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<h3>Job Description:</h3><p>The Role:</p><p>In this role you will be part of the AM Data team supporting efforts in delivering value to the business through the utilization and exploitation of data. The Director will be key in leading and providing thought leadership on key strategic areas of the program aimed at promoting highly scalable solutions and an operating model intended to maximize the organizations utilization of our data ecosystem and related capabilities.</p><p>In this capacity this individual will focus on developing and implementing strategies intended to support the growth and evolution of our business (and related frameworks), evolving and maturing the organizations approach to data management (including Common, Alternative, and Derived datasets) in partnership with stakeholders across the organization, and will look critically at the way AM is accessing and leveraging data to inform strategies focused on reducing friction and managing risk as a part of those pipelines.</p><p>This role will be highly visible, requiring meaningful experience supporting executive program messaging utilizing a variety of communication formats at different levels of the organization; tailoring critical information of a complex or involved nature, to a senior and executive audiences while often being sought out by senior leadership for expert opinions and recommendations required to provide business solutions. The Director will be critically important to ensuring AM is able to support the data needs of the organization while balancing competing priorities within AM and in our support of firm wide data initiatives, recommending or making decisions for the organization that will result in optimal outcomes for a broad range of highly complex business problems. </p><p>The Expertise and Skills You Bring</p><ul><li>Bachelors or equivalent with 10+ years of experience or Masters with 8+ years of experience.</li><li>Significant experience working with business/technology stakeholders to decompose existing processes, recommending changes to existing platforms or techniques, and helping drive business outcomes.</li><li>Expertise coaching others in the process of eliciting alternatives and assessing trade-offs and their impact.</li><li>Excellent situational awareness and EQ to work through countering viewpoints and competing priorities, ensuring we seek the best outcome for the firm and our clients</li><li>Experience crafting roadmaps, grooming backlogs, defining requirements, and structuring work into valuable increments - with a focus on continuous integration, delivery, and inspiring change</li><li>Defines strategies and plans for influencing multiple decision makers.</li><li>Gains agreement on the problem-solving process, risk assessment, decision points, and criteria – developing new approaches and/or frameworks to help support successful delivery of objectives</li><li>Recognized as a strategic thinker and/or someone who is willing to challenge the status quote</li><li>Bachelors or equivalent with 10+ years of experience or Masters with 8+ years of experience.</li><li>Significant experience working with business/technology stakeholders to decompose existing processes, recommending changes to existing platforms or techniques, and helping drive business outcomes.</li><li>Expertise coaching others in the process of eliciting alternatives and assessing trade-offs and their impact.</li><li>Excellent situational awareness and EQ to work through countering viewpoints and competing priorities, ensuring we seek the best outcome for the firm and our clients</li><li>Experience crafting roadmaps, grooming backlogs, defining requirements, and structuring work into valuable increments - with a focus on continuous integration, delivery, and inspiring change</li><li>Defines strategies and plans for influencing multiple decision makers.</li><li>Gains agreement on the problem-solving process, risk assessment, decision points, and criteria – developing new approaches and/or frameworks to help support successful delivery of objectives</li><li>Recognized as a strategic thinker and/or someone who is willing to challenge the status quote</li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p>The Team:</p><p>The Asset Management (AM) Data Strategy and Governance team supports AM efforts focused on advancing and executing against both Fidelity and AM Data Strategies.</p><p>The Asset Management Data team was formed as a centralized team within Asset Management (AM) to drive a Data First mindset, given the increasing importance of building data strategy into initiatives across all aspects of the organization. The team embraces a spirit of entrepreneurship, collaboration, and innovation as we work together to navigate the data challenges of emerging businesses as well as the modernization of traditional investment and data distribution platforms methodologies.</p><p>AM Data provides strategic thought leadership, data fluency education, data governance oversight, data quality expertise, data request prioritization and a variety of other utilities to AM. We aim to help simplify engagement, accelerate delivery, integrate business perspective, and improve the quality of all things data. Working closely with leaders across Asset Management and other key Fidelity business groups, we drive a One-AM approach to data investment and priorities for the AM business. </p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Director, Data Strategy and Governance

<h3>Job Description:</h3><p>As a Director, Retirement Planner in the Regional Center, you’re a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Bachelor’s degree required, Master’s degree preferred</li><li>10 years minimum investment sales/financial planning experience</li><li>Series 7,63, 65/66 (required)</li><li>Life and annuity licenses (required)</li><li>Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation will be required to obtain if you do not currently possess it.</li><li>Participant sales experience</li><li>Proven track record in generating sales and managing relationships with high net worth clients</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>As a Director, Retirement Planner at the Regional Center, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning &amp; Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal &amp; Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning.</li><li>Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants.</li><li>Your exceptional presentation skills in virtual, one-on-one and group settings.</li><li>Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>You’ll be responsible for exceeding assigned targets and driving both Personal &amp; Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants.</li><li>You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets.</li><li>Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal &amp; Workplace Investment flows.</p><h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Life, Health, Variable Annuities - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Retirement Planner - Tampa, FL

