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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 $83,000-$131,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Audit

Fidelity Investments

IT Audit Senior Analyst

<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 $110,000-$185,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Director, Product Manager - Stock Plan Brokerage Integration

<h3>Job Description:</h3>Do you want to join a team committed to developing and delivering an industry leading Data Risk Program which will address data risks associated with maintaining, protecting, provisioning, and governing Fidelity data assets. Corporate Risk is seeking a passionate and hardworking professional to join the team! You will provide subject matter expertise, and partner with the business unit risk groups to develop and administer a firm-wide Data Risk Program. You will personify the Fidelity Leadership Principle 'Thinks and Works across Fidelity' by collaborating with multiple stakeholders within different business units, risk, compliance and data/technology groups in order to identify and mitigate data risk while protecting the Fidelity brand/data assets.The Data Risk Management DirectorWe are in the early stages of a journey to develop a Fidelity enterprise-wide Data Risk Program ensuring Fidelity is developing an industry leading Data Risk Program. This position is accountable for maintaining relationships with business partners across the enterprise, providing data risk subject matter expertise and leading the timely execution of the second line Data Risk Program.The Expertise You Have<ul><li>Risk and/or compliance experience for large financial organizations</li><li>Bachelors’ Degree or equivalent along with 8 - 13 years of data risk and/or data management experience</li><li>Experience/Familiarity with data risk and data management topics (data governance, data protection, data quality, data ethics, data regulations, etc.) ideally in a financial services organization</li><li>Experience with reporting tools is a plus (Power BI, Tableau etc.) </li><li>Strong problem solving, analytical, and project/program management skills</li><li>People management / strong interpersonal skills</li><li>Demonstrated ability to spearhead working groups and maintain collaborative, working relationships with business partners at all levels of the organization</li><li>Thrive in a dynamic organization where priorities shift to adapt to business needs / risks</li></ul>The Skills You Bring<ul><li>You are accountable for delivering high quality results in an accurate and timely manner</li><li>Ability to translate complex technical data risk/data management concepts into simple and clear messages that resonate with different business partners and drive behavioral change</li><li>Strong understanding of risk frameworks, control environments and regulatory requirements</li><li>Robust presentation skills and ability to socialize with Senior Leaders</li><li>You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of data risk management processes</li><li>You have excellent verbal and communication skills, with the ability to tailor the tone, style, and format to suit different purposes and audiences</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $110,000-$185,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Data Risk Management - Director

<h3>Job Description:</h3>Senior Associate – Global Financial Controls Center of Excellence The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates the design and operating effectiveness of key financial controls through integrated reviews of key business units including Workplace Investing, Fidelity Wealth, Fidelity Brokerage, Fidelity Institutional, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Investments Life Insurance, international sites (India &amp; Ireland) and advisory reviews over strategic initiatives.The Senior Associate role will deliver significant value to the business by assessing relevant risks and key controls supporting the firm’s financial processes and systems through integrated audits. This role will partner with Business Unit Controllers, other risk groups, process, and control owners as well as GFC associates. This role will provide excellent opportunities to learn about Fidelity’s many business units, key financial processes, and systems. This role will report to a Senior Manager or a Director within the GFC function.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)</li><li>3-6 plus years of relevant progressive experience with supporting integrated financial audits</li><li>Professional certification CPA and/or CISA highly desired. Other relevant certifications CISSP and CIA</li><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</li><li>Direct experience with general accounting concepts including financial statement risks, and controls</li><li>Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Strong learning agility to quickly understand and connect key concepts</li><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</li><li>Financial services industry experience desirable</li></ul>The Value You Deliver<ul><li>Actively participate as a key member of GFC engagement teams in the execution of integrated reviews</li><li>Support creation of high quality workstream deliverables (e.g., process flows, RCMs, workpaper documentation)</li><li>Discuss findings and improvement opportunities noted with the GFC workstream teams and client contacts</li><li>Effectively manage assigned deliverables in a timely manner and holds self-accountable</li><li>Assess the design and operating effectiveness of key ITACs, manual controls and key reports (IPEs)</li><li>Lead or participate in process walkthroughs with process and control owners</li><li>Cultivate productive relationships with GFC team members and internal business partners</li><li>Support special projects and help co-lead internal training initiatives as appropriate</li><li>High level of professionalism, sense of urgency, and self-motivation</li></ul>The base salary range for this position is $67,000-$105,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Associate, Global Financial Controls - CoE

