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<h3>Job Description:</h3><p>Are you a seasoned, thoughtful employee benefits and HR communications leader who thrives in a fast-paced environment and enjoys juggling multiple projects at once? Join our Employee Experience Design team and make an impact through strategic storytelling, innovative solutions and collaboration.</p><p>The Role</p><p>You’ll be a key part of our cross-functional consulting team, partnering with Fidelity’s external clients—large plan sponsors who administer their employee benefit programs through Fidelity. Here’s what you’ll do to support our clients as they make changes to, boost awareness and understanding of and drive employee engagement in their benefit programs:</p><ul><li>Lead business development opportunities—Identify client challenges and goals, articulate solutions, develop fee estimates and project scopes, close sales, and spearhead business growth initiatives </li><li>Craft communication and change management strategies—Conduct research and analyze data to establish behavior change goals and success metrics, facilitate audience analysis, identify traditional and innovative communication channels, draft key messages, and guide/support discussions about branding and graphic design</li><li>Lead all aspects of project implementations—Prepare project plans and/or direct team members, and lead creation and delivery of project deliverables, including drafting, peer reviews, client edits, graphic design and print/digital distribution; requires managing multiple projects, timelines and vendors with precision and flexibility</li><li>Manage client relationships—Collaborate across internal and external teams to ensure our clients’ objectives are met, we deliver accurate, high-impact work and establish long-term annuity relationships.</li><li>Develop team members—Model Fidelity leadership principles, support talent growth and capabilities and, in some instances, serve as people manager</li></ul><p>The Expertise and Skills You Bring</p><p>You bring a growth mindset and a passion for continuous learning and improvement. Your strong writing and editing skills help you communicate clearly and effectively across audiences and formats. You’re a thoughtful listener and creative problem solver who thrives in collaborative environments and can confidently advocate for yourself and others. With experience managing multiple priorities and working across teams, you stay organized and adaptable in fast-paced, client-facing settings. You value inclusivity, build trust through your work, and influence outcomes through thoughtful communication. You also understand how organizational communication supports change, engagement and culture.</p><p>Your skills and qualifications also include:</p><ul><li><p>Employee compensation and benefits knowledge and subject matter expertise</p></li><li><p>Consultative selling</p></li><li><p>Employee experience and total rewards strategy and branding development</p></li><li><p>Employee value proposition creation and implementation</p></li><li><p>Workshop design and facilitation</p></li><li><p>Storytelling and creative briefs</p></li><li><p>Project management</p></li><li><p>Data analysis and insight development</p></li><li><p>People management</p></li><li><p>Bachelor’s degree (English, Marketing/Communications or related field preferred); Master’s degree (Business, Organizational Change, etc.) or other advanced certification a plus</p></li><li><p>10+ years of experience</p></li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p>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>Consulting

Fidelity Investments

Employee Experience Design, Senior Consultant

<h3>Job Description:</h3><p><strong>The Group</strong></p><p>Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><p><strong>The Role</strong></p><p>Fidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity’s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity’s client accounts.</p><p>This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You’ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity.</p><p>This specific quantitative analyst position is for a desk quant to support the Municipal Bond funds. We are looking for a quant with a deep understanding of the fixed income market, a strategic thinker about markets, and proven quantitative modeling skills, especially in the municipal bond market.</p><p><strong>The Value You Deliver</strong></p><ul><li><p>Understand, maintain, and improve infrastructure related to the investment process.</p></li><li><p>Build robust quantitative tools to aid all aspects of portfolio analysis and construction.</p></li><li><p>Collaborate closely with other investment and technology professionals within the division.</p></li><li><p>Explain complex quantitative concepts to non-technical people.</p></li><li><p>Monitor, measure, and attribute portfolio risks and returns.</p></li><li><p>Take initiative and demonstrate leadership skills to advance the investment process.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p>These attributes are indispensable:</p><ul><li><p>3+ years of industry experience as a fixed income quantitative analyst, and preferably some quant experience in the municipal bond market</p></li><li><p>Strong working knowledge of Python, SQL, R, Excel/VBA, MATLAB</p></li><li><p>Very strong interpersonal skills and an eagerness to work in a team environment</p></li><li><p>Understanding of financial markets and financial theory in the context of investment management</p></li><li><p>Strong facility with applied mathematics and statistics</p></li><li><p>Demonstrated expertise in technical and financial problem solving</p></li></ul><p>These attributes are preferred:</p><ul><li><p>Advanced degree in a discipline of science, technology, engineering, or mathematics.</p></li><li><p>Experience with callable bond models, asset allocation, security selection, and risk models.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<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>

