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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As a Scrum Master you blend deep scrum expertise with a passion for mentoring and coaching, and constant improvement. As part of a highly collaborative squad you will advise, mentor, coach and train on performance against agile values, practices and processes to accelerate squad value delivery. In partnership with the squad leader you will maintain a backlog, help to remove impediments and facilitate agile events such as the daily scrum meeting, sprint planning, backlog refinement and retrospectives. You will have responsibility for release management coordination and participate in scaling events and activities as you manage interdependencies across squads and product areas. You will examine and drive team performance through metrics and find opportunities for the squad to fully realize the benefits of working in an agile structure.</p><ul><li><p>Working collaboratively with up to two squads and chapter leaders to enable delivery of the squad's mission through well-executed sprints</p></li><li><p>Accelerating overall squad performance, efficiency and value delivered by engaging within and across squads to find opportunities to improve agile maturity and metrics, and providing coaching, training and resources</p></li><li><p>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</p></li><li><p>Managing, coordinating logistics for and participating in agile events (e.g., backlog prioritization, sprint planning, daily meetings, retrospectives and as appropriate, scrum of scrum masters)</p></li><li><p>Supporting adoption, and consistent use of enabling tools (e.g., Jira, Jira Align, Miro, MS Teams)</p></li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>Bachelors Degree or Comparable Military Experience</p></li><li><p>Certified Scrum Master / Advanced Certified Scrum Master Preferred</p></li><li><p>Jira experience a plus</p></li><li><p>Experience working as a scrum team member preferred</p></li><li><p>At least 5+ years’ experience in Agile environment, Scrum Master experience preferred</p></li><li><p>Financial services experience preferred</p></li><li><p>Excellent communication and people-interaction skills and ability to rapidly build trust and positively influence others at all levels of the organization</p></li><li><p>Demonstrate a continuous improvement approach</p></li><li><p>Proven change agent capable of coaching agile practices to teams and individuals from across different functions, experiences and locations as they work through new and unfamiliar situations.</p></li><li><p>Effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerate customer delivery</p></li><li><p>Intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><br><strong>The Team</strong></h3><p>You will support one or more cross-functional squads, engaging with all team members and the Squad Leader to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. The squads are located in IWMS Data Externalization product area. </p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Scrum Master - Institutional Wealth Management Services

<h3>Job Description:</h3><p><strong>Vice President, Asset Management Compliance – Digital Asset Class Lead</strong></p><p>Be a part of Fidelity Asset Management’s digital asset initiatives and join Fidelity’s efforts to further the framework and structure needed in crypto research, tokenization, investment product development, distribution, and digital asset education. The Digital Asset Management team strives to deliver a diverse range of digital asset investment vehicles and capabilities to meet the growing needs of our retail, intermediary, and institutional clients. The team includes compliance, trading, business development, product, fund operations, and business operations.</p><p>Asset Management Compliance ('AMC') works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.</p><p><strong>The Role</strong></p><p>As the lead compliance associate for the digital asset team, you will build and maintain relationships with business partners, advise on policy matters, and coordinate key compliance activities relevant to digital assets. You are responsible for working with the broader AMC to implement this compliance program, which supports critical initiatives, new products, business partner reporting, and error resolution.</p><p>In this role, you will build and maintain strong working relationships with Fidelity senior management, providing timely awareness of key risks, issues, and results with Asset Management leaders.</p><h3>Primary Responsibilities</h3><ul><li><p>Design, lead and maintain the digital asset compliance program and serve as the compliance contact for digital assets.</p></li><li><p>Develop an overall strategic vision for the digital assets compliance functional areas.</p></li><li><p>Develop compliance policies and procedures; monitor the design and operating effectiveness of controls; track legal and regulatory changes and trends; identify and resolve digital assets compliance issues; and help oversee regulatory examinations and assessments.</p></li><li><p>Support from a compliance standpoint a broad range of activity across digital asset products and services businesses, including developing new products and services and launching new business initiatives.</p></li><li><p>Partner with trading, portfolio management, research, legal, risk and operational teams in support of operations and client portfolios.</p></li></ul><p><strong>The Expertise You Have</strong></p><ul><li><p>Bachelor’s degree or equivalent</p></li><li><p>13+ years of compliance, legal and/or regulatory experience</p></li><li><p>Strong understanding of digital assets and blockchain technologies, including crypto assets, stablecoins, non-fungible tokens (NFTs), central bank digital currencies (CBDCs), security tokens, and different types of blockchain protocols.</p></li><li><p>Strong understanding of the asset management industry, securities markets, and buy-side trading</p></li><li><p>Broad familiarity with Fidelity’s businesses</p></li><li><p>Ability to think, influence and act quickly in response to issues</p></li></ul><p><strong>The Skills Your Bring</strong></p><ul><li><p>Strong leadership skills that embody Fidelity’s Leadership Principles</p></li><li><p>Outstanding relationship management, communication, collaboration, and influencing skills</p></li><li><p>Entrepreneurial thinker; accountable for and skilled in exercising good judgment</p></li><li><p>High degree of integrity and strong work ethic; orientation toward results; positive demeanor</p></li><li><p>Strong analytical, interpersonal, and problem-solving skills</p></li><li><p>Ability to simultaneously identify, prioritize, and address multiple issues and quickly respond to shifts in priorities</p></li><li><p>Ability to collaborate with others in a team-oriented, fast-paced environment</p></li></ul><p>#CryptoSpecialized</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Vice President, Asset Management Compliance – Digital Asset Class Lead

