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<h3>Job Description:</h3><p>The Director, Pension Benefit Consultant is the lead Defined Benefit specialist responsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>The Director, PBC’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.</p><p>The Director, Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The Director, PBC is the go-to resource among the project team for all DB-specific matters and builds confidence with clients that Fidelity will operate their DB Plans accurately.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years</p></li><li><p>Strong analytical skills, attention to detail</p></li><li><p>Strong consultative skills</p></li><li><p>Work within a project matrix, able to handle time effectively</p></li><li><p>Working understanding of pension laws and regulations</p></li><li><p>Actuarial designations (EA, ASA) a plus but not required</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Solid DB experience having worked with a wide variety of DB Plans and features</p></li><li><p>Actuarial expertise</p></li><li><p>Ability to document the benefits of a DB plan in extensive, complete detail</p></li><li><p>Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</p></li><li><p>Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</p></li><li><p>Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes</p></li><li><p>Your experience problem solving, and finding solutions all parties can move forwards with</p></li><li><p>Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</p></li><li><p>Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</p></li><li><p>Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</p></li><li><p>Ability to detect and surface problems and obstacles and lead the team to resolution</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</p></li><li><p>Owning the discovery and learning of the mechanics of how the client’s DB Plans operate directly with clients and their representatives</p></li><li><p>Reading client plan documents, sample calculations, SPDs, valuation file specifications</p></li><li><p>Leading client review meetings and conference calls</p></li><li><p>Leading issue resolution</p></li><li><p>Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</p></li><li><p>Crafting a comprehensive test plan to ensure DB participant calculations are accurate</p></li><li><p>Working with developers to debug and certify the DB participant benefit calculations in their entirety</p></li><li><p>Working with data analysts to validate the client participant data is correct and complete, and to identify any gaps</p></li><li><p>Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Director, Pension Benefit Consultant

<h3>Job Description:</h3><p><strong>Job Title</strong><em>Audit Manager</em> </p><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 Manager 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><p>BA/BS in Accounting, Finance, or related field of study. </p></li></ul><ul><li><p>Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. </p></li></ul><ul><li><p>5-7 years of external and internal audit or related experience, preferably in financial services. </p></li></ul><ul><li><p>In-depth knowledge of audit practices, tools, techniques, concepts, and trends </p></li></ul><ul><li><p>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. </p></li></ul><ul><li><p>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </p></li></ul><ul><li><p>Strong problem solving and analytical skills. </p></li></ul><ul><li><p>Commitment to innovative, collaborative, and digital working style. </p></li></ul><ul><li><p>Strong presentation, written, and interpersonal communication skills. </p></li></ul><ul><li><p>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </p></li></ul><ul><li><p>Knowledge of the brokerage business including retail and/or institutional client product offerings and services and industry regulations preferred. </p></li></ul><ul><li><p>Knowledge in IT general controls is a plus. </p></li></ul><p><strong>The Team</strong> </p><p>The Audit Manager will be responsible for performing business and/or integrated audits in support of Fidelity’s businesses. 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><p>Works with business and technology management to build an understanding of complex functions. </p></li></ul><ul><li><p>Workflows end-to-end business processes and supporting technologies, highlighting risks and controls embedded throughout the function. </p></li></ul><ul><li><p>Leverages audit automation tools in the evaluation of business operations and systems. </p></li></ul><ul><li><p>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </p></li></ul><ul><li><p>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </p></li></ul><ul><li><p>Drafts 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. </p></li></ul><ul><li><p>Coaches and mentors Analysts and Senior Analysts on the team. </p></li></ul><ul><li><p>Builds deep working relationships with audit teams and clients. </p></li></ul>The base salary range for this position is $80,000-153,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

