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<h3>Job Description:</h3>As the Client Services Team Leader, you blend deep Health and Welfare and Operations expertise with a passion for coaching, mentoring, and developing associates. You are deeply committed to improving the value delivered to our customers. In an agile structure you will collaborate with other leaders to establish the standards for your team and domain, influence strategic decisions and build solutions in your expertise. You will directly manage a team of CSMs who primarily work with their virtual teams across product and project squads, but report directly to you. You are dedicated to helping them grow and develop in their knowledge area and ensure alignment on the how of the work they perform. You are committed to developing your own expertise and knowledge to bring the latest thinking to your role and to empower others with that knowledge.Your success is measured through client satisfaction, dedication, and retention results, improving operational scale and overall leadership of the team. The role requires a desire and ability to lead cross-functional initiatives which have significant business impact.As a player/coach, you will spend a percentage of your time as a Client Service Manager Lead applying your expertise and experience in direct client interactions as a point of escalation or assisting with larger initiatives like Implementation, Acquisitions or Annual Enrollment efforts.In addition you will help advance the work and improve project team and product area performance.<ul><li>Ensuring Client Service’s talent composition aligns with strategic business priorities including workforce planning vital to provide increased value and results for customers and the business</li><li>Supporting and empowering direct reports and virtual team members, to enable delivery of increased value in their teams</li><li>Enabling an agile and frictionless organization by demonstrating agile behaviors</li><li>Proactively partnering with Chapter Area, Product Area, Center of Excellence, Product Squad Leaders and Project Leads to:<ul><li>influence strategic backlog and prioritization decisions related to your area of expertise</li><li>measure performance through established objectives and KPI’s to deliver agreed upon business, technology, and people results</li><li>align team members across project squads and product areas to ensure the best utilization of talent while also building learning opportunities and learning day content to develop skills</li><li>set and apply standards and ensure the work performed is aligned with established road maps</li><li>remove impediments to delivering value</li></ul></li><li>Actively sharing insights, knowledge, industry practices and developments across the organization</li><li>Working with broader virtual teams including Product and Project teams to deliver exceptional service to the client and their participants, prioritizing work based on risk, strategic priorities, and client objectives</li><li>Demonstrate leadership behaviors to promote a diverse and inclusive environment, and ensures all associates are provided a safe and respectful workplace.</li></ul>The Expertise and Skills You Bring<ul><li>BS or BA required; MBA preferred</li><li>10+ years of client service management experience</li><li>Experience leading, coaching, mentoring, and developing people and teams</li><li>Experience identifying and acquiring talent needs, resource planning and talent allocation across large organizations</li><li>You are a committed people leader capable of developing others within your knowledge area to accelerate and achieve increased skill proficiency</li><li>You possess excellent interpersonal and communication skills with which you build and maintain strong cross-functional partnerships and relationships at all levels of the organization</li><li>You continuously improve and encourage an agile way of working</li><li>You optimally develop and proactively share your knowledge and perspectives and build the same expectation within your chapter</li><li>You are intellectually curious and model a culture of continuous learning, mentoring, and coaching</li><li>You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses</li><li>You closely supervise performance measurements to ensure targets are met and/or exceeded; takes corrective action and implements plans as needed.</li><li>You are flexible and can easily shift priorities and apply excellent planning, organizational and interpersonal skills</li><li>You enjoy and have expertise in strategic planning and execution</li><li>Ability to provide guidance and oversight to mitigate, eliminate or reduce operational risk for complex issues to protect our clients and the firm from financial and regulatory risk.</li><li>Enjoy promoting and working through new trends, technology and changing demands.</li><li>Ability to create a climate that supports collaboration between differing viewpoints.</li><li>Builds credibility and trust with diverse business partners that can be utilized in future interactions.</li></ul>The TeamYou work in partnership with Leaders aligned to Product, Systems, Program/Project Management and Business Analysis. By demonstrating and promoting Fidelity and agile leadership behaviors, you evolve and sustain our innovative culture.This role is a member of the Client Service Management Leadership Team, which is a part of Health Care Operations organization. This team leads Client Service Managers who work on behalf of our WI plan sponsors who have chosen Fidelity as their recordkeeper for their Health and Welfare and HSA plans. This team supports clients in our Large, Select and Strategic corporate market segments.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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, H&W CSM Team Leader

