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<h3>Advisor Experience Specialist</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for an Advisor Experience Specialist to work in Fidelity’s Enterprise Cybersecurity group in Westlake, TX or Salt Lake City, UT! <h3>The hourly pay rate for this position is $22/hr.</h3> Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Advisor Experience team. As an Advisor Experience Specialist, you will be the primary point of contact for any service-related activities for professional financial advisors working on behalf of Fidelity Charitable Giving Account Holders. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on. The work shift for this role is 9:30 AM - 6:00 PM MST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested) <h3>The Expertise We’re Looking For</h3> <ul> <li>Bachelor’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment </li><li>2-3 years Customer Service, Sales, Service Operations or UHNW background </li></ul> <h3>The Role</h3> The Advisor Experience Specialist is a part of the Premium Service group, working to provide an outstanding service experience to, and fosters relationships with, ultra-high net worth strategic advisor firms (the most complex relationships within Fidelity Charitable) and select donors. The AXS will be part of a team dedicated to answering strategic advisor and high net worth donor calls and responding to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable. <h3>The Skills You Bring</h3> <ul> <li>Your proficient verbal and written communication skills required </li><li>Your very best problem- solving skills with excellent follow through </li><li>Your strong organizational skills, planning and time management </li><li>You are able to proficiently multi-task in a Windows based environment </li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. </li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Providing outstanding customer service via phones and email communication </li><li>Collaborating with internal Charitable business partners to fulfill special handling </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Coordinate with management to implement expedited delivery requests </li><li>Ensure daily work meets accuracy standards and is completed in a timely manner </li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization </li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries </li><li>Maintain up-to-date procedures for those functions for which responsible </li><li>Effectively case manage advisor relationships through intensified situations while working across Fidelity cross functionally when applicable </li></ul> Note: Fidelity is not providing immigration sponsorship for this position <h3>How Your Work Impacts the Organization</h3>

Fidelity TalentSource

Advisor Experience Representative

<h3>Job Description:</h3>The RoleAre you a self-starter and committed to delivering results that delight customers with outstanding customer solutions?We are seeking someone who enjoys working with internal and external teams to deliver outstanding Cash Management products and services! The associate will focus in the Cash and Money Movement Product Area within the Payments/Cash Management Squad, part of the Business Enablement Chapter.Responsibilities of the job will include the following:<ul><li>Working on key initiatives related to modernizing the experience and innovating new mobile experiences related to cash and payments.</li><li>Active participation in defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements</li><li>Participating in and leading readiness and rollout activities related to production releases</li><li>Performing business testing focused on new functionality, operational processes, and end user experience</li><li>Implementing, measuring, and utilizing metrics &amp; data to aid in identifying enhancement and improvement opportunities</li><li>Participating in the prioritization of the squad work (in partnership with Squad Leader &amp; Scrum Master) to deliver value based on an understanding of business and system needs</li><li>Helping to conduct key research and analysis to prioritize squad work</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree with minimum of 6-10 years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with cash management and/or card experience is a plus</li><li>Familiarity with Agile process &amp; tools including possessing good story-writing skills. Synthesizing requirements and business needs into full Agile stories</li><li>Has a strong affinity for business and systems analysis, data analysis, and system &amp; process improvement work. Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends</li><li>Embrace working within a team of associates with a diverse skill set, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners</li><li>Proven experience in product management, project management, analysis, and process improvement</li><li>Possesses the ability to work &amp; act independently, multi-task, influence others, and maintain a positive can-do demeanor. Tight-knit collaboration, communications, organization, and presentation abilities</li><li>Possesses strong skills in JIRA, Miro, PowerPoint, and Excel</li></ul>The TeamFidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.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.

