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<h3>Job Description:</h3>IT Audit Senior Manager – Global Financial Controls Center of ExcellenceThe Role:Are you ready to make an impact? If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC IT Senior Manager is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated complex audits and advisory reviews over select strategic initiatives. Specifically, this role will be key in supporting modernization initiatives, including emerging technologies and system implementations, launch of new products and services to ensure a strong controls environment. This role will report to the Head of the Global Financial Controls CoE.The Expertise and Skills You BringPlay an integral role as part of GFC’s senior leadership team and through your advanced understanding of IT governance frameworks, Internal Controls over Financial Reporting, and Accounting concepts/standards. Lead and coach associates, including other people managers, to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Information Technology, Accounting, Finance)</li><li>10+ years of experience leading and executing IT audits, IT SOX (ITGC, ITACs, &amp; IPEs) and consulting engagements leveraging relevant IT governance frameworks (e.g., COBIT, NIST CSF, ISO 27001/2)</li><li>Professional certification CISA or CISSP highly desired. Other relevant certifications CPA, CA, or CIA</li><li>Proven ability to design, assess, and implement financial controls during large-scale ERP or financial system rollouts</li><li>Skilled in identifying implementation-related risks (e.g., data migration, system configuration, user access)</li><li>Experience developing risk mitigation strategies and embedding controls into project plans</li><li>Experience with automation, control digitization, and leveraging analytics to monitor control effectiveness</li><li>Experience leveraging AI/ML for continuous control monitoring, anomaly detection, and fraud prevention</li><li>Strong interest in upskilling and coaching non-IT auditors to effectively assess ITACs and IPEs</li><li>Familiarity with financial statement audits, ICFR, and collaborating with financial auditors on integrated audits</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Familiarity and proven track record of driving change within complex / matrixed corporate environments</li><li>Exceptional leadership and master relationship builder with proven influencing and people management skills</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li><li>Financial services industry experience desirable</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.The base salary range for this position is $107,000-216,000 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>Audit

Fidelity Investments

Senior Manager, Global Financial Controls CoE

<h3>Financial Services Associate - Testing and Reporting Services (TRS)</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX. *** This is a true 3 month contract that starts in December 1st*** *** Hybrid schedule - but will be in office entirety for December for training *** The Role The Financial Services Associate-Testing and Reporting Services (TRS), as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing &amp; Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline. The Expertise and Skills You Bring <ul> <li>Bachelor's degree or equivalent work experience preferred. </li><li>One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions. </li><li>Personal computer proficiency required: Windows Office and web-based applications experience preferred. </li><li>Outstanding organization, multi-tasking and time management skills </li><li>Detail, process and goal-oriented </li><li>Phenomenal client communication skills, especially by phone </li><li>Strong computer skills with an emphasis on Microsoft Excel </li><li>General knowledge of 401k industry a plus but not required </li></ul> <h3>Dynamic Working</h3> 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 all business days of every other week in a Fidelity office.

Fidelity TalentSource

Financial Services Associate - Testing and Reporting Services (TRS)

<h3>Job Description:</h3>Sr. Manager, Digital Assets OperationsThe Role In this role you will be responsible for assessing and documenting the requirements for Fidelity’s digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to move from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.The Expertise and Skills You Bring <ul><li>Bachelor’s degree or equivalent. 7+ years of experience preferred. CAIA and /or CFA is a plus. </li><li>Experience in investment and fund operations, including key processes (administration, valuation, custody, trading ops, performance, compliance) and how operating models function across asset management. </li><li>Experience in asset management operations, product/portfolio operations, or technology-enabled operating model change. </li><li>Understanding of digital asset space and ability to ramp quickly in this sector. Detailed knowledge of digital investment products—cryptocurrencies, tokens, and blockchain-based transaction flows—preferred. </li><li>Project/program management excellence, including proficiency with PM tools and PMO practices. </li><li>Exceptional stakeholder management, communication, and analytical problem-solving skills—able to influence in a matrixed environment, synthesize complex issues, and deliver clear, actionable recommendation. </li></ul>What You’ll Do Program &amp; PMO Leadership <ul><li>Own end-to-end program management for digital asset operations initiatives (RTB + CTB). </li><li>Build and maintain integrated project plans, deliverables calendars, and critical path timelines. </li><li>Establish and run cadence with business partners across FFIO, GPS, AM, Compliance, Legal, Risk, Technology, TO, and external providers. </li><li>Create executive-ready materials for stakeholders and governance forums. </li><li>Stand up and run program PMO mechanisms: RAID, decision logs, change control, intake triage, and KPI tracking. </li></ul>Governance, Communication &amp; Education <ul><li>Prepare concise, decision-oriented communications for leadership. </li><li>Maintain documentation of operating models, process maps, RACI, controls, and playbooks. </li><li>Leverage Fidelity’s Digital Drivers curriculum to cascade digital asset awareness across FFIO and partner teams. </li></ul>Run the Business <ul><li>Coordinate daily operational readiness for digital products—process stability, controls, SLAs, and incident response. </li><li>Track and resolve operational issues, drive root cause analysis and durable fixes. </li><li>Align and document procedures across administration, custody, valuation, trading ops, performance, compliance monitoring, and data flows. </li></ul>Change the Business <ul><li>Lead cross-functional execution for new capabilities, product launches, regulatory change, and platform migrations. </li><li>Manage dependencies across teams and vendors; ensure testing, readiness, and controlled releases. </li><li>Assist Technology on roadmap delivery for digital assets. </li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamIn Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work.<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.

