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<h3>Job Description:</h3><h3>Workplace Investing Relationship Management, Solutions Office </h3>Principal Data Analyst, Data Analytics and InsightsInterested in a Westlake-based role, being part of a distributed team within a complex, evolving, and customer focused organization? Join us as we execute on our vision to drive ease of doing business for the associates we serve.<h3>The Expertise we’re looking for</h3><ul><li>Bachelor’s degree or higher in analytics, economics, statistics, data science with consulting experience.</li><li>5+ years’ experience in analytics as a hands-on individual contributor.</li><li>Proven record developing &amp; delivering automated reporting solutions and dashboards using SQL, Tableau, Power BI, &amp; Alteryx with a solid grasp of Python and/or R.</li><li>Knowledge of Robotic Process Automation (RPA) Blue Prism, Power Apps &amp; Power Automate is a plus.</li><li>Ability to independently analyze data and convey sophisticated findings in a clear and impactful way.</li><li>Cross-domain knowledge in the Retirement Services industry, preferably Defined contributions.</li><li>Inquisitive and driven to understand the sourcing, pedigree, and lineage of data.</li><li>Strong customer service capabilities and the ability to interact with internal associates and leaders in a client facing role.</li><li>Naturally collaborative with experience working in an Agile environment, including with remote teams across multiple locations.</li></ul><h3>The Purpose of Your Role</h3>You will be part of a multi-disciplinary team in the Workplace Investing Relationship Management organization, using your analytical prowess in a meaningful role to create analytics and insights, dashboards and automated reporting solutions for our key client facing associates in Workplace Investing helping them cater to Fidelity’s client and advisor needs. In your role, you will be responsible for converting business requirements into measurable insights, partnering with data engineers, business analysts on the team to identify how and where data analytics can be used across numerous products, roles and services to help improve customer experiences.You will be working with a team of robust business analysts evaluating data automation opportunities and drafting requirements, crafting automated reporting solutions with measurable insights for our customers. You will also be leading key initiatives in support of the WI Sales and Relationship Management’s key business objectives.<h3>The Team</h3>The Principal Data Analyst will be located domestically (Westlake preferred) and interact with various Solutions Office associates, WI Relationship Management Solutions Office leadership, WI Relationship Management team leads and segment leads, WI Sales leadership as well as leaders from SPS and FIL on a regular basis.<h3>The Skills You Bring</h3><ul><li>You collaborate well and have an appetite for problem solving.</li><li>You bring passion to your work and operate with a sense of purpose that motivates those you work with.</li><li>Your structured thinking and versatile set of analytic and technical skills generates a deeper understanding of our customers and enables high-impact, efficient solutions, and experiences.</li><li>You are intellectually curious, take initiative, and love learning new skills and share that knowledge with others.</li><li>You design solutions that automate, streamline, and standardize existing business processes.</li></ul><h3>The Value You Deliver</h3><ul><li>You improve process and data flows through your ability to understand data and the impact changes will have across multiple systems.</li><li>You demonstrate strong analytical skills and make timely decisions based on facts, knowledge, experience, and judgment.</li><li>You find opportunities for improvement in data analysis, insights, and automation.</li></ul><h3>How Your Work Impacts the Organization</h3>For Workplace Investing to deliver upon its strategic goals, strengthen our core value proposition, strategically re-engineer our operating environment, and provide our customers with better outcomes—it is crucial that we provide a support environment that is agile, efficient and delivers superior customer outcomes across a broad range of partners, services, and products. The Solutions Office is a distributed team with end-to-end solution and execution capabilities. It helps identify and execute activities/capabilities that can be transitioned to us which allows our business partners to be more focused on delivering results to our clients, prospects, and advisor community.Our team provides solution development and execution support using agile techniques, a “good/better/best” approach, and subject matter expertise to rapidly re-engineer and automate front-end processes. We provide solutions across all WI and SPS products and services as well as partner with Fidelity International.<h3>Company Overview</h3>At Fidelity, we are focused on 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.<h3>Join Us</h3>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity— we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities. We invite you to Find Your Fidelity at fidelitycareers.com.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Principal Data Analyst, Data Analytics and Insights

