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<h3>Job Description:</h3><p><strong>The Role</strong></p><ul><li>Supporting the operations of the Fidelity Compliance Programs by daily monitoring of trade activities for specific equity, fixed income and alternative funds and accounts to ensure that their investment policy limitations are followed</li><li>Communicating client, regulatory, prospectus, Board, and internal policies to portfolio managers and traders</li><li>Educating portfolio managers and traders on applicable fund/account guidelines and trading policies; and implementing effective mechanisms to provide timely reporting</li><li>Monitoring complex investment strategies</li><li>Providing AMC management with information on current trends and issues recognized during assignments and recommend plans for improvement</li></ul><p>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor's degree in a business discipline (finance, general business or economics) preferred</li><li>Knowledge of or experience in the financial services industry, compliance and/or operations</li><li>Strong communication skills, when needed to present on investment compliance topics and to senior investment professionals</li><li>Strong analytic skills, resourcefulness, problem-solving abilities, and attention to detail</li><li>Valued teammate with good interpersonal skills and like to work collectively across functions</li><li>Able to identify key opportunities for improvements in process through technology solutions</li></ul><p><strong>The Team</strong></p><p>Asset Management Compliance (AMC) works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are focused on delivering sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.</p><p>The Investment Compliance Monitoring Team, within AMC, is responsible for proactively reducing the risk of trade error and portfolio compliance violations through real time and post trade compliance monitoring with client, regulatory and internal policy limitations. This team is the first point of contact for investment professionals seeking advice related to their portfolios’ state of compliance. Investment compliance support spans across all product types.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Associate, Asset Management Compliance

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Looking for your next opportunity to innovate and drive growth? National Charitable Services (NCS) is seeking a highly motivated individual with a growth mindset. A product owner with strong analytical, communication, and problem-solving skills to oversee the product delivery of new, innovative offerings that deliver customer value and align to National Charitable Service’s future vision. This includes:</p><ul><li><p>Bringing together a team of squad members to deliver on specific product features and coordinating with cross-functional teams.</p></li><li><p>Enabling working iteratively, innovating through testing and experimentation and learning from transparent feedback and failures while celebrating success.</p></li><li><p>Understanding the technology ecosystem (standards, practices, processes &amp; tools); translating, defining and understanding technical requirements needed to deliver capabilities/features.</p></li><li><p>Reporting to the Product Area Leader and matrixed accountability to functional Chapter Leaders for quality delivery and releases of discrete product features and capabilities; as well as talent planning and squad member development.</p></li></ul><p><strong><em>Note: Fidelity is not providing immigration sponsorship for this position</em></strong></p><p><strong>The Expertise and Skills You Bring</strong><br> </p><p>Owns alignment on “what” and “when” work is performed through ongoing planning and prioritization of a product backlog. Partners with other product delivery owners to influence broader strategic decisions, roadmaps and resource requirements to set and refine the mission. Responsible for balancing strategic and program level requirements in the product with core and maintenance changes including TLM, enterprise technology strategy prioritization.</p><ul><li><p>BA/BS required; MBA or equivalent experience preferred</p></li><li><p>5-8 years of experience in digital product development and financial services preferred</p></li><li><p>Knowledge of and experience with institutional clients including financial advisor firms preferred</p></li><li><p>Ability to lead and improve sophisticated programs while demonstrating positive relationship skills across business teams such as technology, service, sales and relationship management, marketing, and legal/risk/compliance</p></li><li><p>Ability to coach and empower team to prioritize work, focus on execution, identify, communicate and remove impediments to progress</p></li><li><p>Data-focused approach to understanding customer needs, translating strategic objectives into action, and measuring performance against established objectives and critical metrics</p></li><li><p>Agile, Jira and Jira Align experience preferred.</p></li></ul><p><strong>The Team</strong></p><p>The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments, through National Charitable Services, provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Change Management, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising. </p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Product Owner, Charitable