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are looking for a highly motivated and experienced individual to join the team as a Business Analyst Consultant providing project management support for Fidelity Fund and Brokerage Operations &amp; Technology Billing teams and applications.</p><p>The business analyst will establish and manage formal intake process within billing for all new business, product and commercialization efforts, currently aligned by segment, thereby creating scale and consistency allowing billing associates to focus on core activities. You will own billing standards to drive consistency in data requirements to successfully launch new products and services by creating re-usable billing capabilities.</p><p>In addition, the business analyst leads initiatives such as Billing Modernization program with diverse complexity and scope. Our analyst provides business &amp; technical knowledge while collaborating with the various squad members to drive business requirements and business testing to support the program’s dedication to accuracy and quality billing.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree with 7+ years of professional experience</p></li><li><p>8+ years of related experience with project management, Agile Enablement, Business Analysis and/or Financial Support of Technology organizations strongly preferred.</p></li><li><p>Ability to assess stakeholder needs and effectively communicate recommendations and influence leadership as needed.</p></li><li><p>Proven experience in analyzing data to produce actionable insights</p></li><li><p>Experience carrying out projects in an agile environment</p></li><li><p>Strong interpersonal skills with the ability to build productive, collaborative relationships across a broad array of functional areas.</p></li><li><p>Can manage multiple, competing priorities and make sound/independent decisions.</p></li><li><p>Proven experience working with querying tools or data visualization tools (Tableau, PowerBI, Business Objects, SQL)</p></li><li><p>Knowledge of FI Billing Platform preferred</p></li></ul><p><strong>The Team</strong></p><p>The Fidelity FBOT Billing Program Management team is a centralized function which provides business analyst and project management support for all the Fidelity IWMS Clearing and Custody Billing teams and applications. The team supports all in house billing applications: Generic rules engine, Billing Solutions, Varicent, and 12b1.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong> </p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Business Analyst Consultant

<h3>Job Description:</h3><p><strong>Senior Advisor, Asset Management Compliance Center of Excellence</strong></p><p>Asset Management Compliance ('AMC') works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.</p><p><strong>The Role</strong></p><p>As a Senior Advisor in the AMC Initiatives Management Center of Excellence you will assess the impacts of new products, investment capabilities, and regulatory changes to the AMC operating model. You will build, lead, and support implementation plans that ensure readiness across all functional areas within AMC while representing AMC with product and regulatory facing business partners across Fidelity. The Center of Excellence Senior Advisor will design, build, and maintain robust product and regulatory intake, implementation, and metrics reporting tools to drive and support collaboration, readiness, and transparency.</p><p>In this role, you will lead or support a variety of initiatives with a focus on Asset Management high growth areas, such as, alternative products or digital assets. You will build and maintain strong working relationships with Fidelity senior management and initiative stakeholders, providing timely awareness of key risks, issues, and results across AMC and with key Asset Management leaders and business partners. </p><p><strong>The Expertise You Have</strong></p><ul><li><p>Bachelor’s degree or equivalent</p></li><li><p>At least six years financial services experience with a preference for a background in compliance, legal and/or regulatory experience. </p></li><li><p>Working knowledge of alternative investment strategies is a plus.</p></li><li><p>An understanding of asset management laws and regulations, including investment company, investment adviser businesses, and commodities rules as well as knowledge of industry practices relating to alternative investments.</p></li><li><p>Experience and technical expertise with practices that pertain to the asset management industry, including the investment process, derivatives and other instrument types, disclosure practices, trading and allocation issues, fund treasury and accounting matters, transfer agent, distribution, and custodial practices.</p></li><li><p>An understanding of compliance programs, including compliance policies and procedures, control frameworks, and risk assessments, with an approach to evaluate opportunities for improvements.</p></li></ul><p><strong>The Skills Your Bring</strong></p><ul><li><p>Outstanding organizational skills, including working on project teams while also contributing individual work.</p></li><li><p>Strong communication, presentation, and relationship management skills</p></li><li><p>Excellent interpersonal skills and the ability to work collaboratively across functions.</p></li><li><p>Strong analytic skills, resourcefulness, problem-solving abilities, and attention to detail</p></li><li><p>Ability to understand complex issues and regulatory requirements and to provide clear and concise explanations in written and verbal communications.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Senior Advisor, Asset Management Compliance

