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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you interested in helping every associate at Fidelity, especially your colleagues in HR? Do you want to get involved in how AI technology might help make HR more efficient? Then this might be the role for you! The HR/Workday Squad Leader/product lead role is accountable for providing oversight and driving enhancements to Fidelity’s use of Workday for our payroll, time and absence HR processes/practices. A robust passion for continuous improvement with an aptitude for strategic thinking helps question what we do today with a plan for how we want to be in the future. You should bring an ability to turn concepts into reality to advance our experiences for Fidelity’s associates, managers and leaders leads to success. This is a critical role in our mission to deliver a digital experience that makes it easier to support associates while increasing efficiency and transforming HR through technology.</p><h3><strong>The Expertise And Skills You Bring:</strong></h3><p>You'll lead the effort to identify, design and deliver Workday product features to support Fidelity’s HR team in the areas of Payroll (US and Global), time keeping and Absence (Leave of Absence, Paid Time Off and more). You'll own/support key HR and/or Enterprise sponsored projects needing solutions from HR. You'll develop and implement a roadmap of product enhancements based on Workday and other vendor solutions and capabilities. You and your squad will partner with your Scrum Master and customers to prioritize and deliver MVP solutions. You'll be expected to influence vendor capabilities to optimize solutions for squad’s product areas. You'll help assist in managing production support and/or incident resolution in which leadership involvement required. You'll serve as a strong consultative partner to HR Business Partners and other business partners in service delivery for existing product functionality being utilized across Fidelity. You'll manage our practices to test, validation and implementation of changes in Workday. You'll help identify product gaps and/or future solution opportunities and help influence Workday product roadmaps. You'll partner as part of a squad with two squad leaders - helping with oversight to Mastertax and Benefits solutions as well as partnering with other HR Product/Squad Leads and broader HR Platform team to provide holistic solutions to our Fidelity associates, managers and other product users.</p><ul><li><p>5+ year of payroll, time, absence or benefits experience</p></li><li><p>Prior Workday knowledge a plus</p></li><li><p>Agile Methodologies / Mindset / Experience</p></li><li><p>Prior Product or Vendor management experience preferred</p></li><li><p>Understanding of an HR technology eco-system with prior HR experience preferred</p></li><li><p>Ability to translate conceptual product features into solution options and drive consensus</p></li><li><p>Ability to assess and set priority, manage prioritization and provide timely follow-up and resolution</p></li><li><p>Ability to work effectively in a fast-paced environment and handle multiple projects</p></li><li><p>Bachelor's degree (or equivalent experience) in HR, Product management and/or technology</p></li></ul><h3><strong>The Team</strong></h3><p>The HR Tools and Platform group within HR partners heavily with our Corporate Services Technology group to deliver modern solutions for our Fidelity HR team. With expertise in supporting and advancing some of the most industry-leading technology platforms for use by HR, you'll be part of a team sought after for our ability to solve problems, digitize our processes and improve our effectiveness and efficiency across all of HR.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

