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<h3>Job Description:</h3><h3>Phone Financial Consultant</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” </strong>Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>FINRA Series 7 &amp; 63 required prior to hire</h3></li><li><h3>Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire</h3></li><li><h3>Five years financial services experience, with 3-5 years of sales experience</h3></li><li><h3>A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!</h3></li></ul><h3>The Purpose of Your Role</h3><h3>We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</h3><h3>The Skills You Bring</h3><ul><li><h3>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele</h3></li><li><h3>Excellent knowledge of investment products</h3></li><li><h3>Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization</h3></li><li><h3>Strong technological acumen and comfort with learning how to use new tools</h3></li><li><h3>Excels in paperless work environment by leveraging technology</h3></li><li><h3>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action</h3></li><li><h3>Extraordinary listening and communication skills, confident public speaking, and group dynamics</h3></li><li><h3>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</h3></li></ul><h3>Our Investments in You</h3><h3>We believe that a holistic approach to life is important. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning</h3></li><li><h3>Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals</h3></li><li><h3>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</h3></li><li><h3>You are developing existing relationships to retain and increase total assets and profitability</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.</h3><h3>While you build relationships here, you will also be building your career!</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Financial Consultant - Smithfield, RI

<h3>Job Description:</h3><p><strong>Team Leader, Client Services</strong></p><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” </strong>Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><p>Is it time to explore new challenges in your career?</p><p>With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>Proven Leadership Experience</p></li><li><p>Previous Management or Leadership Experience in financial services is a plus</p></li><li><p>Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days</p></li></ul><p><strong>The Purpose of Your Role</strong></p><p>The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.</p><p><strong>The Skills You Bring</strong></p><ul><li><p>Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop</p></li><li><p>Your ability to balance leadership and supervisory responsibilities</p></li><li><p>Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward</p></li><li><p>Your experience with regulatory and compliance practices and rules</p></li><li><p>Your relationship expertise, leading with empathy and enhancing team cohesion</p></li></ul><p><strong>The Support You Receive</strong></p><p>We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.</p><p><strong>Our Investments in You</strong></p><p>We believe it is important to approach life holistically. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</p></li><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Coaching and developing a team of associates to deliver an outstanding experience to our clients</p></li><li><p>Enabling your team to drive outstanding client service interactions/ results</p></li><li><p>Helping associates realize their own personal definitions of success</p></li><li><p>Ability to inspire associates to deliver their best</p></li><li><p>Partnering with associates to build personalized plans that support their development towards career goals</p></li><li><p>Protecting the Fidelity brand through active supervision of associate interactions and transactions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li></ul><p>We believe in being #Different Together</p><p>Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.</p><p>We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.</p><p><strong>Learn More:</strong> <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a></p><p>#PIRCLeader</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - 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><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>

