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<h3>Job Description:</h3> If you have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment while developing others, then consider joining Fidelity branch leadership, where you will have oversight of a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community. The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleYour ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. <h3>The Skills You Bring</h3><ul><li>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</li><li>You’re able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations</li><li>With your professional demeanor and excellent interpersonal skills, you easily foster relationships with clients, as well as internal associates, improving productivity and implementing ideas</li><li>You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverThis member of branch management will:<ul><li>Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential</li><li>Build a culture of trust through compelling communication, collaboration and coaching</li><li>Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations</li><li>Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation</li><li>Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</li></ul>How Your Work Impacts the OrganizationYou will function as a manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, and you’ll be creating the culture that ensures every client receives the experience they deserve and each associate maximizes their potential. <h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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

Vice President, Branch Leader - Austin, TX (Domain)

<h3>Job Description:</h3>The Vice President, Health &amp; Welfare (H&amp;W) Consulting position is within Fidelity's Workplace Consulting group, which is comprised of over 600 professionals who help clients solve some of the most sophisticated challenges. Workplace Consulting offers a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. The target market is large companies (more than 5000 employees) although many valued relationships exist with much smaller organizations.The RoleThe Vice President, H&amp;W initiates business development activity for Workplace Consulting projects and ongoing client opportunities. Additionally, the VP serves as a lead consultant on client assignments and is responsible for balancing revenue generation, productivity, client/project management, work quality and practice development. They also mentor less experienced associates, participate on cross-functional teams and promote teamwork within the practice, office and region.<ul><li>Analyze benefit programs by examining utilization trends, plan performance, claims and enrollment data and performance metrics; Provides guidance and consultative support to clients based on findings</li><li>Lead collection, analysis, negotiations and finalizing renewals</li><li>Develop health and welfare program pricing and budgets; determine employee contributions and premium equivalent rates for self-insured plans</li><li>Perform marketing analysis including RFP creation, proposal collection, and vendor comparisons; Assist with vendor selection and performance criteria; Negotiate rates/pricing, contractual provisions and performance guarantees with new and current benefit vendors; and manage new vendors and exiting vendors during implementation process</li><li>Assess and respond to legal or compliance issues related to health and welfare programs.</li><li>Maintain and apply knowledge regarding the major health plans, administrators and other vendors available in the marketplace to consulting clients and prospects</li><li>Plan and deliver projects arising from client needs related to health and welfare benefit programs</li><li>Ensure clear and detailed understanding of the client needs and situation, including client’s affirmation of our understanding</li><li>Develop project plans with accurate estimates of the time and fees required for completion.</li><li>Manage client expectations regarding project timing and fee estimates. Lead projects in accordance with quality standards and estimated time frames. Understand what constitutes a 'change in scope' requiring revised fee estimates and appropriate communication with all parties involved</li><li>Communicate regularly with the project team and practice management.</li><li>Be viewed as a reliable business advisor by internal relationship managers, clients, and prospects as it pertains to strategic human resource consulting, in particular health and welfare benefits</li><li>Initiate and effectively participate in business development activities</li><li>Serve, or be prepared to serve, as a lead contributor during client/prospect presentations. Effectively gather client/prospect information and document such information in a manner helpful to other consulting colleagues. Effectively present and discuss current issues with clients and prospects</li><li>Prepare effective letters, presentations, proposals, etc.; effectively deliver presentation to other associates and to clients</li><li>Apply effective follow-up skills and routines to secure as many business development opportunities as possible</li><li>Demonstrate team selling and the appropriate delegation of time and responsibility during and following the business development process</li><li>Generate new business of $1M annually</li><li>Participate as a cooperative, proactive team member in projects involving other associates throughout the practice, group and region</li><li>Accept coaching and other development feedback from associates within and outside the practice</li><li>Share information freely and pro-actively. Keep other associates apprised of current information, and ensure all relevant information is captured in client files</li><li>Help develop standardized work processes which improve quality and productivity</li></ul>The Expertise and Skills You Bring<ul><li>10+ years of proven experience in benefit plan design, funding and/or administration. Background may encompass either consulting, plan sponsors or vendor organizations</li><li>A master’s degree is preferred. Bachelor’s degree is required</li><li>CEBS designation or actuarial credentials is required</li><li>Must have demonstrated competencies and experience in the following areas:<ul><li>Selling consulting services to Fortune 500 companies</li><li>Solving difficult client problems in a complex environment</li><li>Generating creative and innovative solutions and resolving major project issues</li><li>Initiating and sustaining ongoing relationships with clients, internal business partners and other associates</li><li>Presenting project proposals and deliverables to senior management</li><li>Managing contractual provisions, including scope control and managing projects through to conclusion</li><li>Pro-actively teaching and mentoring others</li></ul></li></ul><ul><li>Excellent analytical skills and communication skills (written and verbal), as well as strong interpersonal and team building skills</li><li>Detail oriented with the ability to lead many diverse projects with tight deadlines</li><li>Ability to work in fast-paced environment and own tasks to support clients</li><li>Strong Microsoft Office PC skills in Excel and Word</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The base salary range for this position is $124,000-$262,000 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>Consulting

