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<h3>Job Description:</h3>Job TitleAudit Senior Manager The Role Are you looking for a position to grow your business and auditing skills, expand your knowledge of Fidelity’s Asset Management business, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Senior Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS in Accounting, Finance, or related field of study. </li></ul><ul><li>Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. </li></ul><ul><li>7-10 years of external and internal audit or related experience, preferably in financial services. </li></ul><ul><li>Asset management, managed accounts, and/or associated middle and back office experience is a plus. </li></ul><ul><li>In-depth knowledge of audit practices, tools, techniques, concepts, and trends </li></ul><ul><li>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong problem solving and analytical skills. </li></ul><ul><li>Commitment to innovative, collaborative, and digital working style. </li></ul><ul><li>Strong presentation, written, and interpersonal communication skills. </li></ul><ul><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li></ul><ul><li>Knowledge in IT general controls is a plus. </li></ul>The Team The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s asset management, managed accounts, and other businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li></ul><ul><li>Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function. </li></ul><ul><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Performs and reviews audit test work including organizing and analyzing data, testing controls, and documenting results. </li></ul><ul><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </li></ul><ul><li>Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole. </li></ul><ul><li>Coaches and mentors Analysts and Senior Analysts on the team. </li></ul><ul><li>Builds deep working relationships with audit teams and clients. </li></ul><h3>Certifications:</h3><h3>Category:</h3>AuditMost 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

Audit Senior Manager

<h3>Job Description:</h3>Searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!The Expertise and Skills You Bring <ul><li>A.S.A., E.A. or F.S.A., E.A. credentials</li><li>5-10+ years of experience in a pension and/or benefit consulting firm</li><li>You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).</li><li>You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels</li><li>You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships</li><li>You have strong critical thinking and problem-solving skills</li><li>You are a leader with self-motivation and determination to succeed</li><li>You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment</li><li>You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver <ul><li>Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.</li><li>Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers &amp; acquisitions, compliance, plan amendments and plan designs.</li><li>Training associates and analysts to ensure continued development of the staff.</li><li>Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients.</li><li>Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed.</li><li>Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients</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 $89,000-180,000 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

Consultant, Actuary

<h3>Job Description:</h3>Analyst, Fidelity Consulting The Role As an Analyst, you will provide your expertise meaningfully to projects that seek to tackle Fidelity’s most pressing business challenges. You will: deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation, all while working reciprocally in a team setting. In addition to project work, you will be given opportunity to partake in independent or small group projects to develop creative new ideas for Fidelity.The Expertise &amp; Skills you bring <ul><li>You hold a bachelor’s degree</li><li>You have 2-3 years of work experience; prior management consulting, strategy, financial services or similar experience preferred</li><li>Experience with team project work, general management, and/or analytics and conceptual problem solving</li><li>Analytically minded with strong written and verbal communication skills</li><li>The expert ability to create business insights and participate in all-star teams</li><li>You have strong research and problem-solving skills, including the ability to synthesize findings and develop practical, concrete recommendations</li><li>You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations</li><li>Your intellectual curiosity and tenacity to develop creative approaches to problem solving</li><li>You have a strong attention to detail and comfort with ambiguity</li><li>You possess a can-do attitude and eagerness to learn</li><li>You have proven experience working on consulting teams to address business challenges for clients / business partners, or experience in an analytic role in the Financial Services industry</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Consulting (FC) consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.The base salary range for this position is $60,000-115,000 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

Analyst, Fidelity Consulting

<h3>Job Description:</h3><h3>Engagement Lead, Fidelity Consulting </h3>The Role As Engagement Lead, you lead the day-to-day management of strategy projects critical to Fidelity Businesses. Our projects aim to solve Fidelity’s most critical business issues, and your role is highly valued by business leaders to drive critical thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelity’s businesses. These projects are typically staffed with three to six associates over a four to six-month timeframe. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes. The Expertise &amp; Skills you bring <ul><li>You hold an MBA.</li><li>The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.</li><li>You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus.</li><li>Demonstrated interest or experience in the financial services industry, particularly in the intermediary and institutional space.</li><li>You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.</li><li>You have both the flexibility and the skill to lead and contribute to teams.</li><li>Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation</li><li>Understanding and knowledge of the financial intermediary and institutional industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape</li><li>Understanding of key intermediary and institutional activities including but not limited to investment sales, capital markets, advisor solutions and go-to-market strategies.</li><li>Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research</li><li>Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations</li><li>Ability to assess risk and operationalize findings - turning research into actions</li><li>Proficient in quantifying challenges and requirements related to execution</li><li>Driver of decisions in complex environments with multiple partners</li><li>Skilled in building relationships with peers and executives in a variety of capacities</li><li>A desire to work with people development and mentoring</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.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><h3>Category:</h3>Consulting

