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<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Financial Consultant - Hilton Head, SC

<h3>Job Description:</h3>Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | Chairman &amp; CEO Fidelity InvestmentsIs it time to explore new challenges in your career?With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you will have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>Proven Leadership Experience</li><li>Previous Management or Leadership Experience in financial services is a plus.</li><li>Series 7, 63, 9/10 licenses required or able to obtain within 120 days</li></ul>The Purpose of Your RoleThe Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.The Skills You Bring<ul><li>Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop.</li><li>Your ability to balance leadership and supervisory responsibilities.</li><li>Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success, and reward.</li><li>Your experience with regulatory and compliance practices and rules</li><li>Your relationship expertise, leading with empathy and enhancing team cohesion.</li></ul>The Support You ReceiveWe want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.Our Investments in YouWe believe it is important to approach life holistically. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></li></ul>The Value You Deliver<ul><li>Coaching and developing a team of associates to deliver an outstanding experience to our clients.</li><li>Enabling your team to drive outstanding client service interactions/ results.</li><li>Helping associates realize their own personal definitions of success.</li><li>Ability to inspire associates to deliver their best.</li><li>Partnering with associates to build personalized plans that support their development towards career goals.</li><li>Protecting the Fidelity brand through active supervision of associate interactions and transactions</li><li>Being coachable, collaborative, and curious are your go to attributes.</li></ul>We believe in being #Different TogetherFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender, or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership, or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Team Leader, Client Services

<h3>Job Description:</h3>The RoleReporting to the Head of Operations and Business Development, you will be responsible for delivering quality solutions for Fidelity Investment Life Insurance (FILI) by supporting the successful planning, execution, and delivery of cross-enterprise insurance related initiatives while ensuring consistency with company strategy, commitments, and goals.The Program Manager works in conjunction with FILI and cross-enterprise leaders at the portfolio and program level to coordinate initiatives by providing oversight from initial assessment through solution launch with an emphasis on business readiness activities. This role will be primarily focused on supporting cross domain work to launch new insurance products, as well as other strategic insurance initiatives across the organization.<ul><li>Organizing, collaborating to set success measures, and monitoring assigned initiatives to support the organization’s key objectives</li><li>Partnering with cross-functional teams—including Actuarial, Underwriting, Product, Operations, and Technology—to ensure alignment and integration of deliverables across domains</li><li>Working with program/initiative teams to manage issues and risks throughout project lifecycle</li><li>Facilitation of initiative business readiness activities including planning and deployment of product improvements</li><li>Providing status updates on a regular basis to FILI leadership and key partners for assigned initiatives</li><li>Identifying and implementing process improvements to enhance program delivery efficiency, stakeholder engagement, and overall initiative outcomes</li></ul>The Expertise and Skills You Bring<ul><li>5-7 years of related program management experience in financial services, systems development, product development, and/or project/program management</li><li>Bachelor’s degree required</li><li>Experience with insurance is a plus</li><li>Experience in Agile/Scrum, SAFe, and Six Sigma is beneficial</li><li>Ability to understand sophisticated business environments and interdependent relationships for business requirements</li><li>Well-demonstrated leadership skills, a strong sense of ownership, and dedication to results</li><li>Change Management leadership including leading teams through resistance to change</li><li>Ability to lead, direct, and empower product and technology team members without formal management authority</li><li>Strong consultative, listening, communication and problem-solving skills</li><li>Critical thinker with good judgment and initiative</li><li>Strong interpersonal skills, including the ability to work across the organization and influence at all levels of management and peers</li><li>Excellent command of verbal and written communications</li><li>Highly organized with ability to meet internal goals</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role will be a critical member within FILI’s Operations and Strategy team. FILI is responsible for providing financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death.The base salary range for this position is $103,000-211,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Program/Project Management

