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<h3>Job Description:</h3><p>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li><p>Series 7, 63 &amp; 65 and Life Insurance licenses are required</p></li><li><p>Five or more years of customer service experience in the Financial Services industry</p></li><li><p>Bachelor’s Degree preferred</p></li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>You are providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>Exceptional interpersonal communication skills, via telephone and face-to-face consultations</p></li><li><p>Your subject matter expertise will be used to address unique and complex client service requests</p></li><li><p>Ability to work in a dynamic, fast-paced and deadline-oriented environment</p></li><li><p>You will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews</p></li><li><p>Effectively maintain client portfolios in accordance with compliance guidelines</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients</p></li><li><p>Delivering customized service to clients seeking a personalized high-touch relationship</p></li><li><p>Documenting and communicating strategy discussions and implementation</p></li><li><p>Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</p></li><li><p>Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews</p></li><li><p>Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</p></li><li><p>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor</p></li><li><p>Helping with pre- and post-guidance appointments making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting</p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.</p>The base salary range for this position is $85,000 - $125,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Wealth Management Senior Relationship Manager - Broomfield, CO

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Do you want to be part of a growing Wealth Management Technology team that’s developing and delivering solutions to meet the expanding performance and analytics needs of the Enterprise? We are looking for a motivated, analytical, and collaborative individual to join our team.</p><p>As a key member of the Performance Measurement &amp; Analysis (PMA) product area, the <strong>Manager of Investment Performance Measurement &amp; Analysis</strong> will play a crucial role in driving the technical implementation of performance capabilities, shaping the future of our product roadmap, and maximizing the value of our platform across the enterprise. You will partner closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment performance and analytics capabilities to meet the needs of retail, intermediary, and Institutional Clients.</p><p></p><p><strong>Core Responsibilities Include:</strong></p><p>· Partnering with product, asset management, software development and other key stakeholders to drive requirements definition and technical implementation of performance and analytics capabilities</p><p>· Continuously monitor industry best practices and the regulatory landscape, evaluating impact on performance capabilities and defining related changes to methodology and oversight/controls</p><p>· Documenting policies and procedures covering business support and oversight of performance calculations and processes</p><p>· Engaging in research and analysis to inform product area strategy, vision and capability roadmap</p><p>· Providing product management support and driving resolution of issues, business risks and client inquiries</p><p>· Identifying opportunities to maximize value of the performance measurement and analysis platform across the enterprise.</p><p></p><p><strong>The Expertise and Skills You Bring</strong></p><p>· Bachelor’s degree business, finance, or equivalent work experience</p><p>· 3-5 years of progressive financial services, experience in investment performance measurement, reporting, and analysis preferred</p><p>· Progress towards/interest in pursuing the CFA or CIPM certification a plus</p><p>· Strong analytical and critical thinking skills with the ability to understand and resolve complex problems</p><p>· Excellent organizational skills and the ability to contribute to multiple projects concurrently</p><p>· Ability to work collaboratively, to interact and build strong working relationships within the team and with key partners and stakeholders.</p><p>· Strong communication skills and comfort presenting to audiences ranging from software engineers to business executives</p><p>· Experience/ exposure to technology systems and IT infrastructure, including data platforms, cloud environments, and enterprise applications a plus.</p><p></p><p><strong>Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>The Performance Measurement &amp; Analysis product area is part of Fidelity’s Institutional Technology organization. We are responsible for a proprietary, enterprise-scale investment performance platform and contribute to several of Fidelity’s rapidly growing business areas. We partner closely with investment product and digital experience teams focused on offerings for both institutional and retail clients.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

Manager, Investment Performance Measurement & Analysis

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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 63 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><p>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.</p><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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>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.</p><p>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.</p>

Financial Representative - San Antonio, TX

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Manager, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform. </p><p>The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software. </p><p>In this role you will prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle. </p><p> You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk &amp; Business Operations. </p><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>Bachelor’s degree or equivalent with 5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed) </p></li><li><p>Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP) </p></li><li><p>Experience with Yardi accounting software preferred </p></li><li><p>Ability to work and lead in an operations-focused fast paced team environment</p></li><li><p>Innovation attitude – ability to identify and drive forward new ways to improve current processes</p></li><li><p>Excellent written and verbal communications skills and strong presentation capability</p></li><li><p>Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint) </p></li><li><p>Advanced excel skills and experience translating accounting data into financial statement presentation </p></li></ul><p><strong>The Team</strong> </p><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success! </p><p><strong>#FFIOALTS</strong></p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>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.</p><p>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.</p>

