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<h3>Job Description:</h3><h3>The Role</h3>The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required</li><li>5+ years of relevant work experience in the financial industry, crypto experience preferred</li><li>Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services</li><li>Demonstrated analytical skills with the ability to work with and summarize data from multiple sources</li><li>Experience working with blockchain technology or related enterprises</li><li>Executive level presentation skills required</li><li>Project management experience</li><li>Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Experience with common data science tools &amp; languages, a plus</li><li>CFA and/or FRM certifications a plus</li><li>Foundational understanding of blockchain technology</li><li>Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities</li><li>Skilled at operating autonomously to achieve results in a dynamic environment</li><li>Thrives in a dynamic organization where priorities shift to meet evolving business needs</li><li>Superb verbal and written communications skills</li><li>Strong data analysis skills (e.g., tools, strategies)</li><li>Staying abreast of the latest innovations across industry</li><li>Problem solver with a blend of creativity and analytical rigor</li></ul><h3>The Value You Deliver</h3><ul><li>Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.</li><li>Actively perform proactive and targeted data analysis to identify risks for management.</li><li>Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.</li><li>Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Fidelity Investments

Manager, Digital Assets Risk Operations

SUMMARYThe Manager, HR &amp; Talent Management provides dual strategic and operational HR support by serving as the Human Resources Manager for a designated business unit and leading enterprise-wide talent management initiatives for the dialysis organization. This hybrid role ensures that HR operations and talent strategies are aligned with the organization's mission to deliver exceptional patient care. The position combines hands-on HR partnership with leadership in developing and executing programs in performance management, succession planning, employee engagement, and leadership development across the company.Essential Duties and Responsibilities include the following. Other duties and tasks may be assigned.<h4>Human Resources Business Partner (Business Unit Support)</h4><ul><li> Provides daily HR guidance and consultation to business unit leaders and employees regarding HR policy, employee relations, performance management, and workforce planning.</li><li> Conducts effective, thorough, and objective investigations into employee relations matters, providing appropriate recommendations for resolution.</li><li> Aligns HR strategies with business goals, acts as an internal consultant to leaders on organizational effectiveness and emerging HR initiatives.</li><li> Partners with leaders on employee coaching, counseling, disciplinary action, and performance improvement plans.</li><li> Provides guidance on compliance with federal, state, and local employment laws and internal policies.</li><li> Collaborates with HR Centers of Excellence (Compensation, Benefits, Talent Acquisition, Learning &amp; Development) to implement HR programs that support the business unit's operational and people objectives.</li><li> Supports change management, team alignment, and communication strategies during times of transition or organizational change.</li><li> Facilitates HR training and leadership development sessions for assigned business unit teams.</li></ul><h4>Enterprise Talent Management </h4><ul><li> Partners in the design, implementation, and evaluation of talent management and leadership development programs across all business units.</li><li> Oversees performance management processes, including goal setting, calibration, feedback, and development planning.</li><li> Partners with leadership to develop succession plans for key roles and identify high-potential employees for targeted development.</li><li> Designs and delivers learning initiatives, workshops, and coaching sessions to strengthen leadership capabilities and career growth.</li><li> Leads employee engagement and recognition initiatives, analyzes survey data, and facilitates action planning to improve retention and culture.</li><li> Collaborates with HR and operational leaders to promote Diversity, Equity, and Inclusion (DEI) practices across the employee lifecycle.</li><li> Tracks and analyzes key HR metrics (turnover, internal mobility, engagement, leadership readiness) and provides data-driven recommendations.</li><li> Enhances onboarding and orientation programs to support consistent integration and long-term success of new hires.</li></ul>

