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<h3>Job Description:</h3>In this role you will develop strong relationships with institutional clients and build internal working relationships with Fidelity personnel in support of existing and new business contract negotiation.The TeamThis role sits within the Sales organization in Workplace Investing. We work with prospects and existing clients through the sales process, renewal process, and during significant contractual changes during their relationship with Fidelity. Our group helps ensure that our prospects and clients have a positive, collaborative experience during the contracting process with Fidelity. The focus of the role is to provide contractual support on business related components of the contract.The Expertise You Have<ul><li>College degree preferred</li><li>10+ years of Relationship Management, Client Service, Implementation Project Management experience; preferably within Retirement/401K/Benefits industry.</li><li>FINRA SIE, Series 7, and 63 required; may be obtained in role</li></ul>The Skills You Bring<ul><li>Extensive benefits/outsourcing experience with a strong knowledge of Fidelity contract provisions</li><li>Understanding of exception management processes and overall contract negotiation strategy/techniques</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal and external executives</li><li>Proven capability to deliver to tight timeframes and be successful in fast moving environments</li><li>Outstanding oral and written presentation skills</li><li>Strong communication and facilitation skills with ability to describe and solve complex issues using clear, simple terms</li><li>Outstanding meeting facilitation and management skills</li><li>Maintains a solid working knowledge or understanding of the Fidelity organization and Fidelity’s vast array of products, services, business solutions and structure</li><li>Comprehensive project management skills</li><li>Strong attention to detail and organizational skills</li><li>Flexibility and positive Team attitude</li><li>Product domain knowledge and expertise (e.g., Defined Contribution, Defined Benefit, Health and Welfare) </li></ul>The Value You Deliver<ul><li>Serving as the primary point of contact, both internally and externally, to manage business negotiations and contract processes with clients, external search consultants, procurement, and legal counsel</li><li>Responsible for oversight of the contract process for new business and renewals, ensuring completion within required deadlines</li><li>Strategize with Managing Director (MD) on client renewal and with Account Executives (AE) on new sales opportunities</li><li>Initiating and facilitate renewal kick-off meetings to confirm renewal timeline, strategy, deliverables, and business owners</li><li>Consulting with the Sales team, Rebid team, or Managing Director in the development of business issue contract documentation</li><li>Working collaboratively with clients, Fidelity Contracts Team and internal business partners during contract negotiations in order to develop creative, flexible and integrated contract solutions in support of relationship management goals.</li><li>Mitigate contractual risk to the firm while maintaining overall client satisfaction with contracting process</li><li>Overall responsibility for the development, negotiation and final business documentation for the contract Agreement between Fidelity and our customers</li><li>Seeking solutions for service delivery &amp; performance guarantees based on client requests during the contract process</li><li>Understanding of Fidelity pricing models and fee levers</li><li>Facilitating debrief meeting with stakeholders (formal hand-off to the team)</li><li>Responsible for all contract deal tracking and reporting within Salesforce</li><li>Ensuring contract decisions are supported by standard or approved exceptions for service model, SLAs, pricing, and terms</li><li>Overall responsibility for resolving business related issues throughout the negotiation process</li><li>Overall responsibility for the development, negotiation and final business documentation for the contract</li><li>Managing the escalation process</li><li>Providing periodic updates on relevant topics and contract trends to senior management. </li><li>Identify areas for contract process improvement or redesign and work to implement changes. </li></ul>The base salary range for this position is $130,000 - $190,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Fidelity Investments

