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<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>

Fidelity Investments

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

Senior Manager Collateral Risk

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Investments is seeking a senior digital accessibility analyst who is passionate about building inclusive, barrier-free digital experiences for end users. In this role, you’ll be part of a dynamic enablement squad within our matrixed, agile organization—partnering closely with product teams to integrate accessibility into fast-paced development cycles. You’ll thrive in an environment that values collaboration, continuous learning, and empowering teams to deliver products that meet the highest accessibility standards.</p><p>The ideal candidate for this role is an accessibility generalist with a proactive approach and a broad skillset who is capable of adapting to a wide range of responsibilities. If you have experience with digital accessibility consulting, creating accessible documentation, and collaborating with sales, legal and procurement teams to respond to RFPs and draft contract language that ensures accessibility compliance, then this role might be for you!</p><p><strong>Requirements: </strong></p><ul><li>Minimum of 5 years of experience in digital accessibility as a consultant, analyst, domain advisor, program manager or similar role.</li><li>In-depth knowledge of the Web Content Accessibility Guidelines (WCAG 2.2), Section 508 of the Rehabilitation Act, and Title II of the Americans with Disabilities Act.</li><li>Ability to identify and prioritize accessibility barriers while providing solutions for removing them from designed and developed products.</li><li>Bachelor's degree in a related field</li></ul><p><strong>Preferred Qualifications / Valued Experience </strong></p><ul><li>Proficiency with creating, testing, and remediating PDFs and other document types for accessibility compliance.</li><li>Experience using Microsoft Office and Adobe InDesign accessibility features.</li><li>Knowledge of PDF/UA and Matterhorn Protocol.</li><li>Experience with document remediation applications (like PAC3, Crawford AccessibilityNow, CommonLook Validator, CommonLookPDF, or the like)</li><li>Partnering with sales and product teams to draft responses to RFP inquiries about the accessibility of digital products and services.</li><li>Collaborating with legal teams to incorporate accessibility language into service agreements and scope of work documents.</li><li>Interacting with procurement to craft and / or evaluate accessibility conformance reports (ACRs / VPATs).</li><li>Experience leading and maintaining ongoing communications between client and service provider while managing escalations and resolutions.</li><li>Engaging with product teams to evaluate critical metrics of accessibility programs to identify risks, dependencies and opportunities for improvement.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>High level of personal integrity and professionalism</li><li>Exceptional analytical, project management, and problem-solving capabilities</li><li>Outstanding relationship building and business partnership skills with the ability to build credibility and trust with diverse partners inside and outside of the organization</li><li>Experience with Jira or similar Agile backlog management tool preferred</li><li>Strong attention to detail, capable of working at different levels of detail and concisely summarize complex issues</li><li>Ability to make decisions based on validated reasoning</li><li>Strong verbal, written communication, interpersonal and organizational skills</li><li>Flexibility to adapt to a continually developing environment and manage multiple priorities</li><li>Dedication to cross-functional teamwork and collaboration</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Prioritizing work to deliver customer and client value based on impact</li><li>Creating inclusive and accessible digital experiences that deliver on product, technology and Fidelity goals</li><li>Working with product area, chapter and squad leaders to deliver a cohesive customer experience across products and channels</li><li>Establishing relationships with peers and executives</li><li>Assist with quarterly planning activities and ongoing prioritization of squad backlog</li><li>Identify, define and articulate strategic accessibility initiatives/roadmaps for the squad</li><li>Effectively present information and roadmap progress to Product Area and Domain leadership</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>Certifications:</h3><h3>Category:</h3>Product 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>

