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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Fidelity Digital Assets® is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Senior Scrum Master on the Fidelity Digital Assets® Product Delivery team, you would have the opportunity to directly contribute towards this future. </p><p>As a Senior Scrum Master, you will blend deep scrum expertise with a passion for mentoring, coaching and constant improvement. As part of a highly collaborative team, you will advise, mentor, coach, and train on performance against agile values, practices, and processes to accelerate team value delivery. In partnership with the Squad Leader, you will maintain a backlog, help to remove impediments, and facilitate agile events such as the daily scrum, sprint planning, backlog refinement and retrospectives. You will participate in scaling activities as you manage interdependencies across teams. You will examine and improve team performance through metrics and find opportunities with the team to fully realize the benefits of working in an agile structure.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><p>4 years of hands-on experience as a scrum master </p></li><li><p>Jira and Jira Align experience required</p></li><li><p>Bachelor's degree and/or equivalent experience preferred.</p></li><li><p>Certified Scrum Master preferred.</p></li><li><p>Demonstrated expertise in application of Agile/Scrum Principles to help accelerate value delivery.</p></li><li><p>Excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization.</p></li><li><p>Demonstrate a continuous improvement approach.</p></li><li><p><strong>Quality Execution</strong> – attention to detail with unwavering dedication to quality</p></li><li><p><strong>Partnerships</strong> - develop positive relationships and champion a collaborative team environment</p></li><li><p><strong>Leadership</strong> – demonstrated expertise of leading, influencing, and motivating colleagues without formal authority with a track record of building engaged and empowered teams</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><strong>The Team</strong></h3><p>Fidelity Digital Assets® , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.​ Fidelity Digital Assets® embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.</p><p>The Fidelity Digital Assets® Product Delivery team is central to enhancing and delivering platform capabilities that serve Fidelity Digital Assets® Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice.</p><p>#cryptojobs</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><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>

Fidelity Investments

Senior Scrum Master - Digital Assets

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Vice President, FIA Product and Carrier Management leads a team with three primary business focuses:</p><ul><li>Leads all aspects of the development and ongoing support for FIA annuity, life, and hybrid long term care product solutions, including both proprietary and non-proprietary products. Assesses the landscape to align with customer needs in determining opportunities to grow and improve the suite of solutions offered. Provides full product management support, using internal and external opportunities to promote the products as key solutions available through Fidelity as part of an advisor led or digital experience.</li><li>Leads the team who provides oversight and coordination of carrier partners on our Fidelity Insurance Network (FIN) platform.</li><li>Partners closely with the Commercialization and Go to Market team to drive client awareness and engagement regarding FIA solutions using both internal and external strategies.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Leading a team across multiple sites (MA, RI, NH), drive the growth of each product line through the complete range of product oversight, development, management, and monitoring</li><li>Understand demographic and product trends to assess new business opportunities in FIA products and develop cases for new features to better serve Fidelity's customers and drive sales in all channels.</li><li>Drive and leverage thought leadership and collaborate closely with Sales Distribution as well as cross-Fidelity to position products in client planning interactions to help enable better client financial outcomes</li><li>Oversee the relationships of our eight (8) key FIN partners. This includes regular and ongoing communication around key initiatives and opportunities, industry trends, as well as quarterly and annual partnership meetings</li><li>As a securities’ licensed Registered Principal, review and approve all customer-facing content.</li><li>Build and maintain strong relationships with FIA business partners - Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations</li><li>Be an effective contributor and role model for teamwork across the Fidelity organization.</li></ul><h3>Skills and Education</h3><ul><li>Bachelor's degree or equivalent experience, MBA a plus</li><li>15+ years financial industry with demonstrated knowledge, and experience with, annuity and insurance products highly desired</li><li>Consistent track record in financial services product management and carrier relationship management.</li><li>FINRA series 7 and 24 or 6 and 26 license; or willing to obtain within 120 days of hire</li><li>Strong knowledge of financial services, investing and retirement income planning</li><li>Strong influencing skills</li><li>Excellent verbal communication skills and presentation abilities</li><li>Effective in a team-orientated environment</li><li>Please note that this is not an Agile product owner or product development role.</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. For information about working at Fidelity, visit FidelityCareers.com</p><p>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3>Series 06 - FINRA, Series 07 - FINRA, Series 24 - FINRA, Series 26 - FINRA<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><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, FIA Product and Carrier Management

