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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><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 66 - FINRA<h3>Category:</h3>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>

Fidelity Investments

Financial Consultant - Alpharetta, GA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><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>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><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><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Seattle, WA

<h3>Job Description:</h3><p>Investment Consultant</p><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><p>The Purpose of Your Role</p><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><p>The Expertise We’re Looking For</p><p>· Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p><p>· Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p><p>· Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p><p>· Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p><p>· Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p><p>The Skills You Bring</p><p>· You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p><p>· Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p><p>· You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p><p>Our Investments in You</p><p>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!</p><p>The Value You Deliver</p><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>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>

Investment Consultant - Dunwoody, GA

<h3>Job Description:</h3><h3>Vice President Wealth and Brokerage Platform Sales Job Description:</h3><p>Do you want to work for a fast paced organization where people make the difference? Are you an experienced sales professional with a successful track record of business development?</p><p>Fidelity Clearing &amp; Custody Solutions® has $2.3T in AUA and services about 4,100 clients and more than 6 million accounts that provides a comprehensive wealth platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. The business goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, outstanding people and progressive technology.</p><h3>The Purpose of Your Role</h3><p>The Vice President Wealth and Brokerage Platform Sales is primarily responsible for managing a defined set of clearing and custody prospective clients and influencers in the broker dealer, bank, and retirement segments. The role focuses on engaging prospects and converting them to clients. The ideal candidate will be an experienced financial service executive with a consistent sales track record. This role demands a strong business acuity, consulting framework, sales skills expertise and knowledge of operations and technology.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree required</li><li>At least 10 years of industry exposure to financial services</li><li>Consulting</li><li>Business development</li><li>Fin Tech</li><li>Series 7 and 63 required or attained within 90 days of hire</li><li>A comprehensive understanding of the wealth management clearing marketplace including technology, investment products, capital markets and operations.</li><li>Ability to travel extensively</li></ul><h3>The Value You Deliver</h3><ul><li>Running the entire sales process from developing an opportunity, understanding the transformation needs of the prospect, delivering presentations and leading the overall due diligence and contract process.</li><li>Developing a strategic business plan with key markets, influencers and specific prospects.</li><li>Working in a team environment with subject matter authorities to help close business</li><li>Representing Fidelity with the integrity, knowledge, and value that is consistent with its brand and culture</li></ul><h3>The Skills You Bring</h3><ul><li>Comfort interacting, engaging and delivering value with the C–Suite</li><li>A consistent record of success in a strategic sales business to business environment and an understanding of sophisticated sales processes</li><li>Outstanding ability to build and manage relationships through demonstration of competency, partnership and strategic thought.</li><li>Strong ability to negotiate and close client contracts</li><li>Effective communication skills and an approach to proactively build client interactions</li><li>Detailed knowledge of the financial service industry, with specific expertise in clearing</li><li>Strong influence skills and creativity</li></ul><p>Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.</p>The base salary range for this position is $100,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><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><h3>Certifications:</h3><h3>Category:</h3>Sales

