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<h3>Job Description:</h3>*Remote position located in IL, KY, OH, MO, MN, TX*As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services &amp; Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Role In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. The Expertise and Skills You Bring<ul><li>College degree preferred or equivalent work-related experience. </li><li>Ability to acquire Series 7 &amp; 63/65 within the first three months of employment. </li><li>Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. </li><li>Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. </li><li>Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. </li><li>Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. </li><li>Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. </li><li>Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. </li><li>Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. </li><li>Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. </li><li>Shown problem-solving skills. </li><li>Effective presentation skills, influence, and negotiation skills. </li><li>High emotional intelligence and interest in other human beings </li><li>Desire to roll your sleeves up and work with and for your teammates – Servant Leadership </li><li>Self-awareness and shown history of self-improvement </li><li>Analytical and critical thinking skills </li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver <ul><li>Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. </li><li>Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. </li><li>Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. </li><li>Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. </li><li>Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client </li><li>Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. </li><li>Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. </li></ul>The base salary range for this position is $120,000 - $200,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Vice President, Managing Director - Stock Plan Services

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Charitable Outreach Specialist/NPO Outreach Specialist to work in Westlake, TX or Salt Lake City, UT. The Role The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li> </ul> <ul> <li>Strong and effective verbal and written communication skills </li> </ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li> </ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li> </ul> <ul> <li>Demonstrates strong problem-solving skills </li> </ul> <ul> <li>Ability to work under pressure and within tight deadlines </li> </ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li> </ul> <ul> <li>Technical proficiency </li> </ul> <ul> <li>Ability to meet overtime commitments </li> </ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li> </ul> <ul> <li>Proficiency with Microsoft Office applications required </li> </ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li> </ul> The Team The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. Company Overview Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Fidelity TalentSource

Charitable Outreach Specialist/NPO Outreach Specialist

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-North HarrisLone 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-North Harris, nestled on 200 acres of piney woods, is the original and largest college in the Lone Star College System family. Serving the community for more than three decades, LSC-North Harris offers more than 60 programs of study, including university-transfer and numerous education courses and programs. LSC-North Harris is keenly focused on leading-edge technology in emerging technical job fields.Location address is 2700 W.W. Thorne Drive, Houston, TX 77073.Job DescriptionPURPOSE AND SCOPE:The PT Coordinator I, Student Services Support will be responsible for providing detailed and task-oriented support to the Dean, Student Services. Individual will perform standard administrative work and ensure daily operations within student services are running efficiently. Individual will assist Dean, Student Services with enrollment campaigns, analyzing student accounts, handle sensitive and confidential records.ESSENTIAL JOB FUNCTIONS:<ul><li>Utilizes MS Office and other programs to enter, track and maintain data including documents, spreadsheets and databases as it pertains to student records</li><li>Reviews and summarizes student population campaign data and communicates results to leadership</li><li>Assists with planning and coordinating student services campus events (Open House, Super Saturday, and other enrollment events, etc.)</li><li>Attends meetings, committees and events. May compile meeting minutes and disseminate information to employees as needed</li><li>Assist students as needed, including but not limited to processing documents and/or correspondence, answering general questions and troubleshooting minor student account issues</li><li>May assist with administrative tasks for projects and notify employees within student success division of meeting necessary deadlines</li><li>Performs and/or assists with clerical work as needed, which may include but is not limited to; coordinating various department and management calendars and schedules; assisting with planning, schedules and coordinating various meetings/seminars/events, including site selection and preparation, marketing and training materials, monitoring and controlling resources, and other general support</li><li>Takes part in special projects as needed</li><li>Responsible for other reasonable related duties as assigned</li></ul>KNOWLEDGE, SKILLS, AND ABILITIES:<ul><li>Attention to detail</li><li>Strong knowledge of general office and software applications</li><li>Ability to prepare and summarize general reports and spreadsheets</li><li>Strong organizational and time management skills</li><li>Ability to prioritize duties while still meeting deadlines</li><li>Strong customer service skills</li><li>Strong verbal and written communication skills</li><li>Strong attention to accuracy and detail</li></ul>PHYSICAL ABILITIES:The work is sedentary. Typically, the employee sits comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items, such as papers, books, or small parts; or driving an automobile. No special physical demands are required to perform the work.WORK SCHEDULE &amp; 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>Work is performed in a climate-controlled office with minimal exposure to safety hazards</li></ul>REQUIRED QUALIFICATIONS:· Associate degree and at least 1 year of related work experience, or an equivalent combination of education and experienceSalaryHourly Pay Rate is $17.58Benefits Marketing StatementBy joining our top-notch institution, you will enjoy being a part of an organization that offers a supportive, collegial work environment, excellent work/life balance, tuition waiver, participation in a tax deferred retirement plan 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.

