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<h3>Job Description:</h3>The RoleAre you a self-starter and committed to delivering results that delight customers with outstanding customer solutions?We are seeking someone who enjoys working with internal and external teams to deliver outstanding Cash Management products and services! The associate will focus in the Cash and Money Movement Product Area within the Payments/Cash Management Squad, part of the Business Enablement Chapter.Responsibilities of the job will include the following:<ul><li>Working on key initiatives related to modernizing the experience and innovating new mobile experiences related to cash and payments.</li><li>Active participation in defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements</li><li>Participating in and leading readiness and rollout activities related to production releases</li><li>Performing business testing focused on new functionality, operational processes, and end user experience</li><li>Implementing, measuring, and utilizing metrics &amp; data to aid in identifying enhancement and improvement opportunities</li><li>Participating in the prioritization of the squad work (in partnership with Squad Leader &amp; Scrum Master) to deliver value based on an understanding of business and system needs</li><li>Helping to conduct key research and analysis to prioritize squad work</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree with minimum of 6-10 years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with cash management and/or card experience is a plus</li><li>Familiarity with Agile process &amp; tools including possessing good story-writing skills. Synthesizing requirements and business needs into full Agile stories</li><li>Has a strong affinity for business and systems analysis, data analysis, and system &amp; process improvement work. Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends</li><li>Embrace working within a team of associates with a diverse skill set, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners</li><li>Proven experience in product management, project management, analysis, and process improvement</li><li>Possesses the ability to work &amp; act independently, multi-task, influence others, and maintain a positive can-do demeanor. Tight-knit collaboration, communications, organization, and presentation abilities</li><li>Possesses strong skills in JIRA, Miro, PowerPoint, and Excel</li></ul>The TeamFidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Director/Consultant, Cash Management/Business Enablement

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a NPO Outreach Specialist to work in Westlake, TX or Salt Lake City, UT. The Role The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li></ul> <ul> <li>Strong and effective verbal and written communication skills </li></ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li></ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li></ul> <ul> <li>Demonstrates strong problem-solving skills </li></ul> <ul> <li>Ability to work under pressure and within tight deadlines </li></ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li></ul> <ul> <li>Technical proficiency </li></ul> <ul> <li>Ability to meet overtime commitments </li></ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li></ul> <ul> <li>Proficiency with Microsoft Office applications required </li></ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li></ul> ? The Team The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. Company Overview Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to?grow the American tradition of philanthropy?by providing programs that make charitable giving accessible, simple, and effective.

Fidelity TalentSource

NPO Outreach Specialist

<h3>Job Description:</h3>Do you excel at helping clients to solve challenging issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective data quality solutions regarding their benefit programs.The TeamThe Fidelity Workplace Consulting Group is composed of over 300 professionals who advise clients on the management of their domestic benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle. Consultants perform the role of project manager managing a team of resources to deliver the timely and accurate completion of these efforts that achieve margin goals.The Expertise You Have <ul><li>Bachelor’s degree minimum, MBA degree a plus</li><li>5-8 years in project management, consulting, total benefits outsourcing administration and/or new business implementation</li><li>Defined Benefit implementation experience strongly preferred</li></ul>The Skills You Bring <ul><li>You understand defined benefit plans </li><li>You have demonstrated experience in recommending administrative, benefits process and/or designs that align to outsourcing product/services solutions</li><li>You have exceptional project management skills</li><li>You have a proven ability to manage a variety of sized, client facing program/project teams to successful completion</li><li>You excel at navigating and managing client and/or vendor relationships successfully</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver <ul><li>Preparing project material including execution of analytical efforts to support key points and delivery (i.e., actively lead client meetings)</li><li>Proactively monitoring progress of projects, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project</li><li>Identifying, validating, and recommending changes to process designs (client, vendor, internal) that improve data quality current state and ongoing maintenance</li><li>Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected</li><li>​Building and maintaining successful relationships with clients, vendors, internal partners</li></ul><h3>Certifications:</h3><h3>Category:</h3>ConsultingFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Data Consultant, Defined Benefit Project Manager