Sr. Manager, Digital Assets Operations

<h3>Job Description:</h3>Job Title: Senior Manager, Global Financial ControlsThe RoleAre you ready to make an impact? If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC Senior Manager is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated audits and advisory reviews over select strategic initiatives. The role provides thought leadership, subject matter expertise and closely partner with Senior Business Leaders, Head of Corporate Accounting &amp; Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function’s mission. The role will report to the Head of Global Financial Controls CoE or a Director.The Expertise and Skills You BringPlay an integral role as part of GFC’s leadership team and through your advanced understanding of US GAAP, Internal Controls over Financial Reporting, Accounting concepts/standards and relevant frameworks (COSO). Lead and coach junior practitioners to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance)</li><li>Eight plus years of progressive experience with leading financial statement audits and assurance reviews</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Proficient with accounting concepts and financial processes including financial statement risks and controls</li><li>Professional certification CPA highly desired. Other relevant certifications CISA, CA, CIA, or CISSP</li><li>Exposure to IT Applications Controls, key reports testing and/or IT General Controls</li><li>Exposure to ERP/GL SaaS implementations, Alt Investments and/or Digital Assets incl. regulatory guidance</li><li>Exceptional leadership and proficient relationship builder with proven influencing and people management skills</li><li>Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.The base salary range for this position is $89,000-180,000 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>Audit

Senior Manager, Global Financial Controls - CoE

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>What to expect…</h3>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.<h3>The Skills You Bring</h3><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><h3>The Value You Deliver</h3><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><h3>Our Investments in You</h3>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, SalesMost 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.

Workplace Planning Associate - Westlake, TX

<h3>Job Description:</h3><h3>The Role </h3>The Associate, Annuity &amp; Life Product Management is a key member of the Institutional Custody &amp; Retirement product team and will support the development and management of a holistic suite of retirement and protection products intended for intermediary Fidelity clients like Broker Dealers and RIAs. <h3>The Expertise and Skills You Bring </h3>This role will drive product development in partnership with intermediary clients and related external partners/ vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuities, with expertise in life insurance and long-term care products being a plus. Specifically, an understanding of the evolving carrier e-App and DTCC ecosystem for end-to-end electronic annuity order processing and posting will differentiate a candidate. <ul><li>Bachelor’s degree (or its equivalent). </li></ul><ul><li>3-5 years of experience with annuities, insurance products and the respective marketplace (specifically the insurance carrier or distributor side). </li></ul><ul><li>Experience with a large (top 10) carrier of Annuity products is a big plus. </li></ul><ul><li>Experience with brokerage technology is a plus. </li></ul><ul><li>Ability to interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing. </li></ul><ul><li>Ability to collaborate with a variety of Fidelity &amp; vendor technology teams to establish clear client-ready outcomes that enable annuity platform adoption </li></ul><ul><li>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment. </li></ul><ul><li>You are curious, driven, collaborative in nature and an excellent teammate. </li></ul><ul><li>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period. </li></ul><ul><li>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress. </li></ul>Note: Fidelity is not providing immigration sponsorship for this position <h3>The Team </h3>This dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and a slew of internal stakeholders across Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience overall. Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence. The associates building Annuity products and services form one group within an organization that supports a variety of Retirement products like IRAs &amp; HSAs, and a variety of Institutional Custody products serving Trust &amp; Trust Accounting needs in the Bank &amp; Recordkeeper space.<h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<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.