Senior Accessibility Analyst, Workplace Investing

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about using your analytical skills to uncover insights that drive business strategy and success? If yes, we want you to join our upbeat and hardworking team, empowering digital customer experience and product development business partners with strategic insights to enable objective, data-driven decisions. The actionable insights you deliver will inform Fidelity’s digital initiatives and strategy and make a real-world difference for Fidelity’s 40 million individual investors.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>3+ years of experience analyzing data, developing reporting capabilities, and delivering insights to inform business decisions</li><li>An analytical mindset with a range of business analysis, data analysis, and technical skills to generate a deep understanding of our customers’ digital interactions</li><li>Proficiency with digital analytics tools (e.g., Adobe Analytics) and database querying (e.g., SQL, Snowflake) to synthesize data from disparate sources</li><li>Experience in designing and developing data visualizations and dashboards (e.g., Tableau)</li><li>Natural intellectual curiosity and initiative for learning new skills and capabilities</li><li>Bachelor’s degree required. MBA or an MS degree in a quantitative / technical field such as Business or Data Analytics, Economics, Statistics a plus</li></ul><p><strong>The Team</strong></p><p>We are looking for an accomplished, collaborative, and creative analytics professional to join the Advanced Analytics and Customer Insights team, supporting Fidelity’s Digital Channels. Your subject matter expertise in analytics will play a critical role in optimizing a personalized digital experience for Fidelity’s clients.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<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>

Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3><p>We are currently seeking a Senior Scrum Master to join our team in Fidelity Ireland under the Fidelity Institutional Technology group. You will support two cross-functional teams, engaging with all team members, Product Owners / Squad Leads and Product Area Leads to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviours, you will evolve and sustain an innovative agile and learning culture.</p><p>This role will form part of an exciting new group tasked with building innovative capabilities to support the rollout of new Digital Asset financial instruments in the Institutional market.</p><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li>Bachelor’s Degree or equivalent experience</li><li>5+ years of proven experience in a dedicated Scrum Master role within a software delivery organisation</li><li>Strong proficiency and experience with agile practices, processes and artifacts, and in applying scrum methodologies</li><li>Experience in interpreting agile metrics to help identify and drive improvement opportunities, with a passion for mentoring and supporting teams</li><li>Strong experience in using tools such as JIRA and JIRA Align</li><li>Experience in working in a scaled agile environment, collaborating with other Scrum Masters, Product Owners, and teams to ensure work is planned and aligned, and dependencies are identified and managed</li><li>Experience in tracking and reporting on team progress in a scaled agile environment</li><li>Advanced Scrum certifications (A-CSM/PSM-II) preferred</li><li>Financial services experience preferred but not essential</li></ul><h3><strong>The Purpose of Your Role</strong></h3><ul><li>You will be the Scrum Master across two cross-functional teams in Galway, Ireland</li><li>You will advise and lead the teams on agile values, practices and processes to ensure that teams are fully functional, productive, and focused on the sprint goals</li><li>You will run all the scrum ceremonies such as sprint planning, daily scrum, sprint review and sprint retrospective</li><li>You will work with the teams and product area to resolve challenges and remove impediments</li><li>You will prepare for, guide and facilitate the teams in their release activities</li><li>You will participate in scaled agile events such as the Scrum of Scrum’s and may be required to facilitate, lead or co-ordinate the logistics for these events</li><li>You will build positive relationships within and across teams, and across the product and technology areas</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>A truly agile attitude with a continuous improvement mentality and passion and ability to coach and mentor</li><li>You are an agile practitioner with deep understanding of agile principles and practices</li><li>You have a deep understanding of technology and can drive delivery leveraging your expertise</li><li>Excellent facilitation skills with ability to understand and help address challenges and roadblocks</li><li>Excellent communication and interpersonal skills and can rapidly build trust and positively influence others at all levels of the organization</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Lead and coordinate logistics for agile ceremonies and events</li><li>Work with Squad Leaders and teams to ensure all work is tracked in the backlogs, scrum team capacity is applied effectively, and work is accurately balanced across team members</li><li>Work with technology &amp; business partners to understand project objectives, priorities, timelines, use cases and requirements</li><li>Generate and maintain team performance metrics to provide an effective feedback loop for the teams and visibility to partners</li><li>Identify team improvement opportunities and enable the teams to implement continuous improvements</li><li>You are an effective facilitator and can resolve challenging team issues</li><li>Coordinate Scrum boards for the teams</li><li>Encourage agile behaviours, reinforce agile values and principles and support the teams to follow the agile processes and practices</li><li>Inspire and drive a collaborative, open and supportive team culture through team building events and engagement practices</li><li>Partner closely with other Scrum Masters across the Business Unit and region to share ideas, agile practices, and findings</li></ul><h3>Category:</h3>Program/Project Management

