field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

<h3>Job Description:</h3>Chapter Leader, Customer Solutions - Lifetime Financial HelpThe RoleThe Customer Solutions Chapter Leader position is a role that combines business and product strategy skills, knowledge of customers and financial products, and technology expertise, along with a passion for coaching and developing associates. This role, which will be aligned to the Lifetime Financial Help product area within the Strategy, Planning &amp; Advice Domain, will forge partnerships within and across chapters and product areas to deliver customer-centric solutions.In our agile structure, this role will function both independently and as a manager of associates who are deployed to teams. The Chapter Leader hires and develops talent to deliver results by translating business objectives into actionable plans and solutions that deliver customer value. The Chapter Leader serves as a trusted business leader and consultant to Group Squad Leaders and Squad Leaders on cross product area business opportunities.Note: Fidelity is not providing immigration sponsorship for this position.<h3>The Expertise and Skills You Bring</h3><ul><li>Series 7 and 24 licensing to provide supervisory oversight of team is strongly preferred; willingness to obtain within 6 months of hire if not already licensed</li><li>8+ years in product management with experience across product development lifecycle – including business analysis and research, business process mapping, and the documentation of business requirements, user acceptance testing and product deployment</li><li>People leadership experience, with a consistent record in coaching, managing, agile, and analytical skills</li><li>Motivated by helping others succeed, experience leading and coaching teams, inspiring creativity and innovation, creating a culture of inclusion, experimentation, exploration, and continuous learning</li><li>Skilled at attracting, hiring, building and retaining a pool of diverse chapter members with the skills needed to deliver today and, in the future</li><li>Thrives connecting and influencing with all levels of the organization to drive change and favorable outcomes</li><li>Adept at developing a strong team that enables its members to work successfully, delivering value within the WI Delivery Model</li><li>Passionate about continuous learning with experience curating learning at scale to promote skill, career, and development growth for chapter members</li><li>Resourceful at navigating teams through organizational complexity in support of cross-domain and cross-product area work</li><li>Bachelor’s degree required</li></ul><h3>The Team</h3>The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 500 business professionals and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing.<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.

