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<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>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.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<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.

Fidelity Investments

Financial Services Representative - Irving, TX

Financial Services Representative - Plano, TX

<h3>Job Description:</h3>The RoleThe Brokerage Business Expertise &amp; Solution Team (BE&amp;ST) helps support the creation of business capability platforms facilitating the creation of foundational APIs through detailed requirements gathering and product validation. The BE&amp;ST analyst plays a crucial role in Fidelity's product development process, tasked with maximizing product value and ensuring successful delivery. While product leaders focus on strategic direction and market fit, the analyst informs the solution design and translates their vision into actionable tasks for the development team, ensuring business expertise in the development process and overseeing both execution and delivery of the final product.Throughout all the phases of Fidelity's product development process, the BE&amp;ST analyst acts as a liaison between the design and development teams and stakeholders, ensuring that the team remains focused on delivering value to the customer and the business. The analyst ability to communicate effectively is crucial to the success of the product development process.You will be embedded on a squad where you will provide analysis of our business processes and expertise to support the creation of digital experiences through the software development lifecycle that support our Brokerage clients and associates. You will play a leading role in all phases of digital product management, including:<ul><li>Discovering the right opportunities using data</li><li>Defining the requirements</li><li>Designing innovative solutions</li><li>Supporting client and field readiness</li><li>Measuring the business outcome</li></ul>The Expertise and Skills You Bring<ul><li>3+ years of business analysis experience delivering customer or associate focused digital solutions of high value</li><li>Client-obsessed with a passion to solve challenges through a data driven approach</li><li>Can communicate effectively with engineering teams, translating business requirements and client needs into technical requirements.</li><li>Experience working on a digital product delivery team.</li><li>An affinity for technology and knowledge of systems integration technologies and standards.</li><li>You employ strong story telling skills, conveying the vision and impact of digital solutions using data and visualization</li><li>Expertise in areas of phone, branch and back-office operations and awareness of impacts of paper, non-value-add calls and manual work to the cost of servicing clients.</li><li>Experience in root cause identification, process, journey and value stream mapping.</li><li>Ability to lead multiple analysis projects effectively.</li></ul>The TeamBE&amp;ST members are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share a set of core product management and analytical skills, as well as a set of differentiated skills which extend their ability to meet the needs of the squad to which they are aligned.You will be aligned with Brokerage Product Delivery, whose mission is to provide the easiest, simplest, and fastest digital experience to our clients and associates. We do this by focusing on the service experiences that accelerate speed to resolution and leverage technological advances in the following areas:<ul><li>Domain-Driven Design</li><li>Process Re-engineering</li><li>Technical Writing and Documentation</li></ul><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.

