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<h3>Job Description:</h3>Job TitleIT Audit Manager The Role Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an IT Audit Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </li></ul><ul><li>Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </li></ul><ul><li>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus. </li></ul><ul><li>5-7 years of experience in performing and leading complex information technology audits, preferably financial services. </li></ul><ul><li>Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas. </li></ul><ul><li>Knowledge of authentication, authorization, and credential management. </li></ul><ul><li>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation. </li></ul><ul><li>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong technical problem solving and data analytical skills. Scripting and automation experience would be a plus. </li></ul><ul><li>Commitment to innovative, collaborative, and digital working style. </li></ul><ul><li>Strong presentation, written, and interpersonal communication skills. </li></ul><ul><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li></ul><ul><li>Curiosity and hunger to learn. </li></ul>The Team The IT Audit Manager will be responsible for performing complex technology and/or business-integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li></ul><ul><li>Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function. </li></ul><ul><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </li></ul><ul><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </li></ul><ul><li>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </li></ul><ul><li>Coaches and mentors Analysts and Senior Analysts on the team. </li></ul><ul><li>Builds deep working relationships with audit teams and clients. </li></ul>The base salary range for this position is $76,000-$144,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Audit

Fidelity Investments

IT Audit Manager

<h3>Job Description:</h3>The RoleAs the Data Analysis and Insights Chapter, we support the Data Domain by blending expertise in business intelligence and analytics with a passion for delivering results. In an agile structure, we partner with squads and business partners to deliver specific product features and ensure respective products or services are designed to the optimal standard. We ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. We collaborate as squad members and work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. We are committed to developing our own expertise and knowledge to ensure we bring the latest thinking to our roles.The Senior Manager, Data Analysis and Insights acts as a domain expert who proposes and delivers targeted research and analytics required to support business decision making. This role leads complex projects with a functional divisional impact, demonstrates strategic thinking, tactical planning, and has strong business intelligence technical skills. This role serves as a strong business communicator with senior leaders, sponsors, and peers, collaborating with them to create key findings for sophisticated business problems. The Senior Manager is an individual contributor and does not directly oversee staff.The Expertise and Skills You Bring<ul><li>Bachelor’s or equivalent Degree with 6+ years of experience working with business intelligence solutions</li><li>Passion for using data in creative ways that tell a story and drive an impactful result</li><li>Demonstrated experience in analytical thinking, influencing, and problem solving</li><li>Expertise with data workflow tools, solid understanding of data and database concepts, tools, and technologies with ability to optimize and drive scale</li><li>Solid understanding of the BI product life cycle and proven experience working with large data sets</li><li>Experience serving as a change agent and influencer helping end users adopt innovative approaches to business intelligence and data driven culture</li><li>Proven knowledge and applied professional experience with multiple BI (Business Intelligence) and analytical tools such as Alteryx, Tableau, and Power BI</li><li>Experience with writing and decoding SQL</li><li>Takes a consultative approach understanding needs of others and regularly communicating ideas or suggestions in terms that lead to actionable outcomes and building lasting partnerships with stakeholders</li><li>Using fact-finding, effective questioning techniques, and diagnostic tools to identify and analyze problems</li><li>Developing and implementing quick turnaround ad-hoc queries to research and understand factors that may be impacting business performance</li><li>Agile experience, preferred</li><li>Presentation experience to Executive and Senior Leadership, preferred</li><li>Financial services experience, preferred</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamWe collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile culture.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Data Analytics and Insights

