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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you a self-starter and committed to delivering results? If you enjoy delighting customers with outstanding customer solutions this may be the job for you! We are seeking a results-focused and motivated associate who flourishes when working with internal and external teams to deliver outstanding Credit Card products and services. This role can be hired at Consultant or Director level, depending on skills and experience. Key responsibilities can include:</p><ul><li>Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus group</li><li>Evaluating the competitive landscape to understand potential differentiation</li><li>Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences</li><li>Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases.</li><li>Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendor that issues the credit card and provides front line customer service.</li><li>Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s Degree required and 8-12 years of experience, focused in the financial services, credit cards area.</li><li>Background and passion for solving customer problems and delivering engaging, personalized, digital solutions. Strong focus on execution, identifying and removing impediments to progress.</li><li>Demonstrated knowledge of business analyst techniques, such as: benchmarking, business rules analysis, user stories, user acceptance testing and product documentation.</li><li>Strong analytical skills and ability to apply critical thinking skills and understand sophisticated customer needs</li><li>Project management skills to run execution teams aligned to strategic plans &amp; objectives</li><li>Strong listening, presentation and persuasion skills to achieve consensus with multiple audiences</li><li>Agile mindset; ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity with a proved track record of bringing innovative Mobile and Web products to a diverse customer base. Also, familiarity with Agile process &amp; tools (Jira, Mural) including possessing good story-writing skills is preferred</li><li>Active participation and/or leading in the prioritization of the squad work defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and Api’s while delivering innovative credit card web and mobile experiences.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>Fidelity’s Wealth Product &amp; Experience vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Director/Consultant, Wealth Product & Experience Personal Cards – Credit Card

<h3>Job Description:</h3><h3>The Role</h3><p>This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall. The Business Analyst Consultant combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. This role is a liaison for the Shareholder Reporting business team to the IT systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management, and interim business solutions using light automation. The Business Analyst Consultant performs many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team. <em>This position emphasizes Operations expertise; it is not a Technology role.</em></p><h3>The Expertise and <strong>Skills</strong> You Bring</h3><ul><li>Bachelor’s degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund industry (previous financial reporting experience with Digital Assets/Alternative products is preferred).</li><li>5+ years project experience required (active participation and/or management)</li><li><h3>Experience with Registration Statements (Prospectus (Pro), Statement of Additional Information (SAI), Summary Prospectus (Sum Pro) is a plus.</h3></li><li>A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly.</li><li>Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment.</li><li>Your strong verbal and written communication skills</li><li>Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact.</li><li>Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact.</li><li>Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions.</li><li>Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions.</li><li>Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point.</li><li>Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives.</li><li>Your extensive understanding of MS Office.</li><li>Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred.</li><li>Experience with Confluence's Unity financial reporting software is a plus.</li><li>Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3>The Team</h3><p>Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity’s business partners and shareholders. The group’s main responsibility is performing qualitative reviews of regulatory reports on assigned U.S., Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines.</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>

