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Fidelity Charitable is looking for a Grants Analyst to work on the Core Grants team in Westlake, Texas or Salt Lake City, Utah. The hourly pay rate range for this position is $22 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day. The Expertise we’re Looking For: <ul> <li>Bachelor’s degree or equivalent experience </li><li>0-2 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required. </li><li>Strong and effective verbal and written communication skills </li><li>Demonstrated attention to detail, with good follow-through </li><li>Strong organizational, planning, multi-tasking, time management skills </li><li>Demonstrated problem solving skills </li><li>Ability to work within tight deadlines </li><li>Demonstrated ability to identify and mitigate potential areas of risk </li><li>Working knowledge of Fidelity systems (XTRAC, RepApp), a plus </li><li>Knowledge of 501(c)(3) non-profit organizations, a plus </li></ul> The Purpose of Your Role The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable®. and IRS guidelines. As a member of Fidelity Charitable’s® inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well. You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that! The Skills You Bring <ul> <li>You have a high sense of urgency and understand when to escalate </li><li>Your strong and effective verbal and written communication skills </li><li>Your very best problem-solving skills with excellent follow-through </li><li>Your strong organizational skills, planning, and time management </li><li>You are a team player with the ability to influence without authority </li><li>You are flexible with overtime as requested (especially December – Giving Season) </li></ul> The Value You Deliver <ul> <li>Collaborating with internal Charitable business partners to fulfill special handling </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Delivering a great customer experience with each interaction to help strengthen donor relationships </li><li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting </li><li>Process high value transactions </li><li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items </li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization </li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance </li><li>Maintain up-to-date procedures for those functions for which responsible </li></ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising Company Overview 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. For information about working at Fidelity, visit FidelityCareers.com

Fidelity TalentSource

Grants Analyst

<h3>Job Description:</h3>The RoleWe are seeking a talented and detail-oriented Data Analyst to join our Data and Analytics Strategy team. In this strategic role, you will move beyond traditional reporting, collaborating directly with senior leadership to surface high-impact insights that inform and influence key decisions across OSG. You will be responsible for synthesizing complex data into clear, actionable intelligence, leveraging advanced analytics and visualization techniques to influence high-level business outcomes. Your work will involve close collaboration with cross-functional stakeholders to understand evolving business needs, identify opportunities, and drive data-informed strategies. In this knowledge and insights with colleagues to foster a culture of continuous learning.This is an exciting opportunity for a data-driven professional who thrives in a fast-paced, high-impact environment and is passionate about turning data into a strategic asset.The Expertise And Skills You Bring<ul><li>Bachelors degree or equivalent work experience.</li><li>Proven experience in data analysis, business intelligence, or related roles.</li><li>Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.).</li><li>Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.) is a plus.</li><li>Strong analytical and critical thinking skills with attention to detail.</li><li>Excellent communication and presentation abilities.</li><li>Ability to work independently and collaboratively in a demanding environment.</li><li>Knowledge of Brokerage Operations is a plus.</li><li>Knowledge of machine learning and data mining techniques is desirable.</li></ul>Responsibilities include:Data Analysis and Interpretation<ul><li>Perform exploratory data analysis to uncover trends, patterns, and anomalies.</li><li>Apply statistical and analytical techniques to derive insights from complex datasets.</li><li>Conduct hypothesis testing and predictive modeling to support business objectives.</li></ul>Data Collection and Processing <ul><li>Extract and transform data from various sources.</li><li>Clean and preprocess data to ensure accuracy and consistency.</li><li>Automate data collection and processing tasks.</li></ul>Data Quality Assurance<ul><li>Validate data accuracy, completeness, and integrity.</li><li>Identify and address data quality issues and discrepancies.</li><li>Address and resolve data availability issues</li><li>Implement data quality controls and monitoring mechanisms.</li></ul>Continuous Learning and Development<ul><li>Stay abreast of industry trends, best practices, and emerging technologies in data analytics.</li><li>Engage in training sessions and professional development initiatives focused on enhancing both technical expertise and people skills, as well as deepening knowledge of brokerage operations</li><li>Share knowledge and insights with colleagues to foster a culture of continuous learning.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Data Analytics and Strategy team supports the overall strategic direction of the organization. The team is responsible for oversight, management, and implementation of wide-ranging and broad-reaching efforts that advance both short- and long-term goals of the organization.The base salary range for this position is $67,000-$105,000 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>Business Analytics and Insights