<h3>Job Description:</h3>Supports initiatives that will have a direct impact on the day-to-day operations of the Enterprise Business Resiliency (EBR), Business Continuity, Resiliency Intelligence Innovation and Vendor Resiliency Communities. Work in a dynamic and fast-paced environment, interacting directly with business leaders and cross-functional partners to ensure comprehensive risk management throughout Fidelity Financial Services.The TeamThe Business Continuity Team sits within the Fidelity Resilience, Intelligence and Security Operations organization. We are a dedicated team of risk professionals who provide the strategic development and execution of a business resiliency program, with oversight of operational, technology, and vendor risks that enables our company’s business operations to continue following any disruption.The Expertise and Skills You Bring<ul><li>BA/BS Degree in Business, Information Technology, or equivalent experience.</li><li>Minimum 5 years’ experience in business continuity, disaster recovery or other risk management field.</li><li>Disaster Recovery Institute International certification (ABCP/CBCP) preferred or must acquire certification within 12 months of hire.</li><li>Previous experience working in the Financial Services Industry; Financial Operations, Operational Risk or Information Technology preferred.</li><li>Builds strong and inclusive working relationships, in-person and virtually, through collaboration with business partners and colleagues.</li><li>Critical thinker who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change.</li><li>Ability to innovate and complete initiatives independently and prioritize based on shifting risk factors and business priorities.</li><li>Experience with building Power BI or other visual dashboards preferred.</li><li>Intermediate experience with Microsoft Office products; Excel, Outlook, PowerPoint, Word, etc.</li></ul>The Value You Deliver<ul><li>Complete risk assessments (operational, technology and vendor), leverage data to identify risks, provide guidance, and perform testing activities on an ongoing basis.</li><li>Advancing our data analytics strategies through the use of digital technologies.</li><li>Participating in the incident response program and recovery activities for business operations, technology or vendor disruptions (on call rotation/including off hours).</li><li>Exhibits executive presence. Communicates clearly, concisely and impactfully in order to influence others; tailoring messaging to audience.</li><li>Conducting reviews of third-party business continuity plans, identifying potential threats and vulnerabilities, and collaborating with colleagues to determine solutions for short-term and long-term vendor outages.</li><li>Solving complicated problems, demonstrating confidence with unanticipated situations, and the ability to help find innovative ways to mitigate risk using advanced analytical and critical thinking skills.</li><li>Encouraging a supportive environment for employees to learn and grow.</li><li>All individuals are expected to cross train and understand the different facets of EBR-Business Continuity and potentially rotate through each program.</li><li>Leading cross-functional teams and effectively managing multiple projects simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>RiskMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Sr. Manager, Business Continuity

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

Fidelity TalentSource

Financial Services Associate

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Westlake site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Customer Associate - Bilingual- Westlake

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Customer Associate - Westlake

<h3>Job Description:</h3>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery, and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise, and accuracy.<h3>The Skills and Expertise You Have </h3><ul><li>Bachelor's Degree in Mathematics, Economics, Business, or another quantitatively rigorous subject preferred</li><li>6+ years of experience in 401(k), 403(b) industry or benefits consulting</li><li>QKA, QKC or CEBS exams (a plus)</li><li>Superior teamwork skills</li><li>Strong critical thinking and problem-solving skills</li><li>Strong oral and written communication skills</li><li>Strong aptitude to balance and prioritize multiple projects in a fast-paced work environment</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Experience in managing enhanced client relationships</li><li>Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations</li><li>Knowledge in qualified and non-qualified defined contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features</li><li>Ability to read and interpret plan documents</li><li>Experience and/or strong understanding in determining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans</li><li>General understanding of FICA requirements (a plus)</li><li>Experience in conducting compliance reviews, plan termination and/or fiduciary trainings (a plus)</li><li>Experience with VCP/VFCP, 5500 and 5330 filings (a plus)</li></ul><h3>The Value You Deliver </h3><ul><li>Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs.</li><li>Managing and reviewing projects including defined contribution calculation, enhanced plan administration support, mergers &amp; acquisitions, compliance, plan amendments and plan designs.</li><li>Mentoring and training associate consultants and analysts to ensure continued development of the staff.</li><li>Preparing and delivering reports and client presentations</li><li>Creating project plans, managing / monitoring budgets, and setting internal and client team expectations</li><li>Preparing responses to RFPs and RFIs for new prospects and participating in new business meetings with prospects (a plus)</li><li>Supporting thought leadership and initiatives across the retirement practice</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.The base salary range for this position is $89,000-$150,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Consultant, Defined Contribution

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.What to expect…As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you<ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul>Advantages of Fidelity’s LAP journey…You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!You get exposure. Understand what our culture is like and the impact we have in our communities and regions.You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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