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<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as 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 Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Planning Consultant - Providence, RI

<h3>Job Description:</h3><h3><strong>Job Description</strong></h3><p>The Program Manager is part of a team that enables the Corporate Technology Group to continuously modernize, consolidate and digitize technology solutions and provide an enhanced user experience to Fidelity associates. The Program Manager acts as a product owner, conducts business analysis, and works closely with Financial Crimes Compliance, Fidelity business units and the Corporate Technology Group to ensure they have a solid understanding of the Financial Crimes Compliance current and future needs. The Program Manager also manages and maintains a prioritized backlog of deliverables, develops and tests technical solutions, and is an active participant in building effective business partner relationships.</p><p>In this role, you will own and deliver Financial Crimes Compliance technology projects that will ensure Fidelity meets regulatory, audit, and compliance requirements.</p><h3><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></h3><h3><strong>The Team</strong></h3><p>Fidelity’s reputation is built on trust. The mission of Enterprise Compliance is to maintain the firm’s unwavering integrity through the highest professional standards. Enterprise Compliance consists of several key functions including Ethics, Strategy and Planning, Employee Compliance, Workplace Solutions Compliance, Advice Solutions Compliance, Regulatory Compliance, Global Sanctions and Risk Assessment and Testing.</p><p>In this role, you will help ensure that Fidelity protects its reputation by providing operational and project management leadership to the team and oversight of planning and resource allocation. We are seeking a candidate with a strong project management, technology, and compliance or audit background, who can thrive in a challenging, deadline-driven team environment.</p><p><strong>Critical thinking</strong> to analyze complex requirements and identify and implement process improvements. Our group is passionate about modernizing compliance using technology, data analytics and process automation. We are looking for someone who is just as driven as we are to find innovative solutions to address compliance needs.</p><p><strong>Data Visualization</strong> to facilitate greater self-service. This includes partnering with the business to learn about their processes and information needs, translating those needs into requirements, and leading the building / testing / deployment of interactive reporting solutions.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>Bachelor’s degree in business administration, finance, or information systems</li><li>6+ years of relevant experience</li><li>Strong problem solving and data analytical skills</li><li>Positive attitude and goal-driven</li><li>Strong presentation, written, and interpersonal communication skills</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Your strong communal working style with good interpersonal, relationship management, and facilitation skills</li><li>Your ability to take initiative; your actions and decisions are driven by customer needs</li><li>Ability to engage with both internal and external partners and vendors to support and facilitate dependencies and integrations across our platforms and applications</li><li>Exceptional ability to build positive relationships with cross-functional teams, squads, vendors, and leadership teams showcasing strong facilitation and influencing skills</li><li>Ability to proactively assess end-to-end process and analyze opportunities for modernization and enhancement.</li><li>Your demonstrated excellent verbal and written communication, organization, and time management skills</li><li>You’re a problem-solver and inspire creative solutions</li><li>You can handle multiple tasks and priorities simultaneously</li><li>You can overcome unexpected obstacles with little or no supervision</li><li>Your proficiency in MS Word, Excel, and PowerPoint</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Assist in defining and driving Financial Crimes Compliance Technology’s strategic roadmap</li><li>Collaborate with stakeholders to maintain a product backlog according to business value or Return on Investment</li><li>Work closely with partners to ensure that the Minimum Viable Product (MVP) is clear and understood by the delivery teams</li><li>Solve application related problems, making decisions, completing trade-off analysis to stay on track towards business deliverable commitments</li><li>Lead product release plans and set expectations for delivery of new functionalities</li><li>Act as an ambassador for the product and as the primary contact for communicating changes related to the product to all partners</li><li>Work with end-users to define testing environment and acceptance criteria; explains the criticality of their active involvement in test design and all testing phases</li><li>Defining, creating, and implementing test plans and cases; estimating time, effort and resources required.</li><li>Drafting key objectives and results, strategies and analyzing the product data to make business decisions</li></ul><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Program Manager

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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>