<h3>Job Description:</h3><p><strong>Senior Product Manager, Risk and Customer Protection</strong></p><p>Fidelity Investments has an opening for a Senior Product Manager that presents an outstanding opportunity to further an individual’s career in fraud controls and customer experience at one of the top financial service companies in America. We are a customer-facing team that provides customer protection support to Fortune 500 companies, major universities, and leading technology, finance, and healthcare companies. In this role, you will bring and grow your security, risk and fraud domain expertise to support multiple business and technology partners. You will engage with Product and Squad Leaders playing a direct role in understanding control gaps and working with partners to help mitigate fraud events against Fidelity customers and plan sponsors. You will help identify the WI and Core and Common security roadmap of our customer experience.</p><p>Specific responsibilities include:</p><ul><li>Applying a solid grasp of information technology processes and controls and a comprehensive understanding of risk and Cyber Threat Intelligence.</li><li>Representing Customer Protection across various technology and business disciplines, with a focus on fraud prevention controls while conveying customer security expectations.</li><li>Influence key decision makers through a combination of knowledge, reasoning, data analysis, and excellent writing and communication skills.</li><li>Understanding, detailing and communicating status of projects within programs. Following the principles of Disclose, Accountability, Respond and Next Steps: Call out and communicate identified incidents or risks to the leadership team.</li><li>Identifying where analysis is needed to take ideas from strategy to solutions.</li><li>Knowing the latest industry fraud prevention trends and standard processes helping to ensure Fidelity meets evolving client expectations in these areas.</li></ul><p>You will have the opportunity to engage and form relationships across business units including technology, cybersecurity, business operations, customer contact centers, experience design, fraud intelligence and risk management groups.</p><p><strong>The Value You Deliver</strong></p><ul><li>Identify fraud trends with our customers to help influence the security roadmap.</li><li>Curiosity and passion to convey the risk of emerging threats in cybersecurity to our partners in business and technology.</li><li>Help to Maintain Fidelity’s Leadership position in Fraud Prevention.</li><li>Providing assurance with Workplace Partners and customers.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>6-8 years of experience in information technology risk, cyber security, controls or audit roles.</li><li>Bachelor’s Degree or equivalent experience in a Criminal Justice, Technology, Finance, or an equivalent area of study. Professional technology risk certifications (CISSP, Advanced Degree, CISM) preferred.</li><li>Proven technical abilities in multiple areas (e.g., technology infrastructure and application controls, cyber security)</li><li>Apply robust critical thinking and analytical skills in a constantly evolving threat landscape.</li><li>Outstanding organizational, communication, and collaboration skills with corresponding successful experience operating in a fast-paced, regulated environment.</li><li>Experience in Agile methodologies or iterative development processes.</li><li>Ability to draw on the expertise of colleagues to bring forth the best story.</li></ul><p><strong>The Team</strong></p><p>You will support the Customer Protection Experience team, a component of the Fidelity Workplace Customer Protection Center of Excellence (CoE). Our goal is to protect the Workplace community of thousands of plan sponsors and millions of participants and continue to advance Fidelity as a global leader in cybersecurity, data privacy, and fraud prevention.</p><p>As a member of the COE, you would be joining a culture that is defined by how our team member's work. We:</p><ul><li>Are <strong>trusted, collaborative partners</strong> who are engaged and transparent.</li><li>Are <strong>security subject matter experts</strong> and continuous learners that are passionate about protecting our customers.</li><li>Take <strong>personal accountability for quality &amp; timely delivery</strong> of our services.</li><li>Demonstrate <strong>inclusion and empathy</strong> where everyone feels safe to be their authentic selves.</li><li>Foster <strong>associates’ well-being</strong> by supporting work-life balance and guilt-free time off.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Senior Product Manager, Risk and Customer Protection