<h3>Job Description:</h3><h3>The Role</h3><p>The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax.</p></li><li><p>Bachelor’s degree in accounting, Finance, Business, HR; Master’s in taxation and/or CPA preferred</p></li><li><p>Experience with U.S. withholding taxation and reporting requirements</p></li><li><p>Confirmed understanding of tax systems</p></li><li><p>Intermediate level in Microsoft Office Tools, specifically Excel and Word</p></li><li><p>Experience working with IRS and multi-state taxation jurisdictions is required </p></li><li><p>Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.) </p></li><li><p>Experience working in the financial services industry is a plus </p></li><li><p>Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies</p></li><li><p>You can meet tight deadlines in a fast-paced environment </p></li><li><p>You produce high quality work and can prioritize multiple projects </p></li><li><p>You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills</p></li><li><p>You take initiative while seeking appropriate guidance </p></li><li><p>You are detail and process oriented with strong ability to organize and analyze data </p></li><li><p>You’re a great collaborator </p></li><li><p>You are committed to self-development, continuous learning and career advancement </p></li></ul><h3><strong>The Value You Deliver </strong></h3><ul><li><p>Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)</p></li><li><p>Assist in analyzing relevant legislative changes and effectively communicate implications to management </p></li><li><p>Prepare/review/update quarterly and year-end state tax rates</p></li><li><p>Respond to inquiries on Federal and state notices </p></li><li><p>Identify opportunities to improve and/or automate processes to improve efficiencies and controls.</p></li><li><p>Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.</p></li><li><p>Preparing and responding to required surveys</p></li><li><p>Research, respond and resolve moderately complex associate withholding tax matters. </p></li><li><p>Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties </p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><h3><strong>The Team</strong></h3><p>The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Payroll Tax Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Asset Management is seeking a highly experienced fund oversight professional for the role of <strong>Head of Product Governance.</strong> The Product Governance team within Fidelity Asset Management is a tenured team of approximately 20 professionals that focus on the interests of our fund shareholders. Its mission is to evaluate, develop, and lead proposals through board approval into execution and serve as product specialists to enable Fidelity’s investment product strategy. Proposals may include new funds, changes to funds, mergers, and liquidations, and the scope spans all Fidelity mutual funds, ETFs, and other registered funds across all asset classes and distribution channels.</p><p>This role requires a combination of deep subject matter expertise, diplomacy, communication, and a strong fiduciary orientation. You independently assess the benefits of any proposal to fund shareholders and must be comfortable expressing views that may be contrary to those of key senior stakeholders. You will interact directly with presidents of the investment divisions, the Head of Investment Product, leaders in other oversight functions, and the Boards of Trustees that oversee the funds.</p><p>The role reports to the Head of the Finance and Fund Oversight (FFO) group and is based in Boston.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Deep technical knowledge of mutual funds and ETFs and familiarity with Fidelity’s fund offerings. Knowledge of unregistered investment product structures and/or alternative investments is a plus.</p></li><li><p>Fiduciary orientation, with ability to balance different perspectives while placing fund shareholder interests first.</p></li><li><p>Ability to collaborate and build relationships at all levels of the organization.</p></li><li><p>Proven ability to consult and influence senior leaders.</p></li><li><p>Outstanding written and verbal communication skills.</p></li><li><p>Experience taking controversial positions with diplomacy and grace.</p></li><li><p>Ability to see the big picture while paying careful attention to detail, applying independent critical thinking and judgment.</p></li><li><p>Proven experience finding creative solutions to resolve intractable problems.</p></li><li><p>Balance of interpersonal skills and analytical acumen, and ability to recognize impact on others and adapt to be effective in different situations.</p></li><li><p>Experience managing and leading a high-functioning team, with focus on talent development.</p></li><li><p>Intellectual curiosity, humility, and a genuine desire for continuous improvement.</p></li></ul><p><strong>The Team</strong></p><p>The Asset Management Finance and Fund Oversight (FFO) team partners across Asset Management to drive long-term strategy and uphold fiduciary standards for Fidelity and customers. FFO further supports AM business lines and boards by providing financial expertise and insights, leading strategic initiatives, providing independent oversight of investment offerings, supporting Fund Boards, and more. As the leader of Product Governance, you will lead a talented team and will be accountable for continued growth and development.</p>The base salary range for this position is $185,000-$400,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Head of Product Governance