Fixed Income Quantitative Analyst, Municipal Bonds

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a strategic leader within Fidelity’s Workplace Investing (WI) Client Engagement Group, the Director of Health Care Competitive Insights will drive market and competitive intelligence across the health and welfare (H&amp;W) benefits administration sector and adjacent workplace solutions (e.g., retirement, FSAs). This role is instrumental in shaping business strategy, identifying growth opportunities, and mitigating competitive threats through data-driven insights. This is a hands-on, high-impact role ideal for a seasoned insights professional who thrives in a collaborative, fast-paced environment and is motivated by influencing business outcomes through research and analysis.</p><p><strong>Key Responsibilities</strong></p><ul><li><p>Lead end-to-end competitive and market intelligence for the H&amp;W benefits outsourcing space.</p></li><li><p>Analyze competitor strategies, offerings, technologies, and value-added services.</p></li><li><p>Forecast market trends, regulatory shifts, and evolving employee needs—especially around the employee experience.</p></li><li><p>Deliver executive-ready insights via presentations, dashboards, and reports that inform product, sales, and marketing strategies.</p></li><li><p>Partner with product teams to shape roadmaps, identify innovation opportunities, and address market gaps.</p></li><li><p>Develop insights-driven narratives to support go-to-market strategies, sales enablement, and client retention.</p></li><li><p>Align research priorities with strategic business goals and stakeholder needs.</p></li><li><p>Provide competitive enablement and deal support to client-facing teams; collaborate with Marketing, Sales, and Thought Leadership to refine external positioning.</p></li><li><p>Manage third-party research vendors and data providers to enhance intelligence capabilities.</p></li><li><p>Monitor and contextualize market developments; lead internal communications including newsletters and stakeholder updates.</p></li></ul><p><strong>Expertise and Skills You Bring</strong></p><ul><li><p>8+ years of experience in market research, strategy, or competitive intelligence within H&amp;W benefits outsourcing or consulting industries.</p></li><li><p>BA/BS degree required, MS/MBA or JD preferred.</p></li><li><p>Deep knowledge of the H&amp;W benefits landscape; experience with leading providers or consultancies preferred. Familiarity with HRIS, HCM platforms, and emerging technologies (AI, automation, cloud) in HR/benefits.</p></li><li><p>Strong analytical and strategic thinking skills; adept in CI/MI methodologies and tools.</p></li><li><p>Excellent communication and storytelling skills; able to influence senior stakeholders.</p></li><li><p>Proven leadership in cross-functional collaboration and stakeholder engagement.</p></li><li><p>Experience applying strategic frameworks (e.g., SWOT, scenario planning, benchmarking).</p></li><li><p>Ability to synthesize diverse data sources into actionable insights.</p></li><li><p>Comfortable navigating ambiguity and driving clarity through strategic judgment.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Shape business strategy through deep, evidence-based market and competitive insights.</p></li><li><p>Empower sales and marketing with differentiated positioning and messaging to win and retain business.</p></li><li><p>Bridge market intelligence with product innovation, driving roadmap decisions and feature development.</p></li><li><p>Foster alignment across product, sales, and leadership by delivering timely, actionable intelligence that fuels growth.</p></li></ul><p><strong>The Team</strong><br>The Workplace Insights team supports Fidelity’s Workplace Investing and Health businesses by delivering competitive and market intelligence. Our research empowers the organization to stay ahead in a dynamic and evolving industry.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<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, Healthcare Competitive Intelligence (Unfilled)

