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Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX. The hourly pay rate for this position is $22 per hour. Are you a hardworking and self-motivated person who would thrive in a collaborative and fast paced environment? If so, come build your career with us! Fidelity Charitable is a collaborative, competitive, dynamic, and exciting environment. In this role you will have an opportunity to gain exposure to the various facets of the financial services and philanthropic industries. <h3>The Team</h3> The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising. The Charitable Planning Associate (CPA) is an inbound, phone-based role acting as a sales development role into the Fidelity Charitable Fundraising and Distribution team. This role will uncover new opportunities with financial advisors and prospective donors looking for charitable planning assistance. You will cultivate and qualify these opportunities by providing valuable insights and helping them achieve their charitable goals by utilizing our Donor Advised Fund. In addition to generating leads from inbound calls, you will also be responsible for executing strategic initiatives by making outbound calls to qualify leads delivered by our Marketing team. You will collaborate with various business partners including Marketing, Service Delivery, Program, and Implementations to deliver best in class outcomes for our advisors and donors. <h3>The Expertise You Have</h3> <ul> <li>Bachelor’s degree </li><li>Passion for the financial and philanthropic industries </li><li>Proven experience working within the financial industry and/or service related industry. </li><li>A dynamic personality with a high level of passion and motivation for career advancement </li><li>Fundraising, sales, business development or relationship management experience is beneficial. </li><li>Industry designations or additional education are also a plus. </li></ul> <h3>The Skills You Bring</h3> <ul> <li>You have excellent interpersonal and communication skills that translate into a positive advisor and donor experiences. </li><li>You have a passion for establishing relationships and providing high levels of support. </li><li>You are committed to constant self-improvement and exhibit a competitive drive. </li><li>You thrive in fast paced and collaborative environment. </li><li>You are extremely resourceful, organized, and ability to prioritize multiple priorities. </li><li>You have a high aptitude to learn new things quickly and adapt to new situations. </li><li>Your effective listening, communication, and presentation skills </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Qualify inbound leads via the phone as the initial contact for financial advisors and donors exploring a relationship with Fidelity Charitable </li><li>Consult with prospects about using our Donor Advised Fund to achieve their philanthropic goals. </li><li>Understand and effectively communicate our value proposition to advisors and prospective donors. </li><li>Develop an understanding of the advisor’s business or donors’ goals through profiling and determine if the Donor Advised Fund can help them achieve their goals. </li><li>Partner with Marketing on lead flow and campaign alignment </li><li>Function as a utility player for the Fundraising and Distributions team by providing interim territory coverage when capacity issues exist. </li></ul>

Fidelity TalentSource

Charitable Planning Associate

<h3>Job Description:</h3>Advisor Experience SpecialistGot personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Advisor Experience team. As an Advisor Experience Specialist, you will be the primary point of contact for any service-related activities for professional financial advisors working on behalf of Fidelity Charitable Giving Account Holders. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on.The RoleThe Advisor Experience Specialist is a part of the Premium Service group, working to provide an outstanding service experience to, and fosters relationships with, ultra-high net worth strategic advisor firms (the most complex relationships within Fidelity Charitable) and select donors. The AXS will be part of a team dedicated to answering strategic advisor and high net worth donor calls and responding to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree preferred</li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment strongly preferred</li><li>2-3 years Customer Service, Sales, Service Operations or UHNW background strongly preferred</li><li>Your proficient verbal and written communication skills required</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You are able to proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available.</li></ul>The work shift for this role is 9:30 AM - 6:00 PM MST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)The Value You Deliver<ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>How Your Work Impacts the Organization</h3>The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’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.

