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<h4>Description</h4><h4>Change Manager, Lifetime Financial Help Strategy, Fidelity Investments - Boston, MA - Merrimack, NH or Jersey City, NJ</h4><h4>Job Description</h4><h4>You blend critical thinking with a drive for delivering strong and actionable results, while being passionate about bringing value to our plan sponsors, participants, and Fidelity. As a member of the Lifetime Financial help Look Ahead Team, you will collaborate with your team and business partners across the product area and Workplace to identify and prioritize strategic opportunities to innovate to better meet customer needs. You will synthesize key trends, the market landscape, internal capabilities, and partner input to articulate opportunities while influencing strategic decisions and roadmaps. You will be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role, and support your teammates do the same.</h4><h4>The Team</h4><h4>As part of the Lifetime Financial Help Product Area, the Look Ahead Team is responsible for guiding the longer-term product area strategy as well as leading planning and governance processes. We place a strong emphasis on outside-in thinking by interpreting market signals and understanding client and customer needs, while also ideating and incubating new opportunities. We also play point with Workplace Strategy &amp; Planning to lead the LFH portfolio multi-year planning processes and executive insights.</h4><h4>The Value You Deliver </h4><ul><li>Conduct market, customer, and competitive research to bring an outside-in perspective to help identify value to customer and inform opportunities </li><li>Use outside-in insights to develop hypotheses and inform learning agendas </li><li>Collaborate within and across product areas and teams to develop growth opportunities that meet client and customer needs </li><li>Work with Product Area and Group Squad leadership to facilitate development and prioritization of opportunities by building compelling and data-driven business cases, product roadmaps, leading to appropriate resourcing and outcomes </li><li>Build credibility and trust with a diverse set of leaders in and out of the product area to influence and align around shared goals and visions </li><li>Incubate early stage concepts to test and refine market potential </li><li>Develop executive level communications to provide insight into strategic efforts </li></ul><h4>The Expertise You Have </h4><ul><li>Bachelor’s or equivalent with 10+ years of experience, Master’s preferred </li><li>Experience in management consulting and/or product strategy is strongly preferred </li><li>Financial services experience preferred, but not required </li></ul><h4>The Skills You Bring </h4><ul><li>Critical thinking and ability to analyze and synthesize a variety of inputs to drive to a recommendation </li><li>Data-driven approach to frame market opportunities and inform key strategic questions </li><li>Strong cross-functional leadership and skills to navigate a demanding environment and influence partners with a wide range of priorities and perspectives </li><li>Comfortable with a fast-paced environment and responding to urgent requests that may arise </li><li>Excellent consultative, listening, communication, and analytical skills </li><li>Strong team collaboration with the ability to navigate differences in opinion with grace and incorporate constructive feedback as data for the next iteration </li></ul> At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity TalentSource

Management Consultant, Lifetime Financial Help Strategy

<h3>Job Description:</h3><h3>The Role</h3>As a Squad Lead within the Regulatory Reporting Product team, you will be responsible for building and maintaining the suite of applications that support required trade and customer account reporting for the firm and meet the strict requirements of our regulators. The team is part of the broader Regulatory Reporting group within Fidelity Capital Markets and partners closely with internal stakeholders to deliver innovative, end to end technical/data solutions that comply with the ever-evolving external regulatory landscape.In this role, you will be collaborating with business and other brokerage technology teams to report across multiple assets classes with very high levels of regulatory scrutiny. It is important that the right candidate be passionate about hands-on development and delivery, which requires a combination of both good technical skills, and participation in the design process.<h3>The Expertise &amp; Skills You Bring</h3><ul><li>Solid understanding of systems / platform dependencies, problem solving and aptitude for learning new technology.</li><li>Familiarity with Agile project life cycle methodologies (business requirements, use cases, JIRA stories, user acceptance testing, quality release delivery)</li><li>Realization that decisions can have a significant impact on firm reporting compliance and associated risks.</li><li>Experience working in a cross-collaborative team structure, as well as working in a large enterprise. Also, employing strong prioritization skills to manage roadmaps that include hard deadlines.</li><li>Previous experience managing products or platform that support operational workflows and/or data streamlining. Also, experience with trade and/or customer account data, or regulatory trade reporting (TRACE, MSRB, ACT, EBS, CAT/, Rule 605/606) considered a plus, but not required.</li><li>FINRA Brokerage license Series 7 required within 6 months (Series 24 possible)</li><li>Provide a broad range of regulatory reporting application support to the broader regulatory reporting group and various internal stakeholders.</li><li>Define, support and perform user acceptance, unit level, and integration testing.</li><li>Manage and track products against predetermined goals.</li><li>Collaborate with operations, data and external support teams to identify specific use cases relating to application gaps and required enhancements and to prioritize work based on level of criticality. Additionally, understand how each application relates to the broader suite of regulatory reporting applications and tools.</li><li>Liaise with other product teams within the enterprise where there are system dependencies that impact the regulatory reporting roadmap and required work to uphold reporting requirements.</li><li>Act as a key change agent by identifying and actioning opportunities for system automation and increased efficiency via streamlined data and system workflows.</li></ul><h3>The Team</h3>This dynamic team is part of Fidelity’s Capital Markets group. Fidelity, through its broker dealers, is required to send significant amounts of detailed trading and customer account and identification data to various governmental and industry regulators such as FINRA, FINRA CAT, the SEC and MSRB. The Regulatory Reporting group, across several functions, is responsible for performing these duties on behalf of the broader firm. The group ensures this can be done by working closely with business partners such as Trading, Technology, Customer Support teams and Compliance/Legal. The group plays a critical role by ensuring the firm meets stated requirements set by industry regulators and therefore not subject to disciplinary action or fines.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Fidelity Investments

