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Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Account OpeningSpecialist towork in Westlake, TX. The mission of the Investment Operations team is helping people, help people. We are seeking a detail-oriented and customer-focused professional to join our team as an Account Opening Specialist. This role is critical to delivering a seamless and efficient onboarding experience for new clients. The ideal candidate will bring a strong service orientation, a commitment to excellence, and the ability to thrive in a team-oriented environment. A high degree of accuracy, accountability, and a strong work ethic are essential as you will be responsible for processing account opening requests, resolving inquiries, and ensuring compliance with all regulatory and internal policies. This is a great opportunity for someone who is passionate about delivering exceptional client service and contributing to a high-performing team. Your primary responsibility is to provide high-quality, high-touch service to CIAP advisors. You will engage with advisors using both written and verbal conversational techniques to confirm the details of their request, capture relevant information, and identify a solution when necessary. It’s more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously giving to non- profit organizations to meet their philanthropic goals. You get to be a part of that! <ul> <li>Accurately process new account openings in accordance with internal policies, regulatory standards, and client agreements </li><li>Review client-submitted documentation for completeness and accuracy, ensuring compliance with legal and regulatory requirements </li><li>Communicate effectively with clients and internal teams to resolve account opening discrepancies or delays </li><li>Maintain high-quality data entry and account setup within core systems </li><li>Track and monitor account opening progress using workflow tools, ensuring service level agreements (SLAs) are met </li><li>Share observations of potential process improvements to the account opening process and client experience with your manager </li><li>Collaborating with internal Charitable business partners to fulfill special handling requests </li><li>Escalate risk-related concerns and documentation issues promptly </li><li>Deliver a great customer experience with each interaction to help strengthen donor/advisor relationships </li><li>Participate in team meetings, training, and cross-functional initiatives to enhance knowledge and contribute to team goals </li></ul> The Expertise and Skills We are Looking For: <ul> <li>Bachelor’s degree </li><li>2+ years of experience in account opening, client onboarding, or operations within a financial services environment (e.g., brokerage, banking, advisory, or wealth management). </li><li>Demonstrated ability to deliver high-quality client experiences with a sense of urgency, professionalism, and accuracy </li><li>Strong ability to identify errors and inconsistencies in documentation and data inputs </li><li>Excellent verbal and written communication skills to effectively interface with internal partners and clients </li><li>Experience with financial systems and tools such as Salesforce, Wealthscape, and other internal platforms; strong Excel and general MS Office skills </li><li>Ability to independently troubleshoot issues, think critically, and escalate appropriately when needed </li><li>Capable of managing multiple priorities in a deadline-driven environment while maintaining service standards </li><li>Proven ability to work collaboratively in a team setting and contribute to a positive and productive work environment </li><li>Interest in continuous improvement, with the ability to identify process inefficiencies and contribute to solutions </li><li>Flexible with overtime as requested (especially December – Giving Season) </li></ul> The Team 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 the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Fidelity TalentSource

Account Opening Specialist

<h3>Job Description:</h3><h3>The Role</h3>Customer expectations are constantly evolving, and the Healthcare team at Fidelity is constantly evolving in response. We are seeking a Consultant, Business Analysis to design capabilities across our Healthcare team. As a Business Analysis Consultant, you play a meaningful role on an Agile software development team that obsesses over customer journeys and the technologies that bring them to life!You are a strategic and critical thinker who will play a vital role in developing new healthcare features on an innovative healthcare platform.You blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve sophisticated business problems, and executing to deliver and implement solutions to delight customers.You are energized by the prospect of joining a dynamic, innovative team in a fast-paced environment!<h3>The Team</h3>We work within multi-functional Scrum Agile teams (squads) of technology and business colleagues across the Healthcare, Brokerage, and Workplace Investing Domains to develop and implement product and service features from inception to delivery. Your squad will focus on developing new solutions to recordkeeping challenges and the migration of capabilities from legacy to new platforms while solving for some of our largest customer pain points.Here are a few ways you'll impact the team:<ul><li>Work closely with the Product Owner (Squad Leader) and development team to build, prioritize, and maintain the product backlog</li><li>Collaborate with design, business, and technical team members to define requirements and identify dependencies and risks</li><li>Perform acceptance testing to ensure the team delivers a seamless plan sponsor experience that meets business requirements</li><li>Support business readiness, deployment, and solution enablement, e.g., demos, training, procedures, and communication</li><li>Perform production validation including defining use cases, test cases, and test account data setup</li><li>Apply analytics for continual optimization of the product and business plan</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor's Degree required</li><li>7+ years of demonstrated ability in an analyst, technology, or product role, passionate about digital solutions</li><li>Experience in a systems analysis (or similar role) is a plus</li><li>Proven experience working in Agile product execution and delivery involving business, design, and technology teams</li><li>Experience in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Experience and knowledge of healthcare, HSA and /or benefits administration</li><li>Dedication to customer needs and frequently delivering high-business-value features</li><li>Experience using data to find opportunities and drive decision-making; may have conducted user research or competitive analysis</li><li>Excellent listening, communication (verbal and written), influencing, and presentation skills</li><li>Self-motivated, problem solver with flexibility to adapt to frequent changes</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; experienced with Jira or similar Agile backlog management and testing tool; experience with content management systems, querying back-end databases (SQL) and/or interpreting logs is a plus</li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification preferredNote: Fidelity will not provide immigration sponsorship for this position.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<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.