Senior Scrum Master

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Wealth Planner - Marin, CA

<h3>Job Description:</h3><p><strong>Manager, Amenities and Program Management</strong></p><h3><strong>The Role</strong></h3><p>As part of the Real Estate Amenities and Program Management Team, you will be a key team member to actively drive and evolve the amenity programs across Fidelity’s domestic and international regions. Amenities across the portfolio include food service, fitness, and wellbeing, all of which contribute to a frictionless onsite experience for associates. The Manager is passionate about creating an exceptional associate experience, and applies critical thinking and project management skills to deliver results that positively impact the workspace. This role will work across amenities to implement programmatic initiatives and support large projects, including the successful opening of the Commonwealth Pier. This role will also be responsible for developing and maintaining amenity standards, policies, and procedures that are critical to create a cohesive experience for all Fidelity associates. You will work across Real Estate functions, with Fidelity business partners, and with vendors to create and deliver enhancements. This role connects strategy with operational program management, and it requires leadership of cross-functional teams in a fast paced environment. </p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>Bachelor’s degree required</li><li>5+ years work experience in strategic planning, program management, consulting, marketing or related fields</li><li>Strong analytical skills and excellent project management including organization, timeline tracking and communication and collaboration amongst several stakeholders</li><li>Ability to independently prioritize work, think critically and proactively solve problems, while also being comfortable seeking guidance</li><li>Confidence in communication and strong interpersonal and relationship building skills to engage stakeholders at all levels of the organization</li><li>Attention to detail and accuracy, with outstanding work quality</li><li>Comfort and success operating in a fast paced and agile culture</li><li>Advanced skills in Excel and PowerPoint with the ability to translate complex information into a simple, yet compelling, story</li><li>A consumer first, imaginative mindset with curiosity, passion and ability to deliver against unmet needs</li></ul><h3><strong>Other Requirements</strong></h3><ul><li>Ability to be onsite at Fidelity locations a minimum of 50% of the time</li><li>Ability to travel up to 10% of the time</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, offering a full range of services to Fidelity business units nationally and internationally. Our philosophy is customer centric - everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all levels. We manage more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, multiple data centers, and more than 200 retail investor centers.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project 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>

Manager, Amenities and Program Management

<h3>Job Description:</h3><p><strong><strong>The Role</strong></strong></p><p>As a Client Service Management Team Lead in Stock Plan Services (SPS), you will lead, coach, and champion a team of Client Service Managers (CSM) responsible for delivering operational integrity, service, and support for plan sponsors’ administration of equity compensation plans. </p><p>Our mission is to deliver market leading knowledge and innovation with an objective to make it easy for our clients to do business with us and reach their desired outcomes. Success is measured through client satisfaction, client retention, team development, and improving operational execution and scale. This role will:</p><ul><li><p>Own overall accountability for the day-to-day servicing of a book of stock plan clients through leading and developing a team of Client Service Managers</p></li><li><p>Cultivate a climate that values and rewards positive contributions, curiosity, inclusion, diversity, initiative, and achievement of results</p></li><li><p>Anticipate and resolve roadblocks, challenges, and dependences within and across functional teams</p></li><li><p>Find opportunities for improvement and champion system enhancements and process improvements</p></li><li><p>Handle client concerns and represent the voice of the client to ensure our organization is prioritizing and delivery on outstanding service and customer obsession </p></li><li><p>Work closely with internal business partners and external client contacts at various organizational levels</p></li><li><p>Coach and empower team members, providing feedback and positive recognition </p></li><li><p>Create vision, influence, and execute strategic initiatives to deliver client and participant satisfaction, scalability, and efficiency</p></li></ul><p><strong><strong>The Expertise and Skills You Bring</strong></strong></p><ul><li><p>5+ years of Client Service experience; preferably within Equity Compensation / Employer Benefits / Brokerage Industry</p></li><li><p>Proven experience leading a service organization with superior results</p></li><li><p>Ability to coach and inspire a team to grow and develop</p></li><li><p>Outstanding relationship builder, problem solver and communicator</p></li><li><p>A curiosity for innovation and process improvement with proven ability to advocate, influence and mobilize </p></li><li><p>A passion for working collaboratively with peers and business partners to build a culture of inclusion and success</p></li><li><p>Listens to feedback and collaborates on solutions that deliver the best outcome for our clients and the overall organization</p></li><li><p>College degree preferred or equivalent work-related experience</p></li></ul><p><em>Note: Fidelity will not provide immigration sponsorship for this position.</em></p><p><strong><strong>The Team</strong></strong></p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation and performance plans. Our team, SPS Client Service Management, delivers outstanding service to help drive SPS client growth &amp; retention in a fast paced, growing organization. We are a team of creative problem solvers, productive relationship-builders and have a bias towards action. Our commitment is to remain grounded in the client experience and apply a customer obsessed approach to everything we do. </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>