Financial Representative - Providence, RI

<h3>Job Description:</h3><p>Do you genuinely enjoy making a difference in the lives of others? If you answered “<strong>yes</strong>” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Smithfield site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.</p><p>In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​</p><p><strong>What to expect…</strong></p><p>As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.</p><ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>Our Investments in You</strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a></p><p><strong>Shifts and Hours:</strong> Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST</p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<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>

Financial Customer Associate - Bilingual- Smithfield

<h3>Job Description:</h3><p>Do you genuinely enjoy making a difference in the lives of others? If you answered “<strong>yes</strong>” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Smithfield site.</p><p>In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​</p><p><strong>What to expect…</strong></p><p>As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.</p><ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>Our Investments in You</strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a></p><p><strong>Shifts and Hours:</strong> Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST</p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<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>

Financial Customer Associate - Smithfield

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>A Business Analyst within the Client Experience division is responsible for facilitating Entity Change events. The Business Analyst scope is internal events defined as existing advisors or one of the parties onboarded onto the Fidelity RIA platform. The main events are defined as Merger and Acquisitions and Name/Ownership changes. Responsibilities include merging the business structure under the Receiving RIA’s internal record and updating the RIA name across the platform. This is accomplished by performing a detailed analysis of the RIA’s business and operational dependencies and implementing those settings through focused tasks. This role will work on events varying in size, complexity, and scope. The individual will be expected to have a detailed understanding of the various products and services as well as work with internal business partners to coordinate the activities. The Business Analyst will be required to follow detailed processes and procedures and become a subject matter expert in the required areas. This is a client facing position that has significant impact on the client's overall satisfaction within the RIA space<em>.</em></p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s Degree or Commensurate Work Experience</li><li>Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)</li><li>Client facing service experience required</li><li>Must possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues</li><li>Ability to work in a team environment</li><li>Excellent verbal and written communication skills</li><li>Highly motivated, self-directed and an independent problem solver</li><li>Flexible/adaptive to change</li><li>Obsessed with delivering a superior client experience to our financial intermediary client base</li></ul><p><strong>The Team</strong></p><p>The Business Analyst team consists of Fidelity associates whose main responsibility is to consult regularly with Advisors to integrate their business relationship under one firm record. The team is part of a larger group, Client Conversion Services (CCS) which falls under the Client Experience division within the Fidelity Fund and Brokerage Operations &amp; Technology group. Associates within Client Experience are responsible for most of the client’s interactions with Fidelity and is therefore primarily responsible for the client experience with the Fidelity brand.</p><p><strong>Note: </strong>Fidelity will not provide immigration sponsorship for this position.</p>The base salary range for this position is $63,000-$100,000 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>Client Service

Manager, Client Service Implementation - Institutional Wealth Management Services

<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4><p>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.</p><p>Interested in this position? Apply online and create a personal candidate account!</p><p><b>Current Employees of </b><b>NeighborHealth</b>- Please use our internal careers portal to apply for positions.</p><p>To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.</p><p><b>Time Type: </b></p>Full time<p><b>Department: </b></p>Registration<p><b>All Locations: </b></p>1601 Washington Street<p><b>Position Summary: </b></p>The scope of a Patient Services Coordinator includes support of the health center’s new patient primary care provider (PCP) assignment, registration, insurance enrollment processes and acts as patient advocates. The primary functions includes actively recruiting, assessing, screening, and interviewing potential and actual patients of all ages for eligibility to a government sponsored health coverage programs. The Patient Services Coordinator is responsible for assisting with insuring that all eligibility applications are complete, accurate, and processed in a timely manner and that pertinent coverage and other important data is entered correctly into EPIC. <br><br>Schedule: Monday - Friday, 8:00 AM - 5:00 PM &amp; includes flexibility based on department needEssential Duties and Responsibilities:<ul><li>Processes applications for actual and potential patients of EBNHC to obtain or maintain eligibility for health coverage not limited to MassHealth (includes disability, 65+, and Buy In), Health Safety Net, Health Connector, Children’s Medical Security Plan.&nbsp;</li><li>Thoroughly and accurately assesses and screens patients to determine probable eligibility for a variety of health coverage programs.&nbsp;This includes comprehensive and an up to date knowledge of the eligibility programs, the eligibility requirements, and covered benefits/services by program, and any out of pocket costs to the patient.​</li><li>Thoroughly and concisely completes applications for eligibility in a timely manner.&nbsp; </li><li>Completes all interface with the state for all applications ensuring that the applications and supporting documentation was completely sent/received.&nbsp; </li><li>Updates EPIC appropriately with coverage, FPL, Enrollment Notices, etc .</li><li>Use all applications and eligibility systems available appropriate to the patient’s situation, specifically, MAP, POSC/ MMIS, etc.</li></ul><p>Qualifications and Requirements:</p><ul><li>HS Diploma/GED.</li><li>Bilingual fluency Spanish/English required.</li><li>Mass Health Experience is preferred.</li><li>Demonstrated understanding of all government sponsored health insurance programs</li><li>Previous Customer Service work or volunteer experience required.</li><li>Demonstrated excellent organizational, communication, and time management skills.</li><li>Exceptional judgment, initiative, and leadership skills.&nbsp;</li><li>Demonstrated ability to promote a team environment with proven successful outcomes</li></ul><p>Pay Range:</p><p>$21.51 to $32.26  based on experience</p>

