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<h3>Job Description:</h3>The Role Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an IT Audit Senior Analyst, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </li><li>Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </li><li>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus. </li><li>3-5 years of experience in performing information technology audits, preferably in financial services. </li><li>Understanding of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas. </li><li>Understanding of authentication, authorization, and credential management. </li><li>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation. </li><li>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities. </li><li>Ability to work simultaneously on multiple tasks, manage priorities and workload. </li><li>Good technical problem solving and data analytical skills. Scripting and automation experience would be a plus. </li><li>Commitment to innovative, collaborative, and digital working style. </li><li>Strong presentation, written, and interpersonal communication skills. </li><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li><li>Curiosity and hunger to learn. </li></ul>The Team The IT Audit Senior Analyst will be responsible for performing complex technology and/or business-integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li><li>Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function. </li><li>Leverages audit automation tools in the evaluation of business operations and systems. </li><li>Performs audit test work including organizing and analyzing data, testing controls and documenting results. </li><li>Applies data analytics concepts, principles, and techniques to effectively identify control deficiencies. </li><li>Helps draft audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </li><li>Coaches and mentors more junior members including interns/ co-ops on the team. </li><li>Builds working relationships with audit teams and clients. </li></ul>The base salary range for this position is $64,000-$121,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Audit

Fidelity Investments

IT Audit Senior Analyst

<h3>Job Description:</h3>Job Title: Director, Financial Crimes Data Science Testing &amp; Controls<h3>The Role</h3>This role will lead the strategic oversight and independent validation of data science models and analytics used in the detection and prevention of financial crimes. This role ensures that advanced learning solutions, including machine learning models and rule-based systems, meet regulatory expectations, internal governance standards, and operational effectiveness benchmarks. The Director will drive a robust testing and control framework across model development, deployment, and monitoring, while partnering with compliance, risk, and technology teams!<h3>The Expertise and Skills You Bring</h3><ul><li>Master’s or Ph.D. in Data Science, Statistics, Economics or a related quantitative field preferred.</li><li>Minimum 8 years of experience in data science, model validation, testing framework, model risk management, or analytics within financial services, with at least 3 years in a leadership role.</li><li>Deep understanding of financial crime typologies, AML/BSA regulations, new technologies and fraud detection methodologies.</li><li>Strong communication skills with the ability to present complex findings to non-technical partners and regulators.</li><li>Excellency in Python, SQL, and data visualization tools (e.g., Tableau, Power BI)</li><li>Lead a team of quantitative analysts, model validators, and control specialists focused on testing and validating financial crime detection models</li><li>Develop and execute a comprehensive testing and controls strategy aligned with regulatory expectations (e.g., OCC, FRB, FinCEN) and internal risk frameworks</li><li>Oversee the design and execution of rigorous testing protocols for machine learning and rule-based models, including performance benchmarking, back testing, and scenario analysis</li><li>Ensure models are interpretable, explainable, and compliant with regulatory guidance (e.g. SR 11-7)</li><li>Present findings and recommendations on model performance, enhancement, or augmentation requirements to Financial Crimes Compliance senior leaders</li></ul><h3>The Team</h3>The Financial Crimes Models &amp; Analytics team within Financial Crimes Compliance group is responsible for the design, development and maintenance of the firm’s Financial Crimes reporting, intelligence, detection models and optimization. We are an industry leader in Innovation and partner with other analytics group in the organization towards AI/ML strategy. Our greatest Asset is Our People and we are committed to building an enduring culture of learning and mobility.The base salary range for this position is $103,000-$218,000 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>Data Analytics and Insights

