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<h3>Job Description:</h3>The RoleThe VP, Tax-Exempt Managing Director role is a great opportunity to provide planning and consulting to Higher Education, HealthCare and non-profit organizations to improve the value of their benefits programs and ensure their satisfaction with Fidelity!The Managing Director in TEM builds, maintains and develops strong and committed client relationships with key decision makers, influencers and C-suite committee members. The Book of business will be comprised of 12-15 clients in the Northeast region with a general asset size of $100-$500M. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.The Managing Director will be working from home and needs to be comfortable or have had experience working remotely/ independently from a personal home-based office ideally in MA, RI, CT or NH.The Expertise and Skills You BringLicensing and Experience<ul><li>Bachelor's Degree with 15+ years overall work experience and 5+ years of Participant or Client Service experience, preferably within the retirement industry.</li><li>We require associates in this role to have their Series 7 &amp; 63 licenses.</li><li>Experience working directly with Tax-Exempt Plan Sponsors and Participants is helpful but not required.</li></ul>Key responsibilities<ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan for maintenance or improvement.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to influence and impact client satisfaction.</li><li>Takes responsibility for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer issues, fund changes, revenue requirements, pricing, Fidelity thought leadership, plan analytics, etc.</li><li>Builds productive long-term relationships with consultants and/or advisors in partnership with Consultant Relations.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency, and problem resolution. Leads internal team in problem resolution.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamOur team works with Tax-Exempt organizations to promote better outcomes for their employees. This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with internal teams and partnering with the Plan Sponsors, the VP helps our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.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

Fidelity Investments

VP, Managing Director,  Tax - Exempt Market- Northeastern US- REMOTE

<h3>Job Description:</h3><h3>The Role</h3>Fidelity Executive Services is looking for a Director to join the Strategy &amp; Offering Team as they embark on a multi-year expansion of the Executive Services program. This role provides a great opportunity to work across multiple initiatives and workstreams towards this expansion, including the evolution of the service model and offering, it’s positioning at Fidelity and in the marketplace, and how we go to market. The Director role is ideal for someone with a product management or strategy background, with experience across both workplace and our retail businesses. Primary duties of the position include:<ul><li>Using data and insights to find opportunities, measure performance, and iterate on features to meet Executive Services program, sponsor, and participant needs</li><li>Leading multiple priorities and initiatives in partnership with Executive Services Product Area and Distribution Teams</li><li>Establishing goals and communicating progress/status to ES leadership and key partners at various levels</li><li>Highlighting risks, dependencies, and managing progression against determined milestones</li><li>Representing Executive Services and seeking opportunities to partner with other business units and business partners to leverage and scale solutions and ensure alignment and integration of deliverables across domains</li><li>Identifying and implementing process improvements to enhance program efficiency, engagement, and overall initiative outcomes</li></ul><h3>The Experience and Skills You Bring</h3><ul><li>Bachelor’s degree required; 10-12 + years of financial services experience with a focus on strategy / product management</li><li>Deep understanding of the Workplace, Wealth and Brokerage businesses</li><li>Outstanding prioritization skills and the ability to navigate multiple highly matrixed organizations</li><li>Ability to think and operate both strategically and tactically</li><li>Superb relationship-building skills</li><li>Analytical and problem-solving skills</li><li>Possesses a startup mentality with comfort navigating ambiguity and shifting priorities. You have experience in environments where speed, adaptability, and innovation are critical to success.</li><li>Leadership skills demonstrating the ability to lead cross-functional teams and influence without authority.</li><li>Thrives in a collaborative environment and can communicate effectively with both technical and non-technical teams.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>Executive Services is an incredibly successful P/W program with a track record of well over a decade of creating lifetime relationships with Workplace Executives. The Executive Services Product Area is uniquely constructed and positioned to provide Executive Services Distribution with a steady, increasing number of qualified, engaged executives through an efficient program. Our job is to define the direction and opportunity of the program, create operational maturity, increase engagement across both Plan Sponsors and Participants, and to deliver both Participants and capabilities to our Distribution partners for the program’s continued growth and successThe 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>Product Management

