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<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Financial Representative - Indianapolis, IN

<h3>Job Description:</h3>Director SMA Product DevelopmentBoston, MAThe RoleThe Investment Product Group currently has an open role for a Director of Separately Managed Account Product Development. In this role, you will work on a variety of projects and initiatives in the areas of product strategy, development, management and advocacy for Fidelity’s SMA asset management capabilities. You will partner with the investment teams and distribution channels to play a critical support function for Fidelity’s investment product offerings. Over time, you will contribute to all parts of the product lifecycle including supporting existing products in market.<ul><li>Contribute to the long-term investment product roadmap to capitalize on emerging trends and themes</li><li>Understand product design, investment philosophy, process, resources, and results.</li><li>Create and enhance investment content for product positioning and marketing in collaboration with investment teams and marketing.</li><li>Research product development opportunities and help develop business cases to support new product initiatives.</li><li>Support opportunities to reposition or enhance existing products to improve longer-term marketability.</li><li>Participate in cross-team and cross-functional projects taking product vision, client needs, and business value into account.</li><li>Research the competition to generate product ideas and sales tactics.</li></ul>The Expertise and Skills You Bring<ul><li>7+ years of financial services experience</li><li>Current team members have a range of investment-focused product, consulting, fund research, finance, or client-facing backgrounds.</li><li>Knowledge of and interest in investments with SMA experience highly preferred</li><li>Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.</li><li>Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.</li><li>Series 7 &amp; 63 licenses (can be obtained while in role).</li><li>Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.</li><li>Proven experience with the development and product management for mutual funds, ETFs, indexes, insurance products, separately managed accounts, and institutional vehicles.</li><li>Highly effective communicator with excellent writing, presentation, and interpersonal skills.</li><li>Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.</li><li>Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe TeamThe Investment Product Group is a key component of Fidelity’s asset management business and plays a pivotal role in the company, partnering closely with our investment professionals, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, and institutional clients.The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product Management

SMA Product Development

<h3>Job Description:</h3>We have a new opportunity for a Remote Licensed Retirement Planner in the Greater Metro Las Vegas area! The position is remote and requires that you reside in the Greater Las Vegas area (within 90 miles). We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients over the phone.<h3>The Expertise We’re Looking For</h3><ul><li>Series 7 &amp; Series 63 licenses required</li><li>Series 66 required within 90 days of hire</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul><h3>The Purpose of Your Role</h3>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.<h3>The Skills You Bring</h3><ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul><h3>The Value You Deliver</h3><ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul><h3>How Your Work Impacts the Organization</h3>The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.<h3>CERTIFICATIONS:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire) <h3>COMPANY OVERVIEW</h3>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Retirement Planner - Las Vegas, NV

<h3>Job Description:</h3>Job DescriptionThe RoleThe Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in state of California.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul>The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamicsThe base salary range for this position is $150,000 - $165,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

VP, Advanced Planning

<h3>Job Description:</h3>The RoleAs a Senior Scrum Master, you will blend deep scrum expertise with a passion for mentoring, coaching and constant improvement. As part of a highly collaborative team, you will advise, mentor, coach, and train on performance against agile values, practices, and processes to accelerate team 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, sprint planning, backlog refinement and retrospectives. You will participate in scaling activities as you manage interdependencies across teams. You will examine and improve team performance through metrics and find opportunities with the team to fully realize the benefits of working in an agile structure.The Expertise and Skills You Bring <ul><li>4 years of hands-on experience as a scrum master </li><li>Jira and Jira Align experience required</li><li>Bachelor's degree and/or equivalent experience preferred.</li><li>Certified Scrum Master preferred.</li><li>Demonstrated expertise in application of Agile/Scrum Principles to help accelerate value delivery.</li><li>Excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization.</li><li>Demonstrate a continuous improvement approach.</li><li>Quality Execution – attention to detail with unwavering dedication to quality</li><li>Partnerships - develop positive relationships and champion a collaborative team environment</li><li>Leadership – demonstrated expertise of leading, influencing, and motivating colleagues without formal authority with a track record of building engaged and empowered teams</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position</h3>The TeamFidelity Digital Assets® , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.​ Fidelity Digital Assets® embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.The Fidelity Digital Assets® Product Delivery team is central to enhancing and delivering platform capabilities that serve Fidelity Digital Assets Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice.#cryptojobsThe base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Program/Project Management