Operations Readiness Leader

<h3>Job Description:</h3><p>Fidelity Fund Investment Operations (FFIO) Risk is seeking a strategic and experienced risk leader to direct and continually enhance our SOC 1 audit engagement program. This director-level role will be responsible for overseeing the end-to-end execution of three SOC 1 audit reports, overseeing change management routines that ensure the reports align with FFIO’s growth initiatives and needs of the report users, and building and maintaining strong relationships with internal business partners and external auditors. The ideal candidate will bring deep expertise in audit and control frameworks, a strong understanding of SOC 1 requirements, and the ability to translate business strategy into effective risk and control practices.</p><p><strong>The Businesses We Support</strong></p><p>This role supports FFIO. FFIO groups include Fund Operations, Fund Administration, Global Middle Office, Global Product Solutions, Consolidated Data Services, and Performance, Analytics &amp; Digital Operations. The role works closely with other risk associates across FFIO Risk and other risk groups, the Asset Management Treasurer’s Office, and external audit teams.</p><p><strong>Key Responsibilities</strong></p><ul><li>SOC 1 Audit Leadership: Direct the planning, execution, and delivery of SOC 1 audits, including coordination with external auditors and internal stakeholders.</li><li>Control Environment Management: Oversee the design and effectiveness of key controls across FFIO’s operations. Identify and remediate control gaps.</li><li>Strategic Risk Alignment: Partner with business leaders to assess how FFIO’s growth initiatives impact SOC 1 control requirements and readiness.</li><li>Stakeholder Engagement: Build strong relationships with business units, technology teams, compliance, and external auditors to support audit execution and issue resolution.</li><li>Process Improvement: Enhance audit readiness, control documentation, and evidence gathering processes. Promote a culture of control ownership and risk awareness.</li><li>Reporting &amp; Governance: Provide regular updates to senior leadership on audit status, risks, and mitigation plans. Support governance and regulatory reporting as needed.</li></ul><p><strong>The Skills and Expertise You Have </strong></p><ul><li>Bachelor’s degree in Accounting, Finance, Business, or related field; advanced degree or certifications (CPA, CIA, CISA) preferred.</li><li>10+ years of experience in risk management, internal audit, or external audit, with a strong focus on SOC 1 engagements.</li><li>Deep understanding of control frameworks and audit methodologies.</li><li>Proven ability to connect business strategy with risk and control implications.</li><li>Exceptional communication and relationship-building skills.</li><li>Experience working in a complex, matrixed organization and managing cross-functional initiatives.</li><li>Familiarity with automation and data analytics in audit processes.</li><li>Ability to lead through change and influence cross-functional teams.</li><li>Presentation and Writing Skills – ability to develop and deliver formal and informal presentations to a variety of audiences.</li><li>Financial services or asset management background preferred.</li></ul><p><strong>Why Fidelity? </strong></p><ul><li>A company that is committed to innovation and being an industry leader</li><li>Access to top-tier technology platforms, tools, and frameworks</li><li>Ambitious positions and numerous opportunities for personal and professional growth</li><li>Competitive compensation and benefits package that includes bonus, health insurance, pension, life insurance and a variety of work/life programs</li></ul><p><strong>Company Culture</strong></p><p>At Fidelity, we reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can contribute to the bright and strong future of our company.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Risk Director – SOC 1 Audit Engagements

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Associate Relationship Manager (ARM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement and distribution opportunities.</p><p>The Associate Relationship Manger role is a critical position, focused on fostering high levels of client satisfaction by effectively representing Fidelity Asset Management solutions to strategic and opportunistic clients that both forward Fidelity’s presence within the client’s system but also aligns with the needs and strategic plan of the client’s advisor led service model in the private wealth space. This person will need to collaborate with other Fidelity Teams (including but not limited to Asset Management, Sales, Legal, Operations, and our in-house custody &amp; clearing units) to implement client-centric solution that broaden and deepen our Fidelity presence while enhance the customer experience.'</p><p>Core responsibilities of an Associate Relationship Manager include:</p><ul><li><p>Present &amp; appropriately position Fidelity asset manager solutions to research and product personnel at selected BDs, Banks and RIAs.</p></li><li><p>Develop actionable account plans that broaden product offering and defend existing assets</p></li><li><p>Work effectively across National Account Team (Including KAMs &amp; Investment RMs) to develop and implement thorough firm coverage strategies that leverage best practices but can be customized at scale effectively</p></li><li><p>Collaborate with sales and marketing teams to align and communicate account plans that furthers the advisor enablement efforts set forth by the FI Sales Organization</p></li><li><p>Work with FI Distribution leadership to design an effective budget to support portfolio of client assigned to the ARM</p></li><li><p>Implement Fidelity’s investment products onto client investment platforms seamlessly</p></li><li><p>Work with Key Account Managers to coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements</p></li><li><p>Facilitate client interactions with Fidelity Asset Management &amp; Investment Specialists</p></li><li><p>Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events</p></li><li><p>Act as lead relationship contact for all day-to-day support needs of key home office clients, providing impeccable service</p></li><li><p>Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans</p></li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>Bachelor’s Degree</p></li><li><p>Series 7 and 63</p></li><li><p>Applicable Investment Certifications such as CFA, CIMA, Etc.</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>5 years of experience working in the Financial or Investment Management industry</p></li><li><p>Excellent interpersonal and communication skills</p></li><li><p>Strong investment acumen</p></li><li><p>Team Attitude that is both positive and demonstrates a strong work ethic</p></li><li><p>Self-motivated with a dedication to continuous self-improvement</p></li><li><p>Ability to thrive in a fast-paced and collaborative environment</p></li><li><p>Highly resourceful, organized, and capable of working independently while prioritizing both Fidelity &amp; Client priorities</p></li><li><p>Quick learner with ability to adapt to new situations</p></li><li><p>Effective listening, communication, and presentation skills</p></li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>Fidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 52 - FINRA, Series 63 - 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>