Director, Program Manager, Fidelity Investments Life Insurance

<h3>Job Description:</h3><h3>Sr. Abandoned Property Analyst</h3>The Role<h3>The objective of this role is to facilitate reconciliation, file reports and remittance of property to the states for those customers that are lost.</h3><h3>- Conduct search efforts for lost customers</h3><ul><li>Maintain documentation of all search efforts according to standardized procedures</li><li>Coordinate the reissue of checks and the transfer of shares based on customer responses</li><li> Respond to inquiries received by various state and regulatory agencies and maintain state correspondence database.</li></ul><h3>- Reconcile state accounts</h3><ul><li>Prepare reconciliation spreadsheets for each state</li><li>Reconcile state accounts and produce reporting records as necessary for each state.</li><li>Validate the reconciliation for each state</li></ul><h3>- Remit property to states</h3><ul><li>Communicate with state administrators or their agents to obtain delivery instructions for securities and mutual fund shares</li><li>Coordinate delivery of property, in accordance with state instructions, with other Fidelity Business units</li></ul>- Process reclaims for customers who are located after having been reported to a state<ul><li>Respond to inquiries from customers who were reported in prior years</li><li>Work with state unclaimed property departments to facilitate reclaims regarding prior years’ filings</li><li>Calculate historical dividend distributions, if applicable</li><li>Coordinate account transfers between state accounts and customer accounts upon direction from the state</li></ul><h3>- Respond to state requests</h3><ul><li>Provide information on reported property</li><li>Coordinate requests for redemptions and securities deliveries</li></ul><h3>- Projects</h3><ul><li>Work on various technical and non-technical projects such as assist in gathering requirement</li><li>Pull ad hoc reports as requested by business partners</li><li>Maintain policy and procedures</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Intermediate level of Microsoft Office suite (Excel, PowerPoint, Word) skills required; advanced skills preferred.</li><li>Attention to detail and accuracy</li><li>Basic math skills</li><li>Computer proficiency, knowledge of, or ability to learn, internal Fidelity programs (XTRAC, AWD, Service Center Desktop, FBSI, IRF, CDV, etc.)</li><li>Knowledge of brokerage/OSG and WI operations is preferred</li><li>A bachelor’s degree is required.</li><li>3-5 years’ work experience in the brokerage, mutual fund or financial services industry is required.</li></ul><h3>Fidelity is not providing immigration sponsorship for this position</h3><h3>The Team</h3><h3>How Your Work Impacts the Organization - The Abandoned Property Team is responsible for filing annual reports to each state of property that meets state law criteria to be considered unclaimed or abandoned, and for delivering that property to the state in a timely manner. The team also reconciles in-house accounts that are maintained for each state.</h3><h3>Certifications:</h3><h3>Category:</h3>ComplianceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Sr. Abandoned Property Analyst

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Pasadena, CA

<h3>Job Description:</h3>Team Lead, Advisor ExperienceAre you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? The Team Lead of the Advisor Experience team is responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Team Lead assists in leadership responsibilities of the team and day to day management responsibilities as well as optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come. Still interested? Read on.Note: Fidelity is not providing immigration sponsorship for this position<ul><li>The work shift for this role is 9:00 AM – 5:30 PM CST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)</li></ul>The RoleThe Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). A member of our team optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.The Expertise and Skills You Bring <ul><li>Bachelor’s degree is required and a Master’s degree is preferred</li><li>Your proficient verbal and written communication skills required</li><li>Minimum 3 years of customer service experience; In a contact center environment is strongly preferred.</li><li>1 year of direct leadership experience preferred.</li><li>Proven track record of metrics management.</li><li>2 - 3 years Customer Service, Service Operations or UHNW background strongly preferred</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You can collaborate in a team environment</li><li>You can navigate customer concern remediation</li><li>You can proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season).</li></ul>The Value You Deliver<ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li><li>Prepare team for upcoming service changes / initiatives (org readiness)</li><li>Review calls/emails for journals and wires over $1M for accuracy</li><li>Analyze caller surveys to identify and coach on poor surveys</li><li>Review team metrics daily</li><li>Facilitate Monthly scheduled coaching sessions with team members</li><li>Assist in maintaining call flows</li><li>·Providing outstanding customer service via phones and email communication</li></ul><h3>How Your Work Impacts the Organization</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Team Lead, Advisor Experience