Fidelity Investments

Chapter Leader, Customer Solutions - Lifetime Financial Help

<h3>Job Description:</h3><h3>The Role</h3>The Client Relationships Group (CRG) is a division of Fidelity Institutional Wealth Management Services and is a leading provider of clearing and custody to registered investment advisors (RIAs), family offices, retirement recordkeepers, broker-dealer firms, banks and insurance companies. You will be part of a business that offers clients access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive. This role would specifically be in support of the Family Office Relationship Management team.Vice President Relationship Manager (RM) is entrusted to work with and develop key relationships with some of the largest and most complex Single-Family Offices (SFOs) and Wealthy Families (WFs) in the country.<h3>Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required. MBA preferred.</li><li>15+ years of financial services, proven experience with SFO/WF/RIA industry expertise a must.</li><li>15+ years of direct client and/or financial services experience in a Sales and/or Relationship Management function.</li><li>Deep understanding of the organizational structure of an SFO/WF/RIA – including service, technology, investment and back-office operations.</li><li>Experience in wealth management and/or investment management.</li><li>Series 7 and 63 licenses required.</li><li>Proven track record in building and handling relationships with demanding and complex clients, including with the highest level of decision makers.</li><li>Ability to set a strategic direction for clients which demonstrates ultimate ownership and accountability for the relationship.</li><li>Proven ability to be successful with clients and prospects in face-to-face meetings, virtual, phone based and/or email interactions.</li><li>Financial business analysis and/or consulting experience.</li><li>Experience with meeting the evolving needs of large family offices and the Ultra High Net Worth families that they serve.</li><li>Institutional brokerage operations experience.</li><li>Strong communication and listening skills, with ability to influence and proactively create client interactions.</li><li>Strong at multi-tasking, project management with utmost attention to detail.</li><li>Ability to identify and handle at risk situations and escalate where appropriate.</li><li>Interest in and an understanding of financial markets. Solid knowledge of both traditional and alternative asset classes.</li><li>Comfortable working independently including decision making.</li><li>Travel is required (35% on average) – most clients regionalized, but some national travel.</li><li>Ability to meet in-office requirements of the role / business unit.</li><li>Demonstrate the highest levels of engagement with the team and dedication to service.</li><li>Provide overall client accountability and book management of a sophisticated portfolio of clients.</li><li>Develop key strategic relationships with the principal decision makers of each client relationship.</li><li>Provide proactive consultations to senior individuals within each relationship by clearly prioritizing a strategic plan and objectives. Develop true partnerships by helping clients successfully lead and build their business while improving the business relationship.</li><li>Conduct comprehensive quarterly and/or annual relationship reviews. Fully understand and develop solutions for client needs by partnering with client service managers on resolutions for issues.</li><li>Stay knowledgeable of changes and trends in the marketplace acquired from clients, activities and industry research. Be an active contributor to our collective intelligence to better serve our clients and make recommendations for product/service improvements.</li><li>Grow assets under administration (AUA) and find opportunities to convert to assets under management (AUM) by working closely with sales and the investment teams. Work closely with the investment team to ensure execution of investment and product solutions.</li><li>Partner closely with specialists to accurately identify, plan, influence, and implement Fidelity solutions.</li><li>Establish and demonstrate value and differentiation from our competitors.</li><li>Responsible for documenting client activities, business opportunities, business risks, and all communications with clients in the CRM on a timely basis.</li><li>Partner with Sales to develop referrals from existing client relationships.</li></ul><h3>Note: Fidelity is not providing immigration sponsorship for this position</h3><h3>The Team</h3>There is alignment of Fidelity’s success with its client’s success. The VP of Relationship Management plays a critical role in helping clients execute upon their business strategies to grow their business and operate in a more efficient and scalable manner. Asset and revenue growth is also of strategic importance in the Family Office segment, so the ability to uncover and help capture opportunity is a critical aspect of this role.The base salary range for this position is $120,000 - $200,000 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 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Family Office Relationship Manager

<h3>Job Description:</h3>The RoleDo you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional technology delivery team? We are looking for a Vice President/Squad Leader of Digital Security Product Management who will blend product management, leadership, and planning expertise with a passion for delivering results.As an integral part of a Platform team, Squad Leaders contribute to the overall product area strategy as well as delivery of high-value features for Clearing &amp; Custody clients. In an Agile structure, you will partner with other Fidelity leaders to influence decisions, build integrated roadmaps, and guide the development of new features. You work with a cross-functional team to deliver digital account management capabilities for our Custody, Clearing, and Fidelity Family Office Services (FFOS) intermediaries and their clients. You will ensure alignment on the what and when through continuous planning and prioritization of a product backlog. Along with your squad(s), you work iteratively, innovating through testing and experimentation, learning from failures while celebrating success.Your responsibilities include:<ul><li>Communicating priorities and goals, motivating the delivery team through clear articulation of value and impact</li><li>Anticipating, discovering, and prioritizing client / partner needs</li><li>Defining, evaluating, and communicating results against acceptance criteria</li><li>Inspecting and evaluating progress, and removing impediments</li><li>Measuring performance against established objectives and KPI’s that deliver on agreed upon business, technology, and people results</li><li>Collaborating and coordinating with fellow Squad Leaders, Chapter Leaders, and Scrum Masters to enable associate growth, development, and learning</li><li>Making informed trade-off decisions to strike the right balance between scope, quality, cost, and timelines</li><li>Collaborating with dependent partners to align on delivery plans</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree in relevant field</li><li>10+ years of software delivery experience and/or product management</li><li>Proven experience delivering complex technical projects requiring collaboration and working across organizational boundaries</li><li>Ability to collaborate and influence across different levels of the organization</li><li>Ability to grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria</li><li>Proven capability of leading, influencing, and motivating colleagues without formal authority, with a track record of building hard-working teams</li><li>Supporting and enabling squad members to be effective, productive, and innovative</li><li>Contributing to multiple projects / initiatives at once</li><li>Agile experience preferred with knowledge of Jira and Jira Align</li><li>Platform Security experience a plus</li><li>Intellectually curious with a flexible attitude</li><li>Thrives in a fast-paced environment, high standards for performance with a continuous improvement approach</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamAs Vice President in the Platform Security and Governance product area within the IWMS Platform Data, Reporting, and Integrations domain, you will lead an agile squad delivering secure, scalable solutions for institutional clients. You will drive platform security and access capabilities, lead strategic integrations, and collaborate with Product Area Leaders, Squad Leaders, Chapter Leaders, and teams across business units to ensure alignment with enterprise objectives. You will define and execute the future-state vision for platform security, working with architects and cross-functional teams to assess market trends, manage risk, and incorporate client feedback. Regular engagement with clients will be essential to ensure solutions meet business needs and deliver measurable impact.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.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>Product Management