Director, Data Science Testing & Controls

<h3>Job Description:</h3>The RoleAs the Stock Plan Services (SPS) Director, Product Manager, also known as the Squad Leader, supporting Brokerage Integration you have a passion for delivering results within a fast paced, high growth business. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, define the resource requirements, set the mission, and bring the squad together to execute on specific results and ensure 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. You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture.This role will focus on creating &amp; executing a product vision for stock plan product capabilities that integrate with brokerage technology to deliver assets to our wealth &amp; brokerage businesses within Fidelity Investments and Fidelity International:<ul><li>Orchestrating stock plan transactions through our modernized platform and through brokerage capabilities with consideration for the experiences of our key stakeholders – operational &amp; contact center associates, plan participants, and our corporate client plan sponsors.</li><li>Management of trade &amp; transfer restrictions, including at the lot level &amp; for insider trading windows, in accordance with plan rules</li><li>Brokerage account opening &amp; activation for stock plan participants inside &amp; outside the US, through Fidelity Brokerage Services &amp; Fidelity International</li><li>Bulk transfer of assets deposited to brokerage accounts</li></ul>Responsibilities:<ul><li>Defining, refining, and communicating the your team's mission to squad members and business partners to empower and rally support</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</li><li>Inspecting and evaluating progress, and removing impediments for your squad</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li></ul>The Expertise and Skills You Bring<ul><li>8-10 years of related product management experience, systems development, product development, and/or project/product management</li><li>Knowledge of Fidelity brokerage &amp; institutional technology preferred</li><li>Knowledge of Stock Plans preferred</li><li>Bachelor’s degree preferred</li><li>Financial services experience preferred</li><li>Agile experience preferred</li><li>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to enhance value delivered</li><li>You have a continuous improvement approach</li><li>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</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You are intellectually curious and model a culture of learning and coaching</li></ul>The TeamStock Plan Services 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.The base salary range for this position is $100,000-$169,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Director, Product Manager - Stock Plan Brokerage Integration

