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<h3>Job Description:</h3>Developmental Regional Director (DREP)We have an exciting sales opportunity working in a designated sales territory covering exclusively Edward Jones Financial 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. This role will require the associate to live within the established geographic territory which includes WA, OR, ID, work remotely from home, as well be able to travel within the territory to interact face to face with clients/prospects.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>Note: Fidelity is not providing immigration sponsorship for this position ​The 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 $65,000 - $75,000 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(Pacific Northwest Territory)

<h3>Job Description:</h3>Vice President, New Business Development – Fidelity CharitableNote: Fidelity is not providing immigration sponsorship for this positionThe RoleFidelity Charitable seeks an accomplished, strategic, and entrepreneurial Vice President of New Business Development to expand its donor-advised fund platform with institutional Registered Investment Advisors (RIAs), Broker-Dealers (BDs) and Multi-Family Offices (MFOs).This executive will drive revenue growth by building institutional partnerships. These partnerships embed Fidelity Charitable’s donor-advised fund platform within strategic partner firms’ branded giving solutions. The ideal candidate combines a deep understanding of the wealth management and financial intermediary ecosystem with strong consultative sales skills and a passion for philanthropy.The Expertise and Skills You Bring<ul><li>Experience: 10+ years in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors.</li><li>Strategic Growth &amp; Sales</li><li>Identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians seeking a white label donor-advised fund program.</li><li>Develop and execute a business development strategy to meet or exceed growth targets for white label DAF assets and accounts.</li><li>Lead contract negotiations, pricing, and implementation in collaboration with legal, service, program, operations and relationship management teams.</li><li>Relationship Management</li><li>Cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders) within target firms.</li><li>Serve as a trusted advisor, helping strategic partners integrate charitable giving into their client value proposition.</li><li>Market Development &amp; Positioning</li><li>Represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events.</li><li>Work closely with marketing and product teams to refine messaging, product design, and strategic partner enablement materials for institutional audiences.</li><li>Maintain a deep understanding of competitive offerings, industry trends, and regulatory developments in the charitable giving and wealth management sectors.</li><li>Internal Collaboration</li><li>Partner with Fidelity Investments’ institutional and intermediary channels to identify cross-platform opportunities.</li><li>Collaborate with implementation and relationship management teams to ensure smooth onboarding and sustained partner success.</li><li>Knowledge: Strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms (RIA, broker-dealer, multi-family offices and custodian networks).</li><li>Skills:</li><li>Proven track record to develop and close complex, multi-stakeholder partnerships.</li><li>Exceptional communication, negotiation, and presentation skills.</li><li>Entrepreneurial approach with ability to navigate ambiguity and build new channels from concept to scale.</li><li>Education: Bachelor’s degree or equivalent experience required; MBA or CFP/Charitable Planning credential preferred.</li><li>Values: Passion for philanthropy, innovation, and expanding access to charitable giving</li></ul>The TeamFidelity Charitable is an independent public charity that helps donors maximize their philanthropic impact through donor-advised funds (DAFs), making charitable giving simple, effective, and enduring. As the nation’s largest grantmaker, Fidelity Charitable partners with financial intermediaries, wealth management firms, and institutions to expand access to strategic giving solutions.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.Company Overview 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 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>.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, New Business Development – Fidelity Charitable

<h3>Job Description:</h3>PRODUCT ANALYST – Private Market Customer SolutionsAs a Product Analyst Consultant, you blend deep experience in Private Company Equity Administration and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with Fidelity Stock Plan Services and Fidelity Private Shares Product Owners (Squad Leaders) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!The Team The Product Analyst (PA) is part of the Private Markets Customer Solutions’ Product Analyst Chapter (team), which supports product development across multiple private market domains. The PA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement product and service features in private market administration applications from inception to delivery. Your squad will focus on developing integrated benefit experiences, creating participant personalization, all while simplifying our site interaction to increase engagement! You will help build innovative participant features for Fidelity Stock Plan Services and Fidelity Private Shares platforms.Key Responsibilities<ul><li>Translate business requirements into system specifications and recommend enhancements to batch functionality.</li><li>Lead analysis of business and batch processes to identify user needs and document requirements.</li><li>Collaborate with multi-functional teams.</li><li>Facilitate critical coordination across teams including planning, design and problem-solving.</li><li>Develop and maintain Agile artifacts including user stories, acceptance criteria, and product backlogs.</li><li>Build and implement test scenarios to validate solution effectiveness and business value.</li><li>Present findings and recommendations to all levels of management.</li><li>Drive continuous improvement in processes, policies, and procedures.</li></ul>Candidates must be a highly motivated self-starter with a sense of ownership, attention to detail and be an effective liaison between partners and your team. Attributes that lead to success in this role include curiosity, tenacity to follow up on details to gain a complete understanding of problem, highly collaborative approach to work, a high level of engagement and ownership of outcomes.Expertise and Skills You Have<ul><li>6+ years of experience in business and systems analysis, including Agile methodologies, data analysis, batch application development, data mapping, flowcharts, user acceptance testing, and product documentation.</li><li>Demonstrate an ability to lead complex analysis and translate highly technical and non-technical requirements.</li><li>Good business judgment – understands and focuses efforts on key business priorities, thinks holistically, uses business partners and focuses on return on investment.</li><li>Think strategically – understand customer, business partner needs and prior lessons to advise strategy direction and ongoing decision making.</li><li>Synthesizing sophisticated data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way.</li><li>Solid focus on innovation and continuous improvement.</li><li>Experience with database queries and general data architecture.</li><li>Familiarity with APIs and batch processing.</li><li>Superb communication skills – written, verbal, and presentation.</li><li>Strong analytical and problem-solving skills.</li><li>Demonstrated ability to influence and collaborate across organizational boundaries.</li><li>Knowledge of Fidelity’s Managed Account solutions and Workplace investment products (preferred).</li><li>Bachelor’s degree or equivalent experience encouraged.</li></ul>The Value You Deliver <ul><li>Delivering software solutions in a Scrum Agile environment</li><li> Leading and conducting Product analysis to identify needs and recommend effective solutions</li><li> Managing and maintaining the scrum team backlog, including writing user stories, defining acceptance criteria, supporting prioritization, and facilitating refinement sessions</li><li>Collaborating closely with business stakeholders, development teams, external vendors, and QA throughout the project lifecycle—from planning and requirements to design, testing, and implementation</li><li>Conducting product demonstrations and clearly explaining new features to large audiences, ensuring understanding and alignment across stakeholders</li><li>Supporting deployment and business readiness activities, including enablement planning, user documentation, internal training, and communication</li><li> Effectively managing and prioritizing multiple initiatives and Product analysis tasks simultaneously</li></ul>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.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.<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.