Team Leader Client Services

<h3>Job Description:</h3><p><strong>Director, Asset Management Compliance Center of Excellence, Alternative Investments</strong></p><p>Asset Management Compliance (AMC) works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.</p><p><strong>The Role</strong></p><p>As a Director in the AMC Initiatives Management Center of Excellence, Alternative Investments you will assess the impacts of new complex products, investment capabilities, and regulatory changes to the AMC operating model. You will build and lead implementation plans that ensure readiness across all functional areas within AMC while representing AMC with product and regulatory facing business partners across Fidelity. The Center of Excellence Director will design, build, and maintain robust product and regulatory intake, implementation, and metrics reporting tools to drive and support collaboration, readiness, and transparency.</p><p>In this role, you will lead a variety of initiatives with a focus on alternative products. You will build and maintain strong working relationships with Fidelity senior management and initiative stakeholders, providing timely awareness of key risks, issues, and results across AMC and with key Asset Management leaders and business partners. </p><p><strong>The Expertise You Have</strong></p><ul><li>Bachelor’s degree or equivalent</li><li>At least ten years financial services experience with a preference for a background in compliance, legal, investment support and/or regulatory experience.</li><li>At least three years in a role that focuses on alternative investment strategies, including private credit, long/short equity and credit, arbitrage, etc.</li><li>Working experience in non-traditional investment vehicles such as closed-end funds, REITs, private funds, etc.</li><li>Strong understanding of asset management laws and regulations, including investment companies, investment adviser businesses, and commodities rules as well as knowledge of industry practices relating to alternative investments.</li><li>Experience and technical expertise with practices that pertain to the asset management industry, including investment processes, derivatives and other instrument types, disclosure practices, trading and allocation issues, fund treasury and accounting matters, transfer agent, distribution, and custodial practices.</li><li>An understanding of global compliance programs, including compliance policies and procedures, control frameworks, and risk assessments, with an approach to evaluate and recommend improvements.</li></ul><p><strong>The Skills Your Bring</strong></p><ul><li>Outstanding organizational skills, including leading project teams while also contributing individual work.</li><li>Excellent communication, presentation, and relationship management skills</li><li>Ability to connect with senior leaders and decision makers and influence desired outcomes</li><li>Excellent interpersonal skills and the ability to work collaboratively across functions.</li><li>Strong analytic skills, resourcefulness, problem-solving abilities, and attention to detail</li><li>Proven ability to swiftly comprehend complex issues and regulatory requirements and provide clear and concise explanations in written and verbal communications.</li><li>Outstanding people and leadership skills</li></ul>The base salary range for this position is $100,000-$169,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Director, Asset Management Compliance

<h3>Job Description:</h3><p>UXD Wealth Chapter Leader: Cash Solutions</p><p><strong>The Role</strong></p><p>As Director, User Experience Chapter Lead you’ll lead a team of UX designers supporting Cash Solutions team. You are passionate about our mission to reimagine how everyday Americans save and spend their money. As a Chapter Leader, you are dedicated to helping the team grow and develop in their knowledge area and ensure alignment on the 'how' of the work they perform. You are committed to developing your own expertise and knowledge to bring the latest thinking to your role to empower others with that knowledge.</p><p><strong>Some Key Responsibilities</strong></p><ul><li><p>Partner with product and business leads to identify and develop strategic design opportunities to drive outcomes.</p></li><li><p>Ensuring experience decisions drive measurable business outcomes.</p></li><li><p>Support the team in delivering value to the business and UXD team</p></li><li><p>Coordinating and providing leadership for work across a team of designers.</p></li><li><p>Aligning work of individual teams to broader customer journeys.</p></li><li><p>Advocating for Systems Thinking and Human Centered Design.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>3+ years of experience managing a team of designers, with a focus on growth and development </p></li><li><p>10+ years of UX design experience, including skills in leading and coordinating the effort of a team of designers</p></li><li><p>Experience identifying and acquiring talent needs, and resource planning across organizations; collaborating with senior level leaders toward successful business outcomes</p></li><li><p>Record of success leading UX for product design MVP launches and continuing iterations</p></li><li><p>Unwavering curiosity to ask why and dig deeper to understand the root causes of any ambiguous customer problem</p></li><li><p>A strong presenter and communicator that can help craft a measurable product vision that gets results and connects opportunities to collaborate across business partners</p></li><li><p>Familiarity with the value of design systems, understand reuse and scale, and know when to contribute to make them better; Leading the team through adoption of Fidelity Design System</p></li><li><p>You have a solid set of product, visual, interaction, and service design skills, and can communicate the bigger picture through systems thinking, design visioning and journey mapping</p></li><li><p>You may not consider yourself a data scientist or a researcher, but you don’t shy away from understanding data and customer feedback to better inform your direction and coach the team through the value they are contributing to the firm</p></li><li><p>Intellectual humility that allows you to see beyond cognitive biases and take in multiple perspectives</p></li><li><p>You have foundation of technical development (software engineering) and architecture of digital products (native and web)</p></li></ul><p>Nice to have: Experience with Financial Services and Banking Products</p><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p>You understand at the core of a strong team is trust, adaptability and resilience.</p><p>You have a powerful impulse to improve existing designs, invent new experiences, and perform better than our competition</p><p><br> </p><p><strong>The Team</strong></p><p>This role supports Fidelity Wealth, a group that helps a wide array of customers with services like brokerage, financial planning, and wealth management. This role also supports Fidelity’s User Experience Design team, a group that delivers simple and accessible digital experiences to its customers.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

