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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Registered Principal associate (RP) reviews outbound communication and marketing materials to ensure compliance with applicable laws, rules and regulations and Fidelity policies. The RP is responsible for executing timely review and identification of any non-compliant materials and consulting with compliance and content owners to ensure complaint communications are distributed to customers.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Series 7, 63, 24 required</p></li><li><p>4-year college degree preferred</p></li><li><p>Directly related experience including communications, marketing or compliance experience preferred</p></li><li><p>Knowledge of ERISA, IRS/DOL, FINRA and SEC regulations, plan design, communication and operational procedures</p></li><li><p>Strong ability to understand and communicate sophisticated regulatory requirements</p></li><li><p>Effective communicator who is skilled at interactions with employees at all levels</p></li><li><p>Ability to multi-task and prioritize work according to changing deliverables</p></li><li><p>Ability to identify potential risks and issues and use good judgement to raise concerns</p></li><li><p>High level of personal integrity and professionalism</p></li></ul><p><strong>The Team</strong></p><p>We support Fidelity’s 401k plan sponsors in the creation and distribution of Fidelity’s participant programs and delivery of communication and education. You will work internally with key business partners like Communications Consultants, Communications Project Managers, Marketing, and Compliance to ensure all distributed communications comply with applicable laws, rules and regulations and Fidelity policies.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Compliance<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Compliance Advisor

<h3>Job Description:</h3><p><strong>DIRECTOR, GROWTH STRATEGY </strong></p><p>Fidelity’s Emerging Business unit solves some of America’s most pressing issues head on. Whether it is helping people with their student debt or reinventing retirement – we work with employers and employees to make the most out of company benefits. Seated within Fidelity’s Workplace Investing business unit, our team is uniquely positioned to use the company’s depth of experience as the nation’s leader in workplace benefits, while blazing our own trail to serve customers in new ways and find new revenue growth.</p><p>We are looking for a dynamic, motivated<strong> Director, Growth Strategy </strong>to join our Student Debt Product Area. You will work across product, marketing, and sales to own our go-to-market strategy from end-to-end to achieve growth objectives for our market-leading Student Debt offerings. You will deliver measurable growth results by keeping up with student debt industry trends, positioning our product’s many advantages to the market, and articulating strategic vision to partners and executives. If you thrive in a fast-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you.</p><p><br><strong>The Expertise You Have</strong></p><ul><li>10+ years of go-to-market, startup strategy, or product experience</li><li>History of growing a new product, brand, or business in B2B environments</li><li>History of leading cross-partner solutions in the face of ambiguity</li><li>History of analyzing data to communicate a product’s value proposition</li><li>History of evangelizing narratives and driving projects forward through rallying teammates to action</li></ul><p><strong>The Skills You’ll Use</strong></p><ul><li>Ability to develop and implement go-to-market strategies that deliver measurable results</li><li>Ability to bring together multi-functional partners to achieve common goals</li><li>Ability to craft compelling data-driven narratives across various levels of stakeholders</li><li>Ability to change governance processes that need to evolve as products scale</li><li>Desire to join an accountable, multifaceted, and collaborative team of growth strategists, marketers, salespeople, and product leaders. You’ll put your stamp on our business while also learning from your skilled teammates.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Director, Growth Strategy