<h3>Job Description:</h3>Digital Solutions Squad Lead You will work in partnership with Digital Solutions Technology team to develop products and custom client solutions with Fidelity Workplace Consulting (FWC) business/practice leaders. You will blend product expertise with a passion for delivering results in an agile format while managing to client deadlines. You will partner with other leaders to influence the broader strategic decisions and roadmaps, define the requirements, and coordinate with the business and squad to deliver specific results. You will ensure your products or services are available, stable, performant, and supported when required and that related cost and maintenance is handled appropriately. You'll ensure alignment on the what and when of the work performed by the squad by supporting ongoing planning and prioritization, to enable the squad to work effectively with the business. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role including understanding the voice of the client and the business. By role modeling and promoting Fidelity leadership principles, you will promote and sustain an innovative agile culture and connect the business to the team to efficiently complete multi-client growth initiatives. <ul><li>Think strategically about client &amp; user needs, product design and architecture. </li></ul><ul><li>Lead delivery of digital tools through supporting the business in identifying business problems and opportunities for digital solutions, rapid experimentation and business case development. </li></ul><ul><li>Identifying and implementing standardization wherever possible to streamline repeatable processes and reduce risk </li></ul><ul><li>Collaborating with Chapter Leads, and other Squad Leads to identify, maintain and prioritize technical tasks including Technology Lifecycle Management (TLM) and drive continuous improvement items. </li></ul><ul><li>Support small client and product development work based on available capacity to provide an opportunity for our team to continue growing their technical skills and industry knowledge. </li></ul><ul><li>Communicate effectively with clients, partners, subject matter authorities, leadership and development team on priorities and delivery status </li></ul><ul><li>Help manage the priorities and provide technical expertise for the Data team. Responsible for acting as a single point of accountability for the Data Engineering practices and ensure appropriate governance is in place. </li></ul><ul><li>Proactively partner with Chapter Lead, Product Area, Center of Excellence, and Squad Leaders to influence strategic backlog and prioritization decisions for Data team. </li></ul><ul><li>Scope projects for timelines and costs for client and product work for your squad. Learn to manage to those budgets and communicate those budgets on a monthly basis. </li></ul>You enjoy working in a dynamic, sophisticated and fast-paced development environment with a focus on driving innovation through innovative approaches and process improvements that efficiently and effectively support our customers. The Squad Leader (SL) works on documenting and translating complex business requirements through the use of Agile features/epics and stories. The SL works as a subject matter authority for the scrum teams and drives the effort for epic level validation to ensure the highest level of integrity, accuracy, and overall quality are included in the end product. As we grow and develop this team, the SL will help institute standard processes, define the product roadmaps and work closely with the Squad, business SMEs, marketing and sales, and clients. The Expertise We're Looking For <ul><li>Bachelor’s degree or equivalent business experience </li></ul><ul><li>7+ years of related experience (project management, business analysis, consulting, product development) </li></ul><ul><li>Proven experience with Scrum &amp; how Agile development teams complete Agile projects </li></ul><ul><li>5+ years of related product management experience, systems development, product development, and/or project/product management </li></ul><ul><li>Agile experience required </li></ul>The Skills You Bring <ul><li>Passion for product development and agile product management </li></ul><ul><li>Ability to guide the team on Agile/Scrum processes and values </li></ul><ul><li>Ability to process and lead multiple priorities and initiatives </li></ul><ul><li>Robust analytical skills; Ability to exercise good judgment and solve problems </li></ul><ul><li>Excellent communication (written and oral), customer service and interpersonal skills </li></ul><ul><li>Ability to successfully collaborate with varied levels across FWC and other business units/partner teams to communicate and collaborate on business solutions </li></ul><ul><li>Expertise in defining Product Visions and business cases, building Product Roadmaps, refining product backlogs, defining Minimum Marketable Features (MMFs) and Minimum Viable Products (MVPs) </li></ul><ul><li>Balancing Feature development, fixes, and maintenance against planned released dates </li></ul><ul><li>Proficiency in product positioning, pricing and growth strategies </li></ul><ul><li>Consistent record building trust-based positive relationships – within teams and across partner groups </li></ul><ul><li>Elicit requirements using interviews, document analysis, requirements workshops, surveys, business process descriptions, user stories, scenarios, business analysis, task and workflow analysis </li></ul><ul><li>Strong attention to detail and a meticulous focus on delivering quality output </li></ul><ul><li>Participate in the user acceptance process to validate the solution (feature level validation) </li></ul><ul><li>Ability to work in a fast-paced, dynamic, and frequently ambiguous environment </li></ul><ul><li>Ability to understand the big picture and relationships of each capability to the others across the program </li></ul><ul><li>JIRA (or similar ALM tool) experience required </li></ul><ul><li>Intellectually curious and model a culture of learning and mentorship </li></ul>The Value You Deliver <ul><li>Work with partners and scrum teams to ensure business requirements are clarified </li></ul><ul><li>Ensure that the final design and delivered enhancements meet the business requirements </li></ul><ul><li>Develop and implement documentation including test plans and end user procedures </li></ul><ul><li>Participate in program meetings, FWC planning sessions, feature definition sessions and scrum and triage meetings as needed </li></ul><ul><li>Ability to create process flows and wireframes in order to clearly communicate a set of requirements </li></ul><ul><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </li></ul><ul><li>Making informed trade-off decisions to strike the right balance between quality, cost and timelines </li></ul><ul><li>Establish standard processes in developing and maintaining a product within FWC. </li></ul><ul><li>Drive growth of FWC by efficiently delivering products that meet our client’s needs. </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.

