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<h3>Job Description:</h3>The RoleThe Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Senior Manager, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.Key responsibilities will include:<ul><li>Provide independent risk oversight and challenge to 1st line fraud and operational functions.</li><li>Develop and maintain fraud risk management policies and standards to define governance structure, roles and responsibilities, and control requirements.</li><li>Oversee fraud risk incident and issue management, ensuring timely escalation, root cause analysis, and end-to-end remediation.</li><li>Collaborate with stakeholders to define fraud risk metrics, key risk indicators (KRIs), and reporting frameworks that support risk appetite and tolerance management</li><li>Prepare and deliver executive-level materials for risk governance forums and committees, including fraud risk updates, emerging trends, and strategic recommendations</li><li>Drive fraud risk advisory support to key stakeholders in the development of new products, services, and key business projects, ensuring proactive risk identification and control design.</li><li>Lead independent risk assessments and control testing / validation to optimize control effectiveness and efficiency. Deliver assessment report to senior leadership, ensure appropriate issue classification, ownership, and remediation tracking</li></ul>The Expertise and Skills You BringKey experience and expertise factors:<ul><li>10+ years of risk management experience in roles such as Fraud Risk Management, Operational Risk Management, or Enterprise Risk Management at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies. Risk oversight experience preferred</li><li>Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.</li><li>Experiences in development of risk management policies, standards, and frameworks.</li><li>Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.</li><li>Project management skills preferred.</li><li>Excellent social skills including succinct written and verbal communication. Ability to deliver engaging and persuasive presentations and reporting.</li><li>Ability to build and maintain collaborative working relationships with partner teams.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Fidelity Investments

Director, Fraud Risk Oversight

<h3>Job Description:</h3>The Role We are looking for a Money Movement, Banking and Lending Product Area Leader, who will apply their expertise in running high-performing Product organizations in the design, development, and implementation of our money movement, banking and lending capabilities and solutions that will deliver outstanding customer value.You will build and advance the vision, strategy, and mission within the product domain, ensuring alignment with strategic and organizational goals. In an iterative environment, you will collaborate with Fidelity leaders to set strategic priorities based on customer needs and enable cross-functional squads to implement these priorities. You will support the teams in enhancing value through prioritization, creativity, innovation, collaboration, and decision-making. You will encourage strong product management skills along with tried iterative development and delivery. You will ensure a culture of accountability, innovation, and quality. Committed to continuous learning, you will bring the latest insights to empower your team.The Expertise and Skills You Bring <ul><li>Compassionate Leadership: Lead with insight, understanding the needs and concerns of your team members and collaborators. Balance insight with a strong focus on execution to achieve strategic goals.</li><li>Industry Experience: Strong industry experience related to building financial banking and lending solutions as well as multi-channel money movement capabilities across multiple channels and delivery schemas in the intermediary marketplace.</li><li>Product Development: proven experience in product development and management with a consistent track record of leading and implementing complex cross-organizational programs.</li><li>Financial Technology: Extensive experience in financial technology, particularly with large-scale and complex programs. Brokerage technology experience preferred.</li><li>Market Acumen: Consistent record to bring together customer and market trends and translate them into effective product strategies.</li><li>Analytical Skills: Strong analytical skills, both quantitative and qualitative, with the ability to transform insights into actionable strategies that drive measurable business impact. Experience leading financial aspects of product lines and using this data for decision-making.</li><li>Technology Stacks: Proficiency with multi-dimensional technology stacks and understanding full capability models, planning, and execution.</li><li>Product Delivery: Demonstrated success in delivering technology products and services that achieve strong market acceptance, including full development and go-to-market execution.</li><li>Agile Leadership: Agile leadership experience with a commitment to continuous improvement and fostering an agile work environment.</li><li>Communication Skills: Excellent communication, interpersonal, and relationship-building skills, enabling effective influence and engagement across all levels of the organization.</li><li>Data-Driven Decision-Making: A data-driven approach to decision-making, both in day-to-day leadership and strategic tradeoff analyses.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The Team The Money Movement, Banking and Lending Product Area has end to end accountability for all money movement and banking and lending experiences for Fidelity’s intermediary clients. The vision of the Product Area is to provide digital and intuitive industry-leading capabilities through a firm’s channel-of-choice. By prioritizing end-to end experiences you will deliver fully automated solutions across the IWMS lines of business. The team is committed to empowering investment professionals and their operational support teams with efficient, intuitive, and scalable workflows that drive growth and success. The Product Area is part of the Wealthscape Product and Technology Domain through Fidelity’s Fund and Brokerage Operations Technology (FBOT) organization and works closely with business, operations and technology centers of excellence business partners.Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in 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>.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 99 - FINRA<h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Product Area Leader, Money Movement, Banking and Lending

