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<h3>Job Description:</h3>The RoleWe have an exciting sales opportunity in a number of territories working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.The Expertise and the Skills You Bring <ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>2-3 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Your outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Your excellent interpersonal skills that translate into a positive client experience</li><li>Your passion for sales and the ability to uncover and qualify new opportunities</li><li>Your commitment to constant self-improvement and exhibit a competitive drive</li><li>Your ability to thrive in our fast paced environment and enjoy being part of a strong team</li><li>Your high aptitude to learn new things quickly and adapt to new situations</li><li>Your effective consultative sales and presentation skills</li><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li></ul>Must be willing to live in WisconsinNote: Fidelity is not providing immigration sponsorship for this positionThe TeamAs a Developmental Regional Director (DREP) your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.The base salary range for this position is $70,000 - $175,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Developmental Regional Director (Wisconsin Territory)

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Services Representative - Nashua, NH

<h3>Job Description:</h3>The RoleAre you an upbeat leader that thrives while working with teams to design and deliver exceptional products to clients?The FIT organization is seeking a strong program leader to be responsible for leading activities associated with the delivery, readiness and overall execution of FI programs and FI and IWMS projects.The role will require hands-on planning, program management and cross BU collaboration on large-scale, strategic program and projects. This individual will work closely with the executive sponsors, Product Areas and Stakeholders to ensure that the initiative stays on track and delivers value to our customers.The Expertise and Skills You Bring<ul><li>Demonstrated experience collaborating and building positive relationships within a sophisticated agile organization, ideally in financial services.</li><li>Outstanding communication, interpersonal and presentation skills, with specific strengths in communicating with senior leaders.</li><li>Ability to enable and drive synchronization and partnership between squads and program team for clear communication and effective execution.</li><li>Excellent problem-solving skills and the ability to think through problems, assess a variety of factors and recommend solutions.</li><li>Flexibility and the skill to both lead and contribute to workstreams are a must.</li><li>Consistent track record leading sophisticated programs by balancing execution, priorities, dependencies, risk factors, compliance to regulatory and internal controls while meeting client expectations.</li><li>Strong attention to detail as well as effective time management abilities</li><li>Demonstrated self-starter that thrives in an independent environment</li><li>Relevant program management and technology leadership focus is significantly beneficial.</li><li>Demonstrated ability working within a product management, project management team or relevant experience is preferred.</li><li>Assimilate business needs with operational, technical and readiness requirements of a program.</li><li>Drive and enable strategic programs within Fidelity Institutional and across Fidelity within our agile framework.</li><li>Partner with business unit partners, domains, product areas, business owner(s), and technology teams to develop scope and project tasks. Developing realistic, workable iterative plans, identifying dependencies and risks and providing transparency to leadership around progress.</li><li>Provide leadership and oversight associated with balancing customer expectations during iterative development, coordinating customer communications, and implementing effective governance.</li><li>Liaise with legal, risk, compliance, and audit as required.</li><li>Champion standard tools and agile ways of working (e.g., JIRA Align) to run program activities, track dependencies, create qualitative and quantitative executive reporting.</li><li>Liaise with initiative executive sponsors to ensure continued alignment with initiative’s objectives.</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamFidelity Institutional Technology enables business partners to win in their respective marketplaces by designing, building, and maintaining technology platforms and products for Fidelity Institutional (FI). FI offers investment insights, strategies, and solutions, as well as trading and prime brokerage services, to a wide range of wealth management firms, asset managers, and institutional investors.Strategic Enablement partners with strategy, business and technology leaders to construct and complete programs that maximize value for FI and its customers. We believe that the most impactful results happen when professional role expertise and business expertise converge to produce a well-informed business outcome. Mix in a strong sense of community and you have an organization that can deliver software solutions that are flexible to meet the needs in the constantly evolving landscape that we compete in and provide the best customer experience for our clients.<h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Strategic Program Management

