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The Role As a member of the Transfer of Assets Receives Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions. Within this role, you will interact with many different groups in Fidelity and throughout the Financial Services industry. These accounts may include mutual fund and brokerage accounts, as well as retirement and non-retirement accounts for Retail, Correspondent, and Advisor Clients. Responsibilities include: <ul> <li>Delivering highly efficient transaction processing </li><li>Establishing relationships with numerous teams within Fidelity in order to service our clients while supporting divisional business needs and maintaining a “client first” mentality </li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills </li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges </li><li>Maintaining a daily workflow, while gaining industry knowledge and building a professional skill set </li></ul> The Expertise and Skills You Bring <ul> <li>College degree or 2 years of work-related experience </li><li>One or more years customer service and processing experience recommended </li><li>Excellent interpersonal and leadership skills. </li><li>Deliver superior service to all of our clients by processing their requests in an accurate and timely manner </li><li>Analytical skills will ensure satisfactory problem resolution for our clients and deliver solutions to complex challenges. </li><li>Grow and succeed through feedback and instruction </li><li>Great organization and time management skills </li><li>Effective written and verbal communication will assist business partners and customers when requests are not in good order </li><li>Take the initiative to learn new functions and engage in inter-departmental training </li><li>Identify opportunities to develop new procedures on an on-going basis to enhance the documentation process </li><li>Use multiple systems to analyze transactions </li><li>Collaborate to develop an excellent work environment </li></ul> The Team Members of this group obtain an essential understanding of the financial services industry. These associates work in Fidelity’s Operations and Services Group (OSG), supporting our major lines of business including Personal Investing, Fidelity Institutional, and National Financial Services. You will work closely with contra firms, including bank and insurance companies and brokerage firms, to determine the statuses of incoming transfers. The team is the voice of the customer and is dedicated to facilitating and completing the transfers with the highest level of quality and excellence.

