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<h3>Job Description:</h3><p>Job Description:</p><p><strong>The Role</strong></p><p>This is an individual contributor data science role. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems.</p><p>You will have:</p><ul><li><p>PhD or Master's in AI/ML, Computer Science, Statistics, Physics or Finance (with a background in Machine learning), with 6+ years plus of industrial experience. </p></li><li><p>Deep expertise in Python, data-centric AI/ML techniques</p></li><li><p>Experience taking a model to production and realizing measurable value from it to the team or firm</p></li><li><p>Ability to work on and drive progress for multiple projects at the same time</p></li><li><p>Experience guiding business on identifying AI use cases and optimally contributing to brainstorming sessions</p></li><li><p>Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results</p></li><li><p>Excellent planning, project management, consulting, leadership, and talent management skills</p></li><li><p>Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery</p></li></ul><p><br><strong>The Team</strong></p><p>We are a data science team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from research to production. We enjoy learning new skills and have incorporated some LLM use cases into our pipeline, amongst other emerging technologies. </p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>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.</p>

Fidelity Investments

Director, Data Science

<h3>Job Description:</h3><p><strong>Director of Product Strategy, Advanced Brokerage</strong></p><p><strong>The Role:</strong></p><p>We're seeking a Director of Product Strategy, Advanced Brokerage<strong>,</strong> to lead key initiatives for the growth of our sophisticated brokerage solutions within Fidelity Brokerage. This role will define the product vision, craft the roadmap, and lead key critical initiatives to significantly expand products and offerings, open new client segments, drive customer adoption, increase asset flows, and drive revenue growth.</p><p>As a key member of the Product Strategy team, we are seeking a strong contributor to develop the strategy for our Active Trader Pro/Trader+ trading platforms, margin, securities finance, and other offerings and capabilities targeting our most sophisticated trading customers. We are looking for someone who will collaborate closely with Enterprise partners, Fidelity Consulting, Strategy &amp; Planning, Delivery, Technology/Architecture, Marketing, and Distribution teams to ensure solid execution. You'll also lead competitive research, financial analysis, opportunity sizing, and business case development of key strategic priorities.</p><p>This role reports to the Vice President, Product Strategy, Advanced Brokerage and is part of the Brokerage Customer and Product strategy organization responsible for commercializing our brokerage offering to drive growth within the self-directed investing markets and customer segments.</p><p><strong>The Skills and Expertise You Bring</strong></p><ul><li>Bachelor's degree or equivalent is required; MBA, Chartered Financial Analyst designation, or equivalent, a plus.</li><li>Series 7 is preferred, but not required.</li><li>5-10 years of experience in Trading, Product Development, Software Development, Product Strategy, or Consulting roles within the financial services industry.</li><li>Deep subject matter expertise in equity, ETF, options, futures, or crypto markets; trading and order management systems; margin and securities finance; hedge funds and prime brokerage; or other relevant brokerage experience.</li><li>Strong background in defining strategic roadmaps and leading the development of solutions and offerings aligned with, and in support of, the strategic direction of the business.</li><li>Experience engaging with senior internal and external customers and partners.</li><li>Experience leading teams and working collaboratively across a matrixed organization.</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Vision and Strategy Development:</strong> Owns the development and iteration of the strategic roadmap to optimize and meet customer and market needs.</li><li><strong>Market Engagement:</strong> Provides market-facing insights and commentary through partnerships with business development, relationship management, and client service teams.</li><li><strong>Competitive Landscape:</strong> Leads competitive research on key market participants and builds strategic partnerships with them.</li><li><strong>Business Planning &amp; Execution:</strong> Builds comprehensive business plans, including financial modeling, pricing, and expense projections, while prioritizing, sequencing, and phasing deliverables, and defining go-to-market strategies with compelling value propositions.</li><li><strong>Product Delivery Leadership:</strong> Partners with the Delivery Organization to deliver brokerage solutions, features, and concepts to market, targeted to diverse customer segments.</li><li><strong>Cross-Enterprise Partnership:</strong> Leads cross-enterprise business unit alignment for product readiness and deployment of sophisticated brokerage offerings, establishing project plans and leading them throughout their lifecycle.</li><li><strong>Market &amp; Regulatory Insights:</strong> Communicates strategic insights on regulatory and legislative trends, and their impact on the client/customer experience.</li><li><strong>Communication</strong>: Strong communication, interpersonal and relationship building skills with which you influence and engage across Fidelity and levels of the organization.</li><li><strong>Data driven decision making:</strong> Data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team:</strong></p><p>Our team manages our existing brokerage product offerings by strategically driving the development, market launch and continual support and improvement of our brokerage products. We define and manage our customer and solution offering for the brokerage business and partner with Delivery, Distribution, and Enabling Teams to conceptualize, develop, launch, and evolve offerings to achieve business outcomes.</p>The base salary range for this position is $100,000-$169,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Director of Product Strategy, Advanced Brokerage