Part-Time Coordinator I, Student Services Support

<h3></h3><h3>Job Description:</h3>Job Title IT Audit Director The Role Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit. As an IT Audit Director, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </li></ul><ul><li>12+ years of experience in performing and independently leading complex information technology audits, preferably financial services. </li></ul><ul><li>Manage and perform data driven risk-based audit assessments of key systems and applications, drafting audit reports, and liaising with and reporting to senior executives on audit results and corrective actions. </li></ul><ul><li>Team leader who takes initiative and works constructively to achieve team goals. </li></ul><ul><li>Experience working with and understanding the needs of clients. </li></ul><ul><li>Ability to work on multiple tasks and prioritize as a team leader. </li></ul><ul><li>Expert knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. </li></ul><ul><li>Professional Audit or Information Security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </li></ul><ul><li>Cloud computing (AWS) related advanced-level certifications preferred (AWS Solutions Architect/ AWS Security Specialty). </li></ul><ul><li>Knowledge of financial services and/or relevant technologies supporting financial services operations (e.g. brokerage, regulatory transfer agency, financial statements etc.) preferred. </li></ul><ul><li>Expert knowledge of authentication, authorization, and credential management. </li></ul><ul><li>Understanding of artificial intelligence, machine learning, LLM, data science and Robotic Process Automation (RPA) tools. </li></ul><ul><li>Preferred hands-on skills with various Programming/Scripting Languages (Python, PowerShell, Java, etc.), audit testing tools, and automation. </li></ul><ul><li>Deep technical problem solving and data analytical skills. </li></ul>The Team As an IT Audit Director, you will be responsible for leading complex technology and/or integrated audits independently, evaluating risks (technology, financial, reputational, and regulatory), developing hypotheses around related controls, providing input to the development of the integrated audit plan, presenting issues and findings to management, devising solutions for business improvements, and following-up on corrective actions, and leading a hard-working project team. You will need to work effectively to: <ul><li>Lead the planning and execution of multiple concurrent IT audits, including reviews of cyber security, existing production applications, systems currently being developed, technology infrastructure and specialized or emerging technologies. </li></ul><ul><li>Work with middle to senior management within a business or function to facilitate the identification and resolution of complex risks (both business and technological) and to provide advice to management regarding mitigation of these risks. </li></ul><ul><li>Lead the assessment the controls over application processes, physical and logical security; systems acquisition and development; system and network infrastructure; system architecture; computer operations; and production support. </li></ul><ul><li>Engage with the squad to offer feedback on work-in-progress, clarify requirements and answer questions, while motivating and influencing squad, and being a voice for its members </li></ul><ul><li>Develop data analysis and apply innovative automated tools to provide management with proper context of potential exposure and loss of business due to control weaknesses. </li></ul><ul><li>Develop an ongoing 'trusted advisor' relationship with audit clients and Internal Audit business unit colleagues to ensure timely and consistent advice. </li></ul><ul><li>Travel (10% annually) to perform audits, and to attend training or corporate events. </li></ul>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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 all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>. <h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>AuditMost 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.

IT Audit Director

<h3>Job Description:</h3>In this role you will develop strong relationships with institutional clients and build internal working relationships with Fidelity personnel in support of existing and new business contract negotiation.The TeamThis role sits within the Sales organization in Workplace Investing. We work with prospects and existing clients through the sales process, renewal process, and during significant contractual changes during their relationship with Fidelity. Our group helps ensure that our prospects and clients have a positive, collaborative experience during the contracting process with Fidelity. The focus of the role is to provide contractual support on business related components of the contract.The Expertise You Have<ul><li>College degree preferred</li><li>10+ years of Relationship Management, Client Service, Implementation Project Management experience; preferably within Retirement/401K/Benefits industry.</li><li>FINRA SIE, Series 7, and 63 required; may be obtained in role</li></ul>The Skills You Bring<ul><li>Extensive benefits/outsourcing experience with a strong knowledge of Fidelity contract provisions</li><li>Understanding of exception management processes and overall contract negotiation strategy/techniques</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal and external executives</li><li>Proven capability to deliver to tight timeframes and be successful in fast moving environments</li><li>Outstanding oral and written presentation skills</li><li>Strong communication and facilitation skills with ability to describe and solve complex issues using clear, simple terms</li><li>Outstanding meeting facilitation and management skills</li><li>Maintains a solid working knowledge or understanding of the Fidelity organization and Fidelity’s vast array of products, services, business solutions and structure</li><li>Comprehensive project management skills</li><li>Strong attention to detail and organizational skills</li><li>Flexibility and positive Team attitude</li><li>Product domain knowledge and expertise (e.g., Defined Contribution, Defined Benefit, Health and Welfare) </li></ul>The Value You Deliver<ul><li>Serving as the primary point of contact, both internally and externally, to manage business negotiations and contract processes with clients, external search consultants, procurement, and legal counsel</li><li>Responsible for oversight of the contract process for new business and renewals, ensuring completion within required deadlines</li><li>Strategize with Managing Director (MD) on client renewal and with Account Executives (AE) on new sales opportunities</li><li>Initiating and facilitate renewal kick-off meetings to confirm renewal timeline, strategy, deliverables, and business owners</li><li>Consulting with the Sales team, Rebid team, or Managing Director in the development of business issue contract documentation</li><li>Working collaboratively with clients, Fidelity Contracts Team and internal business partners during contract negotiations in order to develop creative, flexible and integrated contract solutions in support of relationship management goals.</li><li>Mitigate contractual risk to the firm while maintaining overall client satisfaction with contracting process</li><li>Overall responsibility for the development, negotiation and final business documentation for the contract Agreement between Fidelity and our customers</li><li>Seeking solutions for service delivery &amp; performance guarantees based on client requests during the contract process</li><li>Understanding of Fidelity pricing models and fee levers</li><li>Facilitating debrief meeting with stakeholders (formal hand-off to the team)</li><li>Responsible for all contract deal tracking and reporting within Salesforce</li><li>Ensuring contract decisions are supported by standard or approved exceptions for service model, SLAs, pricing, and terms</li><li>Overall responsibility for resolving business related issues throughout the negotiation process</li><li>Overall responsibility for the development, negotiation and final business documentation for the contract</li><li>Managing the escalation process</li><li>Providing periodic updates on relevant topics and contract trends to senior management. </li><li>Identify areas for contract process improvement or redesign and work to implement changes. </li></ul>The base salary range for this position is $130,000 - $190,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Vice President, Business Contracts- Retirement Services