Vice President, Health & Welfare

<h3>Job Description:</h3><h3>The Role</h3>As the VP, Acquisition Solutions (Squad Leader), you will work as part of the Marketing Solutions team within the Marketing Domains’ Strategy and Operations organization. You will lead a delivery team responsible for bringing acquisition and growth experiences to market in collaboration with the Marketing Channels team.You will work to deliver scalable solutions that push the full potential of marketing technology platforms and offer modernized capabilities for our marketing teams to deliver engaging pre-login Fidelity.com experiences, visitor re-engagement and prospect experience targeting. Activating these solutions requires engagement across Marketing Channels, UXD, and Marketing Technology. This team sits at the intersection of emerging capabilities and advancing experience delivery.Your ability to effectively communicate at multiple levels and adapt to changing business needs will be critical to your success as you collaborate with internal business partners across domains. Influence will play a big part of your success in this role. Strategic influence, influence on marketing and measurement methodologies, influencing well engrained ways of working, influencing technological approaches and integrations, and influencing and aligning expected outcomes.Focus areas include: <ul><li>Experience with enterprise-level content management systems, namely Adobe Sites (AEM) and/or SDL Tridion preferred</li><li>Proficiency with onsite and mobile experimentation platforms (e.g., Adobe Target and / or proprietary solutions)</li><li>Familiarity with advanced measurement and visualization platforms (Adobe Analytics, Snowflake, Tableau)</li><li>Familiarity with technical SEO, paid search, and AI-Generative search techniques</li><li>An understanding of the marketing data landscape, including identity resolution, CDPs, and AdTech onboarding</li></ul><h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s Degree, 8-10+ years in a marketing role or within an advertising agency</li><li>Refined ability to deliver senior-level presentations, roadmaps, and artifacts that effectively communicate the value, execution approach, and timing of complex deliverables to both technical and non-technical audiences.</li><li>Demonstrated framework thinker</li><li>Ability to direct teams to direct and create clear and standardized documentation</li><li>Self-directed with strong facilitation skills that empower cross-functional teams by planning and prioritizing work, providing clear direction, and maintaining clear communications with team members and partners.</li><li>Anticipates, and works to eliminate or minimize, potential challenges and issues</li><li>Adept at problem solving and have a keen interest in finding and sharing process efficiencies</li><li>Excellent oral/written communication and presentation skills</li><li>Experience leading people</li></ul><h3>The Team</h3>As part of the Marketing Strategy and Operations team, the VP, Acquisition Solutions plays a pivotal leadership role on our fast-paced team! By role modeling and promoting Fidelity and agile leadership behaviors, you will build and sustain an innovative agile culture.<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.