Fidelity TalentSource

Brokerage Operations Representative

<h3>Job Description:</h3>The RoleDirector, Asset Management Risk – Resiliency &amp; Operational Risk StrategyA strategic leadership role shaping the resiliency, governance, and risk posture of Fidelity’s global Asset Management organization.We are seeking a Director of Asset Management Risk to lead a critical and highly visible function responsible for advancing the resiliency, continuity, and operational risk capabilities across Fidelity’s Asset Management (AM) business. This is a unique opportunity for a seasoned risk leader to influence enterprise‑wide strategy, elevate risk maturity, and guide the organization through a complex and rapidly evolving risk landscape.In this role, you will bring thought leadership, strategic insight, and strong collaboration skills to help the organization anticipate risks, strengthen controls, and enhance preparedness for business and technology disruptions. You’ll work across trading, technology, operations, investment teams, and enterprise partners—positioning this role at the center of AM’s operational and strategic ecosystem.The OpportunityAs Director, you will:<ul><li>Set direction for AM’s resiliency and continuity strategy, ensuring alignment with enterprise standards while tailoring approaches to the unique needs of our global investment business.</li><li>Provide senior‑level risk advisory support on assessments, governance, issue escalation, program enhancements, and emerging threat analysis.</li><li>Lead a disciplined approach to continuity planning, crisis readiness, and recovery strategy, ensuring AM is positioned to operate effectively during and after disruptive events.</li><li>Oversee testing and validation of AM’s technology and vendor resiliency programs, partnering closely with Fidelity’s enterprise technology teams.</li><li>Direct the review and governance of information barriers and control frameworks across business units.</li><li>Drive a data‑driven approach to risk identification and decision‑making through automated workflows, dashboards, predictive analytics, and leading risk indicators.</li><li>Represent AM Risk in enterprise working groups, governance forums, and key senior‑leadership discussions.</li></ul>This role offers substantial exposure to senior executives, opportunities to influence enterprise risk posture, and the ability to shape the long‑term resiliency and operational strategy for the Asset Management business.What Makes This Role Exciting<ul><li>Enterprise Impact: Your strategies will directly influence how Asset Management prepares for, responds to, and recovers from operational and technology risks.</li><li>Strategic Leadership: You’ll shape the future of resiliency practices and advance AM’s operational risk maturity.</li><li>Cross‑Functional Influence: You’ll work across the entire business—trading, technology, operations, investments, data analytics, compliance, and enterprise partners.</li><li>Innovation Opportunity: Drive adoption of advanced analytics, automation, and modern resiliency engineering practices, including cloud‑based (AWS) resiliency.</li><li>Executive Visibility: Present insights, recommendations, and risk intelligence to senior leaders across AM and the enterprise.</li><li>Career Acceleration: This role positions you as a trusted advisor, thought leader, and enterprise‑wide influencer in a domain that is increasingly critical to financial services.</li></ul>The Expertise You Bring<ul><li>Bachelor’s degree preferred</li><li>Extensive experience in operational risk, business resiliency, technology risk, or related leadership roles</li><li>Strong command of data analysis</li><li>Deep understanding of continuity planning, technology recovery, and cloud resiliency practices</li><li>Experience advising senior leaders and influencing risk‑related decisions</li><li>Familiarity with Asset Management or Investment Management tech and operations</li></ul>The Skills You Bring<ul><li>Proven leadership experience driving risk or resiliency programs at scale</li><li>Ability to translate complex risks into actionable insights for senior leaders</li><li>Excellence in executive‑level communication, presentation, and stakeholder engagement</li><li>Ability to build consensus and influence across diverse business and tech teams</li><li>Strong project and program management discipline</li><li>Demonstrated ability to design metrics, dashboards, and leading indicators that inform strategic decisions</li><li>Strong judgment, critical thinking, and problem‑solving skills in time‑sensitive environments</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAsset Management Risk provides strategic direction and risk intelligence to leaders across Fidelity’s AM business. We proactively identify, analyze, and monitor risks to safeguard the interests of the firm, clients, and associates. By partnering with business and technology leaders, we strengthen controls, streamline processes, and elevate the resiliency and stability of the organization. As a director on our team, you will play a key leadership role in driving a more resilient and risk‑aware Asset Management organization.The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Fidelity Investments

