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<h3>Job Description:</h3><h3>The Role</h3>The Sr. Charitable Solutions Consultant role is critical in accomplishing the fundraising and distribution goals of increasing contributions and new accounts by building new relationships and managing existing relationships across the Fidelity Wealth Organization. Providing charitable planning support, education and Donor Advised Fund subject matter expertise to Fidelity Wealth Advisors and their clients.Note: Fidelity is not providing immigration sponsorship for this position<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree</li><li>Solid understanding of the financial advisor industry and financial planning experience</li><li>Fundraising, sales, or relationship management experience is helpful.</li><li>Consistent track record of being intellectually curious and driven to constantly improve.</li><li>A dynamic personality with a high level of passion and motivation to achieve goals.</li><li>High ability to learn new insights and skills quickly while constantly adapting to new situations.</li><li>Dedication to constant self-improvement and exhibit a competitive drive.</li><li>Comfortable making outbound phone calls to influence financial advisors on the impact of donor advised funds and the importance of charitable planning.</li><li>A competitive drive and resiliency to achieve your goals.</li><li>Proven track record to continuously uncover new prospects and opportunities.</li><li>Effective time management skills to balance deal work, proactive fundraising activity, various campaigns, and personal development.</li><li>Motivated toward success, willing to demonstrate ownership and committed to achieving substantial goals.</li><li>Expert in the consultative selling approach to better understand the needs of the advisors.</li><li>Ability to build positive relationships with advisors in order to influence and exceed fundraising goals.</li></ul><h3>The Team</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising and Distribution.<h3>Certifications:</h3><h3>Category:</h3>Client 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.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

Charitable Solutions Consultant

<h3>Job Description:</h3>The RoleFidelity Workplace Investing’s Tax-Exempt (TEM) Delivery Team is seeking an enthusiastic product leader with a passion for engaging partners across Workplace Investing, Brokerage, Wealth, and Fidelity Institutional. As a TEM Planner Enablement Squad Leader, you will provide product leadership and partner with Chapter Leaders (CL) and business partners to deliver on committed outcomes. You will work with the scrum team to execute delivery of our TEM Planner Enablement capabilities and releases aligned to the integrated product roadmap.​ Working with partners throughout and beyond TEM, you’ll ensure our TEM Products deliver on the future needs of our customers. The role reports to the Group Squad Leader (GSL), TEM DeliveryThe Planner Enablement Delivery Team supports the Fidelity associates responsible helping to serve the financial futures of those who serve others. The Value You Deliver<ul><li>Responsible for proactive research, analysis and recommendation of new &amp; existing feature opportunities that align to the TEM product strategies to be shared with GSL and Commercialization for consideration</li><li>Foster a culture of trust and innovation</li><li>Maintain alignment with key business partners and stakeholders thru transparent communication</li><li>Leverage product management discipline and technical acumen to execute product backlog</li><li>Demonstrate strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features</li><li>Drive continuous delivery of Epics &amp; Stories, aligned to Sub-Initiatives that have been prioritized</li><li>Ensure delivery outputs deliver value to the business</li></ul>The Team TEM provides retirement plan services to benefit leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges &amp; universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developersYou work in partnership with the TEM Learning Experience Squad Leader as well as with the TEM Group Squad Leader and Commercialization Leader, other Squad Leaders, Scrum Master and various Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity, agile practices, service-oriented leadership behaviors, you sustain and evolve our innovative culture.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required with 10+ years of professional experience; financial services preferred</li><li>Possesses strong technical aptitude and/or background (has supported a technical product for 3+ years), Salesforce experience required</li><li>Demonstrates strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features.​ Has strong understanding of the technology ecosystem (standards, practices, processes &amp; tools)</li><li>Proven success in<ul><li>delivering customer value in a highly complex and fast paced environment</li><li>leading team directly or indirectly</li><li>working and building partnerships in a highly matrixed, cross-functional environment with collaboration and building strong internal and external business partnerships</li><li>defining and launching products and services from concept to scale in market using Agile methodology practices/ceremonies processes and tools</li></ul></li><li>Proven track record of developing, executing and managing digital products and platforms</li><li>Adept at synthesizing quantitative data and qualitative feedback, using a data-focused approach to understanding customer needs, translating strategic goals into action, and prioritize to improve value delivered </li><li>Ability to handle multiple, sometimes conflicting priorities, balancing the needs of TEM and key partners </li><li>Skilled at influencing, and motivating colleagues without formal authority, and have a track record of building successful teams </li><li>You understand and have the skills for working across various technology platforms </li><li>Excellent presentation skills as well as solid written and verbal communication skills; ability to synthesize and articulate complex to simple </li><li>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </li><li>You are skilled at running a highly diverse, non-co-located agile team </li></ul><ul><li>Possess comfort with uncertainty – thing critically and make informed decisions when information is scarce </li></ul><ul><li>Proven time management and organizational skills; able to balance multiple competing priorities </li></ul><ul><li>Excellent critical thinking, analytical and problem-solving skills </li></ul><ul><li>Ability to clearly articulate product vision and features </li></ul><ul><li>Innovative thinking and thoughtful risk taking to get the work done better and faster </li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.