Senior Business Analyst

Job Description:ABOUT THE CHICAGO SCHOOLThe Chicago School educates the next generation of change-makers in innovative theory and culturally competent practice to strengthen the integrated health of individuals, organizations, and communities. We enroll over 6,000 students across 40+ academic programs culminating in a bachelor's, master's, or doctoral degree or a professional certificate, and our unique approach to impact-focused education has made us a leading nonprofit university for more than 40 years.As an employee at The Chicago School, you can become a member of a university community committed to true inclusion and equity. At The Chicago School, we celebrate individuals of all backgrounds and identities for who they are and what they can contribute. We take pride in hiring and retaining the most dynamic, talented, and passionate professionals who will help us continue to innovate for decades to come.POSITION SUMMARYThe Chicago School is seeking a Full Time Campus Operations Coordinator to assist with evening and weekend coverage. The Campus Operations Coordinator plays an essential role in supporting day-to-day operations and events on the Plano, TX campus. Reporting to the Campus Operations Manager, the Coordinator performs and coordinates tasks and activities to facilitate the optimal functioning of facilities, systems, and processes for faculty, staff, and students. PRINCIPAL DUTIESOperational Support<ul><li>Provide general administrative assistance to campus operations leadership.</li><li>Support the management of the campus operations inbox and respond to student, faculty, and staff requests related to campus operations.</li><li>Assist with daily opening and closing procedures for the campus.</li><li>Assist with scheduling and information management related to facilities usage and events.</li><li>Support the mailroom operations and delivery/acceptance of packages and mail.</li><li>Support the reception desk as needed.</li><li>Create and update ID cards for faculty, staff, and students.</li><li>Assist campus visitors and vendors.</li><li>Ensure exceptional customer service when interacting with campus community members.</li></ul>Facilities Management<ul><li>Support office moves, furniture reconfigurations, and classroom setups.</li><li>Provide support for on-campus events, including room reservations, setup, and takedown.</li><li>Maintain supply rooms and inventory levels of office supplies, kitchen items, and other essential campus materials.</li><li>Perform minor maintenance tasks and routine inspections to identify facility repair needs.</li></ul>Emergency Preparedness<ul><li>Be trained on emergency operations policies and procedures and be able to execute response plans on behalf of campus operations leadership if needed.</li></ul>BASIC QUALIFICATIONS<ul><li>High school diploma or GED.</li><li>1+ years of administrative experience in an office environment.</li><li>Proficiency with Microsoft Office suite and database management software.</li><li>Valid U.S. Driver’s License.</li><li>Availability to work evening and weekend hours.</li><li>Ability to lift, push, and pull approximately 50 pounds.</li></ul>PREFERRED QUALIFICATIONS<ul><li>Associate's or Bachelor's degree.</li><li>Experience in facility coordination or event planning.</li><li>Strong organizational and time management abilities.</li><li>Excellent written and verbal communication skills.</li><li>Ability to multi-task and manage competing priorities.</li></ul>COMPENSATION AND BENEFITSThis opportunity is budgeted at $17.95 - $25.64 per hour base compensation. Additional factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, and tuition reimbursement, click the link below.DISCLAIMERThe above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.Compensation &amp; BenefitsThis opportunity is budgeted at $16.00 - $25.64 base compensation. Additional compensation factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below.<a href="https://www.thechicagoschool.edu/career-opportunities/" target="_blank">https://www.thechicagoschool.edu/career-opportunities/</a>The Chicago School is an Equal Opportunity Employer.Please note: For the protection of faculty, staff, students, and all who enter our facilities, The Chicago School strongly recommends that all employees are fully vaccinated for COVID-19 per CDC guidance.

The Chicago School of Professional Psychology

Full Time Campus Operations Coordinator-Plano, TX

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account OpeningSpecialist towork in Westlake, TX. The mission of the Investment Operations team is helping people, help people. We are seeking a detail-oriented and customer-focused professional to join our team as an Account Opening Specialist. This role is critical to delivering a seamless and efficient onboarding experience for new clients. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are essential as you will be responsible for processing account opening requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a great opportunity for someone who is passionate about delivering exceptional client service and contributing to a high-performing team. Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, capture relevant information, and identify a solution when necessary. It’s more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously giving to non- profit organizations to meet their philanthropic goals. You get to be a part of that! <ul> <li>Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements </li><li>Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements </li><li>Communicate effectively with clients and internal teams to resolve account opening discrepancies or delays </li><li>Maintain high-quality data entry and account setup within core systems </li><li>Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met </li><li>Share observations of potential process improvements to the account opening process and client experience with your manager </li><li>Collaborating with internal Charitable business partners to fulfill special handling requests </li><li>Escalate risk-related concerns and documentation issues promptly </li><li>Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships </li><li>Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals </li></ul> The Expertise and Skills We are Looking For: <ul> <li>Bachelor’s degree </li><li>2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management). </li><li>Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy </li><li>Strong ability to identify errors and inconsistencies in documentation and data inputs </li><li>Excellent verbal and written communication skills to effectively interface with internal partners and clients </li><li>Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills </li><li>Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed </li><li>Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards </li><li>Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment </li><li>Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions </li><li>Flexible with overtime as requested (especially December – Giving Season) </li></ul> The Team Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Fidelity TalentSource