Director, Risk

<h3>Job Description:</h3>The PositionThe Workplace Investing Risk Manager supports general risk oversight for the Workplace Investing. You will support businesses within Workplace Investing across different products and programs by efficiently and effectively assessing and documenting risks and controls through proactive risk assessments and readiness assessments. In addition to proactive risk assessments and readiness assessments there be strong focus on managing risk incidents, including the use of qualitative and quantitative measures to determine control effectiveness and identifying areas to strengthen controls to prevent risk.This role will analyze data and controls to identify and measure risks, perform targeted risk assessments, and use data visualization tools to aid identification of Workplace Investing risk. To successfully execute these responsibilities, the candidate will have experience managing projects and using influencing skills to achieve goals. The ideal candidate will have a demonstrated commitment and passion for risk management and will be a critical thinker with strong analytical skills who is able to prioritize and manage multiple projects and deliver high-quality work. This role requires someone who is hard working, results oriented and eager to learn. Prior Workplace Investing experience in Operational roles is preferred.Job Profile SummaryProvides independent and objective risk management services, builds and sustains effective work relationships with stakeholders, and enhances business performance through effective and efficient risk identification, mitigation, and proactive management. They drive team objectives through:<ul><li>Independently leading and overseeing complex projects, risk program activities, such as the timely completion of high-quality risk assessments and control testing.</li><li>Leading team projects, risk programs, and participating in cross-BU initiatives.</li><li>Partnering with Business Unit leaders to prioritize initiatives and remediation efforts as needed</li><li>Focusing on process improvement and increased usage of data analytics and automation</li><li>Deepening business domain knowledge and expanding scope to support new products and initiatives.</li><li>Building relationship with business partners.</li></ul>Responsibilities<ul><li>Apply deep knowledge of Fidelity’s Risk Management framework.</li><li>Work with business partners to identify, refine, and document risks &amp; controls</li><li>Coordinate efforts with Technology &amp; Product agile teams and oversee risk tool work through testing and implementation.</li><li>Provide daily support and complex problem resolution management for Business Units</li><li>Provide guidance to team members</li><li>Proactively address concerns or roadblocks during assessments.</li><li>Create and present regular and ad hoc status reports, dashboards, and Business-specific metrics</li><li>Review, analyze, and recommend monitoring routines and KRIs as needed</li></ul>The Skills You Bring<ul><li>You demonstrate risk management knowledge and experience, including risk assessment and control evaluation</li><li>You demonstrate data analytics skills with experience with data analytics tools</li><li>You communicate clearly, concisely, and have the ability to influence others via written and/or verbal communication</li><li>You can demonstrate critical thinking and approach work with an objective point of view</li><li>You are comfortable working in a fast-paced environment and owning multiple initiatives simultaneously and show the ability to shift focus as needed based on the changing risk environment</li></ul>The Expertise You Have<ul><li>Bachelor’s degree preferred</li><li>Prior 10+ years of relevant experience in financial services, risk management, audit, or compliance</li><li>Deep understanding of risks and controls, ability to develop frameworks and standards, and document strong control statements</li><li>Strong knowledge of various risk programs, risk management practices and frameworks</li><li>Leader with ability to navigate and influence across the organization</li><li>Strong analytical and problem-solving skills evidencing the ability to think and act strategically</li><li>Data Analytics technical skills such as high proficiency with Excel, Power BI, Alteryx, etc..</li><li>Shown success in collaborative leadership and working with executive leaders and internal business partners</li><li>Excellent communication skills, including creating PowerPoint presentations and taking large volumes and/or complex information and presenting is a way that is easy to understand </li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamWorkplace Investing Risk, part of Fidelity’s Legal, Compliance and Risk organization (LRC) provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, the WI Risk Team is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes. Additionally, the team is involved with escalation and oversight of incidents occurring within WI and ensuring appropriate remediation efforts have been documented and completed.<h3>Certifications:</h3><h3>Category:</h3>RiskMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Risk Manager