Fidelity Investments

Consultant Business Analysis - Health Savings Account Recordkeeping

<h3>Job Description:</h3>The RoleBring your passion for crafting outstanding customer experiences, using data to drive decisions, and collaborating across Fidelity Wealth, Brokerage, and Workplace Investing to the Lifetime Engagement Capabilities Squad. As a member of the Business Enablement chapter embedded in this squad, the Business Analyst will collaborate across Retail and Workplace businesses to help test, define, and deliver engaging experiences. Join a dedicated, high-energy team who is defining the future of how Fidelity becomes our customers’ primary financial partner!The Expertise and Skills You Bring <ul><li>Bachelor’s degree with 8+ years of digital product development experience, ideally in financial services. </li><li>Strong command of business analysis methodologies, including data analysis, use case development, story writing, business acceptance testing and product documentation. </li><li>Ability to actively participate in technical discussions with developers, help make technical trade-off decisions and set criteria for minimum viable product (MVP).</li></ul><ul><li>Conducting business acceptance testing to ensure that the solutions meet the defined requirements. Collaborate with developers to address any issues before deployment. </li><li>Experience releasing new products to market, including scaled delivery techniques, A/B testing and preparing builds for post launch measurement and analysis. </li><li>Analyzing customer data and feedback to gauge the effectiveness of delivered solutions and identify areas for improvement as part of continuous feedback loop. Familiarity with snowflake and/or Adobe Analytics a plus. </li><li>Communicating with impact and clarity, both in your written, graphical, and verbal delivery. Deep experience in writing user stories to guide the technical development of products. </li><li>Building positive relationships with partners across multiple disciplines, such as UXD, Marketing, LRC, CKSI, technology, QA and distribution to deliver new products to market. </li><li>Practicing Agile in squad-based setting including experience with Agile routines, such as daily scrum, retros, and backlog management tools, such as Jira. </li><li>Managing product development and delivery roadmaps, forecasting the timing and quality/MVP level for upcoming deliverables. </li><li>Applying your proficiency with Microsoft Word, Excel and PowerPoint, Miro, Tridion Content Management and eReview to advance the squad’s work. </li><li>Understanding of Fidelity’s retail and/or workplace products, solutions, and organization; deeper subject matter expertise across business units a plus</li></ul>The TeamThe Lifetime Engagement Capabilities Squad partners with key stakeholders across Fidelity to define the strategy, tactics and technology required to deliver best-in-class customer experiences. The squad is passionate about becoming our customers’ primary financial partner by delivering integrated experiences, content and solutions that are personalized and relevant in the context of their financial lives. You’ll work across both digital and live distribution channels and workplace and retail businesses to deliver on this focus. Additionally, as a member of the Business Enablement chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.Company OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments 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>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.

