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<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.

Fidelity Investments

Product Area Leader, Global Recordkeeping

<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

VP, Domain Delivery Manager - Quantitative Research and Investments Technology (QRIT)

<h4>Description</h4><h4>The Role</h4>Do you want to make a difference and join a highly collaborative, cross-functional team within our Enterprise Technology business unit committed to enhancing and digitizing Fidelity’s operating ecosystem?We are looking for a business re-engineering professional who will play a pivotal role helping define and support the future servicing technology ecosystem for Fidelity. This role sits within the Advanced Process Solutions (APS) Domain, which builds and deploys technologies to help Fidelity move towards a future state in which digital is encouraged over paper, client interactions are digitized and automated, and operating associates focus on high value work.Operating in a fast-paced environment and in close collaboration with business and technology partners, this role will lead analyses to inform insights and recommendations across prioritized strategic re-engineering initiatives. It will play a crucial role in project team delivery, tasked with preparing for, conducting, and synthesizing business partner and SME interviews. It will collect and analyze data to drive actionable recommendations to eliminate anti-digital friction.Additionally, the role will demonstrate SME interviews and various reference sources to build current state process maps, identify customer and associate struggles, and together with business and technology partners define the end-to-end future state. Other responsibilities include designing and drafting presentations and other deliverables to ensure successful project delivery.<h4>The Expertise and Skills You Bring</h4><ul><li>Bachelor’s degree in business administration, management information systems, engineering, or other technical subject area </li><li>5+ years of experience in a management consulting, strategy, transformation, or similar role using Lean/Six Sigma methodology </li><li>Proven success with substantial contributions on projects specific to reducing manual work, digital transformation, or E2E process transformation </li><li>Excellent verbal &amp; written communication skills, and the ability to work with a diverse group, including executives, managers, subject matter specialists and matrixed teams. </li><li>Proven problem-solving expertise as well as owning outcomes. </li><li>Ability to analyze data and business processes, identify difficulties, and form/test hypotheses. </li><li>Solid understanding of MS Office (PowerPoint, Word, and Excel). </li><li>Passion for ambiguous problems without easy solutions. </li><li>Interest and ability to quickly adapt and learn new functional areas and business processes. </li><li>Proven track record of working on projects that achieve tangible results. </li><li>Strong organizational skills and a proactive, creative, and collaborative approach to solving strategic business issues. </li><li>Ability to think strategically and build positive relationships with business partners. </li></ul><h4>The Team</h4>You will work within APS’ Business Architecture Center of Excellence alongside team members and business partners with a diverse mix of backgrounds and experience. We work in a highly matrixed operating environment, aligned within the Firm’s Agile operating model and working with key business partners.

Fidelity TalentSource

Senior Management Consultant

<h3>Quality Specialist</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX. The hourly pay rate for this position is $22 per hour. The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. This role will support Service Delivery in its mission to improve processes, measure capability, and drive performance. <h3>The Expertise We’re Looking For</h3> <ul> <li>Bachelor’s degree or equivalent experience in a related field </li><li>1-2 years of work experience, including demonstrated success working in a fast-paced environment </li><li>Financial Services experience preferred </li><li>Experience within the quality field </li><li>Understanding of analytical tools for process improvement; Six Sigma and Lean </li></ul> <h3>The Purpose of Your Role</h3> In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring. <h3>The Skills You Bring</h3> Your ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently will enable Service Delivery to reduce risk and enhance the customer experience. Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands. Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions. Your attention to detail and inquisitive nature will be key in helping you problem solve. <h3>The Value You Deliver</h3> <ul> <li>Review transactions and work items to determine accuracy. Ability to code and concisely capture the details regarding the review to enable trending and further analysis. </li><li>Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan. </li><li>Perform testing of samples using the appropriate business rules to ensure completion and accuracy. </li><li>Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements. </li><li>Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities. </li><li>Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work. </li><li>Provide feedback as directed to assist with root cause identification. </li><li>Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points. </li><li>Share new insights or realized trends with analysts and peers. </li></ul> <h3>How Your Work Impacts the Organization</h3> The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Quality Specialist

Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Westlake, Texas or Salt Lake City, Utah. The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience</li> <li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Demonstrated problem solving skills</li> <li>Ability to work within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> <li>Knowledge of 501(c)(3) non-profit organizations, a plus</li> </ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day. The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially December – Giving Season)</li> </ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting</li> <li>Process high value transactions</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Grants Analyst

Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Salt Lake City, Utah or Westlake, TX. The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience</li> <li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required.</li> <li>Strong and effective verbal and written communication skills</li> <li>Demonstrated attention to detail, with good follow-through</li> <li>Strong organizational, planning, multi-tasking, time management skills</li> <li>Demonstrated problem solving skills</li> <li>Ability to work within tight deadlines</li> <li>Demonstrated ability to identify and mitigate potential areas of risk</li> <li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus</li> <li>Knowledge of 501(c)(3) non-profit organizations, a plus</li> </ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year Day. The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate</li> <li>Your strong and effective verbal and written communication skills</li> <li>Your very best problem-solving skills with excellent follow-through</li> <li>Your strong organizational skills, planning, and time management</li> <li>You are a team player with the ability to influence without authority</li> <li>You are flexible with overtime as requested (especially December – Giving Season)</li> </ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Delivering a great customer experience with each interaction to help strengthen donor relationships</li> <li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting</li> <li>Process high value transactions</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

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