Squad Leader - Digital Solutions

<h3>Job Description:</h3>VP, Domain Delivery Manager - Quantitative Research and Investments Technology (QRIT)The Role In the Domain Delivery Manager role, you and your team are accountable for synthesizing and communicating Quantitative Research and Investments Technology (QRIT) domain level strategy and roadmap, whilst also project managing all complex initiatives within QRIT. You will partner with a broad set of stakeholders including the Head of AMT Strategy, Head of QRIT, Product Owners and Team Leads. You will collaborate with your peers across domains and the AMT level head of strategy to ensure the AMT strategy and roadmap are inclusive of the critical milestones and strategic objectives of QRIT. You will ensure the strategy and roadmap for both QRIT and AMT are communicated clearly to our business partners and enterprise stakeholders Responsibilities You will be accountable for synthesizing the strategy for QRIT, working collaboratively with the product areas, who are accountable for the definition of the strategy. You will develop, promote and maintain the strategy and roadmap at the QRIT level. You will coordinate, improve, and maximize delivery at the domain and program level. You and your team will be responsible for program and project management of multiple complex projects across QRIT and across AMT as required You are a mature and effective leader, with the ability to both influence when you do not have direct accountability and drive when you have direct accountability. Focus Areas Initiative Cohesion <ul><li>Ensure delivery goals are clearly articulated and understood </li><li>Complete quarterly planning activities for the strategy and initiatives, ensuring achievement, milestones and risks are clear </li><li>Setup and manage the appropriate governance structure(s) around initiatives </li><li>Manage dependencies, risks, and impediments for the initiative and raise when needed. </li></ul>Communication <ul><li>Ensure the strategy and roadmap for both QRIT and AMT are represented clearly to our business partners and enterprise stakeholders </li><li>Work with your peers across domains to build a consistent communication harness for AMT </li><li>Establish communication practices through which to share delivery plans, coordinate roadmap adjustments, and provide transparency into plans and progress. </li><li>Provide updates to leadership on status of initiative including progress, risks, challenges, achievements, and metrics. </li></ul>The Expertise and Skills You Bring <ul><li>10+ years of delivery or project management experience managing large, highly complex technology programs </li><li>Strong grasp of business context and product lifecycle management, grounded upon customer outcomes </li><li>Strong grasp of the software development lifecycle and experience working closely with software engineers to deliver large scale technology initiatives </li><li>Ability to drive and align execution of the Program with all stakeholders to a shared Initiative across Product Teams, Functions, Domains, and BUs </li><li>Strong change management skills </li><li>Ability to balance strategic and tactical priorities </li><li>Proven strategic, analytical, and problem-solving skills with the ability to identify and articulate connections across separate, but related, concepts </li><li>Strong ability to lead and influence behavior without formal authority </li><li>Proven excellence in communication and people-interaction skills </li><li>Continuous improvement attitude when thinking of the longevity of the Program and future delivery support model </li><li>Intellectual curiosity with a strong desire to understand key trends across technology, both within and outside of Fidelity, and apply takeaways locally </li><li>Experience encouraging Agile behaviors, reinforcing practices, norms, events, and supporting the overall performance and efficiency of the Program </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>Program/Project Management

VP, Domain Delivery Manager - Quantitative Research and Investments Technology (QRIT)

<h4>Description</h4><h4>The Role</h4>Do you want to make a difference and join a highly collaborative, cross-functional team within our Enterprise Technology business unit committed to enhancing and digitizing Fidelity’s operating ecosystem?We are looking for a business re-engineering professional who will play a pivotal role helping define and support the future servicing technology ecosystem for Fidelity. This role sits within the Advanced Process Solutions (APS) Domain, which builds and deploys technologies to help Fidelity move towards a future state in which digital is encouraged over paper, client interactions are digitized and automated, and operating associates focus on high value work.Operating in a fast-paced environment and in close collaboration with business and technology partners, this role will lead analyses to inform insights and recommendations across prioritized strategic re-engineering initiatives. It will play a crucial role in project team delivery, tasked with preparing for, conducting, and synthesizing business partner and SME interviews. It will collect and analyze data to drive actionable recommendations to eliminate anti-digital friction.Additionally, the role will demonstrate SME interviews and various reference sources to build current state process maps, identify customer and associate struggles, and together with business and technology partners define the end-to-end future state. Other responsibilities include designing and drafting presentations and other deliverables to ensure successful project delivery.<h4>The Expertise and Skills You Bring</h4><ul><li>Bachelor’s degree in business administration, management information systems, engineering, or other technical subject area </li><li>5+ years of experience in a management consulting, strategy, transformation, or similar role using Lean/Six Sigma methodology </li><li>Proven success with substantial contributions on projects specific to reducing manual work, digital transformation, or E2E process transformation </li><li>Excellent verbal &amp; written communication skills, and the ability to work with a diverse group, including executives, managers, subject matter specialists and matrixed teams. </li><li>Proven problem-solving expertise as well as owning outcomes. </li><li>Ability to analyze data and business processes, identify difficulties, and form/test hypotheses. </li><li>Solid understanding of MS Office (PowerPoint, Word, and Excel). </li><li>Passion for ambiguous problems without easy solutions. </li><li>Interest and ability to quickly adapt and learn new functional areas and business processes. </li><li>Proven track record of working on projects that achieve tangible results. </li><li>Strong organizational skills and a proactive, creative, and collaborative approach to solving strategic business issues. </li><li>Ability to think strategically and build positive relationships with business partners. </li></ul><h4>The Team</h4>You will work within APS’ Business Architecture Center of Excellence alongside team members and business partners with a diverse mix of backgrounds and experience. We work in a highly matrixed operating environment, aligned within the Firm’s Agile operating model and working with key business partners.

