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<h3>Job Description:</h3>FIDELITY IS NOT PROVIDING IMMIGRATION SUPPORT FOR THIS POSITIONManager, Data Analytics &amp; InsightsAs a Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep data expertise to support internal analytic initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. 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>Bachelors or equivalent with 2+ years of experience.</li><li>Experience working with data environments and strong knowledge in querying language and/or querying applications (SQL, Alteryx, Python) to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with PowerBI, Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li></ul>The Purpose of Your RoleYou will serve as Manager for analytics &amp; insights work reporting on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform enabled and capability-led Digital Future to benefit our clients &amp; participants.You will drive leading class analytics &amp; insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our channels (web, mobile, phones, etc.)The Skills You Bring<ul><li>You have a passion for leveraging data to drive better business decision-making.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a working knowledge of analytic technologies (e.g. Alteryx, Altair, SAS, SQL, R, Python, Tableau, PowerBI, Adobe Analytics, Snowflake, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have the ability to 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>Developing and delivering 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 InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Manager, Data Analytics & Insights

<h3>Job Description:</h3>Do you want to join a team committed to developing and delivering an industry leading Data Risk Program which will address data risks associated with maintaining, protecting, provisioning, and governing Fidelity data assets. Corporate Risk is seeking a passionate and hardworking professional to join the team! You will provide subject matter expertise, and partner with the business unit risk groups to develop and administer a firm-wide Data Risk Program. You will personify the Fidelity Leadership Principle 'Thinks and Works across Fidelity' by collaborating with multiple stakeholders within different business units, risk, compliance and data/technology groups in order to identify and mitigate data risk while protecting the Fidelity brand/data assets.The Data Risk Management DirectorWe are in the early stages of a journey to develop a Fidelity enterprise-wide Data Risk Program ensuring Fidelity is developing an industry leading Data Risk Program. This position is accountable for maintaining relationships with business partners across the enterprise, providing data risk subject matter expertise and leading the timely execution of the second line Data Risk Program.The Expertise You Have<ul><li>Risk and/or compliance experience for large financial organizations</li><li>Bachelors’ Degree or equivalent along with 8 - 13 years of data risk and/or data management experience</li><li>Experience/Familiarity with data risk and data management topics (data governance, data protection, data quality, data ethics, data regulations, etc.) ideally in a financial services organization</li><li>Experience with reporting tools is a plus (Power BI, Tableau etc.) </li><li>Strong problem solving, analytical, and project/program management skills</li><li>People management / strong interpersonal skills</li><li>Demonstrated ability to spearhead working groups and maintain collaborative, working relationships with business partners at all levels of the organization</li><li>Thrive in a dynamic organization where priorities shift to adapt to business needs / risks</li></ul>The Skills You Bring<ul><li>You are accountable for delivering high quality results in an accurate and timely manner</li><li>Ability to translate complex technical data risk/data management concepts into simple and clear messages that resonate with different business partners and drive behavioral change</li><li>Strong understanding of risk frameworks, control environments and regulatory requirements</li><li>Robust presentation skills and ability to socialize with Senior Leaders</li><li>You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of data risk management processes</li><li>You have excellent verbal and communication skills, with the ability to tailor the tone, style, and format to suit different purposes and audiences</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $100,000-$169,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Risk

Data Risk Management - Director

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Associate towork in Westlake, TX. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. This contractor position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year Day as major holidays. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred</li> <li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</li> </ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required</li> <li>Your very best problem- solving skills with excellent follow through</li> <li>Your strong organizational skills, planning and time management</li> <li>You are able to proficiently multi-task in a Windows based environment</li> <li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li> <li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday</li> </ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits</li> <li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.</li> <li>Interact with other internal Charitable business units as needed</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Deliver a great customer experience with each interaction</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. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit F