Vice President, Business Contracts- Retirement Services

<h3>Job Description:</h3><h3>The Role</h3>The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required</li><li>12+ years of relevant work experience in the financial industry</li><li>Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services</li><li>Demonstrated analytical skills with the ability to work with and summarize data from multiple sources</li><li>Experience working with blockchain technology or related enterprises</li><li>Strong understanding of blockchain technology.</li><li>Executive level presentation skills required</li><li>Project management and/or consultative experience</li><li>Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Experience with common data science tools &amp; languages, a plus</li><li>CFA and/or FRM certifications a plus</li><li>Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach</li></ul><ul><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities</li><li>Skilled at operating autonomously to achieve results in a dynamic environment</li><li>Thrives in a dynamic organization where priorities shift to meet evolving business needs</li><li>Superb verbal and written communications skills</li><li>Strong data analysis skills (e.g., tools, strategies)</li><li>Staying abreast of the latest innovations across industry</li><li>Problem solver with a blend of creativity and analytical rigor</li></ul><h3>The Value You Deliver</h3><ul><li>Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.</li><li>Actively perform proactive and targeted data analysis to identify risks for management.</li><li>Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.</li><li>Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.</li><li>Promote a culture of experimentation to ensure continuously learning</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>Asset Management Risk, part of Fidelity’s Risk Organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.The base salary range for this position is $110,000-222,000 USD 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.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.<h3>Certifications:</h3><h3>Category:</h3>Risk

Director, Digital Assets Risk Operations

<h3>Job Description:</h3>The RoleThe Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.The Expertise and Skills You Bring<ul><li>Bachelor's Degree</li><li>5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management</li><li>Confidently lead by influence and use strong communication and interpersonal skills to work across organizations</li><li>Analytical, organized, and have strong multi-tasking skills</li><li>Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities</li><li>Identify and lead quality improvement initiatives and other special projects for the team</li><li>Strong knowledge of defined contribution, financial services, and/or benefits industries</li><li>Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate</li><li>Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted</li><li>Monitoring and reporting on project status</li><li>Consulting with clients to understand their needs</li><li>Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation</li><li>Coaching and mentoring others to draw out their skills and expertise</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAs part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost 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.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.

401k Implementation Project Manager

<h3>Job Description:</h3>Note: Fidelity is not providing immigration sponsorship for this positionManager, Data Analytics and InsightsJob Description:As a Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep analytical expertise to support internal initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. The Expertise We’re Looking For <ul><li>Bachelors or equivalent with 5+ years of experience.</li><li>In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.</li><li>Experience working with data environments and strong knowledge of SQL to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li><li>In-depth knowledge of statistical and Machine Learning methods and approaches, a plus</li><li>Proficiency in Python or R, a plus</li></ul>The Purpose of Your RoleYou will serve as Manager for analytics &amp; insights work on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform-enabled and capability-led Digital Future to benefit our clients &amp; participants.You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our digital channels.The Skills You Bring<ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have a working knowledge of analytic technology software, platforms, and languages (e.g. SQL, R, Python, Tableau, PowerBI, Adobe Analytics, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints</li><li>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience</li><li>You understand how to leverage qualitative data to identify opportunity areas.</li><li>You have the ability to think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul>The Value You Deliver<ul><li>Developing and delivering analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul>How Your Work Impacts the OrganizationWorkplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost 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.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.

Manager, Data Analytics and Insights

<h3>Job Description:</h3>The RoleThe FI Organization is seeking a Practice Management Consultant with proven subject matter expertise in helping advisors be more productive in their practices, and more informed when planning for growth and efficiency opportunities. The practice management offering provides support to financial services firms on the structure and delivery of in-house programs and content. These services are delivered through a variety of channels, including workshops, webcasts, and white papers as well as working directly with advisors and home office staff through regional events and in person consultations. The role will work alongside field wholesalers and relationship managers to boost client satisfaction, loyalty, and generate strong sales lift for our products and solutions. Lastly, the candidate will collaborate with other specialty consulting teams including investment management, portfolio construction, and financial planning to develop differentiated insights for our clients. Responsibilities include:<ul><li>Engage Advisors with insights, tools, and workshops to help them more efficiently lead and grow their practice.</li><li>Collaborate with firm home office personnel, helping them employ procedures and solutions to grow their business, build scale and efficiency, and provide valuable services to their advisors.</li><li>Provide key insights on industry trends, the competitive landscape, new technologies and overall influencers such as changing investor and advisor demographics, consumer technology, and regulatory issues.</li><li>Assess the quality and effectiveness of content and programs enabling continuous improvement and creation of new insights.</li><li>Partner with the Relationship Management and Sales organizations to increase and deepen client engagements.</li></ul>The Expertise and Skills You Bring <ul><li>Undergraduate degree or equivalent required. Advanced degree or equivalent experience desired.</li><li>10+ years in the broker-dealer or RIA industry with experience delivering consulting and practice management programs and services</li><li>Experience with benchmarking and best practice studies</li><li>Series 7, 63 preferred. Required to obtain within 90 days.</li><li>High familiarity with wealth management services within the financial services industry</li></ul><ul><li>Excellent communication and presentation skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience. Comfort with large audiences.</li><li>Solid analytical, strategic thinking, and creative problem-solving skills. These include but are not limited to: ability to analyze and define problems, collect data, establish facts, and draw valid conclusions.</li><li>Embodies tenacious drive, collaboration, customer-centric mindset, and owning result</li></ul><ul><li>Travel Required (50%+)</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamFidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regional and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients in growing their enterprises to improve our assets under management and market share.The base salary range for this position is $130,000-264,000 USD 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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Consulting

