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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions?</p><p>We are seeking someone who enjoys working with internal and external teams to deliver outstanding Debit Card products and services! The Consultant/Director will focus in the Personal Cards Product Area within the Debit Card Squad, part of the Business Enablement Chapter. Responsibilities of the job will include the following:</p><ul><li>Work on key initiatives related to insourcing Debit Card processing, modernize the end-to-end experience including paper/letter elimination, and innovate new mobile experiences related to the debit card offering.</li><li>Participate in and/or lead defining requirements, understand business &amp; technology needs, and write Agile stories to help advance the infrastructure and assist with system &amp; process improvements.</li><li>Implement, measure and apply metrics &amp; data to aid in identifying enhancement and improvement opportunities,</li><li>Participate in the prioritization of the squad work (in partnership with Squad Leader and Scrum Master) to deliver value based on an understanding of business and system needs,</li><li>Help to conduct key research and analysis to prioritize squad work including competitor analysis and with a strategic approach to demonstrate continued innovation,</li><li>Participate in and leading readiness and rollout activities related to production releases.</li><li>Perform business testing focused on new functionality, operational processes, and end user experience.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s Degree required with 6-10 years of work experience focused in financial services, debit cards, cash management and/or credit cards.</li><li>Strategy and execution skills to run impactful programs aligned to strategic plans &amp; objectives.</li><li>Strong presentation and persuasion skills to achieve consensus with multiple audiences.</li><li>Listening skills to integrate differing perspectives and achieve better outcomes.</li><li>Strong analytical and interpersonal skills</li><li>Think and work across Fidelity with a client- obsessed approach</li><li>Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendors that issue and provide front line customer service</li><li>Possess an agile mentality; also familiarity with Agile process &amp; tools including possessing good story-writing skills is preferred.</li><li>Experience in, customer facing digital experience platform transformation is preferred.</li></ul><h3><strong>The Team</strong></h3><p>Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Consultant or Director, Debit Card Business Enablement

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As the Stock Plan Services (SPS) Product Manager, also known as the Squad Leader, you blend Stock Plan expertise with a passion for delivering results. 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.</p><p>You possess a customer-first mindset, an ability to develop data pipelines that can be used to track, analyze, and improve our digital products and develop insights that will define the product vision from inception to launch. This is a customer-centric role, working to translate the needs of users into digital business opportunities.</p><p>This role will focus on:</p><ul><li><p>Driving strategic alignment across Stock Plan participant marketing, participant digital, wealth &amp; brokerage for customer engagement</p></li><li><p>AI Personalization Integration to personalize content, product recommendations, messaging &amp; user journeys based on customer behavior, preferences, and predictive analytics</p></li><li><p>Analyzing customer data from various digital touchpoints to creation actionable insights that inform personalization strategies</p></li><li><p>A/B testing &amp; optimization to improve the effectiveness of personalization &amp; digital experiences</p></li></ul><p>Responsibilities:</p><ul><li><p>Defining, refining, and communicating the your team's mission to squad members and business partners to empower and rally support</p></li><li><p>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</p></li><li><p>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</p></li><li><p>Inspecting and evaluating progress, and removing impediments for your squad</p></li><li><p>Defining, presenting, and evaluating results against agreed acceptance criteria</p></li><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>8-10 years of related product management experience, systems development, product development, and/or project/product management</p></li><li><p>Knowledge of brokerage &amp; institutional technology preferred</p></li><li><p>Bachelor’s degree preferred</p></li><li><p>Financial services experience preferred</p></li><li><p>Agile experience preferred</p></li><li><p>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to enhance value delivered</p></li><li><p>Strong analytical skills with experience defining metrics for your product areas, running A/B tests at scale and dissecting test performance to inform product decisions and roadmap</p></li><li><p>Understanding of machine learning concepts and AI technologies, as well as experience in product discovery and feature development for personalized consumer experiences</p></li><li><p>You have a continuous improvement approach and possess excellent analytical, organizational, and communication skills</p></li><li><p>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</p></li><li><p>Experience inspiring and mobilizing all levels of the organization with your product vision, data-centric thinking, and customer/developer passion</p></li><li><p>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</p></li><li><p>You are intellectually curious and model a culture of learning and coaching</p></li></ul><p><strong>The Team</strong></p><p>Stock Plan Services provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Product Manager, Stock Plan Employee Digital