Consultant, Lifetime Engagement Capabilities

<h3>Job Description:</h3>The RoleWe are seeking a results-driven Senior Manager of Operations Excellence to join our team of internal consultants and process engineers who will drive strategy and reengineering initiatives within the Fidelity Fund and Investment Operations (FFIO) operating environment.In this role, you will join a team of change leaders focused on analyzing, designing, implementing process improvements, and improving the associate experience across various business functions. You will collaborate with business partners to design and implement enhanced business capabilities, creating a more scalable and flexible operating environment while achieving consistent quality. Your goal will be to enhance operational efficiency, reduce waste, and improve service delivery through data-driven strategies and continuous improvement methodologies. We are looking for a self-motivated individual with excellent analytic and communication skills who can work across business operations and technology teams.The Value You Deliver<ul><li>Efficient communication in team environment.</li><li>Understand business vision and strategy.</li><li>Facilitate team working sessions and influence key operational managers and directors.</li><li>Deliver measurable impact through definition and refinement of key objectives and key performance indicators that demonstrate outcomes.</li><li>Continuously learn and develop your skills in strategic analysis, design, and operational excellence.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree</li><li>5+ yrs of experience in process engineering, process improvement, or a related field.</li><li>Experience with operational strategy, strategic analysis and execution, design thinking, and large-scale process re-engineering preferred.</li><li>Demonstrated experience collaborating with cross-functional teams.</li><li>Expertise in process improvement, design thinking, and strategic thinking.</li><li>Proficiency in process mapping tools (e.g., Visio).</li><li>Strong team player who can also work independently.</li><li>Excellent written and verbal communication skills.</li><li>Excellent organizational and analytical skills.</li><li>Ability to handle ambiguity and adapt to changing business priorities.</li><li>Ability to manage concurrent projects in a fast-paced environment.</li><li>Comfortable challenging the status quo and proposing new ideas.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Operations Strategy &amp; Performance Delivery team (OSPD) plays a critical role in strategy development and performance delivery for all FFIO. The team drives operational improvement and interacts with the business domains and shared services functions within FFIO. We are an objective partner that delivers operational effectiveness and innovative automation solutions to drive measurable value and accelerated results across Fidelity business units and for our customers. As a team-centric organization, we provide ample opportunities for collaboration with other OSPD team members, as well as key business partners, both upstream and downstream.<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.

Senior Manager, Operations Excellence

<h3>Job Description:</h3>Director, Business Analyst FIA OCI/FIN Record Keeping Platform TeamThe RoleAs a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will drive initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN data.The Expertise and Skills You Bring<ul><li>Bachelor’s degree with 10+ years of experience</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Proficiency in business acceptance testing, validation exercises, and release management. </li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Ability to translates strategic goals and ideas into action quickly, conceptualizing, developing, and delivering strategies that meet customer needs as well as regulatory and compliance need.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Proficiency in SQL and ability to write and interpret SQL queries for data analysis and validation.</li><li>Experience with AWS services: Familiarity with S3, Lambda, and Glue, especially in the context of data pipelines and serverless architecture.</li><li>Understanding of SOC 1 and HIPAA compliance with experience working in environments with sensitive financial and healthcare data a plus</li><li>Understanding of API documentation, payloads, and integration workflows.</li><li>Familiarity with data ingestion processes especially loading large, structured text files from external carriers into relational databases a plus.</li><li>Experience designing or refining screen layouts in partnership with developers and collaboration on angular-based web applications.</li><li>Foundational exposure to Snowflake or similar data platforms</li><li>Ability to lead initiatives and take accountability for overall program success.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li><li>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li><li>Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.</li></ul>The TeamYou will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.Note: Fidelity will not provide immigration sponsorship for this position<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, Business Analyst FIA OCI/FIN Record Keeping Platform Team

<h3>Job Description:</h3>The RoleThis Vice President, Digital Assets Product Manager role at Fidelity is responsible for building out the infrastructure for Fidelity’s Digital investment products operational ecosystem. The focus on cryptocurrencies, tokenized products, and blockchain technology adds a groundbreaking dimension to the position! The areas for evaluation will include Fidelity Fund Investment Operations (FFIO). The Vice President will provide critical digital subject matter expertise and context to accelerate the product roadmap and future state of the organization's operational capabilities and functions.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent experience.</li><li>12+ years’ proven experience preferred including digital asset products servicing with an asset manager, audit firm or custodian.</li><li>Outstanding knowledge of alternative investments with an emphasis on broad and deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.</li><li>Demonstrated ability to develop and implement a strategic plan.</li><li>In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds. CAIA and /or CFA is a plus.</li><li>Research skills including the proficiency to collect information about a topic, review that information and analyze and interpret the details in a way to support a solution.</li><li>Strong written and verbal communications skills. You will be able to absorb sophisticated information and present it in a clear, digestible way to multiple audiences.</li><li>Excellent administrative skills and attention to detail, with an ability to deliver multiple, concurrent high priority assignments and due dates.</li><li>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred.</li><li>This role can be filled at the VP or Director level based on experience and business needs.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamIn Global Product Solutions (GPS), we are on a mission to deliver innovation and outstanding product and program solutions from concept through execution while encouraging our talent. Our multifaceted and energetic team is nestled within the FFIO organization. The Digital team, in particular, is a central service team passionate about on-boarding new product requirements from Asset Management to help expand FFIO’s capabilities and to from operational readiness to a scalable target state operating model. Interacting with various groups within Fidelity and representing the business to customers and partners make for a multidimensional and engaging work environment. Come and join this diverse team as we perform incredible work!<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.