Fidelity Investments

Advisor Experience Specialist

<h3>Job Description:</h3>The RoleAre you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC Senior Associate role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.The Expertise and Skills You BringPlay a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)</li><li>Three plus years of relevant progressive experience with supporting integrated financial audits</li><li>Professional certification CPA and/or CISA desired. Other relevant certifications CISSP and CIA</li><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</li><li>Direct experience with general accounting concepts including financial statement risks, and controls</li><li>Exposure to IT Application Controls, report testing and/or IT General Controls</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Learning agility to quickly understand and connect key concepts</li><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</li></ul>The TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>AuditFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Associate, Global Financial Controls CoE

<h3>Job Description:</h3>Senior Associate – Global Financial Controls Center of ExcellenceThe RoleAre you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC Senior Associate role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.The Expertise and Skills You BringPlay a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Information Technology, Accounting)</li><li>Three plus years of relevant progressive experience with supporting integrated financial audits</li><li>Professional certification CISA and/or CPA desired. Other relevant certifications CISSP and CIA</li><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</li><li>Direct experience with general accounting concepts including financial statement risks, and controls</li><li>Exposure to IT Application Controls, report testing and/or IT General Controls</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Learning agility to quickly understand and connect key concepts</li><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</li></ul>The TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $64,000-$121,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Audit

<h3>Job Description:</h3>Do you want to join a team committed to developing and delivering an industry leading Data Risk Program which will address data risks associated with maintaining, protecting, provisioning, and governing Fidelity data assets. Corporate Risk is seeking a passionate and hardworking professional to join the team! You will provide subject matter expertise, and partner with the business unit risk groups to develop and administer a firm-wide Data Risk Program. You will personify the Fidelity Leadership Principle 'Thinks and Works across Fidelity' by collaborating with multiple stakeholders within different business units, risk, compliance and data/technology groups in order to identify and mitigate data risk while protecting the Fidelity brand/data assets.The Data Risk Management DirectorWe are in the early stages of a journey to develop a Fidelity enterprise-wide Data Risk Program ensuring Fidelity is developing an industry leading Data Risk Program. This position is accountable for maintaining relationships with business partners across the enterprise, providing data risk subject matter expertise and leading the timely execution of the second line Data Risk Program.The Expertise You Have<ul><li>Risk and/or compliance experience for large financial organizations</li><li>Bachelors’ Degree or equivalent along with 8 - 13 years of data risk and/or data management experience</li><li>Experience/Familiarity with data risk and data management topics (data governance, data protection, data quality, data ethics, data regulations, etc.) ideally in a financial services organization</li><li>Experience with reporting tools is a plus (Power BI, Tableau etc.) </li><li>Strong problem solving, analytical, and project/program management skills</li><li>People management / strong interpersonal skills</li><li>Demonstrated ability to spearhead working groups and maintain collaborative, working relationships with business partners at all levels of the organization</li><li>Thrive in a dynamic organization where priorities shift to adapt to business needs / risks</li></ul>The Skills You Bring<ul><li>You are accountable for delivering high quality results in an accurate and timely manner</li><li>Ability to translate complex technical data risk/data management concepts into simple and clear messages that resonate with different business partners and drive behavioral change</li><li>Strong understanding of risk frameworks, control environments and regulatory requirements</li><li>Robust presentation skills and ability to socialize with Senior Leaders</li><li>You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of data risk management processes</li><li>You have excellent verbal and communication skills, with the ability to tailor the tone, style, and format to suit different purposes and audiences</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $100,000-$169,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Risk

Data Risk Management - Director

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Associate towork in Westlake, TX. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. This contractor position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year Day as major holidays. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred</li> <li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</li> </ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required</li> <li>Your very best problem- solving skills with excellent follow through</li> <li>Your strong organizational skills, planning and time management</li> <li>You are able to proficiently multi-task in a Windows based environment</li> <li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li> <li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday</li> </ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits</li> <li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.</li> <li>Interact with other internal Charitable business units as needed</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Deliver a great customer experience with each interaction</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit F

Client Experience Specialist

<h3>Job Description:</h3>The Role:Are you ready to make an impact? If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry. The GFC Senior Manager is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated audits and advisory reviews over select strategic initiatives. The role provides thought leadership, subject matter expertise and closely partner with Senior Business Leaders, Head of Corporate Accounting &amp; Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function’s mission. The role will report to the Head of Global Financial Controls CoE or a Director.The Expertise and Skills You BringPlay an integral role as part of GFC’s leadership team and through your advanced understanding of US GAAP, Internal Controls over Financial Reporting, Accounting concepts/standards and relevant frameworks (COSO). Lead and coach junior practitioners to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance)</li><li>Eight plus years of progressive experience with leading financial statement audits and assurance reviews</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Proficient with accounting concepts and financial processes including financial statement risks and controls</li><li>Professional certification CPA highly desired. Other relevant certifications CISA, CA, CIA, or CISSP</li><li>Exposure to IT Applications Controls, key reports testing and/or IT General Controls</li><li>Exposure to ERP/GL SaaS implementations, Alt Investments and/or Digital Assets incl. regulatory guidance</li><li>Exceptional leadership and proficient relationship builder with proven influencing and people management skills</li><li>Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload </li></ul>The TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.The base salary range for this position is $85,000-$179,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Audit