<h3>Job Description:</h3><h3>Insurance Compliance Director</h3><h3>The Role</h3>The Insurance Compliance Director is responsible for conducting compliance activities in support of Fidelity’s insurance and annuity business. In addition to being a member of Fidelity’s insurance compliance group, the Insurance Compliance Director will also support cross-functional teams focused on developing and launching new Fidelity insurance products and services. Primary responsibilities will be identifying and communicating all the compliance requirements related to these new insurance products and services and representing Compliance at meetings with senior members of the business.The Expertise and Skills You Bring <ul><li>BA/BS Degree with 10+ years of business leadership within the financial services or insurance industry</li><li>Experience working with institutional group insurance products is preferred</li><li>Strong leadership skills.</li><li>Excellent interpersonal and written/verbal communication skills who can build compelling, executive-level presentations that communicate strategic insights in a clear, concise, and structured manner.</li><li>Efficient and works in a fast-paced environment and can multi-task across multiple large initiatives.</li><li>Creates and maintains strong business relationships, builds trust, and cultivates collaboration.</li><li>Designs, develops and maintains compliance programs which support designated business units.</li><li>Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.</li><li>Welcomes challenges and is a go getter who constantly looks for opportunities to continuously improve!</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe individual in this role is a member of the Fidelity Investments Life Insurance Company Compliance team. This role reports to another member on this team, who in turn reports to the Chief Compliance Officer of Fidelity Investments Life Insurance Company. The Insurance Compliance Director works closely with legal and other compliance professionals from across the firm to provide high quality compliance support to the insurance company’s product development and marketing teams. We have a relentless commitment to protecting the firm’s valuable reputation by ensuring that we do what is right for our customers and adhering to applicable laws and regulations!<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Insurance Compliance

<h3>Job Description:</h3>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!As a RAE, you are the primary point of engagement for advisors, third party administrators and small business decision makers in the Northern New England Region. You will partner 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.IDEAL ASSOCIATE LOCATION WOULD BE ON THE EAST COAST.​The TeamFidelity 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.The Expertise You Have<ul><li>Established experience and success in consulting, sales or the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain within 2 months of hire </li></ul>The Skills You Bring<ul><li>You have excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management </li><li>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</li><li>Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals</li><li>You thrive in fast paced and team-oriented environment with a dedication to constant self-improvement </li></ul>The Value You Deliver<ul><li>Executing a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships </li><li>Providing subject matter expertise on a broad range of retirement benefits, integrated administration and investment options </li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business</li><li>Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory</li><li>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</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

VP, Regional Account Executive-401K Sales- Northern New England

<h3>Job Description:</h3>This dynamic role is well-suited for someone who enjoys solving Workplace Investing prospective clients’ most complicated requirements in a fast-paced, unexpected environment. If you are motivated by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you!ASSOCIATE MAY BE BASED REMOTELY<h3>The Role</h3>This role works closely with Account Executives to win our largest corporate clients in support of WI sales goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales process.This role relies heavily on your knowledge of Fidelity’s products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.<h3>The Expertise You Have</h3><ul><li>Defined Contribution and Defined Benefit expertise required</li><li>Health &amp; Welfare expertise desirable</li><li>Bachelor’s degree, minimum; Master's degree preferred</li><li>Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable</li><li>Series 7 and 63 required (can be acquired in role)</li><li>Approximately 50% travel requirement</li></ul><h3>The Skills You Bring</h3><ul><li>Leadership skills including coaching, mentoring, displaying Fidelity’s core values in all situations</li><li>Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions</li><li>Client-facing consultation skill to understand needs, influence, and articulate value vs. risk/reward</li><li>Presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills</li><li>Industry/competitor knowledge and ongoing 'student of the business'</li></ul><h3>The Value You Deliver</h3><ul><li>Strategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception management</li><li>Reviewing plan design, underwriting of legal plan documents, identifying non-standard product and service requirements</li><li>Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps</li><li>Providing subject matter expertise on retirement and benefit issues during the sales and rebid process.</li><li>Presenting Fidelity’s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations.</li><li>Collaborating with prospective clients and representing the Fidelity value proposition as part of the broader solution offering.</li><li>Catalyzing change within the team and business unit with an eye for customer needs.</li><li>Providing real time market feedback to product, systems, and marketing organizations</li></ul><h3>The Team</h3>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales SupportMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

