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<h3>Job Description:</h3><p><strong>Financial Consultant</strong> </p><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. </p><p><strong>The Purpose of Your Role</strong> </p><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. </p><p><strong>The Expertise We’re Looking For</strong> </p><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions </p></li></ul><ul><li><p>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire </p></li></ul><ul><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility </p></li></ul><ul><li><p>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one </p></li></ul><p><strong>The Skills You Bring</strong> </p><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions </p></li></ul><ul><li><p>Being coachable, collaborative, and curious are your "go to" attributes </p></li></ul><ul><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive </p></li></ul><ul><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations </p></li></ul><ul><li><p>Extensive knowledge of investment solutions </p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position </p><p><strong>Our Investments in You</strong> </p><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! </p><p><strong>The Value You Deliver</strong> </p><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals </p></li></ul><ul><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future </p></li></ul><ul><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills </p></li></ul><ul><li><p>You have a steadfast commitment to your clients while making a positive impact in the community </p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Financial Consultant - Lehigh Valley, PA

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Planning Consultant - Charlotte, NC

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Charleston, SC

<h3>Job Description:</h3><h3>Vice President, Branch Leader</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.<br> </p><p>The <strong>Expertise</strong> We’re Looking For<br> </p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><h3>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.<br> </h3><h3>The Skills You Bring<br> </h3><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity<br> </li></ul><h3>The Value You Deliver<br> </h3><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.<br> </p><h3>How Your Work Impacts the Organization<br> </h3><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<br> </p><h3>Company Overview<br> </h3><p>Our mission at Fidelity is to make 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 <strong>FidelityCareers.com</strong></p><p>Fidelity Investments is an equal opportunity employer.</p>The base salary range for this position is $115,000 - $170,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - Berkeley, CA

<h3>Job Description:</h3><p>As Director coordinating Critical Incident Response, you will play a pivotal role in advancing the firm’s enterprise-wide crisis management program within the Corporate Risk organization. Reporting to the Vice President of Critical Events and Crisis Management, your role involves crafting and improving program capabilities. You will develop and maintain critical documentation. You will lead exercises and work with senior leadership and key partner teams across the organization, including Communications, Human Resources, Legal, Technology, and Global Security.</p><h3><strong>The Role</strong></h3><ul><li>Drive the development and execution of the organization’s critical event management strategy in alignment with enterprise resiliency objectives.</li><li>Create, update, and maintain crisis management playbooks for scenarios impacting infrastructure, technology, and reputation.</li><li>Design and facilitate tabletop exercises across diverse scenarios.</li><li>Convene and support the Executive Crisis Management Team, ensuring preparedness and alignment on response strategies.</li><li>Build and preserve an accessible library of crisis management policies, standards, and guidelines.</li><li>Partner closely with Communications, HR, Legal, Global Security, and Technology to ensure integrated and effective response capabilities.</li></ul><h3><strong>The</strong> <strong>Expertise</strong> <strong>and</strong> <strong>Skills</strong> <strong>You</strong> <strong>Bring</strong></h3><ul><li>10-15 years of experience in financial services or other large corporations with a focus on crisis management and/or business resiliency.</li><li>Strong understanding of disaster recovery and business continuity frameworks and guidelines.</li><li>Proven track record to engage and influence partners across all levels of the organization, particularly senior leaders, to solve complex and cross functional challenges.</li><li>Strong communication, problem solving, critical thinking and analytical skills, with a record of driving actionable outcomes.</li><li>Experience in emergency response and handling critical situations.</li><li>Professional certifications such as DRI (CBCP), or BCM (DRCP, DRCS) certifications (helpful but not required).</li><li>Bachelor’s degree and/or master’s degree or equivalent experience.</li></ul><h3><strong>The</strong> <strong>Team</strong></h3><p>The Crisis Management and Critical Events team belongs to the enterprise risk management group. Our group of dedicated professionals is responsible for developing and accomplishing the company’s resiliency strategy, ensuring continuity of operations during disruptions.</p><h3><strong>Company Overview</strong></h3><p>At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Director, Critical Events Management