Audit Manager

<h3>Job Description:</h3><p>The Senior Pension Benefit Consultant is the lead Defined Benefit specialist responsible for learning the client’s DB Plans in detail and then explaining them to internal Fidelity resources such as computer developers and the ongoing operations team. The Senior Pension Benefit Consultant (PBC) works directly with clients on new client Implementations and on improvement projects for existing clients.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>The Senior Pension Benefit Consultant is central to Fidelity’s onboarding and operating DB Plan clients. The PBC is the hub of the wheel in gathering DB Plan-specific knowledge from the client and their representatives, and then explaining it all in detail to multiple resources and functions across the project team and beyond. The PBC’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.</p><p>The Senior Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The PBC is the go-to resource among the project team for all DB-specific matters. The PBC builds confidence with clients that Fidelity will operate their DB Plans accurately.</p><h3><strong>The Expertise You Have</strong></h3><ul><li><p>Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years</p></li><li><p>Strong analytical skills, attention to detail</p></li><li><p>Strong consultative skills, effective communication and interpersonal skills</p></li><li><p>Ability to move projects forwards, on time and on budget</p></li><li><p>Working understanding of pension laws and regulations</p></li><li><p>Actuarial designations (EA, ASA) a plus but not required</p></li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Proven DB experience having worked with a wide variety of DB Plans and features</p></li><li><p>Actuarial expertise</p></li><li><p>Ability to detail the mechanics of a DB plan in extensive, complete detail</p></li><li><p>Experience actively capturing information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</p></li><li><p>Ability to craft, set up, and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</p></li><li><p>Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes</p></li><li><p>Your experience problem solving, and finding solutions all parties can move forwards with</p></li><li><p>Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</p></li><li><p>Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</p></li><li><p>Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</p></li><li><p>Ability to detect and surface problems and obstacles and lead the team to resolution</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</p></li><li><p>Owning the discovery and learning of the mechanics of how the client’s DB Plans operate directly with clients and their representatives</p></li><li><p>Reading client plan documents, sample calculations, SPDs, valuation file specifications</p></li><li><p>Leading client review meetings and conference calls</p></li><li><p>Managing and driving issue resolution</p></li><li><p>Teaching the Fidelity project team the DB aspects they need to bring the new client Implementation or other DB project together</p></li><li><p>Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</p></li><li><p>Crafting a comprehensive test plan to ensure the computer is handling all possible DB participant situations correctly</p></li><li><p>Working with computer system developers to debug and certify the DB participant benefit calculations in their entirety</p></li><li><p>Working with computer data resources to validate the client participant data is correct and complete, and to identify any gaps</p></li><li><p>Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Analysis, Client Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Pension Benefit Consultant

<h3>Job Description:</h3><p>The Account Executive (AE) is a strategic sales leader responsible for driving new business growth in the Mid and Large Market Corporate Defined Contribution space. Covering a multi‑state territory( FL, SC, NC, VA, GA. DC), the AE develops deep advisor and consultant relationships, leads complex pursuits, and delivers tailored retirement plan solutions that help organizations and their employees achieve better financial outcomes.</p><p>This role requires a balance of strategic thinking, sophisticated consultative selling, disciplined execution, and the ability to influence key decision‑makers across long institutional sales cycles.</p><h3><strong>The Expertise We’re Seeking</strong></h3><ul><li>10+ years of institutional sales or senior client-facing experience</li><li>Proven sales success working with advisors, consultants, or intermediaries</li><li>Defined contribution expertise required</li><li>Experience engaging Mid / Large Market prospects ($50M–$250M in plan assets)</li><li>NASD Series 7 and 63 required</li><li>Bachelor’s degree required</li><li>Willingness to travel ~40%</li></ul><h3><strong>The Purpose of Your Role</strong></h3><p>As a senior institutional sales executive, you will lead acquisition efforts with defined contribution plan sponsors through influential advisor and consultant relationships. You will guide pursuit teams, orchestrate internal partners, and position Fidelity’s capabilities to win new plans, assets, and multi-product relationships. Your work directly fuels the organization's long-term growth strategy.</p><h3><strong>The Skills You Bring</strong></h3><ul><li>Ability to quickly diagnose prospect needs and translate them into compelling strategies and solutions</li><li>Exceptional critical listening, discovery, and communication skills</li><li>Relationship selling expertise with advisors and consultants</li><li>Ability to successfully manage a complex, multi-stage institutional sale (typically 2+ months)</li><li>Strong fee and contract negotiation capabilities</li><li>Ability to analyze plan design, operations, and investments to create tailored recommendations</li><li>Mastery of the RFP process and finalist presentations</li><li>Ability to prioritize, manage time, and coordinate multiple efforts in a fast-paced environment</li><li>Deep product and service knowledge across the DC landscape</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Full-service recordkeeping sales and growth of AUA/AUM</li><li>Multi-product sales across the WI portfolio</li><li>Development and execution of winning deal strategies</li><li>Creative thinking that differentiates Fidelity in a competitive market</li><li>Textbook preparation for Real Deal Prep, finals meetings, and post-finals advancement</li><li>Rigorous territory coverage and pipeline activity (meetings, calls, emails, LinkedIn engagement)</li><li>Accurate Salesforce.com forecasting and reporting</li><li>Strengthening advisor and consultant relationships that influence both new business and retention</li><li>Effective collaboration and leadership of internal partners across product, pricing, finance, and implementation</li><li>Seamless hand-offs to ensure successful onboarding</li><li>Full adherence to risk, compliance, pricing, and FINRA requirements</li></ul><h3><strong>How Your Work Impacts the Organization</strong></h3><p>Your success translates directly into new clients, new assets, and expanded product penetration—fueling Fidelity’s growth and strengthening our market position. In addition to acquiring new plans, you play a critical role in helping retain existing clients affected by mergers and organizational transitions. As the face of Fidelity in your territory, you set the tone for client confidence, advisor advocacy, and long-term relationship value.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President, Account Executive- 401K/Retirement Sales