UX Design Manager --  Wealth Chapter Leader: Cash Solutions

<h3>Job Description:</h3><p><strong>Job Title</strong><em>IT Audit Manager</em> </p><p><strong>The Role</strong> </p><p>Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an IT Audit Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </p></li></ul><ul><li><p>Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </p></li></ul><ul><li><p>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus. </p></li></ul><ul><li><p>5-7 years of experience in performing and leading complex information technology audits, preferably financial services. </p></li></ul><ul><li><p>Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas. </p></li></ul><ul><li><p>Knowledge of authentication, authorization, and credential management. </p></li></ul><ul><li><p>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation. </p></li></ul><ul><li><p>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities. </p></li></ul><ul><li><p>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </p></li></ul><ul><li><p>Strong technical problem solving and data analytical skills. Scripting and automation experience would be a plus. </p></li></ul><ul><li><p>Commitment to innovative, collaborative, and digital working style. </p></li></ul><ul><li><p>Strong presentation, written, and interpersonal communication skills. </p></li></ul><ul><li><p>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </p></li></ul><ul><li><p>Curiosity and hunger to learn. </p></li></ul><p><strong>The Team</strong> </p><p>The IT Audit Manager will be responsible for performing complex technology and/or business-integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: </p><ul><li><p>Works with business and technology management to build an understanding of complex functions. </p></li></ul><ul><li><p>Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function. </p></li></ul><ul><li><p>Leverages audit automation tools in the evaluation of business operations and systems. </p></li></ul><ul><li><p>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </p></li></ul><ul><li><p>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </p></li></ul><ul><li><p>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </p></li></ul><ul><li><p>Coaches and mentors Analysts and Senior Analysts on the team. </p></li></ul><ul><li><p>Builds deep working relationships with audit teams and clients. </p></li></ul>The base salary range for this position is $76,000-$144,000 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>Audit

IT Audit Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As the Data Analysis and Insights Chapter, we support the Data Domain by blending expertise in business intelligence and analytics with a passion for delivering results. In an agile structure, we partner with squads and business partners to deliver specific product features and ensure respective products or services are designed to the optimal standard. We ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. We collaborate as squad members and work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. We are committed to developing our own expertise and knowledge to ensure we bring the latest thinking to our roles.</p><p>The Senior Manager, Data Analysis and Insights acts as a domain expert who proposes and delivers targeted research and analytics required to support business decision making. This role leads complex projects with a functional divisional impact, demonstrates strategic thinking, tactical planning, and has strong business intelligence technical skills. This role serves as a strong business communicator with senior leaders, sponsors, and peers, collaborating with them to create key findings for sophisticated business problems. The Senior Manager is an individual contributor and does not directly oversee staff.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s or equivalent Degree with 6+ years of experience working with business intelligence solutions</p></li><li><p>Passion for using data in creative ways that tell a story and drive an impactful result</p></li><li><p>Demonstrated experience in analytical thinking, influencing, and problem solving</p></li><li><p>Expertise with data workflow tools, solid understanding of data and database concepts, tools, and technologies with ability to optimize and drive scale</p></li><li><p>Solid understanding of the BI product life cycle and proven experience working with large data sets</p></li><li><p>Experience serving as a change agent and influencer helping end users adopt innovative approaches to business intelligence and data driven culture</p></li><li><p>Proven knowledge and applied professional experience with multiple BI (Business Intelligence) and analytical tools such as Alteryx, Tableau, and Power BI</p></li><li><p>Experience with writing and decoding SQL</p></li><li><p>Takes a consultative approach understanding needs of others and regularly communicating ideas or suggestions in terms that lead to actionable outcomes and building lasting partnerships with stakeholders</p></li><li><p>Using fact-finding, effective questioning techniques, and diagnostic tools to identify and analyze problems</p></li><li><p>Developing and implementing quick turnaround ad-hoc queries to research and understand factors that may be impacting business performance</p></li><li><p>Agile experience, preferred</p></li><li><p>Presentation experience to Executive and Senior Leadership, preferred</p></li><li><p>Financial services experience, preferred</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>We collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile culture.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Data Analytics and Insights

