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

Fidelity Investments

Director, Customer Solutions - Lifetime Financial Help

<h3>Job Description:</h3><h3><strong>Is it time to make new investments into your career?</strong></h3><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling 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.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3><strong>What to expect…</strong></h3><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li><p>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</p></li><li><p>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</p></li><li><p>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</p></li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</p></li><li><p>Knowledge or experience in sales or the consultative relationship process</p></li><li><p>Demonstrate accountability and a goal-oriented mindset </p></li><li><p>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </p></li><li><p>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</p></li><li><p>Comfortable with technology and ability to navigate multiple systems simultaneously</p></li><li><p>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</p></li><li><p>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</p></li><li><p>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</p></li><li><p>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></p></li><li><p>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></p></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<p>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.</p><p>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.</p>

Workplace Planning Associate - Westlake, TX

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking a results-driven Senior Manager of Operations Excellence to join our team of internal consultants and process engineers who will drive strategy and reengineering initiatives within the Fidelity Fund and Investment Operations (FFIO) operating environment.</p><p>In this role, you will join a team of change leaders focused on analyzing, designing, implementing process improvements, and improving the associate experience across various business functions. You will collaborate with business partners to design and implement enhanced business capabilities, creating a more scalable and flexible operating environment while achieving consistent quality. Your goal will be to enhance operational efficiency, reduce waste, and improve service delivery through data-driven strategies and continuous improvement methodologies. We are looking for a self-motivated individual with excellent analytic and communication skills who can work across business operations and technology teams.</p><p>The Value You Deliver</p><ul><li>Efficient communication in team environment.</li><li>Understand business vision and strategy.</li><li>Facilitate team working sessions and influence key operational managers and directors.</li><li>Deliver measurable impact through definition and refinement of key objectives and key performance indicators that demonstrate outcomes.</li><li>Continuously learn and develop your skills in strategic analysis, design, and operational excellence.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree</li><li>5+ yrs of experience in process engineering, process improvement, or a related field.</li><li>Experience with operational strategy, strategic analysis and execution, design thinking, and large-scale process re-engineering preferred.</li><li>Demonstrated experience collaborating with cross-functional teams.</li><li>Expertise in process improvement, design thinking, and strategic thinking.</li><li>Proficiency in process mapping tools (e.g., Visio).</li><li>Strong team player who can also work independently.</li><li>Excellent written and verbal communication skills.</li><li>Excellent organizational and analytical skills.</li><li>Ability to handle ambiguity and adapt to changing business priorities.</li><li>Ability to manage concurrent projects in a fast-paced environment.</li><li>Comfortable challenging the status quo and proposing new ideas.</li></ul><p><strong>Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>The Operations Strategy &amp; Performance Delivery team (OSPD) plays a critical role in strategy development and performance delivery for all FFIO. The team drives operational improvement and interacts with the business domains and shared services functions within FFIO. We are an objective partner that delivers operational effectiveness and innovative automation solutions to drive measurable value and accelerated results across Fidelity business units and for our customers. As a team-centric organization, we provide ample opportunities for collaboration with other OSPD team members, as well as key business partners, both upstream and downstream.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>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.</p><p>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.</p>