<h3>Job Description:</h3><p><strong>Principal Business Analyst, Digital Solutions</strong></p><p>The Role</p><p>Within Fidelity, our Digital Solutions Business Analysts are pivotal in partnering with business sponsors, co-leading key initiatives and translating customer and business needs into actionable solutions that deliver tangible value for our customers across digital experiences. This analyst will play a key role in Digital Channels Governance, ensuring consistent customer experiences across web and mobile applications &amp; delivering value to our customers and business through governance and standards by:</p><ul><li><p>Understanding how the customer interacts with Fidelity’s digital experiences and the tasks they need to complete.</p></li><li><p>Facilitating Channel Governance forums to ensure adherence to standards and alignment across stakeholders.</p></li><li><p>Partnering with teams to improve messaging creation and governance processes across Fidelity.com and Flagship Mobile.</p></li><li><p>Collaborating with cross-functional teams to drive impact, consistency, and scale across digital experiences.</p></li></ul><p><strong>The Expertise and Skills you Bring</strong></p><ul><li><p>Bachelor's degree required.</p></li><li><p>8+ years of business analysis experience (or Masters with 6+ years of experience), including experience with successful development and delivery of digital solutions.</p></li><li><p>Experience in digital product management, governance processes, experimentation, and applying data-driven outcomes.</p></li><li><p>Ability to communicate and collaborate effectively across multiple teams and stakeholders to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</p></li><li><p>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making.</p></li><li><p>Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information.</p></li><li><p>Familiarity with digital adoption platforms (e.g. Pendo) preferred.</p></li><li><p>Familiarity with tools like JIRA, Confluence for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams.</p></li></ul><p><strong>The Team</strong></p><p>Digital Solutions members are passionate about bringing together people, process, and technology to serve our growing customer base. DS&amp;S members share a set of core product management and analytical skills, along with differentiating skills that are suited to the product to which they are aligned. This role will support the Digital Channels Governance mission to empower teams to create consistent customer experiences across web and mobile that align to business priorities, ensure adherence to standards, and promote efficiency and scale by leveraging reuse! As a member of the Digital Solutions team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to improve your skills and expand.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>Company Overview</strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Principal Business Analyst, Digital Solutions