HR/Workday Squad Leader

<h3>Job Description:</h3><h3><strong>Risk Manager – PMO &amp; Corporate Services Risk Implementation </strong></h3><p>Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? Fidelity Investments is looking for a dynamic Risk Manager to join our team! In this role, you will have the outstanding opportunity to work cross functionally to protect the interests of our risk teams, firm and our customers, as well as drive the implementation of risk framework across business partners.</p><h3><strong>The Businesses We Support</strong></h3><p>Our Corporate Services Risk team provides Business Unit Risk support to a variety of Fidelity’s Corporate Functions, including Corporate Accounting, Treasury, Fidelity Real Estate Company, Corporate Affairs, Procurement, as well as building out risk support model across other Corporate Services functions.</p><p>In addition to supporting business functions, the team supports senior leadership in helping drive strategic initiatives, enabling effective execution to help position organization to deliver sustainable value to our business partners and achieve long term objectives.</p><h3><strong>Your Role</strong></h3><p>You will collaborate with the Director of Implementation, PMO &amp; Talent to support cross functional activities within FFIO, Corporate Services, Global Locations, and Enterprise Resiliency Risk Teams, such as reporting, meetings and events, financial budgeting, talent and development programs, as well as implementing the Corporate Services Risk framework with new business partners.</p><h3><strong>The Expertise You Have </strong></h3><ul><li>Bachelors’ Degree required</li><li>3+ years’ industry experience including Project Management, Audit or other Risk Management activities</li><li>Excellent verbal and written communication skills</li><li>Proven leadership or project management experience</li><li>Ambitious and determined approach to thrive and succeed in a fast-paced setting</li></ul><h3><strong>The Skills You Bring </strong></h3><ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Experienced with data analytics tools (e.g., Excel, PowerPoint, Tableau, Power BI); ability to apply data analytics to assess and monitor potential risks, providing actionable insights to the leadership team</li><li>Supports leadership in building out comprehensive reporting including but not limited to developing operational tracking to demonstrate progress on strategic execution, operational metrics, etc.</li><li>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li></ul><h3><strong>The Value You Deliver </strong></h3><ul><li>Helping to advance our data analytics strategies and use of digital technologies to support reporting, risk assessments and other activities; able to deliver clear and actionable reporting to support leadership decision making and improve operational efficiency</li><li>Collaborating cross functionally to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li><li>Supporting senior leadership implement strategic direction into actionable initiatives, while proactively contributing ideas to advance team growth success and value add</li></ul><h3>Company Overview</h3><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value</strong> our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com</p><p>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Risk Manager – PMO & Corporate Services Risk Implementation

<h3>Job Description:</h3><h3><strong>Risk Director - FFIO</strong></h3><p>Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The Fidelity Fund and Investment Operation (FFIO) Risk Team is looking for a passionate, hard-working team member to help support the business in identifying, monitoring and mitigating risks in order protect the interests of the firm and our customers.</p><h3><strong>The Businesses We Support</strong></h3><p>FFIO provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting, and moving money in support of fund shareholder transactions; and managing fund liquidity.</p><p>This role will primarily support the Fund Administration team as well as portions of Fund Operations within FFIO. This team, is part of a larger Risk team that supports other divisions of FFIO (e.g., Fund Operations, Fund Accounting, etc.) as well as a variety of Fidelity’s Corporate Functions.</p><h3><strong>The Expertise You Have </strong></h3><ul><li>Bachelors’ Degree required</li><li>10+ years’ industry experience, including some Audit or other Risk Management related activities</li><li>Financial statement or fund operations experience helpful but not required</li><li>Demonstrated leadership or project management experience</li></ul><h3><strong>The Skills You Bring </strong></h3><ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Tableau); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies</li><li>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others, tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation</li></ul><h3><strong>The Value You Deliver </strong></h3><p>The candidate’s primary responsibility will be providing business unit risk support, including:</p><ul><li>Proactively engaging with the business and leveraging data to identify risks, provide guidance, implement risk assessments, and perform testing activities</li><li>Continuously analyzing and assess the risk profile of the business</li><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</li><li>Collaborating across our Risk team and the broader organization to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul><h3>Company Overview</h3><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value</strong> our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com</p><p>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Risk Director - FFIO