Vice President, Client Service Management Team Lead, Stock Plan Services

<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 - San Diego, CA

<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p>How will you make an impact in this role?</p><p>Credit and Fraud Risk (CFR) Organization within American Express helps drive profitable business growth by reducing the credit &amp; fraud risk and maintaining our customers’ confidence in the security of the products. It utilizes an array of tools and ever-evolving technology to detect and combat risk, minimize the disruption of good spending, and provide world class customer experience. The Digital Risk Products &amp; Data Strategy (RPDS) team within CFR is the backbone of all risk decisions and helps in building the digital products for risk management across customer lifecycles i.e., Onboarding, Credit Underwriting, Authorizations, Collections across card &amp; non card business globally.</p><p>As a part of this team, you’ll work with the industry’s best talent to create thoughtful and innovative digital risk platform products that enable our customer facing Risk Products. If you are interested in building innovative digital risk Platform products, it can translate our business needs into remarkable solutions and if this energizes you, you should consider career in Digital Risk Platform Products team.</p><p>Key Responsibilities:</p><ul><li>As a Manager - Digital Product Management, one would translate needs of business owners/stakeholders and deliver on the Digital Platform Product roadmap</li><li>Assume responsibilities as Product Owner / Product Manager for a Business Rules Management System (BRMS) Platform</li><li>Envision and design of the next generation of Platform Product that would encompass business logic management for global consumer and commercial credit risk capabilities spanning limit management, customer management, authorizations and hardship and collections.</li><li>Partner with Manager / Director to transform Risk Systems, play a central role in detailing the blueprint, and work in close partnership with stakeholders in Credit and Fraud Risk, as well as external experts to arrive at the best design/solution and oversee its execution.</li><li>Collaborate with Platform Technology Teams, cross-functional Partners across Credit and Fraud Risk Management, capture requirements and benefits and drive a common future vision</li><li>Determine the requirement readiness for development, initial level of E2E solution design, and rationalization and prioritization</li><li>Drive enhancement of end-to-end user facing processes that support core Platform management decisions and create innovative solutions that are cost-efficient and scalable across Enterprise</li><li>Work in close partnership with Risk Capabilities and AET to deploy next generation risk capabilities, designed for long-term adaptability</li><li>Own Platform Feature Management including, but not limited to, feature / user story creation, Sprint Planning, Sprint Review, Retrospectives.&nbsp;</li><li>Collaborate with Compliance, Legal, Global Banking, and the AXP Privacy Office to deliver defect-free capabilities with the flexibility to meet evolving customer needs while satisfying all relevant regulatory requirements.</li></ul><p>Minimum Qualifications:</p><ul><li>Experience and deep interest building robust, scalable, user-friendly Enterprise software systems</li><li>Ability to build strong relationships, operate effectively within large cross-functional teams, and influence business partners to drive transformational change</li><li>Ability to communicate and interact effectively with internal and external stakeholders at all levels</li><li>Demonstrated ability to think outside the box and design industry leading solutions</li><li>Undergraduate degree and 1 year of relevant experience. Advanced degree in mathematics, statistics, engineering, computer science, econometrics, or another related field of study is preferr</li><li>Experience working with SQL, Hive, Big Query preferred.</li><li>Knowledge of Credit Risk management function and Amex data and risk technology platforms preferred</li></ul><p>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions</p>

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