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<h3>Job Description:</h3>Fidelity’s Healthcare Group has launched a new Medicare business that will provide our customers with tools and advice to help them select and purchase quality Medicare coverage. As an early member of this new and innovative team, you will have the opportunity to help build and grow a business that could impact millions of Americans!Our Medicare Specialists are licensed health insurance professionals who have a passion for helping people navigate sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond.You will help our customers navigate the complexity of Medicare and drive new revenue to the firm through the sale of commissionable Medicare insurance plans from reputable partner insurance carriers. You will have exciting engagements with customers daily and be a key contributor to our business success by uncovering our customer needs and recommending appropriate solutions.The Expertise and Skills You Bring<ul><li>A college degree is preferred but not required</li><li>An active Health Insurance License is preferred but not required</li><li>The ideal candidate will have Medicare sales experience, either as a broker or carrier representative</li><li>If you’re not already AHIP certified, we'll support you while you complete the AHIP Medicare training and work to acquire appointments with our carriers during your first month of employment</li><li>Strong interpersonal skills and a passion for helping people seek sophisticated problems</li><li>Interest in sales and a real desire to help people find solutions that are right for them</li><li>Quick learner with an openness to training and feedback</li><li>Bold and enjoy collaborating with people from different subject areas</li><li>Clear communicator with strong presentation skills</li></ul>The Value You Deliver<ul><li>Taking phone appointments with our clients and helping them find Medicare coverage that fits their health and financial needs</li><li>Answering questions from clients and confirming their eligibility for Medicare</li><li>Explaining the benefits and features of various Medicare Advantage, Medigap and Prescription Drug Plans</li><li>Delivering compliant sales presentations that abide with CMS and other applicable regulations</li><li>Enrolling clients in products that are appropriate for their personal situation</li><li>Providing feedback on our new Medicare training curriculum to improve future materials for future hires</li><li>Partnering with our team to build and grow a new Fidelity business that could impact millions of Americans!</li></ul>The base salary range for this position is $58,000-$132,000 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.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>Sales

Fidelity Investments

Medicare Advisor

<h3>Job Description:</h3>Onboarding and Implementation Manager Note: Fidelity is not providing immigration sponsorship for this positionThe Role Fidelity Private Shares is seeking an energetic, analytical individual to join our client services team as an Onboarding and Implementation Manager. In this role, you will be the first touchpoint for our customers after they’ve signed on. Your job is to bring their onboarding journey to life—making it simple, engaging, and impactful. You’ll play a huge role in shaping their first impression of FPS and setting the client up for long-term success. You will also work cross-functionally with Sales, Product, and Development teams to identify opportunities to optimize the onboarding process. Primary responsibilities include: <ul><li>End-to-end implementation – Manage and execute new client implementations of Fidelity Private Shares from start to finish, reviewing and organizing their legacy equity management data for import into the FPS platform. </li></ul><ul><li>Simplify Complexity – Explain technical concepts clearly to users with varying levels of experience </li></ul><ul><li>Improve Customer Satisfaction – Contribute to an exceptional experience by resolving onboarding challenges and helping users hit the ground running. </li></ul><ul><li>Handle Escalations – Confidently manage and de-escalate onboarding issues when needed, always aiming for a positive outcome. </li></ul><ul><li>Meet Key Metrics – Achieve KPIs focused on time to onboard, CSAT, efficiency, and customer activation milestones. </li></ul><ul><li>Collaborate across teams – Identify ways to optimize the onboarding process, remove friction points and shorten the time that our clients spend in onboarding. </li></ul>The Expertise and Skills You Bring <ul><li>3-5 years of experience owning end-to-end implementations for a B2B SaaS product. </li></ul><ul><li>Familiarity with the subject matter or the functionality of equity management platforms is preferred. </li></ul><ul><li>Strong Excel skills are essential. </li></ul><ul><li>Excellent verbal and written communication skills and comfort with client communication is essential. </li></ul><ul><li>Builder mindset. Ability to think critically about existing processes and propose opportunities for improvement. </li></ul>The Team Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers. The base salary range for this position is $79,000-153,000 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

