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<h3>Job Description:</h3><p>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</p></li><li><p>Financial Services experience, we recommend five years</p></li><li><p>Degree and/or other professional certifications such as CFP are helpful</p></li></ul><h3>The Purpose of Your Role</h3><p>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.</p><h3>The Skills You Bring</h3><ul><li><p>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</p></li><li><p>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</p></li><li><p>Your subject matter expertise will be used to address unique and complex client service requests</p></li><li><p>Your appreciation for working in a dynamic and collaborative environment</p></li><li><p>Assurance that portfolios remain in accordance with compliance guidelines</p></li></ul><h3>The Value You Deliver</h3><ul><li><p>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</p></li><li><p>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</p></li><li><p>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</p></li><li><p>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</p></li><li><p>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</p></li><li><p>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</p></li></ul><h3>How Your Work Impacts the Organization</h3><p>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<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>

Fidelity Investments

Wealth Management Planning Consultant - Southlake, TX

<h3>Job Description:</h3><p><strong>Analyst, Business Operations and Strategy</strong></p><p><strong>The Role</strong></p><p>As an Analyst on the team, you will be responsible for contributing to key projects within our Data Governance function. Our team works in close collaboration across AM Technology, our 14 AM Business Areas (Equity, Fixed Income, Digital Asset Management, AM Compliance, etc.) and our partners in Fidelity Fund &amp; Investment Operations (FFIO). We ensure that we have clear command over our data; where it is sourced from, what data is Protected and how, who should have access, and the path the data takes through our organization. This role is an excellent opportunity to work across diverse teams and to understand the needs of fourteen stakeholders such as Equity, Fixed Income, and Quantitative Research &amp; Insights.</p><p>Primary responsibilities for our Governance function include:</p><ul><li>Contribute to content enrichment across six AM-Owned subject areas in our shared data catalogue – Research, Crypto, Trades etc.</li><li>Navigate new data access requests to ensure that data access is appropriate for our various stakeholders and that sensitive data is protected.</li><li>Help build out our revised Data Privacy Program – to ensure that we have the processes and capabilities in place to protect Personally Identifiable Information (PII).</li><li>Create guides detailing our key tables across asset management as well as a SQL Repository to empower end users to self-provision research.</li><li>Participate in maturity assessments across the data management lifecycle, identifying areas for improvement and closing any gaps.</li><li>Be a thought leader across Asset Management business areas in how to leverage governance tools to help give consistent structure to new initiatives and empower downstream data users to self-provision research.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 1-2 years of experience supporting the asset management industry.</li><li>Experience working with investment data related to fund accounting (ex. Portfolio Reference, Security Master, Tax Lots, Transactions, Trial Balance, etc.). Preferred – not required.</li><li>Knowledge of data governance, data quality, and data management standard processes, or a passion to learn.</li><li>Exceptional analytical, conceptual, and problem-solving abilities.</li><li>Strong communication and presentation skills, with the ability to effectively communicate complex data insights to both technical and non-technical stakeholders.</li><li>Independent and strategic problem solver; accountable for and skilled in exercising sound judgment.</li><li>Validated attention to detail as well as effective time management abilities</li><li>Passion for continuous learning – Keeps abreast of the challenges facing the industry and the approaches to address them.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></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 (Alternative Investing, Digital Assets) as well as the modernization of traditional investment and data distribution platforms (Invest One, Geneva, Oracle, Snowflake) and 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>The base salary range for this position is $60,000-115,000 USD 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>Program/Project Management

