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<h3>Job Description:</h3>The RoleThe Financial Institutions Group (FIG) is seeking a Director, Relationship Manager, to provide investment coverage to home office and regional office personnel at leading financial institutions, with a focus on liquidity management solutions. The Relationship Manager will have responsibility for their own subset of assigned accounts, as well as work alongside other Fidelity Institutional and Institutional Wealth Management Relationship and Key Account Managers to deepen client relationships, expand investment product placement and target distribution opportunities. In addition to liquidity management clients, this role may include coverage responsibilities across the Institutional Insurance and Defined Contribution Investment Only (DCIO) segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.The Relationship Manager is the client facing interface to key decision makers, as well as sales and account managers at FI’s intermediary clients and should therefore be able to clearly articulate and promote Fidelity’s investment capabilities and investment centric thought leadership to advance and defend our investment presence within the client firm’s offerings and its related distribution system. The Relationship Manager will coordinate across Fidelity to ensure the client’s needs are addressed and that Fidelity business partners clearly understand the client and the investment opportunities presented by the firm and their advisors. Core responsibilities:<ul><li>Development and execution of overall firm segmented strategy</li><li>Expansion of Fidelity Institutional’s investment product availability at key distributors inclusive of but not limited to Liquidity Solutions, Mutual Funds, Sub-advised, CIT’s and Alternative Investments</li><li>Collaboration with internal representatives across Fidelity Institutional, Institutional Wealth Management Services, Assets Management Solutions, and investment specialists to promote new and defend existing relationships</li><li>Expand and/or deepen executive engagement at covered firms</li><li>Successfully partner with the Sr. Relationship Manager and Key Account Manager to meet all segmented client needs and execute on the team strategy</li><li>Seeking a high level of client satisfaction by successfully providing best-in-class service</li><li>Ability to travel up to 50%</li></ul>The Expertise and skills you bring<ul><li>CTP, CFA or CIMA designations are a plus</li><li>Series 7 and 63 licenses are required</li><li>5 years of experience working in the financial industry</li><li>Institutional experience in the intermediary market and/or short-term fixed income trading is highly preferred</li><li>Demonstrate strong investment acumen</li><li>Demonstrate a strong understanding of short-term markets, FOMC policy, corporate investing, and industry platform liquidity solutions</li><li>Ability to quickly establish credibility with clients as an investment resource</li><li>Effective listening, communication, and presentation skills</li><li>Committed to constant self-improvement and exhibit a competitive drive</li><li>Operate in a fast-paced environment where team coordination and rapid response is essential</li><li>Extremely resourceful, organized, and can prioritize multiple priorities</li><li>Ability to travel 50% or more in any given month</li></ul>The TeamFidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels. With Fidelity being the largest manager of money market funds globally, the team works across all internal Fidelity channels as well as multiple market segments and lines of business these leading financial service providers.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Director - Associate Relationship Manager, Liquidity Management

<h3>Job Description:</h3>The RoleThe Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity’s full range of investment capabilities.In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.The expertise and skills you bring<ul><li>CFA or CIMA preferred. </li><li>10+ years of experience in relationship management, distribution, or business development with in asset management.</li><li>Series 7 and 63 licenses required</li><li>Client-first mindset with the ability to develop trusted partnerships at senior levels</li><li>Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.</li><li>Establish credibility with clients as an investment resource across asset classes</li><li>Exceptional communication, negotiation and presentation skills</li><li>Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution</li><li>Ability to travel up to 50%</li></ul>The Value You Deliver:<ul><li>Lead growth and retention efforts across a portfolio of institutional insurance clients.</li><li>Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions.</li><li>Asset Class expertise positioning various thought leadership and investment product topics</li><li>Thrive in a team environment of strong investment professionals within the Relationship Manager Team</li><li>Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives.</li><li>Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner</li></ul>The TeamFidelity 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, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

VP - Relationship Management, Insurance/Sub Advisory

<h3>Job Description:</h3><h3>The Role</h3>As a Senior Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter, you will join our mission in maintaining and expanding our Person MDM data platform to improve the experiences for our participants, plan sponsors and all our internal business partners who support and service our customers. Day to day, you will work closely with a team of cross functional and dedicated squad members responsible for delivering specific business goals.In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and build strong working relationships across the organization. As a Senior Business Analyst, you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team.Note: Fidelity is not providing immigration sponsorship for this position.<h3>The Expertise and Skills You Bring</h3><ul><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.</li><li>Experience with workflow design, data analysis, data visualization, and impact analysis.</li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Miro or similar Agile backlog management tools (training is available)</li><li>Previous Workplace Investing experience strongly preferred</li><li>Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables.</li><li>Lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives.</li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases.</li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners.</li><li>Manage dependencies across teams and work on multiple projects simultaneously.</li><li>Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams.</li><li>5-7 years transferable experience.</li><li>Bachelor’s degree preferred.</li></ul><h3>The Team</h3>WI Customer Solutions provides the WI Agile organization with business analysts and consultants. The Customer Solutions team is responsible for helping the business achieve results. Our role is to turn business objectives into useful plans and solutions that deliver outstanding customer value.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Business Analyst, Customer Solutions - WI Data Platforms

