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<h3>Job Description:</h3><p><strong>The Team</strong></p><p>The Health Savings Account (HSA) Domain within the Fidelity Health is looking for an experienced product management professional to lead the effort to define, implement and support the Debit Card Payments experience for Health Savings Accounts (HSA) and Reimbursement Accounts (RA) established through a Fidelity Workplace Relationship. </p><p>In this role, you will be a member of the HSA Employer Experience &amp; 3rd Party Product Area and you will lead a squad focused on supporting the NetBenefits Access Card (stacked debit card) systems application. You will help the business drive to a single Debit Card solution for all clients while developing technical integrations with Debit Card vendors and work closely with partners from service, operations, and risk to ensure alignment on priority and to maintain close contact with evolving voice of the customer. </p><p><strong>The Expertise We’re Looking For:</strong></p><ul><li>Bachelor’s Degree required; MBA desired</li><li>8+ years product management experience</li><li>Series 7 and 63 are permitted for this role</li></ul><p><strong>The Skills you Bring:</strong></p><ul><li>Demonstrated expertise working with product positioning, product development, product strategy, critical thinking, goal setting, planning and decision making.</li><li>Take a data-driven approach to understanding customer needs and can translate business themes into initiatives, sub-initiatives, goals, epics and user stories w</li><li>Strong relationship building, interpersonal and influencing skills to align across the organization and across Fidelity Health</li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>Understanding of the Health Savings Account (HSA) and Reimbursement Account product offerings and the needs of the customer using this product along with strong familiarity with related recordkeeping and PSW platforms</li><li>Working knowledge of healthcare card lifecycle - benefit enrollments, card orders, profile maintenance, transactions &amp; settlements.</li><li>Good understanding of file transmission using secured FTP protocols.</li><li>Experience managing middle-tier API capabilities on AWS and Azure CSPs. Familiarity with cloud services like AWS Batch, Service Bus, Kinesis streams, Lambda, Function Apps.</li><li>Experience managing applications on IBM zOS mainframe.</li><li>Familiarity with release management process using ServiceNow and automatic deployments via SSPD &amp; DAS tools.</li></ul><p><strong>The Value you Deliver</strong></p><ul><li>Define, refine, and communicate the mission of the squad-to-squad members and other stakeholders to motivate and rally support</li><li>Anticipate, discover, and prioritize client / stakeholder needs to serve as the voice of the customer / stakeholders and guide execution of the squad</li><li>Engage Fidelity Legal, Risk and Compliance to discuss client feedback and various solution needs. You will collaborate closely to ensure new solutions comply with industry regulations and are consistent with Fidelity policy &amp; procedures.</li><li>Measure performance through established KPIs and deliver agreed upon business, technology, and people results</li><li>Ensure that new capabilities are well understood by sales, marketing, communications operations, and product maintenance to ensure a smooth go to market strategy.</li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Consumer directed accounts including both Health Savings Accounts and Reimbursement Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Squad Leader - Debit Card/Fidelity Health

<h3>Job Description:</h3><p>This dynamic role is designed for someone who enjoys the pursuit of attracting or retaining Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you.</p><h3><strong>The Role</strong></h3><p>This role works closely with Account Executives to win and retain our largest TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs.</p><p>This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)</li><li>Bachelor’s Degree required / MBA or other advance degree a plus</li><li>Minimum 7 years related product or industry experience / Fidelity experience desirable</li><li>Series 7 and 63 required (can be attained in role)</li><li>Approximately 10-15% travel requirement</li></ul><h3><strong>Proven Skills and Experiences You Bring</strong></h3><ul><li>Proactively collaborates, influences, and establishes relationships across the organization to deliver results.</li><li>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand.</li><li>Strong listening skills to identify internal and external customer needs.</li><li>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals.</li><li>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy.</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies.</li><li>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery.</li><li>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos.</li><li>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs.</li><li>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process.</li><li>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers.</li><li>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery.</li></ul><h3><strong>The Team</strong></h3><p>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Product and Service Consultant -Tax Exempt Market

<h3>Job Description:</h3><p>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?</p><p>Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.</p><p>Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.</p><p><strong>What to expect…</strong></p><p>As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you</p><ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul><p><strong>Advantages of Fidelity’s LAP journey…</strong></p><p><strong>You are learning.</strong> An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.</p><p><strong>You can explore</strong>. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!</p><p><strong>You get exposure.</strong> Understand what our culture is like and the impact we have in our communities and regions.</p><p><strong>You are growing.</strong> From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.</p><p>Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.</p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity’s Licensing Accelerator Program (SIE®) - Westlake, TX

<h3>Job Description:</h3><p><strong>The Role</strong><br>Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! </p><p><br><strong>What to expect… </strong><br>As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a></p><p><br><strong>2. Skill Development </strong><br>In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.</p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> </p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Customer Relationship Advocate Career Development Experience- Westlake, TX