U.S. Renal Care

Manager, Human Resources & Talent Management

<h3>Job Description:</h3>The RoleThe FI Organization is seeking a Practice Management Consultant with proven subject matter expertise in helping advisors be more productive in their practices, and more informed when planning for growth and efficiency opportunities. The practice management offering provides support to financial services firms on the structure and delivery of in-house programs and content. These services are delivered through a variety of channels, including workshops, webcasts, and white papers as well as working directly with advisors and home office staff through regional events and in person consultations. The role will work alongside field wholesalers and relationship managers to boost client satisfaction, loyalty, and generate strong sales lift for our products and solutions. Lastly, the candidate will collaborate with other specialty consulting teams including investment management, portfolio construction, and financial planning to develop differentiated insights for our clients. Responsibilities include:<ul><li>Engage Advisors with insights, tools, and workshops to help them more efficiently lead and grow their practice.</li><li>Collaborate with firm home office personnel, helping them employ procedures and solutions to grow their business, build scale and efficiency, and provide valuable services to their advisors.</li><li>Provide key insights on industry trends, the competitive landscape, new technologies and overall influencers such as changing investor and advisor demographics, consumer technology, and regulatory issues.</li><li>Assess the quality and effectiveness of content and programs enabling continuous improvement and creation of new insights.</li><li>Partner with the Relationship Management and Sales organizations to increase and deepen client engagements.</li></ul>The Expertise and Skills You Bring <ul><li>Undergraduate degree or equivalent required. Advanced degree or equivalent experience desired.</li><li>10+ years in the broker-dealer or RIA industry with experience delivering consulting and practice management programs and services</li><li>Experience with benchmarking and best practice studies</li><li>Series 7, 63 preferred. Required to obtain within 90 days.</li><li>High familiarity with wealth management services within the financial services industry</li></ul><ul><li>Excellent communication and presentation skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience. Comfort with large audiences.</li><li>Solid analytical, strategic thinking, and creative problem-solving skills. These include but are not limited to: ability to analyze and define problems, collect data, establish facts, and draw valid conclusions.</li><li>Embodies tenacious drive, collaboration, customer-centric mindset, and owning result</li></ul><ul><li>Travel Required (50%+)</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamFidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regional and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients in growing their enterprises to improve our assets under management and market share.The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Consulting

Vice President Practice Management Consultant

<h3>Job Description:</h3><h3>The Role</h3>Are you a self-starter and committed to delivering results? If you enjoy delighting customers with outstanding customer solutions this may be the job for you! We are seeking a results-focused and motivated associate who flourishes when working with internal and external teams to deliver outstanding Credit Card products and services. This role can be hired at Consultant or Director level, depending on skills and experience. Key responsibilities can include:<ul><li>Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus group</li><li>Evaluating the competitive landscape to understand potential differentiation</li><li>Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences</li><li>Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases.</li><li>Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendor that issues the credit card and provides front line customer service.</li><li>Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree required and 8-12 years of experience, focused in the financial services, credit cards area.</li><li>Background and passion for solving customer problems and delivering engaging, personalized, digital solutions. Strong focus on execution, identifying and removing impediments to progress.</li><li>Demonstrated knowledge of business analyst techniques, such as: benchmarking, business rules analysis, user stories, user acceptance testing and product documentation.</li><li>Strong analytical skills and ability to apply critical thinking skills and understand sophisticated customer needs</li><li>Project management skills to run execution teams aligned to strategic plans &amp; objectives</li><li>Strong listening, presentation and persuasion skills to achieve consensus with multiple audiences</li><li>Agile mindset; ability to work on initiatives simultaneously and with multiple stakeholder groups, both internal and external to Fidelity with a proved track record of bringing innovative Mobile and Web products to a diverse customer base. Also, familiarity with Agile process &amp; tools (Jira, Mural) including possessing good story-writing skills is preferred</li><li>Active participation and/or leading in the prioritization of the squad work defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and Api’s while delivering innovative credit card web and mobile experiences.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>Fidelity’s Wealth Product &amp; Experience vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director/Consultant, Wealth Product & Experience Personal Cards – Credit Card

<h3>Job Description:</h3><h3>The Role</h3>This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall. The Business Analyst Consultant combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. This role is a liaison for the Shareholder Reporting business team to the IT systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management, and interim business solutions using light automation. The Business Analyst Consultant performs many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team. This position emphasizes Operations expertise; it is not a Technology role.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund industry (previous financial reporting experience with Digital Assets/Alternative products is preferred).</li><li>5+ years project experience required (active participation and/or management)</li><li><h3>Experience with Registration Statements (Prospectus (Pro), Statement of Additional Information (SAI), Summary Prospectus (Sum Pro) is a plus.</h3></li><li>A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly.</li><li>Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment.</li><li>Your strong verbal and written communication skills</li><li>Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact.</li><li>Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact.</li><li>Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions.</li><li>Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions.</li><li>Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point.</li><li>Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives.</li><li>Your extensive understanding of MS Office.</li><li>Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred.</li><li>Experience with Confluence's Unity financial reporting software is a plus.</li><li>Experience with SunGard’s InvestOne and the Geneva accounting software and related reporting tools are a plus.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. <h3>The Team</h3>Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity’s business partners and shareholders. The group’s main responsibility is performing qualitative reviews of regulatory reports on assigned U.S., Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Operations Readiness Leader