Fidelity TalentSource

Client Experience Specialist

<h3>Job Description:</h3>Senior Associate – Global Financial Controls Center of Excellence The 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 the design and operating effectiveness of key financial controls through integrated reviews of key business units including Workplace Investing, Fidelity Wealth, Fidelity Brokerage, Fidelity Institutional, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Investments Life Insurance, international sites (India &amp; Ireland) and advisory reviews over strategic initiatives.The Senior Associate role will deliver significant value to the business by assessing relevant risks and key controls supporting the firm’s financial processes and systems through integrated audits. This role will partner with Business Unit Controllers, other risk groups, process, and control owners as well as GFC associates. This role will provide excellent opportunities to learn about Fidelity’s many business units, key financial processes, and systems. This role will report to a Senior Manager or a Director within the GFC function.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)</li><li>3-6 plus years of relevant progressive experience with supporting integrated financial audits</li><li>Professional certification CPA and/or CISA highly desired. Other relevant certifications CISSP and CIA</li><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</li><li>Direct experience with general accounting concepts including financial statement risks, and controls</li><li>Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Strong learning agility to quickly understand and connect key concepts</li><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</li><li>Financial services industry experience desirable</li></ul>The Value You Deliver<ul><li>Actively participate as a key member of GFC engagement teams in the execution of integrated reviews</li><li>Support creation of high quality workstream deliverables (e.g., process flows, RCMs, workpaper documentation)</li><li>Discuss findings and improvement opportunities noted with the GFC workstream teams and client contacts</li><li>Effectively manage assigned deliverables in a timely manner and holds self-accountable</li><li>Assess the design and operating effectiveness of key ITACs, manual controls and key reports (IPEs)</li><li>Lead or participate in process walkthroughs with process and control owners</li><li>Cultivate productive relationships with GFC team members and internal business partners</li><li>Support special projects and help co-lead internal training initiatives as appropriate</li><li>High level of professionalism, sense of urgency, and self-motivation</li></ul>The base salary range for this position is $64,000-$121,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Associate, Global Financial Controls - CoE

<h3>Job Description:</h3>Fidelity Workplace Consulting (FWC) is composed of over 600 professionals who advise clients on the strategy, execution and management of their domestic and global HR, benefits, and people programs.FWC is one of the fastest growing businesses at Fidelity. The team consults with clients across all markets that Fidelity serves. Within FWC there is a distributed Global team which consists of colleagues based in the US, Canada, Germany, Switzerland and UK, and they provide a range of consulting and advisory services to their multinational clients including the following elements:<ul><li>Global benefits strategy &amp; governance</li><li>DC Governance &amp; oversight</li><li>Retirement &amp; Financial Wellness</li><li>Health Care &amp; Well-being strategy &amp; solutions</li><li>International Mobility</li><li>Broader support on issues related to their international reward programs, financing and their communication to employees</li></ul><h3>The Expertise We're Looking For</h3>This VP role will report to the Head of Workplace Consulting global segment and be part of the global leadership team.The role will be responsible for continuing to build expertise and consulting capabilities and solutions in support of Fidelity multinational clients’ needs, specific to North America. This global practice is an integral part of the professional services consulting practices and reflects Fidelity’s goals for global growth. The current practices within the group are:<ul><li>Retirement</li><li>Health/Welfare and Wellness</li><li>Communication and Organizational Change</li><li>Broad Based Rewards</li><li>Data Solutions</li></ul>This position will be responsible for help driving the development of the multi-year business plan and the innovation as Fidelity continues to grow their services and footprint. Key elements will include:<ul><li>Workplace consulting strategy and ability to help accelerate Fidelity’s growth in the region</li><li>Leading and growing the team</li><li>Continued development of the service offerings to meet clients’ current and emerging needs</li><li>Implementation of a sales strategy</li><li>Working in partnership with other segments of Fidelity to support their product development, client retention and to expand revenue opportunities</li></ul>Practice leaders in Fidelity Workplace Consulting’s business are responsible for practice leadership, managing client relationships and leading sales efforts to secure new clients or grow existing relationships. The person in the role will be responsible for delivering revenue growth goals through influencing and developing productive and positive relationships with Fidelity’s key internal business partners and clients. This is a leader/player/mentor role. The leader will be the face of the practice internally and externally across the USA and Canada.<h3>The Skills You Bring</h3><ul><li>BS/BA required</li><li>Experience leading or holding a leadership position in an international consulting practice</li><li>Proven understanding of the benefits environment</li><li>Languages: Fluent in English</li><li>15+ years of consulting experience</li><li>Proven track record working with major employers, including acting as a trusted partner, in the benefits, rewards and consulting space</li><li>Retirement, benefits and rewards strategy &amp; solution development</li><li>Creation of strategies and solutions to support clients’ emerging challenges</li><li>Thought leadership</li><li>Extensive business expertise in working in large organizations with multiple business segments and partners and working across the enterprise to develop products and services and bring those to market</li><li>Entrepreneurship – lead development of a consulting practice, products, services, thought leadership</li><li>Executive presence and experience working with C-Suite and senior Finance, Risks and HR professionals</li><li>Diversity and Inclusion and its role in workforce and talent strategy</li><li>Craft programs that support the organization’s strategic objectives and are ambitious, efficient and in compliance with legal requirements</li><li>Experience in leading large scale projects, including defining scope, budgets, deliverables, and handling competing priorities</li><li>Monitor market trends to apply solutions and have experience working in environments that drive excellence, hold high standards and take a practical, and creative/innovative approach to human capital and talent management</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Objectives of the Role<ul><li>Develop and continue the building of an integrated consulting practice</li><li>Work with other professional services consulting practices to develop broader client solutions</li><li>Sustainable growth and career opportunities</li><li>Innovative solutions that help Fidelity’s clients excel in developing and implementing their strategies</li><li>Collaborate directly with key strategic partners internal to Workplace Consulting and Fidelity, senior client business executives and critical partners to drive the talent strategy agenda</li><li>Partner with other segments of Fidelity in supporting their product development, client attraction/retention and creating additional revenue sources</li><li>Develop resources, frameworks, toolkits, trainings and communications to support established and new processes, data research and tools</li></ul>The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Global Consulting Leader, North America