SENIOR MANAGER, GLOBAL FINANCIAL CONTROLS COE

<h3>Job Description:</h3>Senior Associate – Global Financial Controls Center of Excellence The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates the design and operating effectiveness of key financial controls through integrated reviews of key business units including Workplace Investing, Fidelity Wealth, Fidelity Brokerage, Fidelity Institutional, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Investments Life Insurance, international sites (India &amp; Ireland) and advisory reviews over strategic initiatives.The Senior Associate role will deliver significant value to the business by assessing relevant risks and key controls supporting the firm’s financial processes and systems through integrated audits. This role will partner with Business Unit Controllers, other risk groups, process, and control owners as well as GFC associates. This role will provide excellent opportunities to learn about Fidelity’s many business units, key financial processes, and systems. This role will report to a Senior Manager or a Director within the GFC function.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)</li><li>3-6 plus years of relevant progressive experience with supporting integrated financial audits</li><li>Professional certification CPA and/or CISA highly desired. Other relevant certifications CISSP and CIA</li><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</li><li>Direct experience with general accounting concepts including financial statement risks, and controls</li><li>Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Strong learning agility to quickly understand and connect key concepts</li><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</li><li>Financial services industry experience desirable</li></ul>The Value You Deliver<ul><li>Actively participate as a key member of GFC engagement teams in the execution of integrated reviews</li><li>Support creation of high quality workstream deliverables (e.g., process flows, RCMs, workpaper documentation)</li><li>Discuss findings and improvement opportunities noted with the GFC workstream teams and client contacts</li><li>Effectively manage assigned deliverables in a timely manner and holds self-accountable</li><li>Assess the design and operating effectiveness of key ITACs, manual controls and key reports (IPEs)</li><li>Lead or participate in process walkthroughs with process and control owners</li><li>Cultivate productive relationships with GFC team members and internal business partners</li><li>Support special projects and help co-lead internal training initiatives as appropriate</li><li>High level of professionalism, sense of urgency, and self-motivation</li></ul>The base salary range for this position is $64,000-$121,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Associate, Global Financial Controls - CoE

