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<h3>Job Description:</h3>The RoleReporting into the Head of the Tax-Exempt Market (TEM), this role and a key member of the TEM senior leadership team. The role leads TEM efforts to drive growth and retention of our clients, enhance Fidelity’s presence in the market, and drive adoption of new solutions to expand and strengthen relationships. There will be significant interface with senior management as well senior leaders and subject matter experts both internally and externally. Key aspects of the role encompass:<ul><li>Leading competitive client retention efforts; dedicated third-party consultant engagement to drive retention and growth.</li><li>Cultivating key consulting relationships to support the market growth of TEM; advocating on behalf of Fidelity’s client relationships with the largest and most influential external consultants.</li><li>Developing the market roadmap with TEM industry practice leads to strength market presence and help optimize client engagement opportunities.</li><li>Frequent interaction and strong collaboration with internal sales professionals, relationship management, consultant relations, custody &amp; clearing and business partners, critical in addressing client and/or consultant specific situations.</li><li>Direct partnership with RIAs and their advisors who act in a fiduciary capacity for TEM participants.</li><li>Increasing client appreciation for the level and value of our services.</li></ul> The Expertise and Skills You Bring<ul><li>Bachelor’s degree; MBA or advanced degree helpful.</li><li>Series 7, 24 and 63 required. </li><li>Minimum:<ul><li>10 years in the financial industry; Strong understanding of the retirement business regulatory environment; working knowledge of 401(k)/403(b)/457 qualified and non-qualified defined contribution plans a plus.</li><li>5 years managing and cultivating a vibrant and inclusive team environment.</li></ul></li><li>Ability to travel up to 70% .</li><li>Proven success:<ul><li>Building and cultivating strategic relationships; strong organizational that can champion and influence initiatives and solve complex problems working with internal partners and external stakeholders and clients.</li><li>Influencing and negotiating strategic product/service delivery through collaboration with large, complex clients to adoption of product solutions to meet client needs.</li><li>Interpreting sophisticated problems, leading business indicators and translating them into practical solutions.</li><li>Demonstrating end-to-end business thinking, planning, and decision-making to achieve clear and measurable outcomes.</li><li>anticipating and interpreting market needs, adapt to changes and prioritize as necessary while meeting consultant and/or client-imposed deadlines.</li><li>Understanding and developing industry and competitor products/services and best practices.</li></ul></li><li>Exceptional communication skills both oral and written translating business context, challenges and strategy into a compelling story/presentation; C-suite command presence.</li><li>Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo.</li></ul>The TeamTax-Exempt Market (TEM) provides workplace benefits &amp; recordkeeping services to non-profit institutions, which include health care, higher education, faith-based, government, and other tax-exempt organizations.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>ConsultingFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Head of Client Consulting, Growth & Retention

