field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3><p><strong>This job requires you to live in the Palo Alto, CA area, as you will be working on local client campuses 2-3 days a week.</strong></p><p><strong>The Role</strong></p><p>The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.</p><p>Specific responsibilities include:</p><ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 50%)</li></ul><p><strong>The Team</strong></p><p>The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.</p><ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul><p>Joining WEPA means that you will:</p><ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p>We invite you to Find Your Fidelity at fidelitycareers.com</p>The base salary range for this position is $78,000 - $115,000 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

Fidelity Investments

Workplace Financial Consultant - Palo Alto, CA

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Dublin, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Plainview, NY

<h3>Job Description:</h3><p>As a Business Analyst Consultant, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with Fidelity Health Solutions Product Owners (Squad Leaders) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!</p><p><strong>The Team </strong></p><p>The Business Analyst (BA) is part of the Fidelity Health Solutions’ Business Analyst Chapter (team), which supports product development across multiple health care domains. The BA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement product and service features in health care applications from inception to delivery. Your squad will focus on developing Year-round health planning, creating participant personalization, all while simplifying our site interaction to increase engagement! You will help build innovative participant features for Fidelity Health Benefits (FHB) platform.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>Bachelor’s degree required; Master’s degree preferred</p></li><li><p>8+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with demonstrable ability to work across multiple multi-functional teams</p></li><li><p>Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development</p></li><li><p>Strong understanding of both front-end and back-end technologies, with the ability to effectively communicate complex technical requirements to development teams to drive solution design and implementation.</p></li><li><p>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</p></li><li><p>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool</p></li><li><p>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification is a plus</p></li><li><p>Prior hands-on expertise building healthcare applications preferred.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Skilled at translating business vision into defined and prioritized user stories for team’s backlog</p></li><li><p>Ability to understand complex customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team</p></li><li><p>Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features</p></li><li><p>Look for opportunities to innovate and take thoughtful risks to get work done better and faster</p></li><li><p>Excellent listening, communication (verbal and written), and presentation skills</p></li><li><p>You effectively and regularly lead, facilitate, and drive individuals and group meetings</p></li><li><p>You are highly organized and have a strong ability to prioritize and work under tight deadlines</p></li><li><p>Skilled at building relationships, fostering strong teams, and influencing others</p></li><li><p>You are a self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies</p></li><li><p>Strong desire to learn and develop additional skills and expertise over time, as well as drive process improvement</p></li><li><p>You have excellent business judgement and maintain confidentiality of all data</p></li><li><p>Providing consulting, support, and guidance to leadership, squad members, and other relevant partners to influence culture and behaviors</p></li><li><p>You enjoy and have expertise being in both front-end and back-end healthcare application development. </p></li></ul><p><strong>The Value You Deliver </strong></p><ul><li><p>Delivering software solutions in a Scrum Agile environment</p></li><li><p> Leading and conducting business analysis to identify needs and recommend effective solutions</p></li><li><p> Managing and maintaining the scrum team backlog, including writing user stories, defining acceptance criteria, supporting prioritization, and facilitating refinement sessions</p></li><li><p>Collaborating closely with business stakeholders, development teams, external vendors, and QA throughout the project lifecycle—from planning and requirements to design, testing, and implementation</p></li><li><p>Conducting product demonstrations and clearly explaining new features to large audiences, ensuring understanding and alignment across stakeholders</p></li><li><p>Supporting deployment and business readiness activities, including enablement planning, user documentation, internal training, and communication</p></li><li><p> Effectively managing and prioritizing multiple initiatives and business analysis tasks simultaneously</p></li></ul><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>