<h3>Job Description:</h3>The RoleFidelity 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.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.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.Additionally, the role will be contributing to driving customer input, alignment and execution in partnership with product and distribution leadership teams.The Expertise and Skills You Bring<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>Key Responsibilities<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>The TeamThe 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.Note: Fidelity will not provide immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Sr Manager, WAMS Specialist Distribution Planning and Operations

<h3>Job Description:</h3>The RoleIn 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. The Expertise and Skills You Bring<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>The TeamThe 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.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.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.<ul><li>Note: Fidelity will not provide immigration sponsorship for this position. </li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales SupportMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Institutional Market Enablement

<h3>Job Description:</h3><h3>Job Title: Senior Manager Risk</h3><h3>The Role</h3>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.<h3>The Skills and Expertise You Bring</h3><ul><li>Bachelor’s degree required; equivalent experience considered</li><li>5+ years of experience in fraud, risk management, audit, or compliance within financial services</li><li>Strong knowledge of risk management practices and frameworks</li><li>Familiarity with systems such as Archer</li><li>Excellent analytical and problem-solving skills</li><li>Understanding of investment products (preferred)</li><li>Proven ability to identify and mitigate fraud risks</li><li>Proficiency in documenting and maintaining comprehensive control statements</li><li>Experience in risk assessment and control evaluation</li><li>Strong verbal and written communication skills</li><li>Decisive, action-oriented, and solution-focused mindset</li><li>Critical thinker with curiosity and creativity to challenge current practices and recommend improvements</li><li>Ability to manage multiple priorities in a fast-paced environment with minimal supervision</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>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.The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Senior Manager, Risk

<h3>Job Description:</h3>The RoleDo you want to work for a fast paced, growing organization where people make the difference? Do you thrive on leading projects, operational efficiency and client service? Join us as a Sr. Business Analyst, Trust Operations, where you will work on a team supporting the Integrated Wealth Management clients.The Purpose of Your RoleThe Sr. Business Analyst’s primary role is to provide support of the critical initiatives outlined by the CE Trust Operations organization. Ability to perform a business analysis of the functions through diverse and complex projects, supporting multiple lines of business and products. Participates in tactical projects collaborating with internal business partners in Product, Operations, Implementation and Technology. Including external vendors and service providers that have an impact on both internal and external clients. Supports strategic projects as necessary.The Sr. Business Analyst will be responsible to provide analysis of the current processes and workflows to provide greater product applicability across multiple business units (IWMS, NF, and FFOS), with a focus to improve operational efficiencies within CE, specifically within the Trust Operations Group. The Sr. Business Analyst will participate in the design for new workflows in order to support the transition from the existing trust accounting system to the newly selected vendor. Required to track and report on issues related to the conversion of clients. In addition, the Sr Business Analyst will be required to become subject matter experts on the application, providing training to internal and external users.The Expertise We’re Looking For<ul><li>Bachelor’s Degree or equivalent experience preferred</li><li>5+ years of operations and/or service experience in the financial services industry</li><li>Knowledge of Trusts; specifically understanding of Principal and Income Accounting</li><li>Knowledge of Fidelity systems preferred</li><li>Strong familiarity with financial industry, with a good understanding of the Mutual Fund and Brokerage industry</li><li>Ability to lead projects and work independently with minimal direction</li></ul>The Skills You Bring<ul><li>Your knowledge of Bank/Trust Business</li><li>Your strong written, verbal and excellent interpersonal communication skills</li><li>Your ability to work in a fast-paced, team environment</li><li>Your ability with time management (multi-tasking) skills</li><li>Your ability to collaborate with internal business partners</li><li>Your ability to develop and monitor project plans, meet deliverables and manage escalations</li><li>Your creativity/forward-thinking</li><li>You have intermediate knowledge of Microsoft Office Applications</li></ul>The TeamThe Trust Operations team is primarily focused on supporting the integration between the FBSI Brokerage System and a Trust Accounting platform on behalf of our clients. Fidelity’s trust product offerings are complimentary offerings to attract and retain high net worth clients. The unique integration, and how both our internal and external clients use them, requires the Trust Operations team to interact with a variety of business partners in support of those products. Those partners include FCCS Product and Sales teams as well as Client Service and Implementation Support.How Your Work Impacts the OrganizationThe Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing &amp; Custody Solutions (FCCS), which includes banks and broker dealers in the clearing space and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Sr. Business Analyst, Trust Operations - IWMS Client Experience