Astound is a leading provider of internet, WiFi, mobile, and TV services, dedicated to connecting communities and empowering lives through innovative technology. &nbsp;We also keep businesses connected with dependable fiber infrastructure and internet solutions backed by award-winning service, helping organizations thrive in an increasingly connected world.&nbsp;At the forefront of digital transformation, we continuously evolve our offerings to meet the dynamic needs of our customers—delivering reliable connectivity and groundbreaking digital experiences.&nbsp;Our commitment to excellence extends beyond infrastructure. We invest in our people through personalized training, coaching, and a supportive work environment that fosters growth and opportunity. Employees are empowered to represent a superior telecommunications company while making a meaningful impact in the communities we serve.&nbsp;We offer a robust benefits package that includes rewards, recognition programs, and employee discounts—ensuring our team members are supported in both their professional and personal journeys. At Astound, we believe in creating astounding possibilities for everyone, everywhere.Where You Will Work: Dallas, TXA Day in the Life of the Construction Coordinator:<ul><li>Performs pre-construction field inspection to ensure completion of make-ready and existing aerial facilities owned by various power, telephone and CATV companies.</li><li>Responsible for working with and managing contractors, preparing detailed work prints, writing Job Cost estimates, and creating a bill of materials (BOM) for aerial and underground projects.</li><li>Performs field review of upcoming projects to ensure accuracy and necessity of proposed field construction.</li><li>Performs field inspections against invoices to ensure accuracy, ensure Astound specifications are met, and material usage is correct.</li><li>Responsible for forecasting material needs and coordinating with Project Manager and Warehouse personnel.</li><li>Provides regular project status reports to the Project Manager and Community Liaison Manager.</li><li>Provides supervision and support to OSP Inspector.&nbsp;</li><li>Responsible for coordinating with others to ensure the completion of make-ready work of existing aerial facilities owned by various power, telephone, and CATV companies.&nbsp;</li><li>Responsible for the implementation of project contracts awarded by the Project Manager, preparing Notice to Proceed, and creating a bill of material for aerial and underground projects. Perform unit price negotiations with contractors when the scope of work is outside the standard price schedule.&nbsp;</li><li>Responsible for forecasting material needs and coordinating with a purchasing manager.</li><li>Provides weekly project status reports to the Director of Construction, Project Manager, and Community Liaison Manager.</li><li>Drives a company vehicle in the course and scope of performing duties.</li><li>Other duties as assigned.&nbsp;</li></ul>What You Bring to the Table:<ul><li>Education: High school diploma or equivalent;</li><li>Certification: &nbsp;Certification for operating a bucket truck or pole climbing is preferred;</li><li>Experience in word processing and Excel spreadsheets and Microsoft Money preferred;</li><li>Must have working knowledge and experience with aerial and underground CATV/telephone construction methods and procedures;</li><li>Must have experience with reading and interpreting construction prints;</li><li>Must have 3 -10 plus years experience building and maintaining communications networks and Familiarity with AutoCAD is a must;</li><li>Must possess project management skills, the ability to make decisions, work with a limited amount of supervision and be able to read and interpret construction prints;</li><li>Valid driver license and satisfactory driving record per Fleet policy.</li></ul>We're Proud to Offer a Comprehensive Benefits Package Including:<ul><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program</li></ul>*Benefits listed above are for regular full-time positionsOur Mission Statement:<ul><li>Take care of our customers</li><li>Take care of each other</li><li>Do what we say we are going to do</li><li>Have fun</li></ul>Diverse Workforce / EEO:Astound is proud to be an Equal Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are committed to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, gender, pregnancy, childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation, genetic information, military or veteran status, citizenship, or other status or characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.&nbsp;FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