<h3>Job Description:</h3>Fidelity’s Workplace Investing (WI)/Healthcare (HCG) business units help employers offer successful benefit programs to improve their employees’ overall well-being. WI/HCG offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, outstanding service, and engaging employee experiences. WI/HCG is the market leader with ~30% market share serving 26K employer clients &amp; 34M employees and administrating $3.0T in assets.The Stock Plan Services Product Domain exists to focus and deliver upon the needs of our Stock Plan Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul> As the SPS Product Offering Lead you blend broad product management expertise with a deep understanding of Equity Compensation Products to identify the product features that deliver the maximum business partner and/or customer value. You will help rationalize the strategic direction for the Domain by analyzing market/product feature gaps that will increase the value of our offering to current and prospective clients supporting future growth of our business versus our current priorities. You will analyze new business ideas and work with Product Areas leaders and technology partners in the agile model to assess the solution size as input into our portfolio priorities. In your role, you will be responsible for defining the SPS Domain Product story and interface with clients to share our focus areas and roadmap. You will focus on looking at the holistic offering including digital experiences and formulating a strategic point of view of how to maximize the deployment of our technology resources to maximize value to our business. You will interface with the sales organization and Fidelity Workplace Consulting to influence the nature of tactical solution deployed while driving alignment on how these will transition to the strategic SPS product offering over time. You will also assist with effective go-to-market routines to enable adoption of new features and services.As the Offering lead you will manage the chapter area resources responsible for defining product features for our execution portfolio. You will work to support alignment of the product vision from initial business case through to feature decomposition to support agile delivery in the agile teams. You will further partner with the Chapter Area Leader to support a learning curriculum that will strengthen the Equity Compensation domain knowledge and business analysis functions that support success in delivery. The Expertise You Have <ul><li>Bachelor’s Degree required; MBA preferred.</li><li>Series 7, 63 and 24 licenses preferred.</li><li>15+ years of financial services work experience</li><li>Proven track record of defining a strategic product vision and creating business cases/idea screens for support.</li><li>Experience engaging with executive and senior (C-suite) internal and external customers and partners.</li><li>Experience defining complex product features spanning Workplace and Brokerage Capabilities</li><li>Financial services experience, with brokerage experience a plus</li></ul>The Skills You Bring <ul><li>Experienced and inspirational people leader, skilled at setting strategic direction across multiple products, segments, and experiences engaging internal/external partners to drive alignment on a product vision.</li><li>Executive level experience leading the definition of broad, complex, feature set and product offerings aligned with and in support of the strategic direction of the organization.</li><li>Robust decision making supported by data-focused approach that drives feature prioritization, in day-to-day leadership and strategic tradeoff analyses.</li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the firm.</li><li>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion.</li><li>Ability to create an inclusive culture that encourage diversity of thought, drives debate, and encourages all to unlock their potential on behalf of our clients.</li></ul>The Value You Deliver <ul><li>Strong product management experience including offering design, value proposition definition, customer engagement strategy and associated go-to-market functions to ensure success of feature deployments.</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</li><li>Proactively partnering with the External Clients, SPS Leadership Team, other Domain, Tribe, Chapter Area, COE, and Team leaders to:<ul><li>Understand market gaps and/or the needs of customers and business partners.</li><li>Define and analyze business opportunities associated with new feature delivery.</li><li>Drive alignment on feature definition and associated market priorities to delivering on strategic priorities and value.</li><li>Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities</li><li>Sharing relevant insights, knowledge, and developments across the Domain</li></ul></li><li>Advocate for Stock Plan customer needs with partner teams across multiple domains, business units to gain alignment on an E2E vision supporting Stock Plan customer needs.</li><li>Encouraging continuous learning and development, a growth attitude and increased skill proficiency</li><li>Leading innovative growth strategies as part of Fidelity’s highest critical initiatives (e.g., Fidelity Neighborhoods), and attracting new customers, growing revenue, driving efficiency, and enhancing technology platforms</li><li>Working with Product Area Leaders, Portfolio Strategy team and chapters to optimize technology roadmaps on the highest value features</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

Stock Plan Product Offering and Analysis Practice Lead

<h3>Job Description:</h3>The Role​Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We’re looking for a dynamic, motivated NQDC Business Intelligence Strategist to join our team! You will work across our matrixed product, sales, service, and support teams to develop and implement strategies to deliver actionable insights from a broad array of data. You will help drive better outcomes by undertaking new analysis, communicating insights compellingly, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you.The Expertise You Have <ul><li>Experience: Bring over 10 years of financial services experience, preferably in data analytics, as well as some combination of financial reporting and product management, with a consistent track record of driving successful analytics product development and adoption.</li><li>Proven experience in business analytics, strategy development, and execution.</li><li>Strong understanding of business intelligence tools and data visualization techniques.</li><li>Excellent communication and interpersonal skills to effectively collaborate with cross-functional teams.</li><li>Ability to manage multiple projects and prioritize tasks in a fast-paced environment.</li><li>Proficiency with data analysis and visualization tools (e.g., SQL, Tableau, Power BI).</li><li>Experience with data centralization and management (e.g., data lakes) is a plus.</li></ul>The Skills You Bring <ul><li>Passion for understanding complex problems with data and developing a communication strategy to help a large organization understand and act.</li><li>Ability to navigate many sources of data and business partners, interacting with them to complete analytical needs while maintaining a clear strategy and understanding of inconsistencies.</li><li>Excellent communication skills to prepare clear visual, written, and spoken content to influence stakeholders at various levels across the organization</li><li>A continuous improvement approach, willingness to challenge the status quo and push for new thinking.</li><li>A data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses.</li><li>Knowledge of data privacy regulations and security best practices is crucial for ensuring the confidentiality and integrity of client data.</li><li>Strategy and Planning: Develop and implement a strategic roadmap that aligns with broader organizational goals. A deep understanding of client needs and the ability to translate those needs into roadmap is essential.</li><li>Technical Knowledge: The ability to analyze complex data sets, identify trends, and extract meaningful insights is crucial for developing effective analytics and reporting products.</li><li>Proficiency with data analytics tools such as SQL, Python, Tableau, or similar platforms and familiarity with data visualization techniques is a plus. You have a shown ability to craft and implement analytics solutions that optimally communicate sophisticated analytics in a clear and understandable format on your own and/or working through a team.</li><li>Product Management: Experience in product management, including defining product roadmaps, prioritizing features, and collaborating with cross-functional teams.</li><li>Familiarity with data integration &amp; technology (e.g., APIs, data exchange technology, future technology direction)</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver <ul><li>Develop and execute strategies to inform multiyear resourcing and priorities.</li><li>Inventory and map current data and routines where business metrics are delivered.</li><li>Formulate and implement strategies around business intelligence, plan benchmarking, insights, and analytics.</li><li>Conduct interviews with key business partners to scope out new views and insights.</li><li>Identify data sources and opportunities for centralization, such as data lakes.</li><li>Serve as the point of contact for product, finance, implementations, operations, and other departments.</li><li>Stay up to date on industry trends and developments to inform strategic decision-making.</li><li>Conduct thorough market research to understand industry trends, client needs, and the competition.</li><li>Analyze data to gain insights into company performance.</li><li>Collaborate with different teams within the company to implement proposed strategies.</li><li>Monitor the implementation and effectiveness of business strategies.</li><li>Identify potential risks or issues with business operations and suggest changes to mitigate them.</li><li>Develop and present detailed reports and presentations for stakeholders on strategy performance.</li><li>Create prototype dashboards and routines that deliver actionable business intelligence.</li><li>Develop and deliver a multi-year roadmap and resource plan to support long-term business goals.</li></ul>The TeamFidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