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As the vice president of product management, you will lead our product vision, strategy and execution. As a key member of the leadership team, you will drive innovation, define product roadmaps, align best in class vendor, operational and technology core money movement solutions and collaborate across many businesses and functions to deliver solutions that propel our strategic money movement business goals forward. The role requires a strong mix of leadership, industry insights, technology and operational expertise to scale our product offerings and enable business channels to improve customer experiences!</p><ul><li>Develop and drive the overall product strategy, vision and roadmap in alignment with organization goals</li><li>Lead and mentor a high performing product management team, fostering a culture of innovation, collaboration and accountability.</li><li>Oversee the entire product lifecycle from ideation to enablement.</li><li>Partnering with the business channels and engineering to ensure seamless product execution</li><li>Conduct industry research, analyze trends and leverage data to identify key improvement opportunities.</li><li>Define and track key product performance metrics, ensuring continuous improvement</li><li>Engage with key business partners to gather insights and translate into impactful product decisions.</li><li>Drive innovation by staying ahead of emerging payment products</li><li>Actively engage with industry forums and key banking relationships to stay ahead of emerging payments and industry changes.</li><li>This role will require occasional travel as needed.</li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>Bachelor’s degree</li><li>Minimum 15+ of product management experience with at least 5 years in a leadership role.</li><li>Proven success in building/ scaling products/ processes</li><li>Strong analytical skills with the ability to make data-driven decisions</li><li>Excellent leadership, communication and stakeholder management skills.</li><li>Experience working with cross-functional teams</li><li>Interpreting payment rules, laws, and regulatory guidance, and applying these findings to ensure that money movement products across all channels stay in sync with the relevant guidelines. This includes implementing process or procedural changes in large and complex initiatives across the organization.</li><li>Detailed understanding of payment rules (Fed Wire, NACHA, RTP, FedNow, etc)</li><li>Expertise in various payment products (ACH, micro entries, debit cards, domestic and overseas wires, check writing, RTP, PayPal, Venmo).</li><li>Solid understanding of payment fraud mitigation vendors, technology and tools.</li><li>Understanding of relevant technologies and systems that support the various payment products, enabling effective communication with the development teams and informed decision making on technical tradeoffs.</li></ul><h3>The Team</h3><p>This dynamic team is part of Operations and Service Group (OSG) Account, Treasury and Tax Services Division. The Treasury Operations team oversees cash management, fund transfers and various banking relationships. We collaborate with internal stakeholders to develop seamless, efficient and secure money movement solutions. We also provide the servicing of these products including transaction monitoring, issue resolution and process optimization ensuring reliability and compliance while partnering to enhance customer experiences.</p><p><em>Please note: Fidelity will not provide immigration sponsorship for this position </em></p>The base salary range for this position is $103,000-$174,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 99 - FINRA<h3>Category:</h3>Business Analysis

VP, Treasury Operations Product Manager

<h3>Job Description:</h3><p><strong>Business Consultant &amp; Transformation Director</strong></p><p>In this role you will be an individual contributor supporting cross-functional operating model transformation by analyzing and driving improvements across people, process, technology, and governance. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions. Directors quickly become proficient on detailed and complicated subject matter to develop recommendations and requirements for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.</p><p><strong>The Expertise You Have</strong></p><p>Successful candidates will be able to demonstrate a proven track record of:</p><ul><li>Business problem validation</li><li>Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows</li><li>Designing, redesigning, and improving business processes using six sigma, lean, agile, and quality management methodologies</li><li>Leading projects and delivering solutions autonomously</li><li>Influential leadership across all levels, often through effective PowerPoint presentations</li><li>Leading large-scale initiatives with multiple workstreams from concept to implementation</li><li>External consulting experience, preferred</li><li>Financial Services / Benefits Outsourcing industries experience, preferred</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>7-10 years of experience delivering quantifiable value via operations transformation in large organizations</li><li>Passion for improving all aspects of our business</li><li>Strength in translating quantitative analysis into insights that support unbiased recommendations</li><li>Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality</li><li>Options and recommendations generation via top-down structuring and value analysis</li><li>Ability to synthesize requirements for user experiences, business capabilities, and technology enablers</li><li>Curiosity to explore root causes of ambiguous business situations through supportive interviews, analytic research, and investigation</li><li>Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form</li><li>Skilled facilitation of large working sessions of cross-functional team members</li><li>Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders</li><li>Program leadership that often involves complex and multifaceted workstreams</li><li>Adaptability to evolving and sometimes ambiguous business challenges</li><li>Effective at navigating complexity and creating focus on what truly matters</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>Fidelity 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.</p><p>Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and solutions within Fidelity’s Workplace Investing’s (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team’s bench strength, standard practices, and career development. And they have fun doing it!</p><h3>Certifications:</h3><h3>Category:</h3>Consulting Support<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Business Consultant & Transformation Director