Director, Product Management

Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: PediatricsAll Locations: 10 Gove Street – Taylor BuildingPosition Summary: As a customer service expert, you are a liaison for all patients seeking services at NeighborHealth. As a member of the Patient Access Team you will be expected to interact in a professional, friendly and welcoming manner while capturing accurate information in order to provide a superior customer experience. The Patient Access Coordinator will be expected to book, cancel, reschedule, and check out appointments and answer phones according to the Registration department guidelines.Essential Duties and Responsibilities:<ul><li>Check-out appointments and create follow up visits or recalls.</li><li>Book, cancel and/or reschedule appointments as needed for patients walking in.</li><li>Answer Phones.</li><li>Document clear and concise telephone encounters or RX refill request and route appropriately.</li><li>Navigate and document in the Electronic Medical Record (Epic), to access relevant and appropriate information.</li></ul>Qualifications and Requirements:<ul><li>HS Diploma/GED.</li><li>Minimum of 1 year customer service and/or administrative experience.</li><li>Excellent written and verbal communication, judgement and problem solving skills.</li><li>Bilingual fluency Spanish/English required.</li><li>Knowledge of medical terminology and experience working with electronic medical record technology a plus.</li><li>Proficient in Microsoft Office Suite.</li></ul>Benefits:<ul><li>Medical, dental, and vision coverage.</li><li>Life and disability insurance.</li><li>401(k) retirement plan.</li><li>Tuition reimbursement.</li><li>Flexible spending and transportation accounts.</li><li>Paid holidays, vacations, sick, and personal time.</li><li>Generous staff development benefit.</li><li>Excellent malpractice coverage.</li><li>Pet insurance.</li><li>And much more.</li></ul>Pay Range:19.55 up to 29.33 based on experienceEEO &amp; Accommodation Statement:NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your requestFederal Trade Commission Statement: According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.E-Verify Program Participation Statement:NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.