<h3>Job Description:</h3>Senior Risk Manager – Finance Risk Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The Corporate Services Risk Team within the Fidelity Risk Group is looking for a hard-working team member to help support the business in identifying, monitoring, and mitigating risks in order protect the interests of the firm and our customers. The Senior Risk Manager safeguards Fidelity's customers by identifying risks and developing innovative solutions to improve controls, while fostering a strong risk culture. To achieve this goal, the team is tasked with identifying, evaluating, and communicating significant risks and assisting business partners in improving the control environment. The Businesses We Support Our team provides Business Unit Risk support to a variety of Fidelity’s Corporate Functions, including Corporate Accounting and Corporate Treasury. This role is part of a team that is responsible for executing the Risk Management programs (e.g., proactive risk assessment, risk monitoring, scenario planning, incident escalation, management and trending, risk programs, and risk routines) that are tailored to the unique risk profile of each Corporate Function, with a focus on enhancing the existing risk support model and developing a new support model for other Corporate Functions. The Expertise You Have <ul><li>Bachelor’s Degree required </li></ul><ul><li>7+ years industry experience, including, Finance, Public Accounting, Audit or other Risk Management activities </li></ul><ul><li>Excellent verbal and written communication skills </li></ul><ul><li>Proven leadership or project management experience </li></ul>The Skills You Bring <ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk </li></ul><ul><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change </li></ul><ul><li>Experienced with data analytics tools (e.g., Excel, PowerPoint, Tableau, Power BI); adept at shifting from sample testing to analyzing full populations to uncover risks or control issues </li></ul><ul><li>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need </li></ul><ul><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience </li></ul><ul><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues </li></ul><ul><li>Adaptable to new information, changing business priorities, input from others, and lessons learned </li></ul><ul><li>Proven risk management knowledge and experience, including risk assessment and control evaluation </li></ul>​The Value You Deliver The candidate’s primary responsibility will be providing business unit risk support, including: <ul><li>Engaging effectively with the business and applying data to identify risks, provide guidance, conduct risk assessments, and perform testing activities </li></ul><ul><li>Continuously analyzing and assess the risk profile of the business </li></ul><ul><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities </li></ul><ul><li>Collaborating across our Risk team and the Legal, Risk and Compliance group to optimize the Risk Management support provided to the business and advance the effectiveness of our program ​</li></ul><h3>Certifications:</h3><h3>Category:</h3>RiskMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Risk Manager - Finance Risk

<h3>Job Description:</h3>Risk Director – Finance (Accounting, Treasury and Tax)Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The Corporate Services Risk Team within the Fidelity Risk Group is looking for a hard-working and experienced Risk Director to help support the Finance business functions in identifying, monitoring, and mitigating risks in order protect the interests of the firm and our customers. As Risk Director, you will be responsible for assessing and reporting on significant risks, developing strategies and solutions to help our business partners manage risk, ensuring risks are identified early, escalated appropriately, and addresses timely and effectively.<h3>The Businesses We Support</h3>Our team provides Business Unit Risk support to a variety of Fidelity’s Corporate Functions, including Corporate Accounting and Corporate Treasury. This role is part of a team that is responsible for driving the Risk Management programs (e.g., proactive risk assessment, risk monitoring, scenario planning, incident escalation, management and trending, risk monitoring, risk programs, and risk routines) that are tailored to the unique risk profile of each Corporate Function, with a focus on enhancing the existing risk support model and developing a new support model for other Corporate Functions. This role requires thinking and collaborating across Fidelity, encouraging partnerships with various teams for risk management.<h3>The Expertise You Have</h3><ul><li>Bachelors’ Degree required; Certified public accounting certification (CPA) a plus</li><li>10+ relevant experience; Finance, Audit or other Risk Management experience preferred</li><li>Proven leadership or project management experience</li><li>Ability to help drive and cultivate a strong risk management mindset within the business</li><li>Excellent verbal and written communication skills with the ability to articulate complex information</li></ul><h3>The Skills You Bring</h3><ul><li>Demonstrated risk management knowledge and experience, including risk assessment and control evaluation</li><li>Strategic thinking by approaching work with an open mind and sense of creativity, and challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Knowledge of data analytics capabilities/tools to analyze full populations to surface risk or identify control deficiencies</li><li>Works comfortably in a fast-paced and dynamic environment handling multiple projects simultaneously with minimal day-to-day supervision with the ability to prioritize and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others; able to build strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Provides supervision, coaching and direction to less experienced associates, as well as training/knowledge sharing as subject matter authority to others</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li></ul><h3>The Value You Deliver</h3>As Risk Director, you will play a leadership role in setting and executing the Risk Management strategy for our Finance business partners, including:<ul><li>Continuously analyzing and assessing the risk profile of the business</li><li>Proactively managing risks and responding to emerging issues</li><li>Developing innovative solutions and influencing meaningful outcomes</li><li>Serving as a trusted advisor to the business</li><li>Collaborating with business leaders and risk, compliance, legal and audit partners</li><li>Creating a culture of learning and development to improve our capabilities</li></ul><h3>Certifications:</h3><h3>Category:</h3>RiskMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Risk Director - Finance (Accounting, Treasury and Tax)

