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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you a self-starter and committed to delivering results? If you enjoy delighting customers with outstanding customer solutions this may be the job for you! We are seeking a results-focused and motivated associate who flourishes when working with internal and external teams to deliver outstanding Credit Card products and services. This role can be hired at Consultant or Director level, depending on skills and experience. Key responsibilities can include:</p><ul><li>Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus group</li><li>Evaluating the competitive landscape to understand potential differentiation</li><li>Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences</li><li>Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases.</li><li>Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendor that issues the credit card and provides front line customer service.</li><li>Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s Degree required and 8-12 years of experience, focused in the financial services, credit cards area.</li><li>Background and passion for solving customer problems and delivering engaging, personalized, digital solutions. Strong focus on execution, identifying and removing impediments to progress.</li><li>Demonstrated knowledge of business analyst techniques, such as: benchmarking, business rules analysis, user stories, user acceptance testing and product documentation.</li><li>Strong analytical skills and ability to apply critical thinking skills and understand sophisticated customer needs</li><li>Project management skills to run execution teams aligned to strategic plans &amp; objectives</li><li>Strong listening, presentation and persuasion skills to achieve consensus with multiple audiences</li><li>Agile mindset; ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity with a proved track record of bringing innovative Mobile and Web products to a diverse customer base. Also, familiarity with Agile process &amp; tools (Jira, Mural) including possessing good story-writing skills is preferred</li><li>Active participation and/or leading in the prioritization of the squad work defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and Api’s while delivering innovative credit card web and mobile experiences.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>Fidelity’s Wealth Product &amp; Experience vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Director/Consultant, Wealth Product & Experience Personal Cards – Credit Card

Lead the creation and deployment of defined and structured processes to support evolving and maintaining the cyber risk management program. Work across the BCBSA organization to align cyber risk management with the organization's goals and outcomes. Utilize both analytical and qualitative assessment approaches to identify, assess, and develop appropriate mitigation plans and strategies. Apply experience to effectively manage cyber risk at technical and non-technical levels to help the organization understand where and how to maintain target business risk tolerance. Support IT and information security leadership in making risk informed decisions and shaping the future direction of BCBSA's cybersecurity program. Assess internal and third-party supplier risks, realistically translate them for both technical and non-technical audiences, and clearly articulate recommended actions and organizational impact.Responsible for providing Cyber Risk leadership and subject matter expertise on all assigned projects. Responsible for identifying day-to-day task assignments and providing technology and project management guidance on deliverables. Validates and ensures Cyber Risk requirements are thorough, testable, detailed, concise and traceable. Accountable for project deliverables, estimates, project team-structures, technical artifacts, and engagement of all project stakeholders.Responsible for project planning, budget approvals, estimation and management for all project deliverables, collaborates with Service Delivery managers as appropriate. Proficient in implementing cyber risk processes, leads teams to attain goals, pursue excellence and establish discipline specific best-practices. Responsible for driving all project decisions, strong ability to make timely decisions and establish project governance. Collaborates with other team-members, peers and builds trust, exhibits sense of urgency, biased for action and possesses good follow-up skills. Customer focused with ability to persuade and drive consensus to resolve conflict and facilitate timely decision making.Reviews and approves team progress reports, expenses, invoices and contracts in a thorough and timely manner. Reviews the status reports of team members and addresses issues as appropriate. Complies with and helps to enforce standard policies and procedures. Provides and seeks timely feedback to IT partners, peers and team-members.Provides leadership as a product champion for cyber risk in the Governance, Risk and Compliance technology platform and Cyber Risk direction to business by establishing a vision and risk strategy to meet established project goals and objectives, while focused on continuous improvement. Provides project team(s) business/technical leadership and guidance on day to day tasks. Responsible for driving change for implementing process improvements and ensuring long term compliance. Leads the creation and maintenance of methodologies and processes for the department. Expected to lead multiple, simultaneous projects and time-critical deliverables.Lead and manage a team with the aim of driving effective performance management, fostering professional growth, and creating a positive and inclusive work environment. This role is dedicated to utilizing strong leadership and communication skills to motivate and inspire team members, ensuring they are aligned with and committed to achieving the organization’s goals.Maintains a formal risk register that drives security, governance and ensures security findings are aligned with business objectives.Responsible for maintaining positive working relationships with all groups, cross-functional teams, including technical. Identifies opportunities/needs and works with team-leads and other directors to enhance relationships and influence decisions outside of direct functional reporting structure.Provides budget forecasts and estimates for Cyber Risk activities on a continuous basis. Responsible for variance analysis and justifications and following the established BCBSA processes/procedures.Responsible for providing status updates to Senior/Executive management. Responsible for escalating risks/issues with customer issues appropriately and in a timely manner. Ensures design, development, testing and investigative activities lead to appropriate resolution.Effectively and tactfully communicates relevant and potentially difficult/sensitive information to senior management.Responsible for engaging, understanding and effectively communicating needs of business to IT teams/partnersResolves and/or escalates issues, proposes alternatives, and sets or manages expectations in a timely fashion.Responsible for leading and managing delivery on multiple projects and responsible for all project related resource management, task-prioritization and development. Frequent Plan interactions via System Advisory Group or project communications to ensure business solutions meet Plan needs and implementation/budget concerns are understood. Frequent project participation/collaboration to ensure technical solutions meet business needs.<p><b>The posting range for this position is:</b><br>$144,110.00-$207,288.75<br><br><b>Qualifications:</b><br><br><b>Education </b></p><ul><li>Required Bachelor's Degree IT, information Security, Risk or IT Management, Computer Science, or a related field; or equivalent work experience</li></ul><p><b>Experience </b></p><ul><li>Required 10+ Years career experience in IT or a closely related field</li></ul><p><br><b>Knowledge Skills and Abilities </b></p><ul><li>Knowledge of national and international regulatory and compliance frameworks such as NIST Cybersecurity Framework, ISO 27001, EU DPD, HIPAA/HITECH.</li><li>Extensive knowledge in the use of Project Management methodologies and tools, and change management techniques. Demonstrated leadership, mentoring, and project management skills.</li><li>Understanding of current application cyber risk development methodologies and risks, researching emerging technologies and possible application to the business.</li></ul><p>The posted salary range is the lowest to highest salary we, in good faith, believe we would pay for this role at the time of this posting.&nbsp; We may ultimately pay more or less than the hiring range andthis hiringrange may also be modified in the future. A candidate’s position within the hiring range may be based on several factors including, but not limited to, specific competencies, relevant education, qualifications, certifications, relevant experience, skills, seniority, performance, shift, travel requirements, and business or organizational needs.&nbsp;This job is also eligible for <i>annual bonusincentive</i>pay.</p><p>We offer a comprehensive package of benefits <i>including paid time off, 11 holidays, medical/dental/vision insurance, generous 401(k) matching, lifestyle spending account and many other benefits </i>to eligible employees.</p><p>Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.</p>