Vice President Practice Management Consultant

<h3>Job Description:</h3><h3>The Role</h3>Are you a self-starter and committed to delivering results? If you enjoy delighting customers with outstanding customer solutions this may be the job for you! We are seeking a results-focused and motivated associate who flourishes when working with internal and external teams to deliver outstanding Credit Card products and services. This role can be hired at Consultant or Director level, depending on skills and experience. Key responsibilities can include:<ul><li>Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus group</li><li>Evaluating the competitive landscape to understand potential differentiation</li><li>Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences</li><li>Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases.</li><li>Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendor that issues the credit card and provides front line customer service.</li><li>Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree required and 8-12 years of experience, focused in the financial services, credit cards area.</li><li>Background and passion for solving customer problems and delivering engaging, personalized, digital solutions. Strong focus on execution, identifying and removing impediments to progress.</li><li>Demonstrated knowledge of business analyst techniques, such as: benchmarking, business rules analysis, user stories, user acceptance testing and product documentation.</li><li>Strong analytical skills and ability to apply critical thinking skills and understand sophisticated customer needs</li><li>Project management skills to run execution teams aligned to strategic plans &amp; objectives</li><li>Strong listening, presentation and persuasion skills to achieve consensus with multiple audiences</li><li>Agile mindset; ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity with a proved track record of bringing innovative Mobile and Web products to a diverse customer base. Also, familiarity with Agile process &amp; tools (Jira, Mural) including possessing good story-writing skills is preferred</li><li>Active participation and/or leading in the prioritization of the squad work defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and Api’s while delivering innovative credit card web and mobile experiences.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>Fidelity’s Wealth Product &amp; Experience vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

Director/Consultant, Wealth Product & Experience Personal Cards – Credit Card

<h3>Job Description:</h3>The RoleFidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Associate Relationship Manager (ARM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement and distribution opportunities.The Associate Relationship Manger role is a critical position, focused on fostering high levels of client satisfaction by effectively representing Fidelity Asset Management solutions to strategic and opportunistic clients that both forward Fidelity’s presence within the client’s system but also aligns with the needs and strategic plan of the client’s advisor led service model in the private wealth space. This person will need to collaborate with other Fidelity Teams (including but not limited to Asset Management, Sales, Legal, Operations, and our in-house custody &amp; clearing units) to implement client-centric solution that broaden and deepen our Fidelity presence while enhance the customer experience.'Core responsibilities of an Associate Relationship Manager include:<ul><li>Present &amp; appropriately position Fidelity asset manager solutions to research and product personnel at selected BDs, Banks and RIAs.</li><li>Develop actionable account plans that broaden product offering and defend existing assets</li><li>Work effectively across National Account Team (Including KAMs &amp; Investment RMs) to develop and implement thorough firm coverage strategies that leverage best practices but can be customized at scale effectively</li><li>Collaborate with sales and marketing teams to align and communicate account plans that furthers the advisor enablement efforts set forth by the FI Sales Organization</li><li>Work with FI Distribution leadership to design an effective budget to support portfolio of client assigned to the ARM</li><li>Implement Fidelity’s investment products onto client investment platforms seamlessly</li><li>Work with Key Account Managers to coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements</li><li>Facilitate client interactions with Fidelity Asset Management &amp; Investment Specialists</li><li>Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events</li><li>Act as lead relationship contact for all day-to-day support needs of key home office clients, providing impeccable service</li><li>Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans</li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s Degree</li><li>Series 7 and 63</li><li>Applicable Investment Certifications such as CFA, CIMA, Etc.</li><li>Passion for the financial or investment management industry</li><li>5 years of experience working in the Financial or Investment Management industry</li><li>Excellent interpersonal and communication skills</li><li>Strong investment acumen</li><li>Team Attitude that is both positive and demonstrates a strong work ethic</li><li>Self-motivated with a dedication to continuous self-improvement</li><li>Ability to thrive in a fast-paced and collaborative environment</li><li>Highly resourceful, organized, and capable of working independently while prioritizing both Fidelity &amp; Client priorities</li><li>Quick learner with ability to adapt to new situations</li><li>Effective listening, communication, and presentation skills</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.<h3>Certifications:</h3>Series 07 - FINRA, Series 52 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

