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<h3>Job Description:</h3><h3>Please Note: The hiring manager will be hiring for this role at a Director OR Senior Manager level based on candidate experience</h3>The RoleAs a member of the Digital Channels Personalization team, you will partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences (web and mobile platforms). This exciting new Squad will be focusing on leveraging the full breadth of our Personalization tools to create connected cross-channel customer experiences focused on specific customer outcomes to train and strengthen our AI/ML models and create an individualized and scalable landing solution for customer content refinement and decision support.As a Director Level Analyst, you will:<ul><li>Collaborate with and champion relationships across multi-functional teams, including business partners, analytics, artificial intelligence, technology, product, and marketing teams to ensure successful delivery of new initiatives and continuous measurement of outcomes.</li><li>Work alongside various team leaders and management to create and present impactful, results driven goals, product roadmaps, and success stories</li><li>Support delivering initiatives, including strengthen AI/ML models by utilizing outcome data and analytics, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.</li><li>Employ strong story telling skills, conveying the vision and impact of digital solutions by helping to create and utilize data analytic measurement strategies and visualizations</li><li>Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.</li><li>Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.</li><li>Stay updated with industry trends in customer experience and personalization.</li></ul>Expertise and Skills<ul><li>Bachelor’s degree or equivalent in business, computer science, data analytics, or a similar field (Masters a plus)</li><li>7+ years of work experience as an analyst in a business intelligence, digital solutions, or financial services environment</li><li>Background with various investment products offered through Wealth, Brokerage, and Workplace Investing (Series 6, 7, 63, or equivalent is a plus)</li><li>Excellent problem-solving skills and attention to detail.</li><li>Experience in leading and delivering complex and highly visible projects throughout an organization</li><li>Ability to lead, communicate, and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.</li><li>Exposure to Data Analytics, artificial intelligence / machine learning techniques is a plus.</li></ul>The TeamAs Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our web and mobile platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.<h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Fidelity Investments

Director, Business Analyst: Digital Strategy and Solutions (Personalization)

<h3>Job Description:</h3>The RoleAre you energized by the opportunity to turn data into actionable insights? Do you thrive in roles that blend critical thinking, analytical depth, and cross-functional execution? If so, the BPM team is seeking a Business Analysis Leader to contribute to the evolution of our data products.In this role, you’ll lead and project manage the delivery of data products that support enterprise analytics, while also directing business analysis efforts across a portfolio of initiatives. You’ll work across domains such as Assets &amp; Flows, Customer &amp; Client, and Interaction data, helping to define requirements, validate solutions, and ensure alignment with business strategy.You’ll partner closely with technology teams, and business customers to:<ul><li>Lead cross-functional efforts from concept through delivery, managing timelines, risks, and communications</li><li>Translate strategic priorities and business use cases into well-defined business requirements and actionable test plans</li><li>Direct business analysis activities including data validation, issue resolution, and stakeholder alignment</li><li>Support the development of scalable data products that drive decision-making</li><li>Help advance BPM Data Strategy</li></ul>Success in this role requires intellectual curiosity, a passion for data, and the ability to move fluidly between strategic vision and detailed execution. You’ll be a key voice in how we use data to measure performance, uncover opportunities, and support leaders across the organization.The Expertise and Skills You Bring<ul><li>A bachelor’s degree in Finance, Data Analytics, or equivalent; MBA or advanced degree preferred</li><li>8+ years of professional experience in Finance or Business/Data Analysis</li><li>Deep understanding of data architecture and business/data analysis practices, capable of mentoring and training others</li><li>Critical thinker and problem-solver with the ability to design, implement, and optimize routines and processes for greater efficiency and effectiveness.</li><li>Strong executive communication skills with expertise conveying complex information and data simply and meaningfully</li><li>Thrives in a fast-paced organization, prioritizes well, and takes accountability for their work and the work of the team</li><li>Experience leading projects, ideally related to data</li><li>Solid understanding and use of data visualization tools (Tableau, Power BI, etc)</li><li>Experience working with SQL, including querying and manipulating data in Snowflake and relational databases</li><li>Confidence, business maturity, and presence to work independently and collaborate well across all levels of the organization</li><li>Flexibility, and resourcefulness to lead several priorities in a deadline driven environment while having comfort with ambiguity</li><li>Ability to gain subject matter expertise in a short time period and apply institutional knowledge to develop quality analytics</li><li>Ability to take initiative and seek creative solutions that challenge conventional approach</li><li>Strong interpersonal skills, proactively building consultative relationships across Finance, Technology and the business</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Director of Business Analysis is a member of the Business Performance Measurement (BPM) team, whose mission is to deliver actionable insights and analysis across the enterprise. BPM builds and supports a high quality data environment, in close collaboration with Technology, to support this vision and empower a data-driven culture. We use this environment to drive innovation, strategic growth and advise in corporate decision making. We continually improve our data ecosystem to enable fast and effective analytics. We are also building out data science capabilities and will look for someone to help advance these efforts by balancing business and technical skills.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director of Business Analysis