Director, Executive Services Strategy & Offering Team

<h3>Job Description:</h3><h3>The Team </h3>As a member of the HR Vendor Management team, you will be responsible for independently driving vendor risk initiatives supporting Enterprise HR. This role will have a strategic focus with vendor risk, compliance, analytics and other HR Vendor Management related initiatives for the HR vendor portfolio. You will collaborate with our HR Vendor Managers, HR Business partners, CST, HR Risk, VROCOE, ISO, ECS, and other key partners to support goals and initiatives, while partnering with Vendor Managers to hold our external vendors accountable through Risk oversight. By accomplishing the above, you will improve risk-based decision making for our portfolio of supported vendors and improve the strategic role of our centralized team.<h3>The Expertise You Have: </h3><ul><li>Bachelor’s degree required or equivalent (and relevant) experience.</li><li>5-7 years of proven experience in Vendor Management, Compliance, or Risk related role.</li><li>Extensive Fidelity expertise and proven experience interacting with all levels of the organization.</li></ul><h3>The Skills You Bring: </h3><ul><li>You are an excellent communicator and have strong facilitation, influencing skills and negotiating skills, with strong executive presence.</li><li>You have the ability to independently drive and lead sophisticated vendor initiatives with minimal oversight.</li><li>You are organized and can lead multiple projects or activities simultaneously and deliver results in an accurate and timely manner.</li><li>You have an ability to develop and improve partnerships with peers, leaders, vendors and other partners.</li><li>You have a strong background and/or experience in HR, Vendor Management, Compliance, or Risk processes.</li><li>You are eager to be a part of a growing team with a strong focus on establishing processes, guidelines and standards across a dynamic organization.</li><li>Willing to promote vendor management standards as well as assisting with compliance / risk process documentation, analytics, business process improvements, and technical enhancements.</li><li>Provide mentorship to junior team members with a focus on training &amp; development in the risk and compliance areas.</li></ul><h3>The Value You Deliver: </h3><ul><li>Coordinate, monitor, and ensure timely compliance of all aspects of Vendor Risk related activities and initiatives for the HR vendor portfolio. Examples include BCP, SOC Reviews, VTR Program, AI, Architecture, Vulnerabilities &amp; High-Risk areas</li><li>Leverage data-driven approach into the proactive management and oversight of HR vendor portfolio.</li><li>Provide strategic oversight of reporting &amp; analytical needs across team.</li><li>Maintain deep knowledge of the relationship’s overall risk profile and contribute to the resolution of risk-related events.</li><li>Provide oversight and team accountability for the Enterprise Vendor Management policy.</li><li>Provides analysis and make recommendations for problem resolution of moderate to complex problems/issues.</li><li>Support production of recurring dashboards and/or scorecards for Vendor Managers.</li></ul><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.

HR Vendor Risk Manager

<h3>Job Description:</h3>Reporting directly to the Head of Sales Optimization, Acceleration, and Retention. Ongoing Associate and Plan Sponsor Servicing provides hands-on product leadership with planning, roadmap development, cross functional collaboration, sales delivery, deployment and performance tracking.You will work closely with Account Executives, Managing Directors and Partners to win Health and Welfare clients. This position leads a team of Solution Architects and Product &amp; Service Consultants who play a critical role in the sales delivery and support process for Workplace Investing Healthcare business.The Expertise We’re Looking For<ul><li>Health &amp; Welfare outsourcing services expertise required.</li><li>Bachelor’s Degree, minimum; master’s degree or MBA preferred.</li><li>Experience engaging with senior internal and external clients and partners</li><li>Experience delivering strong results while working in cross-organizational, highly matrixed environments.</li><li>Minimum of 10 years of experience in the healthcare product/industry experience.</li><li>A minimum of 7 years managing a team.</li><li>Experience in Workplace Investing with a solid understanding of operations and service delivery model</li><li>Series 7, 63, and 24 required (can be obtained in the role)</li></ul>The Purpose of Your RoleGuide our team in the delivery of high-quality support in pursuit of new clients. Own the day-to-day leadership of work assignment and serve as a point of escalation with our sales, product and other business partners. Lead team in group initiatives to drive innovation through process re-engineering and automation. Work with leadership team to set strategic direction and key priorities for this team and the Sales Ops group. Gain feedback from internal and external clients and ensure it is infused into how we work.The Skills You Bring<ul><li>Extensive management and health plan administration experience.</li><li>Strong knowledge of Fidelity’s products and services, management processes and overall Fidelity network a plus.</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal 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.</li><li>Outstanding meeting management skills.</li><li>Project management.</li><li>Strong organizational skills.</li><li>Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning.</li></ul>The Value You Deliver<ul><li>Managing day to day activities for associates – including deal assignments and balancing requests to support WI Healthcare sales goals.</li><li>Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning.</li><li>Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process.</li><li>Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible.</li><li>Assisting team in managing RFP responses and overall deal quality through entire sales cycle</li><li>Managing group initiatives to support key business goals.</li><li>Providing input to the sales strategy.</li></ul>How Your Work Impacts the OrganizationThe Sales Delivery leadership role plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, superior participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales SupportMost 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.