Vice President/Squad Leader, Digital Security Product Management

<h3>Job Description:</h3>The JobThe Tax-Exempt VP, Managing Director is a collaborative role providing strategic work and consulting to Higher Education, HealthCare and other non-profit organizations in order to help them enhance the value of their retirement program and ensure their satisfaction with Fidelity. The role requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office or Fidelity Regional Site. The position requires 50% travel. #REMOTEThe Expertise and Skills You Bring<ul><li>Bachelor’s Degree with 15+ years of industry experience</li><li>5+years confirmed ability to work directly with Institutional Clients and/or Participants</li><li>Series 7 &amp; 63 licenses required upfront</li><li>Ability to travel 60% mostly within East Coast region</li><li>Relationship Building , Consultative Selling , Conflict Resolution and Problem-Solving skills</li><li>Strong written and oral communication skills</li><li>Develops and maintain a strong network of business partners across Fidelity</li><li>Handles difficult client interactions for a complex book of business/client problems</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts</li><li>Influences and gains acceptance of ideas and suggestions from senior business executives</li><li>Drives client satisfaction and loyalty via Net Promoter Score</li><li>Develops a comprehensive relationship management strategy, including business planning,</li><li>Proactively educates and leads consultants in multi-vendor relationships to position for consolidation at Fidelity</li><li>Creates opportunities to diversify revenue via cross selling, Personalized Planning and Advice, Health Savings accounts, Self-Directed Brokerage, Health &amp; Welfare and Benefits Consulting opportunities</li><li>Holds Annual Business planning and service reviews to be sure we understand client's goals and objectives</li><li>Get things done!!</li></ul>Note: Fidelity will not provide immigration sponsorship for this positionThe TeamThe VP, Managing Director is a member of the Relationship Management team in Fidelity’s Tax-Exempt business which is provides Retirement Plan Services to Non-Profit Organizations. Primary goals include protecting the Fidelity brand name, retention, and revenue generation. This role maintains and builds the highest-level client relationships with key decision makers, influencers and C- suite committee members. The VP handles a Book-of-Business which consists of 7-10 Strategic clients totaling more than $10B in assets. The Fidelity line of business is primarily Retirement but can include additional products and services. The role also leads an internal team of service-based associates and partners across the organization to solve client problems and create solutions..The base salary range for this position is $120,000 - $200,000 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 63 - FINRA<h3>Category:</h3>Relationship Management

VP, Managing Director - Tax- Exempt Market - REMOTE - EAST COAST

<h3>Job Description:</h3>Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry. The Role The Director, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful director will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class. The Expertise and Skills You Bring <ul><li>Bachelor’s degree or equivalent </li></ul><ul><li>10+ years of compliance, risk, and/or regulatory experience in the financial services industry </li></ul><ul><li>Experience supporting alternative investment products and/or private funds (preferred, not required) </li></ul><ul><li>Strong understanding of the federal securities laws including the Investment Advisers Act of 1940 </li></ul><ul><li>Strong analytical and problem-solving skills with an ability to understand complex issues and regulatory requirements and to provide clear and concise point of view in written and verbal communications, including to senior management </li></ul><ul><li>Drive to evaluate opportunities for improvements in process through technology solutions </li></ul><ul><li>Strong organizational skills and attention to detail, with a proven ability to succeed in a fast-paced environment </li></ul>The Team supports various aspects of Fidelity’s overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards. The base salary range for this position is $103,000-211,000 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>Compliance