Coordinator, Patient Access

Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Part timeDepartment: RegistrationAll Locations: 10 Gove Street – Taylor BuildingPosition Summary: NeighborHealth is hiring a Patient Access Coordinator! Schedule: Saturday &amp; Sunday 4pm-12am in the Emergency Department As a customer service expert, you are a liaison for all patients seeking services at NeighborHealth. As a member of the Patient Access Team, you will be expected to interact in a professional, friendly and welcoming manner while capturing accurate information in order to provide a superior customer experience. The Patient Access Coordinator will be expected to register and arrive patients in the Epic system, and answer phones according to the Registration department guidelines.Duties and Responsibilities: <ul><li>Acts as a mentor to new and existing registration staff.&nbsp;</li><li>Works with supervisor to orient and train new staff to department policies, procedures and workflow.</li><li>Schedules appointments for all patients as requested by the patient or provider.</li><li>Sets up the recalls for returning patients as instructed by the provider</li><li>Answers the telephone in a polite and courteous manner. Identifies the department and introduces self.</li><li>Works closely and professionally with the clinical team to assist patients who walk-in with symptoms. Obtains all relevant information to properly forward to the clinical team</li><li>Manages all incoming and outgoing in basket messages</li><li>Creates Telephone encounters for patients with non-urgent concerns in need of a call from someone in the clinical team</li><li>Scrubs schedule for all outstanding arrived appointments and complete them through the checkout process.</li><li>Utilizes Dental/Optical software according to the department</li><li>Verify insurance in advance and same day.</li></ul>Skills/Abilities <ul><li>Demonstrate excellent communication skills and ability to interact professionally with individuals at all levels.</li><li>Proficiency with technology using Windows, Epic, Workday, RTE, MassHealth portal</li><li>Demonstrate flexibility while being able to multi task and in a fast-paced environment.</li></ul>Experience <ul><li>At least two years of experience working in health care and/or with MassHealth insurances with a focus on creating an excellent patient experience.</li></ul>Education <ul><li>High School Diploma or G.E.D. required</li><li>Bilingual skills required (spanish/english)</li><li>Maintain annual CAC certification</li></ul>Benefits<ul><li>Medical, dental, and vision coverage.</li><li>Life and disability insurance.</li><li>401(k) retirement plan.</li><li>Tuition reimbursement.</li><li>Flexible spending and transportation accounts.</li><li>Paid holidays, vacations, sick, and personal time.</li><li>Generous staff development benefit.</li><li>Excellent malpractice coverage.</li><li>Pet insurance.</li><li>And much more.</li></ul>Pay Range$19.55 up to $29.33 based on experience NeighborHealth opens our doors to people from all demographics and cultures. Our workforce is as diverse as the city we call home - in gender, race, ethnicity, sexual orientation, disability, religion, and age, as well as in cultural backgrounds, life experiences, thoughts, and ideas.EEO &amp; Accommodation Statement:NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your requestFederal Trade Commission Statement: According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.E-Verify Program Participation Statement:NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.

Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Part timeDepartment: RegistrationAll Locations: 10 Gove Street – Taylor BuildingPosition Summary: As a customer service expert, you are a liaison for all patients seeking services at NeighborHealth. As a member of the Patient Access Team you will be expected to interact in a professional, friendly and welcoming manner while capturing accurate information in order to provide a superior customer experience. The Patient Access Coordinator will be expected to book, cancel, reschedule, and check out appointments and answer phones according to the Registration department guidelines. Hours: Saturday &amp; Sunday 7am-4pmEssential Duties and Responsibilities:<ul><li>Check-out appointments and create follow up visits or recalls.</li><li>Book, cancel and/or reschedule appointments as needed for patients walking in.</li><li>Answer Phones.</li><li>Document clear and concise telephone encounters or RX refill request and route appropriately.</li><li>Navigate and document in the Electronic Medical Record (Epic), to access relevant and appropriate information.</li></ul>Qualifications and Requirements:<ul><li>HS Diploma/GED.</li><li>Minimum of 1 year customer service and/or administrative experience.</li><li>Excellent written and verbal communication, judgement and problem solving skills.</li><li>Bilingual fluency Spanish/English required.</li><li>Knowledge of medical terminology and experience working with electronic medical record technology a plus.</li><li>Proficient in Microsoft Office Suite.</li></ul>Pay Range$19.55 up to $29.33 based on experienceEEO &amp; Accommodation Statement:NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your requestFederal Trade Commission Statement: According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.E-Verify Program Participation Statement:NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.