Coordinator, Patient Services

<h3>Job Description:</h3><p><strong>The Role:</strong></p><p>The Senior Manager, Configuration Analyst will be the primary focal point for delivering on ServiceNow configuration enhancements and simple ServiceNow development requirements. The role sits within a Business Analyst and Product Lead team that oversees Product Roadmap strategic deliverables while also managing day to day enhancements and fixes in a highly dynamic and fast paced environment. The role also requires proficiency in process optimization, data analytics, and project management.</p><p><strong>In This Role, You Will:</strong></p><ul><li><p>Facilitate the requirements, design, testing, and delivery of projects and system enhancements while representing partner interests.</p></li><li><p>Ensure the accurate collection, control, processing, and maintenance of confidential candidate and employee record data.</p></li><li><p>Have the opportunity to work across various Fidelity teams and on future GSI technology initiatives.</p></li><li><p>Work across business and technology teams to deliver modernized and optimized systems that support Fidelity Investigators and partner teams including Talent Acquisition, Human Resources, Legal, Regulatory and Compliance.</p></li><li><p>Be focused on enhancing the digital pre-hire background experience for all Fidelity candidates while also modernizing the Internal Investigation and Threat Management case management tools.</p></li><li><p>Collaborate with business and technology partners to tackle issues, design and deliver process improvements; and provide ongoing support in a fast-paced agile environment.</p></li><li><p>Craft detailed use cases and stories that will ensure accurate and timely execution of the vision articulated by the Product Lead.</p></li><li><p>Your interactions with the team will model Fidelity leadership principles to sustain an agile, innovative culture that creates a positive environment for all team members.</p></li><li><p>You will form a close and highly valued relationship with the Operational Leads of each Investigation team (Backgrounds, Internal, Threat) and their team members to partner on the delivery of defect fixes and future state feature / functionality enhancements.</p></li><li><p>You will demonstrate highly honed skills in ServiceNow configuration and proficient skills in simple ServiceNow development, data analytics, process optimization and project management.</p></li></ul><p><strong>The Expertise, Experience and Skills We Are Looking For:</strong></p><ul><li><p>Experience with workflow configuration in ServiceNow</p></li><li><p>Experience with requirements definition, documentation, and refinement</p></li><li><p>Experience with end-to-end test planning and execution</p></li><li><p>Experience in a fast paced, agile environment</p></li><li><p>Experience in analyzing, mapping and improving process flows</p></li><li><p>Experience in basic project management</p></li><li><p>Experience in data collection, organization and analysis</p></li><li><p>Experience with JIRA and Agile tools and processes</p></li><li><p>Experience in using ServiceNow to implement portals and collaborative solutions</p></li><li><p>Experience creating properties, business rules, and client scripts in ServiceNow, to include code migration between instances</p></li><li><p>A track record that demonstrates successful implementation of ServiceNow in an enterprise environment</p></li><li><p>Ability to analyze business requirements / problems and leverage ServiceNow capabilities to address those problems</p></li><li><p>Strong analytical and critical thinking skills, with high attention to detail</p></li><li><p>You are analytical, a critical thinker and technically savvy</p></li><li><p>Your social / communication skills are a key strength</p></li><li><p>You are highly organized and the ability to prioritize work while under tight deadlines</p></li><li><p>You understand the importance of being meticulous complemented by a high degree of accuracy</p></li><li><p>You demonstrate good business judgment and have a keen ability to build and influence relationships</p></li><li><p>You are an initiative-taking collaborator who works independently while thriving in small team environments</p></li><li><p>Your diligence consistently generates high quality output and is a priority in your daily work</p></li><li><p>Bachelor’s degree or equivalent work experience</p></li><li><p>A minimum of 3-5years Business / Systems Analyst experience</p></li><li><p>4+ years of experience using ServiceNow's features to customize, develop, and configure solutions that achieve business unit needs</p></li></ul><p><strong>The Purpose of Your Role and Value Delivered:</strong></p><p>This role will be highly relied upon to:</p><ul><li><p>Upskill / train other Analysts in ServiceNow Configuration related capabilities and work</p></li><li><p>Lead and deliver end to end implementation of ServiceNow enhancements and defects</p></li><li><p>Research and advise on existing and upcoming capabilities of ServiceNow</p></li><li><p>Research and implement solutions to incidents and requests</p></li><li><p>Update standards and procedures documentation as required</p></li><li><p>Create automated test scripts for use in future upgrade releases</p></li><li><p>Proactively provide valuable insight by partnering with our business partners to find opportunities for continuous improvement.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Fidelity’s Global Security and Investigations (GSI) Business Unit is undergoing several technology and process modernization initiatives leveraging ServiceNow as the case management and process support platform. This role is a key position on the Global Security Program Management team, within GSI, supporting the implementation and ongoing support of ServiceNow scope applications for Fidelity’s new global Background Investigation case management cloud-based platform and Fidelity’s modernized Internal Investigations and Threat Management case management systems.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<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>