Analyst, Business Operations and Strategy

<h3>Job Description:</h3><p>Do you like solving puzzles and working in a team environment? Are you a diligent person interested in helping others make the most out of current technology? As a Platform Support Representative, you will have the opportunity to do this and more.</p><p><strong>The Role</strong></p><p>As a Platform Support Representative you will provide phone support for our Institutional clients, including Registered Investment Advisors (RIAs), and Broker Dealers, to triage technology related issues in a fast-paced environment. You will also be responsible for providing subject matter expertise on our web-based platforms, Wealthscape &amp; Wealthscape Investor. You will be expected to carry a problem from introduction to resolution, work on projects and blocking issues, and leverage strategic partnerships across the firm.</p><p><strong><strong>The Expertise You Have</strong></strong></p><ul><li>2+ years of a Phone Customer Service role, highly desired</li><li>Bachelor’s degree preferred</li><li>Work experience and strong eye for business required</li><li>Financial Services experience preferred</li><li>Knowledge of Fidelity’s products and services desirable</li></ul><p><strong><strong>The Skills You Bring</strong></strong></p><ul><li>Superior customer service and phone skills</li><li>Excellent writing and verbal communication skills.</li><li>Good understanding of technology, especially as it relates to problem solving.</li><li>Ability and desire to work in a team environment.</li><li>You exemplify strong social skills and customer service approach to solving problems</li><li>You are able to multitask, prioritize, problem solve, be adaptable, and make decisions.</li></ul><p><strong><strong>The Value You Deliver</strong></strong></p><ul><li>Enhancing our clients’ technology experience</li><li>Provide first and second level phone support for technology products</li><li>Serve as Subject Matter Authorities (SMEs) for our web-based platforms</li><li>Connect our clients to the best solution or answer</li><li>Improving operational efficiencies</li><li>Educate clients to be self-sufficient</li><li>Share standard methodologies with team members</li><li>Work with team lead or management to improve team operational efficiency</li><li>Challenge the status quo</li><li>Serving as an internal advocate</li><li>Voice of the client to Service, Technology, Product, etc.</li><li>Proactively identify areas of improvement</li><li>Identify risk for our clients and the firm</li><li>Being a standout colleague</li><li>Supply to department level goals, projects, and initiatives</li><li>Mentor junior level associates and share advantageous information/successes across regions</li><li>Provide coverage for team members</li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional provides superior customer service to Fidelity's Custody and Clearing clients through innovation, dedication, and commitment to excellence. A Platform Support Consultant ensures a seamless and robust experience for our clients by providing point of contact expertise for the entire suite of online products offered by FI, including the Wealthscape and Wealthscape Investor platforms and supporting the effort to build trust, loyalty, and satisfaction.</p><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations, Client Service<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>

Platform Support Representative - IWMS Client Experience

<h3>Job Description:</h3><h3><strong>Please Note: The hiring manager will be hiring for this role at a Director OR Senior Manager level based on candidate experience</strong></h3><p><strong>The Role</strong></p><p>As a member of the Digital Channels Personalization team, you will partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences (web and mobile platforms). This exciting new Squad will be focusing on leveraging the full breadth of our Personalization tools to create connected cross-channel customer experiences focused on specific customer outcomes to train and strengthen our AI/ML models and create an individualized and scalable landing solution for customer content refinement and decision support.</p><p><strong>As a Director Level Analyst, you will:</strong></p><ul><li>Collaborate with and champion relationships across multi-functional teams, including business partners, analytics, artificial intelligence, technology, product, and marketing teams to ensure successful delivery of new initiatives and continuous measurement of outcomes.</li><li>Work alongside various team leaders and management to create and present impactful, results driven goals, product roadmaps, and success stories</li><li>Support delivering initiatives, including strengthen AI/ML models by utilizing outcome data and analytics, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.</li><li>Employ strong story telling skills, conveying the vision and impact of digital solutions by helping to create and utilize data analytic measurement strategies and visualizations</li><li>Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.</li><li>Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.</li><li>Stay updated with industry trends in customer experience and personalization.</li></ul><p><strong>Expertise and Skills</strong></p><ul><li>Bachelor’s degree or equivalent in business, computer science, data analytics, or a similar field (Masters a plus)</li><li>7+ years of work experience as an analyst in a business intelligence, digital solutions, or financial services environment</li><li>Background with various investment products offered through Wealth, Brokerage, and Workplace Investing (Series 6, 7, 63, or equivalent is a plus)</li><li>Excellent problem-solving skills and attention to detail.</li><li>Experience in leading and delivering complex and highly visible projects throughout an organization</li><li>Ability to lead, communicate, and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.</li><li>Exposure to Data Analytics, artificial intelligence / machine learning techniques is a plus.</li></ul><p><strong>The Team</strong></p><p>As Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.</p><p>This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our web and mobile platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.</p><p>As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.</p><h3><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></h3>The base salary range for this position is $110,000-222,000 USD 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

Director, Business Analyst: Digital Strategy and Solutions (Personalization)