Vice President, Head of Healthcare Sales Delivery

<h3>Job Description:</h3>The RoleThe Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.The Manager, Implementation Project Management will do the following:<ul><li>Onboarding of new Fidelity Registered Investment Advisors and/or Broker Dealers</li><li>Supporting existing advisors and firms who are converting onto the platform.</li><li>Leading small to mid-level Implementation Projects as well as acting in a support capacity for larger conversion events</li></ul>The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) and Broker Dealers onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Manager, Implementation Project Management will be required to handle small to mid-level deals with and assist on larger, more sophisticated clients.The Expertise You Have<ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience.</li><li>3 – 5 years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul>The Skills You Bring<ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% of time</li></ul>The Value You Deliver<ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead small to mid-level projects, with varying degrees of complexity. Provide peer onsite support as business needs arise.</li></ul>The TeamFidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.Note: This role does not support sponsorship.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Manager / Sr. Manager, Implementation Project Manager - Institutional Wealth Management Services CE

<h3>Job Description:</h3>Note: Fidelity is not providing immigration sponsorship for this positionDIRECTOR, GROWTH STRATEGYFidelity’s Emerging Business unit leverages Fidelity’s deep expertise in workplace benefits to design innovative solutions for some of America’s most pressing personal finance issues. Student debt is one of the most significant financial challenges facing millions of Americans today. Our Student Debt team has designed a suite of innovative benefits for employers that help their employees to better understand, avoid, and pay down student debt. Today, many of Fidelity’s workplace clients use student debt benefit to support employee retention and financial wellness.We are looking for a dynamic, motivated Director, Growth Strategy to join the Student Debt Product Area. This role will work alongside product area leadership to define near and long term strategic objectives and roadmap aligned with market opportunity, impact potential and business objectives. You’ll take a leading role in understanding and mapping market dynamics, identifying and vetting growth opportunities, and driving implementation. You’ll define and lead targeted client engagement strategies to build satisfaction and support benefit expansion and retention. You’ll also develop clear and compelling narratives around Student Debt strategy, performance and impact, and align cross-functional stakeholders around a shared vision. 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!The Expertise You Have· 10+ years of experience in consulting, growth strategy, or product strategy· Experience working in a matrixed, cross-enterprise / business unit environment· Experience growing a new product, brand or business in B2B environments· Financial services and/or management consulting experience preferred· MBA or equivalent strategic training is a plusThe Skills You Bring· Data-driven, analytically thoughtful, detail-oriented, research-focused, and intellectually curious· Proven ability to frame opportunities and challenges to drive decisions and make business cases for change· Excellent project leadership and organization skills; proven ability to drive projects forward and demonstrate results· Excellent communication and storytelling skills; proven ability to distill complex topics into digestible, powerful narratives. Experience creating and delivering executive communications· Deep experience navigating cross-functional teams and leaders, and aligning and influencing stakeholders around a common vision· Comfort with ambiguity, complexity, innovation and change· 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.The Value You Deliver· Support development of near and long term product area strategy, objectives and roadmap· Conduct benchmarking and landscape analysis to inform strategic direction (competitive, regulatory, market)· Identify and evaluate new growth opportunities for Student Debt aligned with long term vision· Identify and assess strategic partnership opportunities· Build business cases to support investment decisions· Develop and execute targeted strategies that engage existing customers around benefit value· Develop clear, compelling data driven narratives around product area priorities, progress and impact· Lead key governance routines and executive communications; evangelize mission and work to promote awareness, buy in and collaborationThe 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, Growth Strategy