Blue Cross Blue Shield Association

Senior Cybersecurity Risk Lead Consultant

<h3>Job Description:</h3><p><strong>About Us:</strong> The Behavioral Science team at Fidelity works to integrate the psychology of financial decision-making into our products, services, and customer experiences. We are looking for an enthusiastic and creative behavioral researcher to share your unique perspective on how to help millions of people make better choices when it comes to their finances. Through your expertise and passion, you will help Fidelity improve our customers’ financial well-being and drive business outcomes. If this sounds like an excellent fit, we’d love you to come work with us!</p><p><strong>Position Overview:</strong> We are seeking a highly skilled Behavioral Science Researcher to join our team. This role will focus on conducting advanced research in behavioral economics and psycholg customer engagement and driving business growth.ogy to inform the development of our financial products and services, enhancin</p><p><strong>Key Responsibilities:</strong></p><ul><li><p><strong>Advanced Research:</strong> Conduct in-depth research to understand customer behavior, preferences, and decision-making processes.</p></li><li><p><strong>Data Analysis:</strong> Analyze complex data sets to identify trends and insights related to customer behavior.</p></li><li><p><strong>Behavioral Insights:</strong> Apply behavioral science theories to develop actionable insights to optimize products and customer experiences.</p></li><li><p><strong>Collaboration:</strong> Work closely with product teams to integrate behavioral insights into the design and development of financial products.</p></li><li><p><strong>Customer Engagement and Behavior:</strong> Develop and test behavioral interventions to improve customer engagement and help customers act on their financial intentions.</p></li><li><p><strong>Reporting:</strong> Prepare detailed reports and presentations to communicate research findings and recommendations to stakeholders.</p></li><li><p><strong>Thought Leadership:</strong> Stay updated with the latest research in behavioral economics and psychology, and share insights with the team.</p></li><li><p><strong>Effective Communication:</strong> Translate research results through powerful storytelling and concrete, actionable recommendations to business partners at all levels of the organization.</p></li></ul><p><strong>Qualifications:</strong></p><ul><li><p><strong>Education:</strong> PhD in Psychology, Behavioral Economics, Cognitive Science, or a related field.</p></li><li><p><strong>Experience:</strong> Minimum of 3-5 years of research experience in behavioral science, judgment and decision making, or cognitive science, preferably within financial services or healthcare.</p></li><li><p><strong>Skills:</strong> Advanced methodological and statistical proficiency and fluency with R/Stata/Python for analysis and modeling.</p></li><li><p><strong>Knowledge:</strong> Deep understanding of behavioral science theories and their application in financial or health contexts.</p></li><li><p><strong>Personal Attributes:</strong> Innovative thinker, detail-oriented, ability to work in a fast-paced environment, collaborative, positive attitude, and a passion for improving customer well-being.</p></li></ul>The base salary range for this position is $126,000-255,000 USD 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Director, Behavioral Research Scientist