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As Fidelity Investments' Director for Health and Welfare Growth Enablement, you will build and enhance our diverse benefits administration engagement and communication offerings. This pivotal role drives our Health and Welfare Benefit Administration business growth, being part of a team to implement go-to-market strategies and support clients in solution implementation.</p><p><strong>Key Responsibilities</strong></p><p><strong>Go To Market Responsibilities</strong></p><ul><li>Guide product exploration through user research, competitive analysis, industry trends, customer and internal stakeholder input, and internal specialists to establish a vision and uphold a customer-centric product strategy.</li><li>Lead the development of coordinated go-to-market strategies, covering customer targeting and fit, packaging and pricing, and channel distribution options.</li><li>Collaborate with the marketing team to build compelling product positioning and messaging that effectively communicates value to target audiences.</li><li>Serve as the product area specialist, aiding all business collaborators throughout the enterprise, such as marketing, relationship management, sales, communication consultants, and workplace consulting.</li><li>Guarantee product preparedness and promote internal training throughout the organization, encompassing a cross-functional, organization-wide endorsed service structure, RFI/RFP materials and positioning, sales, and client team preparedness. Create and maintain centralized communications and collateral.</li><li>Collaborate with deployment team to ensure a seamless and bundled deployment approach, considering launch timeframes, opportunities for coordination with other products, and simplicity for the field.</li><li>Support sales, implementation and client facing teams to drive adoption and client happiness with the product.</li><li>Define and track measures of efficiency and key performance metrics, including adoption, use, engagement, efficiency, client retention, and happiness. Leverage data to drive continuous improvement.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required.</li><li>7+ years of experience in go-to-market planning, marketing and product positioning &amp; messaging, product development, and/or benefits communications consulting.</li><li>5+ years in the financial services or third-party benefit administration industry or employer servicing experience, with health-related benefits and administration being a plus.</li><li>Understand employer-provided benefits like medical, dental, vision, retirement, HSA/FSA, and voluntary benefits.</li><li>Comfortable navigating complex organizations and interacting with cross-functional teams spanning multiple business units.</li><li>Demonstrates strong strategic competence with a customer-centric viewpoint.</li><li>Clear communication skills, comfortable engaging with all levels of management, clients, and external audiences.</li><li>Ability to lead, influence, and motivate colleagues and peers without formal authority.</li><li>Intellectually curious and capable of modeling a culture of learning and mentoring.</li><li>Strategic and long-term problem solver without compromising speed for perfection.</li><li>Ability to prioritize multiple tasks, meet deadlines, and deliver business results.</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>Fidelity Health focuses on offering products and services to assist customers with health care benefits.</p><p>We are in need of candidates with various skills, unwavering curiosity, a proactive approach, and the dedication to bring new digital experiences to fruition.</p><h3>Certifications:</h3><h3>Category:</h3>Sales Support<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Health and Welfare Growth Enablement