Senior Manager, Operations Excellence

<h3>Job Description:</h3><h3>The Role</h3><p>Customer expectations are constantly evolving, and the Healthcare team at Fidelity is constantly evolving in response. We are seeking a Consultant, Business Analysis to design capabilities across our Healthcare team. As a Business Analysis Consultant, you play a meaningful role on an Agile software development team that obsesses over customer journeys and the technologies that bring them to life!</p><p>You are a strategic and critical thinker who will play a vital role in developing new healthcare features on an innovative healthcare platform.</p><p>You blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve sophisticated business problems, and executing to deliver and implement solutions to delight customers.</p><p>You are energized by the prospect of joining a dynamic, innovative team in a fast-paced environment!</p><h3>The Team</h3><p>We work within multi-functional Scrum Agile teams (squads) of technology and business colleagues across the Healthcare, Brokerage, and Workplace Investing Domains to develop and implement product and service features from inception to delivery. Your squad will focus on developing new solutions to recordkeeping challenges and the migration of capabilities from legacy to new platforms while solving for some of our largest customer pain points.</p><p>Here are a few ways you'll impact the team:</p><ul><li>Work closely with the Product Owner (Squad Leader) and development team to build, prioritize, and maintain the product backlog</li><li>Collaborate with design, business, and technical team members to define requirements and identify dependencies and risks</li><li>Perform acceptance testing to ensure the team delivers a seamless plan sponsor experience that meets business requirements</li><li>Support business readiness, deployment, and solution enablement, e.g., demos, training, procedures, and communication</li><li>Perform production validation including defining use cases, test cases, and test account data setup</li><li>Apply analytics for continual optimization of the product and business plan</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor's Degree required</li><li>7+ years of demonstrated ability in an analyst, technology, or product role, passionate about digital solutions</li><li>Experience in a systems analysis (or similar role) is a plus</li><li>Proven experience working in Agile product execution and delivery involving business, design, and technology teams</li><li>Experience in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Experience and knowledge of healthcare, HSA and /or benefits administration</li><li>Dedication to customer needs and frequently delivering high-business-value features</li><li>Experience using data to find opportunities and drive decision-making; may have conducted user research or competitive analysis</li><li>Excellent listening, communication (verbal and written), influencing, and presentation skills</li><li>Self-motivated, problem solver with flexibility to adapt to frequent changes</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; experienced with Jira or similar Agile backlog management and testing tool; experience with content management systems, querying back-end databases (SQL) and/or interpreting logs is a plus</li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification preferred<p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

Consultant Business Analysis - Health Savings Account Recordkeeping

<h3>Job Description:</h3><p>Want a role that is crucial in all phases of digital product management? Join the Digital Strategy &amp; Solutions Team! As a Product Manager, you will integrate product knowledge and experience in product management, providing leadership to bridge the gap between strategy and execution by aligning strategic goals with business value. Applying data-driven insights to identify product improvements, define clear requirements, deliver innovative solutions, and assess business outcomes for measurable impact. Eliciting and detailing the needs of customers, partners, LRC, and project objectives to ensure alignment and clarity throughout the development lifecycle. Crafting detailed product requirements that reflect end-user functionality, supported by cross-functional collaboration and visual artifacts. Implementing quality controls to ensure solutions meet defined requirements, function as intended, and are continuously improved. Supporting client and field readiness and providing deep expertise in digital product functionality.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>5+ years of product manager experience delivering customer or associate focused digital solutions.</p></li><li><p>An ability to lead high priority initiatives from concept through execution across multiple cross-functional teams</p></li><li><p>Passionate about using data to address challenges, skilled in synthesizing insights into compelling narratives, vision statements, and data-informed decisions.</p></li><li><p>Extensive experience in root cause identification, process, journey and value stream mapping.</p></li><li><p>An affinity for technology and a dedication to staying current with industry innovations.</p></li><li><p>Experience in the specific areas of account maintenance, account opening, money movement, process workflow regulations, digital platforms, fraud, case management, XTRAC, market trends, and omnichannel applications.</p></li><li><p>Expertise in phone, branch and back-office operations, with an understanding of how paper, non-value-add calls, and manual tasks impact the cost of servicing clients.</p></li></ul><h3><strong>The Team</strong></h3><p>We are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share core product management and analytical abilities, as well as a set of differentiated skills which extends their ability to meet squad needs. We are aligned with the CORE-X group area whose mission is 'Serving Millions, Moving Billions.' We help grow our core business, attract the next generation of customers, and scale our impact across the organization through our critical experiences:</p><ul><li><p>Account opening across all products</p></li><li><p>Seamless money and asset transfers within and beyond Fidelity</p></li><li><p>Essential account maintenance activities.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