Associate - Annuity & Life Product Management

<h3>Job Description:</h3><h3>The Role</h3>As a member of the Fidelity Wealth Technology, Planning, Operations, and Enablement team, you’ll be a part of a highly collaborative, engaged, and diverse team of technology enablement leaders. You’ll be a trusted partner to senior technology leadership, enabling seamless executive routines and consistent processes that support strategic planning, workforce, and delivery management. In combination, these routines and processes provide senior leadership with powerful opportunities to drive alignment of strategy, work, and people, forecast delivery associate capacity and financial planning, and foster a culture of engagement. In partnership with cross-functional leaders and teams, you’ll ensure these opportunities are achieved with consistency, standardization, and efficiency. Additionally, you’ll gain deeper business acumen and IT product knowledge within the organizations you support, enabling you to consult, collaborate, and advocate on behalf of the organization across Wealth Technology and beyond.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree in business, computer science, computer or system engineering, or related field, MBA a plus</li><li>10 years+ experience in technology delivery, portfolio management &amp; planning and/or project management experience</li><li>Strategy, planning, and governance within a technology organization, with skills in using data to tell a strong cohesive story</li><li>Designing and implementing business strategies, plans and procedures to support the leader</li><li>Strong executive presence and communication skills with expertise conveying complex information and data simply and meaningfully</li><li>Attention to detail and outstanding organization and coordination skills to lead, coordinate, and facilitate ongoing executive routines and materials that enable strategic organizational management and decision making</li><li>Adopting and implementing policies that promote organization goals and vision</li><li>Managing relationships with partners/vendors</li><li>Multi-year planning and budgeting knowledge and proficiency such as Quarterly Business Review (QBR) and Quarterly Technology Review (QTR) preferred</li><li>Experience working with teams to develop objectives and connect initiatives / planned work</li><li>Deep understanding of various technology execution frameworks and methodologies, as well as technology delivery tools like Jira, Jira Align, ServiceNOW</li><li>Demonstrated strength and experience driving technology projects and deep working knowledge of DevOps practices, and SDLC (software development lifecycle)</li><li>Organizational proficiency and a proactive, creative, and collaborative approach to enable the solutioning of strategic business issues with various levels of leadership and associates across many disciplines</li><li>Ability to facilitate discussions at all levels of the organization, including executive leadership</li><li>Critical thinker and problem-solver with the ability to design, implement, and optimize routines, processes, and materials for greater efficiency and effectiveness, in a fast paced, multifaceted environment</li><li>Continuously strengthening Fidelity’s values and team-oriented culture through collaboration and knowledge sharing</li><li>Comfort navigating ambiguity to deliver clarity and mobilize solutioning</li><li>Strong instinct for collaboration, an active listener, and strong communicator</li><li>Advanced skills in Microsoft PowerPoint and Excel</li></ul><h3>The Team</h3>Fidelity Wealth Technology Planning, Operations, and Enablement Delivery partners with leaders &amp; teams to inspect, adapt &amp; mature high-impact delivery solutions, cultivate an empowered delivery culture with insights, coaching &amp; enablement, and champion continuous improvements that guide us toward business agility. We are focused on building a highly integrated organization, aimed at maximizing value delivery for Fidelity Wealth.Note: Fidelity will not provide immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>Business Analysis, Information TechnologyMost 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.

Strategic Operations Lead

<h3>Job Description:</h3>The Senior Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health &amp; Welfare plans for a book of business containing clients with small to large plans. The Senior Associate works on plans of varying complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. Other responsibilities include managing client relationships with service providers – such as auditors, trustees, record keepers, and insurance agents; acting as a technical resource for clients, colleagues, and various internal business partners; peer-reviewing the work of Associates on the team; and serving as a mentor for others.The Senior Associate may also provide support for our QDRO (Qualified Domestic Relations Order) processing activities.<h3>The Expertise and Skills You Have </h3><ul><li>Specific experience with Form 5500 and related filings required</li><li>Experience with Form 5500 filing software (FT William, Relius, EFast, etc.)</li><li>7+ years working with DB, DC, or Health &amp; Welfare plans</li><li>Bachelor’s Degree or equivalent work experience</li><li>Outstanding client consulting skills</li><li>Excellent coaching skills</li><li>A deep understanding of form 5500 and related filing work.</li><li>You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.).</li><li>Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management.</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality.</li><li>Impressive oral and written communication skills.</li><li>Focus on quality, details, and meeting client expectations.</li><li>Strong customer service approach.</li><li>Organized, self-motivated, and focused on meeting deadlines</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Value You Deliver</h3><ul><li>Act as a subject matter expert for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting.</li><li>Work with Fidelity colleagues, clients, and third parties to onboard new clients.</li><li>Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&amp;W and Puerto Rico benefit plans.</li><li>Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals.</li><li>Develop strong relationships with clients – including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners – including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers.</li><li>Peer-review the work of junior colleagues on the team and provide mentorship.</li><li>Work on special projects.</li><li>Expand overall knowledge of the Workplace Consulting Group.</li><li>Review/Qualify Domestic Relations Orders and prepare communications for involved parties.</li></ul><h3>The Team</h3>This role will reside within Workplace Consulting’s Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE’s interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.The base salary range for this position is $80,000-153,000 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>Consulting

