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<h3>Job Description:</h3><p><strong>The Role </strong></p><p>Are you looking for an exciting and challenging client facing role where you get to engage and establish a relationship with Plan Sponsors day in and day out? Do you like to learn new things and think creatively? Fidelity's Testing &amp; Reporting Services (TRS) team is seeking an experienced defined contribution compliance professional. This position acts as the primary contact for all Nondiscrimination Testing (NDT) and Form 5500 related services, encompassing client engagement, education, and consultation for NDT, Form 5500, PYES, and other special testing services.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree or equivalent is required – preferably in Math, Finance, Accounting, Business or other related field</p></li><li><p>Defined Contribution client service experience required including consultation, ability to handle intensified issues, provide sales support and assist in implementing services</p></li><li><p>ASPPA credentials (a plus)</p></li><li><p>Excellent oral and written communication skills explaining sophisticated regulatory topics with any audience, tailoring delivery to the audience</p></li><li><p>Leading the client experience and collaborating to gain consensus</p></li><li><p>Strong ability to balance and prioritize client work, internal project work, and other responsibilities</p></li><li><p>Strong organizational skills and ability to supervise at-risk client relationships</p></li><li><p>Research topics independently and deliver solutions on complex regulatory issues</p></li><li><p>Contribute to thought leadership while leading and driving initiatives across the department and organization</p></li><li><p>Work with multiple levels of Fidelity and possess good presentation skills</p></li><li><p>Assist with plan design discussions, implementation review and explore process improvements</p></li><li><p>Educating clients regarding their plan’s test results</p></li><li><p>Set proper expectations for new clients, plan sponsor contacts, and internal business partners</p></li><li><p>Lead the testing service team to find solutions when complex issues or errors arise</p></li><li><p>Build the confidence of clients in Fidelity’s services by offering solutions to test failures</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>TRS handles Plan Year End Summary Reporting, Annual Compliance Testing, Form 5500 completion, and Audit Support for the plan’s year-end audit. We (the Compliance Consultants) initiate and maintain the relationship between the Plan Sponsor and TRS. TRS collaborates with various groups within Fidelity, including Managing Directors, Client Service Managers, Client Service Administrators, Implementation, Money Out, Transaction Processing, and Fidelity’s Workplace Consulting, to ensure smooth year-end testing and processing.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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

401K Compliance Plan Manager

<h3>Job Description:</h3><p><strong>Sr. Manager, Brokerage Risk</strong></p><p>The Brokerage Risk team advises Fidelity’s dynamic individual investor businesses building lifetime relationships with self-directed clients and helping them save and invest. As an integral member of the team, you will be responsible for supporting critical components of our risk program including risk assessments, incident and issue management, and key risk initiatives. The Brokerage Risk team covers a wide array of brokerage services including digital products, trading and margin, core brokerage operations, and client services.</p><p><strong>The Expectations for this Role</strong> </p><ul><li>Advise new product, business and senior leadership on operational risks and risk mitigation strategies.</li></ul><ul><li>Proactively lead risk assessments to identify, assess, and monitor operational risks and control gaps. Partner closely with business leads to develop remediation action plans. </li></ul><ul><li>Develop and track business unit key risk indicators to monitor operational risk profiles. </li></ul><ul><li>Coordinate risk initiatives with other second-line-of-defense leaders and functions to optimize cross-functional effectiveness. </li></ul><ul><li>Collaborate with legal, risk, and compliance across the organization to identify emerging risks and opportunities. </li></ul><ul><li>Timely investigation of incidents, determine root cause, and advise on corrective actions. </li></ul><ul><li>Build effective working relationships with business leaders and cross-functional partners. </li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li>6-8+ years of risk, compliance, legal, or audit experience at financial services institutions, e.g., asset managers, banks, regulatory agencies.</li></ul><ul><li>Experience with brokerage products and services, brokerage operations, or client service operations – including familiarity with regulatory requirements.</li></ul><ul><li>Strong judgment and analytical skills – you will need to excel at quickly analyzing complex risk and business issues in a variety of substantive areas.</li></ul><ul><li>Knowledge of risk frameworks, risk classifications, and experience in conducting risk assessments.</li></ul><ul><li>Proficiency in power point and excel and ability to deliver engaging and persuasive presentations and reporting to management.</li></ul><ul><li>Experience with Archer GRC or any industry GRC tool.</li></ul><ul><li>Bachelor’s degree</li></ul><p><strong>Behavioral Attributes</strong> </p><ul><li>Independent worker with a bias to action and ability to deliver and drive outcomes with minimal guidance in a fast-paced, distributed, and complex environment. </li></ul><ul><li>Building and maintaining effective working relationships across businesses and support functions is critical to the success of this role. </li></ul><ul><li>Demonstrates exceptional attention to detail and communications skills (verbal and written) </li></ul><ul><li>Balances pace over perfection and able to support multiple projects and committees. </li></ul><p><strong>The Team</strong></p><p>Brokerage Risk supports the retail distribution arm of Fidelity Investments focused on enabling self-directed customers to achieve their financial goals. Brokerage Risk is a dedicated team of risk professionals who partner directly with business leaders and cross-functional partners to ensure comprehensive risk management throughout the brokerage businesses – from the frontline to executive leadership. As part of this team, you will help deliver risk advisory support on major firm initiatives and new products and services that directly impact more than 18 million self-directed investors.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p>The base salary range for this position is $89,000-180,000 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>Risk