<h3>Job Description:</h3><p>Job Description</p><p>As a Manager within the Credit Risk organization, you will be responsible for independently assessing the creditworthiness of institutional clients of Fidelity Capital Markets (FCM) Prime Services as well as monitor the credit and market exposure to these counterparts. This role will focus on risk assessment of active trading counterparties—primarily LLCs and LPs engaged in strategy-driven trading activity—while also supporting broader Prime Brokerage risk coverage. The ideal candidate will have a strong foundation in financial statement analysis, trading strategy evaluation and margin methodologies. You will monitor trading line usage for assigned counterparts, proactively identify emerging risks, and escalate issues with actionable recommendations to the Vice President of Credit Risk as appropriate.</p><p>The Team</p><p>The Fidelity Institutional Credit Risk Management Team sits within the Fidelity Enterprise Risk Management organization and is part of the Credit and Counterparty Center of Excellence. The team is responsible for credit risk assessments for new and existing clients including but not limited to banks, broker/dealers, hedge funds, registered investment advisers and corporations.</p><p>The Expertise You Have</p><ul><li>Bachelor’s degree in finance, economics, or accounting</li><li>3 – 5 plus years of related credit experience</li><li>CFA or CFA Candidacy helpful but not required</li></ul><p>The Skills You Bring</p><ul><li>Your knowledge of Prime Brokerage, Capital Markets products, investment strategies, financial statement analysis and accounting principals</li><li>Strong analytical, written, and oral communication skills that will be leveraged in influencing decisions</li><li>Your ability to work effectively in a trading environment, prioritize workload and contribute as a member of a dynamic, fast paced team</li><li>Excellent problem-solving skills</li><li>Your experience with Bloomberg, PowerPoint, Excel, Tableau and Power BI</li></ul><p>The Value You Deliver</p><ul><li>Performing written financial and risk analysis on all new and existing trading counterparts and establishing appropriate trading guidelines based on analysis</li><li>Monitoring and escalating credit and market exposure as necessary, utilizing various financial tools to assess, monitor, and measure daily counterparty trading activity</li><li>Collaborating with Compliance, Legal, Collateral and Operational Risk teams and building relationships cross the organization to resolve issues and support the needs of the Fidelity Prime Services business</li><li>Advising the business to ensure an effective risk governance structure and communication of Credit Risk Management policies and procedures</li><li>Documenting enhancements to existing credit risk policies and procedures and assisting in drafting new policies and procedures as needed</li><li>Developing and implementing credit risk monitoring techniques and assisting in the evaluation of new products and trading systems for the business and the Credit Risk group</li><li>Participating in the development, enhancement and testing of risk management systems</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $71,000-$112,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Counter Party Credit Risk Manager