Commitment to MissionThis job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional communication, integrity, leadership, stewardship, respect and accountability to LSC students and employees is essential.Cultural Beliefs<ul><li>One LSC</li><li>Student Focused</li><li>Own It</li><li>Foster Belonging</li><li>Cultivate Community</li><li>Choose Learning</li></ul>The Chronicle of Higher Education's "Great Colleges to Work For®" is designed to recognize colleges that have been successful in creating great workplaces and to further research and understanding of the factors, dynamics and influences that have the most impact on organizational culture at higher education institutions.Lone Star College has been recognized in multiple categories.Campus Marketing StatementLone Star College-KingwoodLone Star College offers high-quality, low-cost academic transfer and career training education to 80,000+ students each semester. LSC has been named a 2023 Great Colleges to Work For® institution by the Chronicle of Higher Education. LSC consists of eight colleges, seven centers, eight Workforce Centers of Excellence and Lone Star Corporate College.Lone Star College-Kingwood, an innovative and dynamic community college located in the pine-forested suburbs of northeast Houston, has an opening for someone interested in working with a diverse group of colleagues who want to make a difference in the lives of students and grow professionally. Kingwood focuses on fulfilling individual dreams and enhancing community life and offers unique programs in respiratory care, computer gaming and dental hygiene.Location address is 20000 Kingwood Drive, Kingwood, TX 77339.Job DescriptionPURPOSE AND SCOPE:The Coordinator II, Nursing Lab will be responsible for creating and managing a multidimensional educational link between the nursing courses and the nursing laboratory/practical experience that will enable students to connect the rationale and theory for the skills they will perform in the clinical setting.ESSENTIAL JOB FUNCTIONS:<ul><li>Collaborates with faculty to create nursing laboratory schedules</li><li>Maintains communication with faculty regarding lab assignments and nursing lab utilization &amp; set-ups</li><li>Assists with utilization and troubleshooting of simulators</li><li>Keeps current with new technologies and safety regulations, directs and monitors laboratory safety protocols, conducts risk management assessments to proactively evaluate the physical environment of the nursing lab, and assists in maintaining compliance of all regulatory agencies of the college and nursing programs</li><li>Maintains an accurate inventory and quality assurance of laboratory equipment and learning resources</li><li>Orients students and faculty to the nursing lab and provides mentoring to students in Associate Degree Nursing (ADN), Transition Nursing Program and Vocational Nurse (VN) Nursing Programs</li><li>Participates in all System-Wide Nursing Lab Coordinator Committee meetings</li><li>Coordinates with bookstore to order laboratory packs for students</li><li>Collaborates on grant proposals to obtain additional funding to enhance nursing programs</li><li>Assists with department budget preparation, tracks expenditures, and assures that discrepancies are resolved</li><li>Coordinates, facilitates, and manages lab tours and events</li><li>Analyzes and improves procedures/practices to ensure learning environment enhances students' intellectual and skills development</li><li>Provides supervision and direction for part-time student workers</li><li>Responsible for other reasonable related duties as assigned</li></ul>KNOWLEDGE, SKILLS AND ABILITIES:<ul><li>Experience, which demonstrates abilities in nursing practice, ability to mentor students in the lab settings</li><li>Maintains Basic Life Support Certification for Health Care Workers</li><li>Ability to work independently without close supervision, broad knowledge of the nursing sciences, successful handling of day-to-day operations of the nursing lab</li><li>Ability to determine own approach to complete work</li><li>Ability to organize work around broad organization and goals</li><li>Ability to work in a dynamic environment that requires incumbent to be sensitive to change and responsive to changing goals, priorities, and needs</li><li>Ability to perform professional-level work dealing with data, people, and technology that relates to administrative, technical, scientific, engineering, accounting, legal, or managerial skills</li><li>Skill to make decisions that govern the activities and behaviors of other staff members</li><li>Skill and ability to be held responsible for determining a problem and creating an individual solution to the issue</li><li>Skill to prepare and/or process purchase orders</li><li>Skill to be held accountable for inventory</li><li>Skill to make recommendations that impact the budget</li><li>Skill to manage the budget within the assigned department</li></ul>PHYSICAL ABILITIES:The work requires some physical exertion, such as long periods of standing; walking over rough, uneven, or rocky surfaces; recurring bending, crouching, stooping, stretching, reaching, or similar activities; or recurring lifting of moderately heavy items, such as typewriters and record boxes. The work may require specific, but common, physical characteristics and abilities, such as above average agility and dexterity.WORK SCHEDULE AND CONDITIONS:<ul><li>Equipment used includes, PC workstation running on a LAN in a Microsoft Windows environment, calculator, phone and other general office equipment</li><li>Interface with internal and external contacts as needed to carry out the functions of the position</li><li>High fidelity and low fidelity simulation equipment</li><li>Nursing skills lab equipment</li><li>Work in a safe and secure work/lab environment that may periodically have unpredicted requirements or demands</li></ul>REQUIRED QUALIFICATIONS:<ul><li> Associate degree or higher and at least 3 years of experience, or an equivalent combination of education and experience</li><li>Current Licensed Vocational Nurse (LVN) or Registered Nurse (RN) license with the State of Texas</li></ul>SalaryHiring salary range is $44,793 - $51,512Lone Star College provides a hiring salary range for all posted full-time non-faculty positions. Where your salary offer would fall in that range is determined by your related experience and education. Should you receive an offer of employment from Lone Star College, the resume submitted in the application process will be utilized to calculate your salary offer. The information outlined below will provide the Office of Human Resources everything needed to determine an accurate starting salary.Your resume should provide a complete picture of your work experience. The resume should include the following information for each position listed:<ul><li>Length of time (specific months and years) of employment</li><li>If the position was full time or part time</li><li>If the position was paid or unpaid</li><li>Level of degree completed including date earned.</li><li>Unofficial transcript for highest earned degree</li></ul>Additionally, any certifications listed as required or preferred in the Lone Star College job description should be included in the resume submitted.Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment and excellent work/life balance. This includes a full comprehensive and competitive benefits package, a generous number of paid holidays and vacation days, wellness programs, tuition waiver, professional development opportunities and more.Special InstructionsGo to the Job Search page, click on ‘My Activities’ at the top of the page. Under My Cover Letters and Attachments you will click on ‘Add Attachment.’ Please be sure to put the Job ID# in the title once you name your file for cover letters only, unless you attached your cover letter with your resume.If you are applying for an Instructional position (i.e. Faculty, Adjunct Faculty, Instructor), please ensure you include the following to be considered: Resume/CV, Cover Letter, Teaching Philosophy, and unofficial transcripts. You must limit your file name for any attachment to 40 characters or less.How to ApplyALL APPLICANTS MUST APPLY ONLINE ONLYWe will not accept application material received via fax, email, mail, or hand delivered.Postings for part-time and adjunct positions are active for the academic year. By selecting the option to receive notifications on your profile, you will begin receiving electronic communication regarding new opportunities with Lone Star College (LSC).If selected for an interview, a recruiter will contact you by phone, or email to schedule an interview.Lone Star College participates in the E-Verify program, under which Lone Star College provides the federal government with information from each new employee's Form I-9 to confirm that the employee is authorized to work in the United States.More information on the E-Verify program is available at <a href="http://www.dhs.gov/E-Verify" target="_blank">www.dhs.gov/E-Verify</a>.Lone Star College is an EEO Employer. All positions are subject to a criminal background check.