<h3>Job Description:</h3>Director, Product Owner The RoleFidelity Charitable is actively seeking an experienced digital leader to drive key initiatives evolving the next generation giving platform. This role is part of the Portfolio delivery team responsible for delivering on a strategic multi-year plan to reimagine the digital experience and solutions for donors, associates, advisors and non-profits. As a Director, Product Owner, you act as a catalyst and vision-keeper for agile teams. You support multiple teams’ delivery by ensuring the backlog is prioritized, engaging actively with the teams, guiding teams towards solutions, measuring impacts, and broadcasting results to the broader organization. The product owner communicates with stakeholders, while simultaneously working to connect the teams to users and the broader business. This role will also be responsible for assisting with broader advisor and non-profit solutions area needs for things like, prioritizing across team backlogs, strategic thinking and success metric analysis.<ul><li>Engagement with broader Fidelity Charitable staff to identify and deliver platform enhancements that drive user experience and donor results</li><li>Serve as Product Owner throughout agile process, ensuring user stories and business acceptance criteria meet business requirements and user expectations</li><li>Mentor/Coach other Product owners on standards and best practices</li></ul>The Expertise and Skills You Bring<ul><li>8+ years product management/ product owner experience</li><li>BA or BS, MBA a plus</li><li>Ability to manage requirements and backlogs for up to two teams.</li><li>A passion for innovation and big picture thinking, while also being able to comprehend and communicate details of feasibility and delivery</li><li>A background in agile methodologies at scale</li><li>A Product mindset that indexes to client obsession, outcomes, and execution</li><li>Ability to collaborate with cross functional teams to deliver value for our associates and end users</li><li>Ability to translate cross functional business goals, epics, and user stories for an Agile team</li><li>Experience creating product backlogs, prioritized based on value, size, risk, and other relevant considerations</li><li>Experience encouraging teams to take ownership for their commitments without sacrificing quality or sustainable pace</li><li>Comfort with emerging technologies, assessing new opportunities and engaging with creative thinkers passionate for how technology is best used to make giving easier and impactful</li><li>Strong communication skills with experience presenting to senior audiences and stakeholder management</li><li>Strong problem-solving and decision-making skills</li><li>Experience working closely with agile teams to define initiative roadmap, prioritize backlog(s), and define a Minimum Viable Product</li><li>Create and maintain strategy decks and provide regular roadmap updates</li><li>Passion from solving problems without leading with solutions</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis team is part of the Advisor and Non-Profit Solutions Product Area within Fidelity Charitable, whose mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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, Product Owner

<h3>Job Description:</h3><h3>Sr. Manger, Business Analyst </h3><h3>The Role</h3>Workplace Investing Talent and Learning team is seeking someone who is passionate about understanding complex problems, extracting fact-based insights, and developing a communication strategy to help a large organization mobilize around a solution. In this role, you will dive deep into data, connecting the dots across disparate sets of information, and help answer and solve key challenges aligned to learner experience and talent development.<h3>The Expertise and Skills You Bring</h3>Ability to navigate multiple data sources and business partners, interacting with them to complete analytical needs while maintaining a clear strategy and understanding of inconsistencies. Excellent communication skills to prepare clear visual, written, and spoken content to influence partners at various levels across the organization. A continuous improvement approach, willingness to challenge the status quo, and push for new thinking.<ul><li>Ability to formulate and implement strategies around business intelligence, plan benchmarking, insights, and analytics. Strong grasp of data visualization best practices, ensuring insights are presented clearly, accurately, and in a way that drives business decisions.</li><li>Experience using business intelligence platforms to extract, join, and transform data for analysis (e.g., Power BI, Tableau, SQL, Excel). Strong understanding of business intelligence tools and data visualization techniques (Tableau, PowerBI, SQL).</li><li>Strong consulting practice with proven track record to listen, probe, and draw out deeper levels of understanding to assist with solutions and design needs.</li><li>Consistent track record in analyzing people and learning data to develop strong insights that guide strategy development and execution.</li><li>Experience crafting and developing survey instruments to drive data collection and insights.</li><li>Confirmed experience influencing partners through confident presentations and cross-collaboration with team members.</li><li>Analyze sophisticated data sets, identify trends, and extract relevant insights is essential for developing effective analytics and reporting products.</li><li>Conduct detailed market research to understand industry trends, client needs, and the competition.</li><li>Collaborate with different teams across WI HR and WI Talent &amp; Learning to implement proposed strategies based on insights gleaned from analysis into organizational health, leadership development, and alignment to talent planning.</li><li>Ability to craft and implement analytics solutions that effectively communicate sophisticated analytics in a clear and understandable format on your own and/or working through a team.</li><li>Develop and present detailed reports and presentations for partners.</li><li>Compose prototype dashboards and routines that deliver actionable business intelligence.</li><li>Proficiency with survey authoring tools such as Qualtrics and the ability to build questions and frameworks to achieve a goal.</li><li>Works from a foundation of DARN with core data management practices and high levels of scrutiny to safeguard sensitive data. Ensuring the confidentiality and integrity of our data sets.</li></ul><h3>Note: Fidelity is not providing immigration sponsorship for this position </h3><h3>The Team</h3>As a member of the Workplace Investing Talent &amp; Learning team, you will be part of a team with a vision to ignite a passion for continuous learning through interactive, memorable, and innovative experiences that develop confident and engaged associates who power the future of Fidelity. We value community with a fun and innovative culture where you will work with the business unit teams and HR to drive talent strategies to meet business outcomes and help to influence the associate experience.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Sr. Manger, Business Analyst