Director -Associate Relationship Manager, Core Wealth

<h3>Job Description:</h3><h3><strong>Manager, Data Analytics and Insights</strong></h3><p><strong>The Role: </strong></p><p>As a <strong>Manager on the Talent Data Analytics &amp; Insights team</strong>, you will leverage your analytical expertise to deliver data-driven solutions that enhance the effectiveness of Enterprise Talent programs. Your work will span talent analytics, process automation, and visualization—providing insights that help shape how we attract, develop, and retain top talent.</p><p>This role requires critical thinking, curiosity, initiative, and confidence in applying analytical techniques to real-world challenges in the Talent space. You will collaborate closely with Talent, HR, and business leaders to understand their needs and deliver impactful analytics.</p><p>Your analytical, technical, and communication skills will support our team and the business in making data-driven talent decisions. The work you do will allow the analysts to communicate trends, patterns, and predictive information found within talent-related data using various analytical and statistical tools and techniques. Our goal is to strengthen our analytical capability, efficiency, and generate operational insights in the organization. By using your full range of skills, you will have a direct impact on streamlining processes to maximize efficiency and effectiveness and elevate the experiences of both candidates and associates within Fidelity.</p><ul><li><p>Perform <strong>exploratory and forensic data analysis</strong> to uncover trends, patterns, and anomalies while developing subject-matter expertise across our various Talent data sets</p></li><li><p>Synthesize data findings and be able to communicate findings through clear <strong>storytelling and presentations that influence decision-making</strong></p></li><li><p>Create and enhance interactive dashboards and visualizations in <strong>Tableau and Power BI </strong>to provide real-time insights</p></li><li><p><strong>Develop and optimize Alteryx workflows</strong> to deliver scalable talent analytics and workforce insights and automate processes</p></li><li><p>Build and maintain data pipelines using <strong>SQL (Snowflake, SQL Server);</strong> familiarity with <strong>Python and/or R</strong> is a plus</p></li><li><p><strong>Build strong relationships</strong> with team members and key business partners to establish trust and maintain solid working relationships</p></li><li><p><strong>Collaborate cross-functionally with Talent and Business leaders</strong> to gather requirements, translate business needs into analytics solutions, and deliver insights that influence strategic decisions</p></li><li><p>Contribute to the timely turnaround and completion of prioritized ad-hoc data requests and work backlog from our business partners</p></li><li><p>Support data governance practices, including documentation and implementation of best practice data standards including process flows, data quality and data definitions</p></li><li><p>Work across teams to understand business requirements and measurement outcomes and develop quality documentation to inform analytics approach</p></li><li><p>Proactively seek opportunities to provide valuable insights and receive continuous improvement feedback from our business partners</p></li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p><strong>Education &amp; Experience: </strong>bachelor’s or master’s degree with a minimum of 2+ years of experience in data analytics, business intelligence, or related fields</p></li><li><p><strong>Stakeholder Collaboration:</strong> Demonstrates strong consultative and communication skills to engage stakeholders, foster collaboration, and build trusted relationships across diverse teams</p></li><li><p><strong>Analytical Storytelling:</strong> Translates complex data into clear, actionable insights by understanding stakeholder needs and regularly communicating ideas that support strategic decision-making and long-term partnership</p></li><li><p><strong>Alteryx Skills: </strong>Ability to design and optimize workflows for automation and analytics</p></li><li><p><strong>Data Visualization</strong>: Proficient in creating dashboards and visual stories using <strong>Tableau and/or Power BI</strong></p></li><li><p><strong>Database Knowledge</strong>: Understanding of relational database concepts and hands-on experience with platforms such as <strong>Snowflake, Azure, and SQL Server</strong></p></li><li><p><strong>SQL Proficiency:</strong> Proficient knowledge of SQL for building and tuning queries and troubleshooting across Snowflake and legacy SQL Server environments</p></li><li><p><strong>Technical Versatility: </strong>Familiarity with Python and/or R is a plus with a willingness to learn</p></li><li><p><strong>Data Governance</strong>: Understanding of data quality, standards, and stewardship principles</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>Our team plays a critical role in helping our many stakeholders and business partners get visibility into our candidate and associate base to ensure we use data to driven strategic decision-making and create the best possible talent experience we can. We are a motivated, highly collaborative team with a strong desire to succeed and make a meaningful impact through data. We get things done while being focused and passionate about delivering value. We are great teammates to one another with a passion to use technology, data, and analytics to support our organizational priorities.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Manager, Talent Data Analytics and Insights