<h3>Job Description:</h3><p>The FFIO Risk Team within the Fidelity Risk group is looking for a passionate, hard-working team member to help support the business in identifying, monitoring and mitigating risks in order protect the interests of the firm and our customers. The Risk Manager is responsible for protecting Fidelity’s customers and deepening their trust in Fidelity by partnering with the business to identify risks and develop innovative solutions to enhance controls, while fostering a strong risk mindset within the business. To execute on this goal, the team is responsible for identifying, assessing, and reporting on significant risks and helping management improve the control environment. </p><p><strong>The Businesses We Support</strong></p><p>Our team provides Business Unit Risk support within Fidelity Fund and Investment Operations (FFIO), including, Global Product Solutions, Consolidated Data Services, and Alternative Accounting groups.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>Bachelors’ Degree required</p></li><li><p>5+ years’ industry experience, including Audit or other Risk Management activities</p></li><li><p>Other applicable experience (e.g., data governance, accounting, mutual fund operations, etc.) helpful but not required</p></li><li><p>Demonstrated leadership or project management experience</p></li></ul><p><strong>The Skills You Bring </strong></p><ul><li><p>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </p></li><li><p>Understands, supports and can articulate the vision, mission and strategy of Risk</p></li><li><p>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</p></li><li><p>Well versed in data analytics capabilities and tools (e.g., Excel, Tableau, Power BI); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</p></li><li><p>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</p></li><li><p>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</p></li><li><p>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</p></li><li><p>Adaptable to new information, changing business priorities, input from others, and lessons learned</p></li></ul><p><strong>The Value You Deliver </strong></p><p>The candidate’s primary responsibility will be providing business unit risk support, including:</p><ul><li><p>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</p></li><li><p>Continuously analyzing and assess the risk profile of the business</p></li><li><p>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</p></li><li><p>Collaborating across our Risk team and other business support partners to optimize the Risk Management support provided to the business and advance the effectiveness of our program</p></li></ul><p>The candidate’s additional responsibilities in support of FFIO key initiatives that impact multiple business areas may include:</p><ul><li><p>Coordinating engagement lifecycle activities for key initiatives, assisting with weekly huddles across risk verticals, tracking initiative schedules, and maintaining initiative inventory to ensure readiness assessments identify key risks and impacted service lines before production</p></li><li><p>Driving consistent execution by maintaining engagement templates and tools, ensuring timeliness with workpapers, process diagrams, and risk &amp; control matrices to enable timely risk identification and escalations</p></li><li><p>Supporting risk leads in reporting and documentation, including readiness checklists, Archer logging, and providing updates to Risk SLT and vertical teams to maintain alignment and transparency</p></li></ul><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p>Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Risk Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Make a difference in client success as a strategic IPO Consultant, guiding companies through late-stage readiness and private-to-public transitions. As a Vice President, IPO Consultant within Stock Plan Services (SPS), you will lead high-impact engagements with late-stage private companies preparing to go public. You will combine deep equity compensation expertise with IPO advisory and transition service model design to shape strategy, educate clients, and coordinate Fidelity’s cross-functional support.</p><p><strong>The Team</strong></p><p>You will operate as a senior member of the SPS Plan Services Consulting team, partnering closely with Managing Directors/Client Managers, Client Service Managers, Implementation Managers, Operational Consultants, Communications, Fidelity Stock Transfer, Executive Services, Wealth &amp; Brokerage, and Fidelity Private Shares. You will be the face of Fidelity’s IPO readiness offering, driving strategic conversations and ensuring clients are set up for long-term success post-IPO.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>15+ years of experience in equity compensation, IPO advisory, or relevant legal experience.</li><li>Series 7/63 licenses required (or obtained within first 120 days).</li><li>Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications.</li><li>Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing)</li><li>Bachelor’s degree required; CEP designation preferred.</li><li>Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management.</li><li>Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite.</li><li>Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth &amp; Brokerage, Communications, Implementation, and Fidelity Private Shares.</li><li>Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design.</li><li>Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities.</li><li>Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness.</li><li>Thought leadership to elevate Fidelity’s brand through webinars, whitepapers, and industry events.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions.</li><li>Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution.</li><li>Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions.</li><li>Elevate Fidelity’s brand as IPO-proficient through thought leadership and market engagement.</li><li>Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable)</li><li>Support implementation teams during private-to-public transitions</li></ul><p><em>Note: Fidelity is not providing immigration sponsorship for this position.</em></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Business Strategy<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, IPO Consultant - Stock Plan Services