Manager, Shareholder Reporting

<h3>Job Description:</h3><p><em><strong>*Remote position located in one of the following states: NY, NJ, CT, PA, RI, VT, NH, MA, ME. </strong></em></p><p>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. </p><p><strong>The Role</strong> </p><p>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! </p><p>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. </p><p><strong>The Expertise You Have</strong> </p><ul><li><p>College degree preferred or equivalent work-related experience. </p></li><li><p>Ability to acquire Series 7 &amp; 63/65 within the first three months of employment. </p></li><li><p>Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. </p></li><li><p>Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. </p></li></ul><p><strong>The Skills You Bring</strong> </p><ul><li><p>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. </p></li><li><p>Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. </p></li><li><p>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. </p></li><li><p>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. </p></li><li><p>Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. </p></li><li><p>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. </p></li><li><p>Shown problem-solving skills. </p></li><li><p>Effective presentation skills, influence, and negotiation skills. </p></li><li><p>High emotional intelligence and interest in other human beings </p></li><li><p>Desire to roll your sleeves up and work with and for your teammates – Servant Leadership </p></li><li><p>Self-awareness and shown history of self-improvement </p></li><li><p>Analytical and critical thinking skills </p></li></ul><p><em>Note: Fidelity will not provide immigration sponsorship for this position.</em></p><p><strong>The Value You Deliver</strong> </p><ul><li><p>Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. </p></li><li><p>Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. </p></li><li><p>Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. </p></li><li><p>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. </p></li><li><p>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 </p></li><li><p>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. </p></li><li><p>Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. </p></li></ul>The base salary range for this position is $112,000-$255,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Managing Director - Stock Plan Services

<h3>Job Description:</h3><p>This dynamic role is well-suited for someone who enjoys solving Fidelity Workplace Investing (WI) clients’ and prospective clients’ most complicated requirements in a fast-paced, unexpected environment. If you are motivated by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you!</p><p><strong>ROLE MAY BE BASED REMOTELY NATIONWIDE</strong></p><h3><strong>The Role</strong></h3><p>This client facing role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) NonQualified Plan clients in support of WI sales and client retention goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client NonQualified plan requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales or rebid process.</p><p>This role relies heavily on your knowledge of Fidelity’s DC and NonQualified Plan products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.</p><h3><strong>The Expertise You Have</strong></h3><ul><li><p>Defined Contribution and NonQualified plan expertise required</p></li><li><p>Bachelor’s degree, minimum; Master's degree preferred</p></li><li><p>Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable</p></li><li><p>Series 7 and 63 required (can be acquired in role)</p></li><li><p>Approximately 50%+ travel requirement</p></li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Leadership skills including coaching, mentoring, displaying Fidelity’s core values in all situations</p></li><li><p>Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions</p></li><li><p>Strong Client-facing consultation skills to understand needs, influence, and articulate value vs. risk/reward</p></li><li><p>Strong presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills</p></li><li><p>Industry/competitor knowledge and ongoing student of the business</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Strategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception management</p></li><li><p>Reviewing and leading plan design, underwriting of legal plan documents, identifying non-standard product and service requirements</p></li><li><p>Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps</p></li><li><p>Providing subject matter expertise on retirement and benefit issues during the sales and rebid process.</p></li><li><p>Presenting Fidelity’s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations.</p></li><li><p>Collaborating with prospective clients and representing the Fidelity value proposition as part of the broader solution offering.</p></li><li><p>Catalyzing change within the team and business unit with an eye for customer needs.</p></li><li><p>Providing real time market feedback to product, systems, and marketing organizations</p></li></ul><h3><strong>The Team</strong></h3><p>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.</p>The base salary range for this position is $118,000-$189,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