VP, Acquisition Solutions (Squad Leader)

<h3>Job Description:</h3>Job Description: Do you want to work with a team that helps understand how customers interact with Fidelity to drive better experiences and outcomes? Are you known for creating compelling, actionable insights with your data and analytic skills? Come join a world-class analytics team and work in an agile way to help power Fidelity forward with the best experiences in the Financial Services industry! The Team The Customer Knowledge &amp; Strategic Insights (CKSI) group within Wealth organization is an organization with a mission to drive client and business value using data, analytics and customer research. The work we do uses the wealth of its data to enable algorithms, analyses, and data products, resulting in transformed customer experiences and better strategic business decisions. As a member of the CKSI analytics chapter, you will be part of an agile team focused on helping enable business applications, customer insights and research with data platform. Your Role As the Director, Analytics &amp; Insights you will work on an agile team focused on helping understand how internal business partners use data in various applications, gather requirements for engineering teams, conduct analytics and develop insights to inform key decisions. In addition, you will power the team with key insights, create self-service analytic tools, and facilitate learning through experimentation. The Expertise We’re Looking For <ul><li>10+ years of demonstrated experience in data and analytics </li></ul><ul><li>Strong business acumen and uncanny ability to serve as a translator between business and technology. </li></ul><ul><li>Proven ability to lead projects, rallying collaborators from other organizations and getting to the heart of business problems. </li></ul><ul><li>Experience with Snowflake/AWS cloud platforms. </li></ul><ul><li>Naturally collaborative with experience working in an Agile environment, including with remote teams, both on and offshore. </li></ul><ul><li>Excellent written, oral communication, project management and presentation skills, and the ability to present complex data and statistics in a simple and clear way </li></ul><ul><li>You bring passion to your work and operate with a sense of purpose that inspires and motivates those you work with. </li></ul><ul><li>You are intellectually curious, always eager to learn new skills and share the knowledge with others. </li></ul><ul><li>You bring a data-driven approach to decision making. </li></ul><ul><li>You demonstrate a mix of analytics and technical skills - SQL, any programming language and/or Data Visualization tools. </li></ul><ul><li>You have extensive experience in partnering with key stakeholders to understand their business needs and delivering self-service solutions to exceed their expectations. </li></ul>The Skills You Bring <ul><li>Analytic expertise working with structured and unstructured data to identify key insights </li></ul><ul><li>Critical thinking and intellectual curiosity with desire to continuously learn new skills </li></ul><ul><li>Collaborator and are able to build and establish strong partnerships at all levels. </li></ul><ul><li>Hard-working, passionate teammate who thrives in an agile environment </li></ul><ul><li>Have fun at work and foster team connectiveness </li></ul>The Value You Deliver <ul><li>You enable the team to consistently enhance data platform and products. </li></ul><ul><li>As a continuous learner, you’ll stay abreast of the latest innovations across analytics, data science and machine learning, proactively developing your analytical skills to maintain your world-class expertise. </li></ul><ul><li>You’ll collaborate effectively with team members across the globe. </li></ul><ul><li>Working across Fidelity, you will help shape Snowflake platform to meet the needs for our customers along with your fellow analysts and product owners. </li></ul><ul><li>You drive continuous improvement in business process automation and self-service dashboard. </li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.

