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<h4>Description</h4> Senior Business Analyst As part of an Agile squad, the Analyst will be examining business systems and processes to identify user needs, document requirements, and address operational issues. They will collaborate with a Squad Leader to build, prioritize and maintain product backlog in order to focus the team on delivering business solutions with the highest impact to desired outcomes. Where appropriate they will translate business requirements to technical resources in support of helping develop business solutions that reduce risk, improve business efficiency, and minimize impact. The successful candidate will be capable of performing in a fast paced, deadline driven environment.<h4>The Expertise You Have</h4>Expertise in various business analysis methodologies, including data analysis, uses case development, story writing, and user acceptance testing and product documentation.Proven ability to translate business vision into defined and prioritized narratives for the team backlog<h4>Bachelor’s degree preferred</h4>Proficient in MS Word, Excel and PowerPointExperience with Jira or similar Agile backlog management tool preferred<h4>The Skills You Bring</h4>Exceptional analytical skills with the ability to understand complex customer needs and translate them in stories with actionable acceptance criteriaCustomer obsessed and have demonstrated dedication to delivering frequent, high business value featuresDisplay strong interpersonal skills, including the ability to work expertly across the organization and interact/influence/negotiate effectively at all levels of management and peers including a vendorComfortable with ambiguity and with making autonomous decisions while working within a fast-paced team environmentAbility to break down complex problems into smaller and more manageable tasks or units of work<h4>The Value You Deliver</h4>Partnering daily with the system engineers to provide business context for key deliverables and to advance overall product developmentWorking within a team environment, execute high quality and timely content management system (CMS) data updates in support of product development effortsCollaborating with strategic partners to problem-solve and to prioritize critical customer-facing product enhancementsCoordinating eReview process with LRC to secure approval of customer-facing contentParticipating in agile ceremonies such as daily standups, sprint planning meetings, demos and retrospectives. Help maintain backlog of stories for the squad.Inspect the progress at the end of sprints with the authority to accept or reject work done.Mitigate impediments that may impact successful team completion of release/sprint goals.<h4>Company Overview</h4>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.comFidelity Investments is an equal opportunity employer.

Fidelity TalentSource

Business Analyst

<h4>Description</h4><h4>Cybersecurity Consultant (Internal Audit Facilitator)</h4>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Sr. Cybersecurity Consultant (Regulatory &amp; Audit) to work in Fidelity’s Enterprise Cybersecurity division in Smithfield, RI!<h4>The Team</h4>The Enterprise Cybersecurity (ECS) Regulatory &amp; Audit team helps ECS and corporate partners manage firm-wide cybersecurity risk by providing key support services. As part of Cyber Regulatory &amp; Audit, the ECS Internal Audit Engagement (IAE) team supports 25-30 internal audits annually. IAE seeks to reduce cyber risk through improved engagement and partnership with ECS Product Areas and Audit to ensure alignment, transparency, and efficiency throughout pre-audit, active audit, and post-audit efforts.<h4>The Role</h4>The ECS Internal Audit Engagement (IAE) team is seeking a hard-working and expert cybersecurity risk professional to support and partner with ECS Product Areas and Fidelity Corporate Audit. The role requires steadfast collaboration throughout the three phases of audit engagement: pre-audit (roadmap alignment, pre-audit control risk gap assessments, trend/theme analysis), active audit (risk quantification, drafting action plans, facilitating risk acceptances), and post-audit (action plan closure, reporting and metrics).<h4>The Expertise and Skills You Bring</h4><ul><li>Proven Risk Management and Mitigation experience </li><li>Strong Risk, Process, Cyber Threat Analysis, and Control Gap Assessment skill </li><li>Broad knowledge of cybersecurity threats and tactics </li><li>Understanding of NIST Cybersecurity Framework standards and practices, COBIT 5 </li><li>Knowledge of Operations &amp; Technology (identity &amp; access management; physical/personnel security; security ops assessments), Information Risk Management (vendor risk management; cloud computer security; data management), Software Development Process and application security. </li><li>Understanding of FAIR (Factor Analysis of Information Risk) cyber risk framework </li><li>Familiarity with Archer GRC, Jira, and ServiceNow </li></ul><h4>General Business Skills</h4><ul><li>Experience working as corporate/internal auditor or working with corporate audit function </li><li>Analyst mentality to deep dive into audit findings to understand and communicate risks and appropriate responses </li><li>Highly motivated, self-directed, independent problem solver with attention to detail. </li></ul><h4>Responsibilities</h4><ul><li>Partner with internal teams to identify ECS control gaps </li><li>Partner with Audit and ECS teams to confirm reported audit issues and perform FAIR quantitative risk assessments </li><li>Drafting responses (Action Plans) to address valid audit observations </li><li>Manage ECS Product Areas progress toward timely completion of action plans </li><li>Find opportunities to improve team processes to better support ECS Product Areas </li><li>Manage ECS Risk Acceptances </li><li>Maintain and make use of metrics that support various reports and critical meetings </li><li>Partner w/ ECS Product Areas to gain in-depth understanding of roadmaps, backlogs, etc. </li></ul><h4>Education and Experience</h4><ul><li>Bachelor’s degree (or equivalent experience) in technology, computer science, or engineering strongly preferred </li><li>5+ years’ experience in cybersecurity risk management, technology operations, system analysis, and/or project management </li><li>Certification a plus: CISSP (Information Systems Security Professional), CEH (Certified Ethical Hacker), CISA (Certified Information Systems Auditor) </li></ul><h4>Dynamic Working</h4>At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

