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<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Financial Services Representative - Irving, TX

<h3>Job Description:</h3>About AMCAsset Management Compliance (“AMC”) works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management ("AM") in delivering the best customer experience in the financial services industry.The TeamThe AM Compliance Program Office oversees various compliance program requirements, including mutual fund, institutional adviser, and NFA/CFTC compliance, and supports the fund chief compliance officers in preparing and facilitating reporting to fund boards.This is a dynamic role that will support multiple programs under the AM Compliance Office as well as the broader team performing compliance oversight functions. As part of the team, this role will:<ul><li>Provide support toward the completion of deliverables across the team, including:<ul><li>Monthly reporting on key program components including policy review and risk assessment completion, issues and key risk measures</li><li>Performing the business unit delegate role for institutional advisers through review of client interactions and related documentation</li><li>Supporting the sub-adviser oversight item in the review and reporting of information provided by sub-advisers to the funds</li></ul></li><li>Establish relationships with teams and business units across Fidelity to solve problems and address relevant risks</li><li>Work with members of the Team to develop and execute continuous improvement plans</li></ul>The Expertise and Skills You Bring<ul><li>A desire to learn more about Fidelity's investment products and the various regulatory environments within which it operates</li><li>A willingness to adapt to the dynamic needs of the Asset Management business unit</li><li>A readiness to learn how to use technology to support data-driven decisions and to lead by example</li><li>A sense of curiosity around exploring how we might improve our capabilities and support the latest industry developments</li></ul>The base salary range for this position is $60,000-$96,000 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Associate, Asset Management Compliance

Financial Services Representative - Plano, TX

<h3>Job Description:</h3>Fidelity Global Security Operations Center (GSOC) – Lead GSOC Specialist The Lead GSOC Specialist is responsible for supporting Fidelity’s business operations in Security/Fire/Life Safety Alarm Monitoring; Global Threat Management, Video Monitoring, Incident Management, and dispatching of security and public safety personnel to corporate locations. Responsibilities: <ul><li>As a senior member of the operations center team, the Lead Specialist will be responsible for assisting management in coordinating Fidelity’s security response to incidents that occur on company premises or at corporate events using appropriate communication methods. Responses may be to medical emergencies, burglar, fire, duress alarms, or business impacting events. Lead Specialists will be required to liaison with law enforcement, fire, or other public safety organizations related to emergencies on or near company property. </li></ul><ul><li>Review, analyze and disseminate open-source and subscription-based intelligence to help mitigate and report global threats to company property, employees, and partners. </li></ul><ul><li>Document, assess, and report on instances of possible threats in the workplace. </li></ul><ul><li>Support the travel security program through monitoring of associate travel and be prepared to account for them during events of concern or elevated risk. </li></ul><ul><li>Reporting out of the ordinary or abnormal conditions to the company’s security personnel, management, employees, suppliers, and facilities organization. </li></ul><ul><li>Receiving, evaluating, and disseminating incoming information and reports from company security personnel, contract security officers in the field, and Fidelity associates, suppliers, and local agencies. </li></ul><ul><li>Develop concise, fact-based incident reports for distribution to various Fidelity partners. </li></ul><ul><li>Coordinating service requests for afterhours site access and requests for additional security coverage at retail locations. </li></ul><ul><li>Play an integral role in helping to develop new security, incident management, and intelligence gathering processes. </li></ul><ul><li>Refine existing GSOC response and escalation procedures. </li></ul><ul><li>Responsible to lead the on-duty shift when delegated to by management. </li></ul><ul><li>Support and mentor junior personnel to enhance proficiency with GSOC technology resources, processes, and procedures. </li></ul>Requirements: <ul><li>4+ years of full-time experience in a security function, preferably in an operations or control center setting. </li></ul><ul><li>Bachelor’s Degree preferred. </li></ul><ul><li>Computer proficiency with Microsoft Office suite of products. </li></ul><ul><li>Demonstrated experience in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology. </li></ul><ul><li>Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays). </li></ul><ul><li>Experience collecting, analyzing, and disseminating open source or subscription-based intelligence. </li></ul><ul><li>Providing excellent customer service in a high call volume environment </li></ul><ul><li>Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision </li></ul><ul><li>Must be able to communicate effectively with all levels of the organization. </li></ul><h3>Certifications:</h3><h3>Category:</h3>SecurityFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Lead GSOC Specialist

