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<h3>Job Description:</h3>Senior Manager, Product AnalystThe RoleBased in Boston, the Senior Manager, Product Analyst is a key member of the Fidelity Investments Life Insurance (FILI) growing product team that supports the development and management of annuity and life insurance products to provide value to Fidelity customers. The product team is responsible for managing the existing product portfolio and exploring new product opportunities to grow and scale the business. This role will help deliver quantitative and strategic insights to FILI's product team. The ideal candidate must have strong analytical skills, strategic thinking and clear communication.<ul><li>Responsible for on-going product analytics across life and annuity product categories, including collecting, analyzing and distilling company data and market data into actionable insights.</li><li>Communicate and present findings and recommendations based on data driven insights to product owner(s) and senior leadership team.</li><li>Collaborate with product owner(s) to provide on-going business updates to key internal and external stakeholders through the development of presentation materials and reports that outline status, key challenges and next steps across product categories.</li><li>Partner with product team to develop market insights and conduct product research (e.g. product features, pricing, contract provisions etc.) to deliver insights to support the development of the long-term product roadmap and strategy</li><li>Drive collaboration with enterprise partners to obtain relevant internal data, drive strategic analysis and insights as critical input to develop product strategy, pricing and roadmap</li><li>Support the evaluation of product features and/or enhancements for existing products based on customer needs, business impact, and internal strategic alignment</li><li>Support strategic initiatives and the building of business cases to help grow existing products and expand into new product categories</li><li>Provide on-going support to the broader team on internal and external stakeholder management related activities related to product</li><li>Support the relationship management with external data partners.</li><li>Utilize problem-solving skillset to support key business challenges and opportunities in collaboration with product actuaries, internal and external business partners</li></ul>The Expertise and Skills You BringWe are seeking candidates who have the following minimum qualifications:<ul><li>Intellectually curious and fast learner who can generate ideas to solve business problems.</li><li>Thrives in a fast-paced environment, high standards for performance with a continuous improvement mindset.</li><li>Expert in Microsoft Excel and PowerPoint to conduct quantitative and strategic analysis. Strong user of other Microsoft products</li><li>Excellent verbal and written communication skills to clearly articulate the insights from findings to senior management and relevant stakeholders.</li><li>Adapt at leading and engaging with multiple projects / initiatives at once</li><li>Ability to collaborate with cross functional teams</li><li>3-10 years of relevant industry work experience (e.g., Management Consulting, Strategy, Data Analysis, Data Science, Business and Finance)</li><li>Experience in Annuity and Life insurance is highly preferred</li><li>Experience in data tools (e.g. SQL) and analytics tools (e.g. Tableau, Power BI) is highly preferred</li><li>BA/BS required</li></ul>The TeamOutstanding opportunity to join a newly formed team at FILI. The growing FILI Product Team is a dynamic group that supports the development and management of new annuity and life insurance products to provide value to Fidelity customers. FILI provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Senior Manager, Product Analyst

<h3>Job Description:</h3>Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience?If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.<h3>The Team</h3>We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of CKSI (Customer Knowledge &amp; Strategic Insights), you'll be embedded in a business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience. This is an individual contributor role.<h3>The Skills You Bring</h3><ul><li>Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.</li><li>Delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.</li><li>Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li></ul><h3>The Expertise We’re Looking For</h3><ul><li>5+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.</li><li>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik etc.</li><li>Experience using and querying big data technologies such as Snowflake, Athena, etc.</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><h3>The Value You Deliver</h3><ul><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li><li>Delivering data-driven and actionable insights to enable objective, informed business, and product decisions</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3>The DepartmentQRI is an investment division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis. Data Science Internships within Fidelity’s Asset Management division give students the opportunity to do just that. These groups are seeking students with technical backgrounds who are interested in using those skills to assist our decision-making processes.Education and Experience <ul><li>Class of 2027 Master’s or PhD degree – Class of 2027, 2028 PhD, Masters or Bachelor’s Degree in a technical area.</li><li>Demonstrated experience/interest/skill in data science analysis, data visualization or research.</li><li>Academic or intellectual interest in financial markets.</li><li>Excellent communication, presentation, and writing skills, as well as the ability to clearly articulate findings.</li><li>Field(s) of study must be in a technical area (STEM) and/or Finance/Economics with a strong programming background.</li></ul>Data Science InternshipThe Data Science Intern will work closely within the Advanced Strategies and Research Team to provide unique analysis supporting research analysts and portfolio managers.Responsibilities include:<ul><li>Using mathematic, economic and data science techniques to collect, process, and analyze alternative data sets</li><li>Developing knowledge and insights from large and/or unstructured data sets</li><li>Web scraping, text analytics, and automated reporting</li><li>Assisting with various projects to support company-specific work</li><li>Use resources including Wall Street contacts and internal groups like data and systems support, market data, and research services</li></ul>Skills and Knowledge<ul><li>We are seeking students who are skilled in modern analytical techniques (e.g. Python, pandas, scikit-learn, LLMs, etc.)</li><li>Excellent oral and written communication skills</li><li>Strong analytical, quantitative, and problem-solving skills</li><li>Must be able to code in Python and should have exposure to SQL/databases</li></ul>Location:Boston, MAIntern Program DatesJune 1st, 2026 – August 7th, 2026 (*Candidates must be available for the full duration of the program*)<h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Quantitative Research Intern- Data Science ASR Team