<h3>Job Description:</h3>The RoleDo you have a solid understanding of regulatory reporting requirements for registered investment companies and alternative products? Would you be interested in participating in the implementation of new regulatory reporting requirements, products and technology, and improving processes by streamlining and introducing automation? If this sounds like you, this job is for you! This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall.In this role, you will leverage your analytical stills, knowledge of accounting and financial reporting, attention to detail, and project management skills combined with strong interpersonal skills to partner with technical, oversight, business partners, operation leaders and operational associates to scale technology and processes to produce accurate time-sensitive reporting and filings required for shareholders and regulators. You will also coach and mentor staff to achieve high-quality results, adhere to process controls to proactively mitigate risk and manage a backlog. Your ability to work within a team and under pressure to meet deadlines will be essential to our success and in helping to support the service line’s overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity’s products. <h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree or equivalent with 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting, with Digital Assets / Alternative products preferred.</li><li>Solid understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment</li><li>You have a solid understanding on the processes involved in producing regulatory reports (e.g., specifically financial statements)</li><li>Focus on innovation – ability to identify and drive forward ways to improve and automate current processes</li><li>Function as a key liaison with Operations, Technology and Squads to provide requirements, build testing plans, manage and set expectations with business partners (internal and external to Shareholder Reporting), develop and execute on-boarding plans, mitigate risk items, and manage the technology backlog.</li><li>Ability to work with all levels of management, across a large multi-faceted organization, and influence high impact decisions quickly and accurately</li><li>Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory and technology environment.</li><li>You have a strong ability to prioritize work and manage competing deliverables and deadlines and partner with application support members to execute on in-cycle production issues.</li><li>Strong understanding of workflows and requirements of internal and external business partners and systems applications</li><li>Experience with helping to define and understand the environmental impacts of initiatives too anticipate and coordinate operational readiness</li><li>Excellent written and verbal communication and strong presentation capability</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. <h3>The Team</h3>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of developing reporting solutions for Fidelity’s new investment products, including alternative investments, while incorporating new and changing regulations and implementing a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success!#FFIOALTS<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Operations Readiness Leader