Account Opening Specialist

<h3>Job Description:</h3>The RoleWe are seeking a results-driven Senior Manager of Operations Excellence to join our team of internal consultants and process engineers who will drive strategy and reengineering initiatives within the Fidelity Fund and Investment Operations (FFIO) operating environment.In this role, you will join a team of change leaders focused on analyzing, designing, implementing process improvements, and improving the associate experience across various business functions. You will collaborate with business partners to design and implement enhanced business capabilities, creating a more scalable and flexible operating environment while achieving consistent quality. Your goal will be to enhance operational efficiency, reduce waste, and improve service delivery through data-driven strategies and continuous improvement methodologies. We are looking for a self-motivated individual with excellent analytic and communication skills who can work across business operations and technology teams.The Value You Deliver<ul><li>Efficient communication in team environment.</li><li>Understand business vision and strategy.</li><li>Facilitate team working sessions and influence key operational managers and directors.</li><li>Deliver measurable impact through definition and refinement of key objectives and key performance indicators that demonstrate outcomes.</li><li>Continuously learn and develop your skills in strategic analysis, design, and operational excellence.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree</li><li>5+ yrs of experience in process engineering, process improvement, or a related field.</li><li>Experience with operational strategy, strategic analysis and execution, design thinking, and large-scale process re-engineering preferred.</li><li>Demonstrated experience collaborating with cross-functional teams.</li><li>Expertise in process improvement, design thinking, and strategic thinking.</li><li>Proficiency in process mapping tools (e.g., Visio).</li><li>Strong team player who can also work independently.</li><li>Excellent written and verbal communication skills.</li><li>Excellent organizational and analytical skills.</li><li>Ability to handle ambiguity and adapt to changing business priorities.</li><li>Ability to manage concurrent projects in a fast-paced environment.</li><li>Comfortable challenging the status quo and proposing new ideas.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Operations Strategy &amp; Performance Delivery team (OSPD) plays a critical role in strategy development and performance delivery for all FFIO. The team drives operational improvement and interacts with the business domains and shared services functions within FFIO. We are an objective partner that delivers operational effectiveness and innovative automation solutions to drive measurable value and accelerated results across Fidelity business units and for our customers. As a team-centric organization, we provide ample opportunities for collaboration with other OSPD team members, as well as key business partners, both upstream and downstream.<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.

Senior Manager, Operations Excellence

<h3>Job Description:</h3><h3>The Role</h3>Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions?We are seeking someone who enjoys working with internal and external teams to deliver outstanding Debit Card products and services! The Sr. Analyst/Consultant will focus in the Personal Cards Product Area within the Debit Card Squad, part of the Business Enablement Chapter. Responsibilities of the job will include the following:<ul><li>Work on key initiatives related to insourcing Debit Card processing, modernize the end-to-end experience including paper/letter elimination, and innovate new mobile experiences related to the debit card offering.</li><li>Participate in and/or lead defining requirements, understand business &amp; technology needs, and write Agile stories to help advance the infrastructure and assist with system &amp; process improvements.</li><li>Implement, measure and apply metrics &amp; data to aid in identifying enhancement and improvement opportunities,</li><li>Participate in the prioritization of the squad work (in partnership with Squad Leader and Scrum Master) to deliver value based on an understanding of business and system needs,</li><li>Help to conduct key research and analysis to prioritize squad work including competitor analysis and with a strategic approach to demonstrate continued innovation,</li><li>Participate in and leading readiness and rollout activities related to production releases.</li><li>Perform business testing focused on new functionality, operational processes, and end user experience.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree required with 4-8 years of work experience focused in financial services, debit cards, cash management and/or credit cards.</li><li>Strategy and execution skills to run impactful programs aligned to strategic plans &amp; objectives.</li><li>Strong presentation and persuasion skills to achieve consensus with multiple audiences.</li><li>Listening skills to integrate differing perspectives and achieve better outcomes.</li><li>Strong analytical and interpersonal skills</li><li>Think and work across Fidelity with a client- obsessed approach</li><li>Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendors that issue and provide front line customer service</li><li>Possess an agile mentality; also, familiarity with Agile process &amp; tools including possessing good story-writing skills is preferred.</li><li>Experience in, customer facing digital experience platform transformation is preferred.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.<h3>Certifications:</h3><h3>Category:</h3>Business Analysis, 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Sr. Analyst or Consultant, Debit Card Business Enablement