Principal Business Analyst

<h3>Job Description:</h3><p><strong>Director, Business Analyst FIA OCI/FIN Record Keeping Platform Team</strong></p><p><strong>The Role</strong></p><p>As a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. </p><p>In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will drive initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN data.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 10+ years of experience</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Proficiency in business acceptance testing, validation exercises, and release management. </li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Ability to translates strategic goals and ideas into action quickly, conceptualizing, developing, and delivering strategies that meet customer needs as well as regulatory and compliance need.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Proficiency in SQL and ability to write and interpret SQL queries for data analysis and validation.</li><li>Experience with AWS services: Familiarity with S3, Lambda, and Glue, especially in the context of data pipelines and serverless architecture.</li><li>Understanding of SOC 1 and HIPAA compliance with experience working in environments with sensitive financial and healthcare data a plus</li><li>Understanding of API documentation, payloads, and integration workflows.</li><li>Familiarity with data ingestion processes especially loading large, structured text files from external carriers into relational databases a plus.</li><li>Experience designing or refining screen layouts in partnership with developers and collaboration on angular-based web applications.</li><li>Foundational exposure to Snowflake or similar data platforms</li><li>Ability to lead initiatives and take accountability for overall program success.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li><li>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li><li>Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.</li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.</p><p>Note: Fidelity will not provide immigration sponsorship for this position</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

Director, Business Analyst FIA OCI/FIN Record Keeping Platform Team

<h3>Job Description:</h3><p>The Role</p><p>As a Stock Plan Services (SPS) Squad Leader, you will blend Stock Plan expertise with a passion for delivering results and driving scale and efficiency across the Client Servicing organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute on specific results. Ensuring respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role.</p><p>You will work in partnership with the Product Area Leader, other agile squads, Chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture.</p><ul><li><p>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support</p></li><li><p>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</p></li><li><p>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</p></li><li><p>Inspecting and evaluating progress, and removing impediments for your squad</p></li><li><p>Defining, presenting, and evaluating results against agreed acceptance criteria</p></li><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>8-10 years of related product management experience, systems development, product development, and/or project/product management</p></li><li><p>Bachelor’s degree preferred</p></li><li><p>Financial services experience preferred</p></li><li><p>Agile experience preferred</p></li><li><p>Strong understanding of workflow and operations service models</p></li><li><p>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to maximize value delivered</p></li><li><p>You have a continuous improvement approach</p></li><li><p>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</p></li><li><p>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</p></li><li><p>You are intellectually curious and model a culture of learning and coaching</p></li></ul><p><strong>The Team</strong></p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

Squad Leader, Stock Plan Recordkeeping

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This <strong>Vice President, Digital Assets Operations Lead</strong> role at Fidelity is responsible for building out the infrastructure for Fidelity’s Digital investment products operational ecosystem. The focus on cryptocurrencies, tokenized products, and blockchain technology adds a groundbreaking dimension to the position! The areas for evaluation will include Fidelity Fund Investment Operations (FFIO). The Vice President will provide critical digital subject matter expertise and context to accelerate the product roadmap and future state of the organization's operational capabilities and functions.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree or equivalent experience.</li><li>12+ years’ proven experience preferred including digital asset products servicing with an asset manager, audit firm or custodian.</li><li>Outstanding knowledge of alternative investments with an emphasis on broad and deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.</li><li>Demonstrated ability to develop and implement a strategic plan.</li><li>In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds. CAIA and /or CFA is a plus.</li><li>Research skills including the proficiency to collect information about a topic, review that information and analyze and interpret the details in a way to support a solution.</li><li>Strong written and verbal communications skills. You will be able to absorb sophisticated information and present it in a clear, digestible way to multiple audiences.</li><li>Excellent administrative skills and attention to detail, with an ability to deliver multiple, concurrent high priority assignments and due dates.</li><li>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred.</li><li>This role can be filled at the VP or Director level based on experience and business needs.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>In Global Product Solutions (GPS), we are on a mission to deliver innovation and outstanding product and program solutions from concept through execution while encouraging our talent. Our multifaceted and energetic team is nestled within the FFIO organization. The Digital team, in particular, is a central service team passionate about on-boarding new product requirements from Asset Management to help expand FFIO’s capabilities and to from operational readiness to a scalable target state operating model. Interacting with various groups within Fidelity and representing the business to customers and partners make for a multidimensional and engaging work environment. Come and join this diverse team as we perform incredible work!</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

