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<h3>Job Description:</h3><p>Corporate Risk is seeking a hard-working and driven professional to join the team! You will support businesses across Fidelity in strengthening control environment across different products and programs. S Data Analytics Senior Manager you will apply your analytics and automation skills while learning about data sources from across Fidelity’s varied businesses and technologies. You will work closely with business partners to deliver new insights, develop automated workflows, and improve their decision-making capabilities.</p><p>Corporate Risk supports in identifying, monitoring and mitigating risks associated with Fidelity’s businesses both traditional and growing capabilities. This position is accountable for developing and maintaining automation and analytics solutions which provide insight into risk. You will participate in all phases of a data analytics project lifecycle – from framing the business question/hypothesis, identifying the appropriate data sources, sourcing the relevant data, performing sophisticated analytics, and reporting on the results. You will use data to answer ad-hoc questions and develop data-centric solutions that will be deployed to users throughout the firm.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>7+ years of demonstrated experience in data and analytics</p></li><li><p>Bachelor’s degree in a quantitative field like Engineering, Mathematics. Master’s degree a plus</p></li><li><p>Analytic expertise working with structured and unstructured data to identify key insight</p></li><li><p>Experience performing data exploration, building business intelligence reports and developing visualizations (using OBIEE, Power BI, or Tableau)</p></li><li><p>Experience building and deploying ETL jobs (Alteryx, Informatica, etc.)</p></li><li><p>You are skilled at defining use cases and have shown analytical &amp; problem-solving skills with ability to address unusual and sophisticated problems</p></li><li><p>Inherently good attention to detail, collaborative, and ability to multi-task and adapt quickly in a fast-paced environment</p></li><li><p>Track record of delivering practical insights using data and communicating insights in a simple, clear, and actionable way</p></li><li><p>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</p></li><li><p>Knowledge of the financial services industry particularly regulatory requirements</p></li><li><p>Exemplify passion for your work, operating with a sense of purpose that encourages and motivates the entire team</p></li><li><p>Critical thinking and intellectual curiosity with desire to continuously learn new skills</p></li><li><p>Experience in an Audit, Risk, Compliance or Security function.</p></li><li><p>Knowledge of various risk and compliance programs, risk management practices and frameworks are added advantage</p></li><li><p>Understanding of GRC systems such as Archer</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</p></li><li><p>Delivering data-driven and useful insights to enable objective &amp; informed decisions</p></li><li><p>Developing new solutions and tools that risk professionals will use to identify risk across the firm</p></li><li><p>Working across Corporate risk team to support risk assessments, reporting and other opportunities where data analytics, automation, or machine learning can reduce manual processing and drive scale and efficiency</p></li><li><p>Leverage GenAI (where applicable)</p></li><li><p>Coach team members to improve their performance, knowledge, and expertise</p></li><li><p>You are committed to build multi-functional partnerships and achieve the best results for Fidelity and for our customers.</p></li><li><p>Establishing positive relationships across multiple businesses within Fidelity</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Data Analytics and Automation Lead

<h3>Job Description:</h3><p>The Senior Manager, International Privacy, will provide both proactive and reactive support to the firm on all aspects of privacy readiness and compliance. Lead and partner with key stakeholders to champion privacy best practices and ensure global privacy law and regulatory compliance, with a strong focus on the GDPR, for a highly regulated business. As the firm’s Data Protection Representative in Ireland, you'll play a pivotal role in supporting enterprise objectives and driving business growth by: </p><ul><li><strong>Conducting Data Protection Impact Assessments (DPIAs)</strong> to safeguard data and ensure compliance. </li><li><strong>Maintaining Records of Processing Activities (ROPAs)</strong> for international locations, promoting transparency and accountability. </li><li><strong>Managing EU Data Subject requests</strong> with precision and care, protecting individual rights. </li><li><strong>Leveraging your expertise </strong>to advise the business and regional leaders regarding privacy laws/matters and to assist with responses to regulatory inquiries. </li><li><strong>Creating and maintaining privacy policies</strong> that reflect our commitment to privacy and data protection. </li><li><strong>Developing global privacy training materials</strong> and communications to empower employees with knowledge and awareness of privacy issues. </li><li><strong>Developing KPIs/metrics</strong> and driving reporting processes to measure and enhance our privacy performance. </li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><strong>At least 5-7 years of experience</strong> in data privacy compliance, specializing in privacy program management, privacy frameworks (e.g., Nymity), and global data privacy requirements, with a strong emphasis on European Union (EU) regulations. Knowledge of the EU AI Act a plus. </li><li><strong>Bachelor’s degree</strong> in Law, Information Security, or a related field, or equivalent experience. Advanced degrees or certifications in data privacy (e.g., CIPP/E, CIPM) are highly desirable. </li><li><strong>Proven program and project management expertise</strong>, demonstrated through successful oversight of privacy compliance initiatives across diverse business units and locations. </li><li><strong>Dedicated lifelong learner</strong>, committed to expanding skillsets by actively monitoring advancements in privacy regulations and technologies, and understanding their implications for the firm. </li><li><strong>Collaborative partner and advisor</strong>, capable of engaging in constructive dialogue with integrity and strength of character, providing sound advice, expressing opinions and respectfully challenging differing viewpoints. </li></ul><p><strong>The Team</strong> </p><p> We are committed to driving innovative privacy strategies, education, and compliance initiatives that enable business growth and protect Fidelity, our customers, and associates. We promote the responsible handling of personal information to cultivate trust and foster a culture of accountability, transparency, and partnership. </p><h3>Category:</h3>Compliance