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? 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 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. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li>BA/BS in Accounting, Finance, or related field of study. </li><li>Professional certifications (e.g., CPA, CIA, CAMS, CFE) and/or registration/licensing preferred. </li><li>3-5 years of external and internal audit or related experience, preferably in financial services. </li><li>Relevant experience covering financial crimes (BSA/AML, OFAC, Anti-Bribery and Corruption).</li><li>Developing knowledge of audit practices, tools, techniques, concepts, and trends </li><li>Team player who takes initiative and works constructively with others to achieve team goals. </li><li>Ability to work on multiple tasks and manage priorities and workload. </li><li>Strong problem solving and analytical skills. </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>Knowledge of the brokerage business including retail and/or institutional client product offerings and services and industry regulations preferred. </li></ul><p><strong>The Team</strong> </p><p> The Audit Senior Analyst will be responsible for performing business and/or integrated audits in support of Fidelity’s businesses, such as Financial Crimes Compliance. 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: </p><ul><li>Works with business and technology management to build an understanding of complex functions. </li><li>Workflows end-to-end business processes and supporting technologies, 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>Evaluate the adequacy and effectiveness of financial crimes compliance programs (AML, OFAC, fraud, anti-corruption) at the enterprise level and across lines of business.</li><li>Applies strategic and data analytics concepts, principles, and techniques to identify control deficiencies more efficiently and effectively. </li><li>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>Builds deep working relationships with audit teams and clients. </li></ul>The base salary range for this position is $64,000-$121,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

Audit Senior Analyst

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:</strong></p><p>San Antonio</p><p>As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p><strong>The <strong>Team</strong></strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p><strong>The <strong>Expertise</strong> You Have</strong></p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

High Net Worth Service Associate - San Antonio, TX Area

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>We are looking to hire a Senior Analyst for our Corporate Audit Innovation team. As an innovation practitioner, you will deliver automation capabilities that generate efficiency and enhance the assurance provided by Corporate Audit.</p><p>You are an automation and data science practitioner with background in applying innovative techniques to the audit process. Your role as an experienced member of the Innovation team within Corporate Audit supports the development of strong organization wide digital auditing capabilities that require knowledge of front-end web development.</p><h3><strong>How Your Work Impacts the Organization</strong></h3><p>Our mission in Fidelity Corporate Audit is to drive positive change and protect the firm and its customers by providing risk-based and objective assurance, advice and insights.On the Audit Innovation team, we accomplish this through:</p><ul><li><p>Developing automated web-based technology solutions that help in assessing the adequacy and effectiveness of controls, risk management, compliance and governance processes</p></li><li><p>Actionable reporting and operational insights on issues and resolution plans that improve Fidelity’s control environment</p></li><li><p>Developing continuous risk assessment and anomaly detection capabilities through use of sophisticated data analytics and data mining techniques</p></li><li><p>-Leading the charge in use of ML/AI, and Gen AI capabilities as enablers to re-imagine how we conduct assurance activities in the firm.</p></li></ul><p>The goal of Innovation Team is to develop automation capabilities that result in a data intelligent organization and improve the audit life cycle by providing operational insights. We need a team member who enjoys collaboration, is always looking for a new challenge that helps them grow as a professional!</p><p>Candidates should demonstrate hands-on technology skills and may be required to share access to GitHub code repositories or complete case studies to assess technical prowess. </p><p>The <strong>Expertise </strong>You Have</p><ul><li><p>1 - 4 years demonstrated ability in developing Automation or Data Science capabilities in a risk and controls environment, preferably within financial services.</p></li><li><p>Expertise and development experience with at least three of the following:</p><ul><li><p>Python</p></li><li><p>Front-end Development Skills</p><ul><li><p>JavaScript / Typescript (and related frontend UI frameworks)</p></li><li><p>React / NextJS</p></li><li><p>HTML/CSS</p></li></ul></li><li><p>Relational Databases, NoSQL Databases (including graph databases)</p></li><li><p>ML/AI algorithms</p></li><li><p>UI/UX design experience</p></li><li><p>Elementary understanding of Cloud, Docker</p></li><li><p>DevOps tools (JenkinsCore, Terraform, Kubernetes etc.)</p></li><li><p>Understanding of REST API</p></li></ul></li><li><p>BS/MS in Computational Sciences, Data Science, Math, Engineering, Cybersecurity, or related field of study.</p></li><li><p>Professional audit or information security experience and / or certifications preferred (CIA, CISA, CISSP, etc.).</p></li><li><p>Cloud computing (AWS or Azure) related professional-level certifications preferred.</p></li><li><p>Financial Services industry experience preferred.</p></li><li><p>Strong oral and written communication and ability to articulate audit and automation goals and value to stakeholders.</p></li><li><p>Experience working with and understanding the needs of clients</p></li><li><p>Analytical skills and experience evaluating risk and making decisions based on hard/soft data</p></li><li><p>Ability to quickly learn new subject matter in various business/technical areas, develop others, and have fun doing all of this!</p></li></ul><h3>The <strong>Skills</strong> You Bring</h3><ul><li><p>Technology solutions development as it relates to improvement and automation of risk and control processes and sub-processes.</p></li><li><p>Working on project and / or initiatives, individual contributor or with other data scientists, automation software engineers, providing technical expertise by tapping into current or past hands-on development experience</p></li><li><p>Knowledge of financial services industry including retail (e.g., managed accounts, self-directed brokerage), and institutional client product offerings and services (e.g. custody and clearing, capital markets), and industry regulations and requirements preferred.</p></li><li><p> Collaboration skills and a fact-based, data driven approach to understanding risks to our business.</p></li></ul><h3>The <strong>Value</strong> You Deliver</h3><p>Deliver on the Innovation Strategy</p><ul><li><p>Complete the project and initiatives for your team and develop digital auditing solutions</p></li><li><p>Sharing information about the innovation squad’s output and priorities with other squad members</p></li></ul><p>Support your team to achieve goals for each sprint</p><ul><li><p>Implement audit automation work through a well-organized backlog and clearly communicating the highest value work</p></li><li><p>Delivering work product according to the acceptance criteria for audit automation and assurance enhancing capabilities</p></li></ul><p>Support and enabling your squad to deliver high quality audit innovation work product</p><ul><li><p>Regularly engaging with the team members to offer updates, and provide feedback on work-in-progress, clarify requirements and answer business and technology questions</p></li><li><p>Removing roadblocks or impediments that prevent the squad from progressing on its work</p></li></ul>The base salary range for this position is $64,000-$121,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Analyst, Audit Innovation