Vice President, Digital Assets Operations Lead

<h3>Job Description:</h3><h3><strong>The Role</strong> </h3><p>The Senior Associate, Annuity &amp; Life Product Management is a key member of the Institutional Custody &amp; Retirement product team and will support the development and management of a holistic suite of retirement and protection products intended for intermediary Fidelity clients like Broker Dealers and RIAs. The associate will also play an important role on the team as a key interface for Fidelity with its carrier community. </p><h3><strong>The Expertise and Skills You Bring</strong> </h3><p>This role will drive product development in partnership with intermediary clients and related external partners/ vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuities, with expertise in life insurance and long-term care products being a plus. Specifically, an understanding of the evolving carrier e-App and DTCC ecosystem for end-to-end electronic annuity order processing and posting will differentiate a candidate. </p><ul><li><p>Bachelor’s degree (or its equivalent). </p></li></ul><ul><li><p>5+ years of experience with annuities, insurance products and the respective marketplace (specifically the insurance carrier or distributor side). </p></li></ul><ul><li><p>Experience with a large (top 10) carrier of Annuity products is a big plus. </p></li></ul><ul><li><p>Experience with brokerage technology is a plus. </p></li></ul><ul><li><p>Ability to interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing. </p></li></ul><ul><li><p>Ability to collaborate with a variety of technology teams to establish clear client-ready outcomes that enable annuity platform adoption </p></li></ul><ul><li><p>Ability to collaborate with vendors &amp; annuity carriers and their teams to launch industry-leading experiences that comply with the latest industry standards </p></li></ul><ul><li><p>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment. </p></li></ul><ul><li><p>You are curious, driven, collaborative in nature and an excellent teammate. </p></li></ul><ul><li><p>Participation in or working knowledge of insurance and annuity industry boards such as DTCC Advisory Board, Insured Retirement Institute, etc. as well as an understanding of their role within the industry. </p></li></ul><ul><li><p>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period. </p></li></ul><ul><li><p>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress. </p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong> </p><h3><strong>The Team</strong> </h3><p>This dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and a slew of internal stakeholders across Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience overall. Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence. The associates building Annuity products and services form one group within an organization that supports a variety of Retirement products like IRAs &amp; HSAs, and a variety of Institutional Custody products serving Trust &amp; Trust Accounting needs in the Bank &amp; Recordkeeper space. </p><h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

Senior Associate - Annuity & Life Product Management

<h3>Job Description:</h3><p><strong>The Role</strong></p><p><strong>Are you ready to make an impact?</strong> If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.</p><p>The GFC Senior Associate role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.</p><p>The <strong>Expertise</strong> and <strong>Skills</strong> You Bring</p><p>Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.</p><ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)</li><li>Three plus years of relevant progressive experience with supporting integrated financial audits</li><li>Professional certification CPA and/or CISA desired. Other relevant certifications CISSP and CIA</li><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</li><li>Direct experience with general accounting concepts including financial statement risks, and controls</li><li>Exposure to IT Application Controls, report testing and/or IT General Controls</li><li>Familiarity with system implementations, alternative Investments and/or digital assets</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Learning agility to quickly understand and connect key concepts</li><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</li></ul><p>The <strong>Team</strong></p><p>The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.</p>The base salary range for this position is $67,000-$105,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

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