VP, Solution Architect- Non-Qualified Retirement Plans

<h3>Job Description:</h3><p>As a Health &amp; Welfare (H&amp;W) Benefits Administration Squad Leader, you blend benefits administration knowledge/experience, leadership, and product development experience with a passion for creating customer value and delivering results. As the product owner you are the end-to-end gatekeeper of the scrum team mission, strategy, and tactical execution associated with delivering on strategic priorities – specifically, delivering solutions that drive value to existing benefits administration clients and the operations and servicing teams that support them.</p><p>In a hybrid agile structure, you will partner with other Fidelity leaders to influence broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features and ensure respective products or services are available, stable, performant and supported when required and related cost and maintenance is managed. You will ensure alignment on the what and when work is to be performed through ongoing planning and prioritization of a product backlog. You will coordinate end-to-end work across squads, and enable them to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.</p><ul><li>Providing leadership for and direction to squads that are focused on driving value to existing clients and client servicing teams. The areas of focus are broad, including but not limited to:<ul><li>Benefits administration recordkeeping and financial accounting capability improvements</li><li>Implementation of end-to-end capabilities in support of evolving industry trends and regulations</li><li>Partnering with other squads to deliver improvements in the participant and sponsor digital experience</li></ul></li><li>Defining, refining, and communicating the product area roadmap to motivate and build team and partner support and alignment</li><li>Making decisions that can impact business results with guidance from partners and leaders. Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of multiple squads</li><li>Measuring performance against established objectives and metrics that deliver on agreed upon business, technology, and people results</li><li>Defining, evaluating, and communicating results against acceptance criteria. Engaging with stakeholders regularly to monitor and share progress.</li><li>Inspecting and evaluating progress, and removing impediments</li><li>Collaborating and coordinating with Chapter Leaders and others to build squad capacity and capability and enabling squad member growth, development and learning</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li><li>Maintaining an understanding of client and market needs, preferences, and priorities</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; master’s degree preferred</li><li>Scrum Product Owner Certification (CSPO) and/or Certified Employee Benefit Specialist (CEBS) or similar designations are a plus</li><li>7+ years in product management, technology and/or business.</li><li>At least 7 years’ in-depth experience in the Health &amp; Welfare outsourced administration services business, including familiarity with voice of customer and regulatory environment, preferred</li><li>Experience designing, developing and maintaining dynamic products and solutions</li><li>Hands-on agile leadership experience.</li><li>Jira and Jira Align experience preferred</li><li>You take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered</li><li>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these</li><li>You have a strong focus on execution and identify, communicate and remove impediments to progress</li><li>You are strong at driving planning, execution, and tracking progress across cross-functional teams</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You continuously improve and encourage an agile way of working</li><li>You establish and maintain unquestioning relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</li><li>You are intellectually curious and model a culture of continuous learning, mentoring and coaching</li><li>You have or are committed to developing a balance of technology and non-technology skills in order to fully appreciate the broad needs of our customers</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p><strong>The Team </strong></p><p>You work in partnership with the H&amp;W Current Benefits Administration Product Area Leader, the Fidelity Health Operations team, as well as the squad members and Chapter Leaders aligned to your squads. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture. </p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

Squad Leader -  Health & Welfare Benefits Administration

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>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. </p><h3>The Expertise We’re Looking For</h3><ul><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>1-3 years in financial services with an emphasis in providing an excellent customer experience</p></li><li><p>Planning experience and knowledge of financial markets and products</p></li><li><p>Strong social skills and the ability to deliver highly personalized service to each client</p></li><li><p>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</p></li><li><p>Ability to think creatively and be comfortable making decisions with the support of your team</p></li><li><p>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</p></li></ul><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Skills You Bring</h3><ul><li><p>You are able to facilitate setting targeted appointments that improve engagement with clients</p></li><li><p>You are client oriented and bring great perspective on financial planning</p></li><li><p>You have a vested interest in being an advocate for your clients</p></li><li><p>You are professional with a polished communication style compatible with high net worth clientele</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></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><p>You are key to the Fidelity relationship strategy</p></li><li><p>Deepening client relationships through long term mentorship</p></li><li><p>Collaborating with the Relationship Manager team company wide</p></li><li><p>Being responsible for the client contact strategy</p></li><li><p>Building long-lasting meaningful relationships with clients</p></li></ul>The base salary range for this position is $57,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager- Morristown, NJ