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Institutional (FI) is looking for a senior manager to join the planning and operations team and will partner closely with all functions within Wealth Advisory Managed Solutions (WAMS) as well as other critical business partners.</p><p>This individual will be a key contributor to developing business strategy for WAMS, as well as supporting mid to long-term cross organizational strategy, roadmap development and operations for our intermediary offerings.</p><p>This role will contribute to shaping an overall operating model to drive business management activities inclusive of process improvements and documentation, CRM, Dashboard, Scorecards. There will be a need for strong collaboration with business partners within the organization and partners across FI (Distribution, Technology, Marketing, Finance, FI Reporting &amp; Analytics, Risk and Compliance) to delivery on the objectives.</p><p>Additionally, the role will be contributing to driving customer input, alignment and execution in partnership with product and distribution leadership teams.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>MBA or equivalent work experience in financial services, preferably in product management, CRM, Data and Analytics, Planning and Operations related roles.</li><li>Self-starter, independently oriented and excited by prospect of working on critical initiatives and welcome working in fast pace, client focused environment which requires comfort with ambiguity and an adaptive mindset.</li><li>Strong research &amp; quantitative analytical skills, including the ability to synthesize findings and develop practical, actionable recommendations.</li><li>Project Management skills required to successfully drive projects across the company, manage critical dependencies and internal communications related to assigned product responsibilities.</li><li>Work collaboratively across the Fidelity Enterprise, capable of communicating with and influencing peers and leaders through relationship building, well-informed insights and high-quality presentations.</li><li>Intellectual curiosity and tenacity to develop creative approaches to problem solving.</li><li>Interacting with Fidelity associates, gathering data from internal and external sources, identify trends, opportunities, to develop insights and recommendations on key initiatives.</li><li>Knowledge of managed products and managed platforms is desirable.</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>CRM Strategy &amp; Enablement: Support WAMS CRM strategy and execution to enhance advisor engagement and business development efforts.</li><li>Data-Driven Decision Making: Leverage internal and external data sources to develop actionable insights and recommendations for business growth.</li><li>Cross-Functional Collaboration: Partner with internal stakeholders across Product, Distribution, Marketing and Finance to drive WAMS strategic business initiatives and operational excellence.</li><li>Project Management: Lead and manage strategic projects, ensuring timely delivery, stakeholder alignment, and effective communication.</li></ul><p><strong>The Team</strong></p><p>The mission of the Wealth Advisory Managed Solutions (WAMS) organization is to be the go-to provider of investment advisory capabilities for intermediaries, providing differentiated outcomes at scale through access to Fidelity’s robust investment insights, products, and solutions. The Strategy and Operations team leads strategy for WAMS as well as critical functions for Fidelity Institutional Wealth Adviser (FIWA), including Business Management &amp; Oversight, Investment Services, Distribution Strategy and Planning, CRM, Reporting &amp; Insights.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Sr Manager, WAMS Specialist Distribution Planning and Operations

<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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Troy, MI