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Business Analyst Consultant within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. </p><p>The role will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency. You will be working to build and deliver initiatives that support our client and associate experiences.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 5-8 years of experience</li><li>Familiarity with life insurance products, such as annuities, a plus</li><li>Strong execution background with the ability to multi-task and prioritize for efficiency and business need.</li><li>Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.</li><li>Ability to assess end to end process and analyze opportunities for modernization and enhancement. </li><li>Ability to lead initiatives and take accountability for overall program success.</li><li>Effectively translate business needs into technical requirements for developers and designers. </li><li>The ability to break a Jira story down into small components, understand the underlying purpose and be able to test.</li><li>Ability to identify application and system issues, enhancements and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business.</li><li>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met. </li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle. </li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li><li>Proficiency in business acceptance testing, validation exercises, and release management. </li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements. </li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Product Area. Your primary focus will be supporting the scale and modernization efforts of the platform, platform health, growth, application and systems supporting the Fidelity Insurance Agency. In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA and Brokerage partners.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Business Analyst Consultant

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Senior Associate, Retirement &amp; Institutional Custody Product Management is a key member of the product team and will support the development and management of a holistic suite of retirement &amp; institutional custody services intended for intermediary Fidelity clients such as RIAs, BDs, independent record keepers, banks, trust companies &amp; family office firms. The associate will interface directly with clients, vendors and internal stakeholders in sales, relationship management, operations and service to oversee the daily requirements of product management as well as coordinate on net new initiatives. This role will help drive the next iteration of products and services we offer these firms in addition to ensuring the current products and platforms operate to product and client specifications.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>This role will support product management and development across the suite of individual &amp; self-directed brokerage retirement products as well as institutional custody services that focus on recordkeepers. The ideal candidate should have strong knowledge of retirement products, the third party administrator model, wealth management services, operations, trust accounting, regulatory and compliance reporting.</p><ul><li><p>Bachelor’s degree (or its equivalent).</p></li><li><p>5+ years of experience with RIAs, Broker Dealers, independent record keepers, third party administrators, bank and trust company firms as brokerage clients</p></li><li><p>Experience with Defined Contribution and Defined Benefits retirement plans and the many operational nuances they bring to the plan, the record keeper and the advisor.</p></li><li><p>Trust Accounting experience is a Plus</p></li><li><p>Working knowledge and work experience with individual retirement accounts and self-directed brokerage accounts</p></li><li><p>Experience with brokerage technology and a basic understanding of vendor integrations, third party record keeping and trust accounting software and the complex nature of third-party integrations is required.</p></li><li><p>Experience with principal and income accounting, beneficiary disbursements, trustee and investment management fee calculations, administrative and investment reviews, bank regulatory reporting (RC-T, 13G, 13F), income tax returns for trusts.</p></li><li><p>Ability to collaborate with a variety of technology teams to establish clear client-ready outcomes that enable platform adoption.</p></li><li><p>Ability to collaborate with vendors to ensure client demands are met and projects are coordinated across all parties.</p></li><li><p>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment.</p></li><li><p>You are curious, driven, collaborative in nature and an excellent teammate.</p></li><li><p>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period.</p></li><li><p>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>This dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and internal stakeholders spanning Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience . Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Associate, Retirement & Institutional Custody Product Management