<h3>Job Description:</h3>IT Audit Director – Global Financial Controls Center of ExcellenceThe Role:Are you ready to make an impact? If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC IT Audit Director is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated complex audits and advisory reviews over select strategic initiatives. Specifically, this role will be key in supporting modernization initiatives, including emerging technologies and system implementations, launch of new products and services to ensure a strong controls environment. Based on experience, candidates will be assessed at the Director or Sr. Manager level, and this role will report to the Head of the Global Financial Controls CoE.The Expertise and Skills You BringPlay an integral role as part of GFC’s senior leadership team and through your advanced understanding of IT governance frameworks, Internal Controls over Financial Reporting, and Accounting concepts/standards. Lead and coach associates, including other people managers, to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Information Technology, Accounting, Finance)</li><li>10+ years of experience leading and executing IT audits, IT SOX (ITGC, ITACs, &amp; IPEs) and consulting engagements leveraging relevant IT governance frameworks (e.g., COBIT, NIST CSF, ISO 27001/2)</li><li>Professional certification CISA or CISSP highly desired. Other relevant certifications CPA, CA, or CIA</li><li>Proven ability to design, assess, and implement financial controls during large-scale ERP or financial system rollouts</li><li>Skilled in identifying implementation-related risks (e.g., data migration, system configuration, user access)</li><li>Experience developing risk mitigation strategies and embedding controls into project plans</li><li>Experience with automation, control digitization, and leveraging analytics to monitor control effectiveness</li><li>Experience leveraging AI/ML for continuous control monitoring, anomaly detection, and fraud prevention</li><li>Strong interest in upskilling and coaching non-IT auditors to effectively assess ITACs and IPEs</li><li>Familiarity with financial statement audits, ICFR, and collaborating with financial auditors on integrated audits</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Familiarity and proven track record of driving change within complex / matrixed corporate environments</li><li>Exceptional leadership and master relationship builder with proven influencing and people management skills</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li><li>Financial services industry experience desirable</li></ul>The TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. 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 all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>. The base salary range for this position is $126,000-$212,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Audit

Director, Global Financial Controls CoE

<h3>Job Description:</h3>The Proposal Consultant will develop and produce effective sales materials, primarily Requests for Proposals, in support of Fidelity Workplace Investing’s overall business goals. Each document is customized and includes a set of unique requirements specifically designed to provide Fidelity’s external customers, including: employers, plan sponsors, and third-party consultants/advisors with a clear understanding and detailed description of the value proposition Fidelity brings to its clients and how our product and service delivery model works. The TeamThe Proposal Consultant is responsible for the management, completion, and production of proposal requests for some of our most visible and complex opportunities from internal business partners, including Account Executives, Solution Architects, Product and Services Consultants, Managing Directors, and Senior Management. The Proposal Consultant excels in developing strong relationships with internal clients, facilitating effective communication, and successfully managing projects in an extremely fast paced environment with little supervision. The Proposal Consultant is also in charge of training and mentoring new associates and serving as a team leader or coach for others on the team. He/she also takes the lead on initiatives that drive efficiencies and improve processes across the team and broader organization. The Expertise You Have <ul><li>Bachelor’s Degree required; degree in Marketing, English, or Journalism preferred</li><li>Three plus years financial industry experience and/or three to five years proposal management experience</li></ul>The Skills You Bring <ul><li>You can demonstrate strong written and verbal communication skills</li><li>Outstanding organizational and time management skills</li><li>Excellent project management skills and you display the ability to effectively manage all moving parts and complete all deliverables within tight timeframes</li><li>You must have strong interpersonal skills and ability to communicate effectively with business partners and team members at all levels of the organization</li><li>Strong collaboration and networking skills; you have the ability to appropriately manage expectations with individuals at a higher level in the organization</li><li>You are a strong individual contributor within a team environment and ability to work with minimal supervision</li></ul>The Value You Deliver <ul><li>Working with the Account Executive, Solutions Architect, and Product &amp; Service Consultant to develop strategy plan appropriate for project requirements</li><li>Assuming overall responsibility for proposal activities such as: planning, organizing timeline and project deliverables</li><li>Researching appropriate project responses through supplied databases as well as other identified sources</li><li>Displaying strong product and technical knowledge within the supported market and applicable Fidelity services</li><li>Concurrently managing multiple projects to meet deadlines while achieving desired output</li><li>Ability to manage documents to eliminate redundancies, ensure responses align with questions, and leverage key learnings from previous efforts and apply to future projects</li></ul><h3>Certifications:</h3><h3>Category:</h3>Sales SupportMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Proposal Consultant