<h3>Job Description:</h3><h3><strong>Job Description:</strong></h3><h3>The Director, Project Management &amp; Strategic Initiatives will lead strategic and program management support for key AM &amp; Compliance, Risk &amp; Business Operations (CRBO) initiatives.</h3><h3><strong>Primary Responsibilities:</strong></h3><h3>This role is well-suited for someone who thrives in a dynamic, unpredictable environment. You’ll enjoy this position if you’re energized by being part of a hardworking, fun loving, creative, and collaborative team that loves to meet and support its business partners’ needs &amp; solutions.</h3><h3><strong>Expertise we are looking for:</strong></h3><ul><li><h3>7-10 years work experience in financial services organizations.</h3></li><li><h3>MBA or other advanced degree is preferred.</h3></li><li><h3>Excellent project management skills, top tier consulting experience is a plus.</h3></li><li><h3>Superb work ethic, attention to detail, team orientation, and commitment to excellence.</h3></li><li><h3>Proven track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives (not IT implementations).</h3></li><li><h3>Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders.</h3></li><li><h3>Flexibility and the skill to both lead and contribute to teams are musts.</h3></li><li><h3>Exceptional analytical, communication, conceptual thinking, problem-solving capabilities.</h3></li><li><h3>Applicants must have exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities.</h3></li></ul><ul><li><h3>Ability to thrive in a fast-paced work environment and simultaneously managing several programs using program management best practices.</h3></li><li><h3>Understanding of the asset management industry is a plus.</h3></li></ul><h3><strong>The ideal candidate:</strong></h3><ul><li><h3>Will have a high degree of executive presence and professionalism.</h3></li><li><h3>Will work on a wide array of cross-functional projects across multiple business units.</h3></li><li><h3>Will need to successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.</h3></li><li><h3>Is a quick learner, able to develop an understanding of the complex subject areas he or she is supporting to then deliver the strategic support needed by the business partner</h3></li><li><h3>The successful candidate will also need to be skilled in synthesizing complex ideas into easy-to-understand executive / presentation materials - including delivery of executive-level presentations to senior management.</h3></li><li><h3>The candidate needs to be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.</h3></li><li><h3>Should be able to work collectively and collaboratively with the team, business partners and/or Fidelity senior leadership team to ensure service delivery &amp; satisfaction.</h3></li></ul><h3><strong>The Skills &amp; Knowledge You Bring:</strong></h3><ul><li><h3>You have exceptional project management and organizational skills that allow you manage deliverables, constantly re-prioritize, and ultimately meet deadlines with high quality work</h3></li><li><h3>You exhibit strong collaboration and networking skills that cultivates internal influence and being a trusted business partner</h3></li><li><h3>You are proficient in Microsoft Office suite–Word, Excel, PowerPoint and can use your PowerPoints and presentation skills to influence outcomes at executive interactions</h3></li><li><h3>You embrace a wide variety of work and are flexible-- from the ability to support administrative functions to executive interactions to make the project successful</h3></li><li><h3>You have excellent communications skills, including the ability to influence executive leadership through personal interactions as well as the creation and delivery of presentations.</h3></li><li><h3>You bring proven program and project management experience, including strategy, organizational design, change management, and business transformation.</h3></li><li><h3>You can understand complex business problems, synthesize information, analyze, and research data, and develop and / or implement practical solutions and recommendations.</h3></li><li><h3>You are able to build relationships with peers and executives in a variety of capacities</h3></li><li><h3>You can balance strategic thinking with practical implementation and can help influence the outcome</h3></li></ul><h3>The broader Business Management &amp; Strategy team provides operational and strategic support across the Compliance, Risk &amp; Business Operations (CRBO) functions, a part of the broader Asset Management (AM) organization in the areas of:</h3><h3>Business Management, including the aggregation and collection of Objectives &amp; Key Performance Indicators (OKPIs) The establishment, implementation, and execution of a robust communication strategy Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team Technology product support for the CRBO technology portfolio; and Strategic initiatives, project &amp; program management support for key AM &amp; CRBO initiatives.</h3><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Director, Project Management & Strategic Initiatives

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As Digital Solutions analysts, we partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences.</p><p>As a Principal Analyst, you will:</p><ul><li>Collaborate with and build relationships across multi-functional teams, including analytics, artificial intelligence, technology, product, and marketing teams, to ensure successful delivery of new initiatives and continuous measurement of outcomes.</li><li>Support delivering initiatives, including AI/ML models, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.</li><li>Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.</li><li>Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.</li><li>Stay updated with industry trends in customer experience and personalization.</li></ul><p><strong>Expertise and Skills</strong></p><ul><li>Bachelor’s degree or equivalent in computer science, data science, mathematics, or a similar field.</li><li>Experience working with related teams, preferably within the financial services industry.</li><li>Excellent problem-solving skills and attention to detail.</li><li>Ability to communicate and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.</li><li>Exposure to artificial intelligence / machine learning techniques is a plus.</li></ul><p><strong>The Team</strong></p><p>As Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.</p><p>This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.</p><p>As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Principal Business Analyst, Digital Solutions (Personalization)

