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<h3>Job Description:</h3>The Role As key members of the Wealth Management and Advisory team we are responsible for partnering with distribution partners to develop, implement and support the diverse set of investment solutions to Fidelity Institutional intermediary clients. We are fortunate to contribute to Fidelity’s rapidly growing advice business and capabilities with focus on advice solutions offered to advisors, home offices, and family offices through managed offerings including model portfolios, separately managed accounts, unified managed accounts and technology capabilities and tools. This role will be responsible for supporting the development and management of Fidelity’s FMAX platform. The Director, Managed Platform Product Manager will support the implementation and ongoing support of Fidelity Institutional’s FMAX offerings with the following core responsibilities: <ul><li>Demonstrates deep institutional knowledge of the Envestnet UMP platform to support FMAX and MAS. </li></ul><ul><li>Manage and resolve inquiries related to managed platforms received via email and Microsoft Teams, ensuring timely and effective support. </li></ul><ul><li>Participate in product lifecycle process design and requirements definition to deliver on FMAX product roadmap </li></ul><ul><li>Resource for FMAX subject matter expertise and product oversight, product policies, and business acceptance. </li></ul><ul><li>Provide overall product management support for FMAX and drive resolution of client experience issues, business risks and process impediments </li></ul><ul><li>Engage in data/information gathering and analysis to inform FMAX product strategy and product development activities. </li></ul><ul><li>Liaison to distribution partners to gather feedback and provide support for an enhanced client experience </li></ul><ul><li>Communicate investment philosophy, process, resources and results to internal partners and will work closely with product professionals across Fidelity's distribution channels to support product positioning, product marketing, and product development. </li></ul>The Expertise and Skills You Bring <ul><li>BS degree required. </li></ul><ul><li>Ten plus (10+) years of financial services experience, preferably in product management, product development, or product strategy roles. </li></ul><ul><li>Knowledge of managed accounts and, technology architecture, and trading practices </li></ul><ul><li>Working experience with TAMP offerings and product development </li></ul><ul><li>Demonstrates deep institutional knowledge of the Envestnet UMP platform to support FMAX. </li></ul><ul><li>Solid understanding of the Financial Intermediary marketplace and all aspects of a brokerage offering, the competitive landscape of the managed accounts industry, and familiarity with Fidelity products and services </li></ul><ul><li>Strong analytical and critical thinking skills required ensuring analyses are thoroughly vetted and sound </li></ul><ul><li>Perform data analysis to identify critical client insights, recognize product usage trends and uncover opportunities for improving process efficiencies for our clients </li></ul><ul><li>Interpersonal and Influencing skills are critical along with a proven track record of successfully engaging with all levels of management across multiple business units </li></ul><ul><li>Communication skills and the ability to clearly, concisely and persuasively present sophisticated proposals, issues and arguments, both in writing and verbally </li></ul><ul><li>Project management skills required to successfully drive projects across the company and run critical dependencies. Knowledge of agile working models is preferred </li></ul><ul><li>Work collaboratively across the Fidelity Enterprise and possess strong influence management skills while maintaining productive long-term working relationships </li></ul><ul><li>Manage internal and external communications related to assigned product responsibilities </li></ul>The Team In this role you will be part of a diverse, collaborative, and adaptive team tasked with helping grow Fidelity’s Managed account platform (FMAX) grow in the marketplace! We are seeking candidates who like to work in an agile and future-thinking organization who values positive change agents with an unwavering commitment to wowing our customers. <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