Squad Leader, TEM Planner Enablement

<h4>Description</h4>The Role As a Business Analyst, you blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with a Product Owner (Squad Leader) and technology teams to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment! The Team The Business Analyst (BA) is part of the Fidelity Health Solutions’ Business Analyst Chapter (team), which supports product development across multiple health care domains. The BA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement digital product and service features in health care applications from inception to delivery. These squads will continue to bring new Healthcare capabilities to our digital experiences within our platforms including our Mobile App. The Expertise and Skills You Bring<ul><li>Bachelor’s degree preferred </li><li>3 - 5+ years Systems Development Business Analyst experience, ideally working in an Agile Scrum environment, with proven ability to work across multiple multi-functional teams </li><li>Solid understanding of the Fidelity business with work experience in health care and/or benefits administration and/or product development </li><li>Shown expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation. </li><li>Solid grasp of the architecture and deployment needed to support web development </li><li>Interact closely with Subject Matter Experts and partners across Fidelity Health Benefits domain to elicit Product requirements </li><li>Work with UXD teams to support prototyping </li><li>Skilled in MS Word, Excel, PowerPoint, Visio; Experience with JIRA or similar agile backlog management and testing tool </li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification is a plus </li><li>Skilled at translating business vision into defined and prioritized user stories for team’s backlog </li><li>Ability to understand sophisticated customer needs, translate them into user stories with concrete acceptance criteria, and drive solution formulation with a multi-functional team </li><li>Customer-obsessed and have demonstrated a commitment to delivering frequent, high business value features </li><li>Look for opportunities to innovate and take thoughtful risks to get work done better and faster </li><li>Excellent listening, communication (verbal and written), and presentation skills </li><li>You effectively and regularly lead, facilitate, and drive individuals and group meetings to common goals </li><li>You are highly organized and have a strong ability to prioritize and work under tight deadlines </li><li>Skilled at building relationships, fostering strong teams, and influencing others </li><li>You are a self-motivated, great teammate with the ability to plan and complete work independently, and partner effectively to handle dependencies </li><li>You have excellent business judgement and maintain confidentiality of all data </li><li>Providing consulting, support, and guidance to leadership, squad members, and other relevant partners to influence culture and behaviors </li></ul>The Value You Deliver<ul><li>Working in a Scrum Agile environment to deliver software </li><li>Leading and conducting business analyses to formulate and make recommendations </li><li>Identifying and defining solutions to business problems, through creation and documentation of systems and process specifications </li><li>Creating, documenting, and leading scrum team backlog (writing user stories / acceptance criteria, supporting prioritization, running refinement sessions, etc.) </li><li>Collaborate closely with business partners, development teams, external vendors, and QA on plans, project management, requirements, design, testing, and implementation of solutions throughout the development lifecycle </li><li>Supporting deployment, business readiness, and solution enablement, e.g., defining and documenting enablement tasks, supporting user procedure documentation, creation and delivery of solution training to internal teams, and communication </li><li>Prioritize multiple initiatives and business analysis tasks at the same time </li></ul>