<h3>Job Description:</h3><p><strong>The Role</strong><br>Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! </p><p><br><strong>What to expect… </strong><br>As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a></p><p><br><strong>2. Skill Development </strong><br>In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.</p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> </p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Customer Relationship Advocate Career Development Experience- Smithfield, RI

<br><strong>Delivery Consultant</strong><br><strong>The Role</strong><br> As a Workplace Investing (WI) Delivery Consultant, you blend a passion for delivering value to customers with an emphasis on continuous improvement within the WI Delivery System.&nbsp; You will do this through coaching, supporting, and guiding leaders to optimize their approach to product development. You will act as a change agent, facilitator, and product lifecycle subject matter expert creating a solid foundation for achievement of business goals.&nbsp;<br><strong>Key Responsibilities Include</strong><ul><li>Coach and support WI leaders as they continue to evolve their understanding of how to maximize effectiveness of the WI Delivery System across their areas of accountability. </li><li>Look holistically across the system, bring together critical partners, and establish routines to foster outcome-centered collaborative ways of working. </li><li>Assess existing delivery systems to identify gaps, inefficiencies and areas for improvement and guide those responsible to implementing changes. </li><li>Streamline workflows and delivery processes to ensure speed, accuracy and reliability. </li><li>Evaluate and recommend delivery-related tools . </li><li>Identify and improve metrics to measure effectiveness of the delivery system. </li><li>Work with Program Managers, operations teams and other stakeholders to align the delivery system with business goals. </li><li>Stay updated with industry trends, technologies and best practices in delivery systems and logistics. </li><li>Drive innovation and propose new methods to optimize product delivery operations. </li></ul><p> &nbsp;<br> The <strong>Expertise and Skills You Bring</strong></p><ul><li>8+ years of experience in delivery system design, process improvement, or operations </li><li>Expertise in the product management lifecycle </li><li>Knowledge of process improvement methodologies and Scaled Delivery Frameworks (Lean, Agile, Six Sigma, Scrum@Scale, SAFe, LeSS, etc.) </li><li>Track record of successfully championing adoption and consistent use of delivery practices, tools and data for strategic planning, prioritization, and managing the work (e.g., Jira Align, Jira, Miro, Power BI, etc.) </li><li>Proven strategic, analytical, and problem-solving skills </li><li>Experience coaching and mentoring leaders at various levels </li><li>Take a continuous improvement approach </li><li>Ability to be flexible in approach and share innovative and creative thinking as you mentor leaders through solving problems to deliver increased value </li><li>Approach work with curiosity and model a culture of continuous learning, mentoring </li><li>Financial services experience preferred </li></ul><p> &nbsp;<br><strong>&nbsp;The Team</strong><br> The Delivery Enablement office supports the Workplace Investing (WI) business unit through maximizing the effectiveness and efficiency of the WI Delivery System.&nbsp; We do this through utilizing a standard delivery model that enables common language, consistency of practice, and adoption to change.&nbsp; Our office includes delivery consultants, executive coaches, and change management leads and supports programs and products and services within WI and Fidelity Healthcare group.<br> Company Overview<br> At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!&nbsp; We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.&nbsp; Fidelity Investments is an equal opportunity employer.<br> Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</p><h4><strong>Company Overview</strong></h4><p>&nbsp;<br>Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com(opens in a new tab).<br><em>We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</em><br><em>Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at </em><em>HR@ ftsjobs.com</em><em>.</em></p><h4><strong>Information about Fidelity Investments</strong></h4><p>At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: <em>to strengthen the financial well-being of our clients</em>. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com(opens in a new tab).</p><p>Fidelity’s hybrid working model&nbsp;(opens in a new tab)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.</p><p>Fidelity Investments and Fidelity TalentSource are equal opportunity employers.</p>