<h3>Job Description:</h3>The RoleFidelity Fund and Investment Operations (FFIO) seeks a highly experienced and motivated strategy and planning professional for the role of VP, Business Strategy. This role is a highly collaborative position which requires regular active engagement with the Head of Fidelity Fund and Investment Operations, the FFIO senior team, and other senior leaders throughout the firm. Providing thought leadership on strategic and operating goals, stability and resilience and identifying implications for business goals and objectives.The Expertise and Skills You Bring An advanced degree, (MBA or Bachelor’s degree with 12+ years of consulting or strategy experience), and professional accreditation is preferred. We are looking for expertise in strategy, development, portfolio planning, consulting, business enablement and engagement. Outstanding communication, story-telling ability, conceptual thinking, and problem-solving capabilities. Strong leadership skills with proven ability to motivate and achieve results through others including direct and indirect reports and business partners. Proven ability to translate strategy into action that drives clear and measurable outcomes.<ul><li>Proven ability to provide structure, coordination, and Chief of Staff support to ensure FFIO Senior Team engagement on relevant topics internal and external to FFIO and Fidelity Brokerage Operations &amp; Technology (FBOT).</li><li>Create, facilitate, and lead preparation of Executive, Board, and Operating Committee analyses and presentations.</li><li>Provide consulting and limited execution support on strategic programs that span multiple functions across FFIO.</li><li>Provide oversight leadership and expertise to allow FFIO to effectively and efficiently understand and manage risk, legal and regulatory duties through broad program management.</li><li>Familiarity with Fidelity’s strategic planning cycles and methodologies preferred </li></ul>As the VP, Business Strategy you will also be expected to facilitate the consolidation and delivery of the overall strategy for the FFIO business, manifested in a multi-year plan and supporting materials, which will include:<ul><li>Articulation of our top priorities and the bodies of work that will align to those priorities, along with their respective statuses and impact.</li><li>Development and maintenance of leadership scorecards that align tightly to the strategy plan.</li><li>In partnership with Finance, the budget creation that can deliver success against strategic priorities while meeting financial constraints.</li></ul><ul><li>Facilitate and support the FFIO’s leadership team’s discussion of strategic and financial priorities; coordinate the timely execution of strategy and planning deliverables across operational teams </li></ul><ul><li>Participate in and support the development of the FFIO strategy and transform the organization’s strategies, goals, and vision into execution and measurements. </li><li>Partner with Technology and Finance to lead efforts to develop business cases, which will secure approval and funding of new &amp; prospective cross FFIO initiatives. </li><li>Build and deliver updates on the financial and strategic performance of the FFIO business within FBOT and across the rest of the firm.</li><li>Partner with Technology and Finance on a variety of regular and ad-hoc financial and strategic processes to drive decision making, enable visibility and ensure tighter alignment with enterprise goals.</li><li>Team with FFIO and FBOT communications to support communications from the Head of Fidelity Fund and Investment Operations and the Head of Fund and Brokerage Operations &amp; Technology.</li><li>Develop new ideas and concepts to provoke dialog and challenge the thinking behind our strategy and plan.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Team Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services. We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you. Fidelity Fund &amp; Investment Operations (FFIO) is a division of Fidelity Investments, which provides investment management support services to Fidelity businesses and mutual fund shareholders. FFIO provides a wide range of asset servicing functions including proxy research, information and data services, pricing, cash management, accounting, integrated solutions, relationship management, and global product services. The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Business Strategy