<h3>Job Description:</h3>The DepartmentQuantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.Quantitative Sustainable Investing InternshipThe Quantitative Sustainable Investing team works with analysts and portfolio managers across QRI, as well as stakeholders across Asset Management to conduct research and development on quantitative factors, models, and ratings and deliver portfolio construction and risk analytics to support Fidelity’s funds and research efforts.Education &amp; Experience Requirements<ul><li>Currently enrolled in a master’s degree program, with expected graduation no earlier than December 2026</li><li>Proficient in one or more of the following: Python (preferred), R, or SQL</li><li>Demonstrated interest and experience in quantitative analysis or research</li><li>Strong academic background in financial markets</li><li>Proven ability to communicate insights effectively through both written and verbal presentations</li><li>Skilled in critical thinking, collaboration, and clear articulation of complex ideas</li></ul>Responsibilities include<ul><li>Partnering with other quant researchers to evaluate complex data</li><li>Developing new models to facilitate the research and portfolio construction process</li><li>Collaborating with team members and portfolio managers on the design of sustainable investment strategies</li><li>Developing new analytical tools to incorporate sustainability considerations into the portfolio management process</li></ul>LocationBoston, MAIntern Program DatesJune 1st, 2026 – August 7th, 2026 (*Candidates must be available for the full duration of the program.*)<h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Quantitative Research Intern- Sustainable Investing Team

<h3>Job Description:</h3>The Role As a member of the Fidelity Digital Assets, LLC (“FDA”) Compliance team, this role will serve as an informed and trusted business partner, who promotes an environment of ethical conduct and dedication to compliance, regulatory and legal obligations. This role on the Compliance Governance and Oversight Team, will support compliance oversight of FDA, collaborating closely with many teams within FDA and across the Fidelity organization, such as Wealth &amp; Brokerage, Fidelity Institutional, and Workplace Investing. You Will: <ul><li>Collaborate with the other teams to supervise and provide oversight of compliance activities owned by affiliate service providers. </li></ul><ul><li>Participate in leading the development of formalized governance oversight activities including issues management, compliance training, and program enhancement management. </li></ul><ul><li>Develop, implement, and maintain comprehensive compliance policies and procedures that align with both regulatory obligations and organizational objectives. </li></ul><ul><li>Coordinate, improve, and build management reporting systems to highlight compliance status and raise critical issues to senior leadership. </li></ul><ul><li>Understand and communicate the strategic vision and compliance road map </li></ul><ul><li>Partner with international compliance teams to support compliance readiness </li></ul><ul><li>Assist Regulatory Management in responding to relevant regulatory matters and building positive relationships with regulators. </li></ul><ul><li>Partner with compliance areas like AML, Risk, Records Management, Cybersecurity, and Privacy Programs, to ensure that FDA is meeting internal and external requirements. </li></ul><ul><li>Remain up-to-date on regulatory changes and landscape, standard methodologies, and new developments in the industry. </li></ul><ul><li>Promote compliance awareness through training and education. </li></ul>Experience You Bring: <ul><li>8+ years of combined experience in Compliance, Risk, and Legal </li></ul><ul><li>Strong people management with experience managing teams </li></ul><ul><li>4-year college degree required, MBA or JD is a plus </li></ul><ul><li>Have a strong understanding of banking regulation including both Federal and State banking requirements, Regulation E, UDAAP, and AML/BSA </li></ul><ul><li>Strong attention to detail, with strong analytical, organizational, and problem-solving skills </li></ul><ul><li>Positive relationship skills; ability to articulate well, coordinating across various teams, including Legal, Operations, Risk and Audit </li></ul><ul><li>Ability to influence key decision makers through a combination of knowledge, reasoning and relationships </li></ul><ul><li>Ability to work efficiently in a fast paced, complex regulatory environment. </li></ul>The Team This team reports to the Chief Compliance Officer for Fidelity Digital Assets, a full-service, enterprise grade platform for securing, trading, and supporting investments in digital assets. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. 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. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” We invite you to Find Your Fidelity at fidelitycareers.com. 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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3. <h3>Certifications:</h3><h3>Category:</h3>ComplianceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Compliance Governance and Oversight - Fidelity Digital Assets