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you energized by the opportunity to turn data into actionable insights? Do you thrive in roles that blend critical thinking, analytical depth, and cross-functional execution? If so, the BPM team is seeking a Business Analysis Leader to contribute to the evolution of our data products.</p><p>In this role, you’ll lead and project manage the delivery of data products that support enterprise analytics, while also directing business analysis efforts across a portfolio of initiatives. You’ll work across domains such as Assets &amp; Flows, Customer &amp; Client, and Interaction data, helping to define requirements, validate solutions, and ensure alignment with business strategy.</p><p>You’ll partner closely with technology teams, and business customers to:</p><ul><li>Lead cross-functional efforts from concept through delivery, managing timelines, risks, and communications</li><li>Translate strategic priorities and business use cases into well-defined business requirements and actionable test plans</li><li>Direct business analysis activities including data validation, issue resolution, and stakeholder alignment</li><li>Support the development of scalable data products that drive decision-making</li><li>Help advance BPM Data Strategy</li></ul><p>Success in this role requires intellectual curiosity, a passion for data, and the ability to move fluidly between strategic vision and detailed execution. You’ll be a key voice in how we use data to measure performance, uncover opportunities, and support leaders across the organization.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>A bachelor’s degree in Finance, Data Analytics, or equivalent; MBA or advanced degree preferred</li><li>8+ years of professional experience in Finance or Business/Data Analysis</li><li>Deep understanding of data architecture and business/data analysis practices, capable of mentoring and training others</li><li>Critical thinker and problem-solver with the ability to design, implement, and optimize routines and processes for greater efficiency and effectiveness.</li><li>Strong executive communication skills with expertise conveying complex information and data simply and meaningfully</li><li>Thrives in a fast-paced organization, prioritizes well, and takes accountability for their work and the work of the team</li><li>Experience leading projects, ideally related to data</li><li>Solid understanding and use of data visualization tools (Tableau, Power BI, etc)</li><li>Experience working with SQL, including querying and manipulating data in Snowflake and relational databases</li><li>Confidence, business maturity, and presence to work independently and collaborate well across all levels of the organization</li><li>Flexibility, and resourcefulness to lead several priorities in a deadline driven environment while having comfort with ambiguity</li><li>Ability to gain subject matter expertise in a short time period and apply institutional knowledge to develop quality analytics</li><li>Ability to take initiative and seek creative solutions that challenge conventional approach</li><li>Strong interpersonal skills, proactively building consultative relationships across Finance, Technology and the business</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>The Director of Business Analysis is a member of the Business Performance Measurement (BPM) team, whose mission is to deliver actionable insights and analysis across the enterprise. BPM builds and supports a high quality data environment, in close collaboration with Technology, to support this vision and empower a data-driven culture. We use this environment to drive innovation, strategic growth and advise in corporate decision making. We continually improve our data ecosystem to enable fast and effective analytics. We are also building out data science capabilities and will look for someone to help advance these efforts by balancing business and technical skills.</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>

Director of Business Analysis

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account OpeningSpecialist towork in Westlake, TX.<br> <br> The mission of the Investment Operations team is helping people, help people. We are seeking a detail-oriented and customer-focused professional to join our team as an Account Opening Specialist. This role is critical to delivering a seamless and efficient onboarding experience for new clients. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are essential as you will be responsible for processing account opening requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a great opportunity for someone who is passionate about delivering exceptional client service and contributing to a high-performing team.<br> Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, capture relevant information, and identify a solution when necessary. It’s more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously <em>giving</em> to non- profit organizations to meet their philanthropic goals. You get to be a part of that! <ul> <li>Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements</li> <li>Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements</li> <li>Communicate effectively with clients and internal teams to resolve account opening discrepancies or delays</li> <li>Maintain high-quality data entry and account setup within core systems</li> <li>Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met</li> <li>Share observations of potential process improvements to the account opening process and client experience with your manager</li> <li>Collaborating with internal Charitable business partners to fulfill special handling requests</li> <li>Escalate risk-related concerns and documentation issues promptly</li> <li>Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships</li> <li>Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals</li> </ul> <br> The Expertise and Skills We are Looking For: <ul> <li>Bachelor’s degree</li> <li>2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management).</li> <li>Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy</li> <li>Strong ability to identify errors and inconsistencies in documentation and data inputs</li> <li>Excellent verbal and written communication skills to effectively interface with internal partners and clients</li> <li>Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills</li> <li>Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed</li> <li>Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards</li> <li>Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment</li> <li>Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions</li> <li>Flexible with overtime as requested (especially December – Giving Season)</li> </ul> <br> The Team<br> Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<br> <br>