Director, Managed Platform Product Manager

<h3>Job Description:</h3>Please Note: We are unable to offer sponsorship for this positionSenior Manager, Participant Engagement Strategy – Tax-Exempt Market (TEM)Shape the Future of Participant Engagement.At Fidelity, we believe in making it easier for associates to deliver exceptional experiences to participants. If you're energized by aligning vision with execution, solving complex challenges, and leading transformative strategies across teams, we want you on our team.Who We AreThe Tax-Exempt Market (TEM) Participant Engagement team is the strategic engine behind two participant-facing distribution channels:<ul><li>TEMPA (TEM Planning &amp; Advice)</li><li>WEPA (Workplace Education, Planning &amp; Advice)</li></ul>Together, these channels deliver personalized education and planning experiences to workplace participants—virtually and on-site.The Participant Engagement Strategy team serves as the connective tissue across these channels, partnering with TEM and Wealth leadership to define, evolve, and execute a unified participant engagement strategy. We drive B2B2C innovation, optimize service models, and ensure our distribution channels are aligned to deliver measurable business outcomes.As a Senior Manager, Participant Engagement Strategy, you will play a key role in advancing strategic initiatives that enhance how we engage participants and support associates. You will:<ul><li>Support Strategy Development: Contribute to the creation and refinement of an integrated participant engagement strategy across TEMPA and WEPA. Help align stakeholders around shared goals and track progress toward outcomes.</li><li>Use Data to Inform Service Model Enhancements: Analyze participant and associate feedback, performance metrics, and business trends to support the design of future-state service models that balance digital, virtual, and in-person experiences.</li><li>Build and Strengthen Partnerships: Collaborate with cross-functional teams across Fidelity to support integrated efforts, share insights, and help scale successful initiatives.</li><li>Work with Agility: Operate in an agile-like environment, contributing to planning, execution, and change management efforts across multiple strategic workstreams.</li></ul>What You Bring<ul><li>Strategic Thinking: You understand systems and can connect dots across teams to support strategic priorities.</li><li>Influence &amp; Collaboration: You build trust, foster alignment, and contribute to team success through strong relationships and communication.</li><li>Execution Focus: You bring structure to ambiguity, manage multiple priorities, and help move work forward with clarity and consistency.</li><li>Communication Skills: You simplify complex ideas, contribute to executive-level presentations, and help translate strategy into action, leveraging your strong PowerPoint acumen.</li><li>Curiosity &amp; Initiative: You seek out new ideas, engage with adjacent teams, and proactively identify opportunities to improve participant and associate experiences.</li></ul>Your Experience<ul><li>5 years in strategy, consulting, transformation, or program/project management roles</li><li>Experience working in large, matrixed organizations</li><li>Familiarity with Fidelity’s distribution ecosystem (TEM, Workplace, or Retail)</li><li>Demonstrated success supporting service model design, process improvement, or business transformation</li><li>Experience working in or supporting distribution channels preferred</li><li>Comfort working in agile or hybrid environments</li><li>Ability to manage multiple priorities and contribute to complex projects independently and collaboratively</li></ul>The base salary range for this position is $85,000-$143,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Program/Project Management

Senior Manager, Participant Engagement Strategy

<h3>Job Description:</h3>Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience?If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.<h3>The Team</h3>We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of CKSI (Customer Knowledge &amp; Strategic Insights), you'll be embedded in a business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience. This is an individual contributor role.<h3>The Skills You Bring</h3><ul><li>Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.</li><li>Delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.</li><li>Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li></ul><h3>The Expertise We’re Looking For</h3><ul><li>5+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.</li><li>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik etc.</li><li>Experience using and querying big data technologies such as Snowflake, Athena, etc.</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><h3>The Value You Deliver</h3><ul><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li><li>Delivering data-driven and actionable insights to enable objective, informed business, and product decisions</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsMost 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.

Senior Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3>The Role You’ll lead initiatives that are fundamental to growing Fidelity’s share of the vast and diverse self-directed investor market. You’ll become an expert in key customer markets by analyzing customer data, research and competitive intelligence; drive business growth through strategies that both meet the market needs of today and tomorrow; and execute short- and long-term plays in partnership with design, product, marketing, compliance, technology, digital and live channels. The Expertise and Skills You Bring You possess a strong passion for product development, innovation and strategic storytelling. You thrive in white or gray space and take initiative to figure it out and bring others along. You have a track record of mobilizing people from various teams toward a common objective through facilitative leadership, iterative thinking, and a collaborative workstyle. You have broad business knowledge of Fidelity’s diverse offerings for retail investors and the markets we serve; but you also think beyond traditional financial services and apply best digital product thinking to our work. Additionally: <ul><li>Experience driving customer analysis and research through hypothesis driven critical thinking</li><li>Experience leading end-to-end experiments from hypothesis through design / develop through measurement </li><li>Strong communication skills that help align partners and stakeholders and inspire confidence </li><li>Investment strategy knowledge / relevant certifications a plus </li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The Team Self-Directed Investing team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill or appetite. <h3>Certifications:</h3><h3>Category:</h3>Business StrategyMost 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.