Senior Scrum Master, Digital Assets

<h3>Job Description:</h3>The RoleAs Vice President of Retirement Compliance, you will be responsible for the development and execution of compliance strategies for defined contribution (DC) and defined benefit (DB) programs. You will serve as a trusted advisor to colleagues and plan sponsors to understand employer and employee benefit programs needs, as well as supporting project development, implementation, and delivery. This role is responsible for helping to shape innovative solutions that align retirement benefit programs with corporate objectives and evolving regulatory landscapes. This role drives thought leadership, influences industry standards, and ensures strategic compliance excellence across client portfolios.The Expertise and Skills<ul><li>Extensive experience (12+ years) in retirement benefits industry and/or consulting to large companies, with proven leadership in compliance strategy</li><li>Juris Doctorate (ERISA specialty)</li><li>Your responsibilities will include:</li><li>Delivering compliance and regulatory support to our clients and Workplace Consulting associates as well as coordinating with other compliance resources across Fidelity</li><li>Contribute to Workplace Consulting’s thought leadership efforts, ensuring clients understand current and evolving regulations</li><li>Be responsible for and make recommendations to improve risk management practices and governance frameworks for client benefit programs</li><li>Skills required for the role:</li><li>Well-practiced knowledge of qualified DC &amp; DB as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements</li><li>Deep experience with ERISA, IRS and DOL regulations, correction programs and submissions</li><li>Experience with drafting and reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus</li><li>Outstanding partnership skills and ability to inventively influence others across groups</li><li>Strong critical thinking and problem-solving skills</li><li>Excellent oral and written communication skills</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You BringYou bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.<ul><li>High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.</li><li>Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.</li><li>Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.</li><li>Leadership-Focused: Held leadership roles that required vision, accountability, and the ability to encourage and mobilize others toward a common goal.</li></ul>The TeamThe Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Vice President, Retirement Compliance

<h3>Job Description:</h3>The RoleThe Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Manager, Implementation Project Management will be required to handle small to mid-level deals with and may assist on larger, more sophisticated clients to include:<ul><li>Onboarding of new Fidelity Registered Investment Advisors.</li><li>Supporting existing advisors who are converting a book of business onto the platform.</li><li>Leading small to mid-level Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions.</li></ul>The Expertise You Have<ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience. Advanced degree preferred</li><li>3 – 5 years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul><h3>The Skills You Bring</h3><ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% of time</li></ul>The Value You Deliver<ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead small to mid-level projects, with varying degrees of complexity. Provide peer onsite support as business needs arise.</li></ul><h3>The Team</h3>Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses and ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform. The Team also works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.The base salary range for this position is $66,000-125,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Client Service

Manager, Implementation Project Manager - Institutional Wealth Management Services

<h3>Job Description:</h3>Vice President, New Business Development – Fidelity CharitableNote: Fidelity is not providing immigration sponsorship for this positionThe RoleFidelity Charitable seeks an accomplished, strategic, and entrepreneurial Vice President of New Business Development to expand its donor-advised fund platform with institutional Registered Investment Advisors (RIAs), Broker-Dealers (BDs) and Multi-Family Offices (MFOs).This executive will drive revenue growth by building institutional partnerships. These partnerships embed Fidelity Charitable’s donor-advised fund platform within strategic partner firms’ branded giving solutions. The ideal candidate combines a deep understanding of the wealth management and financial intermediary ecosystem with strong consultative sales skills and a passion for philanthropy.The Expertise and Skills You Bring<ul><li>Experience: 10+ years in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors.</li><li>Strategic Growth &amp; Sales</li><li>Identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians seeking a white label donor-advised fund program.</li><li>Develop and execute a business development strategy to meet or exceed growth targets for white label DAF assets and accounts.</li><li>Lead contract negotiations, pricing, and implementation in collaboration with legal, service, program, operations and relationship management teams.</li><li>Relationship Management</li><li>Cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders) within target firms.</li><li>Serve as a trusted advisor, helping strategic partners integrate charitable giving into their client value proposition.</li><li>Market Development &amp; Positioning</li><li>Represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events.</li><li>Work closely with marketing and product teams to refine messaging, product design, and strategic partner enablement materials for institutional audiences.</li><li>Maintain a deep understanding of competitive offerings, industry trends, and regulatory developments in the charitable giving and wealth management sectors.</li><li>Internal Collaboration</li><li>Partner with Fidelity Investments’ institutional and intermediary channels to identify cross-platform opportunities.</li><li>Collaborate with implementation and relationship management teams to ensure smooth onboarding and sustained partner success.</li><li>Knowledge: Strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms (RIA, broker-dealer, multi-family offices and custodian networks).</li><li>Skills:</li><li>Proven track record to develop and close complex, multi-stakeholder partnerships.</li><li>Exceptional communication, negotiation, and presentation skills.</li><li>Entrepreneurial approach with ability to navigate ambiguity and build new channels from concept to scale.</li><li>Education: Bachelor’s degree or equivalent experience required; MBA or CFP/Charitable Planning credential preferred.</li><li>Values: Passion for philanthropy, innovation, and expanding access to charitable giving</li></ul>The TeamFidelity Charitable is an independent public charity that helps donors maximize their philanthropic impact through donor-advised funds (DAFs), making charitable giving simple, effective, and enduring. As the nation’s largest grantmaker, Fidelity Charitable partners with financial intermediaries, wealth management firms, and institutions to expand access to strategic giving solutions.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.The base salary range for this position is $150,000 - $190,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Relationship Management

