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<h3>Job Description:</h3>Head of HR Risk and Compliance The RoleThis is a key leadership position which will serve as the Risk and Compliance Lead for Fidelity’s Human Resources Function. This role will partner closely with senior HR leaders to develop and implement a risk framework and approach that is tailored to the unique risk and compliance profile within HR, including strategic and emerging risk areas. This role is for someone who is enthusiastic about tackling complex challenges, thrives in an environment that requires continuous learning, and embraces the opportunity to provide objective, independent risk and compliance oversight in protecting Fidelity and our associates.The Expertise and Skills You BringThis is a dynamic role requiring a proven leader who is adept at building trust with senior leaders and creating and defining risk programs (including proactive risk assessment programs, incident management processes and risk support for key initiatives) and compliance programs (including monitoring new federal, state and local regulations, providing compliance advice to business leaders and testing compliance with regulations) to support the Human Resources function. This role will also partner with the HR Leadership Team to support key strategic risks in the HR space, including insider threat and data governance programs. This is a leadership position, which includes direct reports who are also people managers, requiring the ability to set strategic direction for the team and execute against organizational goals. The leader must be capable of seamlessly oscillating between risk issue response and management of longer-term strategic initiatives. <ul><li>Preferred is at least 15+ years of relevant experience in roles such as Risk Management, Audit, Compliance, Operations or Human Resources. Strong knowledge of operational risk management practices is a plus.</li><li>Experience working in or supporting the Human Resources industry is a plus, including familiarity with Human Resources Operations and related Human Resources risks (e.g., data governance, privacy, vendors, operations, technology and confidential data). </li><li>Prior people management experience is required, along with the ability to set direction for the team amongst competing priorities and demands.</li><li>A data first mindset is a plus, including leveraging data and analytics to help identify and mitigate areas of risk.</li></ul>A keen focus on the human resources industry is also necessary to drive evolution and enhancement of the Risk and Compliance team in a rapidly changing environment. Understanding and adapting to strategic and emerging human resources risks is critical, as well as partnering with senior HR Leaders to evaluate the impact of emerging risk areas. Additionally, experience and comfort level in building business partner relationships and operating at executive levels is critical– including in identifying, escalating, and influencing outcomes on sensitive risk and compliance issues. Equally key are excellent communication skills, both verbal and written, with the ability to distill complex issues into concise and actionable communications and deliver them in executive forums.Note: Fidelity is not providing immigration sponsorship for this position.The TeamThis position is on the senior management team of the Risk organization that supports Fidelity’s Corporate Services (CS), Fund and Investment Operations (FFIO), Global Services (GS) business lines, and Enterprise Resiliency and Crisis Management, and reports directly to the Head of CS, FFIO, GS and Enterprise Resiliency. More broadly, the function sits within the Fidelity Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities, as well as several business unit Compliance functions. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.<h3>Certifications:</h3><h3>Category:</h3>RiskMost 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