Business Analyst

<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><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor's Degree</li><li>12+ years of experience in retirement benefits industry and/or consulting to large companies</li><li>QKA, QKC, CPA, JD (ERISA or similar specialty) or credentialed actuary (a plus)</li><li>Outstanding teamwork skills and ability to professionally influence others across groups</li><li>Strong critical thinking and problem-solving skills</li><li>Excellent oral and written communication skills</li><li>Proven leadership ability</li><li>Keen interest and dedication to help others succeed</li><li>Expert knowledge in qualified and non-qualified defined contribution plan design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features</li></ul><p><strong>The Purpose of Your Role</strong></p><p>As a Vice President in Workplace Consulting (Retirement, Qualified &amp; Non-qualified Defined Contribution Consulting) you will be responsible for consulting with large clients on strategies to align retirement benefit programs with business objectives and goals. This includes facilitation of sophisticated strategy discussions with clients to understand their business as well as providing oversight on project implementation and delivery. Additionally, you'll be involved with new business development in multiple capacities including: 1) penetrating the regional market, 2) creative solutioning for new and prospective clients to the firm, 3) supporting business proposals and articulating Fidelity’s non-qualified service offering and capabilities and 4) cultivating existing client relationships. While working in a collaborative and dynamic work environment, you will have an opportunity to apply your leadership skills to help engage associates and encourage a satisfying and productive work atmosphere.</p><p>Experience &amp; skills associated with non-qualified design, trends and funding options / strategy are an important focus in this role.</p><p><strong>The Value You Deliver</strong></p><ul><li>Leading new business efforts including collaborating cross-practice and across Fidelity to secure additional revenue for Workplace Consulting and the broader organization</li><li>Crafting sustainable and profitable client relationships</li><li>Ensuring and championing quality of work delivered to clients</li><li>Consulting on a wide variety of benefit topics, employee/retiree educational issues and anticipating changing client needs, with a focus on defined contribution programs</li><li>Contributing to thought leadership on behalf of Fidelity and Workplace Consulting</li><li>Working with other practices in Workplace Consulting and across Fidelity to identify new opportunities and deliver integrated solutions</li><li>Mentoring associates within the Retirement practice and cross-practice</li><li>Involvement in the effort to interview/hire new associates</li><li>Remaining current on legislative and technical requirements</li></ul><p><strong>The Team</strong></p><p>The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. 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>The base salary range for this position is $124,000-$262,000 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>Consulting

Vice President, Non-Qualified DC Plan Consulting

<h3>Job Description:</h3><p><strong>The Team</strong></p><p> As a Director within the WI Internal Analytics, Insights and Reporting team this person will be focused on supporting and building relationships across teams and stakeholders in support internal analytic initiatives &amp; projects. You will partner to sustain deep relationships with these stakeholders, supporting high priority asks and working to source solutions with data to foster a data narrative. You are the Data Storyteller providing data-driven, contextualized insights to effectively communicate narratives and visualizations. The insights you provide will support the creation, management, and achievement of business objectives along with new focus areas and success measures. In providing useful insights you will help articulate future vision and influence roadmaps. Your direct interaction with the business will craft a discourse to answer strategic questions.</p><p><strong>Expertise you Have and Skills You Bring</strong></p><ul><li><p>Ability to think strategically, challenge assumptions and provide thought leadership</p></li><li><p>Outstanding analytical skills. Ability to break down sophisticated questions and supporting data into well-structured analyses</p></li><li><p>Ability to manage sophisticated projects across teams, and exercise influence and autonomy along with shifting priorities and timelines.</p></li><li><p><em>Ability to think and work across Fidelity </em></p></li><li><p>Act as connection point to other analytical teams within WI and other BUs, form positive relationships to lead and influence cross-functional teams</p></li><li><p>Ability to coach and guide analysts across WI and other BUs</p></li><li><p>Experience in interacting with leaders at all levels of the organization and craft executive level presentations to tell the data story</p></li><li><p>Proficiency in verbal / written communication and comfort with presentation tools, including the Microsoft Office suite and ThinkCell, Tableau or PowerBI</p></li><li><p>Bachelor’s degree required; MBA preferred</p></li><li><p>Prior experience working in a role requiring working across functions and business units (desired)</p></li><li><p>Expert at synthesizing data / trends in order to develop key insights / storylines that help to effectively connect with leaders with working experience in SQL</p></li><li><p>Working experience in Digital Marketing Analytics and Adobe Analytics or equivalent platform like Google Analytics</p></li><li><p>Understanding of Account Based Marketing (ABM), Paid Media tactics, and omni-channel experiences, a plus</p></li><li><p>Should be highly organized, curious, self-motivated with strong leadership skills and ability to prioritize multiple tasks simultaneously.</p></li><li><p>Agility in adapting to new and changing business areas and taking initiative to drive projects forward in a sophisticated, cross-functional working environment</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Business 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>

Director, Data Analytics and Insights

<h3>Job Description:</h3><p><strong>Director, Investment Product</strong></p><p>The Director, Investment Product will be responsible for product development, management, strategy, and advocacy of Fidelity’s fixed income strategies. You will partner with the investment teams to understand and articulate product design, investment approaches and positioning across a range of strategies. You will contribute to ongoing product strategy for assigned products. Additionally, you will help to drive innovation and new product development to ensure that the product line continues to meet evolving customer needs.</p><ul><li>Presenting product design, investment philosophy, process, resources, and results to internal and external clients.</li><li>Creating and enhancing investment content for product positioning in collaboration with investment teams and marketing.</li><li>Researching product development opportunities and developing business cases to support new product initiatives.</li><li>Identifying opportunities to reposition or enhance existing products to improve longer-term marketability.</li><li>Contributing to the long-term strategic product plan to capitalize on emerging market trends and themes in collaboration with the broader fixed income product team.</li><li>Demonstrating leadership to propose and drive various cross-team projects</li></ul><p> <strong>The Expertise and Skills You Bring </strong></p><ul><li>7+ years of experience working in the financial services industry. Current team members have a range of investment-focused product, consulting, fund research, or client-facing backgrounds.</li><li>Knowledge of and interest in investments, specifically fixed income strategies.</li><li>Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.</li><li>Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.</li><li>Series 7 &amp; 63 licenses (can be obtained while in role).</li><li>Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.</li><li>Proven experience with the development and product management for mutual funds, ETFs, Indexes, separately managed accounts, and institutional vehicles.</li><li>Highly effective communicator with excellent writing, presentation, and interpersonal skills.</li><li>Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.</li><li>Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment.</li></ul><p><strong>The Team</strong></p><p>The Investment Product Group plays a key role in the company, partnering closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<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>