Senior Manager, Brokerage Risk

<h3>Job Description:</h3><p><strong>Role</strong></p><p>The Select Market Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Select Market corporate client relationships! Primary responsibility is the effective leadership of approximately 10 Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 100+ corporate client relationships with over 500,000 individual participants and approximately $75-100B in assets under administration. The SVP, Group Manager is responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health &amp; Welfare administration), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings (ex: Student Debt, Workplace Giving).</p><p><strong>CANDIDATE MAY BE LOCATED IN ANY EASTERN OR CENTRAL REGIONAL LOCATION</strong></p><p>This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, CHRO, SVP of HR) of existing and prospective customers. Effectiveness in the role requires superior executive presence, benefits and financial services acumen, and consultative sales skills. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business in order to maximize business results. Focus areas include client retention and loyalty, revenue growth, product and services adoption and relationship risk mitigation strategies. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.</p><p><strong>Expertise and Skills you Bring.</strong></p><ul><li><p>Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.</p></li><li><p>Provide focused leadership, motivation, and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.</p></li><li><p>Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity.</p></li><li><p>Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.</p></li><li><p>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement.</p></li><li><p>Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and Rebid AE on all retention activities.</p></li><li><p>Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.</p></li><li><p>Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</p></li><li><p>Develop and maintain strong relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.</p></li><li><p>Serve as Executive Sponsor for key client relationships including largest clients, clients with significant service escalations and clients requiring uptiering relationships based on risk mitigation plans.</p></li><li><p>Serve as functional liaison for the Select Market relationship management team effectively representing client and organizational interests with senior leaders across Fidelity.</p></li><li><p>In cooperation with SVP, Select Market Segment Lead, develop strategy and goals for the organization that produce year-over-year profitability.</p></li><li><p>Identify personal development objectives with each MD and support execution of plans to continually build competencies and skill sets to deliver outstanding business results.</p></li><li><p>Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.</p></li><li><p>Coach and mentor to provide continued career development and evaluate performance.</p></li><li><p>Provide leadership to build an empowered, diverse and inclusive team and segment culture.</p></li><li><p>Work in cooperation with staffing organization to develop desired proficiencies and experience to acquire the best and brightest talent for the organization and maintain.</p></li><li><p>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</p></li><li><p>Ensure that team is compliant with all appropriate rules and regulatory requirements.</p></li><li><p>College degree required.</p></li><li><p>MBA or other advanced degree preferred.</p></li><li><p>Institutional client management and growth experience required.</p></li><li><p>Minimum of 5 years management experience required.</p></li><li><p>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</p></li><li><p>Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.</p></li><li><p>Proven ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses.</p></li><li><p>Strong revenue management and overall financial acumen.</p></li><li><p>Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.</p></li><li><p>Tangible competitive spirit with determination and motivation to win.</p></li><li><p>Proven leadership, coaching, and career developments skills with a mix of tenured and new professional MDs.</p></li><li><p>Demonstrated consultative sales skills.</p></li><li><p>Expert presentation, meeting management, and communication skills</p></li></ul><p>Team</p><p>We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.</p><h3>Certifications:</h3><h3>Category:</h3>Relationship 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>

