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<br><h4>Description</h4><h4><strong>Business Analyst, Customer Solutions</strong></h4><p>Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions?<br> As a Business Analyst in Customer Solutions Chapter, you will be a member of an Agile squad “Ideators” responsible for crafting an engaging experience for our clients in our Client Reporting &amp; Analytic product area. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) responsible for delivering specific business goals.<br> In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and positive relationship building. you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team!<br></p><h4><strong>The Expertise and Skills You Bring</strong></h4><ul><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements </li><li>Experience with workflow design, data analysis, data visualization, and impact analysis </li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available) </li><li>Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables </li><li>Participate and/or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives </li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases. </li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner </li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information with key stakeholders such as Subject Matter Experts, and Business Partners </li><li>3-5 years transferable experience </li><li>Bachelor’s degree preferred </li></ul><h4><strong>The Team</strong></h4><p>WI Customer Solutions provides the WI Agile organization with business analysts and consultants that are responsible for helping the business achieve results. WI's mission is to help employers attract and retain talent by helping them create a successful benefits program that improves their employees' overall well-being. Benefits programs include solutions such as 401k plans, pension plans, employee stock plans, student debt assistance, digital websites and apps, workshops, and communication programs.<br></p>

Fidelity TalentSource

Business Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The HR Corporate Services 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><p>As a Sr. Manager, you should be able to identify and assess risk, perform data analytics, work cross-organizationally, successfully cultivate relationships that enables you to develop and communicate recommendations for risk associated with human resources and payroll regulatory compliance.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>We are seeking a strategic and adaptable professional with a Bachelor's degree and over 7 years of industry experience, including a strong background in Human Resources. The ideal candidate will bring demonstrated expertise in risk assessment, control evaluation, and compliance testing, along with a solid understanding of human resources functions and processes. This role requires the ability to articulate and support the vision, mission, and strategy of Risk, while thinking creatively to challenge current practices and recommend improvements that mitigate risk and drive positive change. The candidate should be proficient in data analytics tools such as Excel, PowerPoint, Power BI, and Tableau, and capable of distilling complex information into clear, concise executive summaries for senior leadership. Strong communication skills, the ability to manage multiple priorities, and experience mentoring junior associates are essential. Success in this role also depends on building inclusive, collaborative relationships across key business partners, including HR, Payroll Operations, Global Mobility, Benefits, Corporate Tax, and Legal.</p><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p><strong>The Team</strong></p><p>Collaboration is key to our team, and you’ll work closely with Fidelity’s Enterprise HR Functions, Audit, Legal, Privacy and other Risk teams. Our team’s vision is to protect our customers and associates and deepen their trust in Fidelity by partnering with the business to identify risks and develop innovative solutions to enhance controls, while fostering a strong risk and compliance mindset within the business.</p><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><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

Senior Risk Manager

<h3><strong>Senior Hospitality Associate</strong></h3> <p>Join the Fidelity Real Estate Company by playing a key role in the regional workspace experience. This role reports to the <strong>Director, Facilities and Operations, </strong>in this role you will focus on hospitality service execution and onsite service delivery and assuring a magnetic and vibrant workday for all Fidelity associates Real Estate Company objectives. You will be an ambassador of the company hospitality mentality and responsible and responsible for meeting our global service promise standards and programs.</p> <p>The role is also responsible for delivering on strategy while providing, cross-functional support for the broader workspace experience team (Facilities, Amenities, Security, On-Site Tech Support, Associate Experience) to ensure the successful execution of business priorities across the region.</p> <p>Lastly, this position will focus on the execution and compliance of our experience and service standards within their assigned campus or office.</p> <p>Success in this role will result in the execution of our Fidelity Real Estate Company standards, achieving targets on experience happiness, and contributing to the retention of our talent in the organization.</p> <h3><strong>The Expertise You Have </strong></h3> <ul> <li>Undergraduate degree or relevant experience </li><li>Proven track record in hospitality is required, with preferred experience in Cross-functional team management, Hospitality/Customer Service and Commercial Real Estate. </li><li>Experience within the Financial Services industry is also valued. </li><li>Physical requirements include walking through buildings and occasionally performing light-duty activity such as moving IT (Informational Technology) equipment. </li><li>May need to work occasional extended hours (morning or evening) to support projects or activities. </li></ul> <h3><strong>The Skills You Bring </strong></h3> <ul> <li>Excel with meeting new people and networking and have a conscientious, thoughtful, and respectful demeanor </li><li>Have a consumer-first mentality with ability to identify and deliver against unmet needs </li><li>Excellent communication and interpersonal skills and a proficiency to influence others and build relationships </li><li>Exhibit confidence in communication </li><li>Demonstrate integrity, dependability, responsibility, accountability, self-awareness, and work ethic </li><li>Detail oriented with outstanding prioritization skills. </li><li>Highly inspired with a can-do approach and ability to problem-solve through a collaborative, unselfish, and team-oriented approach </li><li>You are proficient with Microsoft Office suite </li></ul> <h3><strong>The Value You Deliver </strong></h3> <ul> <li>Ensure the local site is functioning to quality standards and making recommendations to FREC teams if repairs or updates are required. </li><li>Identify and resolve issues with cleaning, IT, and conference room equipment. </li><li>Know and be able to implement building safety plans. </li><li>Support the execution of initiatives crafted to build connections between associates, including real estate workspace experience events, communications, and building walk-throughs. </li><li>Support the implementation of initiatives, processes, and strategy to further guest and associate experience. </li><li>Validating execution of global experience standards and standard operating procedures </li></ul> <h3><strong>The Team</strong></h3> <p>Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. FRE runs more than 9 million square feet of space in the United States and overseas, including 13 North American and six international corporate sites, four critically important data centers and more than 200 retail investor centers. Our team is customer-centric; everything we do focuses on delivering solutions that meet the needs of Fidelity associates at all levels.</p>