<h3>Job Description:</h3>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 40-50 client relationships that may range $10 – 20M+ in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.<h3>The Role</h3>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~25% of travel.<h3>The Expertise You Have</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><h3>The Skills You Bring</h3><ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>You have experience working with Financial Advisors.</li></ul><h3>The Value You Deliver</h3><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li> Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s “trusted advisor” in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Building and developing strong working relationships internally.</li></ul><h3>The Team</h3>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>The RoleAre you passionate about driving organizational change? Do you enjoy consulting with your business partners on human behavior to develop solutions that support the associate in adopting the changes in the most effective way possible? Come join an exciting team of Organizational Change Management practioners that drive change management best practices across the Fidelity Technology landscape. The Enterprise Technology Change Management Center of Excellence focuses on our high priority Technology initiatives, planning, managing and executing against the programs change management workstream to deliver consistent human centered organizational change solutions in support of our associates.As part of the Change Management Center of Excellence, (CM COE) within the new Strategic Program Management Office under Fidelity Technology Strategy and Planning, the Change Management Leader will plan, manage, develop, and execute organizational change strategies, including partner and sponsorship activities, communication plans, training solutions and measurement activities.The CM COE is essential to the success of driving enterprise organizational change capabilities in alignment with Fidelity’s technology strategy and the overall focus and vision of the Strategic Program Management Office. This role will drive consistency in the enterprise change approach through a centralized change model by ensuring consistent practices and change strategies.Fidelity’s technology strategy presents changes across people, process and technology, with much of the technology change centered around an overhaul to the firm’s foundational technologies that will enable our transformation to a digital company. In addition, several ongoing change events are impacting Fidelity’s technology community. As we move into the execution phase for these change events, we need to build energy across the associate community and clarity of how the work connects to the strategy to ensure successful execution while also driving adoption.The Expertise and Skills You Bring<ul><li>5+ years organizational change management experience</li><li>Leading strategic end-to-end enterprise-wide organizational change initiatives</li><li>Solid experience addressing associate needs associated with large scale enterprise-wide Technology programs; implementations, enhancements, migrations, etc.,</li><li>Skilled program planning of change management workstream; including communications, learning, implementation, measurement, and adoption strategies</li><li>Developing end-to-end change management strategies and deliverables, driving results through matrixed teams, demonstrating the use of standard methodologies</li><li>Ability to work with all levels of the organization, especially with senior leaders, to champion and apply best practices</li><li>Outstanding leadership presence, ability to influence senior leadership across business units and enterprise landscape, communication, conceptual thinking, and problem-solving capabilities</li><li>PROSCI, CCMP or other industry change management certification preferred</li><li>Excellent consulting skills, written and verbal communication skills, and coaching skills</li><li>Proven track record of operating in a dynamic and fast paced environment</li><li>Self-motivated standout colleague who brings energy and passion to the team</li><li>Solid understanding of Agile methodologies and experience using agile tools (Jira, Confluence) a plus</li><li>Demonstrated PowerPoint / graphic design skills a plus</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamThe Change Management COE supports the high-priority strategic programs across Enterprise Technology. Our goal is to bring alignment across Fidelity's technology community for change management delivery through a standard enterprise-wide set of processes. In addition to supporting the work, the CoE also sponsors a Change Management Community of Practice. We are currently evolving this model to more closely align to our large program practices. All COE members are expected to actively participate and drive the Community of Practice activities.<h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Change Management Lead

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><li>Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul><h3>Our Investments in You</h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></li><li>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></li></ul><h3>How Your Work Impacts the Organization</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant - Cambridge, MA

<h3>Job Description:</h3>RoleThe Strategic Market Relationship Management Team Lead (SVP Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Strategic Market corporate client relationships! Primary responsibility is the effective leadership of 10 SVP, Managing Directors (MDs) to ensure the satisfaction and retention corporate client relationships. Responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health &amp; Welfare), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings.This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, SVP of HR) of existing and prospective customers. The SVP Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.Expertise and Skills you Bring<ul><li>Accountable for retention, dedication, happiness, and relationship growth of client book of business.</li><li>Provide focused leadership, motivation and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.</li><li>Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity.</li><li>Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.</li><li>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement.</li><li>Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including collaboration with the MD and Rebid AE on all retention activities.</li><li>Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.</li><li>Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Develop and maintain positive relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.</li><li>Serve as Executive Sponsor for key clients, clients with significant service customer concerns and clients requiring uptiering relationships based on risk mitigation plans.</li><li>Identify personal development objectives with each MD and support execution of plans to continually build proficiencies and skill sets to deliver outstanding business results.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Provide leadership to build an empowered, diverse and inclusive team and segment culture.</li><li>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</li><li>Ensure that team is aligned with all appropriate rules and regulatory requirements.</li></ul>Education and Experience<ul><li>College degree required</li><li>MBA or other advanced degree preferred.</li><li>Institutional client management and growth experience required.</li><li>Minimum of 5 years management experience required.</li><li>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</li><li>Strong demonstrated negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing.</li><li>Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.</li><li>Strong revenue management and overall financial acumen.</li><li>Ability to lead multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.</li><li>Validated leadership, coaching, and career developments skills with a tenured team of professionals</li><li>Validated consultative sales skills.</li><li>Experienced presentation, meeting management, and communication skills.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