<h3>Job Description:</h3>Job Description: At Fidelity’s Artificial Intelligence Center of Excellence (COE), you won’t be just tinkering around the edges, you’ll be building critical solutions that will benefit our clients for years to come. We work closely with business stakeholders, collect requirements and deliver high value AI/ML solutions that drive customer and business value. Those of us who love to work with data see this as the pinnacle of opportunities that you cannot find anywhere else in the industry. The AI COE is seeking a Senior Data Scientist with experience in Conversational AI, Generative Large Language Models, Natural Language Processing, Machine learning, various deep learning related technologies, predictive and prescriptive analytics. The Expertise You Have <ul><li>PhD in Computer Science with extensive research papers on Natural Language Processing, OR Master’s Degree in Computer Science, Statistics, Data Science or similar technical discipline with at least 3 years relevant professional experience </li></ul><ul><li>Deep understanding of Machine Learning, Deep Learning algorithms, and Large Language Models both in terms of application and training ground up. </li></ul><ul><li>Understanding of fundamental NLP and machine learning algorithms – classification, summarization, semantic parsing, question answering </li></ul><ul><li>Familiarity with running machine learning models from HuggingFace and other popular libraries. Understanding different LLMs and their pros and cns. </li></ul><ul><li>Familiarity with the application and training of open-source generative large language models – e.g., prompt engineering, prompt-tuning, instruction fine-tuning </li></ul><ul><li>Knowledge of most of the following quantitative fields: Natural Language Processing, Information Retrieval, Machine Comprehension, Question Answering/Conversational AI, Reinforcement Learning, Knowledge Graph, Causal Inference, and Design of Experiment </li></ul><ul><li>Statistical and data science programming skills, such as Python and R </li></ul>The Skills You Bring <ul><li>Experience in Big Data, search, NLP, Large Language models (LLM), and familiarity with training, fine-tuning, adapting LLMs. </li></ul><ul><li>Knowledge of Deep Learning and related tools such as TensorFlow, PyTorch and packages such as Huggingface Transformers. </li></ul><ul><li>Experience deploying NLP solutions in a commercial environment </li></ul>The Value You Deliver <ul><li>Manage and guide data science and data engineering elements of AI projects </li></ul><ul><li>Set a strategic direction for data identification, collection and qualification activities </li></ul><ul><li>Lead data analysis for multiple projects with diverse scope and complex business and technical challenges across several business units and functions </li></ul><ul><li>Implement new technologies in a production environment with product, IT, and data engineering teams </li></ul><ul><li>Present reports and findings to senior level technical and non-technical audiences </li></ul>Certifications: <h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Data Scientist

Great opportunity exists for a Residential Rehabilitation Coordinator in our Mental Health Residential Program in&nbsp;Quincy.&nbsp; In this program, adults with mental illness share a home in the community.&nbsp; Our residential staff supports them to reach their goals by teaching them daily living skills to move them toward independence, assist in management of their psychiatric symptoms, ensure their physical health, and improve their quality of life!Join our&nbsp;dedicated team&nbsp;and play an essential role in enabling&nbsp;adults with mental illness&nbsp;to live as actively and independently as possible!!Responsibilities:<ul><li>Advocate for client caseload</li><li>Develop, implement, and monitor treatment plans</li><li>Oversee medication management</li><li>Fiscal management of funds</li><li>Primary liaison for service providers, family, and guardians</li><li>Use of an electronic health record system for client notes</li></ul>&nbsp;&nbsp;We offer a competitive salary and a great benefit package!<ul><li>Tuition remission program - 100% tuition for undergraduate coursework in a&nbsp;Massachusetts State College or University</li><li>Health/dental insurance</li><li>Generous paid time off</li><li>Various opportunities for career advancement</li><li>Commitment to provide quality training to our staff</li><li>Group discounts on cell phones, movie tickets and various club memberships</li><li>Company contributions to retirement plan</li><li>Company paid life insurance</li><li>Opportunities to attend in-service trainings and more…</li></ul> <h4>Required Skills</h4><ul><li>Excellent communication and writing skills</li><li>Time management and ability to organize multiple priorities</li><li>Ability to remain calm and de-escalate stressful situations</li><li>Good judgment and ability to problem solve</li><li>Dependability and flexibility</li><li>Ability to promote a teamwork environment and serve as a role model to other staff</li><li>Ability to form therapeutic relationships with challenging clients</li><li>Computer proficiency and ability to learn to use an electronic health record system</li><li>Must have a valid driver’s license, safe driving record, and access to a personal vehicle</li></ul> <h4>Required Experience</h4><ul><li>Minimum of one year Human Services experience and working knowledge of community based treatment, funding sources, and treatment regulations</li><li>BA/BS in Psychology or related field preferred</li><li>CPR/FA and MAP certifications will be required</li></ul>Aspire Health Alliance is committed to and passionate about diversity, equity, and inclusion. &nbsp;We celebrate, support and promote diversity of thought, culture, and backgrounds.&nbsp; As an employer committed to equal opportunity, we base all employment decisions on each individual’s capabilities and qualifications, without regard to race, color, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, age, physical or mental disability, veteran status, genetics, or any other protected characteristic.&nbsp; Aspire Health Alliance strives to fully reflect the clients and communities we serve and believes that a diversity of interests and cultures leads to a stronger and more innovative organization.