Coordinator II, Nursing Lab

<h3>Job Description:</h3>The Director, Pension Benefit Consultant is the lead Defined Benefit specialist responsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Director, PBC’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.The Director, Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The Director, PBC is the go-to resource among the project team for all DB-specific matters and builds confidence with clients that Fidelity will operate their DB Plans accurately.The Expertise You Have<ul><li>Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years</li><li>Strong analytical skills, attention to detail</li><li>Strong consultative skills</li><li>Work within a project matrix, able to handle time effectively</li><li>Working understanding of pension laws and regulations</li><li>Actuarial designations (EA, ASA) a plus but not required</li></ul>The Skills You Bring<ul><li>Solid DB experience having worked with a wide variety of DB Plans and features</li><li>Actuarial expertise</li><li>Ability to document the benefits of a DB plan in extensive, complete detail</li><li>Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</li><li>Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</li><li>Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes</li><li>Your experience problem solving, and finding solutions all parties can move forwards with</li><li>Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</li><li>Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</li><li>Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</li><li>Ability to detect and surface problems and obstacles and lead the team to resolution</li></ul>The Value You Deliver<ul><li>Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</li><li>Owning the discovery and learning of the mechanics of how the client’s DB Plans operate directly with clients and their representatives</li><li>Reading client plan documents, sample calculations, SPDs, valuation file specifications</li><li>Leading client review meetings and conference calls</li><li>Leading issue resolution</li><li>Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</li><li>Crafting a comprehensive test plan to ensure DB participant calculations are accurate</li><li>Working with developers to debug and certify the DB participant benefit calculations in their entirety</li><li>Working with data analysts to validate the client participant data is correct and complete, and to identify any gaps</li><li>Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</li></ul><h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Pension Benefit Consultant