<h3>Job Description:</h3>The RoleAs a Director for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on identifying proactive efficiency opportunities, project management, high level initiatives and critical issues, and demonstrating strategic partnerships across the NF platform. The Manager is responsible for leading and developing the CM team, assisting with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our correspondent clients. In partnership with the Relationship Management team, you and your team represent a best-in-class service team and the face of Fidelity dedicated to your correspondent client and their business.The Expertise You Have <ul><li>10+ years of Financial Services experience; Brokerage Operations preferred</li><li> Bachelor’s degree preferred</li><li>Series 7 license required</li><li>Series 24 license needed within first 6 months</li><li>People management experience desired</li><li>Client facing experience required</li><li> Project management experience required</li><li> Business analysis and consulting experience a plus</li></ul>The Skills You Bring <ul><li>You will have outstanding interpersonal and client service skills</li><li> Shown success in developing strong professional relationships</li><li>Excellent problem solving and consultative skills</li><li>You have influencing skills</li><li>Industry/brokerage knowledge</li></ul>The Value You Deliver<ul><li>Developing and maintain deep client relationships</li><li>Driving strategic initiatives</li><li>Optimizing the client service experience</li><li>Improving operational efficiency</li><li>Serving as a client advocate</li><li>Interpersonal engagement</li></ul>The TeamFidelity Institutional Client Experience Division (CE) provides outstanding customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. We ensure a seamless and robust experience for our clients by developing positive relationships to build lasting trust, dedication, and satisfaction.NOTE: This role is not approved for sponsorship.The base salary range for this position is $95,000-186,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Director, Client Service Management

Client Service Representative Quality Team Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX. The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. This role will support Service Delivery in its mission to improve processes, measure capability, and drive performance. The Expertise We’re Looking For <ul> <li>Bachelor’s degree or equivalent experience in a related field </li><li>1-2 years of work experience, including demonstrated success working in a fast-paced environment </li><li>Financial Services experience preferred </li><li>Experience within the quality field </li><li>Understanding of analytical tools for process improvement; Six Sigma and Lean </li></ul> The Purpose of Your Role In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring. The Skills You Bring Your ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently will enable Service Delivery to reduce risk and enhance the customer experience. Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands. Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions. Your attention to detail and inquisitive nature will be key in helping you problem solve. The Value You Deliver <ul> <li>Review transactions and work items to determine accuracy. Ability to code and concisely capture the details regarding the review to enable trending and further analysis. </li><li>Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan. </li><li>Perform testing of samples using the appropriate business rules to ensure completion and accuracy. </li><li>Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements. </li><li>Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities. </li><li>Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work. </li><li>Provide feedback as directed to assist with root cause identification. </li><li>Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points. </li><li>Share new insights or realized trends with analysts and peers. </li></ul> How Your Work Impacts the Organization 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.

Fidelity TalentSource

Client Service Representative

<h3>Job Description:</h3>The RoleAs the Data Analysis and Insights Chapter, we support the Data Domain by blending expertise in business intelligence and advanced analytics with a passion for delivering results. In an agile structure, we partner with partner with squads and business partners to deliver data insights and ensure respective products or services are designed to the optimal standard. We ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. We collaborate as squad members and work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. We are committed to developing our own expertise and knowledge to ensure we bring the latest thinking to our roles.The Senior Manager, Adv Data Analysis and Insights acts as a domain expert who develops targeted research and insights required to support business decision making using advanced analytics and quantitative methods. This role leads complex projects with a functional divisional impact, demonstrates strategic thinking, tactical planning, and has strong understanding of advanced analytics and python skills. This role serves as key business communicator with senior leaders, sponsors, and peers, collaborating with them to create key findings for sophisticated business problems. The Senior Manager is an individual contributor and does not directly oversee staff. The Expertise and Skills You Bring<ul><li>Bachelor’s or equivalent Degree with 6+ years of experience working with data insight solutioning. Preferred BS/MS in Engineering, Computer Science, Data Science, or a related field.</li><li>Proficient in solving business problems using Business Statistics, Quantitative methods with ability to deliver speedy outcomes in a fast-paced environment. Proven experience using statistical tools to interpret data sets, paying particular attention to trends and patterns for diagnostic and predictive analytics</li><li>Expertise with data workflow tools, solid understanding of data and database concepts, tools, and technologies with ability to optimize and drive scale</li><li>Expertise with writing and decoding SQL and Python scripts, and proven experience working with Python libraries</li><li>Proficient with BI (Business Intelligence) and analytical tools such as Alteryx, Tableau, and Power BI</li><li>Takes a consultative approach understanding needs of others and regularly communicating ideas or suggestions in terms that lead to actionable outcomes and building lasting partnerships with stakeholders</li><li>Understanding of BI product life cycle and experience working with large data sets, preferred</li><li>Agile experience, preferred</li><li>Presentation experience to Executive and Senior Leadership, preferred</li><li>Financial services experience, preferred</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamWe collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile culture.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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, Data Analytics and Insights