<h3>Job Description:</h3><h3>The Role</h3>The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required</li><li>12+ years of relevant work experience in the financial industry</li><li>Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services</li><li>Demonstrated analytical skills with the ability to work with and summarize data from multiple sources</li><li>Experience working with blockchain technology or related enterprises</li><li>Strong understanding of blockchain technology.</li><li>Executive level presentation skills required</li><li>Project management and/or consultative experience</li><li>Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Experience with common data science tools &amp; languages, a plus</li><li>CFA and/or FRM certifications a plus</li><li>Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach</li></ul><ul><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities</li><li>Skilled at operating autonomously to achieve results in a dynamic environment</li><li>Thrives in a dynamic organization where priorities shift to meet evolving business needs</li><li>Superb verbal and written communications skills</li><li>Strong data analysis skills (e.g., tools, strategies)</li><li>Staying abreast of the latest innovations across industry</li><li>Problem solver with a blend of creativity and analytical rigor</li></ul><h3>The Value You Deliver</h3><ul><li>Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.</li><li>Actively perform proactive and targeted data analysis to identify risks for management.</li><li>Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.</li><li>Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.</li><li>Promote a culture of experimentation to ensure continuously learning</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>Asset Management Risk, part of Fidelity’s Risk Organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.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

Director, Digital Assets Risk Operations

<h3>Job Description:</h3>The RoleThe Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.The Expertise and Skills You Bring<ul><li>Bachelor's Degree</li><li>5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management</li><li>Confidently lead by influence and use strong communication and interpersonal skills to work across organizations</li><li>Analytical, organized, and have strong multi-tasking skills</li><li>Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities</li><li>Identify and lead quality improvement initiatives and other special projects for the team</li><li>Strong knowledge of defined contribution, financial services, and/or benefits industries</li><li>Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate</li><li>Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted</li><li>Monitoring and reporting on project status</li><li>Consulting with clients to understand their needs</li><li>Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation</li><li>Coaching and mentoring others to draw out their skills and expertise</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAs part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.<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.

401k Implementation Project Manager

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - 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.

Vice President, Branch Leader - Houston, TX (Friendswood/Baybrook area)

<h3></h3><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></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></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 - The Woodlands, TX

<h3></h3><h3>Job Description:</h3>Are you ready to use your life experience to make a bigger impact?Is it time to explore new challenges and acquire new skills? If you’re considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.<ul><li>Robust &amp; formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients</li><li>Structured study sessions working to obtain your Series 7 &amp; Series 66 licenses</li></ul>Whether you’re new to the industry or returning to a career in financial services, you’ll receive <ul><li>Customized coaching and development for a career in financial planning</li><li>Generous, predictable compensation throughout the program</li></ul>Starting over or starting again - let us support you.Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Experience We’re Looking For<ul><li>5 or more years of successful sales experience in another industry</li><li>Keen ability to present complex solutions or products to a sophisticated client base</li><li>Degree and/or other professional certifications highly preferred, but not required</li></ul>The Skills You Bring<ul><li>Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future</li><li>You are comfortable working in an energetic sales environment</li><li>Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive</li><li>Motivated by results, you take initiative and exceed expectations</li></ul>The Value You Deliver<ul><li>Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>Continue to make a positive impact on your community while honing your professional skills and experience</li></ul>How Your Work Impacts the OrganizationWorking in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand. At Fidelity, you’ll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You’ll be making a difference while moving your career in an exciting new direction!<h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></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.

149 Project Management / Professional Services Jobs in Texas