<h3>Job Description:</h3><p><strong>Senior Risk Manager</strong></p><p>Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The FFIO Risk team within the broader FFIO, Corporate Services &amp; Global Risk, and Enterprise Resiliency Team is looking for a passionate, hard-working team member to help support the business in identifying, monitoring and mitigating risks in order protect the interests of the firm and our customers. The Senior Risk Manager is responsible for protecting Fidelity’s customers and deepening their trust in Fidelity by partnering with the business to identify risks and develop innovative solutions to enhance controls, while fostering a strong risk mindset within the business. To execute on this goal, the team is responsible for identifying, assessing, and reporting on significant risks and helping management improve the control environment. </p><p><strong>The Businesses We Support</strong></p><p>As part of the Fidelity Fund and Investment Operations (FFIO) Risk Team, we provide business unit level risk support to a variety of operational teams, including Fund Operations and/or Global Middle Office. Examples of service lines within these teams include Fund Accounting, Pricing, ETF Accounting, Corporate Actions, Reconciliations, Fund of Funds, Cash Management, Global Product &amp; Market Information, Managed Accounts Shared Services, etc. The primary areas of business unit support and focus for this role will be dependent on business needs. </p><p> <strong>The Expertise You Have </strong></p><ul><li>Bachelors’ Degree required</li><li>7+ years’ industry experience, including Audit or other Risk Management activities</li><li>Other applicable experience (e.g., fund accounting, data analysis, etc.) helpful but not required</li><li>Demonstrated leadership or project management experience</li></ul><p><strong>The Skills You Bring </strong></p><ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Power BI, Tableau); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</li><li>Ability to manage multiple tasks; and provide supervision and direction to less experienced associates</li><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation </li></ul><p><strong>The Value You Deliver </strong></p><p>The candidate’s primary responsibility will be providing business unit risk support, including:</p><ul><li>Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities</li><li>Continuously analyzing and assess the risk profile of the business</li><li>Perform incident management activities, including collaborating with business units to identify root causes and trends, and developing effective remediation plans to prevent and detect similar issues in the future </li><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</li><li>Collaborating across our Risk team and other business support partners to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul><p>Company Overview</p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse</p><p>and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Risk Manager

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.<br> </p><p><strong>CANDIDATES MUST BE LOCATED IN CENTRAL OR EASTERN TIME ZONES</strong></p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>Require associate in this role to hold Series 7 &amp; 63 licenses</p></li><li><p>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</p></li><li><p>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required</p></li></ul><p><strong>The Value You Deliver </strong></p><ul><li><p>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s “trusted advisor.”</p></li><li><p>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</p></li><li><p>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</p></li><li><p>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</p></li><li><p>Working 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.</p></li><li><p>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</p></li><li><p>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</p></li></ul><p><strong>Strategic Book Management</strong></p><ul><li><p>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</p></li><li><p>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</p></li><li><p>Differentiates Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</p></li><li><p>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</p></li><li><p>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</p></li><li><p>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</p></li><li><p>Provides analysis and advice to resolve the needs of internal/external customers.</p></li><li><p>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</p></li><li><p>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.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Investment Solutions Representative</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.”</strong> Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>Previous success in sales, preferably in financial services</h3></li><li><h3>Client or customer consultation experience</h3></li><li><h3>Excellent phone and e-mail customer service skills</h3></li><li><h3>Comprehensive understanding of financial services markets, the economy and of industry trends</h3></li><li><h3>FINRA Series 7 licensed</h3></li><li><h3>Series 63 and 65 or 66 licensed OR ability to acquire upon hire</h3></li><li><h3>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</h3></li></ul><h3>The Purpose of Your Role</h3><h3>As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development.</h3><h3>The Skills You Bring</h3><ul><li><h3>Comprehensive understanding/interest in the financial services market, economy, and industry trends</h3></li><li><h3>Results-oriented and comfortable working independently within the infrastructure of a large organization</h3></li><li><h3>Strong technology skills and comfort with learning how to use new tools</h3></li><li><h3>Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting</h3></li><li><h3>Excellent interpersonal skills</h3></li><li><h3>Robust influencing and client engagement skills</h3></li></ul><h3>Our Investments in You</h3><h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</h3></li><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li><li><h3>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>Building and having fast-growing customer relationships by identifying customer’s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services</h3></li><li><h3>Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.</h3></li><li><h3>Partnering with other functions and roles within the organization to drive additional business</h3></li><li><h3>Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads</h3></li><li><h3>Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>The Investment Solutions Representative works with clients in Fidelity’s Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial offerings. We have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Solutions Representative I - Merrimack, NH (Evergreen)