<h3>Job Description:</h3><p><strong>Director, Lifetime Financial Help Strategy</strong></p><p><strong>Job Description</strong></p><p>You blend critical thinking with a drive for delivering strong and actionable results, while being passionate about bringing value to our plan sponsors, participants, and Fidelity. As a member of the Lifetime Financial help Look Ahead Team, you will collaborate with your team and business partners across the product area and Workplace to identify and prioritize strategic opportunities to innovate to better meet customer needs. You will synthesize key trends, the market landscape, internal capabilities, and partner input to articulate opportunities while influencing strategic decisions and roadmaps. You will be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role, and support your teammates do the same.</p><p><strong>The Team</strong></p><p>As part of the Lifetime Financial Help Product Area, the Look Ahead Team is responsible for guiding the longer-term product area strategy as well as leading 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 lead the LFH portfolio multi-year planning processes and executive insights.</p><p><strong>The Value You Deliver </strong></p><ul><li><p>Conduct market, customer, and competitive research to bring an outside-in perspective to help identify value to customer and inform opportunities</p></li><li><p>Use outside-in insights to develop hypotheses and inform learning agendas</p></li><li><p>Collaborate within and across product areas and teams to develop growth opportunities that meet client and customer needs</p></li><li><p>Work with Product Area and Group Squad leadership to facilitate development and prioritization of opportunities by building compelling and data-driven business cases, product roadmaps, leading to appropriate resourcing and outcomes</p></li><li><p>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</p></li><li><p>Incubate early stage concepts to test and refine market potential</p></li><li><p>Develop executive level communications to provide insight into strategic efforts</p></li></ul><p><strong>The Expertise You Have </strong></p><ul><li><p>Bachelor’s or equivalent with 10+ years of experience, Master’s preferred</p></li><li><p>Experience in management consulting and/or product strategy is strongly preferred</p></li><li><p>Financial services experience preferred, but not required</p></li></ul><p><strong>The Skills You Bring </strong></p><ul><li><p>Critical thinking and ability to analyze and synthesize a variety of inputs to drive to a recommendation</p></li><li><p>Data-driven approach to frame market opportunities and inform key strategic questions</p></li><li><p>Strong cross-functional leadership and skills to navigate a demanding environment and influence partners with a wide range of priorities and perspectives</p></li><li><p>Comfortable with a fast-paced environment and responding to urgent requests that may arise</p></li><li><p>Excellent consultative, listening, communication, and analytical skills</p></li><li><p>Strong team collaboration with the ability to navigate differences in opinion with grace and incorporate constructive feedback as data for the next iteration</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>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.</p>

Director, Lifetime Financial Help Strategy

<h3>Job Description:</h3><p><strong>Director, Asset Management Compliance </strong></p><p>Asset Management Compliance (AMC) works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.</p><p>The Director, Asset Management Compliance Oversight and Reporting, will play a key role in supporting the compliance program for multiple advisers related to CFTC/NFA regulations as registered Commodity Trading Advisers and Commodity Pool Operators. You will facilitate meetings with teams across Asset Management to ensure the appropriate regulatory oversight and reporting is in place. This role will also support regulatory filings, such as Form ADV for these advisers.</p><p><strong>The Role</strong></p><ul><li>Lead CFTC/NFA Compliance function strategically across compliance policies and procedures, oversight, regulatory filings, regulator inquiries and rule proposals</li><li>Ensure communication for CFTC/NFA compliance activities are provided to relevant stakeholders</li><li>Delivery timely and accurate reporting to regulators on behalf of Fidelity Diversifying Solutions (FDS) and Strategic Advisers (SAI)</li><li>Partner with team members to ensure consistent delivery of regulatory filings for all Asset Management Investment Advisers</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree and 10+ years’ experience in the financial services industry</li><li>Strong asset management experience, including reporting to, and communicating with, regulators</li><li>Broad familiarity with Fidelity’s Asset Management business and fund service providers across the firm</li><li>Experience supporting Investment Managers with diverse product offerings, including derivatives usage and alternative investment strategies</li><li>Ability to make improvements in process through technology solutions</li><li>Willing collaborator that can work independently and in a team environment</li></ul>The base salary range for this position is $100,000-$169,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Director, Asset Management Compliance

<h3>Job Description:</h3><p><strong>Actuarial Assistant</strong></p><p><strong>The Role</strong></p><p>Based in Boston, the Actuarial Assistant is a key member of Fidelity Investment Life Insurance (FILI) Company's growing product team. The Actuarial Assistant will help drive FILI’s innovative approach to Pricing and Product Development. The ideal candidate has experience with individual annuity and life insurance products and pricing, as well as technical proficiency. The candidate will assist on research initiatives and develop analysis to assess attractiveness of adding new products to FILI’s product roadmap. Other key roles include:</p><ul><li><p>Help manage our current suite of FILI products, including ongoing support for annuities and life insurance offerings</p></li><li><p>Support models and perform analysis to support the pricing of annuity and life insurance products</p></li><li><p>Help analyze potential reinsurance options on annuity and life insurance products</p></li><li><p>Support our continued product enhancements and pricing considerations on our Digital Term and Digital Annuity offerings</p></li><li><p>Work with the broader team and our internal distribution agency on building out product specifications</p></li><li><p>Utilize Microsoft Excel and other tools to develop pricing and projection models to help support the business</p></li><li><p>Collaborate with diverse teams across FIG and Fidelity to support variety of ad hoc insurance related projects</p></li><li><p>Clearly communicate results both in writing and in person to senior stakeholders.</p></li></ul><p>This role is part of FILI’s Actuarial Student Program – providing generous actuarial exam support and competitive exam raises.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>3+ years of proven insurance experience.</p></li><li><p>Progress towards Fellowship in the Society of Actuaries (SOA)</p></li><li><p>Experience with individual life insurance and annuity products. Pricing and Product Development experience is a plus</p></li><li><p>Technical skills to build new models and/or expand or enhance existing models including model development, testing, controls and documentation</p></li><li><p>Critical reading and writing skills to help adhere to extensive regulatory rules related to insurance products</p></li><li><p>Proficient in Microsoft Excel and strong user of other Microsoft products</p></li><li><p>Prior experience working in Prophet or another modeling software package such as AXIS, MG-ALFA, and/or MoSes is a plus</p></li><li><p>Familiarity with Python, Visual Basic, SQL, or other programing languages is a plus</p></li><li><p>Strong communication skills, including the ability to help various stakeholders understand risks associated with insurance products and explain sophisticated topics to non-technical people at all organizational levels.</p></li><li><p>Ability to build and maintain positive relationships as you work collaboratively across teams.</p></li></ul><p><strong>The Team</strong></p><p>Outstanding 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 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.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Actuarial Assistant

