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<h3>Job Description:</h3><h3>Security Representative</h3><h3>The Role</h3><p>Become a Security Representative at Fidelity Investments and join a team that values safety, collaboration, and top-notch performance! This outstanding opportunity enables you to work in a dynamic setting where your skills and devotion will help uphold a secure and inviting environment for all. As a Security Representative, you will have a pivotal role in delivering top-tier customer service and security operations that showcase our dedication to outstanding performance. You will be required to work 12-hour rotating shifts including days, nights, weekends and holidays to meet business needs.</p><h3>The Expertise and Skills You Bring</h3><p>As a Security Representative, you will be given various tasks to guarantee the safety and security of our facilities, associates, and visitors. Your responsibilities will be diverse and pivotal in ensuring the safety and security of our facilities, associates, and visitors. They include Performing first-responder rescue activities in medical or facility emergency situations, acting as the primary decision maker or incident commander as needed.</p><ul><li><p>Applying life safety equipment like fire extinguishers, first aid supplies, and radios.</p></li><li><p>Demonstrating a composed and thoughtful attitude in high-pressure situations, while also being capable of prolonged periods of walking or standing in one place.</p></li><li><p>Greeting visitors and associates, ensuring a professional appearance and demeanor while following security protocols.</p></li><li><p>Facilitating access control, life safety solutions, and proactive incident management and mitigation.</p></li><li><p>Delivering customer-centric experiences when interacting with visitors, vendors, associates, and customers, ensuring compliance with company standards and policies.</p></li><li><p>Taking the initiative to conduct inspections, assessments, and reviews to guarantee the functionality of security and life safety equipment.</p></li><li><p>Providing direct and ongoing support to associates and guests requiring accommodations or experiencing external threats impacting workspace safety.</p></li><li><p>Monitoring threat intelligence and understanding how internal and external risk environments impact site security procedures.</p></li></ul><p>To succeed in this role, you should meet the following qualifications:</p><ul><li><p>A Bachelor's degree or equivalent experience is strongly preferred, though equivalent life/work experience (such as military service) will be considered.</p></li><li><p>1-3 years of prior experience in security, customer service, or hospitality.</p></li><li><p>Familiarity with current security technology and systems, with basic computer proficiency.</p></li><li><p>Understanding of physical security principles.</p></li><li><p>Ability to build and maintain relationships in a business setting.</p></li><li><p>Diligent, capable of adhering to standard operating procedures.</p></li><li><p>Demonstrated ability to exercise good judgment under ambiguous circumstances.</p></li><li><p>Ability to function autonomously and collaboratively within a team setting.</p></li><li><p>Proficiency in common computer software and the capability to acquire knowledge of specialized programs/applications.</p></li><li><p>Conducting focused patrols on foot or by vehicle within assigned areas of responsibility.</p></li><li><p>Conducting regular inspections, audits, and reviews to verify the functionality of security equipment and the safety of workspaces.</p></li><li><p>Applying electronic and mechanical devices to monitor, record, and report abnormal conditions.</p></li><li><p>Producing accurate reports and records of activity and incidents.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $48,000-91,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Security

Fidelity Investments

Security Representative

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Atlanta, GA

<h3>Job Description:</h3><p><strong>Financial Consultant</strong> </p><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. </p><p><strong>The Purpose of Your Role</strong> </p><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. </p><p><strong>The Expertise We’re Looking For</strong> </p><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions </p></li></ul><ul><li><p>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire </p></li></ul><ul><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility </p></li></ul><ul><li><p>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one </p></li></ul><p><strong>The Skills You Bring</strong> </p><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions </p></li></ul><ul><li><p>Being coachable, collaborative, and curious are your "go to" attributes </p></li></ul><ul><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive </p></li></ul><ul><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations </p></li></ul><ul><li><p>Extensive knowledge of investment solutions </p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position </p><p><strong>Our Investments in You</strong> </p><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! </p><p><strong>The Value You Deliver</strong> </p><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals </p></li></ul><ul><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future </p></li></ul><ul><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills </p></li></ul><ul><li><p>You have a steadfast commitment to your clients while making a positive impact in the community </p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Lehigh Valley, PA