<h3></h3><h3>Job Description:</h3><p>The Director, Product Leader for Fidelity Institutional (FI) Common Authorization and Identity Services is accountable for defining and executing the vision, strategy, and roadmap for FI’s common identity and authorization solutions in support of our institutional and intermediary businesses. This role ensures alignment with enterprise objectives while delivering secure, scalable, and innovative products that meet client and stakeholder needs. Acting as the voice of the customer, the Director anticipates and prioritizes requirements, translating strategic objectives into actionable plans that enable seamless authentication and authorization experiences across platforms.</p><p>This position owns the full product lifecycle, including roadmap development, requirements definition, prioritization, release planning, and performance tracking against key metrics. The Product Leader drives cross-functional collaboration to resolve dependencies, make informed trade-offs, and ensure timely delivery of high-quality solutions. Responsibilities include monitoring progress, reporting, removing obstacles, and maintaining compliance with legal, regulatory, and risk standards. The role also engages with customers and business partners to gather insights, validate functionality, and communicate updates, ensuring that products deliver measurable business value.</p><p>As a senior leader, the Product Leader will coach and mentor engineer teams, fostering a culture of innovation, accountability, and continuous improvement. This includes guiding professional growth, providing feedback, and collaborating with functional leaders on hiring and training initiatives. Success will be measured by the ability to deliver solutions aligned with business priorities, manage inter-program dependencies, maintain a multi-year roadmap, and drive cross-functional alignment. The role demands both strategic and tactical thinking, data-driven decision-making, and the ability to lead through influence in a complex, matrixed organization.</p><p>Experience with security, fraud prevention, data platforms, and authorization services is highly desirable. Familiarity with financial domains such as CRM sales enablement, intermediary and international businesses, and securities trading is a plus. A commitment to continuous learning and applying the latest thinking to empower others is essential.</p><p>Fidelity Institutional delivers investment, trading, and technology solutions to institutional clients, including registered investment advisors, broker-dealers, and institutional investors. Our offerings include proprietary investment products—such as alternative investments and active ETFs—distributed through platforms like FundsNetwork and Wealth Advisor Solutions. We also provide institutional-grade equity and fixed income trading platforms, prime brokerage, and securities lending services, all supported by robust data and analytics.</p><p><strong>The Expertise You Have </strong></p><ul><li>Education – BS or MS required</li><li>10+ years of experience in technology development, solution delivery, and strategic leadership.</li><li>Experience with identity and authorization services, security, fraud prevention, and data platforms.</li><li>Familiarity with reference data platforms, master data management, data movement, data quality, and data integration.</li><li>Proven ability to translate strategic objectives into actionable plans, prioritize effectively, and maximize business value.</li><li>Skilled in leading through influence within complex, matrixed organizations and building high-performing teams.</li><li>Demonstrated success in fostering cross-functional collaboration and driving alignment across business units.</li><li>Expertise in creating and maintaining multi-year technology and capability roadmaps, managing complex dependencies, and ensuring alignment with enterprise objectives.</li><li>Committed to continuous improvement and modeling a culture of learning, innovation, and intellectual curiosity.</li><li>Understanding of enterprise technology standards and ability to ensure compliance with legal, regulatory, and risk requirements.</li><li>Knowledge of financial domains such as CRM sales enablement, intermediary and international businesses, and securities trading.</li><li>Analytical skills with a data-driven approach to decision-making and strategic trade-off analysis.</li><li>Strong communication, interpersonal, and relationship-building skills to engage and influence at all organizational levels.</li><li>Ability to balance technology and business priorities to deliver practical, scalable, customer-focused solutions.</li><li>Commitment to continuous learning and applying the latest thinking to empower teams and drive innovation.</li></ul><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Product Management

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

Investment Consultant - San Antonio, TX

<h3>Job Description:</h3><p><strong>Senior Client Experience Account Manager</strong></p><p><strong>The Role </strong></p><p>The Senior Client Experience Account Manager is a dedicated service professional who provides superior service while driving ideal behavior from ultra-high net worth donors and strategic advisor firms, the most complex relationships within Fidelity Charitable. Each CXAM owns a book of business and facilitates donor and advisor interactions via phone and email, consulting on a broad range of program offerings and service topics. The CXAM support associates as they financial transactions and respond to inquiries from Fidelity Charitable Private Donor Group donors, advisors, and non-profits, while ensuring high quality. The CXAM also partners with a Private Donor Group Philanthropic Strategist in order to fulfill requests from Private Donor Group donors.</p><h3><strong>Principal Software Engineer</strong></h3><p><strong>The Role</strong></p><p>Fidelity Charitable is looking for a tech lead to help design and develop secure solutions that enable our customers to accomplish their philanthropic goals. As a principal engineer in Fidelity Charitable you will be responsible for leading a team of engineers through the design, development, and release coordination of new and enhanced features.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Interest in leading a team of developers by mentoring teammates, resolving open blockers, and highlighting risks.</p></li><li><p>Knowledge of software development best practices.</p></li><li><p>Experience working across internal and external teams, and you are motivated to level up your impact.</p></li><li><p>Creating responsive front ends using Angular and NgRx</p></li><li><p>Designing secure RESTful APIs using Spring Boot, OAuth, and Hibernate</p></li><li><p>Triaging complex issues though the analysis of logs, monitors, documentation, and sequence diagrams</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelors degree</li><li>Minimum Experience: 5 years of customer service, sales, service operations or UHNW background required. Experience in the financial services industry, specifically brokerage or investments preferred but not required.</li><li>Ability to maintain successful working relationships with business partners, teammates, and clientele.</li><li>High sense of urgency and understanding when to escalate to solve issues.</li><li>Strong and efficient verbal and written communication skills.</li><li>Problem solving skills and excellent follow through.</li><li>Strong organizational skills, project management, planning, and time management.</li><li>Superior decision-making skills and the ability to operate with a high level of autonomy, makes decisions with minimal oversight that impact donor and advisor.</li><li>The Client Experience Account Manager role is designed to be the point person for complicated service interactions</li><li>Learning and maintaining an intricate knowledge of industry and regulatory standards ensures that appropriate expectations can be set with key firms and donors.</li><li>Supporting efforts of proactive education to advisor firm POCs for dissemination to their clients.</li><li>Anticipating challenges and overcoming them with creative thinking.</li></ul><p><strong>The Team</strong></p><p>The Client Experience Account Manager is responsible for interacting with all the business units found in Fidelity Charitable. They are working constantly to find solutions for the donors or firms in their book of business and in doing so will help facilitate contributions and grants in the million and sometimes billion-dollar range. This role is responsible for driving client behavior to increase use of online tools to improve straight through process of Premium Service client interactions. The PSAM optimizes the client experience to drive high satisfaction, quality, and efficiency for the donors, advisors, corporate clients, and Fidelity Charitable.</p><p><strong>Company Overview </strong></p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Client Experience Account Manager