<h3>Job Description:</h3><p><strong>Vice President Relationship Management</strong></p><p><strong>The Role</strong></p><p>Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.</p><p>In this role, the VP, Head of Relationship Management will partner with the broad management team to help enhance partnerships, shape the strategy, and develop a roadmap to continue to advance and evolve the business. You will provide leadership, coaching and training for a global team of Relationship Managers focused on driving deeper relationships, client loyalty, retention and business growth. </p><p>Your leadership will help Fidelity Digital Assets® organically grow our business and increase share of wallet, shape the future of our organization, and build strategies to ensure our Clients and Associates are successful.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Proven professional success in building and leading an institutional relationship management team and driving sales growth at a bank, broker-dealer or other financial or digital asset institution with a preference for technology-led services. </li><li>A minimum of 15 years of relevant financial services experience, global experience is a plus Passion, curiosity, and expertise knowledge of the Digital Assets ecosystem</li><li>5+ years people management experience that maximizes geographically disperse team performance and development, ideally in a financial operations setting</li><li>Ability to engage with Institutional Client executives to ensure strategic alignment and deliver solutions that will drive maximum relationship value</li><li>Experience with oversight and supervision of complex operational processes</li><li>Proven ability to successfully build and manage relationships with demanding and complex clients, and essential internal and external business partners</li><li>Proven leadership skills, particular on teams in face-paced, collaborative environments</li><li>Expertise and experience leading in the Digital Assets space</li><li>Relationship management, listening, questioning and superior communication</li><li>Ability to work in ambiguity and set tone and pace for peers and team</li><li>Proven risk-management and problem resolution skills</li><li>Ability to recognize process inefficiency and recommend improvement opportunity.</li><li>You will work to deepen Client retention and engagement</li><li>Driving revenue by gaining additional share of wallet</li><li>Supporting Strategic Clients and client retention</li><li>Helping shape and advance our global relationship management strategy</li><li>Developing associates to grow in current role and toward future opportunities.</li><li>Connecting the team and each associate to the broader organization and driving collaboration</li><li>Using sound judgement and being a steady hand at the wheel through change</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>The Relationship Management function operates in partnership with broader Fidelity Digital Assets® priorities. Our business is developing best in class products, services and platform capabilities for our institutional clients. As the digital assets asset class and regulatory landscape matures we are developing and shaping a business that defines the standard across both traditional finance and crypto natives cultures. You’ll work alongside product, strategy, marketing, business developing and technology to help bring this vision to life.</p><h3>Certifications:</h3><h3>Category:</h3>Relationship 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><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 Head of Relationship Management