Working at Envision means having a job that’s more than just a way to make money. It's a job that makes a difference. We offer team members: <ul><li>Careers with purpose</li><li>Teamwork environment</li><li>Amazing 401K Retirement Plan</li><li>Envision Paid Life Insurance</li><li>Medical, Dental, Vision, FSA Plans</li><li>10 Paid Holidays</li><li>PTO &amp; Vacation</li><li>Tuition Reimbursement</li></ul> POSITION SUMMARY The Inside Sales Coordinator serves as a vital link between the sales team, clients, and internal departments to ensure seamless sales operations and exceptional customer service. This role involves managing sales inquiries, coordinating with customers, and supporting the sales team to achieve revenue and growth objectives. KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE Sales Support <ul><li>Handle inbound sales inquiries via phone, email, and online platforms, providing accurate product and service information.</li><li>Prepare and send quotations, proposals, and sales agreements.</li><li>Coordinate with the sales team to qualify leads and ensure timely follow-ups.</li><li>Track sales orders, ensuring accuracy and timely delivery to clients.</li><li>Maintain and update customer records in CRM systems.</li></ul> Customer Relationship Management <ul><li>Build and maintain strong relationships with new and existing clients.</li><li>Address customer inquiries, resolve complaints, and provide after-sales support.</li><li>Identify customer needs and recommend appropriate products or services.</li></ul> Coordination and Reporting <ul><li>Collaborate with logistics, finance, and operations teams to ensure smooth order processing and fulfillment.</li><li>Monitor and report on sales performance metrics, including pipeline activity, sales trends, and customer feedback.</li><li>Assist in the preparation of sales forecasts and budgets.</li></ul> Administrative Tasks <ul><li>Schedule and organize meetings, presentations, and training sessions for the sales team.</li><li>Ensure all sales documentation and files are up-to-date and compliant with company policies.</li><li>Support marketing campaigns by coordinating leads and tracking campaign performance.</li><li>Flexibility to perform other job duties as assigned.</li></ul> JOB REQUIREMENTS INCLUDE Education: <ul><li>High school diploma or GED equivalent required </li><li>Bachelor’s degree in business administration, marketing or related field preferred; however, a combination of education and experience wherein the skills and abilities to perform the responsibilities and functions have been adequately demonstrated is acceptable.</li></ul> Desired Experience: &nbsp; <ul><li>2+ years of experience in inside sales, sales coordination, or customer service.</li></ul> Knowledge/Skills: <ul><li>Proficiency in CRM software (e.g., Pipe Drive, Salesforce, HubSpot).</li><li>Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).</li><li>Familiarity with ERP systems is a plus.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and multitasking abilities.</li><li>Detail-oriented with a focus on accuracy and efficiency.</li><li>Ability to work independently and as part of a team.</li><li>Sales-oriented mindset with a focus on customer satisfaction.</li><li>Ability to handle high-pressure situations with professionalism.</li><li>Analytical and problem-solving skills to address client needs effectively.</li></ul> Licenses/Certifications: &nbsp;N/A SUPERVISORY RESPONSIBILITIES Total Number of Employees Directly Supervising: &nbsp;&nbsp;0&nbsp; Number of Subordinate Supervisors Reporting to Position: 0&nbsp;&nbsp;&nbsp;&nbsp; VISION REQUIREMENTS INCLUDE Can be performed with or without assistive technology: &nbsp;X Required to perform activities such as preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact. ___Required to perform activities such as operating machinery and/or power tools at or within arm’s reach; performing non-repetitive tasks such as carpentry work or repairing machinery. ___&nbsp;&nbsp;&nbsp;&nbsp; Required to review/inspect own assigned work, the work of others, or facilities or structures. Requires normal (or corrected to normal) vision/acuity: ___&nbsp; Required to operate motor vehicles and/or heavy equipment such as forklifts. COMMENTS Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.This position description is intended to convey generally the duties of this job.&nbsp; It is not an all-inclusive listing of duties, and it is not a contract, expressed or implied. “We aspire to be a world-class, recognized leader in the blind and low vision field, leading with employment and rehabilitation, through collaboration for the benefit of our employees, our partners, our community, and our industry.” “To improve the quality of life and provide inspiration and opportunity for people who are blind or visually impaired through employment, outreach, rehabilitation, education and research.”&nbsp; Envisions Core Values are the authentic, unwavering principals that define and support our culture.&nbsp; &nbsp; <ul><li>Integrity&nbsp;</li><li>Curiosity&nbsp;</li><li>Passion</li><li>Initiative</li><li>Teamwork</li><li>Excellence&nbsp;</li></ul> PHYSICAL REQUIREMENTS INCLUDE In an average workday, employee must: Task None Occasional Frequent Constant Stand x Walk x Sit x Bend/stoop x Climb x Reach above shoulders x Squat/crouch/kneel x Push/pull x Lift x Usual amount 11-25 lbs. Carry x Usual amount 11-25 lbs. Employee must use hands for repetitive action such as: Task Right Hand Left Hand Simple grasping Yes Yes Firm grasping Yes Yes Fine manipulation No No WORKING CONDITIONS INCLUDE In an average workday, employee is exposed to: Task None Occasional Frequent Constant General shop or store conditions x General office environment x Humid, extreme hot/cold temps (non-weather) x Outdoor weather conditions x Fumes or airborne particles x Fluorescent lights x Moving, mechanical parts x Toxic chemicals x Loud noise intensity levels x Risk of electrical shock x Travel for job x