Fidelity Investments

Director/Consultant, Cash Management/Business Enablement

<h3>Job Description:</h3>Job DescriptionFidelity Enterprise Compliance seeks a Compliance Advisor for Fidelity’s Registration and Licensing (R&amp;L) team. R&amp;L is a critical compliance function that provides guidance on securities registrations, insurance licenses and investment advisor representative appointments for all Fidelity associates. The Compliance Advisor will advise and work with the business units and Operations to ensure that registration and supervision requirements are met for the firm’s various businesses and products and will proactively raise and address R&amp;L issues. The Expertise You Have<ul><li>5+ years compliance and/or regulatory experience in the financial services/brokerage industry, registration and licensing experience is a plus</li><li>Knowledge of FINRA, SEC, and state registration rules and regulations is a plus</li><li>4-year college degree required, MBA or JD a plus</li></ul>The Skills You Bring<ul><li>Your strong analytical, organizational, and creative problem-solving skills</li><li>Your ability to influence key decision makers through a combination of knowledge, reasoning, and relationships</li><li>Your experience working collaboratively across a large organization, including project management</li><li>A strong team player and the ability to collaborate across business units</li><li>Your ability to simultaneously identify, prioritize and address multiple issues and quickly respond to shifts in priorities</li></ul>The Value You Deliver<ul><li>Analyze complex rules and requirements and identify where business units may be impacted and recommend a course of action</li><li>Advise on registration and licensing matters and define a clear course of action to resolve matters</li><li>Proactively identify, escalate, and remediate issues to reduce regulatory risk</li><li>Monitor regulatory changes and define a clear path to compliance, assist with responding to regulatory inquiries, review and advise on registration requirements and limitations</li><li>Review, analyze, and provide interpretive guidance on potential registration disclosures and restrictions on registration</li><li>Review and align supervisory principals and registered associates</li><li>Maintain and update our Enterprise registration policy</li><li>Encourage a culture of diversity, inclusion, ownership, and empowerment</li><li>Be a thoughtful decision maker who strives to improve the associate experience while maintaining a strong culture of compliance</li></ul>The base salary range for this position is $81,000-$137,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Compliance

General CPL Compliance Advisor

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a NPO Outreach Specialist to work in Westlake, TX or Salt Lake City, UT. The Role The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li></ul> <ul> <li>Strong and effective verbal and written communication skills </li></ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li></ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li></ul> <ul> <li>Demonstrates strong problem-solving skills </li></ul> <ul> <li>Ability to work under pressure and within tight deadlines </li></ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li></ul> <ul> <li>Technical proficiency </li></ul> <ul> <li>Ability to meet overtime commitments </li></ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li></ul> <ul> <li>Proficiency with Microsoft Office applications required </li></ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li></ul> ? The Team The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. Company Overview Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to?grow the American tradition of philanthropy?by providing programs that make charitable giving accessible, simple, and effective.

NPO Outreach Specialist

<h3>Job Description:</h3>Do you excel at helping clients to solve challenging issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective data quality solutions regarding their benefit programs.The TeamThe Fidelity Workplace Consulting Group is composed of over 300 professionals who advise clients on the management of their domestic 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. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle. Consultants perform the role of project manager managing a team of resources to deliver the timely and accurate completion of these efforts that achieve margin goals.The Expertise You Have <ul><li>Bachelor’s degree minimum, MBA degree a plus</li><li>5-8 years in project management, consulting, total benefits outsourcing administration and/or new business implementation</li><li>Defined Benefit implementation experience strongly preferred</li></ul>The Skills You Bring <ul><li>You understand defined benefit plans </li><li>You have demonstrated experience in recommending administrative, benefits process and/or designs that align to outsourcing product/services solutions</li><li>You have exceptional project management skills</li><li>You have a proven ability to manage a variety of sized, client facing program/project teams to successful completion</li><li>You excel at navigating and managing client and/or vendor relationships successfully</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver <ul><li>Preparing project material including execution of analytical efforts to support key points and delivery (i.e., actively lead client meetings)</li><li>Proactively monitoring progress of projects, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project</li><li>Identifying, validating, and recommending changes to process designs (client, vendor, internal) that improve data quality current state and ongoing maintenance</li><li>Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected</li><li>​Building and maintaining successful relationships with clients, vendors, internal partners</li></ul><h3>Certifications:</h3><h3>Category:</h3>ConsultingFidelity’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.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.