Director, Advanced Data Analytics and Insights

<h3>Job Description:</h3>SQUAD LEADER – SMART ENROLLMENT RECORDKEEPING SQUAD (New Squad)The RoleAs a Smart Enrollment Recordkeeping Squad Leader, you blend leadership and product development experience with a passion for creating customer value and delivering results. You will be part of the fast-growing Fidelity Health group which helps employees make better health and financial decisions and take full advantage of their benefits. You will make a difference in the lives of our clients employees as we build a new and reimagined experience to help employees choose benefits for themselves and their families with personalized guidance from Fidelity. These decisions can save employees thousands of dollars a year, help protect their assets and provide higher quality health care for themselves and their families.As the product owner you are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities including a new benefits enrollment experience. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features and ensure respective products or services are available, stable, performant and supported when required. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.<ul><li>Providing leadership for one or a small set of squads in alignment with the overall product area strategy</li><li>Defining, refining, and communicating the squads' mission and roadmap to motivate and build team and partner support and alignment</li><li>Making decisions that can impact business results with guidance from leaders. Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team</li><li>Measuring performance against established objectives and KPI’s that deliver on agreed upon business, technology, and people results</li><li>Defining, evaluating, and communicating results against acceptance criteria. Engages with stakeholders regularly to monitor and share progress.</li><li>Inspecting and evaluating progress, and removing impediments</li><li>Collaborating and coordinating with Chapter Leaders and Scrum Masters to build squad capacity and capability and enabling squad member growth, development and learning</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li><li>Maintaining an understanding of client and market needs, preferences, and priorities</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; Master’s degree preferred</li><li>7+ years in agile, product management, technology and/or business</li><li>Experience designing, developing and maintaining dynamic products and solutions</li><li>Financial services and/or benefits administration experience, including familiarity with the regulatory environment, preferred</li><li>Agile experience</li><li>Jira and Jira Align experience preferred</li><li>You take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered</li><li>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these</li><li>You have a strong focus on execution and identify, communicate and remove impediments to progress</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You continuously improve and encourage an agile way of working</li><li>You establish and maintain unquestioning relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</li><li>You are intellectually curious and model a culture of continuous learning, mentoring and coaching</li><li>You have or are committed to developing a balance of technology and non-technology skills in order to fully appreciate the broad needs of our customers</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team You work in partnership with the Employee Digital Experience, Health and Welfare and HSA Product Area Leaders, other Squad Leaders, Scrum Master, and Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture. You will work within a large and evolving product offering, development, and support program, including numerous interdependent Agile squads.The base salary range for this position is $100,000-$169,000 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>Product Management