Vice President, Sales

Financial Consultant - Richmond, VA

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>In Wealth Cash Solutions Personal Cards, we are embarking on a multi-year journey to improve our debit card program – including enhancing our ability to service customers over our live channels, improving the digital experiences (web and mobile), and optimizing our vendor partnership structure. A significant component of this initiative is to establish new direct relationships with a spectrum of vendors across our debit cards ecosystem, ranging from card production to digital wallets to ATM networks. Therefore, the team is searching for a vendor manager who can lead the process of defining the optimal range of partners, establish contractual relationships, and maintain these relationships as we reach a steady state phase in our new operating model. </p><p><strong>During our implementation phase:</strong>​ </p><ul><li>Work closely with internal teams, including finance, compliance, and operations, to align on an optimal vendor management strategy across debit program ​ </li><li>Identify and assess potential risks to the vendor management transition, develop mitigation strategies, and implement appropriate controls to minimize disruptions​ </li><li>Collaborate with legal and procurement to establish new contracts and/or revise existing contracts​ </li></ul><p><strong>Once we reach steady state:</strong>​ </p><ul><li>Oversee vendor procurement, diligence, and the onboarding process for all new vendors</li><li>Field inquiries and issues submitted by vendors, ensuring timely and effective resolution​ </li><li>Coordinate vendor billing for all business units and functions​ </li><li>Track and report on vendor KPIs, including service quality, timeliness, and cost-effectiveness,</li><li>Conduct KPI performance reviews to identify areas to improve vendor relationships​ </li><li>Conduct regular KPI performance reviews sessions with vendors, recapping recent performance, addressing concerns, and discussing opportunities for improvement​ </li><li>Oversee vendor contract management by tracking contract milestone, renewals, and amendments​ </li><li>Document interactions and transactions with vendors for reference and audit purposes </li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li>Bachelor’s degree in Finance/Accounting or equivalent; Minimum of 5-7 years of experience</li><li>Ability to create financial models, conduct scenario analysis, understanding of financial and accounting principles</li><li>Prior work experience at a bank, asset manager, or similar financial services provider is preferred ​ </li><li>Strong understanding of debit card operations, payments processing, and financial regulations​ </li><li>Exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities</li><li>Develop and deliver cogent, informative presentations for leadership</li><li>Experience influencing outcomes based upon your ability to establish trust, engage with partners, and lead through difficult situations</li></ul><ul><li>Strong analytical skills with the ability to interpret data, identify trends, and make data-driven decisions​ </li><li>The ability to communicate complex concepts or situations in a clear and concise manner. </li><li>Thea ability to handle multiple projects or activities simultaneously and deliver results in an accurate and timely manner. </li><li>Discovering, understanding, and mitigating the risks of vendors.</li><li>Cultivate a positive outlook, value diverse perspectives, are naturally upbeat, demonstrate intellectual curiosity, initiative, and have passion for learning new skills and capabilities. </li></ul><p><strong>The Team</strong></p><p>Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play for our customers in this critical area of their finances, by offering innovative capabilities to serve the spending and saving needs of new and existing customers.</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>

Senior Vendor Manager, Debit Cards

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.</p><p><strong>The Expertise and Skills We’re Looking For</strong></p><ul><li><p>College degree preferred or equivalent work-related experience.</p></li><li><p>Series 7 &amp; 63 required.</p></li><li><p>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</p></li><li><p>Your retirement plan record keeping and administration experience.</p></li><li><p>Your relationship management experience.</p></li><li><p>You have excellent verbal and written communication skills.</p></li><li><p>Your excellent organization and time management skills and attention to detail.</p></li><li><p>You have demonstrated problem-solving skills.</p></li><li><p>Your effective presentation skills, influence and negotiation skills.</p></li><li><p>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</p></li><li><p>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</p></li><li><p>Building client relationship to highest level of decision makers.</p></li><li><p>Planning and conducting effective in-person and/or phone meetings.</p></li><li><p>Makes thorough plans and preparations for client meetings.</p></li><li><p>Properly planning, influencing, and implementing Fidelity solutions to address needs.</p></li><li><p>Differentiating Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</p></li><li><p>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</p></li><li><p>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</p></li><li><p>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</p></li><li><p>Actively facilitating Investment Review meetings.</p></li><li><p>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</p></li><li><p>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</p></li><li><p>The MD is expected to own the client relationships for which they are accountable.</p></li><li><p>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</p></li><li><p>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</p></li><li><p>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.<br> </p></li></ul><p><strong>Team</strong></p><p>The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p><strong>Job Description</strong></p><p>The Fraud Risk and Control’s (FRC) Debit Card Team is responsible for ensuring that the Fraud Program for Fidelity’s Debit Card portfolios are effectively protecting customers and Fidelity from the risk of fraud while delivering a remarkable customer experience. As a Director in the Debit Card Fraud Team, you will be responsible to support the design and oversight of the Debit Card Fraud Management Program as well as to support Debit Card related strategic initiatives with fraud control subject matter expertise. You will deliver value to the team by providing analytical insights, fraud control and debit card subject matter expertise as well as participating in the daily operation of the team to prevent and detect fraud and mitigate its impact. Specifically, you will:</p><ul><li>Design dashboards, reports and Key Performance Indicators and monitor that fraud losses, customer experience and costs are within the company’s expectations.</li><li>Use data to generate insights, interpret trends and support root cause analysis.</li><li>Support strategic changes and initiatives by designing and specifying fraud controls and ensure their effective implementation.</li><li>Develop policies and procedures, conduct reviews to manage and mitigate fraud.</li><li>Liaise and collaborate with key partner teams to ensure effective fraud controls are in place for the Debit Card Portfolios.</li><li>Influence the broader strategic decisions of the Debit Card Product Team by providing fraud control insights and communicate the priorities of the FRC team.</li><li>Collaborate with partner teams to respond to fraud events, mitigate risk and customer impact.</li></ul><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Batchelor degree in economics, finance, data or computer science or similar technical fields,</li><li>10+ years of work experience in finance and fraud or related fields</li><li>Proven experience in fraud management for payment cards in financial services industry</li><li>Familiarity with current trends and risks in the Payment Card Industry and debit cards specifically</li><li>Hands on experience in generating analytical insights from large scale data using python and SQL or similar programming languages</li><li>Experience in project management and problem solving in complex environment.</li><li>Familiarity with process mapping, control design and fraud investigations</li><li>Excellent communication skills and ability to collaborate with a diverse set of key stakeholders</li></ul>The base salary range for this position is $103,000-$218,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</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><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><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Director, Debit Card Fraud Risk

