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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.

Fidelity TalentSource

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

Fidelity Investments

Vice President, Risk

<h3>Job Description:</h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The Stock Plan Services Product and Platform Domain exists to focus and deliver world class equity plan administration capabilities of behalf of our Stock Plan Clients and digital experiences for their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul>The RoleAs the Product Area Leader of Stock Plan Services Global Recordkeeping, you blend broad product and portfolio management expertise with an obsession for delivering business partner, plan sponsor and participant value. You will define and evolve the product vision, strategy, and mission of the recordkeeping platform to deliver a seamless and modern product experience to all stakeholders. This will require you as a leader to thrive in an environment of leading large complex change and commitment to iteratively delivering high impact. To succeed, you will demonstrate strong communication and collaboration traits to foster close partnerships with functional leaders in technology, client service, operations, implementation &amp; sales.As a leader, you will articulate a north star vision and empower agile teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making to encourage them to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. In the agile structure you will nurture 19 teams oriented around 15 strategic capabilities (ex: recordkeeping, Grants, Corporate Actions, Performance etc.) and lead forums to help build a highly mission driven team, collaborative culture and strong community to deliver on real-time, globally enabled recordkeeping capabilities. You are committed to developing your own industry knowledge on product evolution and innovation to inform your product vision and to empower your leaders with that knowledge.Scope of Role: <ul><li>Sets the Global Recordkeeping Product Area strategy for accelerated delivery of recordkeeping features with the goal of delivering industry leading plan admin experiences at scale.</li><li>Define a multi-year strategy to deliver enhanced capabilities while building towards a larger north star product vision</li><li>Works across the enterprise to leverage common platforms and experiences for the benefit of Plan Sponsors, internal associates (Operations/phones) and participants.</li><li>Makes decisions on matters of the highest complexity presented by work that carries across varying products and processes from potential combinations of domains/product areas and BU's.</li><li>Makes decisions that materially impact results and can alter the course of a deliverable with limited guidance. Must collaborate across an extensive network to drive most impactful work and informs key stakeholders on progress. Leads Fidelity and agile behaviors to ingrain an innovative agile culture.</li><li>Develops vision, goals, and direction for Product Area, with responsibility for the complete cycle of product development and implementation. This large-scale process may carry significant risk and may be managed across multiple Product Areas/Domains/Business units.</li><li>Responsible for ensuring the completion of work by empowering Squads to plan, coordinate and execute. Oversees significant budget and number of resources. Develops the requirements for high quality standards and practice.</li><li>Sets and leads timelines, expectations, and the strategic decisions for a product area with influence on a broader set of product areas, including solution development based on expertise and experience.</li><li>Proactively partners across domains, product areas, centers of excellence, and chapter leaders to influence strategic decisions related to their area of expertise. May lead a new offering tied directly to driving scale and efficiency in our service experience.</li><li>Serves as the thought leader for the Product area; motivates, attracts, and retains talent at more senior levels.</li><li>Strong partnerships and collaboration with other Product Area, Chapter Area, Chapter and Squad Leaders. Role model for Fidelity agile leadership behaviors and forms agile culture.</li><li>Supports, mentors, develops, and enables Squad Leaders and all senior leadership to deliver increased value to the product areas and domains they support.</li><li>Partners with chapter area and chapter leaders to ensure optimization of chapter member talent while defining and building learning opportunities connected to the strategic direction of the domains and product areas.</li><li>Leads thought leadership and has significant mentorship capabilities.</li></ul>The Expertise and Skills We’re Looking For<ul><li>15+ years of functional experience in product management, technology and/or business, with high level agile, analytical, and coaching skills</li><li>Certified Equity Professional (CEP) and Series 7, 63 and 24 licenses required</li><li>You have senior level SPS product experience defining strategic roadmaps and leading the strategic vision and development of solutions and offerings aligned with business goals</li><li>Deep cross-platform product development experience with proven track record of delivering results and impact</li><li>You are a committed leader who serves and an inspirational people leader, capable of setting strategic direction and encouraging others to deliver results and impact to achieve that strategy</li><li>You have strong communication, collaboration, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization and with external customers and partners</li><li>You have a continuous improvement approach and encourage and enable an agile way of working</li><li>You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses</li><li>You have or are committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</li><li>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion</li><li>Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</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.