NQDC Business Intelligence Strategist

<h3>Job Description:</h3>Health Care Program Manager The RoleAs a Health Care Program Manager, you blend deep experience in Health and Welfare, along with project management in an Agile eco system and bring a passion for mentoring and coaching, and continuous improvement. As part of a highly collaborative project team you will support the delivery of client facing projects, while advising, mentoring, coaching and training on practices and processes to accelerate value delivery. In partnership with the Portfolio Manager you will maintain a backlog, help to remove impediments, manage projects to success on time and on budget, while also facilitating agile ceremonies such as the daily stand up, sprint planning and retrospectives. You will have responsibility for release management coordination as well as managing interdependencies across teams and product areas. You will examine and drive team performance through metrics and find opportunities for the team to fully realize their potential. On a need basis, you would interact with the client servicing teams and external vendors.<ul><li>Work closely with Portfolio Managers to drive successful completion of projects blending traditional Program / Project management techniques with agile team delivery </li><li>Work to align people and work to sprints, in alignment with defined project timelines, removing impediments, providing delivery updates and escalating risks and issues as necessary</li><li>Accelerating overall squad performance, efficiency and value delivered by engaging within and across squads to find opportunities to improve agile maturity, processes, metrics, and providing coaching, training and resources to team members as necessary</li><li>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</li><li>Managing, coordinating logistics for and participating in team events (e.g., sprint planning, daily huddles, retrospectives and as appropriate other meetings)</li><li>Supporting adoption, and consistent use of enabling tools (e.g., Jira (sheets), Miro, Confluence, SharePoint, MS Teams, MS Excel, MS Powerpoint)</li><li>Work with external vendor(s) on behalf of the client to discuss requirements, testing, timing, etc.</li><li>Coordinate across functional groups to ensure staffing, approach, content and schedules are consistent for timely project completion.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree or equivalent work experience</li><li>Health &amp; Welfare / Health Care experience required</li><li>PMP or PMI Certified Agile Practitioner preferred, with high emphasis on using Project management techniques in an agile environment </li><li>Jira experience required</li><li>Experience working as a global team member</li><li>5-7 years of experience with 2+ years’ experience in a Project/Project Manager role required</li><li>You possess excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization</li><li>You demonstrate a continuous improvement approach</li><li>You are a proven change agent capable of coaching agile practices to teams and individuals from across different functions, experiences and geographies as they work through new and unfamiliar situations</li><li>You are an effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerating value delivery</li><li>You are intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</li><li>You plan for project deliverables, both short and long term. Break down long term timelines into shorter milestones.</li><li>You are adept at stakeholder management, risk management and collaboration with global teams</li><li>You have experience applying Scrum outside of software development in operations or equivalent functions.</li></ul>The TeamYou will support one or more cross-functional teams (squads), engaging with all team members and the Program Manager to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. By extension of you and the squad, you will serve Fortune 100 companies and their participants by performing the functions required to administer health and welfare benefits through annual enrollment and throughout the year.Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation<h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Healthcare Program Management