Fidelity TalentSource

Business Analyst

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

Brokerage Operations Representative

<h3>Job Description:</h3>Manager- Grant OperationsThe Role Have you ever considered a career that allows you to share your expertise in financial services with a passion for philanthropy? National Charitable Services performs philanthropic services to the largest donor advised fund in the world, Fidelity Charitable. Service Delivery &amp; Operations supports money movement, client interactions as well as various oversight functions that enables our donors, advisors and nonprofit organizations accomplish their goals. As part of operations, our job is to ensure that all the grants, contributions and money movement transactions are accounted for and accurately recorded.Note: Fidelity is not providing immigration sponsorship for this position<h3>The Expertise and Skills you bring </h3><ul><li>Bachelor’s degree required with at least 5 years of relevant work experience.</li><li>Preferred experience or demonstrated proficiency in the areas of Risk Management, Compliance, Marketing, and Operations.</li><li>Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations.</li><li>Ability to lead, manage, and mentor a team in a dynamic environment</li></ul><ul><li>Effective verbal/written communication skills to influence, build consensus and integrate complex information;</li><li>Desire to coach, manage, develop, and lead others, building associate engagement to deliver outstanding business results.</li><li>Ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently.</li><li>Flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands.</li><li>Lead quality and timely work to meet the needs of a wide range of donors, advisors and nonprofit organizations; ensure efficient distribution of work to meet processing, special handling, and issue resolution standards; create and sustain a team focus on quality and continual process improvement; serve as initial point of escalation for service issues.</li><li>Continually evaluate work distribution and performance. Design and generate reports to measure and communicate the teams’ progress against KPIs/metrics, and handle workflow and productivity. </li></ul><h3>The Team</h3>We have several small teams in our division. Each team focuses on a different part of the operations, such as money in, money out and contributions. The Operations teams work every day with donors/advisors and nonprofit organizations across the country and in some instances across the globe. Each team is a different entry point into the world of philanthropy. These teams are complementary working together to resolve complex operations problems.Company OverviewFidelity Charitable is a 501(c)(3) public charity. We help donors maximize their generosity through our donor-advised fund, called the Giving Account. Established in 1991, we are the nation’s top grant maker, distributing $14.9 billion to charities in 2024.<h3>Certifications:</h3><h3>Category:</h3>Client 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.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.

Manager- Grant Operations

<h4>Description</h4>As a Senior Business Analyst, you will join a team of passionate Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad.<h4>The Expertise and Skills</h4><ul><li>Education </li><li>BS or BA Required </li><li>Experience: </li><li>5 – 7 years of Business Analysis experience required </li><li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li><li>The ability to critically analyze sophisticated business requirements/product issues </li><li>Demonstrable understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories </li><li>Ability to function at a high level in an exciting Agile work environment </li><li>Deep technical skills and an ability to apply them in an analytical process </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure </li><li>Advanced skills in MS Word, MS Excel, and MS Access </li></ul><h4>The Value You Deliver</h4><ul><li>Partner with the Scrum Leader/Squad Leader to understand the goals and the work for each sprint </li><li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities </li><li>Perform root cause analysis when issues arise before and after code migrations </li><li>Assist with training, mentoring and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad </li></ul>

<h3>Job Description:</h3>Do you want to join a team committed to developing and supporting Archer, which is our next generation governance, risk, and compliance (GRC) platform? Corporate Risk is seeking a passionate and hardworking professional to join the team! You will be accountable for maintaining GRC platform as well as responsible for managing a dedicated team of Risk Professionals/Business Analysts supporting the implementation and adoption of this GRC platform to a broad set of businesses across Fidelity.The ability to build effective working relationships with business leaders to champion support of the GRC platform implementation, enhancements and related initiatives, strong influence and change management skills are key elements to success in the position. You will personify the Fidelity Leadership Principle Thinks and Works across Fidelity by collaborating with multiple BUs, Risk and Compliance groups.Vice President, RiskWe are in our journey to continue to develop and mature a next generation, best in class, GRC platform to facilitate risk and compliance business process, data storage, analytics, and reporting. This position is accountable for maintaining relationships with business experts, leading the timely execution of various enhancements to existing use cases, and facilitating the ongoing system maintenance.The Expertise You Have<ul><li>Risk and/or compliance management experience for large financial organizations</li><li>Ideally 12+ years of experience using, implementing and managing Archer or other large GRC platforms in a financial services environment</li><li>Managed large risk/compliance transformation or technology enablement programs</li><li>Bachelors’ Degree or equivalent</li><li>Strong problem solving, analytical, and project management skills</li><li>Demonstrated ability to lead working groups and maintain collaborative, working relationships internally with business partners</li><li>Demonstrated ability as an effective people manager</li><li>Thrive in a dynamic organization where priorities shift to respond to business</li></ul>The Skills You Bring<ul><li>You have in-depth knowledge and expertise of Archer or other large GRC platform</li><li>You are accountable for delivering high quality results in an accurate and timely manner</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 risk management processes</li><li>You are an excellent communicator with strong executive presence</li><li>You have strong influence and negotiation skills</li></ul>The Value You Deliver<ul><li>Manage the full lifecycle of application development (e.g., requirements gathering, testing, data conversion) while providing Archer product/business process expertise to ensure long-term program success</li><li>Manage a process to facilitate the ongoing maintenance (e.g., enhancements, problems)</li><li>Provide ongoing Archer expertise and support</li><li>Lead and provide guidance to the business analysts on the team</li><li>Drive continuous improvement of users GRC experience, configuration, effective risk lifecycle management and business process engineering efforts</li><li>Play an impactful role as part of the risk management organization</li></ul>The base salary range for this position is $123,000-$207,000 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