<h3>Job Description:</h3>VP, Brokerage Customer and Offering Strategy The VP, Self-Directed Investing Offering Strategy, will play a pivotal role in shaping the future of our brokerage business. This individual will lead the development and execution of customer-centric strategies, drive innovation in our product and service offerings, and ensure we deliver exceptional value to our self-directed brokerage customers. The ideal candidate is a visionary leader with deep brokerage industry experience, and a proven track record of strategic execution. Key Responsibilities <ul><li>Develop and implement a comprehensive brokerage customer strategy to drive acquisition, engagement, retention, and satisfaction </li></ul><ul><li>Lead the design and evolution of new self-directed brokerage and investment solutions, ensuring alignment with market trends, customer needs, and regulatory requirements. </li></ul><ul><li>Lead our Family Engagement and Generational Wealth Transitioning strategy. Analyze customer data, market research, and competitive intelligence to identify opportunities for growth and differentiation </li></ul><ul><li>Collaborate with product, marketing, technology, compliance, and operations teams to deliver seamless and innovative customer experiences, including go-to-market, value proposition, and fulfillment plans </li></ul><ul><li>Champion a culture of experimentation and speed to market </li></ul><ul><li>Monitor and report on key performance indicators, provides insights and actionable recommendations and business cases to senior leadership </li></ul>The Skills and Expertise You Bring <ul><li>Bachelor’s degree required; MBA or equivalent is preferred. </li></ul><ul><li>Series 7 or 24 preferred </li></ul><ul><li>Product and offering concept development, experimentation, and road map planning </li></ul><ul><li>10+ years of experience in brokerage, wealth management, or financial services, with a focus on customer strategy, product management, or offering development </li></ul><ul><li>Demonstrated success in leading cross-functional teams and driving strategic initiatives </li></ul><ul><li>Deep understanding of brokerage products, customer segments, and regulatory landscape </li></ul><ul><li>Strong analytical, problem-solving, and communication skills </li></ul><ul><li>Proven ability to influence at all levels of the organization and build strong business partner relationships </li></ul><ul><li>Data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses. </li></ul><ul><li>Committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers. </li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team Our primary purpose is to help millions of customers become better, more confident investors so they can achieve their financial goals. The Self-Directed Investing Team is accountable for understanding the needs of a broad spectrum of investors and developing new offerings that will create differentiated value. We are responsible for driving top-line growth of the brokerage business, as well as partnering across Fidelity to ensure each individual customer and their families are aware of the full brokerage value proposition. <h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

VP, Self Directed Product Strategy

<h3>Job Description:</h3>The Role You’ll lead initiatives that are fundamental to growing Fidelity’s share of the vast and diverse self-directed investor market. You’ll become an expert in key customer markets by analyzing customer data, research and competitive intelligence; drive business growth through strategies that both meet the market needs of today and tomorrow; and execute short- and long-term plays in partnership with design, product, marketing, compliance, technology, digital and live channels. The Expertise and Skills You Bring You possess a strong passion for product development, innovation and strategic storytelling. You thrive in white or gray space and take initiative to figure it out and bring others along. You have a track record of mobilizing people from various teams toward a common objective through facilitative leadership, iterative thinking, and a collaborative workstyle. You have broad business knowledge of Fidelity’s diverse offerings for retail investors and the markets we serve; but you also think beyond traditional financial services and apply best digital product thinking to our work. Additionally: <ul><li>Experience driving customer analysis and research through hypothesis driven critical thinking</li><li>Experience leading end-to-end experiments from hypothesis through design / develop through measurement </li><li>Strong communication skills that help align partners and stakeholders and inspire confidence </li><li>Investment strategy knowledge / relevant certifications a plus </li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The Team Self-Directed Investing team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill or appetite. <h3>Certifications:</h3><h3>Category:</h3>Business StrategyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Business Strategy Director, Self-Directed Investing