Vice President, Digital Assets Product Manager

<h3>Job Description:</h3>The RoleAs a Stock Plan Services (SPS) Squad Leader, you will blend Stock Plan expertise with a passion for delivering results and driving scale and efficiency across the Client Servicing organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute on specific results. Ensuring respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role.You will work in partnership with the Product Area Leader, other agile squads, Chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture.<ul><li>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</li><li>Inspecting and evaluating progress, and removing impediments for your squad</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li></ul>The Expertise and Skills You Bring<ul><li>8-10 years of related product management experience, systems development, product development, and/or project/product management</li><li>Bachelor’s degree preferred</li><li>Financial services experience preferred</li><li>Agile experience preferred</li><li>Strong understanding of workflow and operations service models</li><li>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to maximize value delivered</li><li>You have a continuous improvement approach</li><li>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making 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 are intellectually curious and model a culture of learning and coaching</li></ul>The TeamStock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.<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.

Squad Leader, Stock Plan Recordkeeping

<h3>Job Description:</h3><h3>The Role </h3>The Senior Associate, Annuity &amp; Life Product Management is a key member of the Institutional Custody &amp; Retirement product team and will support the development and management of a holistic suite of retirement and protection products intended for intermediary Fidelity clients like Broker Dealers and RIAs. The associate will also play an important role on the team as a key interface for Fidelity with its carrier community. <h3>The Expertise and Skills You Bring </h3>This role will drive product development in partnership with intermediary clients and related external partners/ vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuities, with expertise in life insurance and long-term care products being a plus. Specifically, an understanding of the evolving carrier e-App and DTCC ecosystem for end-to-end electronic annuity order processing and posting will differentiate a candidate. <ul><li>Bachelor’s degree (or its equivalent). </li></ul><ul><li>5+ years of experience with annuities, insurance products and the respective marketplace (specifically the insurance carrier or distributor side). </li></ul><ul><li>Experience with a large (top 10) carrier of Annuity products is a big plus. </li></ul><ul><li>Experience with brokerage technology is a plus. </li></ul><ul><li>Ability to interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing. </li></ul><ul><li>Ability to collaborate with a variety of technology teams to establish clear client-ready outcomes that enable annuity platform adoption </li></ul><ul><li>Ability to collaborate with vendors &amp; annuity carriers and their teams to launch industry-leading experiences that comply with the latest industry standards </li></ul><ul><li>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment. </li></ul><ul><li>You are curious, driven, collaborative in nature and an excellent teammate. </li></ul><ul><li>Participation in or working knowledge of insurance and annuity industry boards such as DTCC Advisory Board, Insured Retirement Institute, etc. as well as an understanding of their role within the industry. </li></ul><ul><li>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period. </li></ul><ul><li>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress. </li></ul>Note: Fidelity is not providing immigration sponsorship for this position. <h3>The Team </h3>This dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and a slew of internal stakeholders across Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience overall. Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence. The associates building Annuity products and services form one group within an organization that supports a variety of Retirement products like IRAs &amp; HSAs, and a variety of Institutional Custody products serving Trust &amp; Trust Accounting needs in the Bank &amp; Recordkeeper space. <h3>Certifications:</h3>Series 07 - FINRA, Series 99 - 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.