Fidelity TalentSource

Account Opening Specialist

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This position is a meaningful role in WI Sales Optimization Acceleration &amp; Retention (SOAR) who both leads a team of Proposal Consultants (PC) while also helping to triage and evaluate incoming work for the Proposal team. This leader works with Sales Managers, Product and Service Consultants, and business partners to support the Workplace Investing sales goals and commitments.</p><p>Support sales activity in pursuit of attaining new clients or retaining existing clients in Workplace Investing. Guide our team in the delivery of high-quality sales support in the pursuit of new clients. Lead the day-to-day leadership of work assignment and serve as a point of escalation with sales team and other business partners. Contribute to group initiatives to drive innovation through process re-engineering and automation. Gain feedback from internal and external clients and ensure it is infused into how we work.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Bachelor’s Degree</p></li><li><p>Proven experience in the retirement industry.</p></li><li><p>Experience in Workplace Investing with a solid understanding of operations and service delivery model</p></li><li><p>Series 7, 24 required (can be acquired in the role)</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Extensive retirement plan experience with a solid understanding of Fidelity’s products and services, management processes and overall Fidelity network.</p></li><li><p>Proven capability to deliver to tight timeframes and be successful in fast paced environments.</p></li><li><p>Strong communication, editing, and facilitation skills.</p></li><li><p>Outstanding meeting leadership skills.</p></li><li><p>Strong time management and organizational skills.</p></li><li><p>Creative, flexible, and out-of-the-box thinking </p></li><li><p>Ability to maintain relationships and positioning in order to effectively mentor team related to critical issues and general positioning.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Handling day to day assignment of activities for associates – including deal assignments and balancing requests to support WI Sales goals.</p></li><li><p>Effective coaching of team including performance management deliverables of quarterly quick connects and assessments.</p></li><li><p>Working with peers and business partners to maximize resources and meet the demands for end-to-end sales process.</p></li><li><p>Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease coast where possible.</p></li><li><p>Assisting team in handling RFP responses and overall deal quality through entire sales cycle.</p></li><li><p>Carrying out new hire training programs</p></li></ul><p><strong>The Team</strong></p><p>Sales Optimization Acceleration &amp; Retention plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, outstanding participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals. </p><h3>Certifications:</h3>Series 24 - FINRA<h3>Category:</h3>Sales Support<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 Manager, Proposal Consultant

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>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</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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>

Financial Representative - Fort Worth, TX

<h3>Job Description:</h3><p>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>Bachelor’s degree</p></li><li><p>Series 7 &amp; Series 63 licenses required (may be attained in role)</p></li><li><p>Experience in financial services and sales is helpful, but not required</p></li><li><p>Commitment to growing technical knowledge of the financial industry</p></li><li><p>Passion for capital markets and investment products</p></li><li><p>Aptitude and dedication for constant learning and self-improvement</p></li><li><p>Team player, confident, and self-motivated</p></li><li><p>Excellent communicator, excited to engage clients</p></li><li><p>Appreciate the challenge of working in a goal and results oriented environment</p></li></ul><p><strong>As an Investment Sales Associate (ISA)</strong> your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.</p><p><strong>The Investment Sales Development Program</strong> is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. </p><p><strong>The three phases within the program: </strong></p><ul><li><p>Licensing, training, and supporting financial advisor investment product inquiries</p></li><li><p>Pro-active client engagement to initiate new client relationships and sales opportunities</p></li><li><p>Sales territory ownership with an external sales partner, to drive investment product sales</p></li></ul><p><strong>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: </strong></p><ul><li><p>Capital Market and Investment Product Knowledge</p></li><li><p>Sales Process and Sales Territory Management</p></li><li><p>Consultative Presentation Capabilities</p></li><li><p>Financial Advisor and Intermediary Eco-System</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Your robust consultative selling, influencing and communication skills</p></li><li><p>A learner mindset, with determination for extensive skill development</p></li><li><p>Ability to develop technical depth in financial markets and investment product</p></li><li><p>Additive (or leader) to a competitive, collaborative, energized team</p></li><li><p>Organized, with ability to multitask, prioritize, and adjust to change</p></li><li><p>Proven capability to be proactive and demonstrate initiative</p></li><li><p>Receptive to feedback and coaching</p></li><li><p>Thrive in team-based sales environment</p></li><li><p>Take initiative and strive to exceed expectations</p></li><li><p>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</p></li><li><p>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</p></li><li><p>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</p></li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>Compensation/Career Progression</strong></p><ul><li><p>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</p></li><li><p>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is <strong>at least</strong> 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</p></li><li><p>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - 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 Sales Associate - January 2026 (Westlake)