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>Do you have a desire to bring your alternative investments experience to a top financial services firm? Are you also looking for a position to grow your business and auditing skills and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! You will work with a team dedicated to Fidelity’s growing alternative investments business, provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation and mission is to drive positive change throughout the firm.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>7+ years of proven experience in alternative investment vehicle structures preferred. Auditing experience a plus, but not required.</li><li>Proven experience includes alternative fund investment operations (such as trading, portfolio analytics, performance and compliance) and/or alternative fund operations (such as fund administration, accounting, pricing/valuation, distribution or regulatory reporting)</li><li>Undergraduate degree in multiple fields of study accepted.</li><li>Professional certifications (e.g., CPA, CIA, CFA, CFE) not required but a plus. </li><li>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.</li><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload.</li><li>Strong problem solving and analytical skills.</li><li>Solid understanding of audit practices, tools, techniques, concepts, and trends is a plus</li><li>Commitment to innovative, collaborative, and digital working style.</li><li>Strong presentation, written, and interpersonal communication skills.</li><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.</li></ul><p><strong>The Role</strong></p><p>The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s alternative funds/investments and other businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to:</p><ul><li>Works with business and technology management to build a deeper understanding of risks and controls specific to Fidelity’s alternative investments vehicles.</li><li>Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function.</li><li>Leverages audit automation tools in the evaluation of business operations and systems.</li><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results.</li><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies.</li><li>Prepare audit reports with clearly documented issues and management actions plans and include related implications to the business or enterprise as a whole.</li><li>Coaches and mentors Analysts and Senior Analysts on the team.</li><li>Builds deep working relationships with audit teams and clients.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Audit<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Audit Senior Manager

<h3>Job Description:</h3><p>Account Executive (AE) will lead acquisition effort with Mid and Large Market corporate Defined Contribution plan sponsor prospects in a multi-state territory (TX, LA, AL, AR, MO, MS, OK) . Emphasis is on effective sales process execution and territory development.</p><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li>10+ years institutional sales or client-facing experience required</li><li>Advisor/ Consultant or intermediary sales experience</li><li>Defined contribution experience required</li><li>Mid or Large Market experience preferred (50-250 Million Plan Assets)</li><li>Requires ~40% travel.</li><li>NASD Series 7 and 63 required.</li><li>College degree required.</li></ul><h3><strong>The Purpose of Your Role</strong></h3><p>As an institutional sales executive, you will be responsible for prospecting and advancing opportunities through financial intermediaries. You’ll help lead pursuit teams, responsible for developing and maintaining strong relationships internally and externally.</p><h3><strong>The Skills You Bring</strong></h3><ul><li>Ability to comprehend and conceptualize prospect needs / interests and devise effective strategies</li><li>Critical listening, questioning and communication skills (written and verbal).</li><li>Relationship selling skills (B2B client and external consultant)</li><li>Ability to sustain the complex sale and longer institutional cycle (typically 2+ months).</li><li>Complex and competitive fee and contract negotiation.</li><li>Ability to analyze plan design, operations, investments, and recommend specific solutions.</li><li>Demonstrated product and service subject matter expertise.</li><li>Ability to coordinate RFP process.</li><li>Exceptional prioritization, time management and organizational skills.</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Defined Contribution sales (full-service recordkeeping).</li><li>AUA (assets under administration) sales.</li><li>AUM sales.</li><li>Multi-product sales.</li><li>Deal strategy development (in close collaboration with manager).</li><li>Creative thinking (deal strategy / tactics)</li><li>Real Deal Prep Process.</li><li>Finals preparation and presentation.</li><li>Post Finals advancing and closing strategy / execution.</li><li>Coverage and activity requirements (calls, emails, meetings, LinkedIn).</li><li>Salesforce.com reporting and forecasting.</li><li>Consultant/ Advisor relationships.</li><li>Internal business partner leadership and collaboration.</li><li>Efficient hand-offs to Implementation.</li><li>Compliance with WI Finance pricing / risk and policies</li><li>Adherence to FINRA / other sales practice and other reqs.</li><li>FINRA licensing</li></ul><h3><strong>How Your Work Impacts the Organization</strong></h3><p>You will help Fidelity and WI grow through the acquisition of new clients, assets and multi-product relationships. AEs also help retain existing clients merging with other organizations.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