Cybersecurity Consultant (Internal Audit Facilitator)

<h3>Job Description:</h3>The Role: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.In This Role, You Will:<ul><li>Facilitate the requirements, design, testing, and delivery of projects and system enhancements while representing partner interests.</li><li>Ensure the accurate collection, control, processing, and maintenance of confidential candidate and employee record data.</li><li>Have the opportunity to work across various Fidelity teams and on future GSI technology initiatives.</li><li>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.</li><li>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.</li><li>Collaborate with business and technology partners to tackle issues, design and deliver process improvements; and provide ongoing support in a fast-paced agile environment.</li><li>Craft detailed use cases and stories that will ensure accurate and timely execution of the vision articulated by the Product Lead.</li><li>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.</li><li>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.</li><li>You will demonstrate highly honed skills in ServiceNow configuration and proficient skills in simple ServiceNow development, data analytics, process optimization and project management.</li></ul>The Expertise, Experience and Skills We Are Looking For:<ul><li>Experience with workflow configuration in ServiceNow</li><li>Experience with requirements definition, documentation, and refinement</li><li>Experience with end-to-end test planning and execution</li><li>Experience in a fast paced, agile environment</li><li>Experience in analyzing, mapping and improving process flows</li><li>Experience in basic project management</li><li>Experience in data collection, organization and analysis</li><li>Experience with JIRA and Agile tools and processes</li><li>Experience in using ServiceNow to implement portals and collaborative solutions</li><li>Experience creating properties, business rules, and client scripts in ServiceNow, to include code migration between instances</li><li>A track record that demonstrates successful implementation of ServiceNow in an enterprise environment</li><li>Ability to analyze business requirements / problems and leverage ServiceNow capabilities to address those problems</li><li>Strong analytical and critical thinking skills, with high attention to detail</li><li>You are analytical, a critical thinker and technically savvy</li><li>Your social / communication skills are a key strength</li><li>You are highly organized and the ability to prioritize work while under tight deadlines</li><li>You understand the importance of being meticulous complemented by a high degree of accuracy</li><li>You demonstrate good business judgment and have a keen ability to build and influence relationships</li><li>You are an initiative-taking collaborator who works independently while thriving in small team environments</li><li>Your diligence consistently generates high quality output and is a priority in your daily work</li><li>Bachelor’s degree or equivalent work experience</li><li>A minimum of 3-5years Business / Systems Analyst experience</li><li>4+ years of experience using ServiceNow's features to customize, develop, and configure solutions that achieve business unit needs</li></ul>The Purpose of Your Role and Value Delivered:This role will be highly relied upon to:<ul><li>Upskill / train other Analysts in ServiceNow Configuration related capabilities and work</li><li>Lead and deliver end to end implementation of ServiceNow enhancements and defects</li><li>Research and advise on existing and upcoming capabilities of ServiceNow</li><li>Research and implement solutions to incidents and requests</li><li>Update standards and procedures documentation as required</li><li>Create automated test scripts for use in future upgrade releases</li><li>Proactively provide valuable insight by partnering with our business partners to find opportunities for continuous improvement.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity’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.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Senior Manager, Configuration Analyst