<h3>Job Description:</h3><h3><strong>Director, SAI Platform Management</strong></h3><h3><strong>The Role</strong></h3><h3>The Director of Platform Management will work closely with the SAI Investment Management, Trading, Operations, Data, Product and Technology teams supporting and directing a range of projects with diverse scope and complexity. In this dynamic role, this individual will ensure the requirements of SAI are articulated and delivered and will manage the delivery and roll-out of new products, infrastructure changes and new services/capabilities.</h3><h3>To be successful, candidates must have an ability to identify and articulate issues; analyze and resolve problems; track all aspects of a multi-month Platform (requirements/testing/transition), and communicate effectively with many levels of Investment Services, Investment Management, Product, and Technology</h3><h3><strong>Primary Responsibilities</strong></h3><ul><li><h3>Build and maintain strong relationships at multiple levels with key internal and cross company business partners, serving as an advocate for SAI throughout the organization</h3></li><li><h3>Lead comprehensive, end-to-end scale program to identify, forecast, and mitigate operational and infrastructure challenges within SAI and its partner ecosystem. Accountable for tracking and guiding multi-year strategic initiatives focused on scale across SAI and our business partners.</h3></li><li><h3>Coordinate with technology and business partners (SAT, FCM, Bloomberg, etc.) and the Head of SAI Trading to develop and refine the SAI trading infrastructure vision, roadmap, and priorities.</h3></li><li><h3>Serve as primary Platform management lead for initiatives in the Trading space.</h3></li><li><h3>Drive critical initiatives from analysis/design phase through requirements gathering, development, testing and implementation</h3></li><li><h3>Oversee the successful delivery of projects, ensuring alignment with SAI’s requirements, quality standards, and timely decision-making</h3></li><li><h3>Monitor progress across projects, managing deadlines, budgets, risks, and resources effectively</h3></li><li><h3>Ensure clear and consistent reporting to stakeholders through appropriate management communications</h3></li><li><h3>Resolve escalated issues and ensure smooth execution at all phases of an initiative</h3></li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><h3>7+ years working experience</h3></li><li><h3>Bachelor’s degree required</h3></li><li><h3>Broad-based investment industry experience and proven analytical skills; systems development projects, business analysis and systems analysis</h3></li><li><h3>Experience with equity trading infrastructure including Execution Management Platforms, FIX protocol, settlement, and allocation environments.</h3></li><li><h3>Experience in Asset Management or with managed accounts preferred</h3></li><li><h3>Proficient with Microsoft Office suite; ability to produce executive-level PowerPoint presentations and manipulate data using Excel</h3></li><li><h3>Proven relationship management and strong communications skills</h3></li><li><h3>Ability to coach and mentor associates of varied experience and diverse backgrounds</h3></li><li><h3>Strong team orientation; commitment to excellence; attention to detail</h3></li><li><h3>History of successfully leading transformation initiatives, translating strategies into specific goals, action plans and deliverables. </h3></li></ul><h3><strong>Strategic Advisers</strong></h3><h3>Through Fidelity’s mission to deliver the best client experience in the financial services industry – Strategic Advisers (SAI) aims to bring simplicity to clients’ complex needs through personalized, scalable solutions. SAI is the end-to-end investment management team for Fidelity’s managed accounts business, providing scalable, personalized investment solutions for Fidelity’s clients across the Personal Investing, Workplace Investing, and Fidelity Institutional channels. SAI is a rapidly growing organization, currently managing over $1T in assets across 3.6M client accounts.</h3>The base salary range for this position is $100,000-$169,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</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><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><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management