<h3>Job Description:</h3><h3>The Role</h3>Customer expectations are constantly evolving, and the Healthcare team at Fidelity is constantly evolving in response. We are seeking a Consultant, Business Analysis to design capabilities across our Healthcare team. As a Business Analysis Consultant, you play a meaningful role on an Agile software development team that obsesses over customer journeys and the technologies that bring them to life!You are a strategic and critical thinker who will play a vital role in developing new healthcare features on an innovative healthcare platform.You blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve sophisticated business problems, and executing to deliver and implement solutions to delight customers.You are energized by the prospect of joining a dynamic, innovative team in a fast-paced environment!<h3>The Team</h3>We work within multi-functional Scrum Agile teams (squads) of technology and business colleagues across the Healthcare, Brokerage, and Workplace Investing Domains to develop and implement product and service features from inception to delivery. Your squad will focus on developing new solutions to recordkeeping challenges and the migration of capabilities from legacy to new platforms while solving for some of our largest customer pain points.Here are a few ways you'll impact the team:<ul><li>Work closely with the Product Owner (Squad Leader) and development team to build, prioritize, and maintain the product backlog</li><li>Collaborate with design, business, and technical team members to define requirements and identify dependencies and risks</li><li>Perform acceptance testing to ensure the team delivers a seamless plan sponsor experience that meets business requirements</li><li>Support business readiness, deployment, and solution enablement, e.g., demos, training, procedures, and communication</li><li>Perform production validation including defining use cases, test cases, and test account data setup</li><li>Apply analytics for continual optimization of the product and business plan</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor's Degree required</li><li>7+ years of demonstrated ability in an analyst, technology, or product role, passionate about digital solutions</li><li>Experience in a systems analysis (or similar role) is a plus</li><li>Proven experience working in Agile product execution and delivery involving business, design, and technology teams</li><li>Experience in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Experience and knowledge of healthcare, HSA and /or benefits administration</li><li>Dedication to customer needs and frequently delivering high-business-value features</li><li>Experience using data to find opportunities and drive decision-making; may have conducted user research or competitive analysis</li><li>Excellent listening, communication (verbal and written), influencing, and presentation skills</li><li>Self-motivated, problem solver with flexibility to adapt to frequent changes</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; experienced with Jira or similar Agile backlog management and testing tool; experience with content management systems, querying back-end databases (SQL) and/or interpreting logs is a plus</li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification preferredNote: Fidelity will not provide immigration sponsorship for this position.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<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.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.