Senior Associate - Annuity & Life Product Management

<h3>Job Description:</h3><h3>The Role </h3>The Associate, Annuity &amp; Life Product Management is a key member of the Institutional Custody &amp; Retirement product team and will support the development and management of a holistic suite of retirement and protection products intended for intermediary Fidelity clients like Broker Dealers and RIAs. <h3>The Expertise and Skills You Bring </h3>This role will drive product development in partnership with intermediary clients and related external partners/ vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuities, with expertise in life insurance and long-term care products being a plus. Specifically, an understanding of the evolving carrier e-App and DTCC ecosystem for end-to-end electronic annuity order processing and posting will differentiate a candidate. <ul><li>Bachelor’s degree (or its equivalent). </li></ul><ul><li>3-5 years of experience with annuities, insurance products and the respective marketplace (specifically the insurance carrier or distributor side). </li></ul><ul><li>Experience with a large (top 10) carrier of Annuity products is a big plus. </li></ul><ul><li>Experience with brokerage technology is a plus. </li></ul><ul><li>Ability to interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing. </li></ul><ul><li>Ability to collaborate with a variety of Fidelity &amp; vendor technology teams to establish clear client-ready outcomes that enable annuity platform adoption </li></ul><ul><li>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment. </li></ul><ul><li>You are curious, driven, collaborative in nature and an excellent teammate. </li></ul><ul><li>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period. </li></ul><ul><li>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress. </li></ul>Note: Fidelity is not providing immigration sponsorship for this position <h3>The Team </h3>This dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and a slew of internal stakeholders across Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience overall. Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence. The associates building Annuity products and services form one group within an organization that supports a variety of Retirement products like IRAs &amp; HSAs, and a variety of Institutional Custody products serving Trust &amp; Trust Accounting needs in the Bank &amp; Recordkeeper space.<h3>Certifications:</h3>Series 07 - FINRA, Series 99 - 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.

Associate - Annuity & Life Product Management

<h3>Job Description:</h3>Director, Product ManagementThe RoleWe are looking for a highly motivated individual to be responsible for product management of our Green Meadows program. This role includes planning, support for important business deliverables while being a liaison between key technical and business stakeholders. In addition to strong technical competency, the position requires the ability to effectively work with a geographically diverse team, build and leverage client and vendor relationships, and provide innovative thought leadership.To be effective, the Director of Product Management will work with key stakeholders of Engineering, Development, DevOps, Production Support, and PMO. By demonstrating and promoting agile leadership behaviors, you will evolve and sustain an innovative agile culture.Our ever-evolving technology stack ensures a phenomenal learning culture in the team. You will be encouraged to quickly gain understanding of your key focus area and understand the planned deliverables. In addition, this associate will have to understand data related to schedule, timelines, and best practices and processes to be effective in this role.We are always exploring new technologies and new ways to continually provide value to our customers. This role is expected to have a direct and positive impact on Green Meadows' customers. The Expertise and Skills You Bring<ul><li>8+ years of experience in Product Management and/or Operational Support leadership in the financial services industry</li><li>Facilitate work prioritization based on business and technology needs</li><li>Forecast, manage, and execute a product release plan</li><li>Experience in Web/cloud application releases is a plus</li><li>Capable of partnering with and influencing individuals at all organizational levels</li><li>Significant experience in working on large, technical program portfolios</li><li>Must bring flawless execution and results in a role of organizational navigator and collaborator</li><li>Experience in Internal/External Cloud and Hybrid environments</li><li>Ability to understand the business criticality of various applications as they relate to complex business processes</li><li>Strong communication (written and verbal) and interpersonal skills</li><li>Able to understand a complex and global systems environment</li><li>Working knowledge of basic investment terms and practices is desirable</li><li>Familiarity with ITIL framework and/or Agile Project Management</li><li>Financial systems knowledge</li><li>Ability to effectively multi-task and manage his/her time, and the ability to work independently as well as within a team environment</li><li>Proven ability to improve support processes and customer experience</li><li>Demonstrated technical, analytical, and problem-solving skills</li><li>Customer focus and dedication to customer satisfaction</li><li>Bachelor’s degree in Engineering or Computer Science preferred</li><li>Project management credential (PMP) preferred</li><li>AWS certifications preferred (AWS SysOps, DevOps)</li></ul>The TeamThe Fidelity Center for Applied Technology (FCAT) is a global team of engineers, developers, designers, researchers, and problem solvers, all driven by a common mission– to catalyze breakthroughs in research and tech to propel Fidelity and our customers into the future.We don't stop at exploration. FCAT is about action. We help develop new capabilities and scale products to support millions of individual and institutional customers.The base salary range for this position is $110,000-$185,000 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

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