the leadership team with the development of executive presentations and producing project status reports. To successfully execute these responsibilities, the ideal candidate will possess strong controls-building skills and will have a fundamental understanding of the unique challenges related to Alternative Investment strategies.</p><p>The role will work closely with business partners specifically to assess areas of risk and support the department’s goals. The role requires the ability to work effectively with management, strong interpersonal and analytical skills, as well as the ability to prioritize and manage work to completion. The individual will be required to manage multiple projects and deliver high-quality work.</p><p><br><strong>The Expertise You Bring</strong><br>• Bachelor’s degree required, advanced degree preferred<br>• 8-12 years’ experience in financial services or consulting<br>• Project management experience<br>• In depth knowledge of operational risk management and controls development<br>• Knowledge of alternative product requirements and operations</p><p>• Knowledge of key regulations (Investment Adviser's Act, Sarbanes-Oxley)</p><p><br><strong>The Skills You Bring</strong><br>• A self-starter skilled at operating autonomously to achieve results in a dynamic environment<br>• Superb verbal and written communications skills<br>• Must thrive in a dynamic and fluid organization where priorities shift to respond to business needs<br>• Outstanding relationship management and facilitation skills; customer service orientation<br>• Strong collaborator; able to develop and maintain effective working relationships<br>• Ability to partner with and influence others across the organization to assist management in achieving objectives<br>• Ability to build executive level presentations / visualizations</p><p>Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. </p><p><strong>The Team</strong></p><p>Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. </p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Risk<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>

Director, Asset Management Risk Operations

Relationship Manager - Toledo, OH

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>The Regional Vice President (RVP) role is a critical leadership position within Fidelity Institutional Wealth Management Services (FIWMS). The RVP will lead and support a team of Relationship Managers who are jointly focused on the following: business development and transformation, client retention and satisfaction, and risk management. Applying the 'CEO Mindset' will enable the RVP to understand the strategic imperatives of his/her clients and to support Relationship Managers’ efforts to add meaningful value in ways that matter most to clients. Leveraging Fidelity’s broad set of solutions and resources, the Relationship Management team consults and delivers critical support on activities such as client and advisor acquisition and retention, growth strategies, and digital optimization for efficiency and enhanced user experience. </p><p>One of Fidelity's most valuable assets is its people, so a key aspect of the role is ensuring that the team is fully leveraging various business partner specialists to support clients’ needs (Investments, Platforms, Capital Markets, etc.). The RVP will also lead strategic, segment-wide initiatives that drive value to the broader organization and client base and will spend time thinking critically about key topics including industry trends, products, platforms, client opportunities, and sharing best practices with peers and clients. A final critical element of this role is people management; an RVP must be able to strike a balance between being engaged and supportive while also providing the appropriate level of latitude for Relationship Managers to establish themselves as the primary strategic contact for the client.</p><p>This position will report directly to the head of the Specialty Segment within the IWMS CRG RIA Custody business.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree</li><li>Series 7, 63, and 24 required (may be attained after hire)</li><li>10-15 years successful sales or relationship management experience in the financial services industry; strong knowledge of the Brokerage, Bank/Trust and RIA markets</li><li>Prior leadership experience that will enable practical execution of strategic initiatives</li><li>Ability to lead team of Relationship Managers to optimize team performance and development</li><li>Ability to engage with C-Suite executives, particularly the CEO, to ensure strategic alignment and deliver solutions that will drive maximum relationship value</li><li>Experience negotiating complex business development, financial, operational, legal/compliance, and technology matters</li><li>Ability to drive business development opportunities and incremental revenue</li><li>CEO Mindset</li><li>Proven ability to successfully build and manage relationships with demanding and complex clients and essential internal business partners</li><li>Management and leadership skills necessary for leading a high-performing team</li><li>Track record of success with client and prospect interactions</li><li>Ability to execute upon specific business goals such as asset flows, client retention and satisfaction, etc.</li><li>Financial, business, and data analysis acumen</li><li>Exceptional communication skills and a consultative approach</li><li>Strong project management and organizational skills</li><li>Consultative background to drive client business transformation</li><li>Ability to provide various options while formulating a specific recommendation</li><li>Understanding of how to appropriately delegate work and prioritize time</li><li>Ability to differentiate Fidelity from key competitors by monitoring global industries, markets, opportunities, and trends</li><li>Be a catalyst for business transformation (firm value proposition, technology stack, and associated digital experience)</li><li>Help firms harness the value of Fidelity</li><li>Share best practices with RMs, peers, and clients</li><li>Lead strategic, segment-wide initiatives</li><li>Ensure that business plans are developed and implemented</li><li>Analyze data to inform and prioritize decisions and to create a point of view that can be shared with clients</li><li>Initiate strategic business discussions with your team and regional clients; Regional Manager and/or team to provide proactive consultation and practice management solutions to clients to uncover opportunities to gather additional assets</li><li>Monitor trends impacting business development and client satisfaction within your region, including competitive, industry, and marketplace data. Develop a response plan to maintain or improve business development and client satisfaction</li><li>Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives</li></ul><p><strong>The Team</strong></p><p>The Institutional Custody Team oversees Fidelity’s relationship with Banks, Trust Companies, Retirement Recordkeepers, and RIAs. These clients leverage the Fidelity platform in omnibus and/or fully disclosed custody models and understanding the differences between these models will help you offer clients access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals – all of which are designed to help our clients thrive. </p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