Fidelity TalentSource

Delivery Consultant

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Personal Investing’s Tax-Exempt (TEM) Domain is seeking an ambitious leader with a passion for engaging partners across both Personal and Workplace (PW) Investing to pioneer a new suite of offerings critical to growing TEM’s market share and improve our competitive positioning now and in the future. You will be a member of the TEM Product and Strategy group, and specifically the TEM Core commercialization team, building new offerings for non-profit clients &lt;$100M in assets. You will bring deep market and industry knowledge to understand customer expectations, changes in markets and competitors. You will be responsible for leading the vision and development of the offering roadmap to 'unlock' more of the market opportunity, proactively identifying product, service model, legal, and technology requirements to create scale. You will consult with business unit leaders from across PW to validate these requirements, test and refine the solution, and launch this solution into the TEM Core market.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Lead visioning, development, go-to-market plans for future TEM Core offerings</li><li>Oversee complex product builds by tracking the status, dependencies, priority, and progress of that work, escalating items where necessary to leadership </li><li>Evaluate our market, sub-industries, and client pipeline through demonstrated financial modeling and data analysis skills to identify untapped opportunities</li><li>Synthesize complex data from multiple, disparate sources and present analysis, relevant insights, and themes in a simple/clear way</li><li>Demonstrate the ability to balance big picture thinking about our market and industry with a get it done, execution-oriented can-do attitude</li><li>Demonstrate consulting capability to build credibility and trust with diverse partners and influence without authority</li><li>Understands and regularly responds to feedback</li><li>Significant business understanding of the firm and strong working knowledge of agile practices, excellent written and oral communication</li><li>Bachelor’s degree or equivalent with 10+ years of experience</li></ul><h3><br><strong>The Team</strong></h3><p>TEM provides retirement plan services to benefits leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges &amp; universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developers.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Director, TEM Product and Strategy

<h3>Job Description:</h3><p>In this role you will develop strong relationships with institutional clients and build internal working relationships with Fidelity personnel in support of existing and new business contract negotiation.</p><p><strong>The Team</strong></p><p>This role sits within the Sales organization in Workplace Investing. We work with prospects and existing clients through the sales process, renewal process, and during significant contractual changes during their relationship with Fidelity. Our group helps ensure that our prospects and clients have a positive, collaborative experience during the contracting process with Fidelity.</p><p><strong>The Expertise You Have</strong></p><ul><li>College degree preferred</li><li>10+ years of Relationship Management, Client Service, Implementation Project Management experience; preferably within Retirement/401K/Benefits industry.</li><li>FINRA SIE, Series 7, and 63 required; may be obtained in role</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Extensive benefits/outsourcing experience with a strong knowledge of Fidelity contract provisions</li><li>Understanding of exception management processes and overall contract negotiation strategy/techniques</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal and external executives</li><li>Proven capability to deliver to tight timeframes and be successful in fast moving environments</li><li>Outstanding oral and written presentation skills</li><li>Strong communication and facilitation skills with ability to describe and solve complex issues using clear, simple terms</li><li>Outstanding meeting facilitation and management skills</li><li>Maintains a solid working knowledge or understanding of the Fidelity organization and Fidelity’s vast array of products, services, business solutions and structure</li><li>Comprehensive project management skills</li><li>Strong attention to detail and organizational skills</li><li>Flexibility and positive Team attitude</li><li>Product domain knowledge and expertise (e.g., Defined Contribution, Defined Benefit, Health and Welfare) </li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Serving as the primary point of contact, both internally and externally, to manage business negotiations and contract processes with clients, external search consultants, procurement, and legal counsel</li><li>Responsible for oversight of the contract process for new business and renewals, ensuring completion within required deadlines</li><li>Strategize with Managing Director (MD) on client renewal and with Account Executives (AE) on new sales opportunities</li><li>Initiating and facilitate renewal kick-off meetings to confirm renewal timeline, strategy, deliverables, and business owners</li><li>Consulting with the Sales team, Rebid team, or Managing Director in the development of business issue contract documentation</li><li>Working collaboratively with clients, Fidelity Contracts Team and internal business partners during contract negotiations in order to develop creative, flexible and integrated contract solutions in support of relationship management goals.</li><li>Mitigate contractual risk to the firm while maintaining overall client satisfaction with contracting process</li><li>Overall responsibility for the development, negotiation and final business documentation for the contract Agreement between Fidelity and our customers</li><li>Seeking solutions for service delivery &amp; performance guarantees based on client requests during the contract process</li><li>Understanding of Fidelity pricing models and fee levers</li><li>Facilitating debrief meeting with stakeholders (formal hand-off to the team)</li><li>Responsible for all contract deal tracking and reporting within Salesforce</li><li>Ensuring contract decisions are supported by standard or approved exceptions for service model, SLAs, pricing, and terms</li><li>Overall responsibility for resolving business related issues throughout the negotiation process</li><li>Overall responsibility for the development, negotiation and final business documentation for the contract</li><li>Managing the escalation process</li><li>Providing periodic updates on relevant topics and contract trends to senior management. </li><li>Identify areas for contract process improvement or redesign and work to implement changes. </li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Vice President, Business Contracts