Senior Manager, Configuration Analyst

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>As a Registration and Licensing Compliance Analyst you will work as part of a team that is responsible for supporting Fidelity associates through the registration process. In this role you will work closely with Business Unit Colleagues, Managers, Supervisors, Self- Regulatory Organizations and State Securities Divisions as needed to effectively resolve Securities and Investment Adviser registration issues and inquiries that may arise. Must be able to professionally and effectively communicate issues and resolutions by demonstrating knowledge of the securities registration industry. </p><p>Specific responsibilities include: </p><ul><li>Determining if certain associate events are reportable on the Form U4. </li><li>The filing of initial registration applications (Forms U4), amended applications (Form U4 amendments) and requests to terminate registrations (Forms U5) with FINRA. </li><li>Assisting associates with state securities applications. </li><li>Responding to associate inquiries regarding applications and registration status. </li><li>Providing education and information to associates and Supervisory Principals regarding the maintenance of FINRA registrations and state insurance licenses. </li><li>Interacting with various regulatory agencies (FINRA, individual states, SRO’s, etc.) regarding registration and licensing matters. </li><li>Providing outstanding customer service to all levels of associates within Fidelity (new hires through senior management) regarding their registration and licensing needs. </li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree in finance, Economics, Math Sciences or other liberal arts field strongly preferred; </li><li>Current or former FINRA series registrations and/or state securities licenses preferred. </li><li>At least two-year experience processing work items or transactions from a queue in an operational environment required. </li><li>At least two years experience in a customer service role strongly preferred. </li><li>Working knowledge of the FINRA registration process and requirements related to maintaining ongoing registrations. </li><li>Minimum 3+ years working in a Compliance or Regulatory capacity. </li><li>Experience reading and interpreting complex written material in a regulatory environment. </li><li>Familiarity with Fidelity's Broker-Dealer organizations and operations preferred. </li></ul><p><strong>The Skills You Bring</strong> </p><ul><li><p>Ability to manage work items in fast-paced, deadline-oriented environment. </p></li><li><p>Ability to process work items accurately according to established process and procedure. </p></li><li><p>Strong ability to understand and explain complex regulatory and technical information. </p></li><li><p>Excellent verbal and written communication skills </p></li><li><p>Ability to communicate and collaborate across various Business Units as well as with coworkers in a team-oriented environment. </p></li><li><p>High level of personal integrity and professionalism. </p></li><li><p>Ability to manage sensitive, confidential information in a respectful and professional manner. </p></li><li><p>Strong work ethic and willingness to support and help other members of the team when and where necessary. </p></li><li><p>PC proficiency including expertise in Power Apps, Microsoft Excel, Word, PowerPoint, XTRAC, Adobe, or similar applications preferred </p></li></ul><p></p><p><strong>The Team </strong></p><p>The Ethics Office works closely with the business, compliance, and legal partners to ensure ongoing regulatory compliance and protection of Fidelity's customers, brand, and reputation. We oversee policies related to employee conduct including personal trading (including private securities transactions), outside business activities, inside information (also known as material, non-public information or MNPI gifts and entertainment, conflicts of interest, political law, registration and licensing, and compliance training. </p><p>We are a team of compliance professionals that provide service and operational support for Fidelity associates to ensure compliance with the Code of Ethics and support the Fidelity broker dealers and investment advisors as well as their associates as it relates to registration and licensing. </p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></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>