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Planning Consultant - Charlotte, NC

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Charleston, SC

<h3>Job Description:</h3><h3>Vice President, Branch Leader</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.<br> </p><p>The <strong>Expertise</strong> We’re Looking For<br> </p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><h3>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.<br> </h3><h3>The Skills You Bring<br> </h3><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity<br> </li></ul><h3>The Value You Deliver<br> </h3><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.<br> </p><h3>How Your Work Impacts the Organization<br> </h3><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<br> </p><h3>Company Overview<br> </h3><p>Our mission at Fidelity is to make 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 <strong>FidelityCareers.com</strong></p><p>Fidelity Investments is an equal opportunity employer.</p>The base salary range for this position is $115,000 - $170,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - Berkeley, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As Fidelity Investments' Director for Health and Welfare Growth Enablement, you will build and enhance our diverse benefits administration engagement and communication offerings. This pivotal role drives our Health and Welfare Benefit Administration business growth, being part of a team to implement go-to-market strategies and support clients in solution implementation.</p><p><strong>Key Responsibilities</strong></p><p><strong>Go To Market Responsibilities</strong></p><ul><li>Guide product exploration through user research, competitive analysis, industry trends, customer and internal stakeholder input, and internal specialists to establish a vision and uphold a customer-centric product strategy.</li><li>Lead the development of coordinated go-to-market strategies, covering customer targeting and fit, packaging and pricing, and channel distribution options.</li><li>Collaborate with the marketing team to build compelling product positioning and messaging that effectively communicates value to target audiences.</li><li>Serve as the product area specialist, aiding all business collaborators throughout the enterprise, such as marketing, relationship management, sales, communication consultants, and workplace consulting.</li><li>Guarantee product preparedness and promote internal training throughout the organization, encompassing a cross-functional, organization-wide endorsed service structure, RFI/RFP materials and positioning, sales, and client team preparedness. Create and maintain centralized communications and collateral.</li><li>Collaborate with deployment team to ensure a seamless and bundled deployment approach, considering launch timeframes, opportunities for coordination with other products, and simplicity for the field.</li><li>Support sales, implementation and client facing teams to drive adoption and client happiness with the product.</li><li>Define and track measures of efficiency and key performance metrics, including adoption, use, engagement, efficiency, client retention, and happiness. Leverage data to drive continuous improvement.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required.</li><li>7+ years of experience in go-to-market planning, marketing and product positioning &amp; messaging, product development, and/or benefits communications consulting.</li><li>5+ years in the financial services or third-party benefit administration industry or employer servicing experience, with health-related benefits and administration being a plus.</li><li>Understand employer-provided benefits like medical, dental, vision, retirement, HSA/FSA, and voluntary benefits.</li><li>Comfortable navigating complex organizations and interacting with cross-functional teams spanning multiple business units.</li><li>Demonstrates strong strategic competence with a customer-centric viewpoint.</li><li>Clear communication skills, comfortable engaging with all levels of management, clients, and external audiences.</li><li>Ability to lead, influence, and motivate colleagues and peers without formal authority.</li><li>Intellectually curious and capable of modeling a culture of learning and mentoring.</li><li>Strategic and long-term problem solver without compromising speed for perfection.</li><li>Ability to prioritize multiple tasks, meet deadlines, and deliver business results.</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>Fidelity Health focuses on offering products and services to assist customers with health care benefits.</p><p>We are in need of candidates with various skills, unwavering curiosity, a proactive approach, and the dedication to bring new digital experiences to fruition.</p><h3>Certifications:</h3><h3>Category:</h3>Sales Support<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Health and Welfare Growth Enablement