Business Strategy Director, Self-Directed Investing

<h3>Job Description:</h3>The Role This role will be part of a team accountable for assisting management with developing and implementing controls related to new products, operational processes, and regulatory requirements. The team will lead targeted assessments and be prepared to make decisions on the design and/or effectiveness of the related control environment. There will be a strong focus on Alternative Products (e.g., digital assets, credit alternatives, private equity, real assets). Additional responsibilities include assisting the leadership team with the development of executive presentations and producing project status reports. To successfully execute these responsibilities, the ideal candidate will possess strong controls-building skills and will have a fundamental understanding of the unique challenges related to Alternative Investment strategies.The role will work closely with business partners specifically to assess areas of risk and support the department’s goals. The role requires the ability to work effectively with management, strong interpersonal and analytical skills, as well as the ability to prioritize and manage work to completion. The individual will be required to manage multiple projects and deliver high-quality work. The Expertise You Bring • Bachelor’s degree required, advanced degree preferred • 8-12 years’ experience in financial services or consulting • Project management experience • In depth knowledge of operational risk management and controls development • Knowledge of alternative product requirements and operations• Knowledge of key regulations (Investment Adviser's Act, Sarbanes-Oxley) The Skills You Bring • A self-starter skilled at operating autonomously to achieve results in a dynamic environment • Superb verbal and written communications skills • Must thrive in a dynamic and fluid organization where priorities shift to respond to business needs • Outstanding relationship management and facilitation skills; customer service orientation • Strong collaborator; able to develop and maintain effective working relationships • Ability to partner with and influence others across the organization to assist management in achieving objectives • Ability to build executive level presentations / visualizationsAsset 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. 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 position<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.

Director, Asset Management Risk Operations

<h3>Job Description:</h3>The RoleAre you passionate about using your analytical skills to uncover insights that drive business strategy and success? If yes, we want you to join our upbeat and hardworking team, empowering digital customer experience and product development business partners with strategic insights to enable objective, data-driven decisions. The actionable insights you deliver will inform Fidelity’s digital initiatives and strategy and make a real-world difference for Fidelity’s 40 million individual investors.The Expertise and Skills You Bring<ul><li>3+ years of experience analyzing data, developing reporting capabilities, and delivering insights to inform business decisions</li><li>An analytical mindset with a range of business analysis, data analysis, and technical skills to generate a deep understanding of our customers’ digital interactions</li><li>Proficiency with digital analytics tools (e.g., Adobe Analytics) and database querying (e.g., SQL, Snowflake) to synthesize data from disparate sources</li><li>Experience in designing and developing data visualizations and dashboards (e.g., Tableau)</li><li>Natural intellectual curiosity and initiative for learning new skills and capabilities</li><li>Bachelor’s degree required. MBA or an MS degree in a quantitative / technical field such as Business or Data Analytics, Economics, Statistics a plus</li></ul>The TeamWe are looking for an accomplished, collaborative, and creative analytics professional to join the Advanced Analytics and Customer Insights team, supporting Fidelity’s Digital Channels. Your subject matter expertise in analytics will play a critical role in optimizing a personalized digital experience for Fidelity’s clients.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsMost 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, Advanced Data Analytics and Insights

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>What to expect…</h3>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.<h3>The Skills You Bring</h3><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><h3>The Value You Deliver</h3><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><h3>Our Investments in You</h3>Our benefits 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, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Workplace Planning Associate - Smithfield, RI