Onboarding and Implementation Manager

<h3>Job Description:</h3>The Role<ul><li>Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences.</li><li>Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results</li><li>Leading the testing service team to find solutions when complex issues or errors arise.</li><li>Assist in setting proper expectations for new clients (sales) and plan sponsor contacts</li><li>Building the confidence of clients in Fidelity’s services by offering solutions to test failures</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree Required</li><li>5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing services.</li><li>4+ years of Defined Contribution nondiscrimination testing experience required</li><li>ASPPA credentials - QKA, QPA preferred</li><li>In-depth nondiscrimination testing experience</li><li>Can review test results and efficiently gain understanding of a plan’s design</li><li>Understanding of the Employee Plans Compliance Resolution System (EPCRS), and how to apply EPCRS rules to plan corrections</li><li>Can discuss and explain complex regulatory topics with any audience, tailoring your delivery to the audience</li><li>Collaborate with Plan Sponsors and internal business partners to build consensus</li><li>Multitask client work, internal project work, and other responsibilities</li><li>Strong organization skills and keep detailed records of your work</li><li>Can manage at-risk client relationships</li><li>Research topics independently and deliver solutions to complex regulatory issues</li><li>Communicate effectively, work well in a team environment, and possess good presentation skills.</li><li>Possess great problem-solving skills including the ability to manage escalated issues.</li><li>Have the ability to negotiate and influence.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Compliance Advisor role resides in Testing and Reporting Services (TRS) within Workplace Investing (WI). TRS provides and completes Employer Calculations and Additional Testing (ECAT), Plan Year End Summary Reporting, Minimum Coverage and Nondiscrimination Testing, Form 5500 completion and Audit Support for the plan’s year-end audit. The Compliance Advisor will provide regulatory support and guidance for TRS ECAT Associates and their associated Plan Sponsors. In this role, you will assist ECAT Associates with allocation and 3-year cycle testing general daily support, regulatory questions, and preparation for conversations with Plan Sponsors, legal counsel, and internal business partners surrounding regulatory requirements, results delivery and Compliance Consultant support. A small amount of production may be required<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost 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, Annual & Additional Defined Contribution Testing

<h3>Job Description:</h3>Client Service ManagerNote: Fidelity is not providing immigration sponsorship for this positionThe RoleFidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. In this role, you will deliver exceptional assistance to our customers with the highest level of quality in both product knowledge and communication skills. The primary responsibility of this role is supporting users of the Fidelity Private Shares (FPS) platform—through inbound support tickets, our self-help library, and other educational materials. Primary responsibilities include:<ul><li>Engage with customers to resolve issues that come through as support tickets to our team</li><li>Partner with Customer Success, Sales, Product and Engineering to diagnose and solve problems</li><li>Craft well written, tailored communications to help customers resolve their issues</li><li>Serve as a trusted advisor with an open, caring and approachable style of working</li><li>Manage multiple competing priorities to achieve results for every customer</li><li>Collaborate with cross-functional teams to identify and implement product and process improvements that enhance the client experience.</li><li>Meet Key Metrics – Achieve KPIs focused on time to respond, number of touches, CSAT, etc.</li></ul>The Expertise and Skills You Bring<ul><li>Candidates should have 3-5 years of experience supporting customers in a B2B SaaS company. No legal or technical experience is required, although familiarity with the subject matter or equity management platforms is preferred.</li><li>Excellent verbal and written communication skills and comfort with client communication is essential</li><li>Passionate about creative problem solving for customers and end users</li><li>Self-motivated, eager to learn and thrive in a collaborative environment</li><li>Customer obsessed and passionate about providing the best support to customers who are scaling their businesses </li><li>Familiarity with Zendesk, Hubspot Service Hub or a similar ticket tracking product.</li></ul>The TeamFidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers.The base salary range for this position is $66,000-125,000 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