Engagement Lead

<h3>Job Description:</h3>Job Description<h3>Consultant, Fidelity Consulting </h3>The Role As a Consultant, you will partner to drive projects that seek to tackle Fidelity’s most pressing business challenges. The Consultant works on an all-star team in support of Fidelity’s business challenges and emerging initiatives You will: contribute and deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation.The Expertise &amp; Skills you ring<ul><li>You hold a bachelor’s degree</li><li>You have 3-5 years of work experience; prior management consulting, strategy, financial services or similar experience preferred</li><li>Experience with team project work, general management, and/or analytics and conceptual problem solving</li><li>Analytically minded with strong written and verbal communication skills</li><li>The expert ability to create business insights</li><li>You are a measured, focused and results driven individual and an ambitious team player</li><li>You have strong research and analytical skills, including the ability to synthesize findings and develop practical, concrete recommendations</li><li>You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations</li><li>Tenacious attitude and intellectual curiosity</li><li>You have strong attention to detail and comfort with ambiguity</li><li>You are confident and strive for continuous self-improvement</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.The base salary range for this position is $80,000-153,000 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

Consultant, Fidelity Consulting

<h3>Job Description:</h3>This exciting role will lead one of Fidelity’s Stock Plan Services (SPS) Relationship Management teams! This leader will play a key role in crafting the future of this important growth business. Fidelity Stock Plan Services &amp; Non-Qual is Fidelity’s equity compensation administration services business, providing administrative support services for clients and individual support and guidance to equity and NQ plan participants.The RoleThe SPS Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of client relationships. Primary responsibility is the effective leadership of a team of Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 150+ SPS client relationships.This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CHRO, SVP of Total Rewards) of existing and prospective customers. Effectiveness in the role requires superior executive presence and benefits, executive and equity compensation, and financial services acumen. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business to improve business results. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports. In addition to playing an integral role in the SPS business, the position also requires partnering closely with other businesses across the Fidelity enterprise.The Expertise and Skills You Bring<ul><li>Provide focused leadership, motivation, and support for MD team to retain clients and deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.</li><li>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement.</li><li>Serve as Executive Sponsor for key client relationships including the largest clients, clients with significant service issues, and clients requiring up-tiering relationships based on risk mitigation plans.</li><li>Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and other business partners across Fidelity.</li><li>Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.</li><li>Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses.</li><li>Transparent and credible presence in the Equity Compensation industry</li><li>Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the Fidelity organization. Expert presentation, meeting management, and communication skills.</li><li>Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Serve as functional liaison for the SPS relationship management team effectively representing client and organizational interests with senior leaders across Fidelity.</li><li>Identify personal development objectives with each MD and support execution of plans to continually build competencies and skills to deliver outstanding business results.</li><li>Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Provide leadership to build an empowered, diverse and inclusive team culture</li><li>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</li><li>Ensure that team is compliant with all appropriate rules and regulatory requirements.</li><li>5 +years Institutional (business to business) sales or relationship management experience with a shown track record of successful leadership in various roles</li><li>Series 7, 24 &amp; 63 licenses are required.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $185,000-$400,000 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.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 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

SVP - SPS Relationship Management Group Manager

<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 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>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>The base salary range for this position is $45,000 - $70,000 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>Customer Service

Financial Representative - Berkeley, CA

<h3>Job Description:</h3>Searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment!The Expertise and Skills You Bring<ul><li>Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred</li><li>2-4 years of experience in a pension and benefit consulting firm or related industry required</li><li>Preferably at least 3-5 actuarial exams completed</li><li>Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA)</li><li>You have strong critical thinking and problem-solving skills</li><li>You are a leader with self-motivation and determination to succeed</li><li>You have excellent oral and written communication skills</li><li>You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment</li><li>You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver<ul><li>​Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance</li><li>Training and assisting Analysts to ensure the continued development of staff</li><li>Help with coordinating and managing projects and budgets</li><li>Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing)</li><li>Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies</li><li>Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients.</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 $80,000-153,000 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