Data Consultant, Defined Benefit Project Manager

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account OpeningSpecialist towork in Westlake, TX. The mission of the Investment Operations team is helping people, help people. We are seeking a detail-oriented and customer-focused professional to join our team as an Account Opening Specialist. This role is critical to delivering a seamless and efficient onboarding experience for new clients. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are essential as you will be responsible for processing account opening requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a great opportunity for someone who is passionate about delivering exceptional client service and contributing to a high-performing team. Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, capture relevant information, and identify a solution when necessary. It’s more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously giving to non- profit organizations to meet their philanthropic goals. You get to be a part of that! <ul> <li>Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements </li><li>Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements </li><li>Communicate effectively with clients and internal teams to resolve account opening discrepancies or delays </li><li>Maintain high-quality data entry and account setup within core systems </li><li>Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met </li><li>Share observations of potential process improvements to the account opening process and client experience with your manager </li><li>Collaborating with internal Charitable business partners to fulfill special handling requests </li><li>Escalate risk-related concerns and documentation issues promptly </li><li>Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships </li><li>Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals </li></ul> The Expertise and Skills We are Looking For: <ul> <li>Bachelor’s degree </li><li>2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management). </li><li>Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy </li><li>Strong ability to identify errors and inconsistencies in documentation and data inputs </li><li>Excellent verbal and written communication skills to effectively interface with internal partners and clients </li><li>Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills </li><li>Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed </li><li>Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards </li><li>Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment </li><li>Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions </li><li>Flexible with overtime as requested (especially December – Giving Season) </li></ul> The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Account Opening Specialist

<h3>Job Description:</h3><h3>The Role</h3>The Sr. Charitable Solutions Consultant role is critical in accomplishing the fundraising and distribution goals of increasing contributions and new accounts by building new relationships and managing existing relationships across the Fidelity Wealth Organization. Providing charitable planning support, education and Donor Advised Fund subject matter expertise to Fidelity Wealth Advisors and their clients.Note: Fidelity is not providing immigration sponsorship for this position<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree</li><li>Solid understanding of the financial advisor industry and financial planning experience</li><li>Fundraising, sales, or relationship management experience is helpful.</li><li>Consistent track record of being intellectually curious and driven to constantly improve.</li><li>A dynamic personality with a high level of passion and motivation to achieve goals.</li><li>High ability to learn new insights and skills quickly while constantly adapting to new situations.</li><li>Dedication to constant self-improvement and exhibit a competitive drive.</li><li>Comfortable making outbound phone calls to influence financial advisors on the impact of donor advised funds and the importance of charitable planning.</li><li>A competitive drive and resiliency to achieve your goals.</li><li>Proven track record to continuously uncover new prospects and opportunities.</li><li>Effective time management skills to balance deal work, proactive fundraising activity, various campaigns, and personal development.</li><li>Motivated toward success, willing to demonstrate ownership and committed to achieving substantial goals.</li><li>Expert in the consultative selling approach to better understand the needs of the advisors.</li><li>Ability to build positive relationships with advisors in order to influence and exceed fundraising goals.</li></ul><h3>The Team</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising and Distribution.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’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.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.

Charitable Solutions Consultant

<h3>Job Description:</h3>The RoleFidelity Workplace Investing’s Tax-Exempt (TEM) Delivery Team is seeking an enthusiastic product leader with a passion for engaging partners across Workplace Investing, Brokerage, Wealth, and Fidelity Institutional. As a TEM Planner Enablement Squad Leader, you will provide product leadership and partner with Chapter Leaders (CL) and business partners to deliver on committed outcomes. You will work with the scrum team to execute delivery of our TEM Planner Enablement capabilities and releases aligned to the integrated product roadmap.​ Working with partners throughout and beyond TEM, you’ll ensure our TEM Products deliver on the future needs of our customers. The role reports to the Group Squad Leader (GSL), TEM DeliveryThe Planner Enablement Delivery Team supports the Fidelity associates responsible helping to serve the financial futures of those who serve others. The Value You Deliver<ul><li>Responsible for proactive research, analysis and recommendation of new &amp; existing feature opportunities that align to the TEM product strategies to be shared with GSL and Commercialization for consideration</li><li>Foster a culture of trust and innovation</li><li>Maintain alignment with key business partners and stakeholders thru transparent communication</li><li>Leverage product management discipline and technical acumen to execute product backlog</li><li>Demonstrate strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features</li><li>Drive continuous delivery of Epics &amp; Stories, aligned to Sub-Initiatives that have been prioritized</li><li>Ensure delivery outputs deliver value to the business</li></ul>The Team TEM provides retirement plan services to benefit leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges &amp; universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developersYou work in partnership with the TEM Learning Experience Squad Leader as well as with the TEM Group Squad Leader and Commercialization Leader, other Squad Leaders, Scrum Master and various Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity, agile practices, service-oriented leadership behaviors, you sustain and evolve our innovative culture.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required with 10+ years of professional experience; financial services preferred</li><li>Possesses strong technical aptitude and/or background (has supported a technical product for 3+ years), Salesforce experience required</li><li>Demonstrates strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features.​ Has strong understanding of the technology ecosystem (standards, practices, processes &amp; tools)</li><li>Proven success in<ul><li>delivering customer value in a highly complex and fast paced environment</li><li>leading team directly or indirectly</li><li>working and building partnerships in a highly matrixed, cross-functional environment with collaboration and building strong internal and external business partnerships</li><li>defining and launching products and services from concept to scale in market using Agile methodology practices/ceremonies processes and tools</li></ul></li><li>Proven track record of developing, executing and managing digital products and platforms</li><li>Adept at synthesizing quantitative data and qualitative feedback, using a data-focused approach to understanding customer needs, translating strategic goals into action, and prioritize to improve value delivered </li><li>Ability to handle multiple, sometimes conflicting priorities, balancing the needs of TEM and key partners </li><li>Skilled at influencing, and motivating colleagues without formal authority, and have a track record of building successful teams </li><li>You understand and have the skills for working across various technology platforms </li><li>Excellent presentation skills as well as solid written and verbal communication skills; ability to synthesize and articulate complex to simple </li><li>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </li><li>You are skilled at running a highly diverse, non-co-located agile team </li></ul><ul><li>Possess comfort with uncertainty – thing critically and make informed decisions when information is scarce </li></ul><ul><li>Proven time management and organizational skills; able to balance multiple competing priorities </li></ul><ul><li>Excellent critical thinking, analytical and problem-solving skills </li></ul><ul><li>Ability to clearly articulate product vision and features </li></ul><ul><li>Innovative thinking and thoughtful risk taking to get the work done better and faster </li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.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.