RVP, Relationship Management

<h3>Job Description:</h3><p>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery, and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise, and accuracy.</p><h3><strong>The Skills and Expertise You Have </strong></h3><ul><li>Bachelor's Degree in Mathematics, Economics, Business, or another quantitatively rigorous subject preferred</li><li>6+ years of experience in 401(k), 403(b) industry or benefits consulting</li><li>QKA, QKC or CEBS exams (a plus)</li><li>Superior teamwork skills</li><li>Strong critical thinking and problem-solving skills</li><li>Strong oral and written communication skills</li><li>Strong aptitude to balance and prioritize multiple projects in a fast-paced work environment</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Experience in managing enhanced client relationships</li><li>Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations</li><li>Knowledge in qualified and non-qualified defined contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features</li><li>Ability to read and interpret plan documents</li><li>Experience and/or strong understanding in determining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans</li><li>General understanding of FICA requirements (a plus)</li><li>Experience in conducting compliance reviews, plan termination and/or fiduciary trainings (a plus)</li><li>Experience with VCP/VFCP, 5500 and 5330 filings (a plus)</li></ul><h3><strong>The Value You Deliver </strong></h3><ul><li>Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs.</li><li>Managing and reviewing projects including defined contribution calculation, enhanced plan administration support, mergers &amp; acquisitions, compliance, plan amendments and plan designs.</li><li>Mentoring and training associate consultants and analysts to ensure continued development of the staff.</li><li>Preparing and delivering reports and client presentations</li><li>Creating project plans, managing / monitoring budgets, and setting internal and client team expectations</li><li>Preparing responses to RFPs and RFIs for new prospects and participating in new business meetings with prospects (a plus)</li><li>Supporting thought leadership and initiatives across the retirement practice</li></ul><h3><strong>The Team</strong></h3><p>The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.</p><h3>Certifications:</h3><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>

Consultant, Defined Contribution

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>Join Fidelity’s Collateral &amp; Market Risk Management team to help protect the firm from potential losses from the margin lending and trading activities of both institutional and retail customers of Fidelity Investments. The team is responsible for determining lending appetite and providing continuous analysis of the risks inherent in each client’s portfolio and investment strategy. Portfolios are analyzed and evaluated in real-time through extensive simulation and stress analysis designed to estimate market related risks. The team develops and maintains risk models, methodologies and processes to ensure the risk framework remains robust and effective as market structures, strategies and products evolve. </p><p><strong>Areas of Responsibility</strong></p><ul><li>Become a subject matter expert in stress testing and other risk and margin frameworks</li><li>Perform ongoing assessments of risk model effectiveness, make enhancements where necessary and help develop new models and methodologies to support new business, markets, and products</li><li>Perform daily and ongoing reviews of market and macro events to identify potential limitations in risk models and to measure and present the impact of market events</li><li>Act as subject matter expert to support internal business partners and clients on matters related to the firm’s risk and margin frameworks</li><li>Perform targeted deep dive analysis on the larger and more complex client portfolios. </li><li>Become an expert in Central Counterparty (CCP) models and support development of replication and attribution tools</li><li>Partner with the Risk Data Science &amp; Analytics teams to innovate and develop solutions to enhance risk process, analytics and trend analysis</li><li>Partner with the Risk Product Development team to make enhancements to risk tools</li><li>Develop and support frameworks and processes for data quality assurance</li><li>Work closely with vendors that provide critical data and modeling services in support of the firm’s stress testing and margining processes</li><li>Lead and/or support special projects and initiatives </li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree (Finance or STEM degree preferrable); other credentials, e.g., Master's Degree, FRM, CFA are a plus</li><li>5-8 years of relevant risk management experience, preferably in collateralized lending</li><li>Strong foundation in statistics and quantitative methods in finance</li><li>Knowledge of financial markets and products and familiarity with the risks of listed derivative and fixed income instruments</li><li>Understanding of risk management principles and the ability to analyze portfolio strategies and risks using stress testing and scenario analysis</li><li>Excellent interpersonal, verbal and written communication skills; works well in a team environment; inquisitive and detail oriented; communicates complex topics clearly and concisely</li><li>Knowledge of investment products, margin lending, trading, clearing and the related regulations</li><li>You are well-organized and a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>Experienced with Excel, Bloomberg, PowerPoint, database queries and analytical tools and methodologies including SQL</li><li>Effectively manages multiple initiatives and responsibilities within prescribed timelines</li><li>Ability to engage interested parties and facilitate discussions and drive outcomes</li><li>Drive innovation with out-of-the box thinking, challenging the status quo, and working with data science to deploy new artificial intelligence techniques</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $89,000-$150,000 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>Series 07 - FINRA<h3>Category:</h3>Risk

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