Director -Associate Relationship Manager, Core Wealth

<h3>Job Description:</h3><h3>Manager, Data Analytics and Insights</h3>The Role: As a Manager on the Talent Data Analytics &amp; Insights team, you will leverage your analytical expertise to deliver data-driven solutions that enhance the effectiveness of Enterprise Talent programs. Your work will span talent analytics, process automation, and visualization—providing insights that help shape how we attract, develop, and retain top talent.This role requires critical thinking, curiosity, initiative, and confidence in applying analytical techniques to real-world challenges in the Talent space. You will collaborate closely with Talent, HR, and business leaders to understand their needs and deliver impactful analytics.Your analytical, technical, and communication skills will support our team and the business in making data-driven talent decisions. The work you do will allow the analysts to communicate trends, patterns, and predictive information found within talent-related data using various analytical and statistical tools and techniques. Our goal is to strengthen our analytical capability, efficiency, and generate operational insights in the organization. By using your full range of skills, you will have a direct impact on streamlining processes to maximize efficiency and effectiveness and elevate the experiences of both candidates and associates within Fidelity.<ul><li>Perform exploratory and forensic data analysis to uncover trends, patterns, and anomalies while developing subject-matter expertise across our various Talent data sets</li><li>Synthesize data findings and be able to communicate findings through clear storytelling and presentations that influence decision-making</li><li>Create and enhance interactive dashboards and visualizations in Tableau and Power BI to provide real-time insights</li><li>Develop and optimize Alteryx workflows to deliver scalable talent analytics and workforce insights and automate processes</li><li>Build and maintain data pipelines using SQL (Snowflake, SQL Server); familiarity with Python and/or R is a plus</li><li>Build strong relationships with team members and key business partners to establish trust and maintain solid working relationships</li><li>Collaborate cross-functionally with Talent and Business leaders to gather requirements, translate business needs into analytics solutions, and deliver insights that influence strategic decisions</li><li>Contribute to the timely turnaround and completion of prioritized ad-hoc data requests and work backlog from our business partners</li><li>Support data governance practices, including documentation and implementation of best practice data standards including process flows, data quality and data definitions</li><li>Work across teams to understand business requirements and measurement outcomes and develop quality documentation to inform analytics approach</li><li>Proactively seek opportunities to provide valuable insights and receive continuous improvement feedback from our business partners</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Education &amp; Experience: bachelor’s or master’s degree with a minimum of 2+ years of experience in data analytics, business intelligence, or related fields</li><li>Stakeholder Collaboration: Demonstrates strong consultative and communication skills to engage stakeholders, foster collaboration, and build trusted relationships across diverse teams</li><li>Analytical Storytelling: Translates complex data into clear, actionable insights by understanding stakeholder needs and regularly communicating ideas that support strategic decision-making and long-term partnership</li><li>Alteryx Skills: Ability to design and optimize workflows for automation and analytics</li><li>Data Visualization: Proficient in creating dashboards and visual stories using Tableau and/or Power BI</li><li>Database Knowledge: Understanding of relational database concepts and hands-on experience with platforms such as Snowflake, Azure, and SQL Server</li><li>SQL Proficiency: Proficient knowledge of SQL for building and tuning queries and troubleshooting across Snowflake and legacy SQL Server environments</li><li>Technical Versatility: Familiarity with Python and/or R is a plus with a willingness to learn</li><li>Data Governance: Understanding of data quality, standards, and stewardship principles</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.<h3>The Team</h3>Our team plays a critical role in helping our many stakeholders and business partners get visibility into our candidate and associate base to ensure we use data to driven strategic decision-making and create the best possible talent experience we can. We are a motivated, highly collaborative team with a strong desire to succeed and make a meaningful impact through data. We get things done while being focused and passionate about delivering value. We are great teammates to one another with a passion to use technology, data, and analytics to support our organizational priorities.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost 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.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.