<h3>Job Description:</h3>Job Description:Job Title: Fidelity Global Security Operations Center (GSOC) - SpecialistThe RoleAs a GSOC Specialist, you will play a vital role in ensuring the safety and security of our company premises, employees, and stakeholders. You will be responsible for dispatching and coordinating responses to various emergencies, analyzing intelligence to mitigate global threats, and supporting our travel security program. Your ability to communicate effectively, manage multiple tasks, and work in a flexible scheduling environment will be crucial to your success in this role.Coordinate and dispatch responses to incidents occurring on company premises or at corporate events, utilizing appropriate communication methods. This includes managing responses to medical emergencies, burglaries, fires, and duress alarms. Operators may also need to liaise with law enforcement, fire departments, or other public safety organizations during emergencies at or near company property.Evaluate, analyze, and escalate open-source and subscription-based intelligence to mitigate and report global threats to company property, employees, and stakeholders.Accurately document, thoroughly assess, and promptly escalate instances of potential threats in the workplace. This involves maintaining detailed records of observed or reported threats, evaluating their severity and potential impact, and ensuring timely communication to relevant security partners for appropriate action. The objective is to enhance workplace safety by proactively addressing and mitigating risks.Provide comprehensive support to the travel security program by actively monitoring associate travel and ensuring preparedness to account for them during events of concern or elevated risk. This includes tracking travel itineraries, assessing potential threats related to travel destinations, and maintaining real-time communication with associates. In the event of heightened risk or emergencies, the GSOC Specialist will coordinate with relevant security teams to ensure the safety and well-being of traveling associates, providing timely updates and necessary assistance.Report any unusual or abnormal conditions to the company's security personnel, management, employees, suppliers, and facilities organization. This involves promptly identifying and documenting irregularities, ensuring clear and effective communication with all relevant parties to address and resolve potential issues swiftly.Collaborate closely with internal security, facilities &amp; real estate, enterprise resiliency, and business continuity teams during incidents or events that impact business operations. This involves coordinating efforts to ensure a unified response, sharing critical information, and leveraging each team's expertise to effectively manage and mitigate the impact of such incidents. The GSOC Specialist will play a key role in facilitating communication, supporting recovery efforts, and ensuring that all necessary measures are taken to protect company assets and maintain operational continuity.Receive, evaluate, and disseminate incoming information and reports from company security personnel, field security officers, employees, suppliers, reporting parties, and local agencies. This involves systematically assessing the relevance and accuracy of the information, ensuring it is communicated effectively to appropriate stakeholders, and facilitating timely and informed decision-making processes.Create detailed, fact-based incident reports for distribution to various Fidelity stakeholders. This involves gathering accurate and comprehensive information about incidents, analyzing the data to ensure clarity and relevance, and compiling it into concise reports. These reports must effectively communicate the key facts and findings. The GSOC Specialist will ensure that all reports are meticulously documented and distributed promptly to maintain transparency and support the company's security objectives.Facilitate the coordination of service requests for after-hours access to Fidelity offices. This involves managing and processing requests efficiently, ensuring that all necessary approvals are obtained, and communicating with relevant personnel to provide seamless access outside of regular business hours.The Expertise and Skills You Bring·1+ year of full-time professional experience, preferably in an operations, customer service, or control center setting.· Bachelor’s Degree preferred.· Computer proficiency with Microsoft Office suite of products.· Demonstrated proficiency in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology.· Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays).· Experience collecting, analyzing, and disseminating open source or subscription-based intelligence is preferred.· Providing excellent customer service in a high call volume setting. · Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision· Must be able to communicate effectively with all levels of the organization.The TeamJoin our team and contribute to maintaining a secure and resilient environment at Fidelity. This position is based in Smithfield, RI or Merrimack, NH and offers an exciting opportunity to work with internal security, facilities, and business continuity teams during business-impacting incidents. Ready to make a difference? Apply now and become a key player in our security operations!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.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.Salary Grade:3<h3>Certifications:</h3><h3>Category:</h3>SecurityMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