<h3>Job Description:</h3>The RoleThe Brokerage Business Expertise &amp; Solution Team (BE&amp;ST) helps support the creation of business capability platforms facilitating the creation of foundational APIs through detailed requirements gathering and product validation. The BE&amp;ST analyst plays a crucial role in Fidelity's product development process, tasked with maximizing product value and ensuring successful delivery. While product leaders focus on strategic direction and market fit, the analyst informs the solution design and translates their vision into actionable tasks for the development team, ensuring business expertise in the development process and overseeing both execution and delivery of the final product.Throughout all the phases of Fidelity's product development process, the BE&amp;ST analyst acts as a liaison between the design and development teams and stakeholders, ensuring that the team remains focused on delivering value to the customer and the business. The analyst ability to communicate effectively is crucial to the success of the product development process.You will be embedded on a squad where you will provide analysis of our business processes and expertise to support the creation of digital experiences through the software development lifecycle that support our Brokerage clients and associates. You will play a leading role in all phases of digital product management, including:<ul><li>Discovering the right opportunities using data</li><li>Defining the requirements</li><li>Designing innovative solutions</li><li>Supporting client and field readiness</li><li>Measuring the business outcome</li></ul>The Expertise and Skills You Bring<ul><li>3+ years of business analysis experience delivering customer or associate focused digital solutions of high value</li><li>Client-obsessed with a passion to solve challenges through a data driven approach</li><li>Can communicate effectively with engineering teams, translating business requirements and client needs into technical requirements.</li><li>Experience working on a digital product delivery team.</li><li>An affinity for technology and knowledge of systems integration technologies and standards.</li><li>You employ strong story telling skills, conveying the vision and impact of digital solutions using data and visualization</li><li>Expertise in areas of phone, branch and back-office operations and awareness of impacts of paper, non-value-add calls and manual work to the cost of servicing clients.</li><li>Experience in root cause identification, process, journey and value stream mapping.</li><li>Ability to lead multiple analysis projects effectively.</li></ul>The TeamBE&amp;ST members are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share a set of core product management and analytical skills, as well as a set of differentiated skills which extend their ability to meet the needs of the squad to which they are aligned.You will be aligned with Brokerage Product Delivery, whose mission is to provide the easiest, simplest, and fastest digital experience to our clients and associates. We do this by focusing on the service experiences that accelerate speed to resolution and leverage technological advances in the following areas:<ul><li>Domain-Driven Design</li><li>Process Re-engineering</li><li>Technical Writing and Documentation</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Business Analyst