Director, Investment Product

<h3>Job Description:</h3><p>We are seeking a visionary and driven <strong>Vice President,</strong> <strong>Digital Product Owner</strong> to lead the transformation of how Stock Plan Services (SPS) Plan Sponsors interact with Plan Sponsor Webstation (PSW). This is a unique opportunity to shape the future of plan administration by delivering intuitive, scalable, and intelligent solutions that empower our clients with greater control, transparency, and confidence.</p><p><strong>The Role</strong></p><p>As a SPS Vice President, Digital Product Owner, also known as the Squad Leader, you blend Stock Plan expertise with a passion for delivering intuitive digital experiences resulting in heightened user satisfaction and driving client retention. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute on specific results and ensure respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed.</p><p>You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture. </p><ul><li><p>Defining, refining, and your team's mission to key business partners to empower and rally support </p></li><li><p>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </p></li><li><p>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </p></li><li><p>Inspecting and evaluating progress, and removing impediments for your squad </p></li><li><p>Defining, presenting, and evaluating results against agreed acceptance criteria </p></li><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </p></li></ul><p><strong>Key Responsibilities:</strong></p><ul><li><p><strong>Product Vision &amp; Strategy:</strong> Define and communicate a compelling product vision that reimagines the plan sponsor experience.</p></li><li><p><strong>Stakeholder Collaboration:</strong> Partner with internal teams (engineering, design, operations, compliance) and external stakeholders (plan sponsors, consultants) to gather insights and translate them into actionable product requirements.</p></li><li><p><strong>Backlog Ownership:</strong> Prioritize and manage the product backlog, ensuring alignment with business goals, regulatory requirements, and user needs.</p></li><li><p><strong>Innovation Leadership:</strong> Champion the use of new designs and concepts in digital user experiences.</p></li><li><p><strong>End to End Delivery Oversight:</strong> Work closely with agile development teams to ensure timely and high-quality delivery of features and enhancements across large scale initiative.</p></li><li><p><strong>User Advocacy:</strong> Continuously advocate for the voice of the plan sponsor, ensuring the product delivers measurable value and a seamless user experience.</p></li><li><p><strong>Metrics &amp; Feedback:</strong> Define success metrics, monitor product performance, and iterate based on data and user feedback.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>15+ years of experience as a Product Owner or Product Manager, preferably in financial services, benefits administration, and/or Equity Compensation.</p></li><li><p>Solid understanding of plan administration processes and regulatory considerations.</p></li><li><p>Proven track record of delivering large, complex, user-centric digital experiences in an agile environment.</p></li><li><p>Excellent communication, collaboration, and business partner management skills.</p></li><li><p>Experience with testing frameworks, automation tools, or validation platforms is a plus.</p></li></ul><p><strong>The Team</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 appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products. </p>The base salary range for this position is $123,000-$207,000 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>Product Management