Astound Broadband

Astound

Construction Coordinator

<h3>Job Description:</h3>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</li><li>Financial Services experience, we recommend five years</li><li>Degree and/or other professional certifications such as CFP are helpful</li></ul><h3>The Purpose of Your Role</h3>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.<h3>The Skills You Bring</h3><ul><li>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</li><li>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</li><li>Your subject matter expertise will be used to address unique and complex client service requests</li><li>Your appreciation for working in a dynamic and collaborative environment</li><li>Assurance that portfolios remain in accordance with compliance guidelines</li></ul><h3>The Value You Deliver</h3><ul><li>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</li><li>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</li><li>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</li><li>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</li><li>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</li><li>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</li></ul><h3>How Your Work Impacts the Organization</h3>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Wealth Management Planning Consultant - Southlake, TX

<h3>Job Description:</h3>Do you like solving puzzles and working in a team environment? Are you a diligent person interested in helping others make the most out of current technology? As a Platform Support Representative, you will have the opportunity to do this and more.The RoleAs a Platform Support Representative you will provide phone support for our Institutional clients, including Registered Investment Advisors (RIAs), and Broker Dealers, to triage technology related issues in a fast-paced environment. You will also be responsible for providing subject matter expertise on our web-based platforms, Wealthscape &amp; Wealthscape Investor. You will be expected to carry a problem from introduction to resolution, work on projects and blocking issues, and leverage strategic partnerships across the firm.The Expertise You Have<ul><li>2+ years of a Phone Customer Service role, highly desired</li><li>Bachelor’s degree preferred</li><li>Work experience and strong eye for business required</li><li>Financial Services experience preferred</li><li>Knowledge of Fidelity’s products and services desirable</li></ul>The Skills You Bring<ul><li>Superior customer service and phone skills</li><li>Excellent writing and verbal communication skills.</li><li>Good understanding of technology, especially as it relates to problem solving.</li><li>Ability and desire to work in a team environment.</li><li>You exemplify strong social skills and customer service approach to solving problems</li><li>You are able to multitask, prioritize, problem solve, be adaptable, and make decisions.</li></ul>The Value You Deliver<ul><li>Enhancing our clients’ technology experience</li><li>Provide first and second level phone support for technology products</li><li>Serve as Subject Matter Authorities (SMEs) for our web-based platforms</li><li>Connect our clients to the best solution or answer</li><li>Improving operational efficiencies</li><li>Educate clients to be self-sufficient</li><li>Share standard methodologies with team members</li><li>Work with team lead or management to improve team operational efficiency</li><li>Challenge the status quo</li><li>Serving as an internal advocate</li><li>Voice of the client to Service, Technology, Product, etc.</li><li>Proactively identify areas of improvement</li><li>Identify risk for our clients and the firm</li><li>Being a standout colleague</li><li>Supply to department level goals, projects, and initiatives</li><li>Mentor junior level associates and share advantageous information/successes across regions</li><li>Provide coverage for team members</li></ul>The TeamFidelity Institutional provides superior customer service to Fidelity's Custody and Clearing clients through innovation, dedication, and commitment to excellence. A Platform Support Consultant ensures a seamless and robust experience for our clients by providing point of contact expertise for the entire suite of online products offered by FI, including the Wealthscape and Wealthscape Investor platforms and supporting the effort to build trust, loyalty, and satisfaction.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations, Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Platform Support Representative - IWMS Client Experience