Client Service Manager

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

Fidelity TalentSource

Charitable Outreach Specialist/NPO Outreach Specialist

<h3>Job Description:</h3><h3>The Role</h3>As the SVP and Head of Enterprise Analytics Platform, you will be responsible for defining and executing the long-term vision and strategy for the firm's analytical technology stack, which supports enterprise-wide descriptive, diagnostic, and predictive analytics at Fidelity Investments. This position is accountable for leading the strategic advancement of the analytics platform beyond its current capabilities, ensuring that it consistently delivers excellence in scalability, performance, reliability, and cost-efficiency across all Fidelity business units. Additionally, this role is tasked with overseeing both the development of future-state solutions and the effective management and governance of the existing Snowflake-on-AWS environment.This position reports directly to the SVP &amp; CIO, Global Head of Enterprise Data and AI. The preferred locations for this role are Boston, MA; Westlake, TX; or Durham, NC, though flexibility will be considered for highly qualified candidates.Your responsibilities include:<ul><li>Platform Strategy &amp; Vision: Define and execute the strategic roadmap for the entire Analytics Platform, driving adoption of modern, cloud-native data consumption patterns (e.g., Data Mesh principles, Data Fabric architecture, advanced data virtualization, etc.).</li><li>Engineering Leadership: Direct the Platform Engineering and Data Engineering teams responsible for the ingestion pipelines, data modeling, data quality enforcement, and self-service provisioning capabilities.</li><li>Technology Ownership: Full P&amp;L and operational oversight for the Enterprise Analytics Platform Ecosystem, including workload management, security hardening, governance, and cost optimization at scale.</li><li>Tooling &amp; Enablement: Govern the selection, procurement, and standardization of Business Intelligence (BI) Tools and Engineering Solutions to ensure consistent user experience, performance, and compliance across consumer-facing and internal BI applications.</li><li>Operational Excellence: Establish rigorous Service Level Objectives (SLOs) and run the Platform Operations function, ensuring 24/7 availability and rapid incident resolution for all mission-critical analytical workloads.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required; advanced STEM degree preferred.</li><li>15 + years of general experience and 10+ years of experience in leading teams with data engineers, software engineers, cloud architects, and analysts (or data scientists) to deliver data and analytics work products.</li><li>Experience with modern data and analytics reference architecture, including ML Ops, model management, data pipeline management, and visualization.</li><li>Experience with major cloud platforms such as Snowflake and AWS (or other public cloud).</li><li>Capability to drive open-source implementation, public cloud development environment with hands-on experience with development operations, automation, and testing technologies.</li><li>Strong executive communication &amp; leadership presence, engaging with executive leadership (C-Suite) are required to frequently participate in core initiatives and has broad exposure to executive leadership.</li><li>Consistent record of operations collaboration and delivery with the ability to build key relationships and influence business partners on enterprise objectives.</li><li>Ability to challenge the status quo and facilitate the exchange and creation of ideas to address business challenges and improve performance.</li><li>Excellent talent skills and agile operating model experience with ability to develop impactful teams by setting clear goals and holding self and others accountable to standards of excellence.</li><li>Strategically minded; enabling ability to lead the development and implementation of an enterprise strategy and achieve financial and growth goals.</li></ul><h3>The Team</h3>You will serve as a senior leader within the Enterprise Technology team, reporting to the Global Head of Enterprise Data and AI function. In this role, you will collaborate with various Business Units, Enterprise Architecture, Cybersecurity, AI Technology, and AI/ML Solutions teams to drive meaningful impact and foster innovation across the $16+ trillion global financial ecosystem.Focus on enterprise technology platform capability delivery working with leaders and teams across the enterprise in a collaborative way to ensure digitization strategies are advanced. Much of the work completed must be done in conjunction with technology and operations teams in the businesses.The base salary range for this position is $185,000-$400,000 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.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>Data Analytics and Insights