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account OpeningSpecialist towork in Westlake, TX. The mission of the Investment Operations team is helping people, help people. We are seeking a detail-oriented and customer-focused professional to join our team as an Account Opening Specialist. This role is critical to delivering a seamless and efficient onboarding experience for new clients. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are essential as you will be responsible for processing account opening requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a great opportunity for someone who is passionate about delivering exceptional client service and contributing to a high-performing team. Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, capture relevant information, and identify a solution when necessary. It’s more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously giving to non- profit organizations to meet their philanthropic goals. You get to be a part of that! <ul> <li>Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements</li> <li>Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements</li> <li>Communicate effectively with clients and internal teams to resolve account opening discrepancies or delays</li> <li>Maintain high-quality data entry and account setup within core systems</li> <li>Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met</li> <li>Share observations of potential process improvements to the account opening process and client experience with your manager</li> <li>Collaborating with internal Charitable business partners to fulfill special handling requests</li> <li>Escalate risk-related concerns and documentation issues promptly</li> <li>Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships</li> <li>Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals</li> </ul> The Expertise and Skills We are Looking For: <ul> <li>Bachelor’s degree</li> <li>2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management).</li> <li>Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy</li> <li>Strong ability to identify errors and inconsistencies in documentation and data inputs</li> <li>Excellent verbal and written communication skills to effectively interface with internal partners and clients</li> <li>Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills</li> <li>Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed</li> <li>Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards</li> <li>Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment</li> <li>Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions</li> <li>Flexible with overtime as requested (especially December – Giving Season)</li> </ul> The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Fidelity TalentSource

Account Opening Specialist

<h3>Job Description:</h3>The RoleThis position is a meaningful role in WI Sales Optimization Acceleration &amp; Retention (SOAR) who both leads a team of Proposal Consultants (PC) while also helping to triage and evaluate incoming work for the Proposal team. This leader works with Sales Managers, Product and Service Consultants, and business partners to support the Workplace Investing sales goals and commitments.Support sales activity in pursuit of attaining new clients or retaining existing clients in Workplace Investing. Guide our team in the delivery of high-quality sales support in the pursuit of new clients. Lead the day-to-day leadership of work assignment and serve as a point of escalation with sales team and other business partners. Contribute to group initiatives to drive innovation through process re-engineering and automation. Gain feedback from internal and external clients and ensure it is infused into how we work.The Expertise You Have<ul><li>Bachelor’s Degree</li><li>Proven experience in the retirement industry.</li><li>Experience in Workplace Investing with a solid understanding of operations and service delivery model</li><li>Series 7, 24 required (can be acquired in the role)</li></ul>The Skills You Bring<ul><li>Extensive retirement plan experience with a solid understanding of Fidelity’s products and services, management processes and overall Fidelity network.</li><li>Proven capability to deliver to tight timeframes and be successful in fast paced environments.</li><li>Strong communication, editing, and facilitation skills.</li><li>Outstanding meeting leadership skills.</li><li>Strong time management and organizational skills.</li><li>Creative, flexible, and out-of-the-box thinking </li><li>Ability to maintain relationships and positioning in order to effectively mentor team related to critical issues and general positioning.</li></ul>The Value You Deliver<ul><li>Handling day to day assignment of activities for associates – including deal assignments and balancing requests to support WI Sales goals.</li><li>Effective coaching of team including performance management deliverables of quarterly quick connects and assessments.</li><li>Working with peers and business partners to maximize resources and meet the demands for end-to-end sales process.</li><li>Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease coast where possible.</li><li>Assisting team in handling RFP responses and overall deal quality through entire sales cycle.</li><li>Carrying out new hire training programs</li></ul>The TeamSales Optimization Acceleration &amp; Retention plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, outstanding participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals. <h3>Certifications:</h3>Series 24 - FINRA<h3>Category:</h3>Sales SupportMost 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, Proposal Consultant