<h3>Job Description:</h3>The Workplace Education Manager role focuses on consultation and execution to support our Workplace plan sponsor education needs, centered on the delivery of in person and virtual meetings. The Education Manager partners directly with plan sponsors, Fidelity relationship management teams, and presenters, to deliver detailed execution (coordination of educational meetings and campaigns), drive plan and participant satisfaction and facilitate positive outcomes.<h3>The Team</h3>This role supports the WI Educational Offerings in an effort to build, cultivate, and further develop lifetime relationships with our plan sponsors and participants. The educational strategies we support, bridge workplace investing and personal investing to deliver a comprehensive experience addressing the broader spectrum of savings, investing, and retirement needs.<h3>Role Responsibilities</h3><ul><li>Responds to client requests for investment education and provides additional consultation on client needs.</li><li>Uses consultative techniques to engage and partner with clients regarding more customized educational treatments across multiple delivery channels.</li><li>Proposes alternative solutions to balance client needs and objectives with internal business strategies</li><li>Drives client satisfaction through effective execution of client educational requests, responsible for all supporting logistics, while uncovering additional valuable services</li><li>Leads promotional aspects and supporting presentation materials across all events to drive participant engagement goals while handling budgetary considerations</li><li>Identifies process improvement opportunities within the operational execution of workplace education strategy and works with appropriate business partners to implement changes</li><li>Participates in additional department initiatives as needed</li></ul><h3>The Expertise You Have</h3><ul><li>BA/BS required</li><li>Experience in employee benefits communication and/or financial services preferred</li><li>3-5 years financial services</li></ul><h3>The Skills You Bring</h3><ul><li>You would possess strong customer service and interpersonal skills supported by specific working experience, which is needed given the relationships we have with our clients and internal partners.</li><li>You would have sound project management and problem resolution skills, with ability to complete and implement projects to completion.</li><li>A strong sense of personal responsibility for the quality of work, including accuracy,reliability, and completeness, along with consistent responsiveness is a foundational requirement as it supports the brand of the team.</li><li>Your ability to work effectively in a fast-paced, deadline-driven, dynamic environment with ability to make decisions independently is a key contributing factor to your success.</li><li>Ultimately you must be a contributing teammate who thrives in a team based environment.</li></ul><h3>The Value You Deliver</h3>Your support with the delivery of our workplace education offering is directly tied to our Workplace participant’s retirement readiness, as they become more engaged with Fidelity. Every interaction you have can deepen our existing client relationships, driving further client satisfaction. The effectiveness of your interactions, consultation, and management of event logistics is directly tied to the ability of our workplace presenters to deliver engaging presentations to produce positive outcomes.Note: Fidelity will not provide immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Workplace Education Manager