<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to the Westlake, TX regional Center.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Advanced Planning - REMOTE - Westlake, TX

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Services Representative - Southlake, TX

<h3>Job Description:</h3>The Vice President, Health &amp; Welfare (H&amp;W) Consulting position is within Fidelity's Workplace Consulting group, which is comprised of over 600 professionals who help clients solve some of the most sophisticated challenges. Workplace Consulting offers a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. The target market is large companies (more than 5000 employees) although many valued relationships exist with much smaller organizations.The RoleThe Vice President, H&amp;W initiates business development activity for Workplace Consulting projects and ongoing client opportunities. Additionally, the VP serves as a lead consultant on client assignments and is responsible for balancing revenue generation, productivity, client/project management, work quality and practice development. They also mentor less experienced associates, participate on cross-functional teams and promote teamwork within the practice, office and region.<ul><li>Analyze benefit programs by examining utilization trends, plan performance, claims and enrollment data and performance metrics; Provides guidance and consultative support to clients based on findings</li><li>Lead collection, analysis, negotiations and finalizing renewals</li><li>Develop health and welfare program pricing and budgets; determine employee contributions and premium equivalent rates for self-insured plans</li><li>Perform marketing analysis including RFP creation, proposal collection, and vendor comparisons; Assist with vendor selection and performance criteria; Negotiate rates/pricing, contractual provisions and performance guarantees with new and current benefit vendors; and manage new vendors and exiting vendors during implementation process</li><li>Assess and respond to legal or compliance issues related to health and welfare programs.</li><li>Maintain and apply knowledge regarding the major health plans, administrators and other vendors available in the marketplace to consulting clients and prospects</li><li>Plan and deliver projects arising from client needs related to health and welfare benefit programs</li><li>Ensure clear and detailed understanding of the client needs and situation, including client’s affirmation of our understanding</li><li>Develop project plans with accurate estimates of the time and fees required for completion.</li><li>Manage client expectations regarding project timing and fee estimates. Lead projects in accordance with quality standards and estimated time frames. Understand what constitutes a 'change in scope' requiring revised fee estimates and appropriate communication with all parties involved</li><li>Communicate regularly with the project team and practice management.</li><li>Be viewed as a reliable business advisor by internal relationship managers, clients, and prospects as it pertains to strategic human resource consulting, in particular health and welfare benefits</li><li>Initiate and effectively participate in business development activities</li><li>Serve, or be prepared to serve, as a lead contributor during client/prospect presentations. Effectively gather client/prospect information and document such information in a manner helpful to other consulting colleagues. Effectively present and discuss current issues with clients and prospects</li><li>Prepare effective letters, presentations, proposals, etc.; effectively deliver presentation to other associates and to clients</li><li>Apply effective follow-up skills and routines to secure as many business development opportunities as possible</li><li>Demonstrate team selling and the appropriate delegation of time and responsibility during and following the business development process</li><li>Generate new business of $1M annually</li><li>Participate as a cooperative, proactive team member in projects involving other associates throughout the practice, group and region</li><li>Accept coaching and other development feedback from associates within and outside the practice</li><li>Share information freely and pro-actively. Keep other associates apprised of current information, and ensure all relevant information is captured in client files</li><li>Help develop standardized work processes which improve quality and productivity</li></ul>The Expertise and Skills You Bring<ul><li>10+ years of proven experience in benefit plan design, funding and/or administration. Background may encompass either consulting, plan sponsors or vendor organizations</li><li>A master’s degree is preferred. Bachelor’s degree is required</li><li>CEBS designation or actuarial credentials is required</li><li>Must have demonstrated competencies and experience in the following areas:<ul><li>Selling consulting services to Fortune 500 companies</li><li>Solving difficult client problems in a complex environment</li><li>Generating creative and innovative solutions and resolving major project issues</li><li>Initiating and sustaining ongoing relationships with clients, internal business partners and other associates</li><li>Presenting project proposals and deliverables to senior management</li><li>Managing contractual provisions, including scope control and managing projects through to conclusion</li><li>Pro-actively teaching and mentoring others</li></ul></li></ul><ul><li>Excellent analytical skills and communication skills (written and verbal), as well as strong interpersonal and team building skills</li><li>Detail oriented with the ability to lead many diverse projects with tight deadlines</li><li>Ability to work in fast-paced environment and own tasks to support clients</li><li>Strong Microsoft Office PC skills in Excel and Word</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Vice President, Health & Welfare