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites</strong></p><p><strong>Austin Downtown, Austin Domain</strong></p><p>As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p>The <strong>Team</strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p>The <strong>Expertise</strong> You Have</p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p>The <strong>Skills</strong> You Bring</p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li><li><p>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</p></li><li><p>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</p></li><li><p>Collaborate with internal business partners to research and resolve complex client requests</p></li><li><p>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

High Net Worth - Greater Austin, TX Area

<h3>Job Description:</h3><p><strong><strong>The Role</strong></strong></p><p>Do you excel at helping clients to solve challenging issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective data quality solutions regarding their benefit programs.</p><p><strong><strong>The Expertise and Skills You Bring</strong></strong></p><ul><li><p>Bachelor’s degree minimum, MBA degree a plus</p></li><li><p>5-8 years in project management, consulting, total benefits outsourcing administration and/or new business implementation</p></li><li><p>Defined Benefit implementation experience strongly preferred</p></li><li><p>You understand defined benefit plans</p></li><li><p>You have demonstrated experience in recommending administrative, benefits process and/or designs that align to outsourcing product/services solutions</p></li><li><p>You have exceptional project management skills</p></li><li><p>You have a proven ability to manage a variety of sized, client facing program/project teams to successful completion</p></li><li><p>You excel at navigating and managing client and/or vendor relationships successfully.</p></li><li><p>Preparing project material including execution of analytical efforts to support key points and delivery (i.e., actively lead client meetings)</p></li><li><p>Proactively monitoring progress of projects, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project</p></li><li><p>Identifying, validating, and recommending changes to process designs (client, vendor, internal) that improve data quality current state and ongoing maintenance</p></li><li><p>Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected</p></li><li><p>Building and maintaining successful relationships with clients, vendors, internal partners.</p></li></ul><p><strong><strong>The Team</strong></strong></p><p>The Fidelity Workplace Consulting Group is composed of over 300 professionals who advise clients on the management of their domestic benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.</p><p>Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle. Consultants perform the role of project manager managing a team of resources to deliver the timely and accurate completion of these efforts that achieve margin goals.</p>The base salary range for this position is $71,000-$120,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service

Data Consultant, Defined Benefit Project Manager - Fidelity Workplace Consulting

<h3>Job Description:</h3><p>Do you genuinely enjoy making a difference in the lives of others? If you answered “<strong>yes</strong>” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake site.</p><p>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. ​</p><p><strong>What to expect…</strong></p><p>As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.</p><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><p><strong>The Skills You Bring</strong></p><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><p><strong>The Value You Deliver</strong></p><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><p><strong>Our Investments in You</strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click to learn more about <a href="https://youtu.be/-i_EHywUnjw" target="_blank">Training Opportunities at Fidelity (opens in a new tab)</a> and how we support our associates</li></ul><p><strong>Shifts and Hours:</strong> 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</p><p><em>Fidelity Investments does not offer work visas for this role</em></p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Customer Associate - Westlake

<h3>Job Description:</h3><p>Searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!</p><h3><strong><strong>The Team</strong></strong></h3><p>The Fidelity Workplace Consulting Group is composed of over 400 professionals who advise clients on the management of their domestic benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.</p><h3><strong><strong>The Expertise You Have </strong></strong></h3><ul><li>A.S.A., E.A. or F.S.A., E.A. credentials</li><li>5-10+ years of experience in a pension and/or benefit consulting firm</li></ul><h3><strong><strong>The Skills You Bring </strong></strong></h3><ul><li>You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).</li><li>You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels</li><li>You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships</li><li>You have strong critical thinking and problem-solving skills</li><li>You are a leader with self-motivation and determination to succeed</li><li>You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment</li><li>You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality</li></ul><h3><strong><strong>The Value You Deliver </strong></strong></h3><ul><li>Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.</li><li>Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers &amp; acquisitions, compliance, plan amendments and plan designs.</li><li>Training associates and analysts to ensure continued development of the staff.</li><li>Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients.</li><li>Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed.</li><li>Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients</li></ul>The base salary range for this position is $85,000-$179,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting

Consultant, Actuary

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

165 Project Management / Professional Services Jobs in Texas