Compliance Analyst

<h3>Job Description:</h3><p><strong>CLIENT ENGAGEMENT LEAD– LIFETIME INCOME</strong></p><p><strong>Our Team’s Mission</strong></p><p>At Fidelity Investments, we are focused on providing leading retirement solutions that help employees plan for the long term by saving early and confidently. This also includes developing products and solutions that help employees prepare for what’s next: a successful transition to retirement. As part of this mission, the lifetime income team offers our clients and their employees a suite of solutions that are designed to meet the individual and diverse needs of our participants as they prepare for their retirement years.</p><p><strong>The Role</strong></p><p>The Lifetime Income client engagement lead will partner across the organization to lead the onboarding and client and participant engagement, across our suite of lifetime income products and services, including Guaranteed Income Direct. A member of our Lifetime Income product team, the lead will act as a subject matter expert for annuity distributions and products and partner with implementation teams, ensuring a seamless onboarding process for our clients. Post implementation, the client engagement lead will continue to partner with our clients, to drive participant education and awareness of Guaranteed Income Direct and/ or any additional Lifetime Income Solutions the client has chosen to adopt.</p><p><strong>The Value You Deliver </strong></p><ul><li><p>The client engagement lead is a critical to the success of our lifetime income products and solutions.</p></li><li><p>The lead will help coordinate key client implementation and readiness materials across cross-functional internal stakeholder teams and third parties.</p></li><li><p>The lead will also act as primary support for any questions and issues our internal client teams and our plan sponsors may have about their lifetime income product adoption and implementation.</p></li><li><p>This role is key in providing our clients and their employees with new and critical solutions that can help millions of Americans retire successfully.</p></li></ul><p><strong>The Skills You Bring </strong></p><ul><li><p>Keen ability to prioritize and quickly tackle process challenges</p></li><li><p>Ability to learn quickly and serve as a critical subject matter expert</p></li><li><p>Flexible, collaborative and able to lead multiple projects efficiently</p></li><li><p>Easily take initiative, creating and defining new processes</p></li><li><p>Ability to work successfully in a cross-functional, matrixed organization, partnering with client, marketing and operational teams</p></li><li><p>Ability to develop efficient implementation and communication processes</p></li><li><p>Enjoy working to improve client and participant outcomes</p></li><li><p>Enjoy working with clients and participants to drive education and awareness of our Lifetime Income offering</p></li><li><p>Enjoy working in a fast-paced environment</p></li></ul><p><strong>The Expertise You Have </strong></p><ul><li><p>Bachelor’s Degree</p></li><li><p>5 - 7 plus years of financial services experience with experience in defined contribution plans a plus</p></li><li><p>Experience with guaranteed income solutions and new business operations</p></li><li><p>Experience working with directly with clients to drive results </p></li><li><p>Strong internal and external relationship management skills</p></li></ul><p><em>*Some travel required </em></p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<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>

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