<h3>Job Description:</h3>Job Title: Vice President, Real Estate Investments The RoleThe VP, Real Estate Investments will partner with the Head of Direct Real Estate and the Direct Real Estate Investment Team to execute on a plan to acquire commercial real estate in the US on behalf of various FMR fund vehicles. This will include sourcing the opportunity, managing the financial and market underwriting, negotiating with the seller, presenting the opportunity to the Investment Committee, running the due diligence process, closing the transaction and leading the property-level financing process as required.Primary Responsibilities:<ul><li>Source real estate investment opportunities that meet portfolio criteria (asset class and risk/return) across target markets through existing network or broker relationships</li><li>Review and underwrite potential investment opportunities</li><li>Negotiate and structure real estate acquisitions and property level financing</li><li>Prepare analysis of opportunity and materials for investment committee approval, present opportunities to investment committee for approval</li><li>Review and approve legal, operational, environmental, engineering and appraisal reports created as part of the due diligence process</li><li>Contribute valuable knowledge of US real estate markets</li><li>Build and maintain appropriate pipeline of opportunities</li><li>Manage and develop investment analysts and associates</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; MBA preferred </li><li>Minimum of 15 years work experience in commercial real estate required; majority within investment roles </li><li>Strong professional relationships throughout the US real estate industry</li><li>Recent relevant investment experience in US commercial real estate across various asset classes; Asset Management experience a plus </li><li>Strong writing, financial analysis and presentation abilities </li><li>Ability to evaluate real estate and real estate markets </li><li>Management and leadership skills necessary to implement a new product/strategy within Fidelity </li><li>Critical, objective thinker that can analyze an opportunity and make a quick decision </li><li>Collaborative, results driven leader</li></ul>The TeamFidelity Investments has established a team in Boston, Massachusetts to develop, launch, and manage direct real estate products for Fidelity’s customers.<h3>Certifications:</h3><h3>Category:</h3>Private EquityMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

VP,  Investment Officer Direct Real Estate

<h3>Job Description:</h3>The Vice President, Relationship Management Team Lead (Team Lead) has overall accountability for a team of 10-15 Managing Directors that oversee Workplace Investing client relationships which are primarily for 401(k) recordkeeping.The position involves establishing, upholding, and expanding solid and dependable client connections with important decision-makers, influencers, and C-suite committee members. The Team Lead oversees a team of service-oriented employees and partners from across the company to address client demands and solve challenges, as well as assists institutional clients in running a successful benefits program to enhance the welfare of their staff.The Expertise You Have<ul><li>College degree preferred.</li><li>Relationship management experience preferred.</li><li>Management experience preferred.</li><li>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</li><li>Strong proven negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing</li><li>Ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses</li><li>Strong revenue management and overall financial acuity</li><li>Lead multiple, sometimes conflicting priorities, balancing the needs of the client and the organization</li><li>Leadership, mentoring, and career developments skills with a tenured team of professionals</li><li>Validated consultative sales skills</li><li>Experienced presentation, meeting management, and interpersonal skills</li><li>In partnership with Core Market Segment Leadership, develop and execute strategy and goals for organization that produce year-over-year profitability.</li><li>Accountable for retention, client loyalty, and revenue opportunities of assigned territory.</li><li>Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, and Procurement.</li><li>Serve as a senior point of contact for key Plan Sponsor and Advisor clients; address client issues and mitigate risk</li><li>Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team. Collaborate with MD, Sales (when applicable) and other business partners in these retention activities.</li><li>Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Serve as functional liaison for optimally representing client and organizational interests with senior leaders across Fidelity.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Proactively nurture relationships with desired feeder organizations (internal and external) to produce and maintain a talent pipeline.</li><li>Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client presentations.</li></ul>The Value You Deliver<ul><li>In cooperation with Core Market Segment Leadership, develop strategy and goals for organization that produce year-over-year profitability.</li><li>Develop and maintain strong client relationships (along with MD), including multiple constituencies including HR, Treasury, Legal, and Procurement.</li><li>Provide leadership and support for all team-based client re-pricing, renewal, and competitive rebid activity.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Ensure that team is aligned with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature and client</li></ul>The TeamThe Team Lead will manage 10-15 Managing Directors (MD) with approximately $10-12B in assets under administration across ~500 clients. MDs are also responsible for a portfolio of multi-product client relationships that span services such as Defined Contribution, Managed Accounts, Self-Directed Brokerage, and Health Savings Accounts.<ul><li>The position involves extensive and ongoing client contact with senior-level client decision makers (CFO, CEO, VP of HR) of existing and prospective customers, placing a premium on executive presence, benefits and financial services acuity, and consultative sales skills.</li><li>Responsible for the overall strategy of the territory in order to improve business results.</li><li>Focus areas include client retention and dedication, revenue growth, cross selling, and relationship risk mitigation strategies.</li><li>Additional management duties include associate development, performance evaluation, compensation planning and hiring.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Relationship Management Team Leader