<h3>Job Description:</h3><p><strong>Fixed Income Quantitative Research Internship</strong></p><p><strong>The Team</strong><br>Fidelity’s fixed income division is one of the country’s leading fixed income managers, with over $1.2 trillion in fixed income assets managed by a staff of roughly 200 investment professionals. Our fixed income division makes its headquarters in Merrimack, New Hampshire, though more than 20 of our division members are in Fidelity’s London office. We combine fundamental research on domestic and international debt issuers with macroeconomic and quantitative analysis to support investment decisions aimed at maximizing risk-adjusted total return for our clients.</p><p><strong>The Role</strong></p><p>Fidelity is seeking to hire a Quantitative Analyst Intern to join its Quantitative Research and Investments division. This position will flex between Fidelity’s office in Merrimack, New Hampshire and Boston, Massachusetts. The analyst intern will work with quants, portfolio managers, and traders on the fixed income team to develop quantitative techniques, models, and tools to support and strengthen the investment process. This is a unique opportunity to work alongside high caliber investment professionals within one of the world’s leading fixed income investment teams.</p><p>The ideal candidate will demonstrate strong academic performance, exceptional analytical and communication skills, and unwavering integrity. Success in this role requires creative thinking, independent decision-making, and the ability to develop and clearly communicate well-researched investment recommendations.</p><p><strong>Education &amp; Experience</strong></p><ul><li><p>Currently pursuing a graduate or PhD degree in a technical field (e.g., Financial Mathematics, Statistics, Physics, Computer Science, Economics) through Summer 2026</p></li><li><p>Proficiency in Python (or similar modeling language) and SQL</p></li><li><p>Strong analytical, quantitative, and problem-solving skills</p></li><li><p>Familiarity with fixed income analytics (preferred)</p></li><li><p>Structured thinking and intellectual curiosity</p></li><li><p>Effective communicator with the ability to explain complex ideas clearly</p></li><li><p>Collaborative team player with a passion for investing and the financial markets</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Understand, maintain, and improve analytic infrastructure related to the investment process</p></li><li><p>Collaborate closely with other investment and technology professionals within the division</p></li><li><p>Explain complex quantitative concepts to non-technical people</p></li><li><p>Take initiative and demonstrate leadership skills to advance the investment process</p></li></ul><p><strong>Location Requirements:</strong></p><p>The candidate may be based in Boston, MA, but must be able to travel to Merrimack, NH at least two days per week. Alternatively, the role can be fully based in Merrimack, NH.</p><p><strong>Intern Program Dates</strong></p><p>June 1st, 2026 – August 7th, 2026</p><p><strong>*Applicants must be available for the entire 10-week internship duration*</strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Quantitative Research Intern- Fixed Income Team

<h3>Job Description:</h3><p><strong>The Role</strong><br>We have an exciting sales opportunity in CT/RI working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:</p><ul><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li><li>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives in the CT (less Fairfield County) and RI markets.</li><li>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</li></ul><p><br><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>5 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Excellent interpersonal skills that translate into a positive client experience</li><li>Passion for sales and the ability to uncover and qualify new opportunities</li><li>Commitment to constant self-improvement and exhibit a competitive drive</li><li>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>High aptitude to learn new things quickly and adapt to new situations</li><li>Effective consultative sales and presentation skills</li></ul><p><strong>The Team</strong> </p><p>As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share. </p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Regional Director(External Wholesaler) CT/RI Territory

<h3>Job Description:</h3><p><strong>The Group</strong></p><p>Fidelity’s Fixed Income Division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income Division is headquartered in Merrimack, New Hampshire.</p><p><strong>The Role</strong></p><p>We are seeking a Research Analyst for our Investment Grade Research Team covering a subset of US banks and fincos as well as Yankee banks. We are looking for an individual who will combine in-depth research coverage with well- developed relative value skills for our bond funds and experience underwriting minimal credit risk determinations for our money market funds. The role requires the analyst to be willing and able to underwrite credit risk, and to be open to covering new issuers and new opportunities in the market. Time will be roughly evenly split between supporting Fidelity’s bond and money market fund investment processes.</p><p><strong>The Value You Deliver</strong></p><ul><li>Provide thorough fundamental analysis and research coverage of assigned companies.</li><li>Communicate credit opinions, relative value views and minimal credit risk determinations through published research as well as in-person meetings.</li><li>Generate investment ideas across a variety of sectors and instruments in a timely and well-communicated manner, as well as respond to investment opportunities in the market.</li><li>Participate in regular discussions on investment strategy and contribute to the ongoing development of the investment process.</li><li>Work closely with members of the investment team on a range of fixed income investment mandates. Coverage responsibilities will include companies that may be owned across the Fixed Income funds.</li><li>Work with investment professionals across Fidelity globally, including members of the equity, high income and alternatives and asset allocation teams.</li><li>Collaborate in a heavily team-based investment process.</li><li>Maintain strong relationships with issuers, rating agencies and analysts while also traveling regularly.</li><li>Work with junior members of the research team to delegate and oversee tasks to support the research team and investment process.</li></ul><p>The research analyst will interact regularly with other analysts, portfolio managers and traders across a variety of investment mandates. Our investment process is team-based. The successful analyst will contribute regularly and effectively to group activities. You will report to the Managing Director of Research for Financials and Structured Products.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>The ideal candidate will have the following qualifications and attributes:</p><ul><li>Five years or more experience as a fixed income analyst; prior experience covering US banks/fincos and Yankee banks (ideally Japan and/or Canada) is strongly preferred</li><li>Well-developed relative value ability and experience underwriting minimal credit risk for money market funds</li><li>Demonstrated success making fixed income investment recommendations</li><li>Strong analytical and technology skills</li><li>Critical thinking</li><li>Excellent oral and written communication</li><li>Good time management</li><li>Flexibility and skill in handling the demands of a broad and diverse coverage load</li><li>Ability to think creatively, work collaboratively and make decisions quickly, often with limited information</li><li>An ability to engage with portfolio managers, traders and quantitative analysts</li><li>The ability to develop and present investment ideas and investment information in a clear and effective way</li><li>A high level of enthusiasm for discovering and responding to new investment opportunities</li><li>Progress towards a CFA or an MBA is preferred</li><li>The confidence and the maturity to lead meetings internally and externally</li><li>Exhibit the highest level of personal and professional integrity</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Research Analyst