Product Area Leader, Global Recordkeeping

<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.

Plan Consultant

<h3>Job Description:</h3>Job Title: Director, Financial Crimes Data Science Testing &amp; Controls<h3>The Role</h3>This role will lead the strategic oversight and independent validation of data science models and analytics used in the detection and prevention of financial crimes. This role ensures that advanced learning solutions, including machine learning models and rule-based systems, meet regulatory expectations, internal governance standards, and operational effectiveness benchmarks. The Director will drive a robust testing and control framework across model development, deployment, and monitoring, while partnering with compliance, risk, and technology teams!<h3>The Expertise and Skills You Bring</h3><ul><li>Master’s or Ph.D. in Data Science, Statistics, Economics or a related quantitative field preferred.</li><li>Minimum 8 years of experience in data science, model validation, testing framework, model risk management, or analytics within financial services, with at least 3 years in a leadership role.</li><li>Deep understanding of financial crime typologies, AML/BSA regulations, new technologies and fraud detection methodologies.</li><li>Strong communication skills with the ability to present complex findings to non-technical partners and regulators.</li><li>Excellency in Python, SQL, and data visualization tools (e.g., Tableau, Power BI)</li><li>Lead a team of quantitative analysts, model validators, and control specialists focused on testing and validating financial crime detection models</li><li>Develop and execute a comprehensive testing and controls strategy aligned with regulatory expectations (e.g., OCC, FRB, FinCEN) and internal risk frameworks</li><li>Oversee the design and execution of rigorous testing protocols for machine learning and rule-based models, including performance benchmarking, back testing, and scenario analysis</li><li>Ensure models are interpretable, explainable, and compliant with regulatory guidance (e.g. SR 11-7)</li><li>Present findings and recommendations on model performance, enhancement, or augmentation requirements to Financial Crimes Compliance senior leaders</li></ul><h3>The Team</h3>The Financial Crimes Models &amp; Analytics team within Financial Crimes Compliance group is responsible for the design, development and maintenance of the firm’s Financial Crimes reporting, intelligence, detection models and optimization. We are an industry leader in Innovation and partner with other analytics group in the organization towards AI/ML strategy. Our greatest Asset is Our People and we are committed to building an enduring culture of learning and mobility.The base salary range for this position is $103,000-$218,000 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>Data Analytics and Insights

Director, Data Science Testing & Controls

<h3>Job Description:</h3>Job DescriptionThe Health &amp; Welfare Implementation Senior Benefits Analyst (BA) will utilize their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity.The Expertise We’re Looking For<ul><li>Bachelor’s degree or equivalent years of industry experience</li><li>3+ years of Health and Welfare benefits service experience</li><li>3+ years of experience (and demonstrated competence, depth, and breadth) of professional experience</li><li>Prior client implementation and\or platform migration experience a plus</li><li>Experience in Agile preferred, but not required</li><li>Proficient with Microsoft Office applications</li></ul>The Purpose of Your RoleThe Health &amp; Welfare Implementation Benefit Analyst is a key member of the Health &amp; Welfare (HW) Center of Excellence Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health &amp; Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health &amp; Welfare benefits administration landscape.The Skills You Bring<ul><li>Ability to independently manage one’s own workload</li><li>Regulatory and legislative knowledge in aligned service area</li><li>Understanding of benefits administration systems</li><li>Demonstrates excellent communication skills (written and verbal)</li><li>Ability to conduct analysis and document findings</li><li>Procedure execution and process improvement</li></ul>The Value You Deliver<ul><li>Align, plan, and execute new product capability delivery with in-flight implementations</li><li>Drive and / or support execution of key implementation activities (example: data conversion load).</li><li>Participate in validation and/or testing efforts to ensure results meet the client and/or product offering requirements</li><li>Partnering with the Director- Client HealthCare Consulting to define client specific configurable variations to support a client plan and/or administrative requirements</li><li>Performing root cause analysis to determine gaps or trends for continuous improvement opportunities</li><li>Submitting requests and/or assisting with translation of business requirements to technology partners, as applicable</li><li>Creating training material and reference material for participant services</li><li>Assisting and coaching the broader virtual team</li><li>Engaging in and/or leading ongoing courses to support continued personal development</li></ul>In addition to the above, the Center of Excellence (COE) requires skills in the following area:Client Requirements Documentation<ul><li>Review client provided documents and the Information Requirements Checklist (IRC) and/or Plan Administration Manual (PAM)/Status Change Matrix (SCM) and complete the Client Requirements Tool with the clients plan rules</li><li>Document gaps for the Client HealthCare Consultant to follow up on</li><li>Provide support to Client HealthCare Consultant on Requirements Workshop call</li></ul>How Your Work Impacts the OrganizationFidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health &amp; Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.<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.