SVP, Managing Director Team Leader- Relationship Management

<h3>Job Description:</h3>The RoleWe are seeking a results-oriented and motivated associate who thrives working with teams to deliver outstanding Cash Management products and services via Fidelity.com and our native mobile App. Interested in being part of the Cash Solutions team driving outstanding client and business value to Fidelity and our customers? If so, read on and apply soon! This role will focus on the commercialization responsibilities of the FDIC Sweep and core accounts products and capabilities in the Cash Solutions domain.The Expertise and Skills You Bring <ul><li>Bachelor’s Degree required, MBA preferred.</li><li>8 – 12 years of proven experience in financial services, with focus in banking, treasury management, cash management experience is preferred. </li><li>Strong relationship management skills and comfort working with senior leadership internal and external to Fidelity.</li><li>A combination of strong analytical and interpersonal skills with a learning and growth mindset.</li><li>Experience working across Fidelity business units and ability to manage multiple vendors and partners (internal / external)</li><li>Comfortable managing multiple complex processes and initiatives, while maintaining updated and accurate documentation that aligns to legal, compliance, audit and other regulatory standards.</li><li>Strategy and execution skills to run impactful programs aligned to strategic plans &amp; objectives</li><li>Strong presentation and persuasion skills to achieve consensus with multiple audiences including active listening skills to integrate different perspectives and achieve better outcomes.</li></ul><ul><li>Experience managing vendors and related contracts, oversight and processes</li></ul>Responsibilities of the job will include the following: <ul><li>Directly manage multiple bank partners, collaborating with bank leadership, internal treasury and Enterprise Relationship Management teams.</li><li>Support the negotiation, drafting, review and approval of complex legal contracting processes.</li><li>Support the technology, operations, treasury and vendor teams for all FDIC Sweep program bank required control points, including interest rate management, invoicing, billing, etc.</li><li>Develop and maintain expertise in FDIC and other bank regulatory requirements pertinent to our sweep program.</li><li>Leveraging client centered techniques such as hypothesis driven design, journey mapping and other similar techniques to identify opportunities to innovate and grow the FDIC sweep program. </li><li>Lead the measurement and analytics Provide high level direction to internal partners across the FDIC and core account products and identify key insights that support leadership decisions in forecasting balances, business economics and planning.</li><li>Active participation in and/or leading defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements. </li><li>Participating in and leading go to market efforts</li></ul><h3>The Team</h3>Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Director, Cash Payments/Money Movement and Sweep Programs

<h3>Job Description:</h3><h3>The Role </h3>As a Scrum Master, you will play a crucial role in optimizing the delivery of high value products and services to our customers. You will work directly on scrum teams to implement and improve delivery practices, foster collaboration, and drive continuous improvement. Key responsibilities include: <ul><li>PROCESS &amp; FLOW – Advise on process to optimize flow and expedite delivery of value by the squad(s). </li><li>SCALING &amp; DEPENDENCIES – Optimize delivery of complex initiatives by advising on scaling techniques and organizing teams around the workstream(s). </li><li>RELEASE MANAGEMENT – Enable the team(s) to release with confidence and in support of a positive client experience. </li><li>BUSINESS ACUMEN – Develop a clear understanding of the products/services owned by the team and ensure that work is aligned with business strategy. </li><li>DATA – Ensures the team’s data is correct, complete, and complaint so it can be used to make data-driven decisions. </li><li>TOOLS – Achieve proficiency in the use of the Fidelity tools and reporting ecosystem and encourage / teach others to be. </li><li>TEAM DYNAMICS – Enables healthy team dynamics through trusted partnerships and conflict resolution. </li><li>LEADERSHIP – Earn a seat at the leadership table by being a valued consultant for dealing with complex problems. </li></ul><h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s degree or equivalent experience. </li><li>5+ years of experience in a dedicated Scrum Master role. </li><li>Advanced Scrum certifications (e.g. A-CSM, PSM-II). </li><li>Deep expertise in multiple agile methodologies and scaling frameworks. </li><li>Proven track record of successfully implementing agile at scale. </li><li>Strong leadership skills and ability to influence. </li><li>Advanced knowledge of agile software development practices. </li><li>Experience with organizational change management. </li><li>Expertise in agile metrics and data-driven decision-making. </li><li>Excellent problem-solving and conflict-resolution skills at both team and organizational levels. </li></ul>Note: Fidelity will not provide immigration sponsorship for this position. <h3>The Team </h3>This role will support two squads within the evolving Customer Relationship Management (CRM) product area within Fidelity Institutional Technology. These two squads focus on overall CRM platform strategy and how the Salesforce application can be best utilized to address internal stakeholder needs to secure new business opportunities and sustain existing client engagements. This role is based in Smithfield, RI, where the program’s squads primarily reside. Our Scrum Masters engage with all team members, including the Squad Leader, to reinforce an agile approach and principles into the daily work. By demonstrating and promoting Fidelity and agile leadership behaviors, we evolve and sustain an innovative agile culture. <h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Scrum Master - Fidelity Institutional Technology