VP, Digital Product Owner

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We’re looking for a Product Manager with a strong grasp of the crypto ecosystem to help build and scale our B2B Digital Assets API platform. You’ll work closely with the Product Lead and cross-functional teams to define features, prioritize development, and deliver solutions that serve institutional and enterprise clients in the digital asset space. This is an ideal role for someone who understands the nuances of blockchain infrastructure, crypto markets, and is eager to shape the future of financial services.</p><p><strong>What You’ll Do</strong></p><ul><li>Collaborate with the Product Lead to define and refine product requirements for crypto-native features such as wallet integrations, token support, custody, and trading APIs.</li><li>Translate market trends and customer feedback into actionable product features that address real-world use cases in the digital asset space.</li><li>Work with engineering and design teams to deliver high-quality, scalable API products tailored to institutional crypto users.</li><li>Maintain a prioritized product backlog and contribute to sprint planning, ensuring alignment with business goals and technical feasibility.</li><li>Conduct competitive analysis of crypto infrastructure providers, DeFi protocols, and developer tools to inform product strategy.</li><li>Engage with customers, developers, and partners to gather insights and validate product decisions.</li><li>Monitor product performance using analytics to identify opportunities for optimization and innovation.</li></ul><p><strong>What You Bring</strong></p><ul><li><strong>Crypto Fluency:</strong> 5–7 years of experience in product management or a technical role, with a strong understanding of the crypto ecosystem—blockchains, exchanges, wallets, custody, DeFi, and token standards.</li><li><strong>Technical Acumen:</strong> Familiarity with APIs, developer tools, and backend systems. You can speak the language of engineers and understand how crypto infrastructure works under the hood.</li><li><strong>Product Experience:</strong> Experience working on B2B or SaaS platforms, ideally in fintech, crypto, or developer-focused environments.</li><li><strong>User-Centric Thinking:</strong> You’ve worked directly with users or clients to gather feedback and translate it into product improvements.</li><li><strong>Analytical Mindset:</strong> Comfortable using data and metrics to inform decisions, track adoption, and measure success.</li><li><strong>Adaptability:</strong> Thrive in fast-paced, ambiguous environments where priorities shift quickly and innovation is constant.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<p><strong>Why Join Us?</strong></p><p>You’ll be part of a mission-driven team building foundational infrastructure for the next generation of financial applications. This is a unique opportunity to grow your product career in a high-impact, crypto-native environment with mentorship from experienced leaders.</p><p><strong>The Team</strong></p><p>We are Fidelity Labs, Fidelity Investments’ in-house software incubator and digital studio. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. The Fidelity Labs organization has a portfolio of new businesses and is constantly prototyping concepts for Fidelity’s next new ventures.</p><p>Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at <a href="http://labs.fidelity.com/" target="_blank">labs.fidelity.com</a>.</p>The base salary range for this position is $71,000-$112,000 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>Product Management

Senior Product Manager

Clinical Teacher Supervisor (2025-2026 Academic Year)UIW MissionPosition SummaryThe Department of Teacher Education invites part-time faculty candidates for Clinical Teacher Supervisor within the Dreeben School of Education. In all matters, faculty are expected to maintain the highest standards of professional ethics consistent with the UIW Mission. Official duties and responsibilities of part-time faculty members at the university include teaching and professional activities as assigned.This applicant pool will remain online and be used to hire part-time faculty as needed for the 2025-2026 Academic Year.Essential FunctionsBasic Duties:• Work with assigned clinical teachers to apply classroom learning into a professional setting.• Formally observe, assess, and evaluate assigned clinical teachers.• Effectively communicate expectations during clinical placement for both the Clinical Teacher and the Cooperating Teacher.• Complete and timely submit required assessments and documentation by the due date.• Serve as a liaison between the placement site and the Teacher Education Department.• Adhere to UIW Faculty Handbook policies and procedures, including timely record keeping of student activities, fair and equitable evaluation of student performance, and timely feedback to students regarding their performance in the course.• Conduct respectful relationships with faculty, staff, and students both in and outside the classroom.• Maintain contact with the department chair and participate in meetings upon request.• Perform other duties as assigned. Job DutiesKnowledge Skills and Abilities• Effective communication skills;• Strong knowledge of educational concepts;• Mastery of professional ethics and presentation in professional settings;• Understanding and ability to effectively apply classroom managerial concepts;• Flexibility to supervise clinical teachers during the school day;• Ability to travel to respective schools of assigned clinical teachers primarily within Bexar County;• Ability to work effectively with individuals from diverse communities and cultures;• Employee shall adhere to all applicable rules and regulations of the University, the Conference, and the NCAA .Required EducationMaster's Degree in Education or closely related field.Required Work ExperienceExperience as a principal or assistant principal in a school system.Preferred Qualifications• Priority will be given to candidates who hold Texas Principal Certification.• Strong coaching skills.Required Certifications, Licenses or RegistrationsTeacher Certification.Work HoursBased on assignment.Physical DemandsAbility to travel to respective schools of assigned clinical teachers primarily within Bexar County.Posting Number: UN959POJob Type: Part TimeJob Category: FacultyDesired Start Date: 08/18/2025Position End Date (if temporary): 05/12/2026Reports To: Dr. Denise StaudtSalary: $2800 per class with Masters Degree; $3000 with PhDOpen Date: 07/11/2025Close Date:Open Until Filled: YesSpecial Instructions to ApplicantN/A.To apply, visit <a href="https://apptrkr.com/6377731UIW" target="_blank">https://apptrkr.com/6377731UIW</a> is committed to a policy of equal opportunity in employment, without regard to race, color, sex, sexual orientation, citizenship status, national origin, age, marital status, disability, genetic information, gender identity or expression, veteran status, pregnancy, and religion (except in limited circumstances when religious preference is both permitted by law and deemed appropriate as a matter of University policy).jeid-24bc158d272f2e4983aeefb7dc495bab

1,095 Project Management / Professional Services Jobs