<h3>Job Description:</h3><p>The FFIO Risk Team within the Fidelity Risk group is looking for a passionate, hard-working team member to help support the business in identifying, monitoring and mitigating risks in order protect the interests of the firm and our customers. The Risk Manager is responsible for protecting Fidelity’s customers and deepening their trust in Fidelity by partnering with the business to identify risks and develop innovative solutions to enhance controls, while fostering a strong risk mindset within the business. To execute on this goal, the team is responsible for identifying, assessing, and reporting on significant risks and helping management improve the control environment. </p><p><strong>The Businesses We Support</strong></p><p>Our team provides Business Unit Risk support within Fidelity Fund and Investment Operations (FFIO), including, Global Product Solutions, Consolidated Data Services, and Alternative Accounting groups.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>Bachelors’ Degree required</p></li><li><p>5+ years’ industry experience, including Audit or other Risk Management activities</p></li><li><p>Other applicable experience (e.g., data governance, accounting, mutual fund operations, etc.) helpful but not required</p></li><li><p>Demonstrated leadership or project management experience</p></li></ul><p><strong>The Skills You Bring </strong></p><ul><li><p>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </p></li><li><p>Understands, supports and can articulate the vision, mission and strategy of Risk</p></li><li><p>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</p></li><li><p>Well versed in data analytics capabilities and tools (e.g., Excel, Tableau, Power BI); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</p></li><li><p>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</p></li><li><p>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</p></li><li><p>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</p></li><li><p>Adaptable to new information, changing business priorities, input from others, and lessons learned</p></li></ul><p><strong>The Value You Deliver </strong></p><p>The candidate’s primary responsibility will be providing business unit risk support, including:</p><ul><li><p>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</p></li><li><p>Continuously analyzing and assess the risk profile of the business</p></li><li><p>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</p></li><li><p>Collaborating across our Risk team and other business support partners to optimize the Risk Management support provided to the business and advance the effectiveness of our program</p></li></ul><p>The candidate’s additional responsibilities in support of FFIO key initiatives that impact multiple business areas may include:</p><ul><li><p>Coordinating engagement lifecycle activities for key initiatives, assisting with weekly huddles across risk verticals, tracking initiative schedules, and maintaining initiative inventory to ensure readiness assessments identify key risks and impacted service lines before production</p></li><li><p>Driving consistent execution by maintaining engagement templates and tools, ensuring timeliness with workpapers, process diagrams, and risk &amp; control matrices to enable timely risk identification and escalations</p></li><li><p>Supporting risk leads in reporting and documentation, including readiness checklists, Archer logging, and providing updates to Risk SLT and vertical teams to maintain alignment and transparency</p></li></ul><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Risk Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Make a difference in client success as a strategic IPO Consultant, guiding companies through late-stage readiness and private-to-public transitions. As a Vice President, IPO Consultant within Stock Plan Services (SPS), you will lead high-impact engagements with late-stage private companies preparing to go public. You will combine deep equity compensation expertise with IPO advisory and transition service model design to shape strategy, educate clients, and coordinate Fidelity’s cross-functional support.</p><p><strong>The Team</strong></p><p>You will operate as a senior member of the SPS Plan Services Consulting team, partnering closely with Managing Directors/Client Managers, Client Service Managers, Implementation Managers, Operational Consultants, Communications, Fidelity Stock Transfer, Executive Services, Wealth &amp; Brokerage, and Fidelity Private Shares. You will be the face of Fidelity’s IPO readiness offering, driving strategic conversations and ensuring clients are set up for long-term success post-IPO.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>15+ years of experience in equity compensation, IPO advisory, or relevant legal experience.</li><li>Series 7/63 licenses required (or obtained within first 120 days).</li><li>Deep understanding of IPO phases, equity plan design, insider trading policies, and participant communications.</li><li>Knowledge of different public offering strategies (i.e., De-SPAC, Traditional IPO, Direct Listing)</li><li>Bachelor’s degree required; CEP designation preferred.</li><li>Proficiency with HubSpot, Salesforce, PitchBook, and Tableau for late-stage identification and pipeline management.</li><li>Executive presence and the ability to lead sensitive, high-profile discussions with boards and C-suite.</li><li>Cross-functional orchestration across Fidelity Stock Transfer, Executive Services, Wealth &amp; Brokerage, Communications, Implementation, and Fidelity Private Shares.</li><li>Deep knowledge of the SPS Plan Administration System and experience facilitating industry best practice discussions across legal, communications, executive planning, and equity plan design.</li><li>Strong data enablement using late-stage indicators and CRM/analytics tools to trigger outreach and qualify opportunities.</li><li>Ability to build internal enablement assets and train client-facing teams on IPO monitoring signals and readiness.</li><li>Thought leadership to elevate Fidelity’s brand through webinars, whitepapers, and industry events.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Lead IPO readiness and transition discussions, including best practices, timelines, and strategic decisions.</li><li>Mobilize and coordinate cross-functional partners; ensure smooth private-to-public implementation and IPO execution.</li><li>Educate internal teams on signals and readiness; build repeatable playbooks and reduce friction across transitions.</li><li>Elevate Fidelity’s brand as IPO-proficient through thought leadership and market engagement.</li><li>Drive adoption of ancillary services (Fidelity Stock Transfer, Exec Services, Wealth, Charitable)</li><li>Support implementation teams during private-to-public transitions</li></ul><p><em>Note: Fidelity is not providing immigration sponsorship for this position.</em></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Business Strategy<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, IPO Consultant - Stock Plan Services