Squad Leader-Fidelity Health Smart Enrollment Recordkeeping

<h3>Job Description:</h3>The RoleWe are looking to hire a Senior Analyst for our Corporate Audit Innovation team. As an innovation practitioner, you will deliver automation capabilities that generate efficiency and enhance the assurance provided by Corporate Audit.You are an automation and data science practitioner with background in applying innovative techniques to the audit process. Your role as an experienced member of the Innovation team within Corporate Audit supports the development of strong organization wide digital auditing capabilities that require knowledge of front-end web development.How Your Work Impacts the Organization Our mission in Fidelity Corporate Audit is to drive positive change and protect the firm and its customers by providing risk-based and objective assurance, advice and insights.On the Audit Innovation team, we accomplish this through:- Developing automated web-based technology solutions that help in assessing the adequacy and effectiveness of controls, risk management, compliance and governance processes- Actionable reporting and operational insights on issues and resolution plans that improve Fidelity’s control environment- Developing continuous risk assessment and anomaly detection capabilities through use of sophisticated data analytics and data mining techniques- Leading the charge in use of ML/AI, and Gen AI capabilities as enablers to re-imagine how we conduct assurance activities in the firm.The goal of Innovation Team is to develop automation capabilities that result in a data intelligent organization and improve the audit life cycle by providing operational insights. We need a team member who enjoys collaboration, is always looking for a new challenge that helps them grow as a professional!Candidates should demonstrate hands-on technology skills and may be required to share access to GitHub code repositories or complete case studies to assess technical prowess. The Expertise You Have<ul><li>1 - 4 years demonstrated ability in developing Automation or Data Science capabilities in a risk and controls environment, preferably within financial services.</li><li>Expertise and development experience with at least three of the following:<ul><li>Python</li><li>Front-end Development Skills<ul><li>JavaScript / Typescript (and related frontend UI frameworks)</li><li>React / NextJS</li><li>HTML/CSS</li></ul></li><li>Relational Databases, NoSQL Databases (including graph databases)</li><li>ML/AI algorithms</li><li>UI/UX design experience</li><li>Elementary understanding of Cloud, Docker</li><li>DevOps tools (JenkinsCore, Terraform, Kubernetes etc.)</li><li>Understanding of REST API</li></ul></li><li>BS/MS in Computational Sciences, Data Science, Math, Engineering, Cybersecurity, or related field of study.</li><li>Professional audit or information security experience and / or certifications preferred (CIA, CISA, CISSP, etc.).</li><li>Cloud computing (AWS or Azure) related professional-level certifications preferred.</li><li>Financial Services industry experience preferred.</li><li>Strong oral and written communication and ability to articulate audit and automation goals and value to stakeholders.</li><li>Experience working with and understanding the needs of clients</li><li>Analytical skills and experience evaluating risk and making decisions based on hard/soft data</li><li>Ability to quickly learn new subject matter in various business/technical areas, develop others, and have fun doing all of this!</li></ul>The Skills You Bring<ul><li>Technology solutions development as it relates to improvement and automation of risk and control processes and sub-processes.</li><li>Working on project and / or initiatives, individual contributor or with other data scientists, automation software engineers, providing technical expertise by tapping into current or past hands-on development experience</li><li>Knowledge of financial services industry including retail (e.g., managed accounts, self-directed brokerage), and institutional client product offerings and services (e.g. custody and clearing, capital markets), and industry regulations and requirements preferred.</li><li> Collaboration skills and a fact-based, data driven approach to understanding risks to our business.</li></ul>The Value You DeliverDeliver on the Innovation Strategy <ul><li>Complete the project and initiatives for your team and develop digital auditing solutions</li><li>Sharing information about the innovation squad’s output and priorities with other squad members</li></ul>Support your team to achieve goals for each sprint<ul><li>Implement audit automation work through a well-organized backlog and clearly communicating the highest value work</li><li>Delivering work product according to the acceptance criteria for audit automation and assurance enhancing capabilities</li></ul>Support and enabling your squad to deliver high quality audit innovation work product<ul><li>Regularly engaging with the team members to offer updates, and provide feedback on work-in-progress, clarify requirements and answer business and technology questions</li><li>Removing roadblocks or impediments that prevent the squad from progressing on its work</li></ul>The base salary range for this position is $64,000-$121,000 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>Audit

Audit Senior Analyst, Innovation

<h3>Job Description:</h3>SQUAD LEADER – FIDELITY HEALTH EMPLOYEE DIGITAL EXPERIENCE (New Squad)The RoleAs a Employee Digital Experience Squad Leader, you blend leadership and product development experience with a passion for creating customer value and delivering results. You will be part of the fast-growing Fidelity Health group which helps employees make better health and financial decisions and take full advantage of their benefits and health accounts. You will be helping to build a new year-round benefits engagement experience for the employees of Fidelity Health’s Health and Welfare and HSA clients. You will make a big difference in the lives of our clients employees as they find, pay and save for health care for themselves and their dependents.As the product owner you are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities including a new benefits enrollment experience. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features and ensure respective products or services are available, stable, performant and supported when required. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.<ul><li>Providing leadership for one or a small set of squads in alignment with the overall product area strategy</li><li>Defining, refining, and communicating the squads' mission and roadmap to motivate and build team and partner support and alignment</li><li>Making decisions that can impact business results with guidance from leaders. Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team</li><li>Measuring performance against established objectives and KPI’s that deliver on agreed upon business, technology, and people results</li><li>Defining, evaluating, and communicating results against acceptance criteria. Engages with stakeholders regularly to monitor and share progress.</li><li>Inspecting and evaluating progress, and removing impediments</li><li>Collaborating and coordinating with Chapter Leaders and Scrum Masters to build squad capacity and capability and enabling squad member growth, development and learning</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li><li>Maintaining an understanding of client and market needs, preferences, and priorities</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; Master’s degree preferred</li><li>Scrum Product Owner Certification (CSPO) and/or Certified Employee Benefit Specialist (CEBS) or similar designations are a plus</li><li>7+ years in agile, product management, technology and/or business</li><li>At least 3 years leading the building of end customer facing digital experiences</li><li>Experience designing, developing and maintaining dynamic products and solutions</li><li>Financial services and/or benefits administration experience, including familiarity with the regulatory environment, preferred</li><li>Agile experience</li><li>Jira and Jira Align experience preferred</li><li>You take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered</li><li>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these</li><li>You have a strong focus on execution and identify, communicate and remove impediments to progress</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You continuously improve and encourage an agile way of working</li><li>You establish and maintain unquestioning relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</li><li>You are intellectually curious and model a culture of continuous learning, mentoring and coaching</li><li>You have or are committed to developing a balance of technology and non-technology skills in order to fully appreciate the broad needs of our customers</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team You work in partnership with the Employee Digital Experience Product Area Leaders, other Squad Leaders, Scrum Master, and Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture. You will work within a large and evolving product offering, development, and support program, including numerous interdependent Agile squads.The base salary range for this position is $100,000-$169,000 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>Product Management