Head of HR Risk and Compliance

<h3>Job Description:</h3>Job Description:We are seeking a visionary Director of Data Science to join the Artificial Intelligence and Machine Learning (AIML) team within Fidelity Fund and Investment Operations (FFIO). In this leadership role, you will drive the development and deployment of innovative machine learning solutions that address complex business and technical challenges across FFIO.Key Responsibilities:<ul><li>Lead AI/ML Initiatives: Manage end-to-end machine learning projects, from ideation through production, ensuring alignment with strategic business goals.</li><li>Identify High-Impact Use Cases: Collaborate with business leaders to evaluate operational processes and identify opportunities where AI can deliver measurable value and efficiency.</li><li>Model Development &amp; Deployment: Explore and apply advanced AIML techniques to design, build, and implement scalable solutions. Oversee the transition of models from research to production environments.</li><li>Strategic Collaboration: Partner with senior business and technology stakeholders to maintain a robust project pipeline, prioritize initiatives, and ensure successful delivery.</li><li>Technology Leadership: Stay current with emerging AI technologies and tools. Work closely with enterprise architects and other AI teams to recommend the most suitable models based on performance, features, and cost.</li><li>Domain Expertise: Develop a deep understanding of FFIO’s business processes and data landscape to better inform solution design and implementation.</li><li>Communication &amp; Influence: Present project updates, insights, and solution demonstrations to both technical and non-technical senior leadership audiences.</li></ul>The Expertise and Skills You Bring <ul><li>Master’s or Ph.D. in Artificial Intelligence, Machine Learning, Computer Science, Statistics, Physics, or Finance (with a strong ML foundation), with 8+ years of industry experience in data science or machine learning roles.</li><li>Demonstrated success in leading data science or ML teams within complex, enterprise-scale environments.</li><li>Deep knowledge of AI/ML methodologies, including model development, data engineering, and deployment pipelines.</li><li>Strong proficiency in Python, SQL, and advanced data analysis techniques.</li><li>Hands-on experience with Generative AI, Deep Learning, and Large Language Models (LLMs), including techniques such as prompt engineering, chain-of-thought prompting, RLHF, and few-shot/one-shot learning.</li><li>Expertise with cloud and data platforms such as AWS, Snowflake, and Oracle RDS.</li><li>Experience working in Scaled Agile environments, with the ability to plan, prioritize, and deliver high-impact solutions.</li><li>Exceptional communication skills with the ability to engage and influence both technical and non-technical stakeholders. Proven ability to collaborate across cross-functional teams.</li><li>Comfortable navigating complex and ambiguous problem spaces with a solution-oriented mindset.</li><li>Passionate about staying at the forefront of AI/ML advancements and driving innovation through continuous learning and experimentation.</li></ul>The TeamFidelity Fund &amp; Investment Operations (FFIO) technology team crafts and maintains technology solutions and products that enable FFIO to provide accounting and investment management support services to Fidelity fund management and shareholders. Advanced Analytics team is responsible for providing thought-leadership by generating effective insights to improve business excellence using data science techniques.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.Grade : 7<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.

Director, Data Science

<h3>Job Description:</h3>The RoleAre you ready to make an impact? If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC Senior Manager is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated audits and advisory reviews over select strategic initiatives. The role provides thought leadership, subject matter expertise and closely partner with Senior Business Leaders, Head of Corporate Accounting &amp; Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function’s mission. The role will report to the Head of Global Financial Controls CoE or a Director.The Expertise and Skills You BringPlay an integral role as part of GFC’s leadership team and through your advanced understanding of US GAAP, Internal Controls over Financial Reporting, Accounting concepts/standards and relevant frameworks (COSO). Lead and coach junior practitioners to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance)</li><li>Eight plus years of progressive experience with leading financial statement audits and assurance reviews</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Proficient with accounting concepts and financial processes including financial statement risks and controls</li><li>Professional certification CPA highly desired. Other relevant certifications CISA, CA, CIA, or CISSP</li><li>Exposure to IT Applications Controls, key reports testing and/or IT General Controls</li><li>Exposure to ERP/GL SaaS implementations, Alt Investments and/or Digital Assets incl. regulatory guidance</li><li>Exceptional leadership and proficient relationship builder with proven influencing and people management skills</li><li>Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li></ul>The TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.The base salary range for this position is $89,000-$150,000 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>Audit