VP, Business Strategy

<h3>Job Description:</h3>The RoleDo you want to make a difference and be part of a highly collaborative, cross-functional team committed to leading business design of products and platform capabilities? You will work within a squad partnering closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities to meet the needs of retail, intermediary, and institutional clients.As a Product Analyst, you blend deep knowledge of Product Management and Business Analysis skills, with the ability to drive business deliverables within the Product Development Life Cycle with a passion for empathizing with customers, defining the problem statement, generating solution ideas, collaborating, and seeing products come to life!There are three primary principles of being a great Product Analyst in the Product Analysis and Design Chapter Area: <ul><li>Strategy: Understanding the problem or the 'why' and aligning it to the mission</li></ul><ul><li>Execution: This is where and how the work gets done</li></ul><ul><li>Business Readiness: How do you drive your product to launch and support after launch</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required, master’s in business and or relevant technology leadership focus is significantly beneficial</li><li>3+ years of experience working within a product management team focused on delivery, technology, and software development. Must possess good analytical skills and technical aptitude</li><li>Bring a voice of influence and impact to the agile team and interdependent teams by understanding the vision of the agile team and highlighting multiple touch points to collaborate across teams and move towards the business goal with strong communication and navigating through complex capabilities</li><li>Be proficient at all stages of the Product Delivery Lifecycle focusing on driving change to how we do business to bring a product from strategy to the marketplace</li><li>Ability to focus on and understand the customer experience end to end and identify pain points while working across stakeholders to be able to communicate to the agile team with epics and stories</li><li>Demonstrate a grow and learn mindset to advance skills and standards and approach the work with a constant learning curiosity to keep current and be able to keep your team current on skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The Team This is an excellent opportunity to join the Product Analysis and Design Chapter Area and work on solutions to drive Fidelity Institutional business forward. The Product Analysis and Design Chapter Area aligns with Fidelity Institutional business partners in an agile way of working! By putting autonomous agile teams, at the front of delivering incredible client value and supporting all associates to be motivated towards continuous improvement and career development. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative learning agile culture.#BusinessAnalysis #ProductManagement #ProductAnalyst<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Product Analyst

<h3>Job Description:</h3>Vice President – Background InvestigationsThe RoleAs Vice President within Fidelity’s Investigations program, you will lead a high-performing team responsible for conducting comprehensive global background investigations for new and existing associates as well as other sensitive investigative matters. Operating in a dynamic, fast-paced environment, you will apply deep investigative expertise while collaborating across business units to ensure thorough vetting and risk mitigation.This leadership role is pivotal in shaping the strategic direction of the investigative function, driving operational excellence, and ensuring alignment with regulatory and organizational standards. You will oversee investigative operations, consult with key stakeholders, and contribute to firm-wide security initiatives.Key Responsibilities:<ul><li>Lead and manage a team of talented investigators, providing strategic direction and subject matter expertise</li><li>Oversee global background vetting processes and ensure investigations are conducted with integrity, accuracy, and efficiency</li><li>Collaborate with stakeholders across Legal, Risk, HR, Technology, and Operations to address complex investigative matters</li><li>Drive modernization efforts, including the adoption of new technologies and methodologies to enhance investigative capabilities</li><li>Serve as a trusted advisor on sensitive organizational issues and regulatory concerns</li><li>Monitor performance against key metrics (KPIs), identify areas for improvement, and implement process enhancements</li><li>Ensure cost-effective operations while maintaining high standards of compliance and investigative rigor</li><li>Deliver strategic leadership and investigative excellence across the firm</li><li>Enhance operational effectiveness and drive continuous improvement</li><li>Lead modernization initiatives to evolve investigative processes and tools</li><li>Build strong partnerships and influence key decisions across business unit</li></ul>The Expertise and Skills You Bring<ul><li>At least 10-15 years of experience in investigations, security, risk management, compliance, or related fields</li><li>Proven leadership in managing investigative teams and complex casework</li><li>Exceptional verbal and written communication skills</li><li>Expertise in investigative techniques, analysis, and regulatory frameworks</li><li>Deep understanding of onboarding procedures and regulatory requirements impacting background investigations</li><li>Strong operational and process management capabilities</li><li>Excellent relationship-building skills</li><li>Ability to navigate sensitive organizational dynamics with discretion and professionalism</li><li>Experience leading large-scale, transformational initiatives</li><li>Demonstrated ability to influence senior stakeholders through strategic insight and collaboration</li><li>Bachelor’s degree or equivalent required</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $118,000-226,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Security