Director, Asset Management Compliance

<h3>Job Description:</h3><h3>Critical Events Management - Event &amp; Incident Manager</h3>The Event &amp; Incident Manager role is responsible for all aspects of event analysis including investigation, following the protocol for incident management, documenting an incident and event correlation while working with all business partners to ensure timely response and detailed communication and documentation.<h3>The Expertise And Skills You Have</h3><ul><li>BA/BS degree in Business/IT or equivalent experience</li><li>Proven experience in business continuity, disaster recovery and/or risk management subject area</li><li>Preferred Certifications: CBCP (Certified Business Continuity Professional) or ABCP (Associate Business Continuity Professional)</li><li>Works with a sense of urgency responding to incidents and following processes</li><li>Strong problem-solving and analytical skills</li><li>Strong interpersonal skills</li><li>Excellent written and verbal communication skills</li><li>Works independently while balancing multiple priorities</li><li>Ability to collaborate well within the team and with business partners</li></ul><h3>The Team</h3>Critical Events Management is responsible for setting polices, providing mentorship, oversight, and supporting the demonstration of resiliency capabilities by applicable operational teams. We also collaborate across the firm to define resiliency outcomes, and provide management reporting that identify resiliency capabilities, risk exposures, gaps, and mitigation in accordance with the goals and objectives of Fidelity. In addition, we will support and enable resiliency responses during periodic test and in actual event and outage conditions that serve to protect Fidelity Associates, Clients, Assets, and Revenue while meeting defined/applicable compliance requirements.<h3>Certifications:</h3><h3>Category:</h3>RiskMost 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.

Manager, Risk Operations

<h3>Job Description:</h3>Please Note: We are unable to provide Visa Sponsorship for this roleThe RoleFidelity Tax-Exempt Market’s (TEM) Product and Strategy Product Area is seeking an ambitious, client-obsessed team member who has a strong history of strategic planning and portfolio management. An associate who enjoys working collaboratively with others across the enterprise and who can inform decision-making and identify opportunities to deliver against key strategic initiatives critical to the long-term success of the TEM organization.The role will require one to:<ul><li>Build effective business cases against lookahead efforts, inclusive of competitive implications, revenue and expense modeling, and/or understanding of key internal business priorities to identify and develop opportunities.</li><li>Develop TEM strategies and communicate them effectively to the teams responsible for developing and executing against them, including TEM Senior Leadership and key business stakeholders.</li><li>Effectively program manage to pull together information across a diverse set of individuals and teams, articulate the full story across multiple streams of work, and influence the prioritization of products/offerings/initiatives to ensure that TEM and its partners are delivering the most impactful work for our business.</li><li>Be curious and have a passion for the TEM business and its participants (mission-driven individuals in the Healthcare, Higher Education, or other skilled professions and non-profits) and the unique business opportunities they present.</li><li>Enjoy leading change and have a record of building strong working relationships with interpersonal skills, empathy, adaptability, and emotional intelligence.</li><li>Be a self-starter who is comfortable operating independently when needed.</li></ul>The Expertise and Skills You Bring <ul><li>Ability to be a strategic thought partner, using data and insights to help develop strategies to support senior leadership and business partner decision making.</li><li>Ability to balance big picture thinking about our market and industry with a get it done, execution-oriented attitude.</li><li>Keep a pulse on the market (e.g., Healthcare and Higher Education) to maintain knowledge of customer expectations, industry dynamics, and competitive trends.</li><li>Synthesize complex data from multiple, disparate sources and present analyses, relevant insights, and themes in a simple/clear way.</li><li>Oversee complex programs by tracking the status, dependencies, priority, and progress of that work, escalating items where necessary to leadership.</li><li>Ability to build credibility and trust with partners and stakeholders across the enterprise and influence without authority.</li><li>Excellent written &amp; oral communication skills and organizational skills</li></ul>Knowledge/Industry Experience<ul><li>Bachelor’s degree or equivalent with 10+ years functional experience, with focus on business strategy and/or program management.</li></ul>The TeamThe TEM Product Area sits within the broader TEM organization and is a collaborative and dedicated team of passionate learners. This diverse group of business strategists, product specialists, and technologists is focused on exploring opportunities for Fidelity’s Tax-Exempt Market with senior-level visibility and support.<ul><li>TEM provides retirement plan services to plan sponsors and their employees at not-for-profit organizations (e.g., healthcare systems, colleges &amp; universities).</li><li>Our dedicated business unit includes client-facing associates (e.g., Relationship Managers, Communications Consultants, Financial Planners), strategy &amp; analytics teams, and product developers.</li><li>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</li><li>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 manger to understand the potential impact to your registrations before a final hiring decision is made.</li></ul>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>Business Strategy