SVP, Group Manager Relationship Management

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>As part of the Product organization, the Program and Strategy Manager is responsible for delivering quality solutions by supporting the successful planning, execution, and delivery of initiatives while ensuring consistency with Product strategy, commitments, and goals. </p><p>The Program and Strategy Manager works in conjunction with Stock Plan Leaders at the portfolio and program level to coordinate initiatives by providing oversight from initial assessment through solution launch with an emphasis on business readiness activities. This role will be primarily focused on supporting leadership by developing and driving critical SPS projects and deliverables aligned with the organization’s long-term strategic vision. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>5- 7 years of related project management experience in financial services and/or strategy consulting </p></li></ul><ul><li><p>Bachelor’s degree required </p></li></ul><ul><li><p>Robust analytical thinking and a creative approach to tackling strategic business issues. </p></li></ul><ul><li><p>Ability to manage sophisticated projects across teams, and exercise influence and autonomy amidst shifting priorities and timelines. </p></li></ul><ul><li><p>Proficiency in verbal / written communication and comfort with presentation tools, including the Microsoft Office suite and ThinkCell, Tableau or PowerBI. </p></li></ul><ul><li><p>Willingness to learn and adapt quickly; to offer and accept feedback. </p></li></ul><ul><li><p>Knowledge of Fidelity could be meaningful for navigating organization and achieving goals. </p></li></ul><p>​<strong>The Team</strong> </p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and enhancements to existing products.</p><p><em>Note: Fidelity is not providing immigration sponsorship for this position.</em></p>The base salary range for this position is $103,000-211,000 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>Program/Project Management

Director, Program and Strategy Manager, Stock Plan Services

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As the Director, Alts Investor Operations and Oversight , you will play a significant role in shaping the strategy for managing alternative investment fund documents and facilitating investor agreements for private funds. This position provides excellent access to senior leadership and offers an opportunity to have a significant impact on our rapidly growing alternatives division.</p><p>You will be tasked with identifying, developing, and implementing scalable, repeatable processes to support private alternative investment fund operations. The role requires navigating our organization, fostering positive relationships with key collaborators, and expanding your professional network to solution for cross-division challenges. Additionally, you will need to swiftly grasp and simplify sophisticated business processes linked to new alternative investment products and communicate key concepts to a varied audience.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><p>With an outstanding work ethic, attention to detail, and dedication to excellence, you possess exceptional analytical, communication, conceptual thinking, and problem-solving abilities. Your qualifications include:</p><ul><li><p>7-10 years’ experience in financial services organizations</p></li><li><p>Expertise in implementing technology solutions as a subject matter authority</p></li><li><p>Proficiency in interpreting and working with fund legal documents, including Limited Partner Agreements, Private Placement Memorandums, and Side Letters</p></li><li><p>Prior experience collaborating with sales and account executives supporting institutional investors</p></li><li><p>Established experience in building a fund/investor term compliance monitoring system</p></li><li><p>Experience with contract processes from negotiation/initiation to document storage and term tracking</p></li><li><p>Ability to enhance visibility and clarity throughout the contract lifecycle</p></li><li><p>Demonstrated success in leading and optimizing operational processes across complementary teams</p></li><li><p>In-depth understanding of the asset management industry, with a strong grasp of alternative investments such as hedge funds, private equity, real assets, direct lending, and structured products</p></li><li><p>Effective collaboration abilities and the ability to persuade senior team members and collaborators</p></li><li><p>Adaptability and effectiveness in both leading and contributing to teams</p></li></ul><h3> <strong>Note:</strong> Fidelity is not providing immigration sponsorship for this position.</h3><h3><strong>The Team</strong></h3><p>We are committed to encouraging a lasting culture of inclusion and belonging, attracting, developing, and retaining a diverse workforce. Our team is motivated to encourage innovation and deliver outstanding results. As part of the Fidelity Investments family, we take pride in our unwavering dedication to our clients and our collaborative approach to achieving shared goals. People are our greatest asset, and we nurture a culture of learning, growth, and mobility. Join us to be part of a team that values excellence and strives to make a meaningful difference.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<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, Alts Investor Operations and Oversight