VP, Account Executive- Mid/Large 401K Sales

<h3>Job Description:</h3><p><strong>Product Manager - Risk and Customer Protection</strong></p><p>Fidelity Investments has an opening for a Product Risk Analyst that presents an outstanding opportunity to further an individual’s career in fraud controls and customer experience at one of the top financial service companies in America. We are a customer-facing team that provides customer protection support to Fortune 500 companies, major universities, and leading technology, finance, and healthcare companies. In this role, you will bring and grow your security, risk and fraud domain expertise to support multiple business and technology partners. You will engage with Product and Squad Leaders playing a direct role in understanding control gaps and working with partners to help mitigate fraud events against Fidelity customers and plan sponsors. You will help identify the WI and Core and Common security roadmap of our customer experience.</p><p>Specific responsibilities include:</p><ul><li>Applying a solid grasp of information technology processes and controls and a comprehensive understanding of risk and Cyber Threat Intelligence.</li><li>Representing Customer Protection across various technology and business disciplines, with a focus on fraud prevention controls while conveying customer security expectations.</li><li>Influence key decision makers through a combination of knowledge, reasoning, data analysis, and excellent writing and communication skills.</li><li>Understanding, detailing and communicating status of projects within programs. Following the principles of Disclose, Accountability, Respond and Next Steps: Call out and communicate identified incidents or risks to the leadership team.</li><li>Identifying where analysis is needed to take ideas from strategy to solutions.</li><li>Knowing the latest industry fraud prevention trends and standard processes helping to ensure Fidelity meets evolving client expectations in these areas.</li></ul><p>You will have the opportunity to engage and form relationships across business units including technology, cybersecurity, business operations, customer contact centers, experience design, fraud intelligence and risk management groups.</p><p><strong>The Value You Deliver</strong></p><ul><li>Identify fraud trends with our customers to help influence the security roadmap.</li><li>Curiosity and passion to convey the risk of emerging threats in cybersecurity to our partners in business and technology.</li><li>Help to Maintain Fidelity’s Leadership position in Fraud Prevention.</li><li>Providing assurance with Workplace Partners and customers.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>6-8 years of experience in information technology risk, cyber security, controls or audit roles.</li><li>Bachelor’s Degree or equivalent experience in a Criminal Justice, Technology, Finance, or an equivalent area of study. Professional technology risk certifications (CISSP, Advanced Degree, CISM) preferred.</li><li>Proven technical abilities in multiple areas (e.g., technology infrastructure and application controls, cyber security)</li><li>Apply robust critical thinking and analytical skills in a constantly evolving threat landscape.</li><li>Outstanding organizational, communication, and collaboration skills with corresponding successful experience operating in a fast-paced, regulated environment.</li><li>Experience in Agile methodologies or iterative development processes.</li><li>Ability to draw on the expertise of colleagues to bring forth the best story.</li></ul><p><strong>The Team</strong></p><p>You will support the Customer Protection Experience team, a component of the Fidelity Workplace Customer Protection Center of Excellence (CoE). Our goal is to protect the Workplace community of thousands of plan sponsors and millions of participants and continue to advance Fidelity as a global leader in cybersecurity, data privacy, and fraud prevention.</p><p>As a member of the COE, you would be joining a culture that is defined by how our team member's work. We:</p><ul><li>Are <strong>trusted, collaborative partners</strong> who are engaged and transparent.</li><li>Are <strong>security subject matter experts</strong> and continuous learners that are passionate about protecting our customers.</li><li>Take <strong>personal accountability for quality &amp; timely delivery</strong> of our services.</li><li>Demonstrate <strong>inclusion and empathy</strong> where everyone feels safe to be their authentic selves.</li><li>Foster <strong>associates’ well-being</strong> by supporting work-life balance and guilt-free time off.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Product Manager - Risk and Customer Protection