<h3>Job Description:</h3><h3>Please Note: The hiring manager will be hiring for this role at a Director OR Senior Manager level based on candidate experience</h3>The RoleAs a member of the Digital Channels Personalization team, you will partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences (web and mobile platforms). This exciting new Squad will be focusing on leveraging the full breadth of our Personalization tools to create connected cross-channel customer experiences focused on specific customer outcomes to train and strengthen our AI/ML models and create an individualized and scalable landing solution for customer content refinement and decision support.As a Director Level Analyst, you will:<ul><li>Collaborate with and champion relationships across multi-functional teams, including business partners, analytics, artificial intelligence, technology, product, and marketing teams to ensure successful delivery of new initiatives and continuous measurement of outcomes.</li><li>Work alongside various team leaders and management to create and present impactful, results driven goals, product roadmaps, and success stories</li><li>Support delivering initiatives, including strengthen AI/ML models by utilizing outcome data and analytics, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.</li><li>Employ strong story telling skills, conveying the vision and impact of digital solutions by helping to create and utilize data analytic measurement strategies and visualizations</li><li>Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.</li><li>Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.</li><li>Stay updated with industry trends in customer experience and personalization.</li></ul>Expertise and Skills<ul><li>Bachelor’s degree or equivalent in business, computer science, data analytics, or a similar field (Masters a plus)</li><li>7+ years of work experience as an analyst in a business intelligence, digital solutions, or financial services environment</li><li>Background with various investment products offered through Wealth, Brokerage, and Workplace Investing (Series 6, 7, 63, or equivalent is a plus)</li><li>Excellent problem-solving skills and attention to detail.</li><li>Experience in leading and delivering complex and highly visible projects throughout an organization</li><li>Ability to lead, communicate, and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.</li><li>Exposure to Data Analytics, artificial intelligence / machine learning techniques is a plus.</li></ul>The TeamAs Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our web and mobile platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.<h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Director, Business Analyst: Digital Strategy and Solutions (Personalization)

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account OpeningSpecialist towork in Westlake, TX. The mission of the Investment Operations team is helping people, help people. We are seeking a detail-oriented and customer-focused professional to join our team as an Account Opening Specialist. This role is critical to delivering a seamless and efficient onboarding experience for new clients. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are essential as you will be responsible for processing account opening requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a great opportunity for someone who is passionate about delivering exceptional client service and contributing to a high-performing team. Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, capture relevant information, and identify a solution when necessary. It’s more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously giving to non- profit organizations to meet their philanthropic goals. You get to be a part of that! <ul> <li>Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements</li> <li>Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements</li> <li>Communicate effectively with clients and internal teams to resolve account opening discrepancies or delays</li> <li>Maintain high-quality data entry and account setup within core systems</li> <li>Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met</li> <li>Share observations of potential process improvements to the account opening process and client experience with your manager</li> <li>Collaborating with internal Charitable business partners to fulfill special handling requests</li> <li>Escalate risk-related concerns and documentation issues promptly</li> <li>Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships</li> <li>Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals</li> </ul> The Expertise and Skills We are Looking For: <ul> <li>Bachelor’s degree</li> <li>2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management).</li> <li>Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy</li> <li>Strong ability to identify errors and inconsistencies in documentation and data inputs</li> <li>Excellent verbal and written communication skills to effectively interface with internal partners and clients</li> <li>Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills</li> <li>Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed</li> <li>Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards</li> <li>Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment</li> <li>Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions</li> <li>Flexible with overtime as requested (especially December – Giving Season)</li> </ul> The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Fidelity TalentSource