Envision

Coordinator, Inside Sales

<h3>Job Description:</h3>Fidelity Workplace Consulting (FWC) is composed of over 600 professionals who advise clients on the strategy, execution and management of their domestic and global HR, benefits, and people programs.FWC is one of the fastest growing businesses at Fidelity. The team consults with clients across all markets that Fidelity serves. Within FWC there is a distributed Global team which consists of colleagues based in the US, Canada, Germany, Switzerland and UK, and they provide a range of consulting and advisory services to their multinational clients including the following elements:<ul><li>Global benefits strategy &amp; governance</li><li>DC Governance &amp; oversight</li><li>Retirement &amp; Financial Wellness</li><li>Health Care &amp; Well-being strategy &amp; solutions</li><li>International Mobility</li><li>Broader support on issues related to their international reward programs, financing and their communication to employees</li></ul><h3>The Expertise We're Looking For</h3>This VP role will report to the Head of Workplace Consulting global segment and be part of the global leadership team.The role will be responsible for continuing to build expertise and consulting capabilities and solutions in support of Fidelity multinational clients’ needs, specific to North America. This global practice is an integral part of the professional services consulting practices and reflects Fidelity’s goals for global growth. The current practices within the group are:<ul><li>Retirement</li><li>Health/Welfare and Wellness</li><li>Communication and Organizational Change</li><li>Broad Based Rewards</li><li>Data Solutions</li></ul>This position will be responsible for help driving the development of the multi-year business plan and the innovation as Fidelity continues to grow their services and footprint. Key elements will include:<ul><li>Workplace consulting strategy and ability to help accelerate Fidelity’s growth in the region</li><li>Leading and growing the team</li><li>Continued development of the service offerings to meet clients’ current and emerging needs</li><li>Implementation of a sales strategy</li><li>Working in partnership with other segments of Fidelity to support their product development, client retention and to expand revenue opportunities</li></ul>Practice leaders in Fidelity Workplace Consulting’s business are responsible for practice leadership, managing client relationships and leading sales efforts to secure new clients or grow existing relationships. The person in the role will be responsible for delivering revenue growth goals through influencing and developing productive and positive relationships with Fidelity’s key internal business partners and clients. This is a leader/player/mentor role. The leader will be the face of the practice internally and externally across the USA and Canada.<h3>The Skills You Bring</h3><ul><li>BS/BA required</li><li>Experience leading or holding a leadership position in an international consulting practice</li><li>Proven understanding of the benefits environment</li><li>Languages: Fluent in English</li><li>15+ years of consulting experience</li><li>Proven track record working with major employers, including acting as a trusted partner, in the benefits, rewards and consulting space</li><li>Retirement, benefits and rewards strategy &amp; solution development</li><li>Creation of strategies and solutions to support clients’ emerging challenges</li><li>Thought leadership</li><li>Extensive business expertise in working in large organizations with multiple business segments and partners and working across the enterprise to develop products and services and bring those to market</li><li>Entrepreneurship – lead development of a consulting practice, products, services, thought leadership</li><li>Executive presence and experience working with C-Suite and senior Finance, Risks and HR professionals</li><li>Diversity and Inclusion and its role in workforce and talent strategy</li><li>Craft programs that support the organization’s strategic objectives and are ambitious, efficient and in compliance with legal requirements</li><li>Experience in leading large scale projects, including defining scope, budgets, deliverables, and handling competing priorities</li><li>Monitor market trends to apply solutions and have experience working in environments that drive excellence, hold high standards and take a practical, and creative/innovative approach to human capital and talent management</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Objectives of the Role<ul><li>Develop and continue the building of an integrated consulting practice</li><li>Work with other professional services consulting practices to develop broader client solutions</li><li>Sustainable growth and career opportunities</li><li>Innovative solutions that help Fidelity’s clients excel in developing and implementing their strategies</li><li>Collaborate directly with key strategic partners internal to Workplace Consulting and Fidelity, senior client business executives and critical partners to drive the talent strategy agenda</li><li>Partner with other segments of Fidelity in supporting their product development, client attraction/retention and creating additional revenue sources</li><li>Develop resources, frameworks, toolkits, trainings and communications to support established and new processes, data research and tools</li></ul>The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Consulting

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