VP, Solution Architect- Retirement Services

<h3>Job Description:</h3>The Group Fidelity’s Fixed Income division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income division is headquartered in Merrimack, New Hampshire.The RoleReporting to the Global Head of Fixed Income Research, the research analyst will be a primary contributor to the fixed income macro research team that produces opinions and recommendations for actively managed bond and money market portfolios across a wide range of strategies. The analyst will play a key role in delivering opinions and recommendations to inform portfolio duration, interest rate and asset allocation strategies across the Treasury, Corporate and Securitized asset classes. The role involves collaborating closely with members of the fixed income macro team as well as other investment professionals across Fidelity’s asset management division. A strong knowledge of economics, global financial markets, debt and credit dynamics and fixed income asset strategy is essential. In addition, strong communication skills and the ability to formulate and deliver compelling investment conclusions is critical.The Expertise You Bring<ul><li>Experience of 5+ years in financial markets, preferably within the fixed income asset class</li><li>Demonstrated understanding of economics, debt instruments, credit cycle dynamics and global asset flows</li><li>Ability to apply macroeconomic trends to inform asset allocation recommendations within the broader fixed income asset classes</li><li>Creativity and aptitude to find, procure and work with data sets to analyze fundamental, technical and valuation factors in various fixed income asset classes</li><li>Ability to run an entrepreneurial research effort while being embedded in a tight-knit team environment is critical</li><li>Experience translating analytical approaches into clear conclusions and connecting them to investment recommendations</li></ul>The Skills and Knowledge Required<ul><li>Outstanding written and verbal communications skills</li><li>Team player with excellent interpersonal skills and a proactive work ethic</li><li>Ability and confidence to work effectively in both in group settings and independently</li><li>Proven understanding of economics, finance, and investing and aptitude with relevant tools including programming, econometrics, and other market and economic data programs</li><li>Strong intellectual curiosity and interest in global events, history, economics, and finance</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Macro Research Analyst

<h3>Job Description:</h3>Vice President, Institutional Relationship ManagerThe RoleThe Vice President, Institutional Relationship Manager (IRM) acts as the primary strategic contact for several of Fidelity Charitable’s largest and most valuable institutional relationships. This role develops a detailed understanding of client's business and critical initiatives. The IRM will develop a proactive engagement plan that improves the overall relationship and accurately positions Fidelity Charitable solutions and products. This role will be responsible for business development, client growth, client retention, client satisfaction, risk management, acting as lead representative for Fidelity Charitable. The role is responsible for delivering thought leadership, consulting on industry trends, providing executive engagement and acting as the overall advocate for the client. The position will report to the Head of Institutional Relationship Management.Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skills You Bring<ul><li>10-15 years successful sales or relationship management experience in the financial services industry. Strong knowledge of the RIA, Family Office, Brokerage and Wirehouse markets; understanding of the industry, financial markets and competitive influence.</li><li>BS Degree or equivalent experience required</li></ul>Key Responsibilities:<ul><li>Navigates effectively across Fidelity Charitable and the Fidelity enterprise to bring appropriate resources to bear to help drive client growth in a scalable and economically viable manner.</li><li>Develops a deep understanding of client business model, evaluating key aspects of their business, employing consulting and discovery tools and best practices to develop the overall Fidelity Charitable relationship.</li><li>Conducts regular client business reviews to discuss and develop the Fidelity Charitable relationship.</li><li>Provide overall client accountability and book management of a sophisticated portfolio of clients. Lead the client relationship management team comprised of members of Fidelity Charitable’s Client Experience, Complex Asset, Program, and other internal business partners with a common goal of overall client satisfaction.</li><li>Drives executive leadership engagement at industry events and keeps firms apprised of topical events/webinars to support staff development and growth in charitable space.</li><li>Responsible for contribution and adoption growth across the institutional relationships.</li><li>Lead implementation oversight of the key account relationship management model for top Fidelity Charitable relationships.</li><li>Responsible for deploying client account plan, lead all aspects of pipeline discussions and properly prepare institutions for annual planning and Giving Season readiness.</li><li>Documents client activities, business opportunities, call reports and all communications with clients on a timely basis.</li><li>Highlights Fidelity Charitable events and webinars and drives attendance.</li><li>Proposes and coordinates consulting engagements with Fidelity Charitable subject matter experts based on business need (e.g., Practice Management, Technology, Investments).</li><li>Develop strong working partnerships across the Client Engagement Group to drive engagement, coordinate field interaction and communicate best practices.</li><li>Is responsible for client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.</li><li>Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise concerns).</li><li>Cultivates collaborative relationships with key internal business partners across Fidelity.</li><li>Fosters sharing of best practices across the segment and broader organization. Recommends product/service improvements.</li><li>Commits to ongoing professional development (i.e., learns and articulates Fidelity value vs. competition, expands skills/knowledge/credentials)</li><li>Ability to effectively build and manage relationships with demanding and complex Firm Leaders and Centers of Influence in a highly competitive environment.</li></ul><ul><li><h3>Expected Travel is 25%, to a maximum of 40-50% of the time</h3></li></ul>The TeamThe Fidelity Charitable Institutional Relationship Management (IRM) team partners with wealth management firms and institutions to help them achieve their business goals by effectively incorporating charitable giving into their business model and client relationships. The IRM team helps wealth management firms navigate the changing landscape to grow their businesses and meet their clients’ financial needs. In addition to our insights, expertise and exceptional client experience, we provide thought leadership and a deep knowledge of the charitable sector and wealth planning trends, practice management expertise, and a strong technology platform to thousands of firms.The base salary range for this position is $150,000 - $190,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Relationship Management