Senior Manager, International Privacy

<h3>Job Description:</h3><h3>The Role</h3><p>As a member of the Fidelity Digital Assets (FDA) Compliance team, you will serve as an informed and trusted business partner, promoting a culture of ethical conduct and commitment to compliance. You will also collaborate with many teams across the Fidelity organization, such as Personal Investing, Fidelity Institutional, Workplace Investing, and Government Relations.</p><p>In this role, you will work closely with our regulatory team to support ongoing compliance with regulatory and licensing requirements. In addition, you will serve as a compliance resource for several cross-enterprise teams. You will also play a critical role in developing and tracking effective policies, procedures, and controls.</p><h3>You will be responsible for:</h3><ul><li><p>Preparing, reviewing, and submitting ongoing regulatory filings</p></li><li><p>Managing examinations and inquiry responses, including coordinating with business partners to ensure timely delivery, task tracking, preparing and formalizing responses</p></li><li><p>Maintaining program documentation and drafting, reviewing, and maintaining operating procedures</p></li><li><p>Fulfilling mandated recordkeeping requirements</p></li><li><p>Performing proactive reviews of program controls supporting regulatory compliance</p></li><li><p>Preparing accurate reporting and visually appealing, professional, and effective presentations</p></li><li><p>Collaborating to identify new uses of technology to support the team</p></li><li><p>Supporting ongoing regulator relationship management</p></li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>Bachelor’s degree with at least 2-3 years of work experience</p></li><li><p>Background in crypto, digital assets and/or blockchain experience preferred</p></li><li><p>Crypto certifications a plus</p></li><li><p>Excellent written and verbal communication and relationship management skills</p></li><li><p>Experience with operational activities, process/project management, and financial reporting</p></li><li><p>Experience handling regulatory compliance affairs for digital assets a plus</p></li><li><p>Detail oriented with unwavering dedication to accuracy and quality</p></li><li><p>Focused on continuous learning and process improvement, including seeking out new technology based solutions for internal processes</p></li><li><p>Ability to apply sound judgment to spot issues and identify items requiring manager awareness</p></li><li><p>Ability to balance multiple tasks and priorities simultaneously</p></li><li><p>Naturally collaborative with the ability to work independently</p></li><li><p>Knowledge of compliance, risk, audit, or legal functions preferred</p></li><li><p>Federal law enforcement a plus</p></li></ul><h3>The Team</h3><p>The FDA Compliance Team (within Enterprise Compliance) is responsible for designing, implementing, and supporting the compliance programs for FDA’s growing institutional and retail businesses. This includes compliance with federal and state rules, regulations, and licensing requirements. The Team assists the FDA business in identifying and managing compliance and regulatory risks while:</p><ul><li><p>Supporting new and existing products and services;</p></li><li><p>Supporting the organization’s overall control environment;</p></li><li><p>Shaping governance, social media, and communications; and</p></li><li><p>Building connections between Fidelity Digital Assets Compliance and other cross-Fidelity</p></li><li><p>Compliance functions.</p></li></ul>The base salary range for this position is $58,000-$91,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Compliance Analyst, Fidelity Digital Asset Services Compliance