<h3>Job Description:</h3>Fidelity Fund Investment Operations (FFIO) Risk is seeking a strategic and experienced risk leader to direct and continually enhance our SOC 1 audit engagement program. This director-level role will be responsible for overseeing the end-to-end execution of three SOC 1 audit reports, overseeing change management routines that ensure the reports align with FFIO’s growth initiatives and needs of the report users, and building and maintaining strong relationships with internal business partners and external auditors. The ideal candidate will bring deep expertise in audit and control frameworks, a strong understanding of SOC 1 requirements, and the ability to translate business strategy into effective risk and control practices.The Businesses We SupportThis role supports FFIO. FFIO groups include Fund Operations, Fund Administration, Global Middle Office, Global Product Solutions, Consolidated Data Services, and Performance, Analytics &amp; Digital Operations. The role works closely with other risk associates across FFIO Risk and other risk groups, the Asset Management Treasurer’s Office, and external audit teams.Key Responsibilities<ul><li>SOC 1 Audit Leadership: Direct the planning, execution, and delivery of SOC 1 audits, including coordination with external auditors and internal stakeholders.</li><li>Control Environment Management: Oversee the design and effectiveness of key controls across FFIO’s operations. Identify and remediate control gaps.</li><li>Strategic Risk Alignment: Partner with business leaders to assess how FFIO’s growth initiatives impact SOC 1 control requirements and readiness.</li><li>Stakeholder Engagement: Build strong relationships with business units, technology teams, compliance, and external auditors to support audit execution and issue resolution.</li><li>Process Improvement: Enhance audit readiness, control documentation, and evidence gathering processes. Promote a culture of control ownership and risk awareness.</li><li>Reporting &amp; Governance: Provide regular updates to senior leadership on audit status, risks, and mitigation plans. Support governance and regulatory reporting as needed.</li></ul>The Skills and Expertise You Have <ul><li>Bachelor’s degree in Accounting, Finance, Business, or related field; advanced degree or certifications (CPA, CIA, CISA) preferred.</li><li>10+ years of experience in risk management, internal audit, or external audit, with a strong focus on SOC 1 engagements.</li><li>Deep understanding of control frameworks and audit methodologies.</li><li>Proven ability to connect business strategy with risk and control implications.</li><li>Exceptional communication and relationship-building skills.</li><li>Experience working in a complex, matrixed organization and managing cross-functional initiatives.</li><li>Familiarity with automation and data analytics in audit processes.</li><li>Ability to lead through change and influence cross-functional teams.</li><li>Presentation and Writing Skills – ability to develop and deliver formal and informal presentations to a variety of audiences.</li><li>Financial services or asset management background preferred.</li></ul>Why Fidelity? <ul><li>A company that is committed to innovation and being an industry leader</li><li>Access to top-tier technology platforms, tools, and frameworks</li><li>Ambitious positions and numerous opportunities for personal and professional growth</li><li>Competitive compensation and benefits package that includes bonus, health insurance, pension, life insurance and a variety of work/life programs</li></ul>Company CultureAt Fidelity, we reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can contribute to the bright and strong future of our company.<h3>Certifications:</h3><h3>Category:</h3>RiskMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Risk Director – SOC 1 Audit Engagements