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As the Data Analysis and Insights Chapter, we support the Data Domain by blending expertise in business intelligence and analytics with a passion for delivering results. In an agile structure, we partner with squads and business partners to deliver specific product features and ensure respective products or services are designed to the optimal standard. We ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. We collaborate as squad members and work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. We are committed to developing our own expertise and knowledge to ensure we bring the latest thinking to our roles.</p><p>The Senior Manager, Data Analysis and Insights acts as a domain expert who proposes and delivers targeted research and analytics required to support business decision making. This role leads complex projects with a functional divisional impact, demonstrates strategic thinking, tactical planning, and has strong business intelligence technical skills. This role serves as a strong business communicator with senior leaders, sponsors, and peers, collaborating with them to create key findings for sophisticated business problems. The Senior Manager is an individual contributor and does not directly oversee staff.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s or equivalent Degree with 6+ years of experience working with business intelligence solutions</p></li><li><p>Passion for using data in creative ways that tell a story and drive an impactful result</p></li><li><p>Demonstrated experience in analytical thinking, influencing, and problem solving</p></li><li><p>Expertise with data workflow tools, solid understanding of data and database concepts, tools, and technologies with ability to optimize and drive scale</p></li><li><p>Solid understanding of the BI product life cycle and proven experience working with large data sets</p></li><li><p>Experience serving as a change agent and influencer helping end users adopt innovative approaches to business intelligence and data driven culture</p></li><li><p>Proven knowledge and applied professional experience with multiple BI (Business Intelligence) and analytical tools such as Alteryx, Tableau, and Power BI</p></li><li><p>Experience with writing and decoding SQL</p></li><li><p>Takes a consultative approach understanding needs of others and regularly communicating ideas or suggestions in terms that lead to actionable outcomes and building lasting partnerships with stakeholders</p></li><li><p>Using fact-finding, effective questioning techniques, and diagnostic tools to identify and analyze problems</p></li><li><p>Developing and implementing quick turnaround ad-hoc queries to research and understand factors that may be impacting business performance</p></li><li><p>Agile experience, preferred</p></li><li><p>Presentation experience to Executive and Senior Leadership, preferred</p></li><li><p>Financial services experience, preferred</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>We collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile culture.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Senior Manager, Data Analytics and Insights

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you a strategic problem solver who loves to sift through data to unearth new insights? Then join the Enterprise Unified Communications mission of creating one continuous and compelling conversation with our customers across the Fidelity Brand!</p><p>We are seeking a strategic Director of Service &amp; Transaction Communication Data Strategy to lead data-driven decision-making efforts. In this role, you will demonstrate expertise with data, storytelling, and executive influence to drive business growth and operational excellence. You will work closely with cross Enterprise teams to develop and implement a data strategy that aligns with our business objectives, ensuring data is a core asset in crafting our future service and transaction communications.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Demonstrated ability in data analytics, data strategy, or business intelligence, with a proven record of leadership.</p></li><li><p>Strong ability to tell a story with data, making complex analytics digestible for executives.</p></li><li><p>Experience designing and driving enterprise-wide data strategies that deliver measurable business impact.</p></li><li><p>Proficiency in Tableau, Snowflake and advanced analytics methodologies.</p></li><li><p>Familiarity with modern data architectures, cloud platforms, and AI s is a plus.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p>The team sits within the Enterprise Digital Capabilities team within Digital Products domain as part of the Fidelity Brokerage business unit. Digital Products' priority is to drive our digital business by optimizing channels and delivering core capabilities in support of attracting and deepening relationships with our self-directed customers.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Director, Service & Transaction Communication Data Strategy

<h3>Job Description:</h3><p>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?</p><p>If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.</p><h3>The Team</h3><p>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.</p><h3>The <strong>Skills</strong> 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 <strong>Expertise</strong> We’re Looking For</h3><ul><li>2+ 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 <strong>Value</strong> 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 Insights<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Representative - Providence, RI

<h3>Job Description:</h3><p>Do you genuinely enjoy making a difference in the lives of others? If you answered “<strong>yes</strong>” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Smithfield site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.</p><p>In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​</p><p><strong>What to expect…</strong></p><p>As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.</p><ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>Our Investments in You</strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a></p><p><strong>Shifts and Hours:</strong> Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST</p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

23 Project Management / Professional Services Jobs in Rhode Island