<h3>Job Description:</h3>Fidelity Global Security Operations Center (GSOC) – Lead GSOC Specialist The Lead GSOC Specialist is responsible for supporting Fidelity’s business operations in Security/Fire/Life Safety Alarm Monitoring; Global Threat Management, Video Monitoring, Incident Management, and dispatching of security and public safety personnel to corporate locations. Responsibilities: <ul><li>As a senior member of the operations center team, the Lead Specialist will be responsible for assisting management in coordinating Fidelity’s security response to incidents that occur on company premises or at corporate events using appropriate communication methods. Responses may be to medical emergencies, burglar, fire, duress alarms, or business impacting events. Lead Specialists will be required to liaison with law enforcement, fire, or other public safety organizations related to emergencies on or near company property. </li></ul><ul><li>Review, analyze and disseminate open-source and subscription-based intelligence to help mitigate and report global threats to company property, employees, and partners. </li></ul><ul><li>Document, assess, and report on instances of possible threats in the workplace. </li></ul><ul><li>Support the travel security program through monitoring of associate travel and be prepared to account for them during events of concern or elevated risk. </li></ul><ul><li>Reporting out of the ordinary or abnormal conditions to the company’s security personnel, management, employees, suppliers, and facilities organization. </li></ul><ul><li>Receiving, evaluating, and disseminating incoming information and reports from company security personnel, contract security officers in the field, and Fidelity associates, suppliers, and local agencies. </li></ul><ul><li>Develop concise, fact-based incident reports for distribution to various Fidelity partners. </li></ul><ul><li>Coordinating service requests for afterhours site access and requests for additional security coverage at retail locations. </li></ul><ul><li>Play an integral role in helping to develop new security, incident management, and intelligence gathering processes. </li></ul><ul><li>Refine existing GSOC response and escalation procedures. </li></ul><ul><li>Responsible to lead the on-duty shift when delegated to by management. </li></ul><ul><li>Support and mentor junior personnel to enhance proficiency with GSOC technology resources, processes, and procedures. </li></ul>Requirements: <ul><li>4+ years of full-time experience in a security function, preferably in an operations or control center setting. </li></ul><ul><li>Bachelor’s Degree preferred. </li></ul><ul><li>Computer proficiency with Microsoft Office suite of products. </li></ul><ul><li>Demonstrated experience in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology. </li></ul><ul><li>Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays). </li></ul><ul><li>Experience collecting, analyzing, and disseminating open source or subscription-based intelligence. </li></ul><ul><li>Providing excellent customer service in a high call volume environment </li></ul><ul><li>Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision </li></ul><ul><li>Must be able to communicate effectively with all levels of the organization. </li></ul><h3>Certifications:</h3><h3>Category:</h3>SecurityMost 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.

Lead GSOC Specialist

<h3>Job Description:</h3>The Role: Transfer Agent (TA) Compliance is seeking a Compliance Advisor to support Fidelity’s SEC-registered transfer agents and their compliance with the federal securities laws. As a member of TA Compliance, you will provide day-to-day compliance support for the transfer agent functions dispersed throughout Fidelity’s business units, including FI, FBOT, WI, and FMR India – providing, among other things, regulatory guidance on the federal securities laws that govern transfer agents and/or investment companies, clarification of applicable policies and procedures, guidance on the remediation of risk incidents, compliance issues, or audit findings; and consultation on the adoption of new systems, applications, or processes employed by Fidelity’s business units to fulfill transfer agent duties.Responsibilities:<ul><li>Establish and maintain an effective relationship with business partners and provide advice with respect to a wide range of compliance/regulatory topics.</li><li>For assigned compliance/regulatory topics, support all elements of the transfer agent’s 38a-1 Compliance Program, which includes compliance support for scheduled risk assessments and control testing conducted by Corporate Risk, completing comprehensive annual reviews of the transfer agent’s Compliance Policies and Procedures and related underlying procedures and making required edits prior to submission to the approval workflow, monitoring Key Risk Metrics (KRMs) and investigating reported metrics that exceed established thresholds to ensure the effectiveness of the key compliance controls.</li><li>Provide compliance advice and problem resolution to business partners and other Legal, Risk and Compliance personnel when moderate to complex regulatory compliance issues are identified.</li><li>Analyze moderate to complex findings identified via risk assessments/control testing, internal audits, service recoveries/risk incidents, respond to management with a proposed course of action, and track progress of remediation efforts, escalating where appropriate.</li><li>Assess inherent and residual compliance risks associated with key business activities, new products or services, new or modified systems, applications or logic and assist with developing recommendations to mitigate risks, including but not limited to the implementation of process improvements and/or new control activities.</li><li>Analyze new regulatory rule proposals, identify those potentially impacting the transfer agent and work with business partners to implement any necessary changes.</li><li>Provide timely responses to compliance questions received via TA Compliance’s compliance inquiry intake tool, email, or otherwise.</li><li>Assist in the support of regulatory examinations and/or data/information production requests received from regulators.</li></ul>The Expertise and Skills You Bring:<ul><li>Bachelor’s degree (required).</li><li>5+ years of relevant business operations experience, ideally with experience supporting Fidelity’s mutual funds, or 2+ years of experience in a compliance, risk or audit role.</li><li>Proficient in Microsoft Office Word, Excel, and PowerPoint.</li><li>Foundational understanding of the mutual fund industry coupled with a strong understanding of Fidelity’s businesses, systems, and operational procedures that support Fidelity’s mutual funds.</li><li>Excellent verbal and written communication skills.</li><li>Effective relationship management skills and ability to influence decision makers. </li></ul><ul><li>Ability to apply regulatory and compliance concepts to Fidelity’s business units, independently develop informed opinions concerning the application of compliance requirements to Fidelity’s operational business practices, and articulate those opinions in the form of advice, training, and/or other communications with business management.</li><li>Proficient in managing multiple, concurrent projects and making effective judgments in prioritizing and allocating time to complete project deliverables and tasks within targeted deadlines.</li></ul>The Team:TA Compliance is a team within FI &amp; FBOT Compliance that provides compliance support for Fidelity’s SEC-registered transfer agents: Fidelity Investments Institutional Operations Company LLC (FIIOC), National Financial Services LLC (NFS), Fidelity Business Services India Private Limited (FBS India) and Fidelity Stock Transfer Solutions (FSTS). TA Compliance administers the transfer agent oversight elements of the Fidelity Funds’ 38a-1 Compliance Program, a program designed to ensure that the Funds and its service providers maintain written policies and procedures and a strong system of controls to comply with the federal securities laws. On behalf of FSTS, Fidelity’s equity stock transfer agent, TA Compliance administers a similar compliance program built on governance and oversight elements designed to prevent, detect, and promptly remediate violations of the federal securities laws.<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost 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.