Aspire Health Alliance

Residential Coordinator, $22.00, Brockton, Sun-Thurs, Noon-8P

<h3>Job Description:</h3><h3>Job Title: Director, Annuity and Life Insurance Product Development and Management</h3><h3>The Role</h3>Based in Boston, the Director of Annuity and Life Insurance Product Development and Management is a key member of the Fidelity Investment Life Insurance (FILI) team's growing product team that supports the development and management of annuity and life insurance products to provide value to Fidelity customers. This role will help drive FILI’s product development, including designing, developing, launching and managing annuity and life insurance products in collaboration with large and diverse cross-functional teams and external partners / vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuity, and life insurance products. Specific responsibilities include:Develop and Launch New Products:<ul><li>Participate in new product launches on the FILI product roadmap by partnering with cross-functional teams including but not limited to distribution, actuarial, legal, compliance, operations, technology, risk, finance</li><li>Develop detailed product specifications and applications in collaboration with product actuaries, compliance, technology and cross-functional teams</li><li>Partner with distribution to ensure alignment of product value proposition, methodology development, and planning / tools integration</li><li>Collaborate with distribution to create training and marketing materials for new products</li><li>Conduct product trainings to customer facing advisors, if needed</li><li>Participate in the development of innovative product offerings for FILI’s product roadmap by contributing annuity product expertise, customer prospectives, and industry market insights</li></ul>Manage Existing Products:<ul><li>Responsible for on-going annuity pricing rate submission in various systems, in collaboration with FILI actuarial team and reinsurance partners</li><li>Maintain and publish rate and sales tracking reports</li><li>Responsible for quarterly reporting on variable products</li><li>Partner with Operations, Actuarial, Compliance etc. on maintenance of annuity forms</li><li>Manage relationship with external vendors on tool access &amp; updates, contract approval and processing</li><li>Review contracts, riders, and prospectus language for consistency with product specifications</li><li>Review and maintain product training materials</li><li>Partner with cross functional groups on new fund additions to variable annuities, if any</li><li>Support our continued product enhancements to our Digital offerings</li></ul>Provide Product Expertise:<ul><li>Act as a Subject Matter Expert on Fidelity insurance-related initiatives</li><li>Contribute to market intelligence by assessing industry landscape, trends, and customer needs</li><li>Collaborate with diverse teams across Fidelity to support a variety of insurance related projects</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required</li><li>8+ years of proven Annuity and Insurance experience, including developing, launching and managing annuity products</li><li>Deep product expertise in the annuities space</li><li>Strong communication skills, including the ability to communicate complex and technical concepts to stakeholders across different levels</li><li>Strong project management skills with experience influencing cross functional groups without authority</li><li>Ability to manage multiple competing priorities</li><li>Strong critical thinking and decision-making leveraging data driven insights</li><li>Knowledge of financial services products, and the role of annuities in retirement planning</li><li>Self-starter - able to assess what work needs to be completed and how to get it done</li><li>Ability to build and maintain positive relationships as you work collaboratively across teams</li><li>Expert in Microsoft Excel and strong user of other Microsoft products</li><li>Experience with Life insurance and group annuity is a plus</li><li>This role does not currently require FINRA registrations/licenses, however if a candidate already has FINRA registrations/licenses some may be maintained as 'permitted' in accordance with the Fidelity Licensing and Registration Policy </li></ul>The TeamOutstanding opportunity to join a newly formed team at FILI. The growing FILI Product Team is a dynamic group that supports the development and management of new annuity and life insurance products to provide value to Fidelity customers. FILI provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Annuity and Life Insurance Product Development and Management