<h3>Job Description:</h3>The RoleA Managed Platform Service Manager is responsible for the servicing of the Fidelity Managed Account Xchange (FMAX) to Fidelity Custody &amp; Clearing Services clients. The Service Manager is responsible for developing relationships with clients, responding to inquiries, executing tasks, engaging with third parties to resolve tasks and meeting the clients’ needs and business expectations. The Expertise and Skills You Bring <ul><li>Bachelor’s degree required</li><li>Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)</li><li>Client facing service experience required</li><li>Managed Account experience preferred</li><li>Series 7 &amp; 63 preferred</li><li>You are obsessed with delivering a superior client experience to our financial intermediary client base</li><li>You are self-driven to learn and understand how platform design impacts the customer experience</li><li>You can make decisions and act without the total picture</li><li>You can comfortably handle risk, uncertainty and change</li><li>You possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues</li><li>Excellent verbal and written communication skills</li></ul>The TeamThe Managed Platform Service team will consist of Fidelity associates who consult regularly with RIA and Broker-Dealer firms to service their managed account business. The team utilizes internal systems as well as third party managed and financial planning platforms. The team is part of a larger group, that falls under the Client Experience division within Fund and Brokerage Operations &amp; Technology (FBOT). Associates within Client Experience are responsible for the majority of a client’s interactions with Fidelity and is therefore primarily responsible for the client 'experience' with the Fidelity brand. As a Managed Platform Service Manager, you rely on and are relied upon by multiple teams within and outside CE to ensure the managed platform is fully integrated within the clearing and custody offering which includes internal systems, policies and procedures. <h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Senior Manager, Managed Platform Services (FMAX) - IWMS Client Experience

<h3>Job Description:</h3>You blend critical thinking with advocacy and alignment to support the ongoing management of and strategy for the Workplace Managed Accounts Product Area. As a member of the Workplace Managed Accounts strategy team, you will be responsible for:<ul><li>Managing a portfolio of product area priorities</li><li>Supporting planning efforts and executive updates</li><li>Leading key governance activities both within and outside of the product area, including collaboration with leaders across the product area and key business partners.</li><li>You will work across product area and alongside our partners to evaluate and influence strategic decisions, roadmaps and execute on the top growth opportunities.</li></ul>This role will leverage a unique blend of planning and strategy. <h3>The Team</h3>As part of the Workplace Managed Account (WMA) Product Area, the strategy team, is responsible for guiding longer-term business and product strategy as well as managing planning and governance processes. We place a strong emphasis on outside-in thinking by interpreting market signals and understanding client and customer needs, while also ideating and incubating new opportunities. We also play point with Workplace Strategy &amp; Planning to manage the WMA portfolio multi-year planning processes and executive insights.<h3>The Value You Deliver </h3><ul><li>Work with Product Area and Group Squad leadership to facilitate development and prioritization of roadmap grounded in our objectives and assessment of opportunities</li><li>Build credibility and trust with a diverse set of leaders in and out of the product area to influence and align around shared goals and visions</li><li>Develop executive level communications for internal and external discussions</li><li>Participate in and facilitate regular strategic planning discussions </li><li>Own Product Area planning routines and roadmaps, maintaining alignment and transparency across the leadership team and soliciting feedback from appropriate teams</li><li>Build and leverage knowledge about our tools, systems, and processes and utilize these learnings to streamline processes and drive best practices</li><li>Conduct market, customer, and competitive research to bring an outside-in perspective to help identify value to customer and inform opportunities</li><li>Collaborate with partners to develop growth opportunities that meet client and customer needs</li></ul><h3>The Expertise You Have </h3><ul><li>Experience in management consulting / strategy is strongly preferred, and previous experience in project management is a plus</li><li>Financial services experience preferred, but not required</li><li>Bachelor’s or equivalent with 10+ years of experience, Master’s preferred</li></ul><h3>The Skills You Bring </h3><ul><li>Ability to lead multiple initiatives simultaneously and with multiple groups</li><li>Strong project management and attention to detail to ensure the Product Area processes are complete, accurate, and delivered on time</li><li>Proactive and action-oriented; willing to take the initiative and bring others along instead of waiting for permission</li><li>Strategic thinking and ability to analyze and synthesize a variety of inputs to drive to a recommendation</li><li>Strong cross-functional leadership and skills to navigate a demanding environment and influence partners with a wide range of priorities and perspectives</li><li>Work with Product Area leadership to manage agendas for key routines, including Extended Staff meetings, Offsites, and All Associates meetings</li><li>Comfortable with a fast-paced environment and responding to urgent requests that may arise</li><li>Excellent consultative, listening, communication, and analytical skills</li><li>Continuous improvement mindset and intellectual curiosity</li><li>Strong team collaboration with the ability to navigate differences in opinion with grace and utilize constructive feedback as data for the next iteration</li></ul>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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order 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.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

107 Project Management / Professional Services Jobs in Walpole, MA, USA