<h3>Job Description:</h3>The RoleIn this role as Director, Engagement &amp; Change Management Strategy, you will focus on leading and supporting efforts to build and execute superior, cohesive readiness, engagement and experience strategies on a range of topics supported within ET HR – including manager and leader effectiveness, performance and pay cycle, talent practices, rewards and recognition, associate experience, learning, etc.<ul><li>Creating and managing strategic solutions that create awareness, build understanding, drive action, and enhance associate experience; appropriately leveraging communications and learning tactics, opportunities for feedback, and measurement</li><li>Leading and supporting efforts to capture technology associate feedback and sentiment through roundtables, supplementing existing Enterprise feedback channels; providing recommendations for consideration</li><li>Crafting and editing compelling, clear content for key communication, readiness and education tactics, including monthly technology leader education sessions (slides, presenter talking points and panelist questions), monthly e-newsletters, videos, playbooks, leader messaging, etc.; coordinating timing, branding and distribution</li><li>Developing and supporting change management strategies to help drive adoption and behavior changes; helping ensure alignment with other tech talent strategy initiatives</li><li>Partnering with key HR team members including Talent Management, Learning &amp; Development, HR Business Partners and other subject matter experts as a member of cross-functional teams to assess and meet engagement and change management needs</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree; Experience creating communication content for leadership and a large enterprise business setting</li><li>Exceptional writing and editing skills, with the ability to synthesize/enhance content from business partners and turn sophisticated themes into compelling content for a variety of audiences and channels and with strong attention to detail</li><li>Passion for innovative, authentic and effective messaging that help audiences feel informed, connected, inspired and supported</li><li>Strong consulting and customer-focused mindset with a sincere desire to help and solve problems</li><li>Proven experience driving behavior change and leveraging change management principles and tactics (e.g., audience analysis, change agent networks, stakeholder listening)</li><li>Effective storytelling skills and ability to articulate large complex problems and solutions at the right level for senior leader consumption and decision-making</li><li>Confidence and curiosity to ask challenging questions and create value by offering creative solutions and options</li><li>Ability to effectively influence internal and external partners through clear communication; speaking up to offer insight</li><li>Strong project management experience, including management of end-to-end solutions</li><li>Positive teammate who works well independently and with others; ability and desire to develop and grow impactful relationships with the team through collaboration and a mutual commitment to success</li><li>Ability to thrive in a fast-paced and nimble environment; self-starter with strong delivery orientation, obsessed with quality but can balance pace and perfection and manage multiple, competing and oftentimes shifting priorities</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamWorking within the Enterprise Technology HR team, the Engagement &amp; Change Management Strategy team is responsible for informing, educating and inspiring new behaviors and actions in support of Fidelity’s technology talent strategy through a best-in-class engagement experienceThe base salary range for this position is $103,000-$174,000 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Program/Project Management

Director, Engagement & Change Management Strategy

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications 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 Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Redmond, WA

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications 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 Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Palo Alto, CA

<h3>Job Description:</h3>The RoleThe FundsNetwork team is looking for a Senior Business Analyst who will work with the FundsNetwork Platform team to deliver added value to FundsNetwork customers. The candidate will work with several products to gain functional expertise and look to improve the customer experience. You will work closely with the Contracts Management team, the Relationship Management team and Investment Managers to solve problems. You will interact with the technology teams to define functionalities and ensure those developments meet customer needs. The FundsNetwork products are deeply embedded across the entire enterprise and you will work with other business units to meet each of their customers unique needs. There are competing priorities and the ability to develop a business case to make data driven decisions is a must. The Expertise and Skills You Bring<ul><li>Bachelor’s degree in Management Information Systems </li><li>4+ years of experience in business analysis in a product development environment</li><li>Experience thinking strategically about business problems and solutions</li><li>Capable of supporting significant system implementations in a highly technical ecosystem with complex customer data flows</li><li>Excellent requirements analysis, story writing, story validation and stakeholder collaboration skills</li><li>Can document testing use cases drawing on deep familiarity with customers, features and platform</li><li>Agile mentality and experience in Agile tools such as Jira, Confluence, Miro or similar Agile backlog management tools preferred</li><li>Ability to assist in the creation and ongoing management of the scrum team’s product backlog</li><li>Proven time management and organizational skills; able to balance multiple priorities</li><li>Engage with LRC (Legal, Risk &amp; Compliance) and other stakeholders to complete pre-release requirements such as eReview</li><li>Collaborate across multiple squads and functions (Analysts, Delivery, UX, etc.) to support product delivery</li><li>Ability to synthesize sophisticated details and requirements into easily consumed concepts</li><li>Experience making formalized recommendations to senior leaders</li><li>Ability to build credibility and trust with diverse partners across all layers of the organization</li><li>Experience working with UX Design and comfortable providing guidance to UXD.</li><li>Strong data analysis experience</li><li>Proven experience in analytics tools such as Adobe Analytics and Tableau preferred</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe FundsNetwork Platform and Delivery team exists to provide applications and access for third party asset manager partners. We manage several platforms including FundsNetwok.com in order to support the growth of their business. In addition, we are responsible for several internal applications that help Fidelity manage the complex distribution environment. 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 UsAt 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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.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>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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