Vice President, Security Investigations

Title:&nbsp;Assistant Director of Risk Management Division: Finance and Administration Department: Procurement FLSA Status:&nbsp;Exempt Salary Range:&nbsp;$70,000 - $72,000/Annual Salary EEO Job Group:&nbsp;2 E2 Position Summary Plans, organizes, and directs all daily risk management activities. Directly supervises the departmental clerical staff related to all insurance related matters including claims involving property, liability, and worker’s compensation, to make sure that the daily operations of the risk management department are performed in a timely and efficient manner. Manage systems for the collection and analysis of exposure and loss data and maintain applicable records. Assist the University community with insurance programs and procedures, develop risk mitigation strategies, provide review and recommendations for risk management contractual issues, and develop program goals that support departmental and institutional strategic and enterprise risk management objectives. Serves as backup to the Director of the Department for risk management related tasks. Duties/Responsibilities&nbsp; <ul><li>Manage the day-to-day operations of risk management for the University. Advise management of current trends in risk assessment in higher education. Recommend improvements or modifications in current methods of operations. </li><li>Directs the negotiation of property and liability insurance purchases and policy amendments. Reviews records and make recommendations on all University property and liability insurance policies. </li><li>Administer daily risk management programs and activities. Study and research policies from regional, state, other universities, and national sources to assure the University remains compliant with our risk management strategies. </li><li>Manage the reporting process (for potential insurance claim purposes) regarding Title VII and Title IX matters which includes regular communication and a cooperative working relationship with University’s Title IX Coordinator and appropriate insurance companies (including claim adjusters). </li><li>Manage the risk management personnel and assist with management of department budget. Direct and supervise the support and student worker staff of risk management. With input from the director, conduct the annual support employee evaluation process. </li><li>Reviews and files records of claims with appropriate insurance carriers. Serves as liaison with insurance carriers. Settles bodily injury and property damage claims within prescribed settlement authority. Provides timely claim status and claim expenditure reports. </li><li>Directs the certificate of insurance process regarding issuance of outgoing certificates and processing of incoming certificates. </li><li>Reviews and advises appropriate departments on risk management and insurance concerns for affiliation agreements required for student clinical experiences. </li><li>Implements policies and procedures for the organization and administration of risk management. </li><li>Direct the University’s approved fleet safety policy and processes, which includes the Risk Management department’s approving of authorized drivers and maintaining list of approved drivers. </li><li>Directs the process of insurance policy invoice reviews and payments in a timely basis to appropriate insurance carriers; similarly, directs the payments processes for repairs against the auto and mobile equipment self-insurance fund. </li><li>Works with the Manager, Environmental Health and Safety on obtaining information regarding the monitoring, evaluating and tracking of appropriate safety training activities administered by the physical plant, including retention of master file of appropriate training. </li><li>Collaborates with Manager of Environmental, Health and Safety as necessary regarding inspections of University facilities, structures, equipment and property for existing or potentially hazardous conditions. Recommends corrective and/or preventive measures to eliminate or reduce risk. </li><li>Frequent contacts with senior staff beyond the department and beyond the University, requiring tact and diplomacy, and involving elements of discussion and negotiation. </li><li>Ensure department’s website is accurate and contains up-to-date information. </li><li>Serves as a resource to all academic programs as it relates to risk management and safety matters. </li><li>Serves as a member of the University Safety Committee, Child Protection Committee, and chair of the Traffic Appeals Committee (for staff and visitors), and various ad-hoc committees. </li><li>Reviews and recommends updates to all safety plans, policies and procedures to ensure compliance with OSHA and applicable federal, state, local and University regulations. </li><li>Study and constantly review workflow, sequence of operations and office arrangement. </li><li>Other duties as assigned.