<h3>Job Description:</h3><p>Are you passionate about using experimental design and statistical inference to improve product offerings? Are you ready to step into a position in crafting the use of experimentation to improve every aspect of the customer experience? Do you want to enable better measurement and decision-making from campaigns and experiments?</p><p>If yes, we want you to join our upbeat and hardworking team and make a real-world difference for Fidelity’s 36 million individual investors. </p><p><strong>The Team </strong></p><p>We are looking for an expert in experimental design and statistical inference to help develop and drive strategic analytical initiatives. As an integral part of the Marketing Measurement and Analysis team, you will contribute to improving our use of experimentation and statistical methods. You will lead designs of complex experiments across the Fidelity Wealth organization, serve as a thought leader, and help drive culture and governance to help us further in our growth as a test and learn driven organization.</p><p>You’ll, also, be a key member of our team driving the future state of methodology in our in-house measurement platform. You will help enhance platform statistical methods, work with engineering on implementation, and lead education for adoption. The team will look up to you as a subject matter authority in experimental design and statistical inference. </p><p>The optimal candidate will have a mix of knowledge and experience in experimental design, statistical and causal inference; combined with programming skills, communication abilities, and talent at working with teams. This role can be in our Smithfield RI or Westlake TX or Boston MA offices.</p><p><strong>The Expertise We’re Looking For </strong></p><ul><li>PhD (preferred) or Masters in a quantitative/field such as Statistics, Biostatistics, quantitative Social Science (including but not limited to economists), Epidemiology, Public Health, Engineering, Computer Science, or related field. </li><li>3-5 years post PhD or 7-10 post Masters of proven experience applying experimental design and statistical inference to academic and non-academic problems. If academic, please list publications in resume.</li><li>Postdocs and early career scientists/faculty/adjuncts are strongly encouraged to apply.</li><li>Strong understanding of core concepts in experimental design including randomization, blocking, factorial designs, cluster designs, and so forth.</li><li>Expertise in using and explaining statistical inference methods for experimental and quasi-experimental circumstances; ideally using both frequentist and Bayesian approaches. </li><li>Statistical experience using a mix of modeling and inference methods with cross-sectional, longitudinal and time-series data.</li><li>Experience developing experimental designs; ideally in a marketing, web, social media, industrial, pharma, or other corporate context. Candidate would, ideally, have some experience in A/B testing, email experimentation, and similar problems in a corporate setting.</li><li>Experience working on cross-disciplinary teams that include engineers, scientists, and non-technical team members. </li><li>Demonstrated proficiency in programming, modeling and analysis using Python or R. Familiarity with core libraries in either language.</li><li>Experience querying and analyzing data with contemporary databases such as Snowflake using SQL (and scripting languages as needed.) </li><li>Some experience using data visualization tools or libraries.</li></ul><p>It is unlikely that anyone has all the above expertise so please don’t hesitate to apply if you only meet a subset. </p><p><strong>The Skills You Bring </strong></p><ul><li>Demonstrated experience in learning and adopting the right method for the right problem. </li><li>Proven track record presenting to non-technical audiences — delivering relevant insights through data analytics/research and then communicating sophisticated data, analyses, statistics, and research findings in a simple, clear, and relevant way </li><li>Ability to form strategic partnerships to deliver value for key partners </li><li>Exemplify passion for your work, operating with a sense of purpose that encourages and motivates the entire team. </li><li>Enthusiasm and energy at collaborating, educating, and helping create community around better uses of experimentation and statistical inference.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities. </li></ul><p><strong>The Value You Deliver </strong></p><ul><li>Empowering customer experience and product development teams with cross-business and meaningful insights to enable objective, informed decisions </li><li>Formulating and executing learning agendas, raising strategic and provocative questions that stretch the thinking of the team </li><li>Continuously improving analytic capabilities and spreading that knowledge and expertise throughout the organization to facilitate self-service </li></ul>The base salary range for this position is $107,000-216,000 USD 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>Data Analytics and Insights

60 Project Management / Professional Services Jobs in North Richland Hills, TX, USA