Compliance Advisor

<h3>Job Description:</h3>Job Description<h3>The Role</h3>As a member of the Fidelity Wealth Technology, Planning, Operations, and Enablement team, you’ll be a part of a highly collaborative, engaged, and diverse team of professionals. You’ll be a trusted partner to senior leadership, enabling seamless strategic operations through executive routines and processes that support strategic portfolio, workforce, and delivery management. In combination, these routines and processes provide senior leadership with powerful opportunities to drive alignment of strategy, work, and people, forecast capacity and financial planning, and foster a culture of engagement. In partnership with cross-functional leaders and teams, you’ll ensure these opportunities are achieved with consistency, standardization, and efficiency. Additionally, you’ll gain deep knowledge within the organizations you support, enabling you to consult, collaborate, and advocate on behalf of the organization across Wealth Technology and beyond.The Expertise and Skills You Bring <ul><li>5-8+ years of proven experience in a strategic operations or similar role</li><li>Organizational proficiency and a proactive, creative, and collaborative approach to enable solutioning of strategic business issues with various levels of leadership and associates across many disciplines</li><li>Attention to detail and outstanding organization and coordination skills to lead, coordinate, and facilitate ongoing executive routines and materials that enable strategic organizational management and decisioning</li><li>Strong executive communication skills with expertise conveying complex information and data simply and meaningfully</li><li>Critical thinker and problem-solver with the ability to design, implement, and optimize routines, processes, and materials for greater efficiency and effectiveness</li><li>Continuously strengthening Fidelity’s values and team-oriented culture through collaboration and knowledge sharing</li><li>Comfort navigating ambiguity to deliver clarity and mobilize solutioning</li><li>Advanced skills in Microsoft PowerPoint and Excel</li><li>Experience with the Managing The Work tools ecosystem a plus (Jira Align, Transparency, TBM, Roadmap, etc.)</li></ul>The TeamFidelity Wealth Technology Planning, Operations, and Enablement Delivery partners with leaders &amp; teams to inspect, adapt &amp; mature high-impact delivery solutions, cultivate an empowered delivery culture with insights, coaching &amp; enablement, and champion continuous improvements that guide us toward business agility. We are focused on building a highly integrated organization, aimed at maximizing value delivery for Fidelity Wealth.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost 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.

24 Project Management / Professional Services Jobs in Rhode Island