The Team <ul> <li>Responsible for providing client advisory, ongoing customer servicing, troubleshooting customer problems, handling certain activities for the client account and is the primary point of contact for the day-to-day customer service (e.g., call center, etc.). Incumbents work well with clients every day and assist with maintaining the relationship with several clients. Client Service Associates at this level are knowledgeable on the day-to-day activities of the Health and Welfare product and processes. This individual supports the virtual team leader for the services provided. Client Service Associates will focus on day-to-day resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines, or processes. Roles at this level may have full ownership for one or more processes, reports, procedures, or products. Roles at this level typically require an individual emerging as a specialist in a specific skill set or business area but who remain focused primarily on daily execution. Minimum years of experience: Typically, 3 years of Health and Welfare outsourcing experience. Primary focus is on everyday execution, assisting with regulatory compliance, participating in internal and client audits, and helping to develop client-specific solutions based upon subject expertise. </li></ul> The Expertise You Have <ul> <li> </li><li>Ensure the operational services provided to a client meet their assigned clients’ outsourcing needs, meet internal and external service level agreements, and are delivered in a quality manner </li><li>Act as the knowledge professional relative to their clients’ plan level provisions and recordkeeping processes </li><li>Primary point of contact for day-to-day administration and customer service </li><li>Coordinate resolution of client and plan participant issues brought forward from plan sponsors and internal partners, and work with Client Service Manager to perform high level cost, risk, and benefit analysis without compromising quality customer service </li><li>Ensure that all plan sponsor directions documentation and other requirements documents (e.g., Plan Administration Manual, Procedures, Associate Benefits Library, Communications, Production Calendar) are updated based on client direction and requirements and the appropriate signoff has been received </li><li>Ensures communications across the Virtual Team of client changes or improvements, service issues areas or risks including Service Level Agreements (SLAs) and serve as an internal critical issue point of contact for their clients’ operational issues </li><li>Support scheduled and adhoc client reporting needs (as needed) and supports the H&amp;W billing process </li><li>Identify and recommend efficiency/productivity improvements for client book </li><li>Provide backup coverage for Client Service Manager and represent in internal meetings (as needed) </li></ul> The Skills You Bring <ul> <li> </li><li>BS or BA </li><li>3 years of benefits administration, outsourcing administration (H&amp;W) or proven experience </li><li>Customer obsessed; demonstrates the ability to balance customer service and sound business judgment </li><li>Strong communication skills; written and oral </li><li>Effective organizational, time management, facilitation, and prioritization skills </li><li>Demonstrated ability to get things done </li></ul>

Fidelity TalentSource

Health and Wellness Client Service Associates

<h3>Job Description:</h3>Director, Digital Assets OperationsThe Role In this role you will be responsible for assessing and documenting the requirements for Fidelity’s digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.The Expertise and Skills You Bring<ul><li>Advanced knowledge of alternative investments with an emphasis on deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.</li><li>Bachelor’s Degree or equivalent</li><li>8+ Years of experience preferred</li><li>Effective written and verbal communication</li><li>Experience with fund operations including administration, accounting, valuation, and custody</li><li>Investment product knowledge including product pricing, digital, alternative and standard investment vehicle structures, regulatory framework, and distribution</li><li>Investment operations including trading, portfolio analytics, performance, and compliance</li><li>Portfolio transition management</li><li>Transferable skills include risk management, compliance, and project management</li><li>Bachelor’s Degree or equivalent experience. CAIA and /or CFA is a plus.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamIn Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunities to<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Digital Assets Operations

<h3>Job Description:</h3>The RoleAre you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions?We are seeking someone who enjoys working with internal and external teams to deliver outstanding Cash Management products and services! The associate will focus in the Cash and Money Movement Product Area within the Cash Management Squad, part of the Business Enablement Chapter.Responsibilities of the job will include the following:<ul><li>Focus on improving the customer experience, platform modernization, and innovating new mobile experiences related to cash and payments.</li><li>Active participation in 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 readiness and rollout activities related to production releases</li><li>Performing business testing focused on new functionality, operational processes, and end user experience</li><li>Implementing, measuring, and utilizing metrics &amp; data to aid in identifying enhancement and improvement opportunities</li><li>Participating in the prioritization of the squad work (in partnership with Squad Leader &amp; Scrum Master) to deliver value based on an understanding of business and system needs</li><li>Helping to conduct key research and analysis to prioritize squad work</li></ul>The Expertise and Skills You BringExpertise<ul><li>Bachelor’s degree or equivalent with minimum of 5+ years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with cash management is a plus</li><li>Familiarity with Agile process &amp; tools including possessing good story-writing skills</li><li>While the focus of this role is on delivery of experience improvements – this individual should possess the ability to think of the broader impact of changes and downstream work</li><li>Embrace working within a team of associates with a diverse skill set, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners</li></ul>Skills<ul><li>Synthesizing requirements and business needs into full Agile stories</li><li>Has a strong affinity for business and systems analysis, data analysis, and system &amp; process improvement work</li><li>Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends</li><li>General understanding of the financial services industry</li><li>Proven experience in product management, project management, analysis, and process improvement</li><li>Possesses the ability to work &amp; act independently, multi-task, influence others, manage stakeholders, and maintain a positive can-do demeanor</li><li>Strong collaboration, communications, organization, and presentation abilities</li><li>Possesses strong skills in JIRA, Miro, PowerPoint, and Excel</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Consultant, Business Enablement, Cash Manager