<h3>Job Description:</h3><p><strong>The Role</strong></p><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 Director, Advanced Data Analytics in the Advanced Analytics &amp; Customer Insights organization you would have the opportunity to directly contribute towards this future. </p><p>We are looking for an analytics professional who is a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. You'll be embedded in our Digital Assets business and will partner together to help support and evolve Fidelity's digital asset offerings that demonstrate Fidelity’s commitment to customer value and high customer experience standards.</p><p>This role requires a dedicated, committed, and passionate individual who can:</p><ul><li><p>Identify reporting requirements and build solutions end to end including sourcing data through report authoring</p></li><li><p>Create and summarizes large datasets.</p></li><li><p>Collect and analyze data / develop insights and reporting capabilities to empower organizational leaders to make decisions.</p></li><li><p>Work across diverse skilled teams to find success for Fidelity and our customers.</p></li><li><p>Have a natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree required, Advanced Degree a plus.</p></li><li><p>8+ years of experience generating analytical insights to drive business actions.</p></li><li><p>Experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.</p></li><li><p>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik, etc; Business Objects experience a plus.</p></li><li><p>Experience using and querying big data technologies such as Snowflake, Athena, etc.</p></li><li><p>Experience with digital analytics using tools such as Adobe Analytics.</p></li><li><p>Experience in financial services/Digital Assets a plus.</p></li></ul><p><strong>The Team</strong></p><p>The Fidelity Digital Assets® Advanced Analytics team is central to enhancing and delivering analytics and reporting solutions that meet the needs of the Fidelity Digital Assets business. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their team. 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 practice.</p><p><strong>#cryptojobs</strong></p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Advanced Data Analytics and Insights

<h3>Job Description:</h3><p><strong>The Group </strong></p><p>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.</p><p><strong>The Role</strong></p><p>The Fixed Income Securitized Products team is seeking a talented, industrious individual to be a sector specialist on the team. The sector specialist will be working with senior analysts on various aspects of the securitized investment process, such as: analyzing large datasets, building quantitative models and utilizing programming tools to make the process more efficient. As such, the ideal candidate would be comfortable with SQL and programming languages such as VBA, Python, or similar. The sector specialist will be trained to analyze various aspects of securitized markets including non-agency RMBS, ABS and CLOs through formal training and direct mentoring by senior analysts. By collaborating closely with senior analysts, sector specialists will help form credit opinions and document those opinions in research reports and tear sheets. Moreover, sector specialists will participate in meetings with bond issuers, credit rating agencies, sell-side research analysts, investment bankers and other market participants. Sector specialists can expect to interact regularly with analysts, portfolio managers, and traders, and play an integral role in the securitized investment process. You will report to the Managing Director of Research for Financials and Securitized Products.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>The ideal candidate will have the following qualifications and attributes:</p><ul><li><p>Bachelor’s degree, preferably in Computer Science, Finance, Mathematics or other relevant quantitative subject area and 2+ years of relevant experience</p></li><li><p>SQL/Oracle, VBA preferred and Python is a plus</p></li><li><p>Strong analytical and technology skills</p></li><li><p>Excellent oral and written communication skills</p></li><li><p>Good time management</p></li><li><p>Demonstrated work ethic</p></li><li><p>Good team player, collaborator and relationship builder</p></li><li><p>Self-motivated and intellectually curious; proactively seeks additional responsibilities and learning opportunities</p></li><li><p>Ability to work independently and also as part of a team</p></li><li><p>Previous coursework in economics, accounting and finance (preferred)</p></li><li><p>Expertise in Excel and programming (preferred)</p></li><li><p>Demonstrated interest in investing and capital markets</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fixed Income Securitized Sector Specialist

<h3>Job Description:</h3><h3><strong>Business Analyst Consultant, FIA OCI/FIN Record Keeping Platform Team</strong></h3><p><strong>The Role</strong></p><p>As a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. </p><p>In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will participate in initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN partner data.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree with 5-8 years of experience</p></li><li><p>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</p></li><li><p>Proficiency in business acceptance testing, validation exercises, and release management. </p></li><li><p>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</p></li><li><p>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</p></li><li><p>Foundational exposure to Snowflake or similar data platforms Experience in SQL and ability to write and interpret SQL queries for data analysis and validation a plus.</p></li><li><p>Experience conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</p></li><li><p>Consistent track record of planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </p></li><li><p>Understanding of API documentation, payloads, and integration workflows.</p></li><li><p>Ability to lead initiatives and take accountability for overall program success.</p></li><li><p>Effectively translate business needs into technical requirements for developers and designers.</p></li><li><p>Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business.</p></li><li><p>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</p></li><li><p>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</p></li><li><p>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </p></li><li><p>Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.</p></li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.</p><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

26 Project Management / Professional Services Jobs in New Hampshire