Squad Leader, TEM Planner Enablement

<h4>Description</h4>The Role As a Business Analyst, 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 a Product Owner (Squad Leader) and technology teams 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! The Team 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 digital product and service features in health care applications from inception to delivery. These squads will continue to bring new Healthcare capabilities to our digital experiences within our platforms including our Mobile App. The Expertise and Skills You Bring<ul><li>Bachelor’s degree preferred </li><li>3 - 5+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with proven ability to work across multiple multi-functional teams </li><li>Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development </li><li>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation. </li><li>Solid grasp of the architecture and deployment needed to support web development </li><li>Interact closely with Subject Matter Experts and partners across Fidelity Health Benefits domain to elicit Product requirements </li><li>Work with UXD teams to support prototyping </li><li>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool </li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification is a plus </li><li>Skilled at translating business vision into defined and prioritized user stories for team’s backlog </li><li>Ability to understand sophisticated customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team </li><li>Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features </li><li>Look for opportunities to innovate and take thoughtful risks to get work done better and faster </li><li>Excellent listening, communication (verbal and written), and presentation skills </li><li>You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals </li><li>You are highly organized and have a strong ability to prioritize and work under tight deadlines </li><li>Skilled at building relationships, fostering strong teams, and influencing others </li><li>You are a self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies </li><li>You have excellent business judgement and maintain confidentiality of all data </li><li>Providing consulting, support, and guidance to leadership, squad members, and other relevant partners to influence culture and behaviors </li></ul>The Value You Deliver<ul><li>Working in a Scrum Agile environment to deliver software </li><li>Leading and conducting business analyses to formulate and make recommendations </li><li>Identifying and defining solutions to business problems, through creation and documentation of systems and process specifications </li><li>Creating, documenting, and leading scrum team backlog (writing user stories / acceptance criteria, supporting prioritization, running refinement sessions, etc.) </li><li>Collaborate closely with business partners, development teams, external vendors, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle </li><li>Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication </li><li>Prioritize multiple initiatives and business analysis tasks at the same time </li></ul>

Business Analyst

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX! <h3>The Role</h3> The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client’s requests received through various channels. You will not be responsible for handling inbound client phone calls <h3>The Expertise and Skills You Bring</h3> <ul> <li>Bachelor’s degree OR equivalent work experience. </li><li>Financial services experience helpful and preferred. </li><li>1-2 years of experience in a customer service environment or transaction processing. </li><li>You have an outstanding ability to use your time effectively and are well organized </li><li>You have a strong analytical ability with great attention for detail </li><li>Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately </li><li>Your robust verbal and written communication skills, and interpersonal skills </li><li>Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes </li><li>You’re able to be flexible and calmly adapt to new changes </li><li>Your ability to receive and implement feedback in a prompt manner </li></ul> <h3>The Team</h3> The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features. <h3>COVID Work Policy</h3> Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role. <h3>Dynamic Working – Post Pandemic</h3> Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

61 Project Management / Professional Services Jobs in Euless, TX, USA