<h3>Job Description:</h3><h3><strong>Job Description:</strong></h3><h3>The Director, Project Management &amp; Strategic Initiatives will lead strategic and program management support for key AM &amp; Compliance, Risk &amp; Business Operations (CRBO) initiatives.</h3><h3><strong>Primary Responsibilities:</strong></h3><h3>This role is well-suited for someone who thrives in a dynamic, unpredictable environment. You’ll enjoy this position if you’re energized by being part of a hardworking, fun loving, creative, and collaborative team that loves to meet and support its business partners’ needs &amp; solutions.</h3><h3><strong>Expertise we are looking for:</strong></h3><ul><li><h3>7-10 years work experience in financial services organizations.</h3></li><li><h3>MBA or other advanced degree is preferred.</h3></li><li><h3>Excellent project management skills, top tier consulting experience is a plus.</h3></li><li><h3>Superb work ethic, attention to detail, team orientation, and commitment to excellence.</h3></li><li><h3>Proven track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives (not IT implementations).</h3></li><li><h3>Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders.</h3></li><li><h3>Flexibility and the skill to both lead and contribute to teams are musts.</h3></li><li><h3>Exceptional analytical, communication, conceptual thinking, problem-solving capabilities.</h3></li><li><h3>Applicants must have exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities.</h3></li></ul><ul><li><h3>Ability to thrive in a fast-paced work environment and simultaneously managing several programs using program management best practices.</h3></li><li><h3>Understanding of the asset management industry is a plus.</h3></li></ul><h3><strong>The ideal candidate:</strong></h3><ul><li><h3>Will have a high degree of executive presence and professionalism.</h3></li><li><h3>Will work on a wide array of cross-functional projects across multiple business units.</h3></li><li><h3>Will need to successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.</h3></li><li><h3>Is a quick learner, able to develop an understanding of the complex subject areas he or she is supporting to then deliver the strategic support needed by the business partner</h3></li><li><h3>The successful candidate will also need to be skilled in synthesizing complex ideas into easy-to-understand executive / presentation materials - including delivery of executive-level presentations to senior management.</h3></li><li><h3>The candidate needs to be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.</h3></li><li><h3>Should be able to work collectively and collaboratively with the team, business partners and/or Fidelity senior leadership team to ensure service delivery &amp; satisfaction.</h3></li></ul><h3><strong>The Skills &amp; Knowledge You Bring:</strong></h3><ul><li><h3>You have exceptional project management and organizational skills that allow you manage deliverables, constantly re-prioritize, and ultimately meet deadlines with high quality work</h3></li><li><h3>You exhibit strong collaboration and networking skills that cultivates internal influence and being a trusted business partner</h3></li><li><h3>You are proficient in Microsoft Office suite–Word, Excel, PowerPoint and can use your PowerPoints and presentation skills to influence outcomes at executive interactions</h3></li><li><h3>You embrace a wide variety of work and are flexible-- from the ability to support administrative functions to executive interactions to make the project successful</h3></li><li><h3>You have excellent communications skills, including the ability to influence executive leadership through personal interactions as well as the creation and delivery of presentations.</h3></li><li><h3>You bring proven program and project management experience, including strategy, organizational design, change management, and business transformation.</h3></li><li><h3>You can understand complex business problems, synthesize information, analyze, and research data, and develop and / or implement practical solutions and recommendations.</h3></li><li><h3>You are able to build relationships with peers and executives in a variety of capacities</h3></li><li><h3>You can balance strategic thinking with practical implementation and can help influence the outcome</h3></li></ul><h3>The broader Business Management &amp; Strategy team provides operational and strategic support across the Compliance, Risk &amp; Business Operations (CRBO) functions, a part of the broader Asset Management (AM) organization in the areas of:</h3><h3>Business Management, including the aggregation and collection of Objectives &amp; Key Performance Indicators (OKPIs) The establishment, implementation, and execution of a robust communication strategy Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team Technology product support for the CRBO technology portfolio; and Strategic initiatives, project &amp; program management support for key AM &amp; CRBO initiatives.</h3><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>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.</p>