Vice President, Risk

<h3>Job Description:</h3>Stock Plan Services is looking for interested applicants who are fluent in Japanese to join the team.Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class platform. We empower professional growth, flexibility and support a culture of diversity and inclusion along with work life balance. This brings a feeling of togetherness in the Fidelity family that enables long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.The Expertise We’re Looking For<ul><li>Customer service experience</li><li>Proficiency in Japanese as well as strong English skills</li><li>FINRA Series 7 and 63 preferred, OR ability to acquire upon hire (paid training &amp; support provided)</li><li>Ability to work overnight schedule to meet the needs of our Asia based participants </li></ul>The Purpose of Your RoleAs an associate in Stock Plan Services, you will partner with Fidelity Workplace Investing to service our participants at the highest level possible. As a multilingual Stock Plan Associate you will be expected to provide live language support to our international participants in Japanese as well as in English.The Skills You Bring<ul><li>Your keen interest in the financial services market, economy and industry trends</li><li>You have robust influencing, consulting, and communication skills</li><li>Your experience delivering outstanding customer service in a metric-oriented environment</li><li>You thrive in a fast paced, challenging, and evolving team-oriented environment</li><li>You have a strong aptitude for embracing new technology and the ability to simultaneously leverage multiple systems and resources to find the answers you need</li><li>You have a desire to coach fellow associates on call quality in Japanese.</li><li>You are capable at managing risk in a foreign language, including monitoring peer calls for compliance with industry standards.</li></ul>The Value You Deliver<ul><li>Engaging with customers while providing outstanding service when they call in to our regional center.</li><li>Responding to inquiries and requests for information and assistance with their stock plan accounts. This includes the description of account features, communicating account balances, and executing efficient and accurate trades.</li><li>Partnering with other business units and roles within the organization to help with additional customer needs and ensuring continuous process improvements.</li><li>Educating and empowering our customers through insightful conversations while leveraging online resources to discuss Fidelity’s wide range of products and services.</li><li>Partnering with our participants to help them achieve their financial dreams.</li></ul>How Your Work Impacts the OrganizationOur associates engage with employees of companies that have received deferred compensation. You will be educating stock plan participants on all aspects of their compensation and awards along with completing trading and service needs. Our ability to make a difference with participants is the hallmark of SPS and a competitive advantage for Fidelity in the marketplace.Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.The base salary range for this position is $46,000 - $75,000 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.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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service

Japanese speaking - Stock Plan Services Associate

<h3>Job Description:</h3>The Role As a Plan Consultant (PC), we draft and execute Fidelity’s Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity. We also complete the contract (Service Agreement) between the client and Fidelity. During this process, the PC may need to negotiate the contract language.<ul><li>Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes.</li><li>Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.</li><li>Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement</li><li>Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.</li><li>Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.</li><li>Negotiate service exceptions including modifications to the terms of the contract (Service Agreement).</li><li>Sign documents on behalf of FMTC and Fidelity Workplace Services.</li><li>Participate in process improvement and companywide initiatives.</li></ul>The Expertise and Skills You Bring <ul><li>Previous Defined Contribution retirement plan experience preferred.</li><li>Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans.</li><li>College Degree or equivalent experience preferred.</li><li>CPA, CEBS, ERPA or ASPPA designation(s), a plus.</li><li>Strong contract negotiation skills: ability to articulate a point of view in a compelling &amp; succinct manner</li><li>Excellent written and verbal communication skills</li><li>Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC</li><li>Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion</li><li>Demonstrated problem solving and client management abilities</li><li>Possess the ability to apply learning and comprehend and explain technical concepts</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamWe are part of the Workplace Investing Implementation group. We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document. We work directly with employers, consultants, advisors, attorneys, and internal business partners. Our success mitigates risk for the client and Fidelity.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’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.