<h3>Job Description:</h3><p><strong>The Role:</strong></p><p>The Senior Compliance Advisor will be a member of Fidelity’s Financial Crimes Compliance Program Office (FCPO) supporting Financial Crimes governance, planning, and strategic programs. You will help support the Financial Crimes Compliance organization’s strategic business management practices and perform a broad range of advisory and governance activities, assisting as needed with:</p><ul><li><p>Coordinating and preparing executive level presentations and reports that communicate status, insights and recommendations to senior leadership.</p></li><li><p>Building and maintaining recurring and ad-hoc reporting to monitor key performance indicators and operational metrics.</p></li><li><p>Supporting critical Financial Crimes initiatives and programs at the direction of senior leadership.</p></li><li><p>Providing subject matter expertise and guidance in support of key AML program activities.</p></li><li><p>Performing oversight of Fidelity business unit AML activities for new AML rule implementations, AML compliance efforts, and new products or services.</p></li><li><p>Assisting with operational activities such as budgeting and resource planning.</p></li></ul><p>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><p>Bachelor’s degree with at least 5 years comparable work experience at a financial institution, major consulting firm, regulatory agency, or law firm.</p></li><li><p>Impactful communicator with proven verbal and written skills.</p></li><li><p>Expertise in using PowerPoint to craft compelling narratives.</p></li><li><p>Can simultaneously identify, prioritize, and address multiple issues and quickly respond to shifting priorities in a fast-paced environment.</p></li><li><p>Comfortable working on a wide variety of subject matters across organizational boundaries and can build effective working relationships to drive progress.</p></li><li><p>Critically evaluates information from multiple sources, to resolve blockers, identify trends, and transform data into executive-level messaging that advises business decisions.</p></li><li><p>Demonstrated analytical skills, resourcefulness, problem-solving abilities, and attention to detail.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>Fidelity is committed to a strong enterprise-wide Financial Crimes Compliance (FCC) program that protects against the misuse of the Firms’ products and services for nefarious, illegal purposes. The FCC group coordinates the day-to-day implementation of Fidelity’s financial crimes prevention efforts with responsibilities for the design, implementation, execution, governance, and oversight of the Firm’s Anti-Money Laundering, Sanctions, and Anti-Corruption programs. FCPO is a team responsible for implementing Anti-Money Laundering (AML), Sanctions, and Anti-Corruption requirements and processes across Fidelity’s businesses and legal entities.</p>The base salary range for this position is $81,000-$137,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Senior Compliance Advisor, Financial Crimes Compliance

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you interested in working in a fast paced, evolving organization? The Defined Contribution Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.</p><ul><li>The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.</li><li>The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.</li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>Bachelor’s degree preferred.</li><li>This position requires a minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.</li><li>Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.</li><li>This position requires some travel.</li><li>The ability to understand and work with payroll software programs.</li><li>Strong presentation, consulting, and negotiating skills.</li><li>Strong analytical, problem-solving, problem identification skills.</li><li>Strong organizational/time management skills, auditing skills.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Defined Contribution Conversion Lead

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Senior Analyst you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li>BA/BS in Accounting, Finance, or related field of study. </li><li>Professional certifications (e.g., CPA, CIA, CAMS, CFE) and/or registration/licensing preferred. </li><li>3-5 years of external and internal audit or related experience, preferably in financial services. </li><li>Relevant experience covering financial crimes (BSA/AML, OFAC, Anti-Bribery and Corruption).</li><li>Developing knowledge of audit practices, tools, techniques, concepts, and trends </li><li>Team player who takes initiative and works constructively with others to achieve team goals. </li><li>Ability to work on multiple tasks and manage priorities and workload. </li><li>Strong problem solving and analytical skills. </li><li>Commitment to innovative, collaborative, and digital working style. </li><li>Strong presentation, written, and interpersonal communication skills. </li><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li><li>Knowledge of the brokerage business including retail and/or institutional client product offerings and services and industry regulations preferred. </li></ul><p><strong>The Team</strong> </p><p> The Audit Senior Analyst will be responsible for performing business and/or integrated audits in support of Fidelity’s businesses, such as Financial Crimes Compliance. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: </p><ul><li>Works with business and technology management to build an understanding of complex functions. </li><li>Workflows end-to-end business processes and supporting technologies, highlighting risks and controls embedded throughout the function. </li><li>Leverages audit automation tools in the evaluation of business operations and systems. </li><li>Performs audit test work including organizing and analyzing data, testing controls, and documenting results. </li><li>Evaluate the adequacy and effectiveness of financial crimes compliance programs (AML, OFAC, fraud, anti-corruption) at the enterprise level and across lines of business.</li><li>Applies strategic and data analytics concepts, principles, and techniques to identify control deficiencies more efficiently and effectively. </li><li>Draft audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </li><li>Builds deep working relationships with audit teams and clients. </li></ul>The base salary range for this position is $64,000-$121,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

BSA/AML Audit Senior Analyst

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

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