<h3>Job Description:</h3><p><strong>​The Role</strong></p><p>Join a team at the forefront of innovation, simplifying investing for millions of customers through cutting edge AI solutions.</p><p>We are seeking a user-focused Digital Product Owner for Fidelity Assistant with a passion for delivering results to lead a high performing squad passionate about improving our customer-facing chatbot across Fidelity.com and our flagship mobile app. This is a unique opportunity to shape the future of digital customer support by delivering intelligent, conversational AI experiences that drive real client and business value.</p><p>The Squad Leader is primarily responsible for delivering committed outcomes through prioritized features or capabilities on the integrated product roadmap. Squad leaders also conduct research and analysis for feature opportunities that align to product strategies. You will collaborate with engineering, data science, and UX partners to achieve committed outcomes.</p><p>This role requires a dedicated, committed, and hardworking leader who is able to:</p><ul><li><p>Design and deliver intuitive, conversational AI experiences that improve customer engagement and satisfaction</p></li><li><p>Partner with AI/ML teams to improve chatbot capabilities including NLP, intent recognition, sentiment analysis, and dialogue management</p></li><li><p>Demonstrate strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features.</p></li><li><p>Drive continuous delivery of Epics &amp; Stories, aligned to Sub-Initiatives that have been prioritized</p></li><li><p>Use data and customer insights to find opportunities, measure performance, and iterate on features</p></li><li><p>Inspire and empower your squad with clear goals, outcomes, and a shared vision of success that aligns the work they do and the value they deliver</p></li><li><p>Stay current with AI and machine learning advancements and apply them to improve chatbot functionality</p></li></ul><p><strong>The Skills and Expertise You Bring</strong></p><ul><li><p>Bachelor’s degree required; relevant graduate degree preferred in an area like computer science, or computational linguistics</p></li><li><p>10+ years of proven experience in digital product management, with at least 3 years focused on AI or chatbot technologies</p></li><li><p>Deep understanding of conversational AI, NLP, machine learning, and customer service automation; and integration with broader digital experiences</p></li><li><p>Proven ability to own the backlog, ensuring epics and stories are clear and concise with well-defined business value and acceptance criteria</p></li><li><p>Experience leading cross-functional teams in an agile environment</p></li><li><p>Strong analytical mentality with experience using data to drive product decisions</p></li><li><p>Strong influencing and problem-solving skills to resolve cross-business unit and competing product area/squad level strategic priorities</p></li><li><p>Excellent communication and stakeholder management skills</p></li></ul><p><strong>The Team</strong></p><p>As part of the Brokerage Digital Product domain, the Digital AI Solutions product area tap into the power of industry leading conversational AI solutions to provide our customers and associates simple, fast, and easy digital experiences across all channels.</p><p>You will work in partnership with the Fidelity Assistant Group Squad Leader, the Product Area Leader, other Squad Leaders, Scrum Masters, and Chapter Leaders aligned to your product group. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture.</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><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>

Product Owner/Squad Leader, Chatbot

<h3>Job Description:</h3><p>Locations: Boston Area (MA, RI, CT, NH,)</p><p><br><strong>The Role</strong></p><p>Fidelity Labs is looking for a Director– SaaS Sales Executive to join a new startup. The startup’s focus is building innovative AI-driven SaaS technology for financial services. This role will be responsible for working closely with prospects and internal teams to manage a SaaS sales pipeline. Experience with successfully carrying a SaaS sales quota is a requirement. We are looking for candidates who can support a Northeast US territory.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>High touch enterprise sales with experience driving all stages of deals (discovery calls to closing the deal).</li><li>Demonstrated experience beating sales quota. Variable compensation is based on meeting quota.</li><li>Experience scaling ARR revenue for start ups as a sales hunter.</li><li><strong>Experience selling RegTech SaaS is preferred. </strong>Travel is required.</li><li>In-depth knowledge of the US Financial Services Compliance space with deep rolodex of senior compliance contacts is preferred.</li><li>Ability to represent the company at industry events as an expert.</li><li>Executing as a senior sales leader and closing deals by managing and growing the pipeline.</li><li>Working collaboratively with internal partners and relationship managers to source and cultivate new opportunities.</li><li>Experience utilizing a CRM (such as Hubspot) to manage sales cycles and provide accurate forecasts.</li><li>Experience managing strategic opportunities with medium to long term sales cycles.</li><li>Experience building a go-to-market strategy and corporate sales plan for new products.</li><li>You are self-driven and make things happen and show a strong desire to succeed.</li><li>You get deals done while you are client focused and passionate about delivering value for your clients.</li><li>You are a straight talking sales hunter and show integrity in all your client and non-client interactions.</li><li>Prior experience mentoring and influencing without authority is preferred. You thrive in a collaborative environment and can communicate effectively.</li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p><strong>The Team</strong></p><p>We are <strong>Fidelity Labs</strong>, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.</p><p>Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at <a href="https://labs.fidelity.com/" target="_blank">labs.fidelity.com</a>.</p><h3>Certifications:</h3><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><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, SaaS Sales

<br><h4>Description</h4>                As a Senior Business Analyst, you will join a team of passionate Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad.<br><br> The <strong>Expertise</strong> and Skills <ul><li>Education </li><li>BS or BA Required </li></ul><li>Experience: </li><li>5 – 7 years of Business Analysis experience required </li><li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li><li>The ability to critically analyze complex business requirements/product issues </li><li>Proven understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories </li><li>Ability to function at a high level in an exciting Agile work environment </li><li>Strong technical skills and an ability to apply them in an analytical process </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure </li><li>Advanced skills in MS Word, MS Excel, and MS Access The <strong>Value</strong> You Deliver<br><ul><li>Partner with the Client delivery Portfolio Manager and Healthcare Program Managers to understand the goals and the work for each sprint </li></ul><ul><li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities </li><li>Perform root cause analysis when issues arise before and after code migrations </li><li>Assist with training, mentoring and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad </li></ul></li><br>