<h3>Job Description:</h3><p><strong>Working Hours</strong>: Weekdays 09:00 AM to 05:30 PM Includes both IRL and US holidays but time in lieu is allocated.</p><p>Investment Data Operations Analyst will perform critical functions to support daily operations, including detailed data analysis, identify and resolve data issues and answer helpdesk queries. Quality, accuracy, and timeliness are essential to the success of our function.</p><h3>The Expertise We are Looking For</h3><p>Highly motivated and responsive teammate's who can multi-task and have a knack for analytics. Our work is highly collaborative and involves close coordination and excellent communication with our clients, data vendors and key business and technology partners across Fidelity</p><ul><li>Your bachelor's degree or higher in Business /Finance, Investment banking or related field.</li><li>Your experience (2 -3 years) in the Mutual Fund Operations or Operations role within the financial services industry is needed for the team to be successful.</li><li>Your experience with various types of investment vehicle data including securities, mutual funds, managed accounts, blends, indices, composites, across various subject areas including characteristics and reference data.</li><li>Your working experience in SQL and experience with tools such as R studio &amp; Python is a plus.</li><li>A deep knowledge of MS Office tools and ability to practically apply that knowledge.</li></ul><h3>The Skills You Bring</h3><ul><li>You are comfortable with autonomy and functioning without close supervision</li><li>Being able to combine analytical thinking and a personal confidence to make recommendations on an appropriate course of action</li><li>Having superb communications skills (both written and verbal) and strong interpersonal and relationship management skills.</li><li>Able to think out of the box and strive for continuous improvement.</li><li>You can effectively respond to a dynamically changing work environment and to positively influence business outcomes.</li><li>A strong project management, analytical and problem-solving skills.</li><li>You are detail oriented with strong organizational skills and can balance priorities on simultaneous initiatives. Accuracy and Attention to detail is critical in this role.</li><li>Ability to work expertly with various vendor/business partners across the organization.</li><li>Ability to utilize industry research tools to procure company specific data and an ability to interpret and act on results.</li><li>Ability to perform data analysis/research via SQL and (R &amp; python is a plus) and your knowledge with application of MS Office tools.</li></ul><h3>The Value You Deliver</h3><ul><li>Timely processing of daily operational tasks and helpdesk requests from the consumers.</li><li>You identify data issues and perform root cause analysis and resolve to improve data quality on time. When needed, work with business partners and systems partners to resolve.</li><li>Assist in documentation and transition of new areas of work, while maintaining and updating procedural documents.</li><li>Propose process enhancements for the efficient, accurate and timely completion of all activities that includes operation tasks\helpdesk\adhoc requests from straight forward to complex.</li><li>You're an effective teammate, with the ability to support and coach colleagues, identifying and addressing training gaps.</li><li>Actively monitor the helpdesk queue and raise issues to the manager as appropriate for resolution.</li><li>Participate in data management projects/initiatives that aim to improve the quality of the data.</li><li>Assist in defining and executing test plans and support user acceptance testing for process enhancements.</li></ul><h3>How Your Work Impacts the Organization</h3><p>We help 23 million people invest their life savings, 20,000 businesses manage their employee benefits programs, 10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money.</p><p>Strategic Advisers, Inc. (SAI) is Fidelity’s registered investment advisor responsible for multi-manager, multi-asset class investment products and services. SAI Data strategy and Management team are the stewards of SAI data. The objective of this capability is to support investment and research related processes in SAI by providing data management to internal customers in the area of portfolio holdings data for fidelity and non-Fidelity. The SAI Dublin team oversees this capability and works closely with data strategy and technology support in Boston to ensure the data is complete, accurate and available to internal customers.</p><p>#FSAI</p><h3>Category:</h3>Business Analytics and Insights

Investment Data Operations Analyst

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Relationship Manager - Center Valley

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong>You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Bring</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Services Representative - Milwaukee, WI