Senior Business Analyst

<h3>Job Description:</h3>The RoleAs the Stock Plan Services (SPS) Director, Product Manager, also known as the Squad Leader, supporting Brokerage Integration you have a passion for delivering results within a fast paced, high growth business. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, define the resource requirements, set the mission, and bring the squad together to execute on specific results and ensure respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role. You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture.This role will focus on creating &amp; executing a product vision for stock plan product capabilities that integrate with brokerage technology to deliver assets to our wealth &amp; brokerage businesses within Fidelity Investments and Fidelity International:<ul><li>Orchestrating stock plan transactions through our modernized platform and through brokerage capabilities with consideration for the experiences of our key stakeholders – operational &amp; contact center associates, plan participants, and our corporate client plan sponsors.</li><li>Management of trade &amp; transfer restrictions, including at the lot level &amp; for insider trading windows, in accordance with plan rules</li><li>Brokerage account opening &amp; activation for stock plan participants inside &amp; outside the US, through Fidelity Brokerage Services &amp; Fidelity International</li><li>Bulk transfer of assets deposited to brokerage accounts</li></ul>Responsibilities:<ul><li>Defining, refining, and communicating the your team's mission to squad members and business partners to empower and rally support</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</li><li>Inspecting and evaluating progress, and removing impediments for your squad</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li></ul>The Expertise and Skills You Bring<ul><li>8-10 years of related product management experience, systems development, product development, and/or project/product management</li><li>Knowledge of Fidelity brokerage &amp; institutional technology preferred</li><li>Knowledge of Stock Plans preferred</li><li>Bachelor’s degree preferred</li><li>Financial services experience preferred</li><li>Agile experience preferred</li><li>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to enhance value delivered</li><li>You have a continuous improvement approach</li><li>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You are intellectually curious and model a culture of learning and coaching</li></ul>The TeamStock Plan Services 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 improvements to existing products.The base salary range for this position is $100,000-$169,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Product Management