GSOC Specialist

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this role.As the VP Lifetime Engagement (LTE), Crossover Team Lead, you will possess deep knowledge and insights of the Crossover customer, own the vision for their future end to end experience, and be accountable for defining and executing against the roadmap that progresses us towards that vision. You will prioritize and champion the most impactful opportunities to convert WI participants to Retail customers, and to delight them throughout their experiences as they become and as they engage with Fidelity as Crossover customers.To do this, you and your team will bring a data-driven and action-oriented approach as you partner both within the LTE product area with LTE Strategy and Delivery teams, as well as across the organization. Your partnerships will cross business units, including workplace and retail, as well as functions including product, marketing, technology, research &amp; analytics, digital &amp; live channel distribution, etc. You will help accelerate existing and drive new initiatives to realize the vision, expertly managing a balanced portfolio of near- and long-term opportunities, and monitoring and measuring results. For our highly valued Crossover customers, opportunities exist across the customer journey: to improve workplace customer awareness of our retail offerings, to remove friction from the crossover customer experience, and to enable us to engage crossover customers based on an appreciation of their full relationship with Fidelity. As the Crossover Team Lead, you and your team will ensure we take a thoughtful and deliberate approach to make continuous progress against these opportunities. <h3>The Value You Deliver</h3><ul><li>Proactively identify new customer opportunities and build business cases to discern commercial viability.</li><li>Partner with Strategy, Delivery and other leaders to influence and prioritize execution plans across multiple stakeholders within Workplace, Wealth and Brokerage. </li><li>Set priority, sequencing and phasing including go-to-market strategy via your product roadmap. </li><li>Evaluate and optimize value based on overall Product Area vision and priorities through continuous refinement, ruthless prioritization, as well as focus on KPIs and business impact.</li><li>Demonstrate consulting capability to work closely across business units and leaders to effectively shape priorities and accelerate programmatic execution.</li><li>Manage talent lifecycle of team including hiring, coaching, developing and performance management practices.</li></ul><h3>The Expertise You Have​</h3><ul><li>Bachelor’s Degree required​</li><li>10+ years of experience with product strategy and development and working with key stakeholders enabling product development and delivery </li><li>5+ years successfully leading and developing teams with diverse capabilities and experience</li></ul><h3>The Skills You Bring</h3><ul><li>Data-driven approach to understanding customer needs and insights, developing a strategy, and translating strategic objectives into action.</li><li>Strong customer focus and experience designing, developing and maintaining dynamic customer experiences.</li><li>Proven experience engaging and influencing multiple stakeholders across products/platforms with competing priorities and key dependencies.</li><li>Strong analytical and judgement skills to determine the direction and achievement of goals; keeping key stakeholders informed on progress.</li><li>Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management.</li><li>Knowledge of Fidelity operations and customer facing channels in PI and WI strongly preferred.</li><li>Digital to live channel integration experience preferred.</li><li>Supports aligned teams as they create value delivered through prioritization, creativity, innovation, collaboration, and decision making.</li><li>Proven track record of developing and coaching talent.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Lifetime Engagement

<h3>Job Description:</h3>Lead Retirement Administrator, Center of Excellence – Back Office Administration TeamThe RoleYou will be responsible for first-signing/processing pension, retirement, and post-retirement health &amp; welfare transactions. Other key responsibilities for this position include performing pension benefit calculations, working with data, creating forms &amp; letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for:<ul><li>Providing pension administration services for a designated group of clients</li><li>Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work</li><li>Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates</li><li>Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice</li><li>Assisting with client documentation and procedures updates</li><li>Leading participant and client request workflows, including researching and resolving complex or critical customer issues</li><li>Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions</li><li>Providing support for project related tasks</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent work experience</li><li>Interest in Defined Benefits administration and Defined Benefits systems</li><li>Strong mathematical, analytical, and intuitive skills – including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD’s, and other documentation</li><li>Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards</li><li>Strong interpersonal skills and attention to detail</li><li>High integrity and discretion to ensure the confidentiality of private client and participant data</li><li>Strong written and verbal communication skills</li><li>Strong PC software skills (i.e. – Excel, Outlook, Word, and Access)</li><li>Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension, retirement, and post-retirement health and welfare transactions.</li><li>This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You BringYou bring a unique blend of resilience, initiative, and strategic thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.<ul><li>Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.</li><li>Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at juggling multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.</li><li>Comfortable with Ambiguity: Excel in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.</li><li>Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.</li></ul>The TeamThis role will reside within Workplace Consulting’s Center of Excellence (COE) organization on the Back Office Administration Team. The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>The base salary range for this position is $55,000-105,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

34 Project Management / Professional Services Jobs in Smithfield, RI, USA