field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

<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 collaboration<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.

Fidelity Investments

Director, Growth Strategy

<h3>Job Description:</h3><h3>The Role</h3>Ready to contribute significantly at Fidelity Insurance Agency? As a Business Analyst Consultant, you'll help lead Fidelity's Annuity and Insurance business. Collaborate with Fidelity Insurance Agency (FIA) Commercialization, Product Managers, and the Go to Market team to develop top-notch FIA solutions for advisors, customers, and Fidelity Insurance Network (FIN) Carriers.<ul><li>Crafting and communicating strategic and critical product initiatives targeted at advancing and broadening Fidelity’s Annuity and Insurance business.</li><li>Working closely with FIA Commercialization to develop business cases, visualize user experience journeys, and establish product and business needs.</li><li>Gathering and recording documenting product and business needs requirements and collaborating with Delivery team leaders and members to grasp essential outputs.</li><li>Sharing demographic and product data, along with market knowledge, help Delivery teams prioritize and develop digital experiences.</li><li>Working with Wealth Platform and Experience Squad Leaders, Business Analysts, and IT associates on developing, testing, and launching new and improved products and digital experiences.</li><li>Collaborating with CKSI and User Experience on strategic/competitive/market research and analysis, drafting learning agendas and usability studies.</li><li>Working with Distribution, Service, and Ops teams on field readiness activities to support product launches both digital and advisor led.</li></ul><h3>The Expertise and Skills You Bring</h3>You bring a wealth of experience and expertise to this role, including:<ul><li>A Bachelor’s degree or equivalent, with 8+ years of experience, or a Master’s degree with 6+ years of experience in project management and business analysis; experience with annuity and insurance products is highly desired.</li><li>Familiarity with the FIA business and its annuities, life insurance, and long term care, is a plus.</li><li>Proficient understanding and prior experience with Fidelity’s Product Frameworks: Product Approach, Product Strategy, and Product Development and Management.</li><li>Demonstrated experience in defining and documenting requirements, testing and learning, iterating on, and delivering top-tier solutions across the product lifecycle.</li><li>Highly proficient in requirements elicitation, gap analysis, and business acceptance testing exercises.</li><li>Strong influence and negotiation skills to prioritize work in dependent teams' backlogs.</li><li>Exceptional strategic problem-solving and critical thinking skills, with a passion for defining outstanding customer and associate experiences.</li><li>Outstanding ability to build positive relationships with cross-functional teams, squads, vendors, and leadership teams.</li><li>Proven time management, organizational, and documentation skills; able to balance and prioritize multiple competing priorities independently in a fast-paced environment.</li><li>Excellent listening, communication, facilitation, and presentation skills.</li><li>Proficiency in MS Word, Excel, Miro, and PowerPoint.</li></ul><h3>The Team</h3>The FIA Commercialization Team collaborates closely with IT, Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations partners.Note: Fidelity will not provide immigration sponsorship for this position.<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.

Business Analyst Consultant

<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 Vice President, Alternative Investment Project Management Lead will collaborate cross functionally to establish and maintain supporting infrastructure and framework for evaluation of operational capabilities required for alternative investments and drive progress towards improving the alts operating model. The candidate will lead all aspects of this process from tactical execution to strategic design and implementation, in coordination with other team members and a broad set of organizational stakeholders.The successful candidate will:<ul><li>Support the development of effective forums and tools to socialize the cross functional alternative product roadmap, evaluation of incremental operational alts capability requirements, including products developed in other fidelity BUs</li><li>Identify, develop, and promote repeatable and scalable processes and frameworks needed to support alternative investments operating model enhancements</li><li>Work closely with leaders driving new product projects, as well as front and back-office teams to understand new products, determine areas where development may be required, evaluate impacted teams, assess needs against known areas of development and support team roadmaps, and help facilitate operational readiness and infrastructure impact forums for decision-making</li><li>Track status of known new product gaps and development areas; employ the Alts operating model framework and routines to drive</li><li>Have significant exposure to senior management across CRBO &amp; AM; must possess a high degree of executive presence.</li><li>Successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.</li><li>Quickly learn complex business processes associated with new alternative investment and products across the product and fund lifecycle</li><li>Be skilled in synthesizing complex ideas into easy-to-understand materials, including delivery of key concepts to a cross functional audience with varying seniority levels</li><li>Be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.</li></ul>The Expertise and Skills you Bring<ul><li>10+ years work experience in financial services organizations</li><li>Excellent project management skills, top tier consulting experience is a plus</li><li>Strong understanding of the asset management industry (working knowledge of alternative investments including hedge funds, private equity, real assets, direct lending, and structured products is a plus)</li><li>Ability to break down sophisticated products and structures for various levels of staff</li><li>Superb work ethic, attention to detail, team orientation, and dedication to excellence</li><li>Consistent track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives</li><li>Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders</li><li>MBA/CFA or other advanced degree or certification preferred.</li><li>Flexibility and the skill to both lead and contribute to teams are musts.</li><li>Applicants must have outstanding analytical, communication, conceptual thinking, problem-solving capabilities.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position#FidelityAlts <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.