Vice President, New Business Development – Fidelity Charitable

<h3>Job Description:</h3>PRODUCT ANALYST – Private Market Customer SolutionsAs a Product Analyst Consultant, you blend deep experience in Private Company Equity Administration and product development with a passion for analysis, harnessing technology to solve complex business problems, while focusing to deliver and implement technology solutions within a digital experience. We are deeply committed to improving the value delivered to our customers. You will work closely with Fidelity Stock Plan Services and Fidelity Private Shares Product Owners (Squad Leaders) and technology team to create, prioritize, and maintain product backlog, as well as translate business requirements to technical resources to focus the team on delivering business solutions with the highest customer value. You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, entrepreneurial, and date driven environment!The Team The Product Analyst (PA) is part of the Private Markets Customer Solutions’ Product Analyst Chapter (team), which supports product development across multiple private market domains. The PA works on a multi-functional Agile scrum team (squad), partnering with technology and business customers to develop and implement product and service features in private market administration applications from inception to delivery. Your squad will focus on developing integrated benefit experiences, creating participant personalization, all while simplifying our site interaction to increase engagement! You will help build innovative participant features for Fidelity Stock Plan Services and Fidelity Private Shares platforms.Key Responsibilities<ul><li>Translate business requirements into system specifications and recommend enhancements to batch functionality.</li><li>Lead analysis of business and batch processes to identify user needs and document requirements.</li><li>Collaborate with multi-functional teams.</li><li>Facilitate critical coordination across teams including planning, design and problem-solving.</li><li>Develop and maintain Agile artifacts including user stories, acceptance criteria, and product backlogs.</li><li>Build and implement test scenarios to validate solution effectiveness and business value.</li><li>Present findings and recommendations to all levels of management.</li><li>Drive continuous improvement in processes, policies, and procedures.</li></ul>Candidates must be a highly motivated self-starter with a sense of ownership, attention to detail and be an effective liaison between partners and your team. Attributes that lead to success in this role include curiosity, tenacity to follow up on details to gain a complete understanding of problem, highly collaborative approach to work, a high level of engagement and ownership of outcomes.Expertise and Skills You Have<ul><li>6+ years of experience in business and systems analysis, including Agile methodologies, data analysis, batch application development, data mapping, flowcharts, user acceptance testing, and product documentation.</li><li>Demonstrate an ability to lead complex analysis and translate highly technical and non-technical requirements.</li><li>Good business judgment – understands and focuses efforts on key business priorities, thinks holistically, uses business partners and focuses on return on investment.</li><li>Think strategically – understand customer, business partner needs and prior lessons to advise strategy direction and ongoing decision making.</li><li>Synthesizing sophisticated data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way.</li><li>Solid focus on innovation and continuous improvement.</li><li>Experience with database queries and general data architecture.</li><li>Familiarity with APIs and batch processing.</li><li>Superb communication skills – written, verbal, and presentation.</li><li>Strong analytical and problem-solving skills.</li><li>Demonstrated ability to influence and collaborate across organizational boundaries.</li><li>Knowledge of Fidelity’s Managed Account solutions and Workplace investment products (preferred).</li><li>Bachelor’s degree or equivalent experience encouraged.</li></ul>The Value You Deliver <ul><li>Delivering software solutions in a Scrum Agile environment</li><li> Leading and conducting Product analysis to identify needs and recommend effective solutions</li><li> Managing and maintaining the scrum team backlog, including writing user stories, defining acceptance criteria, supporting prioritization, and facilitating refinement sessions</li><li>Collaborating closely with business stakeholders, development teams, external vendors, and QA throughout the project lifecycle—from planning and requirements to design, testing, and implementation</li><li>Conducting product demonstrations and clearly explaining new features to large audiences, ensuring understanding and alignment across stakeholders</li><li>Supporting deployment and business readiness activities, including enablement planning, user documentation, internal training, and communication</li><li> Effectively managing and prioritizing multiple initiatives and Product analysis tasks simultaneously</li></ul>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