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 40-50 client relationships that may range $10 – 20M+ in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.</p><h3><strong>The Role</strong></h3><p>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~25% of travel.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>You have experience working with Financial Advisors.</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li> Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s “trusted advisor” in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Building and developing strong working relationships internally.</li></ul><h3><strong>The Team</strong></h3><p>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about driving organizational change? Do you enjoy consulting with your business partners on human behavior to develop solutions that support the associate in adopting the changes in the most effective way possible? Come join an exciting team of Organizational Change Management practioners that drive change management best practices across the Fidelity Technology landscape. The Enterprise Technology Change Management Center of Excellence focuses on our high priority Technology initiatives, planning, managing and executing against the programs change management workstream to deliver consistent human centered organizational change solutions in support of our associates.</p><p>As part of the Change Management Center of Excellence, (CM COE) within the new Strategic Program Management Office under Fidelity Technology Strategy and Planning, the Change Management Leader will plan, manage, develop, and execute organizational change strategies, including partner and sponsorship activities, communication plans, training solutions and measurement activities.</p><p>The CM COE is essential to the success of driving enterprise organizational change capabilities in alignment with Fidelity’s technology strategy and the overall focus and vision of the Strategic Program Management Office. This role will drive consistency in the enterprise change approach through a centralized change model by ensuring consistent practices and change strategies.</p><p>Fidelity’s technology strategy presents changes across people, process and technology, with much of the technology change centered around an overhaul to the firm’s foundational technologies that will enable our transformation to a digital company. In addition, several ongoing change events are impacting Fidelity’s technology community. As we move into the execution phase for these change events, we need to build energy across the associate community and clarity of how the work connects to the strategy to ensure successful execution while also driving adoption.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>5+ years organizational change management experience</p></li><li><p>Leading strategic end-to-end enterprise-wide organizational change initiatives</p></li><li><p>Solid experience addressing associate needs associated with large scale enterprise-wide Technology programs; implementations, enhancements, migrations, etc.,</p></li><li><p>Skilled program planning of change management workstream; including communications, learning, implementation, measurement, and adoption strategies</p></li><li><p>Developing end-to-end change management strategies and deliverables, driving results through matrixed teams, demonstrating the use of standard methodologies</p></li><li><p>Ability to work with all levels of the organization, especially with senior leaders, to champion and apply best practices</p></li><li><p>Outstanding leadership presence, ability to influence senior leadership across business units and enterprise landscape, communication, conceptual thinking, and problem-solving capabilities</p></li><li><p>PROSCI, CCMP or other industry change management certification preferred</p></li><li><p>Excellent consulting skills, written and verbal communication skills, and coaching skills</p></li><li><p>Proven track record of operating in a dynamic and fast paced environment</p></li><li><p>Self-motivated standout colleague who brings energy and passion to the team</p></li><li><p>Solid understanding of Agile methodologies and experience using agile tools (Jira, Confluence) a plus</p></li><li><p>Demonstrated PowerPoint / graphic design skills a plus</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>The Change Management COE supports the high-priority strategic programs across Enterprise Technology. Our goal is to bring alignment across Fidelity's technology community for change management delivery through a standard enterprise-wide set of processes. In addition to supporting the work, the CoE also sponsors a Change Management Community of Practice. We are currently evolving this model to more closely align to our large program practices. All COE members are expected to actively participate and drive the Community of Practice activities.</p><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><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>