Director, Product Manager - Stock Plan Brokerage Integration

<h3>Job Description:</h3>Digital Solutions Squad Lead You will work in partnership with Digital Solutions Technology team to develop products and custom client solutions with Fidelity Workplace Consulting (FWC) business/practice leaders. You will blend product expertise with a passion for delivering results in an agile format while managing to client deadlines. You will partner with other leaders to influence the broader strategic decisions and roadmaps, define the requirements, and coordinate with the business and squad to deliver specific results. You will ensure your products or services are available, stable, performant, and supported when required and that related cost and maintenance is handled appropriately. You'll ensure alignment on the what and when of the work performed by the squad by supporting ongoing planning and prioritization, to enable the squad to work effectively with the business. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role including understanding the voice of the client and the business. By role modeling and promoting Fidelity leadership principles, you will promote and sustain an innovative agile culture and connect the business to the team to efficiently complete multi-client growth initiatives. <ul><li>Think strategically about client &amp; user needs, product design and architecture. </li></ul><ul><li>Lead delivery of digital tools through supporting the business in identifying business problems and opportunities for digital solutions, rapid experimentation and business case development. </li></ul><ul><li>Identifying and implementing standardization wherever possible to streamline repeatable processes and reduce risk </li></ul><ul><li>Collaborating with Chapter Leads, and other Squad Leads to identify, maintain and prioritize technical tasks including Technology Lifecycle Management (TLM) and drive continuous improvement items. </li></ul><ul><li>Support small client and product development work based on available capacity to provide an opportunity for our team to continue growing their technical skills and industry knowledge. </li></ul><ul><li>Communicate effectively with clients, partners, subject matter authorities, leadership and development team on priorities and delivery status </li></ul><ul><li>Help manage the priorities and provide technical expertise for the Data team. Responsible for acting as a single point of accountability for the Data Engineering practices and ensure appropriate governance is in place. </li></ul><ul><li>Proactively partner with Chapter Lead, Product Area, Center of Excellence, and Squad Leaders to influence strategic backlog and prioritization decisions for Data team. </li></ul><ul><li>Scope projects for timelines and costs for client and product work for your squad. Learn to manage to those budgets and communicate those budgets on a monthly basis. </li></ul>You enjoy working in a dynamic, sophisticated and fast-paced development environment with a focus on driving innovation through innovative approaches and process improvements that efficiently and effectively support our customers. The Squad Leader (SL) works on documenting and translating complex business requirements through the use of Agile features/epics and stories. The SL works as a subject matter authority for the scrum teams and drives the effort for epic level validation to ensure the highest level of integrity, accuracy, and overall quality are included in the end product. As we grow and develop this team, the SL will help institute standard processes, define the product roadmaps and work closely with the Squad, business SMEs, marketing and sales, and clients. The Expertise We're Looking For <ul><li>Bachelor’s degree or equivalent business experience </li></ul><ul><li>7+ years of related experience (project management, business analysis, consulting, product development) </li></ul><ul><li>Proven experience with Scrum &amp; how Agile development teams complete Agile projects </li></ul><ul><li>5+ years of related product management experience, systems development, product development, and/or project/product management </li></ul><ul><li>Agile experience required </li></ul>The Skills You Bring <ul><li>Passion for product development and agile product management </li></ul><ul><li>Ability to guide the team on Agile/Scrum processes and values </li></ul><ul><li>Ability to process and lead multiple priorities and initiatives </li></ul><ul><li>Robust analytical skills; Ability to exercise good judgment and solve problems </li></ul><ul><li>Excellent communication (written and oral), customer service and interpersonal skills </li></ul><ul><li>Ability to successfully collaborate with varied levels across FWC and other business units/partner teams to communicate and collaborate on business solutions </li></ul><ul><li>Expertise in defining Product Visions and business cases, building Product Roadmaps, refining product backlogs, defining Minimum Marketable Features (MMFs) and Minimum Viable Products (MVPs) </li></ul><ul><li>Balancing Feature development, fixes, and maintenance against planned released dates </li></ul><ul><li>Proficiency in product positioning, pricing and growth strategies </li></ul><ul><li>Consistent record building trust-based positive relationships – within teams and across partner groups </li></ul><ul><li>Elicit requirements using interviews, document analysis, requirements workshops, surveys, business process descriptions, user stories, scenarios, business analysis, task and workflow analysis </li></ul><ul><li>Strong attention to detail and a meticulous focus on delivering quality output </li></ul><ul><li>Participate in the user acceptance process to validate the solution (feature level validation) </li></ul><ul><li>Ability to work in a fast-paced, dynamic, and frequently ambiguous environment </li></ul><ul><li>Ability to understand the big picture and relationships of each capability to the others across the program </li></ul><ul><li>JIRA (or similar ALM tool) experience required </li></ul><ul><li>Intellectually curious and model a culture of learning and mentorship </li></ul>The Value You Deliver <ul><li>Work with partners and scrum teams to ensure business requirements are clarified </li></ul><ul><li>Ensure that the final design and delivered enhancements meet the business requirements </li></ul><ul><li>Develop and implement documentation including test plans and end user procedures </li></ul><ul><li>Participate in program meetings, FWC planning sessions, feature definition sessions and scrum and triage meetings as needed </li></ul><ul><li>Ability to create process flows and wireframes in order to clearly communicate a set of requirements </li></ul><ul><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </li></ul><ul><li>Making informed trade-off decisions to strike the right balance between quality, cost and timelines </li></ul><ul><li>Establish standard processes in developing and maintaining a product within FWC. </li></ul><ul><li>Drive growth of FWC by efficiently delivering products that meet our client’s needs. </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.