Fidelity Investments

Analyst, Data Analytics and Insights

<h3>Job Description:</h3>The RoleWe are seeking a highly skilled, data-driven professional to join our Data and Analytics Strategy team. In this strategic role, you will move beyond traditional reporting, collaborating directly with senior leadership to surface high-impact insights that inform and influence key decisions across OSG. You will be responsible for synthesizing complex data into clear, actionable intelligence, leveraging advanced analytics and visualization techniques to influence high-level business outcomes. Your work will involve close collaboration with cross-functional stakeholders to understand evolving business needs, identify opportunities, and drive data-informed strategies. In this knowledge and insights with colleagues to foster a culture of continuous learning.This is an exciting opportunity for a data-driven professional who thrives in a fast-paced, high-impact environment and is passionate about turning data into a strategic asset.The Expertise And Skills You Bring<ul><li>Bachelors degree or equivalent work experience.</li><li>Proven experience in data analysis, business intelligence, or related roles.</li><li>Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.).</li><li>Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.) is a plus.</li><li>Strong analytical and critical thinking skills with attention to detail.</li><li>Excellent communication and presentation abilities.</li><li>Ability to work independently and collaboratively in a demanding environment.</li><li>Knowledge of Brokerage Operations is a plus.</li><li>Knowledge of machine learning and data mining techniques is desirable.</li></ul>Responsibilities include:Data Analysis and Interpretation<ul><li>Perform exploratory data analysis to uncover trends, patterns, and anomalies.</li><li>Apply statistical and analytical techniques to derive insights from complex datasets.</li><li>Conduct hypothesis testing and predictive modeling to support business objectives.</li></ul>Data Collection and Processing <ul><li>Extract and transform data from various sources.</li><li>Clean and preprocess data to ensure accuracy and consistency.</li><li>Automate data collection and processing tasks.</li></ul>Data Quality Assurance<ul><li>Validate data accuracy, completeness, and integrity.</li><li>Identify and address data quality issues and discrepancies.</li><li>Address and resolve data availability issues</li><li>Implement data quality controls and monitoring mechanisms.</li></ul>Continuous Learning and Development<ul><li>Stay abreast of industry trends, best practices, and emerging technologies in data analytics.</li><li>Engage in training sessions and professional development initiatives focused on enhancing both technical expertise and people skills, as well as deepening knowledge of brokerage operations</li><li>Share knowledge and insights with colleagues to foster a culture of continuous learning.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Data Analytics and Strategy team supports the overall strategic direction of the organization. The team is responsible for oversight, management, and implementation of wide-ranging and broad-reaching efforts that advance both short- and long-term goals of the organization.The base salary range for this position is $80,000-$127,000 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>Business Analytics and Insights

Manager, Data Analytics and Insights

<h3>Job Description:</h3>The RoleThe Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.The Expertise and Skills You Bring<ul><li>Bachelor's Degree</li><li>5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management</li><li>Confidently lead by influence and use strong communication and interpersonal skills to work across organizations</li><li>Analytical, organized, and have strong multi-tasking skills</li><li>Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities</li><li>Identify and lead quality improvement initiatives and other special projects for the team</li><li>Strong knowledge of defined contribution, financial services, and/or benefits industries</li><li>Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate</li><li>Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted</li><li>Monitoring and reporting on project status</li><li>Consulting with clients to understand their needs</li><li>Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation</li><li>Coaching and mentoring others to draw out their skills and expertise</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAs part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