Director, CRBO Business Management & Strategy

<h3>Job Description:</h3><p>As a Fixed Income Squad Leader/Product Owner, you blend investment management, relevant industry knowledge and an Agile mindset for delivering results with a passion. You are the end-to-end gatekeeper of the squad's mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements. You will set and refine the mission and bring together a team of chapter members to execute. You will alignment the Squad on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.</p><p><strong>The Expertise We’re Looking For </strong></p><ul><li>Bachelor’s degree in business, computer science or engineering preferred.</li><li>10+ years’ experience working as a Product Owner in a software development environment.</li><li><strong>Experience building Asset Management or Trading workflows/products is preferred.</strong></li><li>Experience designing, creating, and maintaining dynamic products and solutions.</li><li>Experience building roadmaps and working with agile team to deliver on milestones.</li><li>Experience leading an agile development team.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You possess strong business knowledge related to building products that display financial information to customers.</li><li>You grasp sophisticated product features and break them into clear and concise narratives with well-defined business value and acceptance criteria and efficiently communicate these.</li><li>You have a strong focus on execution and identify, communicate, and remove impediments to progress.</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building hard-working teams.</li><li>You build and maintain relationships as you work across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach.</li><li>You are intellectually curious and model a culture of continuous learning, mentoring, and coaching.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Gathering business requirements via collaboration with various business teams.</li><li>Converting business requirements into product capabilities by going through the product development lifecycle, including collaboration with UX designers.</li><li>Defining, evaluating, and communicating results against acceptance criteria.</li><li>Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team.</li><li>Measuring performance against established objectives and critical metrics and delivering agreed upon business, technology, and people results.</li><li>Collaborating and coordinating with chapter leaders and scrum masters to build squad capacity and capability and enabling squad member growth, development, and learning.</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines.</li><li>Participating in client meetings to present strategic roadmaps, participate in client usability sessions, engage with client user groups.</li></ul><p><strong>The Team</strong></p><p>In our Fixed Income Technology organization, we are committed to empowering our investment professionals with the very best tools and technologies to deliver world class investment performance to our customers. Our technology experts work across a broad array of investment processes supporting many different types of securities and investment objectives. Through outstanding business and technology partnership, we can offer great solutions to help our customers meet their financial objectives.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Product Management

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about using your analytical skills to uncover insights that drive business strategy and success? If yes, we want you to join our upbeat and hardworking team, empowering digital customer experience and product development business partners with strategic insights to enable objective, data-driven decisions. The actionable insights you deliver will inform Fidelity’s digital initiatives and strategy and make a real-world difference for Fidelity’s 40 million individual investors.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>10+ years of proven experience influencing strategic business decision-making and digital product design through digital analytics and insights</li><li>Proven track record presenting to senior executives—delivering actionable insights through data and presenting sophisticated analyses in a simple, clear, and meaningful way</li><li>Highly skilled with digital analytics tools (e.g., Adobe Analytics, Contentsquare), database querying (e.g., SQL, Snowflake), and data visualization (e.g., Tableau, OpenSearch)</li><li>Experience synthesizing data and insights from disparate sources (e.g., customer attributes and behaviors, digital interactions, transactional activity, and business financials) to generate a deep understanding of customer needs and digital behavioral patterns</li><li>Bringing an analytical approach to assessing the customer and business value created by digital product and experience enhancements</li><li>Driving a culture of experimentation (including hypothesis generation, testing strategy / design, and test implementation) to personalize and optimize the client experience</li><li>MBA or an MS degree in a quantitative / technical field such as Engineering, Economics, Statistics a plus</li></ul><p><strong>The Team</strong></p><p>We are looking for an accomplished, collaborative, and creative analytics professional to join the Advanced Analytics and Customer Insights team, supporting Fidelity’s Digital Channels. Your subject matter expertise in analytics will play a critical role in optimizing a personalized digital experience for Fidelity’s clients.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Advanced Data Analytics and Insights