<h3>Job Description:</h3>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!The Expertise We’re Looking For<ul><li>Bachelor’s degree</li><li>Series 7 &amp; Series 63 licenses required (may be attained in role)</li><li>Experience in financial services and sales is helpful, but not required</li><li>Commitment to growing technical knowledge of the financial industry</li><li>Passion for capital markets and investment products</li><li>Aptitude and dedication for constant learning and self-improvement</li><li>Team player, confident, and self-motivated</li><li>Excellent communicator, excited to engage clients</li><li>Appreciate the challenge of working in a goal and results oriented environment</li></ul>As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. The three phases within the program: <ul><li>Licensing, training, and supporting financial advisor investment product inquiries</li><li>Pro-active client engagement to initiate new client relationships and sales opportunities</li><li>Sales territory ownership with an external sales partner, to drive investment product sales</li></ul>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: <ul><li>Capital Market and Investment Product Knowledge</li><li>Sales Process and Sales Territory Management</li><li>Consultative Presentation Capabilities</li><li>Financial Advisor and Intermediary Eco-System</li></ul>The Skills You Bring<ul><li>Your robust consultative selling, influencing and communication skills</li><li>A learner mindset, with determination for extensive skill development</li><li>Ability to develop technical depth in financial markets and investment product</li><li>Additive (or leader) to a competitive, collaborative, energized team</li><li>Organized, with ability to multitask, prioritize, and adjust to change</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Receptive to feedback and coaching</li><li>Thrive in team-based sales environment</li><li>Take initiative and strive to exceed expectations</li><li>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</li><li>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</li><li>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Compensation/Career Progression<ul><li>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</li><li>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is at least 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</li><li>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost 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.

Investment Sales Associate - January 2026 (Westlake)

<h3>Job Description:</h3>The Role Are you looking for an exciting and challenging client facing role where you get to engage and establish a relationship with Plan Sponsors day in and day out? Do you like to learn new things and think creatively? Fidelity's Testing &amp; Reporting Services (TRS) team is seeking an experienced defined contribution compliance professional. This position acts as the primary contact for all Nondiscrimination Testing (NDT) and Form 5500 related services, encompassing client engagement, education, and consultation for NDT, Form 5500, PYES, and other special testing services.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent is required – preferably in Math, Finance, Accounting, Business or other related field</li><li>Defined Contribution client service experience required including consultation, ability to handle intensified issues, provide sales support and assist in implementing services</li><li>ASPPA credentials (a plus)</li><li>Excellent oral and written communication skills explaining sophisticated regulatory topics with any audience, tailoring delivery to the audience</li><li>Leading the client experience and collaborating to gain consensus</li><li>Strong ability to balance and prioritize client work, internal project work, and other responsibilities</li><li>Strong organizational skills and ability to supervise at-risk client relationships</li><li>Research topics independently and deliver solutions on complex regulatory issues</li><li>Contribute to thought leadership while leading and driving initiatives across the department and organization</li><li>Work with multiple levels of Fidelity and possess good presentation skills</li><li>Assist with plan design discussions, implementation review and explore process improvements</li><li>Educating clients regarding their plan’s test results</li><li>Set proper expectations for new clients, plan sponsor contacts, and internal business partners</li><li>Lead the testing service team to find solutions when complex issues or errors arise</li><li>Build the confidence of clients in Fidelity’s services by offering solutions to test failures</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamTRS handles Plan Year End Summary Reporting, Annual Compliance Testing, Form 5500 completion, and Audit Support for the plan’s year-end audit. We (the Compliance Consultants) initiate and maintain the relationship between the Plan Sponsor and TRS. TRS collaborates with various groups within Fidelity, including Managing Directors, Client Service Managers, Client Service Administrators, Implementation, Money Out, Transaction Processing, and Fidelity’s Workplace Consulting, to ensure smooth year-end testing and processing.<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.