<h3>Job Description:</h3><p>Over the past five years, Fidelity has made a significant investment in developing Alternative Products, with a strong focus on launching new offerings across private equity, private credit, hedge funds, real assets, and emerging digital assets. Fidelity Fund and Investment Operations (FFIO) is responsible for providing operational support for these Funds, including Fund Accounting, Shareholder Reporting, Data Governance, and Cash and Position Reconciliation. In addition, FFIO is accountable for meeting fund regulatory and audit obligations (e.g., Sarbanes-Oxley 404 and SOC 1 reporting).</p><p><strong>The Businesses We Support</strong></p><p>This role will primarily support the Global Product Solutions (GPS) team within FFIO. GPS is responsible for managing fund events on behalf of Advisors and distribution channels and supporting core, alternative and digital asset product implementations.</p><p> <strong>The Expertise You Have </strong></p><ul><li>Bachelors’ Degree required</li><li>5+ years’ industry experience, including Audit or other Risk Management activities</li><li>Manage multiple projects simultaneously, with strong skills in planning, scheduling, resource allocation, and risk mitigation to ensure successful delivery</li><li>Understanding of Alternative Investment Products, including partnerships, crypto, direct lending, interval and evergreen funds, etc. </li><li>Fundamental knowledge of alternative product requirements and complexities</li><li>Fund accounting and operations knowledge, specifically related to alternative investments</li><li>Demonstrated leadership or project management experience </li><li>Excellent verbal and written communication skills with the ability to articulate complex problems </li></ul><p><strong>The Skills You Bring </strong></p><ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Support cross-functional projects from initiation to completion, ensuring alignment with business objectives, timely delivery, and adherence to quality standards</li><li>Thinks strategically and 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>Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Tableau); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</li><li>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </li></ul><p><strong>The Value You Deliver </strong></p><p>The candidate’s primary responsibility will be providing business unit risk support, including:</p><ul><li>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</li><li>Continuously analyzing and assessing the risk profile of the business</li><li>Collaborating across our Risk team and the Legal, Risk and Compliance group to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul><p><strong>Company Overview </strong></p><p>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. We are proud of our <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value</strong> our associates for their unique perspectives and experiences. For information about working at Fidelity, visit <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">Fidelitycareers.com</a></p><p><em>Fidelity Investments is an equal opportunity employer.</em></p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

<h3>Job Description:</h3><p><strong>Fidelity Global Security Operations Center (GSOC) – Lead Specialist </strong></p><p><strong>The Role</strong></p><p>The GSOC Lead Specialist is responsible for providing support in security/fire/life safety alarm monitoring; Threat Assessment and intelligence gathering, video monitoring, incident management, travel safety and dispatching Fidelity security or public safety personnel to corporate locations.</p><p>Responsibilities:</p><p>· As a senior member of the operations center team, the Lead Specialist will be responsible for assisting management in coordinating Fidelity’s security response to incidents that occur at or near corporate locations/events by using appropriate communication methods. Responses may be to medical emergencies, criminal activity, fire, duress alarms. Lead Analysts will liaison with law enforcement, fire, or other public safety organizations related to emergencies on or near corporate locations.</p><p>· Review, analyze and disseminate open-source and subscription-based intelligence to help mitigate and report global threats to corporate locations, associates, and stakeholders.</p><p>· Document, assess, and report on instances of possible threats in the workplace. Coordinate with management regarding escalated cases.</p><p>· Support the Travel Security program through monitoring of associate travel and analyze events of concern or elevated risk. Act as primary contact for travel security incident management.</p><p>· Report out of the ordinary or abnormal conditions to the corporation’s security personnel, management, associates, contractors, and facilities organization.</p><p>· Receive, evaluating, and disseminating information and reports from internal business groups and local agencies.</p><p>· Develop concise, fact-based incident reports for distribution to various Fidelity stakeholders.</p><p>· Coordinate service requests for afterhours access to Fidelity offices.</p><p>· Play an integral role in helping to develop new security, incident management, and intelligence gathering processes.</p><p>· Refine existing GSOC response and escalation procedures.</p><p>· Responsible to lead the on-duty shift when delegated by management.</p><p>· Support and mentor junior personnel to enhance proficiency with GSOC technology resources, processes, and procedures.</p><p>The Expertise and Skills You Bring</p><p>· 3+ years of full-time experience in a security function, preferably in an operations or control center assignment.</p><p>· Previous life safety or incident management training preferred.</p><p>· Bachelor’s Degree preferred.</p><p>· Computer proficiency with Microsoft Office suite of products.</p><p>· Demonstrated experience in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology.</p><p>· Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays).</p><p>· Experience collecting, analyzing, and disseminating open source or subscription-based intelligence.</p><p>· Providing excellent customer service in a high call volume environment</p><p>· Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision.</p><p>· Must be able to communicate effectively with all levels of the corporation.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Security<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

852 Project Management / Professional Services Full Time Jobs