401 Implementation Project Manager

<h3>Job Description:</h3>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery, and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise, and accuracy.<h3>The Skills and Expertise You Have </h3><ul><li>Bachelor's Degree in Mathematics, Economics, Business, or another quantitatively rigorous subject preferred</li><li>3+ years of experience in 401(k), 403(b) industry or benefits consulting</li><li>QKA, QKC or CEBS exams (a plus)</li><li>Superior teamwork skills</li><li>Strong critical thinking and problem-solving skills</li><li>Strong oral and written communication skills</li><li>Strong aptitude to balance and prioritize multiple projects in a fast-paced work environment</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations</li><li>Knowledge in qualified and non-qualified defined contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features</li><li>Experience and/or strong understanding in determining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans</li><li>Ability to read and interpret plan documents (a plus)</li></ul><h3>The Value You Deliver </h3><ul><li>Preparing documentation for Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs.</li><li>Managing and reviewing projects including defined contribution calculation, enhanced plan administration support, mergers &amp; acquisitions, compliance, plan amendments and plan designs.</li><li>Mentoring and training associates and analysts to ensure continued development of the staff.</li><li>Preparing and delivering reports and client presentations</li><li>Creating project plans, managing / monitoring budgets, and setting internal and client team expectations</li><li>Supporting thought leadership and initiatives across the retirement practice</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3> The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.The base salary range for this position is $80,000-$127,000 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

Sr. Associate, Defined Contribution

<h3>Job Description:</h3>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise and accuracy.<h3>The Skills and Expertise You Bring</h3><ul><li>Bachelor's Degree in Mathematics, Economics, Business or another quantitatively rigorous subject preferred</li><li>0-3 years of experience in 401(k), 403(b) industry or benefits consulting</li><li>Interest in pursuing QKA or QKC (a plus)</li><li>Superior teamwork skills</li><li>Strong critical thinking and problem-solving skills</li><li>Excellent oral and written communication skills</li><li>Familiarity with spreadsheet and database programs</li><li>Ability to learn quickly and develop complex spreadsheets to perform quantitative analysis</li><li>Aptitude to balance and prioritize multiple projects in a fast-paced work environment</li><li>Interest in learning legislative and regulatory requirements (ERISA/IRS/DOL) for qualified and non-qualified defined contribution plan programs</li><li>Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations</li></ul><h3>The Value You Deliver</h3>As an associate with Fidelity Workplace Consulting, you will be part of a team responsible for:<ul><li>Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs,</li><li>Managing projects including defined contribution calculation, enhanced plan administration support, mergers &amp; acquisitions, compliance, plan amendments and plan designs,</li><li>Preparing and delivering reports and client presentations, and</li><li>Creating project plans and setting internal and client team expectations.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>The base salary range for this position is $67,000-$105,000 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

Associate, Defined Contribution

<h3>Job Description:</h3>Director, Customer Solutions - Lifetime Financial HelpThe RoleOur Director, Customer Solutions role falls under Fidelity’s Workplace Investing (WI) business unit. WI helps employers lead successful benefits programs to improve employee’s overall well-being. You will partner with your Squad Leader to help bridge business strategy to delivery for our Financial Wellness offering. You will lead end to end business analysis that accounts for participant, plan sponsor, and operational requirements for product offerings. You will execute on critical strategic initiatives and manage across stakeholders, both internal and external. You will be responsible for ensuring successful delivery of priorities, supporting the definition and prioritization of future initiatives, and working collaboratively across stakeholders. Acting as a representative for the Lifetime Financial Help Product Area, you will have the opportunity to engage with client teams and clients to ensure understanding and awareness of our offering. Directors in Customer Solutions must be highly motivated leaders, 'self-starters' with a sense of ownership, and a strong desire to succeed.The Expertise and Skills You Bring<ul><li>Strong understanding of financial wellness trends, digital product development, and client engagement strategies</li><li>Ability to understand business strategy and collaborate with product leads to define the product vision and roadmap</li><li>Experience collaborating with client-facing teams preferred, including participation in client meetings and communications to ensure alignment and satisfaction</li><li>Exceptional product development skills including market / customer research, requirements and data analysis, use case development, product and process documentation</li><li>Excellent critical thinking, analytical and problem-solving skills</li><li>Ability to participate in technical discussions and work through solution options with technology partners</li><li>Establish and lead requirements gathering meetings, design sessions and planning sessions for large initiatives</li><li>Skilled at building effective relationships and influencing key partners across the organization without formal authority</li><li>Skilled at facilitating diverse groups of people to move towards solutions while influencing key decision makers based on analysis findings</li><li>Effective at creating and delivering clear presentations on complex concepts to all levels</li><li>Proven time management and organizational skills; able to balance multiple competing priorities</li><li>Experience working in an Agile Scrum environment, with ability to work across multiple teams</li><li>Bachelor’s degree or equivalent years of experience required, Master’s level a plus</li><li>Series 63, 7 licenses preferred</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Lifetime Financial Help Product Area equips plan sponsors and participants with the tools and knowledge to achieve financial well-being. We offer innovative solutions that empower plan sponsors to support their employees, enabling them to confidently plan, save, invest, and ultimately achieve their financial goals. The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 200 business professionals and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing. Additionally, as a member of the Customer Solutions Chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.<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.