401K Compliance Plan Manager

<h3>Job Description:</h3>Sr. Manager, Brokerage RiskThe Brokerage Risk team advises Fidelity’s dynamic individual investor businesses building lifetime relationships with self-directed clients and helping them save and invest. As an integral member of the team, you will be responsible for supporting critical components of our risk program including risk assessments, incident and issue management, and key risk initiatives. The Brokerage Risk team covers a wide array of brokerage services including digital products, trading and margin, core brokerage operations, and client services.The Expectations for this Role <ul><li>Advise new product, business and senior leadership on operational risks and risk mitigation strategies.</li></ul><ul><li>Proactively lead risk assessments to identify, assess, and monitor operational risks and control gaps. Partner closely with business leads to develop remediation action plans. </li></ul><ul><li>Develop and track business unit key risk indicators to monitor operational risk profiles. </li></ul><ul><li>Coordinate risk initiatives with other second-line-of-defense leaders and functions to optimize cross-functional effectiveness. </li></ul><ul><li>Collaborate with legal, risk, and compliance across the organization to identify emerging risks and opportunities. </li></ul><ul><li>Timely investigation of incidents, determine root cause, and advise on corrective actions. </li></ul><ul><li>Build effective working relationships with business leaders and cross-functional partners. </li></ul>The Expertise and Skills You Bring <ul><li>6-8+ years of risk, compliance, legal, or audit experience at financial services institutions, e.g., asset managers, banks, regulatory agencies.</li></ul><ul><li>Experience with brokerage products and services, brokerage operations, or client service operations – including familiarity with regulatory requirements.</li></ul><ul><li>Strong judgment and analytical skills – you will need to excel at quickly analyzing complex risk and business issues in a variety of substantive areas.</li></ul><ul><li>Knowledge of risk frameworks, risk classifications, and experience in conducting risk assessments.</li></ul><ul><li>Proficiency in power point and excel and ability to deliver engaging and persuasive presentations and reporting to management.</li></ul><ul><li>Experience with Archer GRC or any industry GRC tool.</li></ul><ul><li>Bachelor’s degree</li></ul>Behavioral Attributes <ul><li>Independent worker with a bias to action and ability to deliver and drive outcomes with minimal guidance in a fast-paced, distributed, and complex environment. </li></ul><ul><li>Building and maintaining effective working relationships across businesses and support functions is critical to the success of this role. </li></ul><ul><li>Demonstrates exceptional attention to detail and communications skills (verbal and written) </li></ul><ul><li>Balances pace over perfection and able to support multiple projects and committees. </li></ul>The TeamBrokerage Risk supports the retail distribution arm of Fidelity Investments focused on enabling self-directed customers to achieve their financial goals. Brokerage Risk is a dedicated team of risk professionals who partner directly with business leaders and cross-functional partners to ensure comprehensive risk management throughout the brokerage businesses – from the frontline to executive leadership. As part of this team, you will help deliver risk advisory support on major firm initiatives and new products and services that directly impact more than 18 million self-directed investors.Note: Fidelity is not providing immigration sponsorship for this position.The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Senior Manager, Brokerage Risk