Change Management Lead

<h3>Job Description:</h3><h3><strong>The Role </strong></h3><p>As a Scrum Master, you will play a crucial role in optimizing the delivery of high value products and services to our customers. You will work directly on scrum teams to implement and improve delivery practices, foster collaboration, and drive continuous improvement. </p><p>Key responsibilities include: </p><ul><li><p><strong>PROCESS &amp; FLOW </strong>– Advise on process to optimize flow and expedite delivery of value by the squad(s). </p></li><li><p><strong>SCALING &amp; DEPENDENCIES</strong> – Optimize delivery of complex initiatives by advising on scaling techniques and organizing teams around the workstream(s). </p></li><li><p><strong>RELEASE MANAGEMENT</strong> – Enable the team(s) to release with confidence and in support of a positive client experience. </p></li><li><p><strong>BUSINESS ACUMEN</strong> – Develop a clear understanding of the products/services owned by the team and ensure that work is aligned with business strategy. </p></li><li><p><strong>DATA</strong> – Ensures the team’s data is correct, complete, and complaint so it can be used to make data-driven decisions. </p></li><li><p><strong>TOOLS</strong> – Achieve proficiency in the use of the Fidelity tools and reporting ecosystem and encourage / teach others to be. </p></li><li><p><strong>TEAM DYNAMICS</strong> – Enables healthy team dynamics through trusted partnerships and conflict resolution. </p></li><li><p><strong>LEADERSHIP </strong>– Earn a seat at the leadership table by being a valued consultant for dealing with complex problems. <br> </p></li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><p>Bachelor’s degree or equivalent experience. </p></li><li><p>5+ years of experience in a dedicated Scrum Master role. </p></li><li><p>Advanced Scrum certifications (e.g. A-CSM, PSM-II). </p></li><li><p>Deep expertise in multiple agile methodologies and scaling frameworks. </p></li><li><p>Proven track record of successfully implementing agile at scale. </p></li><li><p>Strong leadership skills and ability to influence. </p></li><li><p>Advanced knowledge of agile software development practices. </p></li><li><p>Experience with organizational change management. </p></li><li><p>Expertise in agile metrics and data-driven decision-making. </p></li><li><p>Excellent problem-solving and conflict-resolution skills at both team and organizational levels. </p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><strong>The Team </strong></h3><p>This role will support two squads within the evolving Customer Relationship Management (CRM) product area within Fidelity Institutional Technology. These two squads focus on overall CRM platform strategy and how the Salesforce application can be best utilized to address internal stakeholder needs to secure new business opportunities and sustain existing client engagements. This role is based in Smithfield, RI, where the program’s squads primarily reside. Our Scrum Masters engage with all team members, including the Squad Leader, to reinforce an agile approach and principles into the daily work. By demonstrating and promoting Fidelity and agile leadership behaviors, we evolve and sustain an innovative agile culture. </p><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>

Scrum Master - Fidelity Institutional Technology

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>A Managed Platform Service Manager is responsible for the servicing of the Fidelity Managed Account Xchange (FMAX) to Fidelity Custody &amp; Clearing Services clients. The Service Manager is responsible for developing relationships with clients, responding to inquiries, executing tasks, engaging with third parties to resolve tasks and meeting the clients’ needs and business expectations. </p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Bachelor’s degree required</p></li><li><p>Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)</p></li><li><p>Client facing service experience required</p></li><li><p>Managed Account experience preferred</p></li><li><p>Series 7 &amp; 63 preferred</p></li><li><p>You are obsessed with delivering a superior client experience to our financial intermediary client base</p></li><li><p>You are self-driven to learn and understand how platform design impacts the customer experience</p></li><li><p>You can make decisions and act without the total picture</p></li><li><p>You can comfortably handle risk, uncertainty and change</p></li><li><p>You possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues</p></li><li><p>Excellent verbal and written communication skills</p></li></ul><p><strong>The Team</strong></p><p>The Managed Platform Service team will consist of Fidelity associates who consult regularly with RIA and Broker-Dealer firms to service their managed account business. The team utilizes internal systems as well as third party managed and financial planning platforms. The team is part of a larger group, that falls under the Client Experience division within Fund and Brokerage Operations &amp; Technology (FBOT). Associates within Client Experience are responsible for the majority of a client’s interactions with Fidelity and is therefore primarily responsible for the client 'experience' with the Fidelity brand. As a Managed Platform Service Manager, you rely on and are relied upon by multiple teams within and outside CE to ensure the managed platform is fully integrated within the clearing and custody offering which includes internal systems, policies and procedures. </p><h3>Certifications:</h3><h3>Category:</h3>Client 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>

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