<h3>Job Description:</h3><h3><strong>The Role </strong></h3><p>As a Scrum Master, you will play a crucial role in optimizing the delivery of high value products and services to our customers. You will work directly on scrum teams to implement and improve delivery practices, foster collaboration, and drive continuous improvement. In this role, you will help support the formation of a new team building a new product offering. As the product grows, you will help form and support one or more new squads and collaborate with technology leaders to implement effective scaling practices.</p><p>Key responsibilities include:</p><ul><li><strong>PROCESS &amp; FLOW </strong>– Advise on process to optimize flow and expedite delivery of value by the squad(s).</li><li><strong>SCALING &amp; DEPENDENCIES</strong> – Optimize delivery of complex initiatives by advising on scaling techniques and organizing teams around the workstream(s).</li><li><strong>RELEASE MANAGEMENT</strong> – Enable the team(s) to release with confidence and in support of a positive client experience.</li><li><strong>BUSINESS ACUMEN</strong> – Develop a clear understanding of the products/services owned by the team and ensure that work is aligned with business strategy.</li><li><strong>DATA</strong> – Ensures the team’s data is correct, complete, and complaint so it can be used to make data-driven decisions.</li><li><strong>TOOLS</strong> – Achieve proficiency in the use of the Fidelity tools and reporting ecosystem and encourage / teach others to be.</li><li><strong>TEAM DYNAMICS</strong> – Enables healthy team dynamics through trusted partnerships and conflict resolution.</li><li><strong>LEADERSHIP </strong>– Earn a seat at the leadership table by being a valued consultant for dealing with complex problems.</li></ul><p><br> </p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree or equivalent experience.</li><li>5+ years of experience in a dedicated Scrum Master role.</li><li>Advanced Scrum certifications (e.g. A-CSM, PSM-II).</li><li>Deep expertise in multiple agile methodologies and scaling frameworks.</li><li>Proven track record of successfully implementing agile at scale.</li><li>Strong leadership skills and ability to influence.</li><li>Advanced knowledge of agile software development practices.</li><li>Experience with organizational change management.</li><li>Expertise in agile metrics and data-driven decision-making.</li><li>Excellent problem-solving and conflict-resolution skills at both team and organizational levels.</li><li>Excellent problem-solving and conflict-resolution skills at both team and organizational levels.</li></ul><h3><strong>The Team</strong></h3><p>You will be part of a dynamic team that builds and supports a wide array of best-in-class trading and operational platforms developed in partnership with the OSG Client Services team. Our team is innovative, diverse, passionate, self-driven and customer obsessed.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Scrum Master - Fidelity Institutional Technology