<h3>Job Description:</h3>Are you passionate about using experimental design and statistical inference to improve product offerings? Are you ready to step into a position in crafting the use of experimentation to improve every aspect of the customer experience? Do you want to enable better measurement and decision-making from campaigns and experiments?If yes, we want you to join our upbeat and hardworking team and make a real-world difference for Fidelity’s 36 million individual investors. The Team We are looking for an expert in experimental design and statistical inference to help develop and drive strategic analytical initiatives. As an integral part of the Marketing Measurement and Analysis team, you will contribute to improving our use of experimentation and statistical methods. You will lead designs of complex experiments across the Fidelity Wealth organization, serve as a thought leader, and help drive culture and governance to help us further in our growth as a test and learn driven organization.You’ll, also, be a key member of our team driving the future state of methodology in our in-house measurement platform. You will help enhance platform statistical methods, work with engineering on implementation, and lead education for adoption. The team will look up to you as a subject matter authority in experimental design and statistical inference. The optimal candidate will have a mix of knowledge and experience in experimental design, statistical and causal inference; combined with programming skills, communication abilities, and talent at working with teams. This role can be in our Smithfield RI or Westlake TX or Boston MA offices.The Expertise We’re Looking For <ul><li>PhD (preferred) or Masters in a quantitative/field such as Statistics, Biostatistics, quantitative Social Science (including but not limited to economists), Epidemiology, Public Health, Engineering, Computer Science, or related field. </li><li>3-5 years post PhD or 7-10 post Masters of proven experience applying experimental design and statistical inference to academic and non-academic problems. If academic, please list publications in resume.</li><li>Postdocs and early career scientists/faculty/adjuncts are strongly encouraged to apply.</li><li>Strong understanding of core concepts in experimental design including randomization, blocking, factorial designs, cluster designs, and so forth.</li><li>Expertise in using and explaining statistical inference methods for experimental and quasi-experimental circumstances; ideally using both frequentist and Bayesian approaches. </li><li>Statistical experience using a mix of modeling and inference methods with cross-sectional, longitudinal and time-series data.</li><li>Experience developing experimental designs; ideally in a marketing, web, social media, industrial, pharma, or other corporate context. Candidate would, ideally, have some experience in A/B testing, email experimentation, and similar problems in a corporate setting.</li><li>Experience working on cross-disciplinary teams that include engineers, scientists, and non-technical team members. </li><li>Demonstrated proficiency in programming, modeling and analysis using Python or R. Familiarity with core libraries in either language.</li><li>Experience querying and analyzing data with contemporary databases such as Snowflake using SQL (and scripting languages as needed.) </li><li>Some experience using data visualization tools or libraries.</li></ul>It is unlikely that anyone has all the above expertise so please don’t hesitate to apply if you only meet a subset. The Skills You Bring <ul><li>Demonstrated experience in learning and adopting the right method for the right problem. </li><li>Proven track record presenting to non-technical audiences — delivering relevant insights through data analytics/research and then communicating sophisticated data, analyses, statistics, and research findings in a simple, clear, and relevant way </li><li>Ability to form strategic partnerships to deliver value for key partners </li><li>Exemplify passion for your work, operating with a sense of purpose that encourages and motivates the entire team. </li><li>Enthusiasm and energy at collaborating, educating, and helping create community around better uses of experimentation and statistical inference.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities. </li></ul>The Value You Deliver <ul><li>Empowering customer experience and product development teams with cross-business and meaningful insights to enable objective, informed decisions </li><li>Formulating and executing learning agendas, raising strategic and provocative questions that stretch the thinking of the team </li><li>Continuously improving analytic capabilities and spreading that knowledge and expertise throughout the organization to facilitate self-service </li></ul>The base salary range for this position is $107,000-216,000 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>Data Analytics and Insights

Senior Data Scientist, Experimental Design and Statistical Inference

<h3>Job Description:</h3>RoleThe Select Market Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Select Market corporate client relationships! Primary responsibility is the effective leadership of approximately 10 Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 100+ corporate client relationships with over 500,000 individual participants and approximately $75-100B in assets under administration. The SVP, Group Manager is responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health &amp; Welfare administration), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings (ex: Student Debt, Workplace Giving).CANDIDATE MAY BE LOCATED IN ANY EASTERN OR CENTRAL REGIONAL LOCATIONThis position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, CHRO, SVP of HR) of existing and prospective customers. Effectiveness in the role requires superior executive presence, benefits and financial services acumen, and consultative sales skills. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business in order to maximize business results. Focus areas include client retention and loyalty, revenue growth, product and services adoption and relationship risk mitigation strategies. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.Expertise and Skills you Bring.<ul><li>Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.</li><li>Provide focused leadership, motivation, and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.</li><li>Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity.</li><li>Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.</li><li>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement.</li><li>Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and Rebid AE on all retention activities.</li><li>Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.</li><li>Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Develop and maintain strong relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.</li><li>Serve as Executive Sponsor for key client relationships including largest clients, clients with significant service escalations and clients requiring uptiering relationships based on risk mitigation plans.</li><li>Serve as functional liaison for the Select Market relationship management team effectively representing client and organizational interests with senior leaders across Fidelity.</li><li>In cooperation with SVP, Select Market Segment Lead, develop strategy and goals for the organization that produce year-over-year profitability.</li><li>Identify personal development objectives with each MD and support execution of plans to continually build competencies and skill sets to deliver outstanding business results.</li><li>Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Provide leadership to build an empowered, diverse and inclusive team and segment culture.</li><li>Work in cooperation with staffing organization to develop desired proficiencies and experience to acquire the best and brightest talent for the organization and maintain.</li><li>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</li><li>Ensure that team is compliant with all appropriate rules and regulatory requirements.</li><li>College degree required.</li><li>MBA or other advanced degree preferred.</li><li>Institutional client management and growth experience required.</li><li>Minimum of 5 years management experience required.</li><li>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</li><li>Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.</li><li>Proven ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses.</li><li>Strong revenue management and overall financial acumen.</li><li>Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.</li><li>Tangible competitive spirit with determination and motivation to win.</li><li>Proven leadership, coaching, and career developments skills with a mix of tenured and new professional MDs.</li><li>Demonstrated consultative sales skills.</li><li>Expert presentation, meeting management, and communication skills</li></ul>TeamWe will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.<h3>Certifications:</h3><h3>Category:</h3>Relationship 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.