<h3><strong>Senior Hospitality Associate</strong></h3> <p>Join the Fidelity Real Estate Company by playing a key role in the regional workspace experience. This role reports to the <strong>Director, Facilities and Operations, </strong>in this role you will focus on hospitality service execution and onsite service delivery and assuring a magnetic and vibrant workday for all Fidelity associates Real Estate Company objectives. You will be an ambassador of the company hospitality mentality and responsible and responsible for meeting our global service promise standards and programs.</p> <p>The role is also responsible for delivering on strategy while providing, cross-functional support for the broader workspace experience team (Facilities, Amenities, Security, On-Site Tech Support, Associate Experience) to ensure the successful execution of business priorities across the region.</p> <p>Lastly, this position will focus on the execution and compliance of our experience and service standards within their assigned campus or office.</p> <p>Success in this role will result in the execution of our Fidelity Real Estate Company standards, achieving targets on experience happiness, and contributing to the retention of our talent in the organization.</p> <h3><strong>The Expertise You Have </strong></h3> <ul> <li>Undergraduate degree or relevant experience </li><li>Proven track record in hospitality is required, with preferred experience in Cross-functional team management, Hospitality/Customer Service and Commercial Real Estate. </li><li>Experience within the Financial Services industry is also valued. </li><li>Physical requirements include walking through buildings and occasionally performing light-duty activity such as moving IT (Informational Technology) equipment. </li><li>May need to work occasional extended hours (morning or evening) to support projects or activities. </li></ul> <h3><strong>The Skills You Bring </strong></h3> <ul> <li>Excel with meeting new people and networking and have a conscientious, thoughtful, and respectful demeanor </li><li>Have a consumer-first mentality with ability to identify and deliver against unmet needs </li><li>Excellent communication and interpersonal skills and a proficiency to influence others and build relationships </li><li>Exhibit confidence in communication </li><li>Demonstrate integrity, dependability, responsibility, accountability, self-awareness, and work ethic </li><li>Detail oriented with outstanding prioritization skills. </li><li>Highly inspired with a can-do approach and ability to problem-solve through a collaborative, unselfish, and team-oriented approach </li><li>You are proficient with Microsoft Office suite </li></ul> <h3><strong>The Value You Deliver </strong></h3> <ul> <li>Ensure the local site is functioning to quality standards and making recommendations to FREC teams if repairs or updates are required. </li><li>Identify and resolve issues with cleaning, IT, and conference room equipment. </li><li>Know and be able to implement building safety plans. </li><li>Support the execution of initiatives crafted to build connections between associates, including real estate workspace experience events, communications, and building walk-throughs. </li><li>Support the implementation of initiatives, processes, and strategy to further guest and associate experience. </li><li>Validating execution of global experience standards and standard operating procedures </li></ul> <h3><strong>The Team</strong></h3> <p>Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. FRE runs more than 9 million square feet of space in the United States and overseas, including 13 North American and six international corporate sites, four critically important data centers and more than 200 retail investor centers. Our team is customer-centric; everything we do focuses on delivering solutions that meet the needs of Fidelity associates at all levels.</p>

Fidelity TalentSource

Sr. Hospitality Associate

<h3>Job Description:</h3><p>Do you genuinely enjoy making a difference in the lives of others? If you answered “<strong>yes</strong>” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Merrimack site.</p><p>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. ​</p><p><strong>What to expect…</strong></p><p>As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.</p><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><p><strong>The Skills You Bring</strong></p><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><p><strong>The Value You Deliver</strong></p><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><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>Our Investments in You</strong></p><p>Our 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></p><p><strong>Shifts and Hours:</strong> Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST</p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Customer Associate - Merrimack

<h3>Job Description:</h3><p>Do you genuinely enjoy making a difference in the lives of others? If you answered “<strong>yes</strong>” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Merrimack site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.</p><p>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. ​</p><p><strong>What to expect…</strong></p><p>As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.</p><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><p><strong>The Skills You Bring</strong></p><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><p><strong>The Value You Deliver</strong></p><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><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>Our Investments in You</strong></p><p>Our 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></p><p><strong>Shifts and Hours:</strong> Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST</p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Customer Associate - Bilingual- Merrimack