<h3>Job Description:</h3>Supports initiatives that will have a direct impact on the day-to-day operations of the Enterprise Business Resiliency (EBR), Business Continuity, Resiliency Intelligence Innovation and Vendor Resiliency Communities. Work in a dynamic and fast-paced environment, interacting directly with business leaders and cross-functional partners to ensure comprehensive risk management throughout Fidelity Financial Services.The TeamThe Business Continuity Team sits within the Fidelity Resilience, Intelligence and Security Operations organization. We are a dedicated team of risk professionals who provide the strategic development and execution of a business resiliency program, with oversight of operational, technology, and vendor risks that enables our company’s business operations to continue following any disruption.The Expertise and Skills You Bring<ul><li>BA/BS Degree in Business, Information Technology, or equivalent experience.</li><li>Minimum 5 years’ experience in business continuity, disaster recovery or other risk management field.</li><li>Disaster Recovery Institute International certification (ABCP/CBCP) preferred or must acquire certification within 12 months of hire.</li><li>Previous experience working in the Financial Services Industry; Financial Operations, Operational Risk or Information Technology preferred.</li><li>Builds strong and inclusive working relationships, in-person and virtually, through collaboration with business partners and colleagues.</li><li>Critical thinker who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change.</li><li>Ability to innovate and complete initiatives independently and prioritize based on shifting risk factors and business priorities.</li><li>Experience with building Power BI or other visual dashboards preferred.</li><li>Intermediate experience with Microsoft Office products; Excel, Outlook, PowerPoint, Word, etc.</li></ul>The Value You Deliver<ul><li>Complete risk assessments (operational, technology and vendor), leverage data to identify risks, provide guidance, and perform testing activities on an ongoing basis.</li><li>Advancing our data analytics strategies through the use of digital technologies.</li><li>Participating in the incident response program and recovery activities for business operations, technology or vendor disruptions (on call rotation/including off hours).</li><li>Exhibits executive presence. Communicates clearly, concisely and impactfully in order to influence others; tailoring messaging to audience.</li><li>Conducting reviews of third-party business continuity plans, identifying potential threats and vulnerabilities, and collaborating with colleagues to determine solutions for short-term and long-term vendor outages.</li><li>Solving complicated problems, demonstrating confidence with unanticipated situations, and the ability to help find innovative ways to mitigate risk using advanced analytical and critical thinking skills.</li><li>Encouraging a supportive environment for employees to learn and grow.</li><li>All individuals are expected to cross train and understand the different facets of EBR-Business Continuity and potentially rotate through each program.</li><li>Leading cross-functional teams and effectively managing multiple projects simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>RiskFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Sr. Manager, Business Continuity

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

NPO Outreach Specialist

Financial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX *** This is a true 3 month contract that starts on December 2nd *** *** The Role The Financial Services Associate, as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing &amp; Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline. The Expertise and Skills You Bring <ul> <li>Bachelor's degree or equivalent work experience preferred.</li> <li>One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions.</li> <li>Personal computer proficiency required: Windows Office and web-based applications experience preferred.</li> <li>Outstanding organization, multi-tasking and time management skills</li> <li>Detail, process and goal-oriented</li> <li>Phenomenal client communication skills, especially by phone</li> <li>Strong computer skills with an emphasis on Microsoft Excel</li> <li>General knowledge of 401k industry a plus but not required</li> </ul> <h3>Dynamic Working</h3> Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

Financial Services Associate

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Customer Associate - Westlake

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Westlake site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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