<h3>Job Description:</h3><p>The Team:</p><p>Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.</p><p><strong>The Position</strong></p><p>The Asset Management Risk Vice President of Risk Operations supports general risk oversight for the Equity, High Income, Fixed Income, QRI, FAMS and SAI investment teams. There will be a strong focus on Alternative Product readiness, including Private Credit and Real Assets. This role will analyze data and controls to identify and measure risks, perform targeted data-driven risk assessments, and use data visualization tools to develop executive level risk management reporting. To successfully execute these responsibilities, the candidate will have experience managing both teams and projects. The candidate must have excellent interpersonal skills including but not limited to using influencing skills to achieve goals. The ideal candidate will have a demonstrated commitment and passion for risk management and will be a critical thinker with strong analytical skills who is able to prioritize and manage multiple projects and deliver high-quality work. This role requires someone who is hard working, results oriented and eager to learn.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Bachelor’s degree required MBA prefrerred</p></li><li><p>15 + years’ experience in financial services</p></li><li><p>Executive level presentation skills (e.g., PowerPoint)</p></li><li><p>Extensive project management experience</p></li><li><p>Experience managing teams</p></li><li><p>Deep understanding of global risk and compliance practices</p></li><li><p>In depth knowledge of data analysis techniques and visualization tools (e.g., Tableau), a plus</p></li><li><p>Experience with common data science tools &amp; languages, a plus</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>A self-starter skilled at operating autonomously to achieve results in a dynamic environment</p></li><li><p>Superb verbal and written communications skills</p></li><li><p>Strong data analysis skills with proven ability to query / analyze large data sets</p></li><li><p>Must thrive in a dynamic and fluid organization where priorities shift to respond to business needs</p></li><li><p>Enjoy sharing knowledge and expertise</p></li><li><p>Customer focused; outstanding relationship management and facilitation skills</p></li><li><p>Strong collaborator; able to develop and maintain effective working relationships</p></li><li><p>Ability to partner with and influence others across the organization to achieve objectives</p></li><li><p>Ability to build executive level presentations / visualizations</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Partner with the Asset Management business groups to evaluate risks and controls associated with the launch of new products, new and changing regulations and new operational requirements</p></li><li><p>Actively perform proactive and targeted data analysis to identify risks</p></li><li><p>Independently assess the design and operating effectiveness of controls</p></li><li><p>Strengthen real-time global resiliency response</p></li><li><p>Confidently escalate / communicate concerns with management</p></li><li><p>Perform ad-hoc quality control reviews of presentations / reports to ensure integrity of materials</p></li><li><p>Promote culture of experimentation to ensure continuously learning</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

VP, Asset Management Risk

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This Business Analyst role will partner with a product lead to translate customer and business needs into actionable solutions, partner with stakeholders and teams to ensure products deliver maximum value. With a holistic understanding of the digital product, their role is defined by the following responsibilities essential for successful outcomes:</p><ul><li>Requirements Gathering &amp; Analysis,</li><li>User Stories and Acceptance Criteria</li><li>Legal, Risk, and Compliance Review and Approval</li><li>Testing and Validation</li><li>Customer Rollout Strategy, Planning, and Execution</li><li>Customer Data and Feedback Analysis and Reporting</li></ul><p>In this role, you will be aligned to a Fidelity Digital Security team focused on supporting Customer Authentication. You will help support the ability of Fidelity customers to access Fidelity’s digital products using trusted and protected paths. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact.</p><p><strong>The Skills and Expertise You Bring</strong></p><ul><li>Bachelor's degree required</li><li>8+ years of business analysis experience delivering customer or associate focused digital solutions of high value</li><li>Having financial domain knowledge is a plus</li><li>Having Digital Security/Authentication experience is a plus</li><li>Client-obsessed with a passion to solve challenges through a data driven approach.</li><li>Experience working in an agile team required</li><li>An affinity for technology and stay up to date on industry innovations</li><li>Able to identify dependencies across cross functional teams.</li><li>You employ strong story telling skills, conveying the vision and impact of digital solutions using data and visualization</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Principal Business Analyst

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As a Scrum Master you blend deep scrum expertise with a passion for mentoring and coaching, and constant improvement. As part of a highly collaborative squad you will advise, mentor, coach and train on performance against agile values, practices and processes to accelerate squad value delivery. In partnership with the squad leader you will maintain a backlog, help to remove impediments and facilitate agile events such as the daily scrum meeting, sprint planning, backlog refinement and retrospectives. You will have responsibility for release management coordination and participate in scaling events and activities as you manage interdependencies across squads and product areas. You will examine and drive team performance through metrics and find opportunities for the squad to fully realize the benefits of working in an agile structure.</p><ul><li><p>Working collaboratively with up to two squads and chapter leaders to enable delivery of the squad's mission through well-executed sprints</p></li><li><p>Accelerating overall squad performance, efficiency and value delivered by engaging within and across squads to find opportunities to improve agile maturity and metrics, and providing coaching, training and resources</p></li><li><p>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</p></li><li><p>Managing, coordinating logistics for and participating in agile events (e.g., backlog prioritization, sprint planning, daily meetings, retrospectives and as appropriate, scrum of scrum masters)</p></li><li><p>Supporting adoption, and consistent use of enabling tools (e.g., Jira, Jira Align, Miro, MS Teams)</p></li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>Bachelors Degree or Comparable Military Experience</p></li><li><p>Certified Scrum Master / Advanced Certified Scrum Master Preferred</p></li><li><p>Jira experience a plus</p></li><li><p>Experience working as a scrum team member preferred</p></li><li><p>At least 5+ years’ experience in Agile environment, Scrum Master experience preferred</p></li><li><p>Financial services experience preferred</p></li><li><p>Excellent communication and people-interaction skills and ability to rapidly build trust and positively influence others at all levels of the organization</p></li><li><p>Demonstrate a continuous improvement approach</p></li><li><p>Proven change agent capable of coaching agile practices to teams and individuals from across different functions, experiences and locations as they work through new and unfamiliar situations.</p></li><li><p>Effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerate customer delivery</p></li><li><p>Intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><br><strong>The Team</strong></h3><p>You will support one or more cross-functional squads, engaging with all team members and the Squad Leader to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. The squads are located in IWMS Data Externalization product area. </p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Scrum Master - Institutional Wealth Management Services