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>You are a seasoned scientist with a deep understanding of GenAI, and a burning desire to unlock its mysteries in the context of a professional domain such as finance. You are excited about this once-in-a-lifetime opportunity to completely rethink the foundations of your subject area (Computer Science, AI, Finance) around an epoch-defining new technology (in this case, GenAI). You are at home in an applied technical group conceiving of, building and delivering first-of-a-kind knowledge-based applications. You have excellent collaboration skills and revel in working as part of a team to solve deep applied problems.</p><p>You will have:</p><ul><li>You have a PhD or Master's in AI/ML, Computer Science or Finance (with a background in Machine learning), with 5+ years plus of industrial experience. </li><li>An understanding of how innovative LLMs can be induced to use explicitly supplied structured and unstructured information, their implicit world knowledge and their slow-thinking abilities to solve domain-specific problems (such as extraction, evaluation and comparison or argument structure in investing domains). </li><li>A grasp of logic- and ML-based AI techniques for knowledge extraction, representation and reasoning. Expertise in combining symbolic, logic-based representations (e.g. knowledge graphs, ontologies) with informal, text-based domain content to solve business problems</li><li>An understanding of how to deliver into production GenAI applications that can reliably process information in open-ended settings, e.g. by playing off innovative LLMs (from OpenAI, Google, Anthropic) against each other.</li><li>A track record of managing the "exploration vs exploitation" tradeoff to deliver innovative solutions for first-of-a-kind problems</li><li>Deep expertise in Python, data-centric AI (ML) techniques, particularly as applied to text, tables, documents. Excellent knowledge of standard tools of the trade for machine learning engineers.</li></ul><p><br><strong>The Team</strong></p><p>We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals in Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.</p><p>These tasks includes summarizing documents (from different points of view), answering questions about passages, extracting terms from documents, comparing extracted information across time, across deals, consolidating and restating agreements (with their amendments), identifying trends, monitoring changes in the state of the world that are relevant to a particular professional, generating plausible scenarios, analyzing and decomposing into factors, generating reports. Assistants are personalized to their principal, deliver results with high quality, and are expected to get better over time, with increased interaction with their principals and with the world.</p><p><strong>Company Overview</strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>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.</p><p>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.</p>

VP, Data Science - GenAI

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>Do you have a solid understanding of regulatory reporting requirements for registered investment companies and alternative products? Would you be interested in participating in the implementation of new regulatory reporting requirements and improving processes by streamlining and introducing automation? If this sounds like you, this job is for you! This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall. </p><p>In this role, you will leverage your analytical stills, knowledge of accounting and financial reporting, attention to detail, and project management skills combined with strong interpersonal skills to partner with technical, oversight, business partners, operation leaders and operational associates to ensure scalable, effective and accurate time-sensitive reporting and filings required for shareholders and regulators. You will also coach and mentor staff to achieve high-quality results, adhere to process controls to proactively mitigate risk and manage a backlog. Your ability to work within a team and under pressure to meet deadlines will be essential to our success and in helping to support the service line’s overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity’s products. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Bachelor’s degree or equivalent with 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting, with Digital Assets / Alternative products preferred. </p></li><li><p>Strong understanding of SEC regulatory reporting requirements, including <strong>Form N-PORT</strong>, <strong>Form N-MFP</strong>, and <strong>Form N-CEN </strong>(preferred)</p></li><li><p>Solid understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment </p></li><li><p>Focus on innovation – ability to identify and drive forward ways to improve and automate current processes </p></li><li><p>Ability to work with all levels of management and influence high impact decisions quickly and accurately </p></li><li><p>Ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory and technology environment. </p></li><li><p>Strong understanding of workflows and requirements of internal and external business partners and systems applications </p></li><li><p>Experience with helping to define and understand the environmental impacts of initiatives too anticipate and coordinate operational readiness </p></li><li><p>Excellent written and verbal communication and strong presentation capability </p></li></ul><p><strong>The Team</strong> </p><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of developing reporting solutions for Fidelity’s new investment products, including alternative investments, while incorporating new and changing regulations and implementing a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success! </p><p><strong>#FFIOALTS</strong></p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>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.</p><p>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.</p>

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