Fidelity TalentSource

Business Analyst

<h3>Job Description:</h3><p>The Role</p><p>This Principal Analyst role will support the Global Product Solutions delivery team and will help to enable the delivery of a foundational Digital Assets operating model and platform by providing critical digital subject matter expertise and context around cryptocurrencies, tokenized products, and <strong>blockchain technology</strong>. The Principal Analyst will be a key contributor to initiatives with diverse scope and complexity, acting as the primary interface between business practitioners, customers, and Agile product delivery teams while applying best-in-class business analysis tools, techniques, and methodologies. The Principal Analyst will develop a significant internal voice on behalf of the product area and across the broader Fidelity Fund Investment Operations (FFIO) organization, working with business partners to gather and assess complex requirements, influencing systems and architecture solution design, and translating strategy into executable solutions that deliver value to stakeholders and shape the future of Digital Asset product growth.</p><p>The Expertise and Skills You Bring</p><ul><li>A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems.</li><li><strong>A minimum of five years of related experience in Financial Services with demonstrated understanding of investment instruments, financial markets, blockchain technologies, the cryptocurrency regulatory landscape, and the digital asset ecosystem.</strong></li><li>Outstanding knowledge of alternative investments with an emphasis on the operations of digital products including cryptocurrencies, tokens, and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.</li><li>Experience with asset management back-office operations and mutual fund accounting a plus.</li><li>Must be able to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations.</li><li>A self-starter and excellent team member who is independent, collaborative, and can work with minimum supervision.</li><li>Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Demonstrated ability to produce supporting artifacts, such as process flows, context diagrams, UI wireframes, requirements, cross-domain dependencies, and business rules.</li><li>Affinity for data; where to get it, how to use it, what it means.</li><li>Ability to think end to end using analytical and creative problem solving, including gap analysis, resolution and solution design.</li><li>A highly curious and motivated learner with strong problem-solving skills.</li><li>Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others.</li><li>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>Ability to navigate through ambiguous circumstances and demonstrate flexibility and adaptability to keep pace, make progress and bring others along.</li></ul><p>The Team</p><p><strong>The Business Unit: </strong>Fidelity Fund and Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide</p><p>variety of investment products; preparing fund financial documents, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity.</p><p><strong>The Teams: </strong>The Principal Analyst will belong to our Business Analysis Center of Excellence (COE), which is a team of insatiably curious analysts who, together with our squads, apply unique business and technical subject matter expertise to build and deploy financial technology for evolving customer needs. The Principal Analyst will be deployed to the Global Product Solutions domain to enable the delivery of a foundational Digital Assets operating model and platform.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></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><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>