Plan Consultant

<h3>Job Description:</h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The Stock Plan Services Product and Platform Domain exists to focus and deliver world class equity plan administration capabilities of behalf of our Stock Plan Clients and digital experiences for their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul>The RoleAs the Product Area Leader of Stock Plan Services Global Recordkeeping, you blend broad product and portfolio management expertise with an obsession for delivering business partner, plan sponsor and participant value. You will define and evolve the product vision, strategy, and mission of the recordkeeping platform to deliver a seamless and modern product experience to all stakeholders. This will require you as a leader to thrive in an environment of leading large complex change and commitment to iteratively delivering high impact. To succeed, you will demonstrate strong communication and collaboration traits to foster close partnerships with functional leaders in technology, client service, operations, implementation &amp; sales.As a leader, you will articulate a north star vision and empower agile teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making to encourage them to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. In the agile structure you will nurture 19 teams oriented around 15 strategic capabilities (ex: recordkeeping, Grants, Corporate Actions, Performance etc.) and lead forums to help build a highly mission driven team, collaborative culture and strong community to deliver on real-time, globally enabled recordkeeping capabilities. You are committed to developing your own industry knowledge on product evolution and innovation to inform your product vision and to empower your leaders with that knowledge.Scope of Role: <ul><li>Sets the Global Recordkeeping Product Area strategy for accelerated delivery of recordkeeping features with the goal of delivering industry leading plan admin experiences at scale.</li><li>Define a multi-year strategy to deliver enhanced capabilities while building towards a larger north star product vision</li><li>Works across the enterprise to leverage common platforms and experiences for the benefit of Plan Sponsors, internal associates (Operations/phones) and participants.</li><li>Makes decisions on matters of the highest complexity presented by work that carries across varying products and processes from potential combinations of domains/product areas and BU's.</li><li>Makes decisions that materially impact results and can alter the course of a deliverable with limited guidance. Must collaborate across an extensive network to drive most impactful work and informs key stakeholders on progress. Leads Fidelity and agile behaviors to ingrain an innovative agile culture.</li><li>Develops vision, goals, and direction for Product Area, with responsibility for the complete cycle of product development and implementation. This large-scale process may carry significant risk and may be managed across multiple Product Areas/Domains/Business units.</li><li>Responsible for ensuring the completion of work by empowering Squads to plan, coordinate and execute. Oversees significant budget and number of resources. Develops the requirements for high quality standards and practice.</li><li>Sets and leads timelines, expectations, and the strategic decisions for a product area with influence on a broader set of product areas, including solution development based on expertise and experience.</li><li>Proactively partners across domains, product areas, centers of excellence, and chapter leaders to influence strategic decisions related to their area of expertise. May lead a new offering tied directly to driving scale and efficiency in our service experience.</li><li>Serves as the thought leader for the Product area; motivates, attracts, and retains talent at more senior levels.</li><li>Strong partnerships and collaboration with other Product Area, Chapter Area, Chapter and Squad Leaders. Role model for Fidelity agile leadership behaviors and forms agile culture.</li><li>Supports, mentors, develops, and enables Squad Leaders and all senior leadership to deliver increased value to the product areas and domains they support.</li><li>Partners with chapter area and chapter leaders to ensure optimization of chapter member talent while defining and building learning opportunities connected to the strategic direction of the domains and product areas.</li><li>Leads thought leadership and has significant mentorship capabilities.</li></ul>The Expertise and Skills We’re Looking For<ul><li>15+ years of functional experience in product management, technology and/or business, with high level agile, analytical, and coaching skills</li><li>Certified Equity Professional (CEP) and Series 7, 63 and 24 licenses required</li><li>You have senior level SPS product experience defining strategic roadmaps and leading the strategic vision and development of solutions and offerings aligned with business goals</li><li>Deep cross-platform product development experience with proven track record of delivering results and impact</li><li>You are a committed leader who serves and an inspirational people leader, capable of setting strategic direction and encouraging others to deliver results and impact to achieve that strategy</li><li>You have strong communication, collaboration, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization and with external customers and partners</li><li>You have a continuous improvement approach and encourage and enable an agile way of working</li><li>You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses</li><li>You have or are committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</li><li>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion</li><li>Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.

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