<h3>Job Description:</h3><h3>The Role</h3>As the VP, Acquisition Solutions (Squad Leader), you will work as part of the Marketing Solutions team within the Marketing Domains’ Strategy and Operations organization. You will lead a delivery team responsible for bringing acquisition and growth experiences to market in collaboration with the Marketing Channels team.You will work to deliver scalable solutions that push the full potential of marketing technology platforms and offer modernized capabilities for our marketing teams to deliver engaging pre-login Fidelity.com experiences, visitor re-engagement and prospect experience targeting. Activating these solutions requires engagement across Marketing Channels, UXD, and Marketing Technology. This team sits at the intersection of emerging capabilities and advancing experience delivery.Your ability to effectively communicate at multiple levels and adapt to changing business needs will be critical to your success as you collaborate with internal business partners across domains. Influence will play a big part of your success in this role. Strategic influence, influence on marketing and measurement methodologies, influencing well engrained ways of working, influencing technological approaches and integrations, and influencing and aligning expected outcomes.Focus areas include: <ul><li>Experience with enterprise-level content management systems, namely Adobe Sites (AEM) and/or SDL Tridion preferred</li><li>Proficiency with onsite and mobile experimentation platforms (e.g., Adobe Target and / or proprietary solutions)</li><li>Familiarity with advanced measurement and visualization platforms (Adobe Analytics, Snowflake, Tableau)</li><li>Familiarity with technical SEO, paid search, and AI-Generative search techniques</li><li>An understanding of the marketing data landscape, including identity resolution, CDPs, and AdTech onboarding</li></ul><h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s Degree, 8-10+ years in a marketing role or within an advertising agency</li><li>Refined ability to deliver senior-level presentations, roadmaps, and artifacts that effectively communicate the value, execution approach, and timing of complex deliverables to both technical and non-technical audiences.</li><li>Demonstrated framework thinker</li><li>Ability to direct teams to direct and create clear and standardized documentation</li><li>Self-directed with strong facilitation skills that empower cross-functional teams by planning and prioritizing work, providing clear direction, and maintaining clear communications with team members and partners.</li><li>Anticipates, and works to eliminate or minimize, potential challenges and issues</li><li>Adept at problem solving and have a keen interest in finding and sharing process efficiencies</li><li>Excellent oral/written communication and presentation skills</li><li>Experience leading people</li></ul><h3>The Team</h3>As part of the Marketing Strategy and Operations team, the VP, Acquisition Solutions plays a pivotal leadership role on our fast-paced team! By role modeling and promoting Fidelity and agile leadership behaviors, you will build and sustain an innovative agile culture.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

VP, Acquisition Solutions (Squad Leader)