<h3>Job Description:</h3>The Senior Pension Benefit Consultant is the lead Defined Benefit specialist responsible for learning the client’s DB Plans in detail and then explaining them to internal Fidelity resources such as computer developers and the ongoing operations team. The Senior Pension Benefit Consultant (PBC) works directly with clients on new client Implementations and on improvement projects for existing clients.Note: Fidelity is not providing immigration sponsorship for this position.<h3>The Team</h3>The Senior Pension Benefit Consultant is central to Fidelity’s onboarding and operating DB Plan clients. The PBC is the hub of the wheel in gathering DB Plan-specific knowledge from the client and their representatives, and then explaining it all in detail to multiple resources and functions across the project team and beyond. The PBC’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.The Senior Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The PBC is the go-to resource among the project team for all DB-specific matters. The PBC builds confidence with clients that Fidelity will operate their DB Plans accurately.<h3>The Expertise You Have</h3><ul><li>Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years</li><li>Strong analytical skills, attention to detail</li><li>Strong consultative skills, effective communication and interpersonal skills</li><li>Ability to move projects forwards, on time and on budget</li><li>Working understanding of pension laws and regulations</li><li>Actuarial designations (EA, ASA) a plus but not required</li></ul><h3>The Skills You Bring</h3><ul><li>Proven DB experience having worked with a wide variety of DB Plans and features</li><li>Actuarial expertise</li><li>Ability to detail the mechanics of a DB plan in extensive, complete detail</li><li>Experience actively capturing information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</li><li>Ability to craft, set up, and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</li><li>Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes</li><li>Your experience problem solving, and finding solutions all parties can move forwards with</li><li>Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</li><li>Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</li><li>Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</li><li>Ability to detect and surface problems and obstacles and lead the team to resolution</li></ul><h3>The Value You Deliver</h3><ul><li>Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</li><li>Owning the discovery and learning of the mechanics of how the client’s DB Plans operate directly with clients and their representatives</li><li>Reading client plan documents, sample calculations, SPDs, valuation file specifications</li><li>Leading client review meetings and conference calls</li><li>Managing and driving issue resolution</li><li>Teaching the Fidelity project team the DB aspects they need to bring the new client Implementation or other DB project together</li><li>Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</li><li>Crafting a comprehensive test plan to ensure the computer is handling all possible DB participant situations correctly</li><li>Working with computer system developers to debug and certify the DB participant benefit calculations in their entirety</li><li>Working with computer data resources to validate the client participant data is correct and complete, and to identify any gaps</li><li>Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Analysis, Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Pension Benefit Consultant

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Investment Consultant - San Antonio, TX

<h3>Job Description:</h3>Senior Client Experience Account ManagerThe Role The Senior Client Experience Account Manager is a dedicated service professional who provides superior service while driving ideal behavior from ultra-high net worth donors and strategic advisor firms, the most complex relationships within Fidelity Charitable. Each CXAM owns a book of business and facilitates donor and advisor interactions via phone and email, consulting on a broad range of program offerings and service topics. The CXAM support associates as they financial transactions and respond to inquiries from Fidelity Charitable Private Donor Group donors, advisors, and non-profits, while ensuring high quality. The CXAM also partners with a Private Donor Group Philanthropic Strategist in order to fulfill requests from Private Donor Group donors.<h3>Principal Software Engineer</h3>The RoleFidelity Charitable is looking for a tech lead to help design and develop secure solutions that enable our customers to accomplish their philanthropic goals. As a principal engineer in Fidelity Charitable you will be responsible for leading a team of engineers through the design, development, and release coordination of new and enhanced features.The Expertise and Skills You Bring<ul><li>Interest in leading a team of developers by mentoring teammates, resolving open blockers, and highlighting risks.</li><li>Knowledge of software development best practices.</li><li>Experience working across internal and external teams, and you are motivated to level up your impact.</li><li>Creating responsive front ends using Angular and NgRx</li><li>Designing secure RESTful APIs using Spring Boot, OAuth, and Hibernate</li><li>Triaging complex issues though the analysis of logs, monitors, documentation, and sequence diagrams</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skills You Bring <ul><li>Bachelors degree</li><li>Minimum Experience: 5 years of customer service, sales, service operations or UHNW background required. Experience in the financial services industry, specifically brokerage or investments preferred but not required.</li><li>Ability to maintain successful working relationships with business partners, teammates, and clientele.</li><li>High sense of urgency and understanding when to escalate to solve issues.</li><li>Strong and efficient verbal and written communication skills.</li><li>Problem solving skills and excellent follow through.</li><li>Strong organizational skills, project management, planning, and time management.</li><li>Superior decision-making skills and the ability to operate with a high level of autonomy, makes decisions with minimal oversight that impact donor and advisor.</li><li>The Client Experience Account Manager role is designed to be the point person for complicated service interactions</li><li>Learning and maintaining an intricate knowledge of industry and regulatory standards ensures that appropriate expectations can be set with key firms and donors.</li><li>Supporting efforts of proactive education to advisor firm POCs for dissemination to their clients.</li><li>Anticipating challenges and overcoming them with creative thinking.</li></ul>The TeamThe Client Experience Account Manager is responsible for interacting with all the business units found in Fidelity Charitable. They are working constantly to find solutions for the donors or firms in their book of business and in doing so will help facilitate contributions and grants in the million and sometimes billion-dollar range. This role is responsible for driving client behavior to increase use of online tools to improve straight through process of Premium Service client interactions. The PSAM optimizes the client experience to drive high satisfaction, quality, and efficiency for the donors, advisors, corporate clients, and Fidelity Charitable.Company Overview The Fidelity Charitable Gift Fund (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.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Client Experience Account Manager