<h3>Job Description:</h3>The RoleAs part of the Real Estate Strategy and Planning Team, you will play a key role within the Amenities and Program Management function to develop the workplace amenity strategy for Fidelity. You will lead the strategy for food &amp; beverage amenity programs across Fidelity’s domestic and international regions and will partner with other team members to ensure a cohesive strategic approach for all amenities. Other amenities across the portfolio include fitness, wellbeing, and transportation, all of which contribute to a frictionless onsite experience for associates. The Senior Manager is passionate about creating exceptional associate experience and has very strong strategic oversight. This includes developing strong, data-driven strategies, critical thinking, building and delivering executive presentations, and vendor management. In a dynamic and fast paced environment, prioritization and clear communication, both written and verbal, are critical to success. While this role plans, evolves and drives the food &amp; beverage amenity strategy, there is significant work in leading cross-functional teams in a fast paced and dynamic environment. The successful candidate will be ready to jump in to lead and evolve the food &amp; beverage amenity strategy, while also paying close attention to details of the day-to-day business.The Expertise and Skills You Bring <ul><li>Bachelor’s degree required</li><li>7+ years work experience in business strategy, program management, consulting, marketing</li><li>Strong program and vendor management, critical thinking and analytical skills (including business case development), relationship building and a keen sense of ownership, accountability and urgency</li><li>Ability to independently prioritize work, think critically and proactively solve problems, while also being comfortable seeking guidance</li><li>Proven leadership of cross-functional teams and the ability to influence varied stakeholders</li><li>Confidence in communication (written and verbal),strong interpersonal awareness and relationship building skills to engage stakeholders at all levels of the organization</li><li>Ability to think and plan strategically, while also paying attention to detail and accuracy, with outstanding work quality</li><li>Comfort and success operating in a fast paced and agile culture</li><li>Advanced skills in Excel and PowerPoint with the ability to translate complex information into a simple, yet compelling, story</li><li>A consumer first, imaginative mindset with curiosity, passion and ability to deliver against unmet needs</li><li>Experience managing vendors, budget and contracts</li></ul>Other Requirements<ul><li>Ability to be onsite at Fidelity locations a minimum of 50% of the time</li><li>Ability to travel up to 10% of the time</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Real Estate Company is the corporate real estate division of Fidelity Investments, offering a full range of services to Fidelity business units nationally and internationally. Our philosophy is customer centric - everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all levels. We manage more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, multiple data centers, and more than 200 retail investor centers.<h3>Certifications:</h3><h3>Category:</h3>Program/Project 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.

Senior Manager, Real Estate Amenities and Program Management

<h3>Job Description:</h3>The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity’s full range of investment capabilities.In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.The expertise and skills you bring<ul><li>CFA or CIMA preferred. </li><li>10+ years of experience in relationship management, distribution, or business development with in asset management.</li><li>Series 7 and 63 licenses required</li><li>Client-first mindset with the ability to develop trusted partnerships at senior levels</li><li>Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.</li><li>Establish credibility with clients as an investment resource across asset classes</li><li>Exceptional communication, negotiation and presentation skills</li><li>Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution</li><li>Ability to travel up to 50%</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver:<ul><li>Lead growth and retention efforts across a portfolio of institutional insurance clients.</li><li>Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions.</li><li>Asset Class expertise positioning various thought leadership and investment product topics</li><li>Thrive in a team environment of strong investment professionals within the Relationship Manager Team</li><li>Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives.</li><li>Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner</li></ul>The TeamFidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship 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.

VP - Relationship Management, Insurance/Sub Advisory

<h3>Job Description:</h3>The RoleThe Financial Institutions Group (FIG) is seeking a Director, Relationship Manager, to provide investment coverage to home office and regional office personnel at leading financial institutions, with a focus on liquidity management solutions. The Relationship Manager will have responsibility for their own subset of assigned accounts, as well as work alongside other Fidelity Institutional and Institutional Wealth Management Relationship and Key Account Managers to deepen client relationships, expand investment product placement and target distribution opportunities. In addition to liquidity management clients, this role may include coverage responsibilities across the Institutional Insurance and Defined Contribution Investment Only (DCIO) segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.The Relationship Manager is the client facing interface to key decision makers, as well as sales and account managers at FI’s intermediary clients and should therefore be able to clearly articulate and promote Fidelity’s investment capabilities and investment centric thought leadership to advance and defend our investment presence within the client firm’s offerings and its related distribution system. The Relationship Manager will coordinate across Fidelity to ensure the client’s needs are addressed and that Fidelity business partners clearly understand the client and the investment opportunities presented by the firm and their advisors. Core responsibilities:<ul><li>Development and execution of overall firm segmented strategy</li><li>Expansion of Fidelity Institutional’s investment product availability at key distributors inclusive of but not limited to Liquidity Solutions, Mutual Funds, Sub-advised, CIT’s and Alternative Investments</li><li>Collaboration with internal representatives across Fidelity Institutional, Institutional Wealth Management Services, Assets Management Solutions, and investment specialists to promote new and defend existing relationships</li><li>Expand and/or deepen executive engagement at covered firms</li><li>Successfully partner with the Sr. Relationship Manager and Key Account Manager to meet all segmented client needs and execute on the team strategy</li><li>Seeking a high level of client satisfaction by successfully providing best-in-class service</li><li>Ability to travel up to 50%</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Expertise and skills you bring<ul><li>CTP, CFA or CIMA designations are a plus</li><li>Series 7 and 63 licenses are required</li><li>5 years of experience working in the financial industry</li><li>Institutional experience in the intermediary market and/or short-term fixed income trading is highly preferred</li><li>Demonstrate strong investment acumen</li><li>Demonstrate a strong understanding of short-term markets, FOMC policy, corporate investing, and industry platform liquidity solutions</li><li>Ability to quickly establish credibility with clients as an investment resource</li><li>Effective listening, communication, and presentation skills</li><li>Committed to constant self-improvement and exhibit a competitive drive</li><li>Operate in a fast-paced environment where team coordination and rapid response is essential</li><li>Extremely resourceful, organized, and can prioritize multiple priorities</li><li>Ability to travel 50% or more in any given month</li></ul>The TeamFidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels. With Fidelity being the largest manager of money market funds globally, the team works across all internal Fidelity channels as well as multiple market segments and lines of business these leading financial service providers.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship 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.