Senior Associate, Compliance (Form 5500 Filings)

<h3>Job Description:</h3>Fidelity’s Workplace Investing (WI)/Healthcare (HCG) business units help employers offer successful benefit programs to improve their employees’ overall well-being. WI/HCG offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, outstanding service, and engaging employee experiences. WI/HCG is the market leader with ~30% market share serving 26K employer clients &amp; 34M employees and administrating $3.0T in assets.The Stock Plan Services Product Domain exists to focus and deliver upon the needs of our Stock Plan Clients and 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> As the SPS Product Offering Lead you blend broad product management expertise with a deep understanding of Equity Compensation Products to identify the product features that deliver the maximum business partner and/or customer value. You will help rationalize the strategic direction for the Domain by analyzing market/product feature gaps that will increase the value of our offering to current and prospective clients supporting future growth of our business versus our current priorities. You will analyze new business ideas and work with Product Areas leaders and technology partners in the agile model to assess the solution size as input into our portfolio priorities. In your role, you will be responsible for defining the SPS Domain Product story and interface with clients to share our focus areas and roadmap. You will focus on looking at the holistic offering including digital experiences and formulating a strategic point of view of how to maximize the deployment of our technology resources to maximize value to our business. You will interface with the sales organization and Fidelity Workplace Consulting to influence the nature of tactical solution deployed while driving alignment on how these will transition to the strategic SPS product offering over time. You will also assist with effective go-to-market routines to enable adoption of new features and services.As the Offering lead you will manage the chapter area resources responsible for defining product features for our execution portfolio. You will work to support alignment of the product vision from initial business case through to feature decomposition to support agile delivery in the agile teams. You will further partner with the Chapter Area Leader to support a learning curriculum that will strengthen the Equity Compensation domain knowledge and business analysis functions that support success in delivery. The Expertise You Have <ul><li>Bachelor’s Degree required; MBA preferred.</li><li>Series 7, 63 and 24 licenses preferred.</li><li>15+ years of financial services work experience</li><li>Proven track record of defining a strategic product vision and creating business cases/idea screens for support.</li><li>Experience engaging with executive and senior (C-suite) internal and external customers and partners.</li><li>Experience defining complex product features spanning Workplace and Brokerage Capabilities</li><li>Financial services experience, with brokerage experience a plus</li></ul>The Skills You Bring <ul><li>Experienced and inspirational people leader, skilled at setting strategic direction across multiple products, segments, and experiences engaging internal/external partners to drive alignment on a product vision.</li><li>Executive level experience leading the definition of broad, complex, feature set and product offerings aligned with and in support of the strategic direction of the organization.</li><li>Robust decision making supported by data-focused approach that drives feature prioritization, in day-to-day leadership and strategic tradeoff analyses.</li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the firm.</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 an inclusive culture that encourage diversity of thought, drives debate, and encourages all to unlock their potential on behalf of our clients.</li></ul>The Value You Deliver <ul><li>Strong product management experience including offering design, value proposition definition, customer engagement strategy and associated go-to-market functions to ensure success of feature deployments.</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><li>Proactively partnering with the External Clients, SPS Leadership Team, other Domain, Tribe, Chapter Area, COE, and Team leaders to:<ul><li>Understand market gaps and/or the needs of customers and business partners.</li><li>Define and analyze business opportunities associated with new feature delivery.</li><li>Drive alignment on feature definition and associated market priorities to delivering on strategic priorities and value.</li><li>Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities</li><li>Sharing relevant insights, knowledge, and developments across the Domain</li></ul></li><li>Advocate for Stock Plan customer needs with partner teams across multiple domains, business units to gain alignment on an E2E vision supporting Stock Plan customer needs.</li><li>Encouraging continuous learning and development, a growth attitude and increased skill proficiency</li><li>Leading innovative growth strategies as part of Fidelity’s highest critical initiatives (e.g., Fidelity Neighborhoods), and attracting new customers, growing revenue, driving efficiency, and enhancing technology platforms</li><li>Working with Product Area Leaders, Portfolio Strategy team and chapters to optimize technology roadmaps on the highest value features</li></ul>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 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product Management

Stock Plan Product Offering and Analysis Practice Lead

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST<h3>Certifications:</h3><h3>Category:</h3>Customer 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.

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