<h3>Job Description:</h3><p><strong>Job Title</strong><em>Audit Senior Manager</em> </p><p><strong>The Role</strong> </p><p>Are you looking for a position to grow your business and auditing skills, expand your knowledge of Fidelity’s Asset Management business, 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 Manager, 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><p>BA/BS in Accounting, Finance, or related field of study. </p></li></ul><ul><li><p>Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. </p></li></ul><ul><li><p>7-10 years of external and internal audit or related experience, preferably in financial services. </p></li></ul><ul><li><p>Asset management, managed accounts, and/or associated middle and back office experience is a plus. </p></li></ul><ul><li><p>In-depth knowledge of audit practices, tools, techniques, concepts, and trends </p></li></ul><ul><li><p>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. </p></li></ul><ul><li><p>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </p></li></ul><ul><li><p>Strong problem solving and analytical skills. </p></li></ul><ul><li><p>Commitment to innovative, collaborative, and digital working style. </p></li></ul><ul><li><p>Strong presentation, written, and interpersonal communication skills. </p></li></ul><ul><li><p>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </p></li></ul><ul><li><p>Knowledge in IT general controls is a plus. </p></li></ul><p><strong>The Team</strong> </p><p>The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s asset management, managed accounts, and other businesses. 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><p>Works with business and technology management to build an understanding of complex functions. </p></li></ul><ul><li><p>Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function. </p></li></ul><ul><li><p>Leverages audit automation tools in the evaluation of business operations and systems. </p></li></ul><ul><li><p>Performs and reviews audit test work including organizing and analyzing data, testing controls, and documenting results. </p></li></ul><ul><li><p>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </p></li></ul><ul><li><p>Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole. </p></li></ul><ul><li><p>Coaches and mentors Analysts and Senior Analysts on the team. </p></li></ul><ul><li><p>Builds deep working relationships with audit teams and clients. </p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Audit<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Audit Senior Manager

<h3></h3><h3>Job Description:</h3><p><strong>Analyst, Fidelity Consulting </strong></p><p><strong>The Role </strong></p><p>As an Analyst, you will provide your expertise meaningfully to projects that seek to tackle Fidelity’s most pressing business challenges. You will: deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation, all while working reciprocally in a team setting. In addition to project work, you will be given opportunity to partake in independent or small group projects to develop creative new ideas for Fidelity.</p><p><strong>The Expertise &amp; Skills you bring </strong></p><ul><li><p>You hold a bachelor’s degree</p></li><li><p>You have 2-3 years of work experience; prior management consulting, strategy, financial services or similar experience preferred</p></li><li><p>Experience with team project work, general management, and/or analytics and conceptual problem solving</p></li><li><p>Analytically minded with strong written and verbal communication skills</p></li><li><p>The expert ability to create business insights and participate in all-star teams</p></li><li><p>You have strong research and problem-solving skills, including the ability to synthesize findings and develop practical, concrete recommendations</p></li><li><p>You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations</p></li><li><p>Your intellectual curiosity and tenacity to develop creative approaches to problem solving</p></li><li><p>You have a strong attention to detail and comfort with ambiguity</p></li><li><p>You possess a can-do attitude and eagerness to learn</p></li><li><p>You have proven experience working on consulting teams to address business challenges for clients / business partners, or experience in an analytic role in the Financial Services industry</p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p><strong>The Team</strong></p><p>Fidelity Consulting (FC) consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.</p>The base salary range for this position is $60,000-115,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Program/Project Management

860 Project Management / Professional Services Jobs