<h3>Job Description:</h3><p><strong>Vice President, Family Consultant</strong></p><p><strong>The Role</strong></p><p>The Fidelity Center for Family Engagement (FCFE) transforms the family-advisor partnership to move beyond the individual client experience to the family. We envision a world where families grow closer together as they navigate their financial lives. Our mission is to inspire, educate, and empower families and advisors to spark and sustain conversations about the emotional, relational, and generational aspects of wealth. This role will carry out our mission with a family facing expertise in partnership with the advisor community.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Experienced practitioner in consulting, coaching, and advising families of wealth, family businesses, and or family offices – 5+ years.</li><li>Practice knowledge of family engagement and conversation strategies with experience in facilitating family meetings and intra-family conversations.</li><li>Subject matter expertise in areas such as family systems theory, family psychology, family business frameworks, behavioral finance, financial therapy, leadership theories, or similar fields.</li><li>Experience in facilitating financial, business, wealth planning, and succession planning conversations in the family and or planning context.</li><li>Demonstrated success in facilitating and teaching larger groups and applying new content to generate individual and family change outcomes.</li><li>Applied research capabilities, including reading and synthesizing primary and secondary research, partnering to build interview-based cases, and using data to frame a problem or conversation.</li><li>An interest in innovative thinking, novel learning theories, developing new applications of content, program development, and strategies for expanding business scope and impact.</li><li>Degrees such as a master’s in psychology, MBA, Family Communication and/or Conflict Management Certification, or Family Enterprise Certification are preferred.</li><li>To facilitate family conversations and deepen the advisor’s relationship in the family wealth system, including increased engagement with spouses and next generation family members.</li><li>To focus on the client’s family and wealth transitions with a commitment to the client’s longer-term financial well-being and the firm’s generational relationship through time.</li><li>To extend and deepen the firms' relationships in high net worth (HNW) and ultra-high-net-worth (UHNW) families through a more systemic and conversational approach to planning.</li><li>To be a process consultant and coach to the advisor community to build their family engagement and process facilitation capabilities with family clients.</li><li>To offer clients and their advisors an objective family-focused point of view on the client’s present circumstances pertaining to their wealth, transition of their wealth, family relationships, and future decision-making that will impact the larger family wealth system. </li><li>To track and measure engagement outcomes against Fidelity’s client-based outcomes to communicate the type of value offered to Fidelity’s HNW families. </li><li>To be a leader on the FCFE team for all their relationship-based skills frameworks and programs in the family-facing space.</li><li>To be part of a team that offers a differentiating family engagement capability to the firm, including providing one-to-one and one-to-many coaching, creating a replicable family meeting and engagement process, and delivering end client events.</li><li>To build your own SME capabilities to extend and evolve FCFE content and delivery and be a co-creation partner with business partners in the larger organization.</li><li>Experience in engaging with High Net Worth/Ultra High Net Worth end-clients and families in an individual and collective family context.</li><li>Passion for driving holistic family wealth transition and estate planning outcomes while creating closeness in the family.</li><li>Superior facilitation, consultative, and presentation skills to individuals, family meetings, and larger-scale events and workshops.</li><li>Experience in adult training, leadership frameworks, process consultation, and coaching models. </li><li>Sophisticated thinking and facilitation skills for communicating complex concepts to get change in the family system.</li><li>Ability to learn, integrate, and deliver new content quickly, and to adapt it to different family situations and business requirements.</li><li>Understanding of business priorities, competitive environments, and how your work translates into FCFE and business outcomes. </li><li>Proven ability to drive initiatives and coordinate effectively across a highly matrixed organization with peers and senior leaders.</li><li>Experience in co-leading projects and co-creating facilitation and learning approaches to meet shared outcomes and objectives. </li><li>Expertise with malleability around developing content, training programs, pedagogical design, and facilitation strategies.</li><li>Travel expected 25% of the time</li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p><strong>The Team: </strong>The Fidelity Center for Family Engagement (FCFE) transforms the family-advisor partnership to move beyond the individual client experience to the family. We envision a world where families grow closer together as they navigate their financial lives. Our mission is to inspire, educate, and empower families and advisors to spark and sustain conversations about the emotional, relational, and generational aspects of wealth. This role will carry out our mission with a family facing expertise in partnership with the advisor community.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>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.</p>

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