Senior Manager, Global Financial Controls - CoE

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

Fidelity TalentSource

Brokerage Operations Representative

<h3>Job Description:</h3>The RoleAre you passionate about using data to drive strategic decisions and transform customer experiences? Do you thrive on uncovering insights by connecting the dots across diverse datasets customer behaviors, transactional history, digital interactions, call transcripts, and financial metrics?If so, we invite you to join our forward-thinking team at Fidelity and make a real-world impact for over 40 million individual investorsThe Expertise and Skills You BringCustomer Experience StorytellingOver 5 years of proven experience in analytics, insights, and experimentation, with a strong ability to translate complex data into clear, strategic narratives. Skilled at identifying customer pain points and success drivers, enabling leadership to uncover anti-digital friction and prioritize initiatives that enhance satisfaction, loyalty, and overall business performance.Analytical Versatility &amp; Technical Fluency10 + years of experience and deep expertise in SQL, Python, R, and data visualization tools (Tableau, Power BI, Qlik), with experience in big data platforms like Snowflake and Athena.Strategic Insight &amp; Hypothesis-Driven ThinkingYou translate complex business questions into testable hypotheses and validate them through experimentation and data analysis, driving strategic decisions and customer-centric outcomes.Clear, Actionable CommunicationYou deliver insights in a simple, clear, and actionable way to partners across all levels, bridging the gap between technical depth and business relevance.Cross-Functional CollaborationYou thrive in agile, interdisciplinary teams, partnering across analytics, engineering, marketing, and product to deliver multidisciplinary solutions that benefit Fidelity and its customers.Digital &amp; Behavioral AnalyticsYou have experience with digital analytics tools (e.g., Adobe Analytics) and customer sentiment analysis, enabling a nuanced understanding of customer behavior across channels.Business Insight &amp; Use Case FocusYou consistently maximize analytical expertise to address real-world business challenges and bring deep expertise in crafting and performing A/B tests. Develop robust measurement strategies to evaluate business impact. Experience in Business Transformation Consulting is a strong plus.Continuous Learning &amp; Intellectual CuriosityYou demonstrate a growth mindset, staying abreast of innovations in analytics, data science, and machine learning, and proactively expanding your capabilities.Leadership Without AuthorityYou shape results and unite collaborators from various teams, even while in an individual contributor position showcasing Fidelity’s values of leaders who serve and collective achievement.Educational FoundationBachelor’s degree or equivalent experience in a quantitative or technical field (e.g., Data Analytics, Economics, Statistics, Finance); MBA or MS degree is considered advantageous.The TeamWe are searching for an innovative and team-oriented analytics expert to spearhead data-driven projects that influence business strategy, eliminate customer obstacles, and improve the customer experience. In this Individual Contributor role, you’ll be an indispensable member of the AACI team, embedded within Fidelity’s Brokerage business unit.You’ll work alongside an agile, interdisciplinary team with expertise across analytics, engineering, data science, marketing, and product development—driving experimentation and personalization across the Fidelity experience.<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.

Director, Advanced Data Analytics and Insights

<h3>Job Description:</h3>The RoleFidelity Investments is seeking a senior digital accessibility analyst who is passionate about building inclusive, barrier-free digital experiences for end users. In this role, you’ll be part of a dynamic enablement squad within our matrixed, agile organization—partnering closely with product teams to integrate accessibility into fast-paced development cycles. You’ll thrive in an environment that values collaboration, continuous learning, and empowering teams to deliver products that meet the highest accessibility standards.The ideal candidate for this role is an accessibility generalist with a proactive approach and a broad skillset who is capable of adapting to a wide range of responsibilities. If you have experience with digital accessibility consulting, creating accessible documentation, and collaborating with sales, legal and procurement teams to respond to RFPs and draft contract language that ensures accessibility compliance, then this role might be for you!Requirements: <ul><li>Minimum of 5 years of experience in digital accessibility as a consultant, analyst, domain advisor, program manager or similar role.</li><li>In-depth knowledge of the Web Content Accessibility Guidelines (WCAG 2.2), Section 508 of the Rehabilitation Act, and Title II of the Americans with Disabilities Act.</li><li>Ability to identify and prioritize accessibility barriers while providing solutions for removing them from designed and developed products.</li><li>Bachelor's degree in a related field</li></ul>Preferred Qualifications / Valued Experience <ul><li>Proficiency with creating, testing, and remediating PDFs and other document types for accessibility compliance.</li><li>Experience using Microsoft Office and Adobe InDesign accessibility features.</li><li>Knowledge of PDF/UA and Matterhorn Protocol.</li><li>Experience with document remediation applications (like PAC3, Crawford AccessibilityNow, CommonLook Validator, CommonLookPDF, or the like)</li><li>Partnering with sales and product teams to draft responses to RFP inquiries about the accessibility of digital products and services.</li><li>Collaborating with legal teams to incorporate accessibility language into service agreements and scope of work documents.</li><li>Interacting with procurement to craft and / or evaluate accessibility conformance reports (ACRs / VPATs).</li><li>Experience leading and maintaining ongoing communications between client and service provider while managing escalations and resolutions.</li><li>Engaging with product teams to evaluate critical metrics of accessibility programs to identify risks, dependencies and opportunities for improvement.</li></ul>The Expertise and Skills You Bring<ul><li>High level of personal integrity and professionalism</li><li>Exceptional analytical, project management, and problem-solving capabilities</li><li>Outstanding relationship building and business partnership skills with the ability to build credibility and trust with diverse partners inside and outside of the organization</li><li>Experience with Jira or similar Agile backlog management tool preferred</li><li>Strong attention to detail, capable of working at different levels of detail and concisely summarize complex issues</li><li>Ability to make decisions based on validated reasoning</li><li>Strong verbal, written communication, interpersonal and organizational skills</li><li>Flexibility to adapt to a continually developing environment and manage multiple priorities</li><li>Dedication to cross-functional teamwork and collaboration</li></ul>The Value You Deliver<ul><li>Prioritizing work to deliver customer and client value based on impact</li><li>Creating inclusive and accessible digital experiences that deliver on product, technology and Fidelity goals</li><li>Working with product area, chapter and squad leaders to deliver a cohesive customer experience across products and channels</li><li>Establishing relationships with peers and executives</li><li>Assist with quarterly planning activities and ongoing prioritization of squad backlog</li><li>Identify, define and articulate strategic accessibility initiatives/roadmaps for the squad</li><li>Effectively present information and roadmap progress to Product Area and Domain leadership</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.<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.