<h3>Job Description:</h3>The RoleIf you are dynamic, able to drive transformation, and thrive on managing key relationships, this Senior Manager, Enterprise Technology (ET) Vendor Data Strategy role may be just what you are looking for! Fidelity’s ET organization is seeking a highly analytical and collaborative Senior Manager to lead the execution of our vendor data strategy. This role will be responsible for building and managing the data infrastructure, reporting capabilities, and analytics that support vendor performance, risk, and strategic planning. The ideal candidate will have a strong background in data management, enterprise technology, and vendor ecosystems, with the ability to translate data into actionable insights for senior stakeholders. In this role, you will: - Develop and lead the vendor data strategy, ensuring alignment with ET’s strategic goals and enterprise data standards. - Design and maintain data models and dashboards that provide actionable insights into vendor performance, spend, risk, and pipeline health. - Partner with vendor managers, technology leaders, and enterprise data teams to ensure consistent data definitions, sources, and reporting standards. - Establish data governance practices for vendor-related data, including quality controls, metadata management, and compliance with regulatory requirements. - Support strategic vendor initiatives by providing data-driven analysis for sourcing decisions, renewals, and performance reviews. - Enable predictive analytics and scenario modeling to support vendor planning and risk mitigation. - Integrate data from multiple systems (e.g., ServiceNow, Ariba, Tableau, internal financial systems) to create a unified vendor intelligence platform. - Collaborate with the Enterprise Vendor Management team to ensure consistency in reporting and alignment with enterprise-wide vendor strategy. - Drive continuous improvement in data processes, tools, and automation to enhance decision-making and operational efficiency. The Value You Deliver - Ensure vendor compliance with Fidelity policies, procedures, and standards - Oversee, measure, and report vendor performance relative to contracted expectations; including matrixed responsibilities for supplier management activities in Risk Management, Supply Management, and Legal - Lead assessment of vendor risk and monitor vendor financial viability, resiliency, and management stability - Drive continuous improvement with all key suppliers through effective project lifecycle management and business process engineering efforts The Expertise and Skills You Bring - Bachelor’s degree in Data Science, Information Systems, Business, or related field; advanced degree or certification in data analytics preferred. - 7+ years of experience in data strategy, analytics, or technology operations, preferably in a vendor management or enterprise technology context. - Strong understanding of data architecture, governance, and visualization tools (e.g., Tableau, Power BI, SQL, Python). - Experience working with vendor management systems and enterprise platforms (e.g., ServiceNow, Ariba, SAP). - Proven ability to translate complex data into strategic insights and executive-level reporting. - Excellent collaboration and communication skills, with the ability to influence across technical and business teams. Note: Fidelity is not providing immigration sponsorship for this position.The Team The mission of our ET Vendor Management organization is to drive performance, efficiency, and value from the most strategic supplier relationships within the Enterprise Technology businesses we support. We are seeking a dynamic individual with strong program management skills to contribute to business profitability through supplier related financial improvements, proactively identifying and mitigating vendor risk, and driving flawless vendor execution, efficiency and value. The base salary range for this position is $89,000-180,000 USD 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Senior Manager, ET Vendor Data Strategy

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this roleBring your passion for crafting outstanding customer experiences, using data to drive decisions, and collaborating across Fidelity Wealth, Brokerage, and Workplace Investing businesses. As a member of the Business Enablement chapter embedded in a Lifetime Engagement delivery squad, the Business Analyst will collaborate across Retail and Workplace businesses to help test, define, and deliver engaging experiences. Join a dedicated, high-energy team who is defining the future of how Fidelity becomes our customers’ primary financial partner! The Expertise and Skills You Bring <ul><li>Bachelor’s degree with 5+ years of digital product development experience, ideally in financial services. </li><li>Familiarity with business analysis methodologies, including data analysis, use case development, story writing, business acceptance testing and product documentation. </li><li>Making decisions with data: experience framing critical business questions that can be answered by using data insights. Use those insights to prioritize opportunities and achieve business results. </li><li>Ability to actively participate in technical discussions with developers, help make technical trade-off decisions, and set criteria for minimum viable product (MVP).</li></ul><ul><li>Participating in business acceptance testing to ensure that the solutions meet the defined requirements. Collaborate with developers to address any issues before deployment. </li><li>Support squad in releasing new products to market, including scaled delivery techniques, A/B testing and preparing builds for post launch measurement and analysis. </li><li>Analyzing customer data and feedback to gauge the effectiveness of solutions and identify areas for improvement as part of continuous feedback loop. Familiarity with snowflake and/or Adobe Analytics a plus. </li><li>Experience collaborating with legal, risk and compliance partners to gain approvals for commercial release of products and experiences.</li><li>Communicating with impact and clarity, both in your written, graphical, and verbal delivery. </li><li>Excelling in a fast-paced, customer-centric environment with a 'getting it done,' mindset. </li><li>Building positive relationships with partners and having the ability to influence and inspire colleagues across the organization without formal authority. </li><li>Practicing Agile in squad-based setting including experience with Agile routines, such as daily scrum, retros, and backlog management tools, such as Jira. </li><li>Applying your proficiency with Microsoft Word, Excel and PowerPoint, Tridion/SDL and eReview to advance the squad’s work.</li></ul>The TeamThe Lifetime Engagement Delivery squads partner with key stakeholders across Fidelity to define the strategy, tactics and technology required to deliver best-in-class customer experiences. The squads are passionate about becoming our customers’ primary financial partner by delivering integrated experiences, content and solutions that are personalized and relevant in the context of their financial lives. You’ll work across both digital and live distribution channels and workplace and retail businesses to deliver on this focus. Additionally, as a member of the Business Enablement chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

53 Project Management / Professional Services Jobs in Fort Worth, TX, USA