Senior Associate, Actuary

<h3>Job Description:</h3>Retirement Analyst, Center of Excellence – Back Office Administration Team The RoleYour key responsibilities will be around the administration of defined benefit (DB) pension plans on behalf of our clients and their participants. This includes second-signing and processing pension (and possibly defined contribution and post-retirement health &amp; welfare) transactions. Other key responsibilities for this Grade 4 position include performing and reviewing pension benefit calculations, working with data, reviewing forms &amp; letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for:<ul><li>Acting as a subject matter expert on end-to-end administrative processes, participant issue resolutions, disbursements, and data updates</li><li>Serving as an expert on multiple clients’ plan provisions, processes, and calculations (including maintaining documentation on these items)</li><li>Completing client requests, responding to participant inquiries, and analyzing/solving data and other complex issues</li><li>Participating in special projects (e.g., new client implementations, divestitures, mergers, corporate actions, etc.) related to DB administration services</li><li>Performing peer-review of work completed by other team members to ensure the product is accurate and of the highest quality</li><li>Reading and interpreting client plan documents/amendments, sample calculations, SPDs, plan provisions, plan administration manuals, and other documentation</li><li>Analyzing, reviewing, and guiding client teams to the resolution of escalated client or participant issues</li><li>Coaching and mentoring junior staff</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent work experience</li><li>5+ years of defined benefit experience working for a benefits consulting firm or plan sponsor</li><li>Excellent mathematical and analytical skills</li><li>Exemplary critical thinking and problem-solving skills</li><li>Ability to balance and prioritize multiple projects in a fast-paced work environment</li><li>Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Technically inclined with Microsoft Excel and Word applications</li><li>Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications</li><li>Ability to query, modify, set-up, and review test cases used to test pension administration systems (including data, calculations, forms &amp; letters, disbursements, etc.)</li><li>Experience working with pension disbursements – this includes initial pension payment set-ups, changes, stops, death processing, and reconciliations</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You BringYou bring a unique blend of resilience, initiative, and strategic 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>Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.</li><li>Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at juggling 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 both personally and professionally.</li><li>Comfortable with Ambiguity: Excel in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.</li><li>Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.</li></ul>The TeamThis role will reside within Workplace Consulting’s Center of Excellence (COE) organization on the Back Office Administration Team. The 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 $67,000-127,000 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

Retirement Analyst, Fidelity Workplace Consulting

<h3>Job Description:</h3>The Vice President, Product Area Leader for Fidelity Institutional (FI) Common Platform Engineering is a senior leadership role responsible for defining and executing the strategic vision for FI Common Platforms. This product area delivers critical shared capabilities, including authorization, reference data, identity services, and cloud automation. The role ensures customer value by aligning technology capabilities with business priorities across multiple teams and initiatives. Success requires strong engagement with internal partners to understand business needs, timing, and dependencies, while championing innovative approaches to fraud detection and prevention and strengthening the security of client information.This role defines and evolves the vision, strategy, and mission of FI Common Platform Engineering, ensuring integration with enterprise objectives and technology standards. Core responsibilities include negotiating prioritization of strategic initiatives, managing budget allocation, and overseeing the creation and evolution of strategic roadmaps that influence multi-year planning and align with technology strategies and Centers of Excellence requirements. This leader partners with other Fidelity executives to resolve product area-level priorities based on client needs and enable effective execution.Success will be measured by your ability to align with business priorities, manage inter-program dependencies, create and maintain a multi-year roadmap, foster cross-functional alignment, and deliver practical, scalable solutions. This position demands strategic thinking, data-driven decision-making, and the ability to lead through influence in a complex, matrixed organization. Experience with security, fraud prevention, data platforms, authorization services, and cloud delivery is highly desirable. Familiarity with specialized financial domains can enhance impact, and backgrounds in CRM sales enablement, intermediary and international businesses, and securities trading provide valuable insights into the solutions this product area enables. A commitment to continuous learning and bringing the latest thinking to empower others is essential.Fidelity Institutional delivers investment, trading, and technology solutions to institutional clients, including registered investment advisors, broker-dealers, and institutional investors. Our offerings include proprietary investment products—such as alternative investments and active ETFs—distributed through platforms like FundsNetwork and Wealth Advisor Solutions. We also provide institutional-grade equity and fixed income trading platforms, prime brokerage, and securities lending services, all supported by robust data and analytics.The Expertise You Have <ul><li>Education – BS or MS required</li><li>10–15+ years of experience in technology development, solution delivery, and strategic leadership.</li><li>Experience with security, fraud prevention, data platforms, authorization services, and cloud delivery technologies.</li><li>Proven ability to define and evolve product vision, mission, and strategy, and lead development of solutions aligned with business objectives.</li><li>Expertise in creating and maintaining multi-year technology and capability roadmaps, and prioritizing strategic initiatives while managing complex dependencies.</li><li>Strong understanding of enterprise technology standards and ability to ensure alignment with organizational objectives.</li><li>Demonstrated success in fostering cross-functional collaboration and driving alignment across business units.</li><li>Familiarity with financial domains such as CRM sales enablement, intermediary and international businesses, and securities trading.</li><li>Advanced analytical skills with a data-driven approach to decision-making and strategic trade-off analysis.</li><li>Ability to lead through influence in a complex, matrixed environment and inspire teams to deliver impactful results.</li><li>Strong communication, interpersonal, and relationship-building skills to engage and influence at all organizational levels.</li><li>Commitment to continuous learning, innovation, and applying the latest thinking to empower teams.</li></ul>Balanced understanding of technology and business needs to deliver customer-centric solutions.<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.

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