Vice President, Institutional Relationship Manager

<h3>Job Description:</h3>The RoleDigital Solutions Business Analysts are pivotal in partnering with business sponsors, co-leading key initiatives and translating customer and business needs into actionable solutions that deliver tangible value for our customers across digital experiences.As a Digital Solutions Business Analyst, you will:<ul><li>Identify and document the needs of customers, stakeholders, and project goals. Analyze these requirements to ensure they align with business objectives and are feasible within the project’s scope.</li><li>Create detailed user stories that outline specific functionalities from the end-user’s perspective. Define acceptance criteria that determine when a user story is considered complete and ready for release.</li><li>Lead engagement with Legal, Risk, and Compliance to ensure project requirements and solutions meet legal and regulatory requirements and minimize potential risks to the firm.</li><li>Conduct business acceptance testing to ensure that the solutions meet the defined requirements. Validate that the product functions as expected and address any issues before deployment.</li><li>Develop and implement strategies for introducing new products or features to customers. Plan the rollout process to minimize disruption, maximize learning, and ensure a smooth transition for users.</li><li>Analyze customer data and feedback to gauge the effectiveness of solutions and identify areas for improvement. Report findings to stakeholders to inform future project decisions and strategies.</li><li>Provide a deep understanding of how the digital product works. Document and explain these concepts clearly, bridging the gap between business, design, and development teams.</li></ul>The Expertise and Skills you Bring<ul><li>Bachelor's degree required.</li><li>8+ years of business analysis experience (or Masters with 6+ years of experience), including experience with successful development and delivery of digital solutions.</li></ul><ul><li>Demonstrated interest in digital user experience and industry trends. </li><li>Ability to communicate and collaborate effectively across multiple teams and stakeholders to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making.</li><li>Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamDigital Solutions Chapter members are passionate about bringing together people, process, and technology to serve our growing customer base. Chapter members share a set of core product management and analytical skills, along with differentiating skills that are suited to the squad to which they are aligned.This role is aligned to a squad within the Digital Channels Product Area, which manages and maintains the user experience, technology stack, and product lifecycle of our Web and Mobile retail customer experiences. As a member of the Digital Solutions team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Business Analyst, Digital Solutions

<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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