Company Description By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.Why join Harvard University Central Administration?Harvard University's Central Administration (CADM) is a 5,000+ employee organization that supports the university's overall excellence by understanding and serving the needs of its schools, students, faculty, staff, alumni, and surrounding communities. Through dynamic and collaborative partnerships, CADM provides high-quality and efficient services to the schools to help them achieve their goals. Job Description Engineering and Utilities (E&amp;U) is responsible for Harvard’s complex utility infrastructure, managing the purchase and operation of energy resources, and providing specialized engineering and technical services for the Cambridge and Allston campuses. The group manages Harvard’s utilities systems (steam, chilled water, hot water, electric power, natural gas, fuel oil, water and sewer), operates the Blackstone Steam Plant, the District Energy Facility, and the two Cambridge campus chilled water plants, and provides professional engineering and technical services. This position provides primary support to the Utility Administration Group and secondary, broad range administrative support to all areas within E&amp;U, including operations, engineering, and general administration. It is anticipated and intended that specific duties and assignments will vary to provide flexibility in meeting business needs.Job-Specific Responsibilities: <ul><li>This position is responsible for facilitating and overseeing a successful internal billing process each month for all utilities consumed by the University, including electricity, chilled water, hot water, steam, natural gas, water &amp; sewer, and fuel oil.</li><li>Directly responsible for compiling and reviewing usage data from nearly 1,000 internal utility meters and a dozen or so major utility vendor meters. Includes downloading most usage data as well as manually entering remaining, confirming all data accuracy, estimating missing/erroneous meter usage data, and alerting operations personnel to any anomalies.</li><li>Administers the monthly internal chargeback process for all utilities. Executes processes in EnergyCAP billing system to allocate meter usage and calculate remainder meters. Verifies accuracy and completeness of data, then runs bill generation process to send cost recovery charges to the Harvard General Ledger application each month as part of the monthly University accounting close. Annually include charges for Utility Administration fees.</li><li>Performs duties of EnergyCAP key user on monthly and annual basis as needed. Manages databases for rate plans, vendors, bill formats, accounting codes, custom fields, allocation percents, and chargeback formulas. Ensures other team members accurately manage accounts, organizations, buildings, and meters.</li><li>Creates and maintains spreadsheet-based tools to supplement the input/output capabilities of EnergyCAP, including, reformatters for vendor-provided billing files, bill tracking tools, batch verification tools, monthly billing review reports, and remittance advices.</li><li>Supports reporting needs of end users and E&amp;U executives, enabling them to verify usage, cost and operations are within acceptable ranges. Supports E&amp;U and other unit executives with financial analyses of vendor rate plan options. Assists in the development of future utility rate guidance provided to Harvard schools and units for internal budgeting purposes.</li><li>Analyzes utility vendor rate plan proposals submitted to the Massachusetts Department of Public Utilities to determine impacts to EnergyCAP setup. Recommends and implements changes to EnergyCAP setup to accommodate new rate plans and billable charge types.</li><li>Coordinates with other Harvard units, particularly Environmental Health &amp; Safety and the Office for Sustainability, to provide them with the utility usage data they need to fulfill their mission and to satisfy government reporting requirements.</li><li>Oversees and advises other billing team members as needed regarding use of EnergyCAP and associated tools, utility industry terminology and practices, and department processes. Participates in department cross-training to provide backup for all support staff functions in E&amp;U.</li><li>Successfully identifies, analyzes, and solves problems in a positive manner; willingly shares knowledge so that others may be cross trained; addresses problem issues head-on in a proactive manner. All communications and support must be done in a professional manner.