Principal Analyst, Digital Assets Product Management

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities. </p><p>The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.</p><p>This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.</p><h3><strong>Licensing and Experience</strong></h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</li></ul><h3><strong>Key Responsibilities </strong></h3><ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</li><li>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</li><li>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</li></ul><h3><strong>Strategic Book Management</strong></h3><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</li><li>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</li><li>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul>The base salary range for this position is $112,000-$255,000 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>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>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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p>The Regional Account Executive (RAE) is passionate about collaborating with advisors, third party administrators and working with business owners to help their employees tackle and solve all their financial wellness and retirement needs!</p><p>As a RAE, you are the primary point of engagement for advisors, third party administrators and small business decision makers in the Connecticut &amp; Long Island territory. You will partner with your aligned Retirement Director to provide valuable thought leadership, build brand awareness, and improve client dedication with Financial Advisors by utilizing a consultative sales process. As a sales leader, you will influence success via warm leads, carefully identify customer needs, and cultivate relationships, while guiding retirement benefits strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our groups at the forefront of the industry and opens pathways to further career development.</p><p><strong>ASSOCIATE MAY WORK REMOTE IN EASTERN OR CENTRAL TIME ZONE</strong>​</p><p><strong>The Team</strong></p><p>Fidelity Workplace Investing Sales is a collaborative, competitive, and fast paced environment. The RAE is an important part of our selling team and responsible for selling Fidelity’s 401k Recordkeeping Platform and Multi-Product Solutions through financial advisors, third party administrators and directly with plan sponsors. You will have responsibility for developing, targeting and executing a business plan for a specific territory. Your work plays a vital role in growing profitable long-term relationships.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Established experience and success in consulting, sales or the financial service industry</p></li><li><p>We require a Series 7 &amp; 63 and will allow study time to obtain within 2 months of hire </p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>You have excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management </p></li><li><p>A real passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances may shift around it</p></li><li><p>Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals</p></li><li><p>You thrive in fast paced and team-oriented environment with a dedication to constant self-improvement </p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Executing a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships </p></li><li><p>Providing subject matter expertise on a broad range of retirement benefits, integrated administration and investment options </p></li><li><p>Leading by example and demonstrating organized preparation and effective follow up skills</p></li><li><p>Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business</p></li><li><p>Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory</p></li><li><p>Utilize communication and presentation skills to deliver Fidelity’s marketing campaigns and business building insights to the marketplace to improve brand awareness and drive demand generation</p></li></ul><h3>Certifications:</h3><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><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, Regional Account Executive- 401K Sales

<h3>Job Description:</h3><p><strong>Risk Manager, Wealth Risk</strong></p><p>As Risk Manager within Wealth Risk, you will work with the team to support core risk activities for the Fidelity Wealth business. This includes alignment with corporate risk and enterprise wide standards including, but not limited to, risk assessments with testing and data analytics, helping to support internal and external audit partners and projects, identifying key controls and developing relationships across the organization. You will provide risk advisory support and recommend risk mitigation plans.</p><p>The ideal candidate will have an understanding of risk management in financial services and / or related fields such as Compliance, Audit, etc. Fidelity Wealth experience or similar external experience working in broker-dealer or an investment advisor is a plus.</p><p><strong>The Expectations for this Role</strong></p><ul><li><h3>Prepare materials and key inputs for executive risk governance committees.</h3></li><li><h3>Participate and support end-to-end risk assessment process and reporting.</h3></li><li><h3>Support stakeholders with risk identification and control review of new initiatives.</h3></li><li><h3>Review and tracking of business unit monthly key risk indicators and metrics.</h3></li><li><h3>Investigate and escalate incidents and escalations timely, review fact patterns with stakeholders to understand the root cause. Collaborate to track remediation and action plans.</h3></li><li><h3>Oversight of risk remediation work within GRC tool (ex. Archer) to drive progress.</h3></li><li><h3>Build effective partnerships with organizational stakeholders to deliver risk outcomes, identify emerging risks, and opportunities.</h3></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree (required)</li><li>5+ years of risk, compliance, legal, or audit experience at a financial services institution, e.g., asset managers, banks, regulatory agencies</li><li>Experience independently delivering on the expectations for this role</li><li>Technical expertise to query and analyze data to support business/operational reviews</li><li>Ability to create engaging presentations and reporting</li><li>Experience with Archer or similar GRC tool is a bonus</li><li>Advanced degree or FINRA license (Series 7) is a bonus</li></ul><p><strong>Behavioral Attributes</strong></p><ul><li>Highly organized, dedicated professional with exceptional attention to detail</li><li>Strong communicator with a collaborative mindset to find effective solutions</li><li>Drives outcomes in a fast-paced, distributed, and complex environment balancing pace over perfection</li><li>Builds and maintains effective working relationships across businesses and support functions</li><li>Demonstrates a drive for improvement of current processes and workflows</li></ul><p><strong>The Team</strong></p><p>Wealth Risk supports the Fidelity Wealth retail business serving individual customers with sounds advice and guidance with their wealth, helping customers navigate a range of life events throughout their wealth journey. Wealth Risk is a dedicated team of risk professionals who partner directly with business leaders and cross-functional partners to ensure comprehensive risk management throughout the Wealth businesses -- from the frontline to executive leadership. As part of this team, you will help deliver risk support on major firm initiatives, incidents, products and services.</p><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>

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