Senior Accessibility Analyst, Workplace Investing

<h3>Job Description:</h3>The RoleWe are seeking a highly skilled, data-driven professional to join our Data and Analytics Strategy team. In this strategic role, you will move beyond traditional reporting, collaborating directly with senior leadership to surface high-impact insights that inform and influence key decisions across OSG. You will be responsible for synthesizing complex data into clear, actionable intelligence, leveraging advanced analytics and visualization techniques to influence high-level business outcomes. Your work will involve close collaboration with cross-functional stakeholders to understand evolving business needs, identify opportunities, and drive data-informed strategies. In this knowledge and insights with colleagues to foster a culture of continuous learning.This is an exciting opportunity for a data-driven professional who thrives in a fast-paced, high-impact environment and is passionate about turning data into a strategic asset.The Expertise And Skills You Bring<ul><li>Bachelors degree or equivalent work experience.</li><li>Proven experience in data analysis, business intelligence, or related roles.</li><li>Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.).</li><li>Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.) is a plus.</li><li>Strong analytical and critical thinking skills with attention to detail.</li><li>Excellent communication and presentation abilities.</li><li>Ability to work independently and collaboratively in a demanding environment.</li><li>Knowledge of Brokerage Operations is a plus.</li><li>Knowledge of machine learning and data mining techniques is desirable.</li></ul>Responsibilities include:Data Analysis and Interpretation<ul><li>Perform exploratory data analysis to uncover trends, patterns, and anomalies.</li><li>Apply statistical and analytical techniques to derive insights from complex datasets.</li><li>Conduct hypothesis testing and predictive modeling to support business objectives.</li></ul>Data Collection and Processing <ul><li>Extract and transform data from various sources.</li><li>Clean and preprocess data to ensure accuracy and consistency.</li><li>Automate data collection and processing tasks.</li></ul>Data Quality Assurance<ul><li>Validate data accuracy, completeness, and integrity.</li><li>Identify and address data quality issues and discrepancies.</li><li>Address and resolve data availability issues</li><li>Implement data quality controls and monitoring mechanisms.</li></ul>Continuous Learning and Development<ul><li>Stay abreast of industry trends, best practices, and emerging technologies in data analytics.</li><li>Engage in training sessions and professional development initiatives focused on enhancing both technical expertise and people skills, as well as deepening knowledge of brokerage operations</li><li>Share knowledge and insights with colleagues to foster a culture of continuous learning.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Data Analytics and Strategy team supports the overall strategic direction of the organization. The team is responsible for oversight, management, and implementation of wide-ranging and broad-reaching efforts that advance both short- and long-term goals of the organization.The base salary range for this position is $80,000-$127,000 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>Business Analytics and Insights

Manager, Data Analytics and Insights

<h3>Job Description:</h3>The RoleThe Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.The Expertise and Skills You Bring<ul><li>Bachelor's Degree</li><li>5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management</li><li>Confidently lead by influence and use strong communication and interpersonal skills to work across organizations</li><li>Analytical, organized, and have strong multi-tasking skills</li><li>Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities</li><li>Identify and lead quality improvement initiatives and other special projects for the team</li><li>Strong knowledge of defined contribution, financial services, and/or benefits industries</li><li>Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate</li><li>Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted</li><li>Monitoring and reporting on project status</li><li>Consulting with clients to understand their needs</li><li>Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation</li><li>Coaching and mentoring others to draw out their skills and expertise</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAs part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.<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.