<h3>Job Description:</h3>Fidelity’s Workplace Investing (WI) business units help employers offer successful benefit programs to improve their employees’ overall well-being. WI offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, outstanding service, and an engaging employee experience. WI is the market leader with ~30% market share serving 26K employer clients &amp; 34M employees and administrating $3.0T in assets.The NQDC &amp; New Market Offering Domain exists to focus and deliver upon the needs of our Stock Plan Services and NQDC Clients and their Participants across NQDC as well newer markets we serve such as the Private Market as well the Global market. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ 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> As the NQDC &amp; New Market Offering Portfolio Delivery Lead, you will own the successful delivery of the NQDC &amp; New Market Offering portfolio in partnership with the delivery teams and business partners. The NQDC &amp; New Market domain is a combination of product lines within the Fidelity Stock Plan Services business, some of which are matrixed across the broader Workplace Investing business unit. This will require you as a leader to thrive in an environment of leading large complex programs in a matrixed organization with a commitment to delivering high impact. To succeed, you will blend broad product and delivery expertise with an obsession for delivering business partner and/or customer value. You will help set the Domain vision, strategy and roadmap for the portfolio priorities and drive planning and alignment across the Product Areas and respective partners. You will own oversight of project engagements across the domain and provide strategic inputs into organizational alignment and initiative definition associated with the work to ensure successful delivery. You will ensure continued alignment and prioritization in the work being delivered across Product Areas throughout the quarter and aligned to the 5-year plan and own key portfolio views and routines. As a leader, you will empower these teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making while also playing a supportive role in identifying structural questions that hinder success. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. You will focus on looking at “what’s next” and formulating a strategic point of view as we develop our multi-year roadmap, while also assisting with the intake of new initiative requests and driving the most important initiatives with execution discipline. You will also lead a small team of Program/Initiative Leaders executing across the three product lines. In an agile structure, you will partner with and enable a group of Product Areas, Chapter Leaders, and COEs around strategic goals, business partner or customer experiences, products or product sets, or platforms.The Expertise You Have <ul><li>Bachelor’s Degree required; MBA preferred</li><li>15+ years of work experience</li><li>Agile Leadership Experience</li><li>Proven track record executing complex programs across multiple, cross-functional teams across various products, customer segments, and technology platforms</li><li>Experience engaging with executive and senior (C-suite) internal and external customers and partners</li><li>Fluency partnering with technology on program execution and defining and leading sophisticated products and programs within the domain and across the business</li><li>Financial services experience, with brokerage experience a plus</li></ul>The Skills You Bring <ul><li>Experienced and inspirational people leader, skilled at setting objectives and critical success metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results.</li><li>Evaluate and respond to capacity needs and ensure access to and the best utilization of resources through alignment of ongoing prioritization, structure of forums and planning routines that enable our portfolio discipline.</li><li>Innovative, forward-thinker who quickly understands the context, comfortable challenging the status quo and making tough decisions.</li><li>Dynamic and inspiring Agile leader with a proven record of developing a strong culture and focusing on the development of a tenured team of professionals.</li><li>Proactively collaborating with and influencing the SPSNQ Leadership Team, other Domain, Product Area and Chapter Area leaders, WI Strategy &amp; Planning, COE, and Team leaders to understand and align to the needs of customers and business partners.</li><li>Contribute strategic updates for high-priority deliverables, such as executive presentations, regulatory updates, and client communications.</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>Executive level experience leading the development of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization</li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the firm</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>You have strong resource and financial management competence and successfully establish and maintain alignment with budget commitments.</li></ul>The Value You Deliver <ul><li>Advancing and enabling a portfolio oversight and integration organization by having a deep SME of the NQDC &amp; New Market Offering product lines and strong execution experience to support teams in oversight of our portfolio against goals.</li><li>Proactively partnering with the SPSNQ Leadership Team, other Domain, Product Area, Chapter Area, COE, and Team leaders to:<ul><li>Understand the needs of customers and business partners</li><li>Establish objectives and critical metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results</li><li>Evaluate capacity needs and ensure access to and the best utilization of resources through alignment of ongoing prioritization, evolution of the domain mission and customer sentiment and feedback</li><li>Remove impediments to delivering on strategic priorities and value</li><li>Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities</li><li>Sharing relevant insights, knowledge, and developments across the Domain</li></ul></li><li>Encouraging continuous learning and development, a growth attitude and increased skill proficiency</li><li>Leading innovative growth strategies as part of Fidelity’s highest critical initiatives (e.g., Fidelity Neighborhoods), and attracting new customers, growing revenue, driving efficiency, and enhancing technology platforms</li><li>Working with chapter and product area leaders to develop technology roadmaps, to drive consistency in use of platforms and APIs to minimize duplication and manage IT costs</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

65 Project Management / Professional Services Jobs in Norwood, MA, USA