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>In the role of Director, Institutional Market Enablement, you will work across the Institutional Sales, Relationship Management, and Consultant Relations teams, as well as a broad set of Asset Management and FI functional groups to implement business strategy and execution plans required to achieve sales and financial targets in alignment with Institutional Client Group (ICG) goals and objectives. This role is a critical strategic enabler to the ongoing growth and success of the ICG business and presents an opportunity to collaborate across various groups within and beyond FI. </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>·Bachelor’s Degree – Required, MBA – Preferred</li><li>Relevant work experience supporting Distribution, Service or Client Management, Project or Program Management, Finance, Data Analysis, and Marketing</li><li>General knowledge of institutional product line and vehicle types is preferred</li><li>Basic understanding of the different business units within a large financial services institution such as Fidelity</li><li>Experience in demonstrating leadership, influence and collaboration in a matrix-managed environment, and across multiple and diverse groups</li><li>Track record of success managing cross functional projects or initiatives</li><li>Strong communication, interpersonal and analytical skills</li><li>Learning mindset; positive approach to experimentation and failure</li><li>Critical thinking and strong initiative</li><li>Dedicated attention to detail and organization</li><li>Strong PowerPoint and Excel skills</li><li>Series 7 and 63 preferred (required within 90 days of hire)</li></ul><p><strong>The Team</strong></p><p>The Institutional Market Enablement team provides a broad range of services to our Institutional distribution associates and managers. This role supports the effective identification and implementation of key organizational initiatives.</p><p>We influence strategic planning and implementation processes in support of business goals. Our team provides valued input into business decisions that impact the strategic direction of the distribution organization, in particular the integration with Sales, Relationship Management and Consultant Relations and consultation with senior distribution partners.</p><p>Much of our time is spent collaborating with business partners to drive requirements for business initiatives, removing obstacles on behalf of the sales and relationship teams. Lastly, our efforts are focused on driving alignment with functional business partners including Investment Product, Strategy, Marketing, Technology, Finance and Learning &amp; Development team members.</p><ul><li><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Institutional Market Enablement

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Chesterfield, MO

<h3>Job Description:</h3><h3>The Role</h3><p>This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall. The Business Analyst Consultant combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. This role is a liaison for the Shareholder Reporting business team to the IT systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management, and interim business solutions using light automation. The Business Analyst Consultant performs many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team. <em>This position emphasizes Operations expertise; it is not a Technology role.</em></p><h3>The Expertise and <strong>Skills</strong> You Bring</h3><ul><li>Bachelor’s degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund industry (previous financial reporting experience with Digital Assets/Alternative products is preferred).</li><li>5+ years project experience required (active participation and/or management)</li><li><h3>Experience with Registration Statements (Prospectus (Pro), Statement of Additional Information (SAI), Summary Prospectus (Sum Pro) is a plus.</h3></li><li>A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly.</li><li>Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment.</li><li>Your strong verbal and written communication skills</li><li>Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact.</li><li>Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact.</li><li>Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions.</li><li>Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions.</li><li>Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point.</li><li>Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives.</li><li>Your extensive understanding of MS Office.</li><li>Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred.</li><li>Experience with Confluence's Unity financial reporting software is a plus.</li><li>Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3>The Team</h3><p>Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity’s business partners and shareholders. The group’s main responsibility is performing qualitative reviews of regulatory reports on assigned U.S., Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Operations Readiness Leader