Director, TEM Product and Strategy

<h3>Job Description:</h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with 850+ clients and 2.9+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The Stock Plan Services Product and Platform Domain exists to focus and deliver world class equity plan administration capabilities of behalf of our Stock Plan Clients and digital experiences for their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul> As the VP, SPS Modernization Program Lead, you will own the successful delivery of the SPS Modernization portfolio in partnership with the delivery teams and partners. The SPS business has a multi-year journey of transformation ahead of us. In this role you will be responsible for leading a team and a multi-year large scale platform modernization. This will require you as a leader to thrive in an environment of leading large complex change and commitment to iterative in delivering high impact. To succeed, you will blend broad product and delivery expertise with an obsession for delivering business partner and/or customer value.You will help set the product vision, strategy and roadmap for the portfolio priorities and drive planning and alignment across the Product Areas and respective partners. You will own oversight of project engagements across the domain and provide strategic inputs into organizational alignment and initiative definition associated with the work to ensure successful delivery. You will ensure continued alignment and prioritization in the work being delivered across Product Areas throughout the quarter and aligned to the 5-year plan. As a leader, you will empower these teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making while also playing a supportive role in identifying structural questions that hinder success. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. You will focus on looking at “what’s next” and formulating a strategic point of view as we develop our multi-year roadmap, while also assisting with the intake of new initiative requests and driving the most important initiatives with execution discipline. In an agile structure, you will partner with and enable a group of Product Areas, Chapter Leaders, and COEs around strategic goals, business partner or customer experiences, products or product sets, or platforms.The Expertise You Have <ul><li>Bachelor’s Degree required; MBA preferred</li><li>15+ years of work experience</li><li>Agile Leadership Experience</li><li>Proven track record executing large complex programs across multiple, cross-functional teams across various products, customer segments, and technology platforms</li><li>Expert at synthesizing program status and ability to tell the story to Executive and senior (C-suite) internal and external customers and partners</li><li>Fluency partnering with technology on program execution and defining and leading sophisticated products and programs within the domain and across the business</li><li>Financial services experience, with brokerage experience a plus</li></ul>The Skills You Bring <ul><li>Experienced and inspirational people leader, skilled at setting objectives and critical success metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results.</li><li>Evaluate and respond to capacity needs and ensure access to and the best utilization of resources through alignment of ongoing prioritization, structure of forums and planning routines that enable our portfolio discipline.</li><li>Innovative, forward-thinker who quickly understands the context, comfortable challenging the status quo and making tough decisions.</li><li>Dynamic and inspiring Agile leader with a proven record of developing a strong culture and focusing on the development of a tenured team of professionals.</li><li>Proactively collaborating with and influencing the SPSNQ Leadership Team, other Domain, Product Area and Chapter Area leaders, WI Strategy &amp; Planning, COE, and Team leaders to understand and align to the needs of customers and business partners.</li><li>Contribute strategic updates for high-priority deliverables, such as executive presentations, regulatory updates, and client communications.</li><li>Executive level experience leading the development of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization</li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the firm</li><li>Passion for developing associates while attracting and retaining hard-working individuals and teams with a proven commitment to diversity and inclusion.</li><li>Experienced and inspirational people leader, skilled at setting objectives and critical success metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results. </li><li>Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients.</li></ul>The Value You Deliver <ul><li>Focused on both leading and driving the long-term execution for SPS Modernization.</li><li>Tenured leader to manage a team responsible for delivering quality solutions throughout the Product Development lifecycle as part of Fidelity’s highest critical initiatives.</li><li>Advancing and enabling a portfolio oversight and integration organization by having a deep SME of the SPS product and strong execution experience to support teams in oversight of our portfolio against goals.</li><li>Proactively partnering with the SPS Leadership Team, Product Domain, Chapter Area, COE, and Team leaders to:<ul><li>Understand the needs of customers and business partners</li><li>Establish objectives and critical metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results</li><li>Develop technology roadmaps, to drive consistency in use of platforms and APIs to minimize duplication and manage IT costs</li><li>Evaluate capacity needs and ensure access to and the best utilization of resources through alignment of ongoing prioritization, evolution of the domain mission and customer sentiment and feedback</li><li>Remove impediments to delivering on strategic priorities and value</li><li>Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities</li><li>Sharing relevant insights, knowledge, and developments across the Domain</li></ul></li><li>Encouraging continuous learning and development, a growth attitude and increased skill proficiency</li></ul>The base salary range for this position is $125,000-258,000 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