<h3>Job Description:</h3>The RoleFidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Associate Relationship Manager (ARM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement and distribution opportunities.The Associate Relationship Manger role is a critical position, focused on fostering high levels of client satisfaction by effectively representing Fidelity Asset Management solutions to strategic and opportunistic clients that both forward Fidelity’s presence within the client’s system but also aligns with the needs and strategic plan of the client’s advisor led service model in the private wealth space. This person will need to collaborate with other Fidelity Teams (including but not limited to Asset Management, Sales, Legal, Operations, and our in-house custody &amp; clearing units) to implement client-centric solution that broaden and deepen our Fidelity presence while enhance the customer experience.'Core responsibilities of an Associate Relationship Manager include:<ul><li>Present &amp; appropriately position Fidelity asset manager solutions to research and product personnel at selected BDs, Banks and RIAs.</li><li>Develop actionable account plans that broaden product offering and defend existing assets</li><li>Work effectively across National Account Team (Including KAMs &amp; Investment RMs) to develop and implement thorough firm coverage strategies that leverage best practices but can be customized at scale effectively</li><li>Collaborate with sales and marketing teams to align and communicate account plans that furthers the advisor enablement efforts set forth by the FI Sales Organization</li><li>Work with FI Distribution leadership to design an effective budget to support portfolio of client assigned to the ARM</li><li>Implement Fidelity’s investment products onto client investment platforms seamlessly</li><li>Work with Key Account Managers to coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements</li><li>Facilitate client interactions with Fidelity Asset Management &amp; Investment Specialists</li><li>Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events</li><li>Act as lead relationship contact for all day-to-day support needs of key home office clients, providing impeccable service</li><li>Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans</li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s Degree</li><li>Series 7 and 63</li><li>Applicable Investment Certifications such as CFA, CIMA, Etc.</li><li>Passion for the financial or investment management industry</li><li>5 years of experience working in the Financial or Investment Management industry</li><li>Excellent interpersonal and communication skills</li><li>Strong investment acumen</li><li>Team Attitude that is both positive and demonstrates a strong work ethic</li><li>Self-motivated with a dedication to continuous self-improvement</li><li>Ability to thrive in a fast-paced and collaborative environment</li><li>Highly resourceful, organized, and capable of working independently while prioritizing both Fidelity &amp; Client priorities</li><li>Quick learner with ability to adapt to new situations</li><li>Effective listening, communication, and presentation skills</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.<h3>Certifications:</h3>Series 07 - FINRA, Series 52 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director -Associate Relationship Manager, Core Wealth

<h3>Job Description:</h3><h3>Manager, Data Analytics and Insights</h3>The Role: As a Manager on the Talent Data Analytics &amp; Insights team, you will leverage your analytical expertise to deliver data-driven solutions that enhance the effectiveness of Enterprise Talent programs. Your work will span talent analytics, process automation, and visualization—providing insights that help shape how we attract, develop, and retain top talent.This role requires critical thinking, curiosity, initiative, and confidence in applying analytical techniques to real-world challenges in the Talent space. You will collaborate closely with Talent, HR, and business leaders to understand their needs and deliver impactful analytics.Your analytical, technical, and communication skills will support our team and the business in making data-driven talent decisions. The work you do will allow the analysts to communicate trends, patterns, and predictive information found within talent-related data using various analytical and statistical tools and techniques. Our goal is to strengthen our analytical capability, efficiency, and generate operational insights in the organization. By using your full range of skills, you will have a direct impact on streamlining processes to maximize efficiency and effectiveness and elevate the experiences of both candidates and associates within Fidelity.<ul><li>Perform exploratory and forensic data analysis to uncover trends, patterns, and anomalies while developing subject-matter expertise across our various Talent data sets</li><li>Synthesize data findings and be able to communicate findings through clear storytelling and presentations that influence decision-making</li><li>Create and enhance interactive dashboards and visualizations in Tableau and Power BI to provide real-time insights</li><li>Develop and optimize Alteryx workflows to deliver scalable talent analytics and workforce insights and automate processes</li><li>Build and maintain data pipelines using SQL (Snowflake, SQL Server); familiarity with Python and/or R is a plus</li><li>Build strong relationships with team members and key business partners to establish trust and maintain solid working relationships</li><li>Collaborate cross-functionally with Talent and Business leaders to gather requirements, translate business needs into analytics solutions, and deliver insights that influence strategic decisions</li><li>Contribute to the timely turnaround and completion of prioritized ad-hoc data requests and work backlog from our business partners</li><li>Support data governance practices, including documentation and implementation of best practice data standards including process flows, data quality and data definitions</li><li>Work across teams to understand business requirements and measurement outcomes and develop quality documentation to inform analytics approach</li><li>Proactively seek opportunities to provide valuable insights and receive continuous improvement feedback from our business partners</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Education &amp; Experience: bachelor’s or master’s degree with a minimum of 2+ years of experience in data analytics, business intelligence, or related fields</li><li>Stakeholder Collaboration: Demonstrates strong consultative and communication skills to engage stakeholders, foster collaboration, and build trusted relationships across diverse teams</li><li>Analytical Storytelling: Translates complex data into clear, actionable insights by understanding stakeholder needs and regularly communicating ideas that support strategic decision-making and long-term partnership</li><li>Alteryx Skills: Ability to design and optimize workflows for automation and analytics</li><li>Data Visualization: Proficient in creating dashboards and visual stories using Tableau and/or Power BI</li><li>Database Knowledge: Understanding of relational database concepts and hands-on experience with platforms such as Snowflake, Azure, and SQL Server</li><li>SQL Proficiency: Proficient knowledge of SQL for building and tuning queries and troubleshooting across Snowflake and legacy SQL Server environments</li><li>Technical Versatility: Familiarity with Python and/or R is a plus with a willingness to learn</li><li>Data Governance: Understanding of data quality, standards, and stewardship principles</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.<h3>The Team</h3>Our team plays a critical role in helping our many stakeholders and business partners get visibility into our candidate and associate base to ensure we use data to driven strategic decision-making and create the best possible talent experience we can. We are a motivated, highly collaborative team with a strong desire to succeed and make a meaningful impact through data. We get things done while being focused and passionate about delivering value. We are great teammates to one another with a passion to use technology, data, and analytics to support our organizational priorities.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Manager, Talent Data Analytics and Insights