Squad Leader Fidelity Health - Employee Digital Experience

<h3>Job Description:</h3>The Team Asset Management Risk provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes. The Expertise and Skills You Have<ul><li>3-5 years of experience; prior experience in an operating role in the crypto industry, at a top-tier management consulting firm, an asset management / private equity / venture capital firm, or in investment banking </li><li>Extensive experience with blockchain technology and digital assets, along with an understanding of their technical underpinnings</li><li>In depth knowledge of data analysis techniques and visualization tools (e.g., Tableau)</li><li>Extensive project management experience</li><li>SQL and Python programming experience a plus</li><li>Bachelor’s degree required</li><li>CFA and/or FRM certifications a plus</li></ul><ul><li>Strong data analysis skills (e.g., tools, strategies) with proven experience querying and analyzing large data sets and assessing outcomes</li><li>Skilled at operating autonomously to achieve results in a dynamic environment</li><li>Thrives in a dynamic organization where priorities shift to respond to business</li><li>Superb verbal and written communications skills</li><li>Ability to build executive level presentations and data visualizations</li><li>Outstanding relationship management skills; customer service orientation</li><li>Strong collaborator; able to develop and maintain working relationships with peers</li><li>Ability to influence others to get the job done and partner with other areas of Fidelity</li></ul> The Role The Asset Management Senior Risk Manager will support general risk oversight for Digital Assets, Equity, High Income, Fixed Income, Managed Accounts, and Asset Allocation Investment Teams, with a focus on blockchain and cryptocurrency related business capabilities, products, and services. Responsibilities include gathering industry data, analyzing market trends, assessing internal processes, developing tools to measure and monitor for operational risks, and designing plans to mitigate potential risks that could adversely impact Fidelity, our clients, or associates. This role will be accountable for analyzing end-to-end processes, assessing related data and controls to identify potential risks, performing targeted data-driven risk assessments, and developing risk management reporting using data visualization tools.<h3>Certifications:</h3><h3>Category:</h3>RiskFidelity’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.