PRODUCT ANALYST  –  Private Market Customer Solutions

Job Description and RequirementsRandolph-Brooks Federal Credit Union is currently searching for an experienced and talented IT Identity and Access Management Manager&nbsp;to join our amazing IT Identity and Access Management team!&nbsp;The IT Identity and Access Management Manager will have the ability to work a hybrid schedule (remote/onsite) after&nbsp;a period of training (time frame may vary). Training will take place at the RBFCU Administrative Service Center: 1 Ikea-RBFCU Pkwy, Live Oak, Texas 78233. All applicants must reside within the state of Texas and have the capability of performing all of the work from their home in Texas.To successfully work from home, employees must have access to a minimum internet connection as noted by RBFCU.<ul><li>Must have a reliable home internet provider and the ability to hard wire a connection directly to modem (Ethernet cable provided)</li><li>Must be able to provide a workspaces at home that is safe, suitable for work, and within a distraction free environment</li></ul>The IT Identity and Access Management Manager will manage identity and access management team to maintain role-based access to credit union assets utilizing an enterprise IDM solution. This position has expert knowledge of utilizing technology to simplify role-based access management to technology systems.Essential Functions and Responsibilities: <ul><li>Manage the implementation and maintenance an enterprise IDM solution</li><li>Ensure user accounts are compliant for roles and authorizations</li><li>Manage the identification of existing and emerging risks that stem from business activities and job roles</li><li>Ensure adherence to established SLAs, established processes, security controls and corporate policies</li><li>Work with Business Units to ensure that the access is correct and complies with RBFCU standards and policies</li><li>Investigate, develop, and integrate modern authentication methods for current and future enterprise applications</li><li>Ensure process documentation and system access matrices are in compliance with management and audit</li><li>Monitor and respond to IAM related security incidents, alerts and tickets</li><li>Respond to audit findings and implement remediation measures</li><li>Supervise IAM deliverables and IAM team</li><li>Support and lead assigned organization's information security program components through development and implementation of policies and procedures</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice)</li></ul>Requirements: <ul><li>High School Diploma or GED</li><li>Minimum of five years of experience in Information Security, Cybersecurity, Identity and Access Management and/or Information Technology with Information Security focus to include accountability for moderate to complex tasks and/or projects</li><li>Minimum of one year of supervisory experience</li><li>Proficient understanding of leading IAM concepts such as Least Privilege, Privileged Access,Roles, Segregation of Duty (SOD), and Role Based Access Control (RBAC)</li><li>Ability to troubleshoot access related issues across more than one platform and multiple applications&nbsp;</li><li>Experience using an enterprise IAM/PIM solution. Accurately type and update database constantly</li></ul>Skills and/or Certifications/Licensing:<ul><li>Creation/Modification/Deletion of user accounts across infrastructure applications and host-based applications</li><li>Lead Access Reviews (PARs) for auditing purposes</li><li>Expert level of knowledge of Role Based Access Controls (RBAC).</li><li>Document process and procedures and provide recommendations to junior team members</li><li>Must have proven experience to multi-task, quickly shift priorities and manage business needs in a rapidly changing, complex technical environment</li><li>Expert ability to troubleshoot moderate to complex tasks and incidents. deadlines</li><li>Strong interpersonal, collaboration, and customer service skills</li></ul>Preferred:<ul><li>Bachelor’s degree</li><li>Information Security certifications (CISSP, GIAC, etc.)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

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