Vice President, Alternative Investment Project Management Lead

<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.

Sr Manager, WAMS Specialist Distribution Planning and Operations

<h3>Job Description:</h3>The RoleIn the role of Director, Institutional Market Enablement, you will work across the Institutional Sales, Relationship Management, and Consultant Relations teams, as well as a broad set of Asset Management and FI functional groups to implement business strategy and execution plans required to achieve sales and financial targets in alignment with Institutional Client Group (ICG) goals and objectives. This role is a critical strategic enabler to the ongoing growth and success of the ICG business and presents an opportunity to collaborate across various groups within and beyond FI. The Expertise and Skills You Bring<ul><li>·Bachelor’s Degree – Required, MBA – Preferred</li><li>Relevant work experience supporting Distribution, Service or Client Management, Project or Program Management, Finance, Data Analysis, and Marketing</li><li>General knowledge of institutional product line and vehicle types is preferred</li><li>Basic understanding of the different business units within a large financial services institution such as Fidelity</li><li>Experience in demonstrating leadership, influence and collaboration in a matrix-managed environment, and across multiple and diverse groups</li><li>Track record of success managing cross functional projects or initiatives</li><li>Strong communication, interpersonal and analytical skills</li><li>Learning mindset; positive approach to experimentation and failure</li><li>Critical thinking and strong initiative</li><li>Dedicated attention to detail and organization</li><li>Strong PowerPoint and Excel skills</li><li>Series 7 and 63 preferred (required within 90 days of hire)</li></ul>The TeamThe Institutional Market Enablement team provides a broad range of services to our Institutional distribution associates and managers. This role supports the effective identification and implementation of key organizational initiatives.We influence strategic planning and implementation processes in support of business goals. Our team provides valued input into business decisions that impact the strategic direction of the distribution organization, in particular the integration with Sales, Relationship Management and Consultant Relations and consultation with senior distribution partners.Much of our time is spent collaborating with business partners to drive requirements for business initiatives, removing obstacles on behalf of the sales and relationship teams. Lastly, our efforts are focused on driving alignment with functional business partners including Investment Product, Strategy, Marketing, Technology, Finance and Learning &amp; Development team members.<ul><li>Note: Fidelity will not provide immigration sponsorship for this position. </li></ul><h3>Certifications:</h3>Series 07 - 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.