401 Implementation Project Manager

<h3>Job Description:</h3>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery, and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise, and accuracy.<h3>The Skills and Expertise You Have </h3><ul><li>Bachelor's Degree in Mathematics, Economics, Business, or another quantitatively rigorous subject preferred</li><li>3+ years of experience in 401(k), 403(b) industry or benefits consulting</li><li>QKA, QKC or CEBS exams (a plus)</li><li>Superior teamwork skills</li><li>Strong critical thinking and problem-solving skills</li><li>Strong oral and written communication skills</li><li>Strong aptitude to balance and prioritize multiple projects in a fast-paced work environment</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations</li><li>Knowledge in qualified and non-qualified defined contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features</li><li>Experience and/or strong understanding in determining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans</li><li>Ability to read and interpret plan documents (a plus)</li></ul><h3>The Value You Deliver </h3><ul><li>Preparing documentation for Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs.</li><li>Managing and reviewing projects including defined contribution calculation, enhanced plan administration support, mergers &amp; acquisitions, compliance, plan amendments and plan designs.</li><li>Mentoring and training associates and analysts to ensure continued development of the staff.</li><li>Preparing and delivering reports and client presentations</li><li>Creating project plans, managing / monitoring budgets, and setting internal and client team expectations</li><li>Supporting thought leadership and initiatives across the retirement practice</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3> The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.The base salary range for this position is $80,000-$127,000 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>Consulting

Sr. Associate, Defined Contribution

<h3>Job Description:</h3>Director, Customer Solutions - Lifetime Financial HelpThe RoleOur Director, Customer Solutions role falls under Fidelity’s Workplace Investing (WI) business unit. WI helps employers lead successful benefits programs to improve employee’s overall well-being. You will partner with your Squad Leader to help bridge business strategy to delivery for our Financial Wellness offering. You will lead end to end business analysis that accounts for participant, plan sponsor, and operational requirements for product offerings. You will execute on critical strategic initiatives and manage across stakeholders, both internal and external. You will be responsible for ensuring successful delivery of priorities, supporting the definition and prioritization of future initiatives, and working collaboratively across stakeholders. Acting as a representative for the Lifetime Financial Help Product Area, you will have the opportunity to engage with client teams and clients to ensure understanding and awareness of our offering. Directors in Customer Solutions must be highly motivated leaders, 'self-starters' with a sense of ownership, and a strong desire to succeed.The Expertise and Skills You Bring<ul><li>Strong understanding of financial wellness trends, digital product development, and client engagement strategies</li><li>Ability to understand business strategy and collaborate with product leads to define the product vision and roadmap</li><li>Experience collaborating with client-facing teams preferred, including participation in client meetings and communications to ensure alignment and satisfaction</li><li>Exceptional product development skills including market / customer research, requirements and data analysis, use case development, product and process documentation</li><li>Excellent critical thinking, analytical and problem-solving skills</li><li>Ability to participate in technical discussions and work through solution options with technology partners</li><li>Establish and lead requirements gathering meetings, design sessions and planning sessions for large initiatives</li><li>Skilled at building effective relationships and influencing key partners across the organization without formal authority</li><li>Skilled at facilitating diverse groups of people to move towards solutions while influencing key decision makers based on analysis findings</li><li>Effective at creating and delivering clear presentations on complex concepts to all levels</li><li>Proven time management and organizational skills; able to balance multiple competing priorities</li><li>Experience working in an Agile Scrum environment, with ability to work across multiple teams</li><li>Bachelor’s degree or equivalent years of experience required, Master’s level a plus</li><li>Series 63, 7 licenses preferred</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Lifetime Financial Help Product Area equips plan sponsors and participants with the tools and knowledge to achieve financial well-being. We offer innovative solutions that empower plan sponsors to support their employees, enabling them to confidently plan, save, invest, and ultimately achieve their financial goals. The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 200 business professionals and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing. Additionally, as a member of the Customer Solutions Chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.<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.

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