<h3>Job Description:</h3>The Role“Note: Fidelity will not provide immigration sponsorship for this position.” As a Health &amp; Welfare Core Record Keeping Squad Leader, you blend benefits administration knowledge, leadership, and product development experience with a passion for creating customer value and delivering results. As the product owner you are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features and ensure respective products or services are available, stable, performant and supported when required. You will ensure alignment on the “what” and “when” work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.<ul><li>Providing leadership for one or a small set of squads in alignment with the overall product area strategy</li><li>Defining, refining, and communicating the squads' mission and roadmap to motivate and build team and partner support and alignment</li><li>Making decisions that can impact business results with guidance from leaders. Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team</li><li>Measuring performance against established objectives and KPI’s that deliver on agreed upon business, technology, and people results</li><li>Defining, evaluating, and communicating results against acceptance criteria. Engages with stakeholders regularly to monitor and share progress.</li><li>Inspecting and evaluating progress, and removing impediments</li><li>Collaborating and coordinating with Chapter Leaders and Scrum Masters to build squad capacity and capability and enabling squad member growth, development and learning</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li><li>Maintaining an understanding of client and market needs, preferences, and priorities</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; Master’s degree preferred</li><li>Scrum Product Owner Certification (CSPO) and/or Certified Employee Benefit Specialist (CEBS) or similar designations are a plus</li><li>7+ years in agile, product management, technology and/or business</li><li>At least 5 years’ experience in the Health &amp; Welfare or similar benefits outsourced administration services business; </li><li>Experience designing, developing and maintaining dynamic products and solutions</li><li>Financial services and/or benefits administration experience, including familiarity with the regulatory environment, preferred</li><li>Agile experience</li><li>Jira and Jira Align experience preferred</li><li>You take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered</li><li>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these</li><li>You have a strong focus on execution and identify, communicate and remove impediments to progress</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You continuously improve and encourage an agile way of working</li><li>You establish and maintain unquestioning relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</li><li>You are intellectually curious and model a culture of continuous learning, mentoring and coaching</li><li>You have or are committed to developing a balance of technology and non-technology skills in order to fully appreciate the broad needs of our customers</li><li>You possess strong business/technical knowledge related to core record keeping services related to eligibility, rate, and coverage calculations, retiree medical benefits, event and related data processing, as well as a working knowledge of regulatory items affecting Health &amp; Welfare administration. </li></ul>The Team You work in partnership with the Health &amp; Welfare administration offering and platform Product Area Leader, other Squad Leaders, Scrum Master, and Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture. You will work within a large and evolving product offering, development, and support program, including numerous interdependent Agile squads.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.

Health & Welfare Recordkeeping Squad Leader-  - Retiree Medical

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.What to expect…As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you<ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul>Advantages of Fidelity’s LAP journey…You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!You get exposure. Understand what our culture is like and the impact we have in our communities and regions.You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’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.

Fidelity’s Licensing Accelerator Program (SIE®) - Smithfield, RI

<h3>Job Description:</h3>The RoleAs Digital Solutions analysts, we partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences.As a Principal Analyst, you will:<ul><li>Collaborate with and build relationships across multi-functional teams, including analytics, artificial intelligence, technology, product, and marketing teams, to ensure successful delivery of new initiatives and continuous measurement of outcomes.</li><li>Support delivering initiatives, including AI/ML models, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.</li><li>Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.</li><li>Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.</li><li>Stay updated with industry trends in customer experience and personalization.</li></ul>Expertise and Skills<ul><li>Bachelor’s degree or equivalent in computer science, data science, mathematics, or a similar field.</li><li>Experience working with related teams, preferably within the financial services industry.</li><li>Excellent problem-solving skills and attention to detail.</li><li>Ability to communicate and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.</li><li>Exposure to artificial intelligence / machine learning techniques is a plus.</li></ul>The TeamAs Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.Note: Fidelity will not provide immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsFidelity’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.

Principal Business Analyst, Digital Solutions (Personalization)

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’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.

Customer Relationship Advocate Career Development Experience- Smithfield, RI

<h3>Job Description:</h3>Business Consultant &amp; Transformation Senior Manager In this role you will be an individual contributor supporting cross-functional operating model transformation by analyzing and driving improvements across people, process, technology, and governance. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions.The Expertise You HaveSuccessful candidates will be able to demonstrate a proven track record of:<ul><li>Business problem validation</li><li>Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows</li><li>Designing, redesigning, and improving business processes using six sigma, lean, agile, and quality management methodologies</li><li>Leading projects and delivering solutions autonomously</li></ul>The Skills You Bring<ul><li>5+ years’ experience delivering quantifiable value via operations transformation in large organizations</li><li>Passion for improving all aspects of our business</li><li>Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality</li><li>Ability to synthesize requirements for user experiences, business capabilities, and technology enablers</li><li>Curiosity to explore root causes of ambiguous business situations through supportive interviews, analytic research, and investigation</li><li>Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form</li><li>Skilled facilitation of large working sessions of cross-functional team members</li><li>Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders</li><li>Adaptability to evolving and sometimes ambiguous business challenges</li><li>Effective at navigating complexity and creating focus on what truly matters</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees.Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and solutions within Fidelity’s Workplace Investing’s (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team’s bench strength, standard practices, and career development. And they have fun doing it!<h3>Certifications:</h3><h3>Category:</h3>Consulting SupportFidelity’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.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.

Business Transformation and Process Improvement Senior Manager

<h3>Job Description:</h3>Is it time to make new investments into your career?Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.What to expect…As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.The Skills You Bring<ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Value You Deliver<ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul>Our Investments in YouOur benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’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.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.

Workplace Planning Associate -Smithfield, RI

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Customer Support Representatives, also known as Financial Customer Associates (FCA) in our Smithfield site.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. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<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>The Skills You Bring<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>The Value You Deliver<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>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur 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>Shifts and Hours: 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<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’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.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.

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