<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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Fort Worth, TX

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The FI Organization is seeking a Lead ETF Specialist with tried subject matter expertise in capital markets, ETF solutions, business development, and the competitive landscape. The specialist acts as an extension of our investment and product teams acting as the client facing ETF solutions authority representing our investment capabilities to our intermediary clients. In this role you will support all channels including broker-dealer, RIA, banking, and insurance. The specialist will develop new prospective firms and advisors, while also working alongside field wholesalers to generate strong sales lift from our existing clients and prospects. Lastly, the candidate will collaborate with asset management to influence our product roadmap, develop messaging, and core content to support the continued growth of Fidelity’s ETF business.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree required. MBA or equivalent graduate degree a plus</p></li><li><p>CFA preferred</p></li><li><p>10+ years of sales or product experience with significant experience with ETF’s</p></li><li><p>Series 7 and 63 licenses required</p></li><li><p>Maintains excellent communication, presentation, and interpersonal skills</p></li><li><p>Must have in depth knowledge of Fidelity and competitive products</p></li><li><p>Excellent time management and organizational skills are critical to success</p></li><li><p>Validated ability to successfully build and be a great partner within the intermediary channel</p></li><li><p>Confirmed ability to implement and apply needs-based selling techniques and strategies</p></li><li><p>Marketplace credibility to represent the investment process as well as the overall Fidelity organization most effectively in client, consultant, and industry conference speaking engagements</p></li><li><p>Capital market perspectives that influence investment solutions</p></li><li><p>Lead on and off platform sales discussions with home office gate-keepers, advisors, and consultants</p></li><li><p>Track record of successful client interaction and follow-up is required</p></li><li><p>Ability to build internal partnerships and relationships in a team environment</p></li><li><p>Ability to influence decisions and direction across FI and in intercompany relationships</p></li><li><p>Ability to travel 50%</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, ETF’s, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.</p>The base salary range for this position is $70,000 - $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 ETF Strategist

<h3>Job Description:</h3><h3>Investment Consultant</h3><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><h3>The Purpose of Your Role</h3><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><h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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><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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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 - Austin, TX (Domain)

<h3>Job Description:</h3><p>The Prime Services Risk team is responsible for risk management of the Fidelity Capital Markets Prime Services business. The team focuses on Collateral, Market and Operational risk associated with the intraday and overnight extension of collateralized credit to clients. The team is involved in determining lending policy and continuous analysis of the risks inherent in each client’s portfolio and investment strategy. Portfolios are analyzed and evaluated daily through extensive simulation and stress analysis crafted to estimate market related risks. Additionally, the team is tasked with developing, testing, and validating strong risk models to ensure clients remain well collateralized on an ongoing basis.</p><p>The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:</p><ul><li><p>Analyzing risk exposures using stress testing and scenario analyses for client trading, assessing collateral-based margin requirements.</p></li><li>Daily monitoring of client portfolios and providing of commentary or market risk positions with the strive to identify material risk exposures and concentrations. Due diligence and attention to detail is critical.</li><li>Interact regularly with Prime Services Account Managers on risk-related issues such as discussing margin changes, and with Credit Risk to review and approve new client prospects.</li><li>Collaborate in developing a firm-wide Model Risk Management Framework.</li><li>Monitor and analyze market trends and movements by observing market trends and estimating the significance they will have on client portfolios.</li><li>Respond to changing market conditions by conducting ad-hoc exposure analysis across the Prime Services portfolio, often at the request of senior management and/or business partners.</li><li>Coordinate with Technology and Product Development to improve risk system capabilities in performance, reporting, and data. In addition, work with the business to add products to the risk system and enhance margining capabilities.</li></ul><p><strong>The Expertise You Have</strong></p><ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>2+ years of Relevant Risk Management experience, preferably Prime Brokerage or Institutional collateralized lending</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of financial markets and products</li><li>Understanding of risk management, and ability to analyze portfolio strategies and risks using stress testing and scenario analyses</li><li>Useful programming skills preferred but not required</li><li>Excellent interpersonal, verbal and written communication skills</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You have knowledge of investment products, core brokerage experience in trading, lending, margin, financing, clearing and custody and related regulations</li><li>You have the ability to identify inherent risks to the business (e.g. market, credit, financial, operations regulatory, technology and reputational)</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Experience with data analytics, stress testing, liquidity, market and operational risks</li><li>Effectively managing multiple initiatives and responsibilities within prescribed timelines</li><li>Ability to engage interested parties and facilitate discussions, meetings and walkthroughs of risk policy and analytics</li><li>Driving innovation using complex data sets to identify risk, settling controls, parameters and risk methodologies</li><li>Communicating complex issues by condensing them into a concise summary report and presentations</li><li>Finding opportunities to improve existing risk reporting and developing new key risk indicators</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $64,000-$121,000 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>Risk