</li><li>Participates in the establishment and implementation of office policies and procedures required to meet departmental goals. This includes the review of existing processes and procedures, and the development and implementation of new processes and procedures. Provide records management functions on a variety of documents.</li><li>&nbsp;All functions to be performed in full compliance with established policies and procedures and all work in an efficient and accurate manner such that the task is accomplished in the specified time frame and with the desired outcome/result.</li><li>May participate and/or serve on Campus Services committees and task forces.</li><li>Performs related job duties or other assignments as required or directed.</li></ul>Working Conditions: <ul><li>This is an on-campus position (not hybrid or remote) based in Cambridge, Massachusetts. &nbsp;Work location is responsive and subject to change based on business needs.</li><li>Emergency Designation:&nbsp;Critical Personnel (Note: Under certain circumstances, as determined by Campus Services management, required to provide on-site support during emergency situations.)</li></ul> Qualifications Basic Qualifications: <ul><li>Minimum 3 years of experience in utility administration required; relevant training or a related college degree may be considered as a substitute for experience. &nbsp;</li><li>At least 3 years of office or administrative experience required.&nbsp;</li><li>Demonstrated, in-depth proficiency with databases, spreadsheets, and Microsoft Office applications.</li></ul>Additional Qualifications and Skills: <ul><li>Must have excellent communication (verbal and written) and interpersonal skills and the ability to work effectively and independently in a fast-paced environment. &nbsp;</li><li>Must be able to manage multiple responsibilities, set priorities, take initiative, and meet deadlines.&nbsp;</li><li>Must be detail oriented and have the ability to complete tasks accurately. &nbsp;</li><li>Previous customer service experience preferably.</li></ul> Additional Information <ul><li>Standard Hours/Schedule: 40 hours per week</li><li>Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position</li><li>Pre-Employment Screening: Identity, Criminal</li><li>Other Information: The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up-to-date on CDC-recommended vaccines.</li></ul>Work Format DetailsThis position is based on-site at a Harvard campus location. Additional details will be discussed during the interview process. Certain visa types may limit work location. Individuals must meet work location sponsorship requirements prior to employment.&nbsp;
Salary Grade and RangesThis position is salary grade level 056. Please visit &nbsp;<a href="https://hr.harvard.edu/salary-ranges" target="_blank">Harvard's Salary Ranges</a>  to view the corresponding salary range and related information.&nbsp;
BenefitsHarvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:&nbsp;<ul><li>Generous paid time off including parental leave&nbsp;</li><li>Medical, dental, and vision health insurance coverage starting on day one&nbsp;</li><li>Retirement plans with university contributions&nbsp;</li><li>Wellbeing and mental health resources&nbsp;</li><li>Support for families and caregivers&nbsp;</li><li>Professional development opportunities including tuition assistance and reimbursement&nbsp;</li><li>Commuter benefits, discounts and campus perks&nbsp;</li></ul>Learn more about these and additional benefits on our <a href="https://hr.harvard.edu/benefits-wellbeing" target="_blank">Benefits &amp; Wellbeing Page</a>.&nbsp;
EEO/Non-Discrimination Commitment StatementHarvard University is committed to <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal opportunity</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination</a>. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.Harvard has an <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a>. Harvard's <a href="https://hr.harvard.edu/sites/g/files/omnuum6281/files/2025-04/reaffirmation_statement.pdf" target="_blank">equal employment opportunity policy</a> and <a href="https://provost.harvard.edu/sites/g/files/omnuum3356/files/2025-07/non-discrimination_and_anti-bullying_policies.pdf" target="_blank">non-discrimination policy</a> help all community members participate fully in work and campus life free from harassment and discrimination.

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