<h3>Job Description:</h3>Searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!The Expertise and Skills You Bring <ul><li>A.S.A., E.A. or F.S.A., E.A. credentials</li><li>5-10+ years of experience in a pension and/or benefit consulting firm</li><li>You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).</li><li>You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels</li><li>You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships</li><li>You have strong critical thinking and problem-solving skills</li><li>You are a leader with self-motivation and determination to succeed</li><li>You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment</li><li>You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver <ul><li>Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.</li><li>Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers &amp; acquisitions, compliance, plan amendments and plan designs.</li><li>Training associates and analysts to ensure continued development of the staff.</li><li>Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients.</li><li>Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed.</li><li>Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients</li></ul>The TeamThe Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Consultant, Actuary

<h3>Job Description:</h3>This exciting role will lead one of Fidelity’s Stock Plan Services (SPS) Relationship Management teams! This leader will play a key role in crafting the future of this important growth business. Fidelity Stock Plan Services &amp; Non-Qual is Fidelity’s equity compensation administration services business, providing administrative support services for clients and individual support and guidance to equity and NQ plan participants.The RoleThe SPS Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of client relationships. Primary responsibility is the effective leadership of a team of Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 150+ SPS client relationships.This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CHRO, SVP of Total Rewards) of existing and prospective customers. Effectiveness in the role requires superior executive presence and benefits, executive and equity compensation, and financial services acumen. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business to improve business results. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports. In addition to playing an integral role in the SPS business, the position also requires partnering closely with other businesses across the Fidelity enterprise.The Expertise and Skills You Bring<ul><li>Provide focused leadership, motivation, and support for MD team to retain clients and deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.</li><li>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement.</li><li>Serve as Executive Sponsor for key client relationships including the largest clients, clients with significant service issues, and clients requiring up-tiering relationships based on risk mitigation plans.</li><li>Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and other business partners across Fidelity.</li><li>Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.</li><li>Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses.</li><li>Transparent and credible presence in the Equity Compensation industry</li><li>Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the Fidelity organization. Expert presentation, meeting management, and communication skills.</li><li>Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Serve as functional liaison for the SPS relationship management team effectively representing client and organizational interests with senior leaders across Fidelity.</li><li>Identify personal development objectives with each MD and support execution of plans to continually build competencies and skills to deliver outstanding business results.</li><li>Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Provide leadership to build an empowered, diverse and inclusive team culture</li><li>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</li><li>Ensure that team is compliant with all appropriate rules and regulatory requirements.</li><li>5 +years Institutional (business to business) sales or relationship management experience with a shown track record of successful leadership in various roles</li><li>Series 7, 24 &amp; 63 licenses are required.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

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