Squad Leader - Digital Solutions

<h3>Job Description:</h3>VP, Domain Delivery Manager - Quantitative Research and Investments Technology (QRIT)The Role In the Domain Delivery Manager role, you and your team are accountable for synthesizing and communicating Quantitative Research and Investments Technology (QRIT) domain level strategy and roadmap, whilst also project managing all complex initiatives within QRIT. You will partner with a broad set of stakeholders including the Head of AMT Strategy, Head of QRIT, Product Owners and Team Leads. You will collaborate with your peers across domains and the AMT level head of strategy to ensure the AMT strategy and roadmap are inclusive of the critical milestones and strategic objectives of QRIT. You will ensure the strategy and roadmap for both QRIT and AMT are communicated clearly to our business partners and enterprise stakeholders Responsibilities You will be accountable for synthesizing the strategy for QRIT, working collaboratively with the product areas, who are accountable for the definition of the strategy. You will develop, promote and maintain the strategy and roadmap at the QRIT level. You will coordinate, improve, and maximize delivery at the domain and program level. You and your team will be responsible for program and project management of multiple complex projects across QRIT and across AMT as required You are a mature and effective leader, with the ability to both influence when you do not have direct accountability and drive when you have direct accountability. Focus Areas Initiative Cohesion <ul><li>Ensure delivery goals are clearly articulated and understood </li><li>Complete quarterly planning activities for the strategy and initiatives, ensuring achievement, milestones and risks are clear </li><li>Setup and manage the appropriate governance structure(s) around initiatives </li><li>Manage dependencies, risks, and impediments for the initiative and raise when needed. </li></ul>Communication <ul><li>Ensure the strategy and roadmap for both QRIT and AMT are represented clearly to our business partners and enterprise stakeholders </li><li>Work with your peers across domains to build a consistent communication harness for AMT </li><li>Establish communication practices through which to share delivery plans, coordinate roadmap adjustments, and provide transparency into plans and progress. </li><li>Provide updates to leadership on status of initiative including progress, risks, challenges, achievements, and metrics. </li></ul>The Expertise and Skills You Bring <ul><li>10+ years of delivery or project management experience managing large, highly complex technology programs </li><li>Strong grasp of business context and product lifecycle management, grounded upon customer outcomes </li><li>Strong grasp of the software development lifecycle and experience working closely with software engineers to deliver large scale technology initiatives </li><li>Ability to drive and align execution of the Program with all stakeholders to a shared Initiative across Product Teams, Functions, Domains, and BUs </li><li>Strong change management skills </li><li>Ability to balance strategic and tactical priorities </li><li>Proven strategic, analytical, and problem-solving skills with the ability to identify and articulate connections across separate, but related, concepts </li><li>Strong ability to lead and influence behavior without formal authority </li><li>Proven excellence in communication and people-interaction skills </li><li>Continuous improvement attitude when thinking of the longevity of the Program and future delivery support model </li><li>Intellectual curiosity with a strong desire to understand key trends across technology, both within and outside of Fidelity, and apply takeaways locally </li><li>Experience encouraging Agile behaviors, reinforcing practices, norms, events, and supporting the overall performance and efficiency of the Program </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>Program/Project Management

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