<h3>Job Description:</h3><p><strong>Consultant Relations – Senior, Relationship Manager</strong></p><p><br>Drive AUM growth by elevating our asset management brand and marketing Fidelity's investment management capabilities to institutional investment consultants. Create and execute strategic business plans that drive sales and retention activities. Develop and enhance existing consultant relationships and forge new ones. Influence internal product development and commercial messaging by bringing external market feedback back into the organization.</p><p><br><strong>Job Description</strong></p><p><br>As a Consultant Relations – Senior, Relationship Manager, you will cultivate partnerships with the research teams and field offices of investment consultants to elevate Fidelity’s institutional brand and develop conviction in our range of traditional and alternative investing capabilities. Your coverage remit will include both the research groups and field offices of global, national, and regional consultants. Ideal candidates will have established relationships with these consultants and a background in selling or covering strategies in both traditional and alternative assets classes. Your engagement with consultants should be driven by a clear sense of mutually beneficial outcomes and you should have a history of identifying new growth opportunities. </p><p><br>A successful candidate will:</p><ul><li>Develop engagement strategies for consultants under their purview, outlining growth opportunities for our broad range of investment capabilities and identifying gating issues that need to be addressed to develop and/or deepen relationships with consultants</li></ul><ul><li>Work with our Investment Portfolio Managers and sales teams to define prospect targets, understand pricing structures and outline current product structures for different client types</li></ul><ul><li>Have a deep understanding of industry competitive dynamics and how to develop and articulate compelling value propositions for investment strategies</li></ul><ul><li>Lead the process for consultants’ review and underwriting of Fidelity strategies including the coordination of RFP responses, due diligence meetings, investment reviews, etc.</li></ul><ul><li>Serve as an internal spokesperson and proponent for consultants under your purview; provide consultant feedback to internal partners</li></ul><ul><li>Develop opportunities for thought leadership content creation and distribution including partnering with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases</li></ul><ul><li>Collaborate with marketing and sales to sponsor consultant focused events such as roundtable discussions, webinars, and conferences</li></ul><p><strong>The Expertise and Skills You Bring:</strong></p><ul><li>10+ years working with institutional investment consultants and/or experience working with alternatives in product development, relationship management or sales</li></ul><ul><li>Outstanding partnership skills and ability to collaborate effectively with internal stakeholders such as portfolio managers, product development teams, senior management, legal and compliance, and various channel sales teams</li></ul><ul><li>High investment knowledge at both asset class and strategy level with ability to articulate use cases for both. Keen understanding of the differences in investment objectives of various asset owner segments e.g., corporate DB and DC, endowments &amp; foundations, Taft Hartley, public funds, insurance, etc.</li></ul><ul><li>Demonstrated record of engaging with senior level consultants and researchers on strategic investment and/or market-related topics. Ability to articulate complex investment concepts and strategies to clients</li><li>Firm grasp of trends impacting institutional markets and understanding of how these trends affect asset managers.</li><li>Working knowledge of investment manager competitive landscape with ability to recognize and articulate the value proposition of an organization's people, business model, strategies, etc.</li><li>Experience in the private markets industry, including hedge funds, real estate, private credit, and liquid alternatives a plus</li></ul><ul><li>Bachelor’s Degree required; MBA and/or CFA strongly desired</li></ul><ul><li>Series 7 and 63</li></ul><p><strong>The Team</strong></p><p><br>The Investment Consultant Relations (CR) group sits within Fidelity Institutional, which is a business unit dedicated to the distribution of Fidelity’s equity, fixed-income, alternatives, high-income and global asset allocation investment capabilities to institutional channels. This role joins a team of 13 seasoned relationship managers and analysts dedicated to the investment consultant channel. CR is responsible for all consultant interactions, ratings development, and support of Fidelity investment product for institutional. RMs work across the Fidelity enterprise with client relationship managers and business development professionals in multiple market segments.</p>The base salary range for this position is $124,000-$262,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Consulting

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