Manager, Talent Data Analytics and Insights

<h3>Job Description:</h3>The RoleAre you passionate about making a difference by utilizing your deep understanding of Investment Products, bridging the gap between product innovation and client needs? Join our dynamic, cross-functional team dedicated to business enablement and improvements. You would work within our Portfolio Construction Tools Squad, which develops digital portfolio analysis solutions designed for investment professionals to quickly assess, compare, and optimize investment strategies with minimal effort.As a Product Analyst, you would leverage your expertise in Business Analysis and Product Management to drive high-impact technical solutions that empower financial professionals and enhance client outcomes.There are three primary principles of being a great Product Analyst: <ul><li>Strategy: Understanding the problem or the 'why' and aligning it to the mission​</li><li>Execution: This is where and how the work gets done</li><li>Business Readiness: How do you drive your product to launch and support after launch</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; a master’s degree in business or a relevant technology leadership field is advantageous</li><li>Over 3 years of experience in a team, specializing in delivering technical solutions throughout the full lifecycle of software development</li><li>Over 3 years of experience in the wealth and asset management industry</li><li>Demonstrated expertise in facilitating requirements gathering by skillfully conducting journey and story mapping exercises, while precisely defining acceptance criteria</li><li>Exceptional analytical skills and technical understanding and use of APIs, relational databases, complex integrations, and DevOps.</li><li>Proven success in managing large-scale projects within a complex ecosystem, with the ability to develop a deep understanding of the domain</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The Team This is an excellent opportunity to join Product Analysis and Design and work on solutions to drive business forward. The Product Analysis and Design Chapter Area aligns with business partners in an Agile way of working! By putting autonomous Agile Teams at the front of delivering incredible client value and supporting all associates to be motivated towards continuous improvement and career development. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative learning agile culture.#InvestmentProducts #ProductAnalyst #BusinessAnalysis #ProductManagement<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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 Analyst

As a Proctor,&nbsp;for a certified&nbsp;<a href="https://jobs.westcoastuniversity.edu/mission-culture" target="_blank">Great Place to Work</a>,&nbsp;you will assist with the administration of paper/pencil and computer-based quizzes, tests, and exams for students of West Coast University. Ensure continuous compliance with established testing policies, laws, regulations, operating procedures, and University and accreditation standards. At West Coast University you will have the opportunity to share your success story with the next generation of students as a key member of our student-centered, innovative community!You will make an impact by:<ul><li>Providing assistance to West Coast University applicants/candidates, students, and faculty with academic testing parameters according to WCU, Americans with Disabilities Act (ADA), and testing agency requirements. </li><li>Scheduling proctored admissions and challenge exams; schedules term/semester tests and make-up tests.</li><li>Preparing, assembling, and transporting appropriate test materials to test sites in to maintain confidentiality and security.</li><li>Evaluating testing environment prior to, during, and after a proctored test to ensure test security, education integrity and appropriate and quiet atmosphere.</li></ul>Your Experience Includes:<ul><li>Requires limited job knowledge of systems and procedures. Follows basic work routines and standards.</li><li>Experience with MS Office.&nbsp;</li></ul>Education:<ul><li>High school graduate or equivalent.</li><li>Associate’s degree in business administration or related field.</li></ul>Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.

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