<h3>Job Description:</h3>The RoleAs a Business Analyst Consultant 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. The role will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency. You will be working to build and deliver initiatives that support our client and associate experiences.The Expertise and Skills You Bring<ul><li>Bachelor’s degree with 5-8 years of experience</li><li>Familiarity with life insurance products, such as annuities, a plus</li><li>Strong execution background with the ability to multi-task and prioritize for efficiency and business need.</li><li>Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.</li><li>Ability to assess end to end process and analyze opportunities for modernization and enhancement. </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>The ability to break a Jira story down into small components, understand the underlying purpose and be able to test.</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>Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business.</li><li>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</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>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle. </li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </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>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li></ul>The TeamYou will be a member of the Core Wealth Platform Product Area. Your primary focus will be supporting the scale and modernization efforts of the platform, platform health, growth, application and systems supporting the Fidelity Insurance Agency. 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 ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Business Analyst Consultant

<h3>Job Description:</h3>The RoleThe Senior Associate, Retirement &amp; Institutional Custody Product Management is a key member of the product team and will support the development and management of a holistic suite of retirement &amp; institutional custody services intended for intermediary Fidelity clients such as RIAs, BDs, independent record keepers, banks, trust companies &amp; family office firms. The associate will interface directly with clients, vendors and internal stakeholders in sales, relationship management, operations and service to oversee the daily requirements of product management as well as coordinate on net new initiatives. This role will help drive the next iteration of products and services we offer these firms in addition to ensuring the current products and platforms operate to product and client specifications.The Expertise and Skills You BringThis role will support product management and development across the suite of individual &amp; self-directed brokerage retirement products as well as institutional custody services that focus on recordkeepers. The ideal candidate should have strong knowledge of retirement products, the third party administrator model, wealth management services, operations, trust accounting, regulatory and compliance reporting.<ul><li>Bachelor’s degree (or its equivalent).</li><li>5+ years of experience with RIAs, Broker Dealers, independent record keepers, third party administrators, bank and trust company firms as brokerage clients</li><li>Experience with Defined Contribution and Defined Benefits retirement plans and the many operational nuances they bring to the plan, the record keeper and the advisor.</li><li>Trust Accounting experience is a Plus</li><li>Working knowledge and work experience with individual retirement accounts and self-directed brokerage accounts</li><li>Experience with brokerage technology and a basic understanding of vendor integrations, third party record keeping and trust accounting software and the complex nature of third-party integrations is required.</li><li>Experience with principal and income accounting, beneficiary disbursements, trustee and investment management fee calculations, administrative and investment reviews, bank regulatory reporting (RC-T, 13G, 13F), income tax returns for trusts.</li><li>Ability to collaborate with a variety of technology teams to establish clear client-ready outcomes that enable platform adoption.</li><li>Ability to collaborate with vendors to ensure client demands are met and projects are coordinated across all parties.</li><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><li>You are curious, driven, collaborative in nature and an excellent teammate.</li><li>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period.</li><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 positionThe TeamThis 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 internal stakeholders spanning 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 . Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence.<h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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