Account Opening Specialist

<h3>Job Description:</h3>The RoleThis position is a meaningful role in WI Sales Optimization Acceleration &amp; Retention (SOAR) who both leads a team of Proposal Consultants (PC) while also helping to triage and evaluate incoming work for the Proposal team. This leader works with Sales Managers, Product and Service Consultants, and business partners to support the Workplace Investing sales goals and commitments.Support sales activity in pursuit of attaining new clients or retaining existing clients in Workplace Investing. Guide our team in the delivery of high-quality sales support in the pursuit of new clients. Lead the day-to-day leadership of work assignment and serve as a point of escalation with sales team and other business partners. Contribute to group initiatives to drive innovation through process re-engineering and automation. Gain feedback from internal and external clients and ensure it is infused into how we work.The Expertise You Have<ul><li>Bachelor’s Degree</li><li>Proven experience in the retirement industry.</li><li>Experience in Workplace Investing with a solid understanding of operations and service delivery model</li><li>Series 7, 24 required (can be acquired in the role)</li></ul>The Skills You Bring<ul><li>Extensive retirement plan experience with a solid understanding of Fidelity’s products and services, management processes and overall Fidelity network.</li><li>Proven capability to deliver to tight timeframes and be successful in fast paced environments.</li><li>Strong communication, editing, and facilitation skills.</li><li>Outstanding meeting leadership skills.</li><li>Strong time management and organizational skills.</li><li>Creative, flexible, and out-of-the-box thinking </li><li>Ability to maintain relationships and positioning in order to effectively mentor team related to critical issues and general positioning.</li></ul>The Value You Deliver<ul><li>Handling day to day assignment of activities for associates – including deal assignments and balancing requests to support WI Sales goals.</li><li>Effective coaching of team including performance management deliverables of quarterly quick connects and assessments.</li><li>Working with peers and business partners to maximize resources and meet the demands for end-to-end sales process.</li><li>Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease coast where possible.</li><li>Assisting team in handling RFP responses and overall deal quality through entire sales cycle.</li><li>Carrying out new hire training programs</li></ul>The TeamSales Optimization Acceleration &amp; Retention plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, outstanding participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals. <h3>Certifications:</h3>Series 24 - FINRA<h3>Category:</h3>Sales SupportMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Proposal Consultant

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications 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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Representative - Fort Worth, TX

<h3>Job Description:</h3>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!The Expertise We’re Looking For<ul><li>Bachelor’s degree</li><li>Series 7 &amp; Series 63 licenses required (may be attained in role)</li><li>Experience in financial services and sales is helpful, but not required</li><li>Commitment to growing technical knowledge of the financial industry</li><li>Passion for capital markets and investment products</li><li>Aptitude and dedication for constant learning and self-improvement</li><li>Team player, confident, and self-motivated</li><li>Excellent communicator, excited to engage clients</li><li>Appreciate the challenge of working in a goal and results oriented environment</li></ul>As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. The three phases within the program: <ul><li>Licensing, training, and supporting financial advisor investment product inquiries</li><li>Pro-active client engagement to initiate new client relationships and sales opportunities</li><li>Sales territory ownership with an external sales partner, to drive investment product sales</li></ul>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: <ul><li>Capital Market and Investment Product Knowledge</li><li>Sales Process and Sales Territory Management</li><li>Consultative Presentation Capabilities</li><li>Financial Advisor and Intermediary Eco-System</li></ul>The Skills You Bring<ul><li>Your robust consultative selling, influencing and communication skills</li><li>A learner mindset, with determination for extensive skill development</li><li>Ability to develop technical depth in financial markets and investment product</li><li>Additive (or leader) to a competitive, collaborative, energized team</li><li>Organized, with ability to multitask, prioritize, and adjust to change</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Receptive to feedback and coaching</li><li>Thrive in team-based sales environment</li><li>Take initiative and strive to exceed expectations</li><li>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</li><li>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</li><li>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Compensation/Career Progression<ul><li>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</li><li>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is at least 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</li><li>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

53 Project Management / Professional Services Jobs in Grand Prairie, TX, USA