<h3>Job Description:</h3><h3><strong>The Team</strong></h3><p>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.</p><p>The Stock Plan Services Product and Platform Domain exists to focus and deliver world class equity plan administration capabilities of behalf of our Stock Plan Clients and digital experiences for their Participants. The domain focuses on four major tenets in operating principles and design decisions:</p><ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul><h3><strong>The Role</strong></h3><p>As the Product Area Leader of <strong><em>Stock Plan Services Employer Experience</em></strong>, you blend broad product and portfolio management expertise with an obsession for helping plan sponsors streamline the administration of their plans and equity awards. You will define and evolve the product vision, strategy, and mission of the SPS employer experience to digitize the plan administration experience. This will require you as a leader to thrive in an environment of leading large complex change and delivering high impact in a matrixed organization reliant on partners across multiple divisions to collaborate. To succeed, you will articulate a strategic product vision and mobilize alignment across teams to align partners on delivery utilizing strong communication and collaboration. You will foster close partnerships with dotted line teams and functional leaders in technology, client service, operations, implementation &amp; sales.</p><p>As a leader, you will articulate a digital strategy and empower agile teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making to encourage them to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. In the agile structure you will nurture teams oriented around capabilities (ex: Plan Setup, Award Management, Event Management, Participant Maintenance et al) and lead forums to help build a highly mission driven team, collaborative culture and strong community to deliver on innovative digital journeys. You are committed to developing your own industry knowledge on product evolution and innovation to inform your product vision and to empower your leaders with that knowledge.</p><p><strong>Scope of Role: </strong></p><ul><li>Sets the SPS Employer Digital Strategy for accelerated delivery of digital experiences with the goal of delivering industry leading innovative experiences simplifying administration of a complex product offerings.</li><li>Define a multi-year strategy to deliver enhanced capabilities while building towards a larger north star product vision</li><li>Works across the enterprise to influence channel within broader Plan Sponsor workstation journeys to ensure the cohesion of the customer journey</li><li>Demonstrates strong digital product experience, communication, influence and decision-making skills on matters of the highest complexity presented by work that carries across varying products and processes from potential combinations of domains/product areas and BU's.</li><li>Develops vision, goals, and direction for Product Area, with responsibility for the complete cycle of product development and implementation. This large-scale process may carry significant risk and may be managed across multiple Product Areas/Domains/Business units.</li><li>Responsible for ensuring the completion of work by empowering Squads to plan, coordinate and execute. Oversees significant budget and number of resources. Develops the requirements for high quality standards and practice.</li><li>Sets and leads timelines, expectations, and the strategic decisions for a product area with influence on a broader set of product areas, including solution development based on expertise and experience.</li><li>Proactively partners across domains, product areas, centers of excellence, and chapter leaders to influence strategic decisions related to their area of expertise. May lead a new offering tied directly to driving scale and efficiency in our service experience.</li><li>Serves as the thought leader for the Product area; motivates, attracts, and retains talent at more senior levels.</li><li>Strong partnerships and collaboration with other Product Area, Chapter Area, Chapter and Squad Leaders. Role model for Fidelity agile leadership behaviors and forms agile culture.</li><li>Supports, mentors, develops, and enables Squad Leaders and all senior leadership to deliver increased value to the product areas and domains they support.</li><li>Partners with chapter area and chapter leaders to ensure optimization of chapter member talent while defining and building learning opportunities connected to the strategic direction of the domains and product areas.</li><li>Leads thought leadership and has significant mentorship capabilities.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>15+ years of functional experience in product management, technology and/or business, with high level agile, analytical, and coaching skills</li><li>Holds or working towards Certified Equity Professional (CEP) and Series 7, 24 licenses</li><li>You have demonstrated senior level SPS product experience defining strategic roadmaps and leading the strategic vision and development of solutions and offerings aligned with business goals</li><li>Deep cross-platform product development experience with proven track record of delivering results and impact</li><li>You are a committed leader who serves and an inspirational people leader, capable of setting strategic direction and encouraging others to deliver results and impact to achieve that strategy</li><li>You have strong communication, collaboration, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization and with external customers and partners</li><li>You have a continuous improvement approach and encourage and enable an agile way of working</li><li>You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses</li><li>You have or are committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</li><li>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion</li><li>Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</li></ul><p><em>Note: Fidelity is not providing immigration sponsorship for this position</em>.</p>The base salary range for this position is $130,000-264,000 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>Series 07 - FINRA, Series 24 - FINRA<h3>Category:</h3>Product Management