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

Workplace Planning Associate - Merrimack, NH

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Business Analyst Consultant on the Annuity &amp; Term Data Processing &amp; Calculations team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. </p><p>In this role, you will focus on building and enhancing the business systems that allow Fidelity associates to service customers with ease and to provide data that allows customers to self-service when desired. This includes a shared responsibility to support the configuration and administration of the ARK recordkeeping system as well as the data publishing. You will also play a critical role to support the Financial Reporting Database (FRDB) used primarily by the actuarial team in FILI.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 5-8 years of experience</li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Working knowledge on SQL, to perform basic querying and analyzing data (e.g., Oracle, Postgres, Snowflake).</li><li>Experience writing queries to investigate data.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Knowledge and understanding of reporting and dashboard tools (e.g., PowerBI, Tableau.)</li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle. </li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li><li>Strong execution background with the ability to multi-task and prioritize for efficiency and business need.</li><li>Proficiency with business process documentation</li><li>Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to break a Jira story down into small components, understand the underlying purpose and be able to test.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Product Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency. In this role you will partner with a variety of key stakeholders including other Teams withing the Platform Area, Wealth Digital Experience, Fidelity Insurance Agency (FIA), Fidelity Insurance Group (FIG), and Brokerage and enterprise partners.</p><p>Note: Fidelity will not provide immigration sponsorship for this position</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Business Analyst Consultant - Annuity & Term Data Processing & Calculations team