Prime Brokerage Risk Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.</p><h3>The Manager / Senior Manager, Implementation Project Management will do the following:</h3><ul><li>Onboarding of new Fidelity Registered Investment Advisors.</li><li>Supporting existing advisors who are converting a book of business onto the platform.</li><li>Leading mid-level to large Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions.</li></ul><p>The Senior Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Senior Manager, Implementation Project Management will be required to handle mid-level to large deals with and may assist on larger, more sophisticated clients.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience. Advanced degree preferred</li><li>Minimum of 3 - 5+ years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% - 25% of time</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead mid-level to large projects, with varying degrees of complexity. Lead onsite support at advisor offices for mid-level to large breakaways or conversions; assist with various pre-planning and execution tasks throughout the conversion.</li></ul><h3><strong>The Team</strong></h3><p>Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.</p>The base salary range for this position is $71,000-$120,000 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>Series 07 - FINRA<h3>Category:</h3>Client Service

Manager / Sr. Manager, Implementation Project Manager - IWMS Client Experience

<h3>Job Description:</h3><p>The Compliance Associate, Testing and Reporting Services (TRS) helps support annual compliance activities for Workplace Investing (WI) defined contribution plans. TRS supports the Strategic, Select, Large and Core markets and partners closely with Client Relationship Management and Client Service Managers and Administrators to help plan administrators remain in compliance with annual ERISA and DOL rules and regulations.</p><p>The Expertise and Skills You Bring</p><ul><li>Experience working with retirement plans</li><li>Experience working in an operations environment</li><li>Strong written communication skills</li><li>Passion for client service and customer satisfaction</li><li>Strong Excel, math and accounting skills</li></ul><p>The Value You Deliver</p><ul><li>Preparation of standard annual compliance work items across multiple TRS products</li><li>Respond to basic technical and data related questions from clients and business partners</li><li>Research and reconcile processing errors/issues related to production work</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p>The Team</p><p>The Testing &amp; Reporting Compliance Associate works as part of a team to deliver best in class support and expertise to the WI Client Service Teams and most importantly our clients to help them meet the regulatory requirements of having a qualified retirement plan. In Testing &amp; Reporting Services, we strive to continuously evolve our processes, systems, and training, to increase quality, drive efficiency, and provide a better experience for our Clients and Associates.</p><p>Company Overview</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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>

Compliance Associate

<h3>Job Description:</h3><p><strong>Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center. </strong><br><br>Put your expertise in retirement planning to work every day</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Series 7 &amp; Series 63 licenses required</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>The Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.</p><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>

1,093 Project Management / Professional Services Jobs