<h3>Job Description:</h3><p>As a Vice President, Fidelity Health Implementations, you will lead a high-impact team responsible for crafting and delivering the implementation project strategy across Fidelity’s healthcare offerings. This role demands a visionary leader with deep expertise in translating strategic priorities into scalable, client-centric solutions.</p><ul><li><strong>Client Advocacy</strong>: Serve as the voice of the client, ensuring their needs are prioritized across all program delivery efforts.</li><li><strong>Team Leadership:</strong> Manage and mentor a team of Program Managers, fostering collaboration and accountability to deliver seamless, integrated solutions.</li><li><strong>Program Execution: </strong>Lead all aspects of the deployment of complex business initiatives, managing risks, resources, and client expectations to ensure high-quality outcomes.</li><li><strong>Cross-Functional Partnership:</strong> Engage with internal team members to streamline communications and enhance process efficiency.</li><li><strong>Portfolio Management:</strong> Lead integrated program delivery across multiple domains, including:<ul><li>Product launches</li><li>Plan implementations</li><li>Annual enrollment campaigns</li><li>Voluntary benefits onboarding</li></ul></li><li><strong>Strategic Planning</strong>: Collaborate with Fidelity Health product leaders to develop and implement strategies that boost year-over-year growth, profitability, and operational efficiency.</li><li><strong>Compliance Oversight:</strong> Ensure all programs align with legal, risk, and contractual obligations.</li><li><strong>Talent Development:</strong> Build associates capabilities through coaching, career development, and succession planning.</li><li><strong>Pipeline Cultivation:</strong> Establish relationships with internal and external feeder organizations to maintain a robust talent pipeline.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required, MBA or advanced degree preferred</li><li>10+ years in program management</li><li>15+ years leading multi-disciplinary teams</li><li>Background in benefits administration or outsourcing</li><li>Proven ability to manage complex client portfolios</li><li>Executive-level communication and influence</li><li>Strong leadership and coaching capabilities</li><li>Consultative sales acumen</li><li>Expert in presentation and stakeholder engagement</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>The Team</h3><p>This position reports to the Head of Client Delivery for Fidelity Health. The Client Delivery team implements and provides on-going project services to Fidelity’s Health Care, Health Savings Account and Voluntary Benefits clients. Fidelity Health plays an integral role in Workplace Investing’s Total Benefits Outsourcing portfolio.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project 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>

VP Health Care Implementations

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</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><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship 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>

Planning Consultant - Plano, TX

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Do you have a solid understanding of regulatory reporting requirements for registered investment companies and alternative products? Would you be interested in participating in the implementation of new regulatory reporting requirements, products and technology, and improving processes by streamlining and introducing automation? If this sounds like you, this job is for you! This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall.</p><p><em>In this role, you will leverage your analytical stills, knowledge of accounting and financial reporting, attention to detail, and project management skills combined with strong interpersonal skills to partner with technical, oversight, business partners, operation leaders and operational associates to scale technology and processes to produce accurate time-sensitive reporting and filings required for shareholders and regulators. </em>You will also coach and mentor staff to achieve high-quality results, adhere to process controls to proactively mitigate risk and manage a backlog. Your ability to work within a team and under pressure to meet deadlines will be essential to our success and in helping to support the service line’s overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity’s products. </p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree or equivalent with 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting, with Digital Assets / Alternative products preferred.</li><li>Solid understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment</li><li><strong>You have a solid understanding on the processes involved in producing regulatory reports (e.g., specifically financial statements)</strong></li><li>Focus on innovation – ability to identify and drive forward ways to improve and automate current processes</li><li><strong>Function as a key liaison with Operations, Technology and Squads to provide requirements, build testing plans, manage and set expectations with business partners (internal and external to Shareholder Reporting), develop and execute on-boarding plans, mitigate risk items, and manage the technology backlog.</strong></li><li>Ability to work with all levels of management, across a large multi-faceted organization, and influence high impact decisions quickly and accurately</li><li>Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory and technology environment.</li><li><strong>You have a strong ability to prioritize work and manage competing deliverables and deadlines and partner with application support members to execute on in-cycle production issues.</strong></li><li>Strong understanding of workflows and requirements of internal and external business partners and systems applications</li><li>Experience with helping to define and understand the environmental impacts of initiatives too anticipate and coordinate operational readiness</li><li>Excellent written and verbal communication and strong presentation capability</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><strong>The Team</strong></h3><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of developing reporting solutions for Fidelity’s new investment products, including alternative investments, while incorporating new and changing regulations and implementing a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success!</p><p><strong>#FFIOALTS</strong></p><p><strong>#FidelityAlts</strong></p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<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>