</li></ul> Required Knowledge and Skills <ul><li>Bachelor’s degree required. </li><li>Strong interpersonal skills and the ability to work with internal (students, faculty, staff) and external constituents, insurance broker, insurance companies and other outside service providers. </li><li>Enthusiastic and energetic person with a high degree of initiative who is sensitive to the needs of a diverse University population. </li><li>Must be able to multi-task. Must possess extremely strong accuracy, analytical and numeric skills. Demonstrated ability to learn, retain and apply laws, regulations and policy is required. </li><li>Must possess effective communication skills including strong listening skills, clear spoken communication, and precise written communication. Able to review and understand contract language, and terms and conditions. </li><li>Must be a capable problem solver who exercises good judgment, shows concern for compliance and customer service, and makes good decisions. </li><li>Refined knowledge of computers and computer-based systems including risk management/insurance applications and Microsoft Office applications.</li></ul> Preferred Knowledge and Skills <ul><li>Master’s in Business Administration or similar advance degree is highly preferred. Associate in Risk Management (ARM) certification is preferred. </li><li>Five years’ experience in risk management, occupational safety or insurance industry preferred. </li><li>Management of staff experience is strongly preferred. </li><li>Experience working in higher education is preferred. </li><li>Banner knowledge is preferred.</li></ul> Regular Work Hours/Travel Requirements <ul><li>Standard work hours are Monday through Friday, 8:00 a.m. to 4:30 p.m.</li><li>Occasional irregular hours may be required.</li><li>Occasional travel may be required.</li></ul> About USI&nbsp; &nbsp;&nbsp; The University of Southern Indiana is a public higher education institution located on a beautiful&nbsp;1,400-acre campus in Evansville, IN. We offer employees exceptional benefits! Benefits for this&nbsp;position include: <ul><li>Affordable medical, dental, vision, life and short term and long-term disability insurance plans.</li><li>Retirement plan where the University makes the total contribution equivalent to 11% of annual salary.</li><li>Full tuition fee waiver for employees/75% for spouses and dependent children.</li><li>Vacation and sick time</li><li>Holiday pay</li><li>Free access to Recreation, Fitness &amp; Wellness Center.</li><li>Access to on-campus University Health Center and Dental Hygiene Clinic.</li></ul> For more information about the benefits that USI offers, please visit <a href="http://www.usi.edu/hr/benefits" target="_blank">www.usi.edu/hr/benefits</a>. Application Process Click “Apply Now!” near the top right of this page to complete an application and upload application materials to the attention of the Search Committee Chair. Application materials should include: <ul><li>Resume</li><li>Cover Letter</li></ul> Search Committee Chair: If you have questions about the open position, please contact Mr. Jeffrey Sponn, search committee chair, at <a href="mailto:jsponn@usi.edu" target="_blank">jsponn@usi.edu</a>.&nbsp; Best Consideration Date: For best consideration, please submit materials by November 19, 2025.&nbsp; Pre-Employment Screening A background check will be required for employment in this position. Authorization to Work in the United States USI will not sponsor an employment-related visa for this position. Interview Accommodations Persons with disabilities requiring accommodations in the application and interview process please contact the manager of Employment at <a href="mailto:mcweinzapf@usi.edu" target="_blank">mcweinzapf@usi.edu</a> or (812) 464-1840. Contacting the manager of Employment is intended for use in seeking disability-related accommodations only. For general applicant inquiries, contact Human Resources at <a href="mailto:HumanRes@usi.edu" target="_blank">HumanRes@usi.edu</a> or (812) 464-1815. EEO Statement USI is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities

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