<h3>Job Description:</h3><p>Over the past five years, Fidelity has made a significant investment in developing Alternative Products, with a strong focus on launching new offerings across private equity, private credit, hedge funds, real assets, and emerging digital assets. Fidelity Fund and Investment Operations (FFIO) is responsible for providing operational support for these Funds, including Fund Accounting, Shareholder Reporting, Data Governance, and Cash and Position Reconciliation. In addition, FFIO is accountable for meeting fund regulatory and audit obligations (e.g., Sarbanes-Oxley 404 and SOC 1 reporting).</p><p><strong>The Businesses We Support</strong></p><p>This role will primarily support the Global Product Solutions (GPS) team within FFIO. GPS is responsible for managing fund events on behalf of Advisors and distribution channels and supporting core, alternative and digital asset product implementations.</p><p> <strong>The Expertise You Have </strong></p><ul><li>Bachelors’ Degree required</li><li>5+ years’ industry experience, including Audit or other Risk Management activities</li><li>Manage multiple projects simultaneously, with strong skills in planning, scheduling, resource allocation, and risk mitigation to ensure successful delivery</li><li>Understanding of Alternative Investment Products, including partnerships, crypto, direct lending, interval and evergreen funds, etc. </li><li>Fundamental knowledge of alternative product requirements and complexities</li><li>Fund accounting and operations knowledge, specifically related to alternative investments</li><li>Demonstrated leadership or project management experience </li><li>Excellent verbal and written communication skills with the ability to articulate complex problems </li></ul><p><strong>The Skills You Bring </strong></p><ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Support cross-functional projects from initiation to completion, ensuring alignment with business objectives, timely delivery, and adherence to quality standards</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Tableau); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</li><li>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </li></ul><p><strong>The Value You Deliver </strong></p><p>The candidate’s primary responsibility will be providing business unit risk support, including:</p><ul><li>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</li><li>Continuously analyzing and assessing the risk profile of the business</li><li>Collaborating across our Risk team and the Legal, Risk and Compliance group to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul><p><strong>Company Overview </strong></p><p>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. We are proud of our <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value</strong> our associates for their unique perspectives and experiences. For information about working at Fidelity, visit <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">Fidelitycareers.com</a></p><p><em>Fidelity Investments is an equal opportunity employer.</em></p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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