Operations Readiness Leader

<h3>Job Description:</h3><p>The Role</p><p>As a Director for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on identifying proactive efficiency opportunities, project management, high level initiatives and critical issues, and demonstrating strategic partnerships across the NF platform. The Manager is responsible for leading and developing the CM team, assisting with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our correspondent clients. In partnership with the Relationship Management team, you and your team represent a best-in-class service team and the face of Fidelity dedicated to your correspondent client and their business.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>10+ years of Financial Services experience; Brokerage Operations preferred</p></li><li><p> Bachelor’s degree preferred</p></li><li><p>Series 7 license required</p></li><li><p>Series 24 license needed within first 6 months</p></li><li><p>People management experience desired</p></li><li><p>Client facing experience required</p></li><li><p> Project management experience required</p></li><li><p> Business analysis and consulting experience a plus</p></li></ul><p><strong>The Skills You Bring </strong></p><ul><li><p>You will have outstanding interpersonal and client service skills</p></li><li><p> Shown success in developing strong professional relationships</p></li><li><p>Excellent problem solving and consultative skills</p></li><li><p>You have influencing skills</p></li><li><p>Industry/brokerage knowledge</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Developing and maintain deep client relationships</p></li><li><p>Driving strategic initiatives</p></li><li><p>Optimizing the client service experience</p></li><li><p>Improving operational efficiency</p></li><li><p>Serving as a client advocate</p></li><li><p>Interpersonal engagement</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional Client Experience Division (CE) provides outstanding customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. We ensure a seamless and robust experience for our clients by developing positive relationships to build lasting trust, dedication, and satisfaction.</p><p><strong>NOTE:</strong> This role is not approved for sponsorship.</p>The base salary range for this position is $95,000-186,000 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>Client Service

Director, Client Service Management

<p><strong>Project Management Office Intern – Summer 2026</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>ROLE SUMMARY:</strong></p><p>As a Summer Project Management Intern at National Life Group, you will play a vital role in supporting our Project Management Office (PMO) team to ensure smooth and effective project delivery. This hands-on role provides a unique opportunity to work on strategic projects, build your project management skills, and gain valuable industry knowledge in the insurance field. You’ll collaborate with cross-functional teams, helping to track project progress, analyze data, and support communication efforts across departments.</p><p><strong>RESPONSIBILITIES: </strong></p><ul><li><strong>Project Support</strong>: Assist project managers with planning, executing, and closing projects, including managing project schedules, timelines, and resources.</li><li><strong>Documentation</strong>: Help maintain project documentation, such as status reports, meeting minutes, and task lists to ensure clear communication and up-to-date project tracking.</li><li><strong>Data Analysis &amp; Reporting</strong>: Compile and analyze project data to create reports that assess project progress, risks, and overall performance. Present insights and recommendations for improvements.</li><li><strong>Stakeholder Communication</strong>: Work with internal teams to gather project updates, support in preparing presentations, and assist with stakeholder communication on project status and milestones.</li><li><strong>Risk Management</strong>: Support risk identification and mitigation processes, including tracking risks, documenting issues, and updating risk logs as needed.</li><li><strong>Process Improvement</strong>: Contribute to initiatives aimed at optimizing project management processes and workflows within the team.</li></ul><p><strong>QUALIFICATIONS: </strong></p><ul><li>A rising senior currently pursuing a Bachelor’s degree in Business, Project Management, Insurance, or related field.</li><li>Strong organizational and time-management skills, with keen attention to detail.</li><li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with project management tools like Asana, JIRA, or MS Project is a plus.</li><li>Excellent verbal and written communication skills, with the ability to communicate clearly and concisely.</li><li>Strong analytical and problem-solving skills with a proactive approach to identifying solutions.</li><li>Enthusiastic about learning, with a genuine interest in project management and the insurance industry.</li></ul><p><strong>HOW YOU SHOW UP</strong><em>: </em></p><p>Success within project execution demands that our practitioners deliver with both hard and soft skills. Strong candidates will have soft skills including the ability to adjust their engagement styles to build relationships and connections with collaborators, find creative and analytical ways to navigate uncertainty, and be comfortable communicating via multiple forms to land their intended messages. Critical hard skills will involve critical analysis skills, comfort in&nbsp;navigating financial and budgetary data, and an ability to be organized and follow through on tasks and activities promptly.</p><p><strong>PROGRAM HIGHLIGHTS: </strong></p><ul><li>10-week paid internship (June 3-Aug 8) with formal orientation and onboarding</li><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-departmental group project focused on an enterprise-wide solution presented at a&nbsp;company-wide event</li><li>Presentation skills coaching sessions</li><li>Learning opportunities throughout the&nbsp;program</li><li>Access to mentors (former program participants)</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

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