SVP and Head of Enterprise Analytics Platform

<h3>Job Description:</h3>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on Advanced Analytics initiatives and programs supporting Marketing. These initiatives will drive optimization and efficiency for Fidelity Workplace Investing (WI) Marketing across all channels (Paid, Owned, Earned, and Shared) and a diverse array of tactics. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. The Expertise We’re Looking For <ul><li>Bachelor’s or equivalent with 5+ years of experience.</li><li>In depth knowledge of Marketing Analytics including Marketing Mix Modeling (MMM), incrementality testing, and omni-channel customer journey mapping.</li><li>Strong knowledge of statistical and econometric methods and techniques including experimental design (RCTs/lift studies), Difference-in-Differences; Regression Discontinuity, Synthetic Control, and Bayesian time series modeling.</li><li>Ability to translate model outputs into actionable insights for budget allocation and optimization.</li><li>Experience working with data environments and strong knowledge of SQL to clean, transform, manipulate, and merge large datasets from multiple sources.</li><li>Proficiency in Python or R.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with Tableau or Power BI.</li><li>Experience in interacting with cross functional partners within the organization and crafting and delivering presentations that clearly convey the key insights to senior stakeholders.</li><li>Understanding of B2B marketing funnels, long sales cycles, and causal inference challenges.</li><li>Financial industry experience, a plus.</li><li>Experience with cloud tools/platforms (e.g., AWS SageMaker) for model deployment, a plus.</li></ul>The Purpose of Your RoleYou will serve as Senior Manager for analytics &amp; insights focused on initiatives that serve Workplace (WI) Marketing. You will play a key role in applying advanced analytics to enable data-driven, evidence-based, decision-making for a modern marketing organization.You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of actions across channels.The Skills You Bring<ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</li><li>You have a deep understanding of analytical techniques and how to apply them to address a particular problem or question.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have knowledge of analytic technology software, platforms, and languages (e.g., SQL, R, Python, Tableau, Power BI, Adobe Analytics)</li><li>You know how to acquire data from multiple sources/environments and transform it for analytics.</li><li>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints.</li><li>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience.</li><li>You understand how to leverage qualitative data to identify opportunity areas.</li><li>You can think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul>The Value You Deliver<ul><li>You develop and deliver analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul>How Your Work Impacts the OrganizationWorkplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.<h3>Certifications:</h3><h3>Category:</h3>Business 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>As a Senior Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on Advanced Analytics initiatives and programs supporting Marketing. These initiatives will drive optimization and efficiency for Fidelity Workplace Investing (WI) Marketing across all channels (Paid, Owned, Earned, and Shared) and a diverse array of tactics. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. The Expertise We’re Looking For <ul><li>Bachelor’s or equivalent with 5+ years of experience.</li><li>Knowledge of statistical and econometric methods and techniques including experimental design (RCTs/lift studies), Difference-in-Differences; Regression Discontinuity, Synthetic Control, and Bayesian time series modeling.</li><li>In depth knowledge of Marketing Analytics and at least one of the following: incrementality testing, Marketing Mix Modeling (MMM), and omni-channel customer journey mapping.</li><li>Ability to translate model outputs into actionable insights for budget allocation and optimization.</li><li>Experience working with data environments and strong knowledge of SQL to clean, transform, manipulate, and merge large datasets from multiple sources.</li><li>Proficiency in Python or R.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with Tableau or Power BI.</li><li>Experience in interacting with cross functional partners within the organization and crafting and delivering presentations that clearly convey the key insights to senior stakeholders.</li><li>Understanding of B2C marketing concepts such as segmentation and personalization.</li><li>Financial industry experience, a plus.</li><li>Experience with cloud tools/platforms (e.g., AWS SageMaker) for model deployment, a plus.</li></ul>The Purpose of Your RoleYou will serve as Senior Manager for analytics &amp; insights focused on initiatives that serve Workplace (WI) Marketing. You will play a key role in applying analytics to enable data-driven, evidence-based, decision-making for a modern marketing organization.You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of actions across channels.The Skills You Bring<ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</li><li>You have a deep understanding of analytical techniques and how to apply them to address a particular problem or question.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have knowledge of analytic technology software, platforms, and languages (e.g., SQL, R, Python, Tableau, Power BI, Adobe Analytics)</li><li>You know how to acquire data from multiple sources/environments and transform it for analytics.</li><li>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints.</li><li>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience.</li><li>You understand how to leverage qualitative data to identify opportunity areas.</li><li>You can think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul>The Value You Deliver<ul><li>You develop and deliver analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul>How Your Work Impacts the OrganizationWorkplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.<h3>Certifications:</h3><h3>Category:</h3>Business 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.