Director, Institutional Market Enablement

<h3>Job Description:</h3><h3>Job Title: Senior Manager Risk</h3><h3>The Role</h3>As a Senior Manager on the Fraud Risk &amp; Control (FRC) team, you will play a critical role in identifying and mitigating fraud risks across Fidelity’s products and business units. You will execute risk assessments, document key controls, and collaborate with partners to strengthen the enterprise fraud risk management framework. In this role, you will support end-to-end risk assessment processes, help stakeholders identify risks for existing initiatives, and promote a strong control environment by documenting risk and control statements. You will also champion process improvements, manage overlap with other compliance programs, and make actionable recommendations to enhance fraud prevention. Success in this position requires adaptability to changing priorities, the ability to work on multiple projects simultaneously, and a commitment to fostering an inclusive team environment.<h3>The Skills and Expertise You Bring</h3><ul><li>Bachelor’s degree required; equivalent experience considered</li><li>5+ years of experience in fraud, risk management, audit, or compliance within financial services</li><li>Strong knowledge of risk management practices and frameworks</li><li>Familiarity with systems such as Archer</li><li>Excellent analytical and problem-solving skills</li><li>Understanding of investment products (preferred)</li><li>Proven ability to identify and mitigate fraud risks</li><li>Proficiency in documenting and maintaining comprehensive control statements</li><li>Experience in risk assessment and control evaluation</li><li>Strong verbal and written communication skills</li><li>Decisive, action-oriented, and solution-focused mindset</li><li>Critical thinker with curiosity and creativity to challenge current practices and recommend improvements</li><li>Ability to manage multiple priorities in a fast-paced environment with minimal supervision</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>You will join the Fraud Risk &amp; Control team, a collaborative group dedicated to safeguarding Fidelity against fraud risks. The team partners with business units and compliance programs to promote a strong control environment and drive continuous improvement. Together, we champion an inclusive culture and adapt quickly to evolving business needs.The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Senior Manager, Risk

<h3>Job Description:</h3>The RoleDo you want to work for a fast paced, growing organization where people make the difference? Do you thrive on leading projects, operational efficiency and client service? Join us as a Sr. Business Analyst, Trust Operations, where you will work on a team supporting the Integrated Wealth Management clients.The Purpose of Your RoleThe Sr. Business Analyst’s primary role is to provide support of the critical initiatives outlined by the CE Trust Operations organization. Ability to perform a business analysis of the functions through diverse and complex projects, supporting multiple lines of business and products. Participates in tactical projects collaborating with internal business partners in Product, Operations, Implementation and Technology. Including external vendors and service providers that have an impact on both internal and external clients. Supports strategic projects as necessary.The Sr. Business Analyst will be responsible to provide analysis of the current processes and workflows to provide greater product applicability across multiple business units (IWMS, NF, and FFOS), with a focus to improve operational efficiencies within CE, specifically within the Trust Operations Group. The Sr. Business Analyst will participate in the design for new workflows in order to support the transition from the existing trust accounting system to the newly selected vendor. Required to track and report on issues related to the conversion of clients. In addition, the Sr Business Analyst will be required to become subject matter experts on the application, providing training to internal and external users.The Expertise We’re Looking For<ul><li>Bachelor’s Degree or equivalent experience preferred</li><li>5+ years of operations and/or service experience in the financial services industry</li><li>Knowledge of Trusts; specifically understanding of Principal and Income Accounting</li><li>Knowledge of Fidelity systems preferred</li><li>Strong familiarity with financial industry, with a good understanding of the Mutual Fund and Brokerage industry</li><li>Ability to lead projects and work independently with minimal direction</li></ul>The Skills You Bring<ul><li>Your knowledge of Bank/Trust Business</li><li>Your strong written, verbal and excellent interpersonal communication skills</li><li>Your ability to work in a fast-paced, team environment</li><li>Your ability with time management (multi-tasking) skills</li><li>Your ability to collaborate with internal business partners</li><li>Your ability to develop and monitor project plans, meet deliverables and manage escalations</li><li>Your creativity/forward-thinking</li><li>You have intermediate knowledge of Microsoft Office Applications</li></ul>The TeamThe Trust Operations team is primarily focused on supporting the integration between the FBSI Brokerage System and a Trust Accounting platform on behalf of our clients. Fidelity’s trust product offerings are complimentary offerings to attract and retain high net worth clients. The unique integration, and how both our internal and external clients use them, requires the Trust Operations team to interact with a variety of business partners in support of those products. Those partners include FCCS Product and Sales teams as well as Client Service and Implementation Support.How Your Work Impacts the OrganizationThe Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing &amp; Custody Solutions (FCCS), which includes banks and broker dealers in the clearing space and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.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.NOTE: This role is not eligible for sponsorship<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.

30 Project Management / Professional Services Jobs in Rhode Island