Vice President, Program Management - Stock Plan Services

<h3>Job Description:</h3>The RoleThe Asset Management Risk team is responsible for risk management of the Asset Management business. AM Risk is responsible for proactively identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:<ul><li>Reporting on significant and emerging risks to assist management in improving their controls and processes</li><li>Program management of risk programs like Sarbanes Oxley Certifications, Records management, Risk Assessment tracking</li><li>Analyze data and controls to identify and measure risks</li><li>Use data visualization tools to develop risk management reporting</li><li>Assist in collecting, cleaning, and analyzing data from various sources to identify trends and patterns</li><li>Create visualizations and reports to present findings to stakeholders</li><li>Collaborate with cross-functional teams to understand their data needs and provide actionable insights</li><li>Help maintain and improve data quality and integrity</li><li>Participate in team meetings and contribute to data strategy discussions</li></ul>The Expertise You Bring<ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>3-5 years of Risk Management experience or relevant program management experience</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Knowledge of financial markets and products</li><li>Excellent interpersonal, verbal and written communication skills</li></ul>The Skills You Bring<ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul>The TeamAsset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. Note: Fidelity is not providing immigration sponsorship for this positionThe 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>Risk

Risk Manager, Asset Management Operations

<h3>Job Description:</h3>The RoleThe Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Senior Manager, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.Key responsibilities will include:<ul><li>Provide independent risk oversight and challenge to 1st line fraud and operational functions.</li><li>Coordinate fraud risk incident management, including assuring end-to-end risk remediation.</li><li>Develop overall policies related to fraud risk management.</li><li>Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.</li><li>Fraud risk advisory support in the development of new products, services, and key business projects.</li><li>Conduct risk assessments and control testing / validation.</li></ul>The Expertise and Skills You BringKey experience and expertise factors:<ul><li>Preferred is at least 7+ years of industry experience in roles such as Fraud Management, Operational Risk Management, or Business / Operational roles with a Fraud / Risk Management component at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies</li><li>Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.</li><li>Experiences in development of risk management policies, standards, and frameworks.</li><li>Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.</li><li>Project management skills preferred.</li><li>Excellent social skills including succinct written and verbal communication.</li><li>Ability to build and maintain collaborative working relationships with partner teams.</li></ul>The TeamThe Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.Note: Fidelity is not providing immigration sponsorship for this positionThe 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>Risk

25 Project Management / Professional Services Jobs in Rhode Island