<h3>Job Description:</h3><h3>The Role</h3><p>The Director, Strategy and Planning is a cornerstone role on the Abandoned Property and Legal Operations Team. The Director will collaborate with Abandoned Property and Legal Operations Leadership and our business partners to develop our strategy, identify and track our key initiatives and priorities, and measure our progress. The Director will be responsible for end-to-end data management, including data accuracy, and the creation and maintenance of new and existing reports to support the needs of the business. The Director will use data to build compelling storylines and visuals to inform our team, our leaders, and our business partners, and to promote effective decision-making. This role is strategic and analytical, and it will balance strategic planning and oversight with execution of critical tasks.</p><p><strong>Strategy and Planning:</strong> As Director, you will lead the strategic planning process to establish team priorities and ensure organizational alignment. You will facilitate KPI development to measure the team’s progress toward goals, provide visibility into the team’s deliverables and outcomes, and drive accountability across the team. You will work across Abandoned Property, Legal Operations, and our business partners to develop and track shared KPIs, and to measure the cross-Fidelity impact of our business. Additionally, you will manage business reviews, capacity planning, budgeting exercises, and all-associates meetings.</p><p><strong>Data Analytics and Reporting: </strong>You will use data analysis and visualization tools to synthesize data and trends, develop actionable insights, build storylines, and craft presentations that inform key decisions and tackle business problems. You will provide analysis to measure and evaluate the performance of the business and distill results for senior management-level reporting. You will create data management policies and implement best practices to ensure data integrity and to empower a data-driven culture. You will collaborate with partners across the business, analytics, and technology to deliver analytics solutions, including the potential build of a data warehouse.</p><p><strong>People Manager</strong>: You will manage a small team, providing leadership, coaching and development to your associates.</p><h3>The Expertise and Skills You Bring</h3><ul><li><p>8+ years of proven experience in data analytics, finance, strategy, and/or management consulting</p></li><li><p>Experience directly managing and coaching associates</p></li><li><p>Strong knowledge of financial, reporting, presentation, and data visualization tools, including PowerPoint, Excel, Tableau, PowerBI, and ThinkCell</p></li><li><p>Passion and a sense of purpose that inspires and motivates those with whom you work</p></li><li><p>Outstanding written and verbal communication skills, including the ability to represent complex concepts in a clear way and to develop compelling and impactful presentations</p></li><li><p>Confidence, professional maturity, and presence to work independently and to collaborate well across all levels of the organization</p></li><li><p>Solid understanding of data and database concepts, tools, and technologies</p></li><li><p>Ability to break down sophisticated data in well-structured analyses and synthesize key points</p></li><li><p>Unmatched organizational and prioritization skills, and meticulous in detail</p></li><li><p>High degree of ownership and accountability for results, and ability to take initiative, learn quickly, and think independently</p></li><li><p>Desire to seek creative solutions that challenge the conventional approach</p></li><li><p>Ability to build trust and credibility with peers, senior leaders, and business partners</p></li><li><p>Series 7, 24, or 99 a plus</p></li></ul><h3>The Team</h3><p>The Director of Strategy and Planning reports to the Vice President of Abandoned Property and Legal Operations. The Abandoned Property team and the Legal Operations team sit within Fidelity’s Enterprise Services Compliance Team. Both teams directly impact Fidelity’s customers and their experience with our firm. The Abandoned Property team is responsible for firm-wide adherence to abandoned property rules and regulations, managing abandoned property multi-jurisdictional examinations, ensuring the timely reporting of abandoned property for multiple businesses and legal entities, and partnering with the business to find and engage lost or inactive customers. The Legal Operations team responds to legal inquiries for customer accounts, including court orders (e.g., garnishments, guardianships, beneficiary disputes), subpoenas, levies, and class action cases.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

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