Sr. Hospitality Associate

<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 Financial Customer Associates (FCA) in our Merrimack site.</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><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>

Financial Customer Associate - Merrimack

<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 Merrimack 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><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>

Financial Customer Associate - Bilingual- Merrimack

<br><h4>Description</h4><h4><strong>Cybersecurity Consultant (Internal Audit Facilitator)</strong></h4><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Sr. Cybersecurity Consultant (Regulatory &amp; Audit) to work in Fidelity’s Enterprise Cybersecurity division in Boston, MA!</p><h4><strong>The Team</strong></h4><p>The Enterprise Cybersecurity (ECS) Regulatory &amp; Audit team helps ECS and corporate partners manage firm-wide cybersecurity risk by providing key support services. As part of Cyber Regulatory &amp; Audit, the ECS Internal Audit Engagement (IAE) team supports 25-30 internal audits annually. IAE seeks to reduce cyber risk through improved engagement and partnership with ECS Product Areas and Audit to ensure alignment, transparency, and efficiency throughout pre-audit, active audit, and post-audit efforts.</p><h4><strong>The Role</strong></h4><p>The ECS Internal Audit Engagement (IAE) team is seeking a hard-working and expert cybersecurity risk professional to support and partner with ECS Product Areas and Fidelity Corporate Audit. The role requires steadfast collaboration throughout the three phases of audit engagement: pre-audit (roadmap alignment, pre-audit control risk gap assessments, trend/theme analysis), active audit (risk quantification, drafting action plans, facilitating risk acceptances), and post-audit (action plan closure, reporting and metrics).</p><h4><strong>The Expertise and Skills You Bring</strong></h4><ul><li>Proven Risk Management and Mitigation experience </li><li>Strong Risk, Process, Cyber Threat Analysis, and Control Gap Assessment skill </li><li>Broad knowledge of cybersecurity threats and tactics </li><li>Understanding of NIST Cybersecurity Framework standards and practices, COBIT 5 </li><li>Knowledge of Operations &amp; Technology (identity &amp; access management; physical/personnel security; security ops assessments), Information Risk Management (vendor risk management; cloud computer security; data management), Software Development Process and application security. </li><li>Understanding of FAIR (Factor Analysis of Information Risk) cyber risk framework </li><li>Familiarity with Archer GRC, Jira, and ServiceNow </li></ul><h4><strong>General Business Skills</strong></h4><ul><li>Experience working as corporate/internal auditor or working with corporate audit function </li><li>Analyst mentality to deep dive into audit findings to understand and communicate risks and appropriate responses </li><li>Highly motivated, self-directed, independent problem solver with attention to detail. </li></ul><h4><strong>Responsibilities</strong></h4><ul><li>Partner with internal teams to identify ECS control gaps </li><li>Partner with Audit and ECS teams to confirm reported audit issues and perform FAIR quantitative risk assessments </li><li>Drafting responses (Action Plans) to address valid audit observations </li><li>Manage ECS Product Areas progress toward timely completion of action plans </li><li>Find opportunities to improve team processes to better support ECS Product Areas </li><li>Manage ECS Risk Acceptances </li><li>Maintain and make use of metrics that support various reports and critical meetings </li><li>Partner w/ ECS Product Areas to gain in-depth understanding of roadmaps, backlogs, etc. </li></ul><h4><strong>Education and Experience</strong></h4><ul><li>Bachelor’s degree (or equivalent experience) in technology, computer science, or engineering strongly preferred </li><li>5+ years’ experience in cybersecurity risk management, technology operations, system analysis, and/or project management </li><li>Certification a plus: CISSP (Information Systems Security Professional), CEH (Certified Ethical Hacker), CISA (Certified Information Systems Auditor) </li></ul><h4><strong>Dynamic Working</strong></h4><p>At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.</p>

Cybersecurity Consultant (Internal Audit Facilitator)

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?<p>Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.</p><p>Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.</p><p><strong>What to expect…</strong></p><p>As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you</p><ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul><p><strong>Advantages of Fidelity’s LAP journey…</strong></p><p><strong>You are learning.</strong> An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.</p><p><strong>You can explore</strong>. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!</p><p><strong>You get exposure.</strong> Understand what our culture is like and the impact we have in our communities and regions.</p><p><strong>You are growing.</strong> From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.</p><p>Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.</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>

Fidelity’s Licensing Accelerator Program (SIE®) - Merrimack, NH

<h3>Job Description:</h3><p><strong>The Role</strong><br>Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! </p><p><br><strong>What to expect… </strong><br>As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a></p><p><br><strong>2. Skill Development </strong><br>In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.</p><p>Our benefit 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> </p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales<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>

Customer Relationship Advocate Career Development Experience- Merrimack, NH

<h3>Job Description:</h3><p><strong>Is it time to make new investments into your career?</strong></p><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><p><strong>What to expect…</strong></p><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>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul><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><p><strong>The Skills You Bring</strong></p><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Value You Deliver</strong></p><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><p><strong>Our Investments in You</strong></p><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>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul><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>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><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><br>Join our team of Customer Service Representatives, also know as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! </p><p><br><strong>What to expect… </strong><br>As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a></p><p><br><strong>2. Skill Development </strong><br>In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.</p><p>Our benefit 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> </p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales<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 New Hampshire