Senior Manager, Asset Management Risk

Senior Coordinator- COURIJob ID: 13669Location: El Paso, TXFull/Part Time: Full TimeRegular/Temporary: RegularAbout UTEPThe University of Texas at El Paso (UTEP) is a comprehensive public research university that is increasing access to excellent higher education. We advance discovery of public value and positively impact the health, culture, education, and economy of the community we serve.UTEP is America's leading Hispanic-serving university. Located at the westernmost tip of Texas, where three states and two countries converge along the Rio Grande, 85% of our 25,000 students are Hispanic, and half are the first in their families to go to college. UTEP offers 170 bachelor's, master's and doctoral degree programs at the only open-access, top-tier research university in America.Position InformationHiring Department: COURIPosting End Date: Open until filled. This posting may close once a sufficient number of qualified applications have been received.Hours: 40 hours per week, standard Monday- Friday 8:00am- 5:00pm, with some flexibility for occasional off-hours events.FLSA status: ExemptEarliest Start Date: As soon as possible.Salary: $46,550 annually,Required Application Materials:• Resume• Cover Letter• List of three referencesThe primary accountabilities are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information. A valid driver's license issued by the State where the applicant resides and insurability as defined in UTS 157 may be required to perform the position's essential functions.Purpose of PositionUnder minimal supervision, provides coordinating services, keeps official records, and executes administrative policies determined by or in conjunction with other officials, within area of assigned responsibility.Essential FunctionsDevelops and implements administrative procedures for information processing, record maintenance, funding compliance; compiles, verifies and prepares materials and information to comply with required reports, surveys, analysis; establishes recordkeeping procedures and monitors records for appropriate information retention.May assist with grant writing functions to include researching/identifying funding opportunities, generating required documentation, establishing budgetary needs, and submitting proposals.May be required to work with an assigned team, unit, or section and is responsible for insuring that all assigned activities and resources are properly coordinated; may coordinate with others to analyze areas, satisfy planning needs, and document program effectiveness and compliance with appropriate guidelines; works to remove barriers that impede continuous improvement.Serves as an advocate for the group or program to obtain support for the program(s) both within the department and in the community; designs and creates systems to address specific program goals.Formulates organizational and operational plans, grants, contracts, or procedures for achieving program goals.Reviews and analyzes practices and procedures; makes recommendations to ensure established standards are met.Speaks to groups and organizations to explain services and to promote cooperation and understanding; serves on committees, boards, or councils.Provides technical planning assistance and training; may serve as a subject matter expert (SME) providing specific consulting/advising services.Promotes and consults on establishing organizational missions, planning and policy documents, special programs, and improving or restructuring existing programs.Coordinates communication efforts/marketing plans for the program by researching and releasing information, through multimedia outlets, to current/prospective clients; develops brochures, newsletter, flyers, booklets, and other publications for internal and external use.Evaluates effectives of support functions and recommends changes.Identifies support staff needs and recruits; selects and trains personnel; implements disciplinary actions as needed.Plans and coordinates special events (workshops, seminars, open houses, etc.) on behalf of program.Knowledge of all Microsoft Office software and able to learn and use institutional software systems.Complies with all State and University policies.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Required Qualifications:Education: Bachelor's DegreeandExperience: Three years of related experience; or equivalent combination of education and experience.Preferred Qualifications: Four years of related experience to the statement of duties and responsibilities; or equivalent combination of education and experience. Familiar with UTEP programs (Peoplesoft, Banner, etc.)Additional InformationThe physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee must frequently stand and walk. The employee must regularly sit; use hands to feel; reach with hands and arms; and talk or hear. The employee must lift and move up to 50 pounds.The noise level for this work environment is usually moderate.In keeping with its access, excellence and impact mission, The University of Texas at El Paso is committed to an open, diverse, and inclusive learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity/Affirmative Action employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, sexual orientation, or gender identity in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972. Inquiries—including the filing of a Formal Complaint or reporting an incident—about the application of Title IX may be referred to the Title IX Coordinator, who can be reached by phone at (915) 747-8358, by email at <a href="mailto:titleix@utep.edu" target="_blank">mailto:titleix@utep.edu</a>, or by mail at 500 W. University Ave., El Paso, TX, Kelly Hall, Room 312.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6335290jeid-c0f2a2194ab54c4fa0cf54fb50e2fbc7" target="_blank">https://apptrkr.com/6335290jeid-c0f2a2194ab54c4fa0cf54fb50e2fbc7</a>

The University of Texas at El Paso

Senior Coordinator- COURI

<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 Charitable 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>

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