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you an experienced Sales and Relationship management professional with a proven ability to build, manage and grow relationships with sophisticated institutional investors? Can you represent Fidelity’s investment management capabilities – across asset classes – to both clients and prospects? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about a Vice President, Sales &amp; Relationship Manager role.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; MBA or CFA desired</li><li>15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions</li><li>Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity’s domestic and international investment offering</li><li>Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions</li><li>Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process</li><li>Strategic thinking and creative problem-solving to drive client retention and growth</li><li>Series 7 and 63 registrations</li><li>Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients</li><li>Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions</li><li>Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market</li><li>Passion for financial markets, investment process and the delivery of effective investment solutions</li><li>Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers</li><li>Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes</li><li>Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity’s institutional brand</li><li>Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace</li><li>Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment</li><li>Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>Fidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and is a gateway to Fidelity’s deep institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation. In this role, you will focus on selling Fidelity’s investment capabilities to Public Sector clients and prospects with greater than $500M of assets. The focus will be on Defined Benefit and Defined Contribution plans as well as balance sheet assets. These key areas of focus will require investment and financial acumen, attention to detail, the ability to listen and strategize with clients to develop solutions, while working across a demanding, but collaborative culture. As a key member of the Public Sector team, you will develop and implement a comprehensive, regionally focused, business development plan to raise new investment assets. </p><p><strong>Location: TBD (1/3rd of US Large Market Public Sector)</strong></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President, Public Sector Sales & Relationship Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity is looking to hire a Portfolio Manager to join its Fixed Income Division as a fiduciary for our growing taxable and tax-exempt separately managed retail account (SMA) business. The Fixed Income Division uses a team-based approach, and the Portfolio Manager will co-manage the accounts in partnership with the existing Portfolio Manager. The selected individual will help develop and implement investment strategies that provide a high level of income consistent with preservation of capital to be offered through Fidelity’s managed account businesses. As team co-leader, the Portfolio Manager will also assist in the development of technology infrastructure supporting the investment process, will contribute to ongoing product strategy design and will partner with business support groups to ensure delivery success.</p><p>This role will report to one of the Chief Investment Officers and will require close working relationships with other investment leaders, portfolio managers, analysts, traders, operational support professionals, and distribution channel partners. The position requires familiarity with the bond markets including market structure, and knowledge of portfolio analysis and construction techniques. Responsibilities also entail significant technology engagement, demand effective communication capability, and require demonstrated attention to detail. The chosen individual should seek continuous improvement of investment processes and skills in addition to risk-adjusted market returns.</p><p><strong>Primary Responsibilities</strong></p><ul><li><p><strong>Retail Separate Account Management</strong>: Daily investment and improvement of Fidelity’s bond Separately Managed Accounts (SMAs) for retail investors. Develop investment thesis and views to advise iterative optimizations and high volumes of small-lot trades. Investment objective of competitive, risk-adjusted returns over time.</p></li><li><p><strong>Research Integration</strong>: Engage analysts as key, ongoing contributors in investment strategy creation and implementation in alignment with team investment thesis.</p></li><li><p><strong>Trading Integration</strong>: Partner with taxable and municipal bond traders to execute strategies appropriately. Manage daily cash flows to ensure best execution and compliance with guidelines and policies. Coordinate the integration of the SMA trading activities with the those of other Fixed Income portfolios. Review completed trades to ensure desired execution.</p></li><li><p><strong>Quant Integration</strong>: Work closely with quant analysts on the PBM team to leverage taxable and municipal security level analytics and portfolio construction and order generation capabilities to systematize investments at scale for all accounts. Coordinate and develop tools to enable how broad market and sector level views are implemented in large number of smaller SMAs with significantly smaller set of securities.</p></li><li><p><strong>Technology</strong>: Partner with enterprise technology teams with respect to ongoing improvements to portfolio tools and platforms. Experience with Python/coding, optimizers and existing SMA vendors in the marketplace a plus.</p></li><li><p><strong>Product Development and Improvement</strong>: Work with product and advisory teams on ongoing product development and marketing efforts. Initiate and complete improvements of existing products as needed. Understand legal and compliance requirements for all managed products.</p></li><li><p><strong>Channel Support</strong>: Assist customer-facing distribution partners with representing market views, portfolio capabilities, performance, and related perspectives. Establish and deliver regular investment messaging materials to support distribution needs.</p></li></ul><p><strong>Qualifications</strong></p><ul><li><p>Fixed Income investment experience and demonstrating understanding and views of bond markets and market structure. Experience with the municipal bond market, issuers, fundamental factor and opportunities a plus.</p></li><li><p>Familiarity with fixed income risk, risk platforms, and risk metrics.</p></li><li><p>Genuinely interested in process improvement and efficiency.</p></li><li><p>Appreciation of and interest in the unique role of technology and coding in the SMA business.</p></li><li><p>Strong quantitative skills and technical skills a plus.</p></li><li><p>Creative thinker and problem-solver; flexible and welcoming of new insights and perspectives.</p></li><li><p>Meticulous attention to detail; strong ability to prioritize and manage time.</p></li><li><p>Humble teammate with consistent track record of partnering across the investment organization; passionate about developing and mentoring less experienced staff.</p></li><li><p>Unquestioned integrity and strong work ethic.</p></li><li><p>MBA or CFA.</p></li><li><p>5+ years investment experience desirable.</p></li></ul><p>​This is an outstanding opportunity to work with high-caliber investment professionals in one of the premier Fixed Income investment management divisions in the world. The ideal candidate will have demonstrated consistent success in their academic experience and work experience.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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