SVP, Group Manager Relationship Management

<h3>Job Description:</h3>Director, Sales Support and Compensation Sales Support &amp; Compensation Be part of a team on the cutting edge of designing and administering variable compensation programs, plans and reporting that rewards our associates for helping Fidelity’s clients and participants achieve their goals. As part of the Sales Support &amp; Compensation team, you will provide strategic, operational and technology support that delivers variable compensation and insightful analytics for the Fidelity Workplace Investing (WI) Distribution organization. The Role As part of Workplace Investing Human Resources and Sales Support &amp; Compensation organization, the Client and Participant Services Program Director will lead critical work with key stakeholders to create, report, process, analyze and distribute monthly, quarterly, semi-annual and annual variable programs and payments for Workplace Investing. This work has us delivering 'end to end' program maintenance, technology consultation, design and creation of performance reports for each plan. The role requires knowledge of variable compensation, compliance, legal and human resource policies. The role is responsible for interpreting existing guidelines, processes, and policies to make consistent and highly reliable judgments related to individual variable compensation programs. The objective of this role is to ensure the correct performance data is captured, processed, and paid according to predetermined compensation plans. In addition, the role must be able to facilitate the exception process and relationship management skills needed to disclose variances; system disconnects and service recovery methods. <ul><li>Helping directly coordinate and deliver variable compensation payments for our associates </li></ul><ul><li>Driving consistency in processes, plans, policies and ensure accuracy of calculations and payroll processing for over 5,000 associates and $100M in variable compensation expense annually </li></ul><ul><li>Helping support the associate experience by teaming up with our SS&amp;C Help Desk on knowledge areas </li></ul><ul><li>Proactively identify informative trends and potential cost/expense risks associated with WI Incentive Programs </li></ul><ul><li>Support the team working directly with its members to provide input to our backlog priorities and help to identify areas for improvement </li></ul>The Expertise and Skills You Bring: <ul><li>A Bachelor's degree or equivalent </li></ul><ul><li>7+ years customer service experience preferred </li></ul><ul><li>7+ years financial analysis preferred </li></ul><ul><li>Experience SQL and/or navigating databases, Excel (including vlookup, pivot tables, advanced features) </li></ul><ul><li>Understanding or desire to learn compensation programs concepts and theories </li></ul><ul><li>Highly organized and has the ability to prioritize and work under tight deadlines </li></ul><ul><li>Attention to detail and appreciation for need to consistently generate high quality, highly critical output is a priority in your daily work </li></ul><ul><li>Intermediate level expertise in MS Word and delivering effective PowerPoint presentations </li></ul><ul><li>Experience in Agile ways of working </li></ul><ul><li> Critical thinker and practical problem solver with excellent judgment and critical thinking skills </li></ul><ul><li>Attention to detail and ability to execute in a fast paced, dynamic deadline driven environment </li></ul><ul><li>Proven excellent listening, communication and organizational skills </li></ul><ul><li>Customer obsessed and have proven commitment to delivering frequent, high business value features </li></ul><ul><li>Ability to work independently, navigate the organization, and build strong relationships with colleagues and leaders across the team and organization you’ll support </li></ul><ul><li>You have strong verbal and written communication skills </li></ul><ul><li>Strong interpersonal skills, including the ability to work across the firm and interact/influence/negotiate effectively at all levels of management and peers </li></ul>Note: Fidelity is not providing immigration sponsorship for this position The Team Sales Support &amp; Compensation (SS&amp;C) leads the strategic design, technology and administration of variable compensation plans across 20 businesses, 96 roles, and 27 plans. Our goal is to align WI’s multi-year strategies with compensation programs that pay for performance. SS&amp;C works closely with our business partners to understand their strategic business initiatives, so we can build compensation plans that drive the desired business results and deliver the best customer experience in the financial services industry. Upon completion of the strategic design work, each function within SS&amp;C (Design, Operations, and Technology) works together to build, administer and deliver the final product. We are actively searching for an energetic individual who is looking to get a broad experience as it relates to Compensation Design, Technology and Administration. <h3>Certifications:</h3><h3>Category:</h3>Sales SupportMost 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.

55 Project Management / Professional Services Jobs in Frisco, TX, USA