PRODUCT ANALYST  –  Private Market Customer Solutions

<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

Developmental Regional Director (Wisconsin Territory)

<h3>Job Description:</h3>Vice President, Planning &amp; Engagement The RoleThe Vice President of Planning &amp; Engagement partners with Fidelity’s largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants.As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity’s participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning &amp; Advice, our premium advice solution for plan participants. The trust you help build with your clients will position Fidelity as a strategic partner who they actively promote to their employees.The VP of Planning &amp; Engagement drives planning &amp; advice engagements participants, helping them improve their overall Financial Wellness and opening the door to lifetime relationships.The Expertise and Skills You Bring <ul><li>Highly effective networker and relationship builder</li><li>Ability to anticipate client needs and concerns, and proactively propose solutions client needs and concerns, and proactively propose solutions</li><li>Tenacious problem solver and strong project manager</li><li>Ability to analyze sophisticated data and present findings in a clear and compelling way</li><li>Bachelor's degree, MBA preferred</li><li>10+ years in Financial Services, with solid understanding of the retirement industry</li><li>Experience building productive client relationships in a client management or sales role</li><li>FINRA Series 7 &amp; 63 required</li></ul>The TeamThe team is focused on developing a strong understanding of our clients’ priorities regarding the planning needs of their participants. We bring to life how Fidelity’s planning and advice capabilities can help their participants meet their financial goals. We lead consultative discussions to develop strategies to build awareness and drive utilization of Fidelity’s key solutions: Financial Wellness, Personalized Planning &amp; Advice, Planning &amp; Advice, Stock Plan Services, Executive Services and our Retail offering.Internally, we optimally educate and influence key WI and PI business partners to ensure the best positioning of Fidelity’s planning and advice capabilities. We strive to effectively represent the voice of the Plan Sponsor and participant to drive the product roadmap and long-term business strategy of Fidelity’s Financial Wellness and planning &amp; advice offerings.Success in the role is based on driving increased usage of Fidelity’s Financial Wellness and planning &amp; advice capabilities while improving Plan Sponsor engagement, happiness, and retention. Critical to finding success will be your ability to build positive relationships with your clients and Fidelity’s Managing Directors.The base salary range for this position is $118,000-226,000 USD 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Client Service

Vice President, Planning & Engagement

<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>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

Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. The Transportation Coordinator is responsible for the daily administrative functions in the Transportation department. They ensure that drivers are aware of any changes that may or will occur and provide route change information to customers as needed. Benefits you can count on: <ul><li>Pay rate: $15.97 per hour.</li><li>Sunday thru Thursday, 1pm to 8:30pm</li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul> What you'll do as a Transportation Coordinator: <ul><li>Prepare delivery paperwork for drivers.</li><li>Pull and put away keys.</li><li>Confirm driver on routes.</li><li>Perform DOT file maintenance.</li><li>Process payroll.</li><li>Check in driver and verify paperwork.</li><li>This position has additional responsibilities. Special projects may be assigned at the position supervisor's discretion. </li></ul> Qualifications you'll bring as a Transportation Coordinator Teammate: <ul><li>Have a high school diploma or equivalent. </li><li>At least 2 years of work experience in a similar function is preferred. </li><li>Have good computer skills, including Microsoft products. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Safety-focused </li><li>Reliable </li><li>Adaptable</li><li>Dedicated </li></ul> Moving America forward - together. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Coordinator, Transportation

<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

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