Director - Associate Relationship Manager, Liquidity Management

<h3>Job Description:</h3>The RoleFidelity Institutional (FI) is looking for a senior manager to join the planning and operations team and will partner closely with all functions within Wealth Advisory Managed Solutions (WAMS) as well as other critical business partners.This individual will be a key contributor to developing business strategy for WAMS, as well as supporting mid to long-term cross organizational strategy, roadmap development and operations for our intermediary offerings.This role will contribute to shaping an overall operating model to drive business management activities inclusive of process improvements and documentation, CRM, Dashboard, Scorecards. There will be a need for strong collaboration with business partners within the organization and partners across FI (Distribution, Technology, Marketing, Finance, FI Reporting &amp; Analytics, Risk and Compliance) to delivery on the objectives.Additionally, the role will be contributing to driving customer input, alignment and execution in partnership with product and distribution leadership teams.The Expertise and Skills You Bring<ul><li>MBA or equivalent work experience in financial services, preferably in product management, CRM, Data and Analytics, Planning and Operations related roles.</li><li>Self-starter, independently oriented and excited by prospect of working on critical initiatives and welcome working in fast pace, client focused environment which requires comfort with ambiguity and an adaptive mindset.</li><li>Strong research &amp; quantitative analytical skills, including the ability to synthesize findings and develop practical, actionable recommendations.</li><li>Project Management skills required to successfully drive projects across the company, manage critical dependencies and internal communications related to assigned product responsibilities.</li><li>Work collaboratively across the Fidelity Enterprise, capable of communicating with and influencing peers and leaders through relationship building, well-informed insights and high-quality presentations.</li><li>Intellectual curiosity and tenacity to develop creative approaches to problem solving.</li><li>Interacting with Fidelity associates, gathering data from internal and external sources, identify trends, opportunities, to develop insights and recommendations on key initiatives.</li><li>Knowledge of managed products and managed platforms is desirable.</li></ul>Key Responsibilities<ul><li>CRM Strategy &amp; Enablement: Support WAMS CRM strategy and execution to enhance advisor engagement and business development efforts.</li><li>Data-Driven Decision Making: Leverage internal and external data sources to develop actionable insights and recommendations for business growth.</li><li>Cross-Functional Collaboration: Partner with internal stakeholders across Product, Distribution, Marketing and Finance to drive WAMS strategic business initiatives and operational excellence.</li><li>Project Management: Lead and manage strategic projects, ensuring timely delivery, stakeholder alignment, and effective communication.</li></ul>The TeamThe mission of the Wealth Advisory Managed Solutions (WAMS) organization is to be the go-to provider of investment advisory capabilities for intermediaries, providing differentiated outcomes at scale through access to Fidelity’s robust investment insights, products, and solutions. The Strategy and Operations team leads strategy for WAMS as well as critical functions for Fidelity Institutional Wealth Adviser (FIWA), including Business Management &amp; Oversight, Investment Services, Distribution Strategy and Planning, CRM, Reporting &amp; Insights.Note: Fidelity will not provide immigration sponsorship for this position <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.

25 Project Management / Professional Services Jobs in Rhode Island