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

Account Opening Specialist

<h3>Job Description:</h3>The RoleFidelity Workplace Investing’s Tax-Exempt (TEM) Delivery Team is seeking an enthusiastic product leader with a passion for engaging partners across Workplace Investing, Brokerage, Wealth, and Fidelity Institutional. As a TEM Planner Enablement Squad Leader, you will provide product leadership and partner with Chapter Leaders (CL) and business partners to deliver on committed outcomes. You will work with the scrum team to execute delivery of our TEM Planner Enablement capabilities and releases aligned to the integrated product roadmap.​ Working with partners throughout and beyond TEM, you’ll ensure our TEM Products deliver on the future needs of our customers. The role reports to the Group Squad Leader (GSL), TEM DeliveryThe Planner Enablement Delivery Team supports the Fidelity associates responsible helping to serve the financial futures of those who serve others. The Value You Deliver<ul><li>Responsible for proactive research, analysis and recommendation of new &amp; existing feature opportunities that align to the TEM product strategies to be shared with GSL and Commercialization for consideration</li><li>Foster a culture of trust and innovation</li><li>Maintain alignment with key business partners and stakeholders thru transparent communication</li><li>Leverage product management discipline and technical acumen to execute product backlog</li><li>Demonstrate strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features</li><li>Drive continuous delivery of Epics &amp; Stories, aligned to Sub-Initiatives that have been prioritized</li><li>Ensure delivery outputs deliver value to the business</li></ul>The Team TEM provides retirement plan services to benefit leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges &amp; universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developersYou work in partnership with the TEM Learning Experience Squad Leader as well as with the TEM Group Squad Leader and Commercialization Leader, other Squad Leaders, Scrum Master and various Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity, agile practices, service-oriented leadership behaviors, you sustain and evolve our innovative culture.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required with 10+ years of professional experience; financial services preferred</li><li>Possesses strong technical aptitude and/or background (has supported a technical product for 3+ years), Salesforce experience required</li><li>Demonstrates strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features.​ Has strong understanding of the technology ecosystem (standards, practices, processes &amp; tools)</li><li>Proven success in<ul><li>delivering customer value in a highly complex and fast paced environment</li><li>leading team directly or indirectly</li><li>working and building partnerships in a highly matrixed, cross-functional environment with collaboration and building strong internal and external business partnerships</li><li>defining and launching products and services from concept to scale in market using Agile methodology practices/ceremonies processes and tools</li></ul></li><li>Proven track record of developing, executing and managing digital products and platforms</li><li>Adept at synthesizing quantitative data and qualitative feedback, using a data-focused approach to understanding customer needs, translating strategic goals into action, and prioritize to improve value delivered </li><li>Ability to handle multiple, sometimes conflicting priorities, balancing the needs of TEM and key partners </li><li>Skilled at influencing, and motivating colleagues without formal authority, and have a track record of building successful teams </li><li>You understand and have the skills for working across various technology platforms </li><li>Excellent presentation skills as well as solid written and verbal communication skills; ability to synthesize and articulate complex to simple </li><li>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </li><li>You are skilled at running a highly diverse, non-co-located agile team </li></ul><ul><li>Possess comfort with uncertainty – thing critically and make informed decisions when information is scarce </li></ul><ul><li>Proven time management and organizational skills; able to balance multiple competing priorities </li></ul><ul><li>Excellent critical thinking, analytical and problem-solving skills </li></ul><ul><li>Ability to clearly articulate product vision and features </li></ul><ul><li>Innovative thinking and thoughtful risk taking to get the work done better and faster </li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Squad Leader, TEM Planner Enablement

<h3>Job Description:</h3><h3>The Role</h3>The Sr. Charitable Solutions Consultant role is critical in accomplishing the fundraising and distribution goals of increasing contributions and new accounts by building new relationships and managing existing relationships across the Fidelity Wealth Organization. Providing charitable planning support, education and Donor Advised Fund subject matter expertise to Fidelity Wealth Advisors and their clients.Note: Fidelity is not providing immigration sponsorship for this position<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree</li><li>Solid understanding of the financial advisor industry and financial planning experience</li><li>Fundraising, sales, or relationship management experience is helpful.</li><li>Consistent track record of being intellectually curious and driven to constantly improve.</li><li>A dynamic personality with a high level of passion and motivation to achieve goals.</li><li>High ability to learn new insights and skills quickly while constantly adapting to new situations.</li><li>Dedication to constant self-improvement and exhibit a competitive drive.</li><li>Comfortable making outbound phone calls to influence financial advisors on the impact of donor advised funds and the importance of charitable planning.</li><li>A competitive drive and resiliency to achieve your goals.</li><li>Proven track record to continuously uncover new prospects and opportunities.</li><li>Effective time management skills to balance deal work, proactive fundraising activity, various campaigns, and personal development.</li><li>Motivated toward success, willing to demonstrate ownership and committed to achieving substantial goals.</li><li>Expert in the consultative selling approach to better understand the needs of the advisors.</li><li>Ability to build positive relationships with advisors in order to influence and exceed fundraising goals.</li></ul><h3>The Team</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising and Distribution.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Charitable Solutions Consultant

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX! <h3>The Role</h3> The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client’s requests received through various channels. You will not be responsible for handling inbound client phone calls <h3>The Expertise and Skills You Bring</h3> <ul> <li>Bachelor’s degree OR equivalent work experience. </li><li>Financial services experience helpful and preferred. </li><li>1-2 years of experience in a customer service environment or transaction processing. </li><li>You have an outstanding ability to use your time effectively and are well organized </li><li>You have a strong analytical ability with great attention for detail </li><li>Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately </li><li>Your robust verbal and written communication skills, and interpersonal skills </li><li>Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes </li><li>You’re able to be flexible and calmly adapt to new changes </li><li>Your ability to receive and implement feedback in a prompt manner </li></ul> <h3>The Team</h3> The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features. <h3>COVID Work Policy</h3> Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role. <h3>Dynamic Working – Post Pandemic</h3> Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Brokerage Operations Representative