<h3>Job Description:</h3><h3>The Role</h3>Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data. As a Data Conversion Manager, you’ll play a critical role in onboarding clients and ensuring seamless integration into our equity compensation platform. This role offers the opportunity to work in a collaborative, fast-paced environment where your contributions directly impact client success.The TeamThe Data Conversion Manager is part of the Stock Plan Services Implementation Team responsible for the conversion of client data as well as file feed integration onto the SPS platform. The team supports both new client implementations and ongoing changes (conversions, mergers, spinoffs, payroll conversions), working in a collaborative and innovative environment. The Data Conversion Manager manages projects in the emerging mid and large market segment related to file feeds, plan adds and new business projects.The Expertise and Skills You Bring<ul><li>1-3 years of project coordination and delivery experience</li><li>Client-facing experience</li><li>Equity compensation knowledge preferred</li><li>Experience with Mainframe and Systems Development Life Cycle</li><li>BS/BA Degree, Business Management or Computer Science preferred</li><li>Proven project management and process skills within data-centric projects</li><li>Confident presence in front of clients and key business partners</li><li>Strong data analysis capabilities</li><li>Proficiency in Microsoft Excel and related tools</li><li>Critical thinker with sound decision-making skills</li><li>Excellent relationship-building and communication skills</li><li>Advanced problem-solving skills with the ability to assimilate information quickly</li><li>Demonstrates adaptability in dynamic environments</li><li>Ability to work independently</li></ul>The Value You Deliver<ul><li>Manage the end-to-end data conversion process from requirements gathering to successful production load</li><li>Build strong partnerships with business partners, clients, and third-party vendors</li><li>Effectively balance multiple assignments and priorities</li><li>Communicate project status and technology issues to sponsors, stakeholders, and senior management</li><li>Collaborate with Workplace Investing management teams and business partners to share approaches, develop solutions, and improve capabilities</li></ul>Note: Fidelity is not providing 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.

Data Conversion Manager - Equity Compensation

<h3>Job Description:</h3>The RoleAs an FCCS Client Service Manager (CSM), you oversee the operations, service, and digital experience for your assigned Clearing correspondent broker-dealer clients. The CSM day to day role is primarily focused on project management, high level initiatives and escalations, and utilizing strategic partnerships across the NF platform. In partnership with the Relationship Manager, you represent an elite service team and the face of Fidelity dedicated to your correspondent client and their business.The TeamFidelity Institutional Client Experience Division (CE) provides superior customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. The CSM ensures a flawless and robust service experience for our clients by developing strong relationships to build lasting trust, loyalty, and satisfaction.The Expertise You Have<ul><li>5 -7+ years Brokerage Operations and/or Service experience</li><li>Client facing experience highly preferred</li><li>Project management experience preferred</li><li>Business analysis and consulting experience a plus</li><li>Relevant Bachelor’s degree preferred</li><li>Series 7 license preferred</li></ul>The Skills You Bring<ul><li>Exceptional interpersonal and client service skills</li><li>Success in developing strong professional relationships</li><li>Problem solving and consultative skills</li><li>Ability to manage execution of initiatives</li><li>Industry/brokerage knowledge</li></ul>The Value You Deliver<ul><li>Optimizing the client service experience by building strong relationships with key decision makers at your correspondent firm and their direct reports and seeing opportunities to drive high satisfaction, quality and efficiency for both your client and Fidelity.</li><li>Improving operational efficiency by educating and training your correspondent firms on using technological tools, sharing operational standard methodologies, and to assist clients in using Fidelity’s service model.</li><li>Serving as an advocate for your client correspondent firms by being the voice of your client to our service, processing, product, and our Risk, Legal and Compliance organizations.</li><li>Managing pivotal initiatives and projects leading to higher client satisfaction and operational efficiency and sharing operational metrics with your correspondent clients showing how they are performing on the platform.</li><li>Representing Fidelity as an operational consultant to your correspondent clients.</li></ul>NOTE: This job posting is for future, upcoming hiring.The base salary range for this position is $79,000-153,000 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

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