Take your career further with McLane! McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. The Operations Director provides leadership and guidance for DC operational functions such as Transportation, Warehousing, facilities management, building layout, racking and systems, inventory management, and quality assurance. They plan, organize, manage, and support the projects and activities required for the DC with the training, tools, facilities and equipment necessary to support growth, QA compliance and continuous improvement towards productivity and service levels. Benefits you can count on: <ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Director of Operations II: <ul><li>Participate in the development of overall business planning and supply chain planning strategies and develop explicit goals and strategies closely linked to the overall business planning and supply chain process. </li><li>Coordinate with Corporate Operations Support staff on strategies to improve service levels and Key Performance Indicators (KPIs). </li><li>Provide leadership for the Transportation and Warehouse departments. </li><li>Communicate the status of activities and results on an ongoing basis. Ensure all affected location and functional interests are represented and addressed; develop/recommend alterations to procedures and best practices where warranted. </li><li>Understand, articulate, and execute all QA criterion set forth in supply chain processes. </li><li>This position has additional duties. Special projects may be assigned at the position supervisor's discretion. </li></ul> Qualifications you'll bring as a Director of Operations II: <ul><li>3+ Have a bachelor's degree in Logistics, Business, Accounting, or a related field. </li><li>Have at least 5 years of experience in all facets of the foodservice distribution Industry, preferably in the QSR sector. </li><li>Accounting, planning, and analytical experience is required. </li><li>Preferred experience with AS/400 systems, JDE, EXCEL, Microsoft Word, and Access programs; XATA, PeopleNet or similar programs. </li><li>Have a detailed understanding of financial statements and resulting cost implications. </li><li>Be able to identify financial issues and provide cost effective solutions. </li><li>Be able to use IT systems to generate and evaluate key performance data. </li><li>Have experience with multi-shift, 6- to 7-day operations. </li><li>Have management experience with large DC and driver workforces (200+). </li><li>Ability to cultivate and manage relationships with customers (100+, comprising 1,000-2,000 stores) and maintain high visibility with major customers, co-ops, and corporate customers. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Director of Operations- Designate

Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. Under limited supervision, the Customer Service Representative II handles non-routine customers and issues while achieving customer satisfaction by providing accurate, timely, and consistent information and solutions. This position provides a reliable communication network for customers resulting in strong business relationships. Benefits you can count on: <ul><li>Pay rate: $X.XX to $X.XX per hour. </li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Customer Service Representative II: <ul><li>Monitor customer reporting; communicate critical issues. </li><li>Research and respond to customer inquiries. </li><li>Maintain customer files to ensure up to date information. </li><li>Manage customer requests for assistance, information, and issue resolution. </li><li>Provide accurate and consistent responses to customer concerns and questions, taking immediate action to ensure customer needs are met. </li><li>Maintain regular communication with decision makers within customer organizations. </li><li>Train customers on various business applications to maximize company value to the organization. </li><li>Analyze and respond to various customer requests involving store level and group level information. </li><li>Respond to various customer requests and needs. </li><li>Answer inquiries by phone, email, and internet response. </li><li>Perform other duties as needed or assigned by supervisor. </li><li>Other duties may be assigned. </li></ul> Qualifications you'll bring as a Customer Service Representative II: <ul><li>High School Diploma or GED. </li><li>2 or more years of customer service experience. </li><li>Ability to type 45 wpm and perform 10-key by touch. </li><li>Strong verbal and written communication skills, and organization and planning skills. </li><li>Knowledge and experience with all Microsoft office applications. </li><li>Ability to prioritize pending tasks in a logical manner. </li><li>Ability to learn quickly, retain information and meet deadlines. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

59 Project Management / Professional Services Jobs in Westlake, TX, USA