<h4>Description</h4>As a Senior Business Analyst, you will join a team of passionate Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad.<h4>The Expertise and Skills</h4><ul><li>Education </li><li>BS or BA Required </li><li>Experience: </li><li>5 – 7 years of Business Analysis experience required </li><li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li><li>The ability to critically analyze sophisticated business requirements/product issues </li><li>Demonstrable understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories </li><li>Ability to function at a high level in an exciting Agile work environment </li><li>Deep technical skills and an ability to apply them in an analytical process </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure </li><li>Advanced skills in MS Word, MS Excel, and MS Access </li></ul><h4>The Value You Deliver</h4><ul><li>Partner with the Scrum Leader/Squad Leader to understand the goals and the work for each sprint </li><li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities </li><li>Perform root cause analysis when issues arise before and after code migrations </li><li>Assist with training, mentoring and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad </li></ul>

Business Analyst

<h3>Job Description:</h3>Do you want to join a team committed to developing and supporting Archer, which is our next generation governance, risk, and compliance (GRC) platform? Corporate Risk is seeking a passionate and hardworking professional to join the team! You will be accountable for maintaining GRC platform as well as responsible for managing a dedicated team of Risk Professionals/Business Analysts supporting the implementation and adoption of this GRC platform to a broad set of businesses across Fidelity.The ability to build effective working relationships with business leaders to champion support of the GRC platform implementation, enhancements and related initiatives, strong influence and change management skills are key elements to success in the position. You will personify the Fidelity Leadership Principle Thinks and Works across Fidelity by collaborating with multiple BUs, Risk and Compliance groups.Vice President, RiskWe are in our journey to continue to develop and mature a next generation, best in class, GRC platform to facilitate risk and compliance business process, data storage, analytics, and reporting. This position is accountable for maintaining relationships with business experts, leading the timely execution of various enhancements to existing use cases, and facilitating the ongoing system maintenance.The Expertise You Have<ul><li>Risk and/or compliance management experience for large financial organizations</li><li>Ideally 12+ years of experience using, implementing and managing Archer or other large GRC platforms in a financial services environment</li><li>Managed large risk/compliance transformation or technology enablement programs</li><li>Bachelors’ Degree or equivalent</li><li>Strong problem solving, analytical, and project management skills</li><li>Demonstrated ability to lead working groups and maintain collaborative, working relationships internally with business partners</li><li>Demonstrated ability as an effective people manager</li><li>Thrive in a dynamic organization where priorities shift to respond to business</li></ul>The Skills You Bring<ul><li>You have in-depth knowledge and expertise of Archer or other large GRC platform</li><li>You are accountable for delivering high quality results in an accurate and timely manner</li><li>You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes</li><li>You are an excellent communicator with strong executive presence</li><li>You have strong influence and negotiation skills</li></ul>The Value You Deliver<ul><li>Manage the full lifecycle of application development (e.g., requirements gathering, testing, data conversion) while providing Archer product/business process expertise to ensure long-term program success</li><li>Manage a process to facilitate the ongoing maintenance (e.g., enhancements, problems)</li><li>Provide ongoing Archer expertise and support</li><li>Lead and provide guidance to the business analysts on the team</li><li>Drive continuous improvement of users GRC experience, configuration, effective risk lifecycle management and business process engineering efforts</li><li>Play an impactful role as part of the risk management organization</li></ul>The base salary range for this position is $123,000-$207,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Risk

Vice President, Risk

<h3>Job Description:</h3>The Role As a Plan Consultant (PC), we draft and execute Fidelity’s Pre-Approved Plan Document. We interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity. We also complete the contract (Service Agreement) between the client and Fidelity. During this process, the PC may need to negotiate the contract language.<ul><li>Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes.</li><li>Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.</li><li>Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement</li><li>Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.</li><li>Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.</li><li>Negotiate service exceptions including modifications to the terms of the contract (Service Agreement).</li><li>Sign documents on behalf of FMTC and Fidelity Workplace Services.</li><li>Participate in process improvement and companywide initiatives.</li></ul>The Expertise and Skills You Bring <ul><li>Previous Defined Contribution retirement plan experience preferred.</li><li>Strong understanding of ERISA and regulatory issues especially related to 401(k)/403(b) plans.</li><li>College Degree or equivalent experience preferred.</li><li>CPA, CEBS, ERPA or ASPPA designation(s), a plus.</li><li>Strong contract negotiation skills: ability to articulate a point of view in a compelling &amp; succinct manner</li><li>Excellent written and verbal communication skills</li><li>Application knowledge: Microsoft Office, Zoom, Microsoft Teams, Salesforce, Plan Central, XTRAC</li><li>Ability to handle multiple projects at one time, applying proper time management skills and using good judgment to figure out the order of task completion</li><li>Demonstrated problem solving and client management abilities</li><li>Possess the ability to apply learning and comprehend and explain technical concepts</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamWe are part of the Workplace Investing Implementation group. We work on conversions and corporate actions for plans in all market segments using the Fidelity Pre-Approved Plan Document. We work directly with employers, consultants, advisors, attorneys, and internal business partners. Our success mitigates risk for the client and Fidelity.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

64 Project Management / Professional Services Jobs in Lewisville, TX, USA