Director, SAI Platform Management

<h3>Job Description:</h3><p><strong>Vice President, Asset Class Lead -- Alternatives Compliance Team</strong></p><p><strong>The Role</strong></p><p>Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound mentorship and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry. Your responsibilities include:</p><ul><li>Actively participate in the development and support of an Alternatives compliance program and be the lead compliance subject matter expert for liquid alternatives</li><li>Provide ongoing management of Alternatives compliance program as one of the AMC subject matter experts in Alternatives compliance team</li><li>Support Compliance Operations, Reporting and Data considerations</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><p><strong>Expertise You Bring</strong></p><ul><li>Minimum years of work experiences: Bachelors or equivalent with 12+ years of asset management compliance experience or Masters with 10+ years of asset management compliance experience;</li><li>Strong background in fund formation for alternatives as well as operational, distribution, and compliance matters;</li><li>Experience with various asset classes including hedge funds, managed futures funds, liquid alternatives, Business Development Companies, private equity, private credit, real estate;</li><li>Solid understanding of the asset management laws and regulation, including the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Commodity Exchange Act of 1936, the Commodity Futures Modernization Act of 2000, the related SEC, CFTC and NFA rules and regulations as well as knowledge of industry practices relating to alternative investments.</li></ul><p><strong>Primary Responsibilities</strong></p><ul><li>As one of the AMC subject matter experts and member of the Alternatives compliance team provide oversight and guidance to investment teams and business leaders as Fidelity grows its alternatives business through:</li></ul><p>•  the development and evolution of an Alternatives compliance programs;</p><p>•  support Alternative’s investment strategies, partnering with internal leadership and product development teams;</p><p>•  ongoing management of Alternatives compliance program as one of the AMC subject matter experts.</p><ul><li>Support the product development groups as well as the various stakeholders including Legal, Treasurers Office, AM Risk in launching new alternatives offerings (assess compliance impacts to new offerings, review of offering docs);</li><li>Develop and maintain a robust compliance program that fits and evolves around the Alts businesses (policies enhancements, new procedures);</li><li>Assists with the growth and development of the compliance team;</li><li>As an asset class lead, be a compliance point of contact for various Fidelity teams engaged in Alternative’s business lines;</li><li>Provide oversight and guidance to investment teams and business leaders of the Alts business (co-investment requirements, season &amp; sell, VCOC, etc.);</li><li>Provide compliance support and oversight of various aspects to Fidelity’s registered and private funds and investment advisory services;</li><li>Support the alternatives compliance review of marketing materials;</li><li>Provide oversight as one of the leaders and the contact person for the investment teams on matters involving conflicts management.</li></ul><p><strong>The Team</strong></p><p>The Alternatives Compliance team is a part of AMC and provides oversight and guidance to investment teams and business leaders as Fidelity grows and evolves its Alternatives business. Team is responsible for developing and maintaining a robust compliance program that fits and evolves around the Alternatives business and provides compliance support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, and hybrid funds, insurance-related products. We also support Fidelity Alternatives Funds Board. We interact frequently with Fidelity portfolio management teams and product development groups as well as Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations.</p>The base salary range for this position is $123,000-$207,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</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><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><h3>Certifications:</h3><h3>Category:</h3>Compliance

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