Fidelity TalentSource

Senior Management Consultant

<h3>Job Description:</h3>Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience?If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.<h3>The Team</h3>We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of CKSI (Customer Knowledge &amp; Strategic Insights), you'll be embedded in a business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.<h3>The Skills You Bring</h3><ul><li>Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.</li><li>Delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.</li><li>Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li></ul><h3>The Expertise We’re Looking For</h3><ul><li>3 + years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.</li><li>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik etc.</li><li>Experience using and querying big data technologies such as Snowflake, Athena, etc.</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><h3>The Value You Deliver</h3><ul><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li><li>Delivering data-driven and actionable insights to enable objective, informed business, and product decisions</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Manager, Advanced Data Analytics and Insights

<h3>Quality Specialist</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX. The hourly pay rate for this position is $22 per hour. The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. This role will support Service Delivery in its mission to improve processes, measure capability, and drive performance. <h3>The Expertise We’re Looking For</h3> <ul> <li>Bachelor’s degree or equivalent experience in a related field </li><li>1-2 years of work experience, including demonstrated success working in a fast-paced environment </li><li>Financial Services experience preferred </li><li>Experience within the quality field </li><li>Understanding of analytical tools for process improvement; Six Sigma and Lean </li></ul> <h3>The Purpose of Your Role</h3> In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring. <h3>The Skills You Bring</h3> Your 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 will enable Service Delivery to reduce risk and enhance the customer experience. Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands. Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions. Your attention to detail and inquisitive nature will be key in helping you problem solve. <h3>The Value You Deliver</h3> <ul> <li>Review transactions and work items to determine accuracy. Ability to code and concisely capture the details regarding the review to enable trending and further analysis. </li><li>Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan. </li><li>Perform testing of samples using the appropriate business rules to ensure completion and accuracy. </li><li>Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements. </li><li>Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities. </li><li>Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work. </li><li>Provide feedback as directed to assist with root cause identification. </li><li>Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points. </li><li>Share new insights or realized trends with analysts and peers. </li></ul> <h3>How Your Work Impacts the Organization</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.

Quality Specialist

Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Westlake, Texas or Salt Lake City, Utah. The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience</li> <li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Demonstrated problem solving skills</li> <li>Ability to work within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> <li>Knowledge of 501(c)(3) non-profit organizations, a plus</li> </ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day. The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially December – Giving Season)</li> </ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting</li> <li>Process high value transactions</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. 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 Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Grants Analyst

Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Salt Lake City, Utah or Westlake, TX. The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience</li> <li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Demonstrated problem solving skills</li> <li>Ability to work within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> <li>Knowledge of 501(c)(3) non-profit organizations, a plus</li> </ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year Day. The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially December – Giving Season)</li> </ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting</li> <li>Process high value transactions</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. 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 Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

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