<h3>Job Description:</h3><p>Fidelity Fund Investment Operations (FFIO) Risk is seeking a strategic and experienced risk leader to direct and continually enhance our SOC 1 audit engagement program. This director-level role will be responsible for overseeing the end-to-end execution of three SOC 1 audit reports, overseeing change management routines that ensure the reports align with FFIO’s growth initiatives and needs of the report users, and building and maintaining strong relationships with internal business partners and external auditors. The ideal candidate will bring deep expertise in audit and control frameworks, a strong understanding of SOC 1 requirements, and the ability to translate business strategy into effective risk and control practices.</p><p><strong>The Businesses We Support</strong></p><p>This role supports FFIO. FFIO groups include Fund Operations, Fund Administration, Global Middle Office, Global Product Solutions, Consolidated Data Services, and Performance, Analytics &amp; Digital Operations. The role works closely with other risk associates across FFIO Risk and other risk groups, the Asset Management Treasurer’s Office, and external audit teams.</p><p><strong>Key Responsibilities</strong></p><ul><li>SOC 1 Audit Leadership: Direct the planning, execution, and delivery of SOC 1 audits, including coordination with external auditors and internal stakeholders.</li><li>Control Environment Management: Oversee the design and effectiveness of key controls across FFIO’s operations. Identify and remediate control gaps.</li><li>Strategic Risk Alignment: Partner with business leaders to assess how FFIO’s growth initiatives impact SOC 1 control requirements and readiness.</li><li>Stakeholder Engagement: Build strong relationships with business units, technology teams, compliance, and external auditors to support audit execution and issue resolution.</li><li>Process Improvement: Enhance audit readiness, control documentation, and evidence gathering processes. Promote a culture of control ownership and risk awareness.</li><li>Reporting &amp; Governance: Provide regular updates to senior leadership on audit status, risks, and mitigation plans. Support governance and regulatory reporting as needed.</li></ul><p><strong>The Skills and Expertise You Have </strong></p><ul><li>Bachelor’s degree in Accounting, Finance, Business, or related field; advanced degree or certifications (CPA, CIA, CISA) preferred.</li><li>10+ years of experience in risk management, internal audit, or external audit, with a strong focus on SOC 1 engagements.</li><li>Deep understanding of control frameworks and audit methodologies.</li><li>Proven ability to connect business strategy with risk and control implications.</li><li>Exceptional communication and relationship-building skills.</li><li>Experience working in a complex, matrixed organization and managing cross-functional initiatives.</li><li>Familiarity with automation and data analytics in audit processes.</li><li>Ability to lead through change and influence cross-functional teams.</li><li>Presentation and Writing Skills – ability to develop and deliver formal and informal presentations to a variety of audiences.</li><li>Financial services or asset management background preferred.</li></ul><p><strong>Why Fidelity? </strong></p><ul><li>A company that is committed to innovation and being an industry leader</li><li>Access to top-tier technology platforms, tools, and frameworks</li><li>Ambitious positions and numerous opportunities for personal and professional growth</li><li>Competitive compensation and benefits package that includes bonus, health insurance, pension, life insurance and a variety of work/life programs</li></ul><p><strong>Company Culture</strong></p><p>At Fidelity, we reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can contribute to the bright and strong future of our company.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Risk Director – SOC 1 Audit Engagements

<h3>Job Description:</h3><h3><strong>Job Title: </strong>Senior Manager Risk</h3><h3><strong>The Role</strong></h3><p>As a Senior Manager on the Fraud Risk &amp; Control (FRC) team, you will play a critical role in identifying and mitigating fraud risks across Fidelity’s products and business units. You will execute risk assessments, document key controls, and collaborate with partners to strengthen the enterprise fraud risk management framework. In this role, you will support end-to-end risk assessment processes, help stakeholders identify risks for existing initiatives, and promote a strong control environment by documenting risk and control statements. You will also champion process improvements, manage overlap with other compliance programs, and make actionable recommendations to enhance fraud prevention. Success in this position requires adaptability to changing priorities, the ability to work on multiple projects simultaneously, and a commitment to fostering an inclusive team environment.</p><h3><strong>The Skills and Expertise You Bring</strong></h3><ul><li><p>Bachelor’s degree required; equivalent experience considered</p></li><li><p>5+ years of experience in fraud, risk management, audit, or compliance within financial services</p></li><li><p>Strong knowledge of risk management practices and frameworks</p></li><li><p>Familiarity with systems such as Archer</p></li><li><p>Excellent analytical and problem-solving skills</p></li><li><p>Understanding of investment products (preferred)</p></li><li><p>Proven ability to identify and mitigate fraud risks</p></li><li><p>Proficiency in documenting and maintaining comprehensive control statements</p></li><li><p>Experience in risk assessment and control evaluation</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Decisive, action-oriented, and solution-focused mindset</p></li><li><p>Critical thinker with curiosity and creativity to challenge current practices and recommend improvements</p></li><li><p>Ability to manage multiple priorities in a fast-paced environment with minimal supervision</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>You will join the Fraud Risk &amp; Control team, a collaborative group dedicated to safeguarding Fidelity against fraud risks. The team partners with business units and compliance programs to promote a strong control environment and drive continuous improvement. Together, we champion an inclusive culture and adapt quickly to evolving business needs.</p>The base salary range for this position is $89,000-180,000 USD 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

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