<h3>Job Description:</h3>Job Description: Do you want to work with a team that helps understand how customers interact with Fidelity to drive better experiences and outcomes? Are you known for creating compelling, actionable insights with your data and analytic skills? Come join a world-class analytics team and work in an agile way to help power Fidelity forward with the best experiences in the Financial Services industry! The Team The Customer Knowledge &amp; Strategic Insights (CKSI) group within Wealth organization is an organization with a mission to drive client and business value using data, analytics and customer research. The work we do uses the wealth of its data to enable algorithms, analyses, and data products, resulting in transformed customer experiences and better strategic business decisions. As a member of the CKSI analytics chapter, you will be part of an agile team focused on helping enable business applications, customer insights and research with data platform. Your Role As the Director, Analytics &amp; Insights you will work on an agile team focused on helping understand how internal business partners use data in various applications, gather requirements for engineering teams, conduct analytics and develop insights to inform key decisions. In addition, you will power the team with key insights, create self-service analytic tools, and facilitate learning through experimentation. The Expertise We’re Looking For <ul><li>10+ years of demonstrated experience in data and analytics </li></ul><ul><li>Strong business acumen and uncanny ability to serve as a translator between business and technology. </li></ul><ul><li>Proven ability to lead projects, rallying collaborators from other organizations and getting to the heart of business problems. </li></ul><ul><li>Experience with Snowflake/AWS cloud platforms. </li></ul><ul><li>Naturally collaborative with experience working in an Agile environment, including with remote teams, both on and offshore. </li></ul><ul><li>Excellent written, oral communication, project management and presentation skills, and the ability to present complex data and statistics in a simple and clear way </li></ul><ul><li>You bring passion to your work and operate with a sense of purpose that inspires and motivates those you work with. </li></ul><ul><li>You are intellectually curious, always eager to learn new skills and share the knowledge with others. </li></ul><ul><li>You bring a data-driven approach to decision making. </li></ul><ul><li>You demonstrate a mix of analytics and technical skills - SQL, any programming language and/or Data Visualization tools. </li></ul><ul><li>You have extensive experience in partnering with key stakeholders to understand their business needs and delivering self-service solutions to exceed their expectations. </li></ul>The Skills You Bring <ul><li>Analytic expertise working with structured and unstructured data to identify key insights </li></ul><ul><li>Critical thinking and intellectual curiosity with desire to continuously learn new skills </li></ul><ul><li>Collaborator and are able to build and establish strong partnerships at all levels. </li></ul><ul><li>Hard-working, passionate teammate who thrives in an agile environment </li></ul><ul><li>Have fun at work and foster team connectiveness </li></ul>The Value You Deliver <ul><li>You enable the team to consistently enhance data platform and products. </li></ul><ul><li>As a continuous learner, you’ll stay abreast of the latest innovations across analytics, data science and machine learning, proactively developing your analytical skills to maintain your world-class expertise. </li></ul><ul><li>You’ll collaborate effectively with team members across the globe. </li></ul><ul><li>Working across Fidelity, you will help shape Snowflake platform to meet the needs for our customers along with your fellow analysts and product owners. </li></ul><ul><li>You drive continuous improvement in business process automation and self-service dashboard. </li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Advanced Data Analytics and Insights

<h3>Job Description:</h3>SQUAD LEADER – SMART ENROLLMENT RECORDKEEPING SQUAD (New Squad)The RoleAs a Smart Enrollment Recordkeeping Squad Leader, you blend leadership and product development experience with a passion for creating customer value and delivering results. You will be part of the fast-growing Fidelity Health group which helps employees make better health and financial decisions and take full advantage of their benefits. You will make a difference in the lives of our clients employees as we build a new and reimagined experience to help employees choose benefits for themselves and their families with personalized guidance from Fidelity. These decisions can save employees thousands of dollars a year, help protect their assets and provide higher quality health care for themselves and their families.As the product owner you are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities including a new benefits enrollment experience. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features and ensure respective products or services are available, stable, performant and supported when required. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will 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.<ul><li>Providing leadership for one or a small set of squads in alignment with the overall product area strategy</li><li>Defining, refining, and communicating the squads' mission and roadmap to motivate and build team and partner support and alignment</li><li>Making decisions that can impact business results with guidance from leaders. 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 KPI’s that deliver on agreed upon business, technology, and people results</li><li>Defining, evaluating, and communicating results against acceptance criteria. Engages with stakeholders regularly to monitor and share progress.</li><li>Inspecting and evaluating progress, and removing impediments</li><li>Collaborating and coordinating with Chapter Leaders and 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>Maintaining an understanding of client and market needs, preferences, and priorities</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; Master’s degree preferred</li><li>7+ years in agile, product management, technology and/or business</li><li>Experience designing, developing and maintaining dynamic products and solutions</li><li>Financial services and/or benefits administration experience, including familiarity with the regulatory environment, preferred</li><li>Agile experience</li><li>Jira and Jira Align experience preferred</li><li>You take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered</li><li>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these</li><li>You have a strong focus on execution and identify, communicate and remove impediments to progress</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You continuously improve and encourage an agile way of working</li><li>You establish and maintain unquestioning relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</li><li>You are intellectually curious and model a culture of continuous learning, mentoring and coaching</li><li>You have or are committed to developing a balance of technology and non-technology skills in order to fully appreciate the broad needs of our customers</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team You work in partnership with the Employee Digital Experience, Health and Welfare and HSA Product Area Leaders, other Squad Leaders, Scrum Master, and Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture. You will work within a large and evolving product offering, development, and support program, including numerous interdependent Agile squads.The base salary range for this position is $100,000-$169,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Product Management

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