Product Area Leader, VP Stock Plan Services Employer Experience

<h3>Job Description:</h3><h3><strong>The Role </strong></h3><p>Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We’re looking for a dynamic, motivated Director, NQDC Growth Strategy to join our team! You will work across product, marketing, consulting, and sales to develop and implement strategies to achieve growth objectives for our industry leading NQDC Product. You will need to deliver measurable growth results by keeping up with market trends, conducting or sponsoring new analysis, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you! </p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>10+ years of related financial services experience, preferably in product management, product marketing, and/or project management </li><li>5+ years of experience supporting NQDC administration or NQDC product management </li><li>Experience leading or supporting the growth of a new product, brand, or business in B2B and/or B2C environments </li><li>History of solving for ambiguity and 'crafting from scratch' </li><li>History of developing opportunities in white space as an analytical problem solver who can connect the dots to fuel growth </li><li>History of evangelizing narratives and driving projects forward through rallying teammates to action </li><li>Bachelor’s degree or equivalent experience preferred </li><li>Experience supporting the enablement of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization </li><li>You have a continuous improvement approach, are willing to challenge the status quo and push for new thinking, and enable an agile way of working </li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with partners and customers and internally, across Fidelity and at all levels of the firm </li><li>You’re capable of leading, influencing, and motivating colleagues without formal authority </li><li>You’re energized by working collaboratively to deliver agreed-upon business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress </li><li>Ability to develop and implement growth strategies that deliver measurable results. You know how to adjust these strategies as the products and markets evolve </li></ul><h3><strong>The Value You Deliver</strong> </h3><ul><li>Partner with the Product Area Leader to execute on the go-to-market strategy by managing facets of business health, including but not limited to: </li><li>NQDC pipeline management – establish and reinforce best practices </li><li>Working closely with Sales and Workplace Consulting to target proactive business development opportunities </li><li>Competitive intelligence and benchmarking initiatives </li><li>Working closely with our partners in Marketing to advance a robust B2B marketing plan, including a full inventory and prioritization of new or revised materials </li><li>Establishing NQDC educational content partnerships for internal and external consumption </li><li>Creating and maintaining NQDC capabilities and segmentation guides </li><li>Propose strategies to expand and enhance the company's ecosystem, including identifying emerging trends, aligning ecosystem initiatives with company goals, and promoting best practices. </li></ul><h3><strong>The Team </strong></h3><p>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. </p><p>The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants.</p><p>The domain focuses on four major tenets in operating principles and design decisions: </p><ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience. </li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets </li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs. </li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people. </li></ul><p>Workplace Investing’s NQDC offering provides companies with outstanding administration for their nonqualified plans. NQDC Product Development supports the business and technology work streams that deliver against approved initiatives including new experiences for participants and plan sponsors and improvements to existing experiences. </p><p>Note: Fidelity is not providing immigration sponsorship for this position </p>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, NQDC Growth Strategy

<h3>Job Description:</h3><p><strong>Team Lead, Advisor Experience</strong></p><p>Are you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? The Team Lead of the Advisor Experience team is responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Team Lead assists in leadership responsibilities of the team and day to day management responsibilities as well as optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come. Still interested? Read on.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><ul><li><strong>The work shift for this role is 9:00 AM – 5:30 PM CST, Monday – Friday. (<em>Flexible start and end times during training period as needed by team are requested</em>)</strong></li></ul><p><strong>The Role</strong></p><p>The Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). A member of our team optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree is required and a Master’s degree is preferred</li><li>Your proficient verbal and written communication skills required</li><li>Minimum 3 years of customer service experience; In a contact center environment is strongly preferred.</li><li>1 year of direct leadership experience preferred.</li><li>Proven track record of metrics management.</li><li>2 - 3 years Customer Service, Service Operations or UHNW background strongly preferred</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You can collaborate in a team environment</li><li>You can navigate customer concern remediation</li><li>You can proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season).</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li><li>Prepare team for upcoming service changes / initiatives (org readiness)</li><li>Review calls/emails for journals and wires over $1M for accuracy</li><li>Analyze caller surveys to identify and coach on poor surveys</li><li>Review team metrics daily</li><li>Facilitate Monthly scheduled coaching sessions with team members</li><li>Assist in maintaining call flows</li><li>·Providing outstanding customer service via phones and email communication</li></ul><h3><strong>How Your Work Impacts the Organization</strong></h3><p>The Fidelity Charitable Gift Fund ('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.</p><p><strong>Company Overview </strong></p><p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p><p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p><p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><h3>Certifications:</h3><h3>Category:</h3>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>

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