<h3>Job Description:</h3><h3>The Role</h3><p>Customer expectations are constantly evolving, and the Healthcare team at Fidelity is constantly evolving in response. We are seeking a Senior Business Analyst to design capabilities across our Healthcare team. As a Senior Business Analyst, you play a meaningful role on an Agile software development team that obsesses over customer journeys and the technologies that bring them to life!</p><p>You are a strategic and critical thinker who will play a vital role in developing new healthcare features on an innovative healthcare platform.</p><p>You blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve sophisticated business problems, and executing to deliver and implement solutions to delight customers.</p><p>You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, innovative environment!</p><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3>The Team</h3><p>We work within multi-functional Scrum Agile teams (squads) of technology and business colleagues to develop and implement product and service features from inception to delivery. Your squad will focus on developing healthcare capabilities to help customers seamlessly address their health needs.</p><p>Here are a few ways you'll impact the team:</p><ul><li>Bring the voice of the customer to the squad through customer journey mapping and feedback loops to focus the team on delivering business solutions with the highest customer and business value</li><li>Work closely with the Product Owner (Squad Leader) and squad to build, prioritize, and maintain the product backlog</li><li>Collaborate with design, business, and technical team members to define requirements and identify dependencies and risks</li><li>Handle customer-facing content and messaging to optimize usability</li><li>Perform acceptance testing to ensure the team delivers a seamless customer experience that meets business requirements</li><li>Support business readiness, deployment, and solution enablement, e.g., demos, training, procedures, and communication</li><li>Apply analytics for continual optimization of the product and business plan</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor's Degree or equivalent preferred</li><li>3-5 years relevant experience in product or systems development</li><li>Proven experience working in Agile product execution and delivery involving business, design, and technology teams</li><li>Experience in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Experience and knowledge of healthcare, HSA and /or benefits administration is preferred</li><li>Dedication to customer needs and frequently delivering high-business-value features</li><li>Experience using data to find opportunities and drive decision-making; may have conducted user research or competitive analysis</li><li>Excellent listening, communication (verbal and written), influencing, and presentation skills</li><li>Self-motivated, problem solver with flexibility to adapt to frequent changes</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; experienced with Jira or similar Agile backlog management and testing tool; experience with content management systems, querying back-end databases and/or interpreting logs is a plus</li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification preferred</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Senior Business Analyst - HSA Employee Digital

<h3>Job Description:</h3><p><strong>Role</strong></p><p>As one of the Fixed Income Bond SMA Squad Leaders, you blend investment management, relevant industry knowledge and an Agile mindset for delivering results with a passion. As the product owner you are the end-to-end gatekeeper of the squad's mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements. You will set and refine the mission, and bring together a team of chapter members to execute. You will alignment the Squad on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.</p><p><strong>The Expertise We’re Looking For </strong></p><ul><li><p>Bachelor’s degree in business, computer science or engineering preferred.</p></li><li><p>2+ years’ experience working as a Product Owner in a software development environment.</p></li><li><p>Experience designing, creating and maintaining dynamic products and solutions.</p></li><li><p>Experience building roadmaps and working with agile team to deliver on milestones.</p></li><li><p>Asset Management experience preferred.</p></li><li><p>Agile experience preferred.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>You have strong written and verbal communication skills to effectively engage our business partner who are investment professional in order to understand their business needs to create requirements and strategy for the technical solutions which the squads will build</p></li><li><p>Dedication to understanding and learning the user’s needs and requirements as well as the proposed technology solutions to ensure they meet the business expectations</p></li><li><p>Adept with coordinating collaborator meetings and facilitating prioritization decisions.</p></li><li><p>You are self-motivated, driven, and have a strong client focus and results orientation approach</p></li><li><p>You have a strong focus on execution and identify, communicate, and remove impediments to progress.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Defining, refining, and communicating the squads' mission and roadmap to empower and establish team and partner support and alignment.</p></li><li><p>Defining, evaluating, and communicating results against acceptance criteria.</p></li><li><p>Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team.</p></li><li><p>Measuring performance against established objectives and critical metrics and delivering agreed upon business, technology, and people results.</p></li><li><p>Collaborating and coordinating with chapter leaders and scrum masters to build squad capacity and capability and enabling squad member growth, development, and learning.</p></li><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines.</p></li><li><p>Participating in client meetings to present strategic roadmaps, participate in client usability sessions, engage with client user groups.</p></li></ul><p><strong>The Team</strong></p><p>In our Fixed Income Technology organization, we are committed to empowering our investment professionals with the very best tools and technologies to deliver world class investment performance to our customers. Our technology experts work across a broad array of investment processes supporting many different types of securities and investment objectives. Through outstanding business and technology partnership, we can offer great solutions to help our customers meet their financial objectives.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

19 Project Management / Professional Services Jobs in Merrimack, NH, USA