Director, Customer Solutions - Lifetime Financial Help

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>What to expect…</h3>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. 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.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.<h3>The Skills You Bring</h3><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><h3>The Value You Deliver</h3><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><h3>Our Investments in You</h3>Our benefits 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, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Workplace Planning Associate - 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 - Irving, TX

<h3>Job Description:</h3>The RoleThe Brokerage Business Expertise &amp; Solution Team (BE&amp;ST) helps support the creation of business capability platforms facilitating the creation of foundational APIs through detailed requirements gathering and product validation. The BE&amp;ST analyst plays a crucial role in Fidelity's product development process, tasked with maximizing product value and ensuring successful delivery. While product leaders focus on strategic direction and market fit, the analyst informs the solution design and translates their vision into actionable tasks for the development team, ensuring business expertise in the development process and overseeing both execution and delivery of the final product.Throughout all the phases of Fidelity's product development process, the BE&amp;ST analyst acts as a liaison between the design and development teams and stakeholders, ensuring that the team remains focused on delivering value to the customer and the business. The analyst ability to communicate effectively is crucial to the success of the product development process.You will be embedded on a squad where you will provide analysis of our business processes and expertise to support the creation of digital experiences through the software development lifecycle that support our Brokerage clients and associates. You will play a leading role in all phases of digital product management, including:<ul><li>Discovering the right opportunities using data</li><li>Defining the requirements</li><li>Designing innovative solutions</li><li>Supporting client and field readiness</li><li>Measuring the business outcome</li></ul>The Expertise and Skills You Bring<ul><li>3+ years of business analysis experience delivering customer or associate focused digital solutions of high value</li><li>Client-obsessed with a passion to solve challenges through a data driven approach</li><li>Can communicate effectively with engineering teams, translating business requirements and client needs into technical requirements.</li><li>Experience working on a digital product delivery team.</li><li>An affinity for technology and knowledge of systems integration technologies and standards.</li><li>You employ strong story telling skills, conveying the vision and impact of digital solutions using data and visualization</li><li>Expertise in areas of phone, branch and back-office operations and awareness of impacts of paper, non-value-add calls and manual work to the cost of servicing clients.</li><li>Experience in root cause identification, process, journey and value stream mapping.</li><li>Ability to lead multiple analysis projects effectively.</li></ul>The TeamBE&amp;ST members are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share a set of core product management and analytical skills, as well as a set of differentiated skills which extend their ability to meet the needs of the squad to which they are aligned.You will be aligned with Brokerage Product Delivery, whose mission is to provide the easiest, simplest, and fastest digital experience to our clients and associates. We do this by focusing on the service experiences that accelerate speed to resolution and leverage technological advances in the following areas:<ul><li>Domain-Driven Design</li><li>Process Re-engineering</li><li>Technical Writing and Documentation</li></ul><h3>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’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.

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