Consultant Business Analysis - Health Savings Account Recordkeeping

<h3>Job Description:</h3>The RoleBring your passion for crafting outstanding customer experiences, using data to drive decisions, and collaborating across Fidelity Wealth, Brokerage, and Workplace Investing to the Lifetime Engagement Capabilities Squad. As a member of the Business Enablement chapter embedded in this squad, the Business Analyst will collaborate across Retail and Workplace businesses to help test, define, and deliver engaging experiences. Join a dedicated, high-energy team who is defining the future of how Fidelity becomes our customers’ primary financial partner!The Expertise and Skills You Bring <ul><li>Bachelor’s degree with 8+ years of digital product development experience, ideally in financial services. </li><li>Strong command of business analysis methodologies, including data analysis, use case development, story writing, business acceptance testing and product documentation. </li><li>Ability to actively participate in technical discussions with developers, help make technical trade-off decisions and set criteria for minimum viable product (MVP).</li></ul><ul><li>Conducting business acceptance testing to ensure that the solutions meet the defined requirements. Collaborate with developers to address any issues before deployment. </li><li>Experience releasing new products to market, including scaled delivery techniques, A/B testing and preparing builds for post launch measurement and analysis. </li><li>Analyzing customer data and feedback to gauge the effectiveness of delivered solutions and identify areas for improvement as part of continuous feedback loop. Familiarity with snowflake and/or Adobe Analytics a plus. </li><li>Communicating with impact and clarity, both in your written, graphical, and verbal delivery. Deep experience in writing user stories to guide the technical development of products. </li><li>Building positive relationships with partners across multiple disciplines, such as UXD, Marketing, LRC, CKSI, technology, QA and distribution to deliver new products to market. </li><li>Practicing Agile in squad-based setting including experience with Agile routines, such as daily scrum, retros, and backlog management tools, such as Jira. </li><li>Managing product development and delivery roadmaps, forecasting the timing and quality/MVP level for upcoming deliverables. </li><li>Applying your proficiency with Microsoft Word, Excel and PowerPoint, Miro, Tridion Content Management and eReview to advance the squad’s work. </li><li>Understanding of Fidelity’s retail and/or workplace products, solutions, and organization; deeper subject matter expertise across business units a plus</li></ul>The TeamThe Lifetime Engagement Capabilities Squad partners with key stakeholders across Fidelity to define the strategy, tactics and technology required to deliver best-in-class customer experiences. The squad is passionate about becoming our customers’ primary financial partner by delivering integrated experiences, content and solutions that are personalized and relevant in the context of their financial lives. You’ll work across both digital and live distribution channels and workplace and retail businesses to deliver on this focus. Additionally, as a member of the Business Enablement chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.Company OverviewAt Fidelity, we are passionate about 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.<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.

Consultant, Lifetime Engagement Capabilities

<h3>Job Description:</h3>Senior Manager, Compliance Advisor – Testing &amp; Reporting ServicesThe Role<ul><li>Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences.</li><li>Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results</li><li>Leading the testing service team to find solutions when complex issues or errors arise.</li><li>Assist in setting proper expectations for new clients (sales) and plan sponsor contacts</li><li>Building the confidence of clients in Fidelity’s services by offering solutions to test failures</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree Required</li><li>5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing services.</li><li>4+ years of Defined Contribution nondiscrimination testing experience required</li><li>ASPPA credentials - QKA, QPA preferred</li><li>In-depth nondiscrimination testing experience</li><li>Can review test results and efficiently gain understanding of a plan’s design</li><li>Understanding of the Employee Plans Compliance Resolution System (EPCRS), and how to apply EPCRS rules to plan corrections</li><li>Can discuss and explain complex regulatory topics with any audience, tailoring your delivery to the audience</li><li>Collaborate with Plan Sponsors and internal business partners to build consensus</li><li>Multitask client work, internal project work, and other responsibilities</li><li>Strong organization skills and keep detailed records of your work</li><li>Can manage at-risk client relationships</li><li>Research topics independently and deliver solutions to complex regulatory issues</li><li>Communicate effectively, work well in a team environment, and possess good presentation skills.</li><li>Possess great problem-solving skills including the ability to manage escalated issues.</li><li>Have the ability to negotiate and influence.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Compliance Advisor role resides in Testing and Reporting Services (TRS) within Workplace Investing (WI). TRS provides and completes Employer Calculations and Additional Testing (ECAT), Plan Year End Summary Reporting, Minimum Coverage and Nondiscrimination Testing, Form 5500 completion and Audit Support for the plan’s year-end audit. The Compliance Advisor will provide regulatory support and guidance for TRS ECAT Associates and their associated Plan Sponsors. In this role, you will assist ECAT Associates with allocation and 3-year cycle testing general daily support, regulatory questions, and preparation for conversations with Plan Sponsors, legal counsel, and internal business partners surrounding regulatory requirements, results delivery and Compliance Consultant support. A small amount of production may be required.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’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.

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