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<h3>Job Description:</h3>The Role Stock Plan Services, an equity compensation services division of Fidelity Investments, is seeking an experienced Director of Product Analysis. As a Director of Product Analysis, you will partner with our product and tech leaders’ teams to influence the broader strategic decisions, multi -year roadmaps, gather business requirements for the end-to-end journeys across all persona’s facilitating a future state solution and driving alignment across product areas. You will help define our team’s strategic goals, driving alignment across product areas while maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role. You have proven experience with strong analytical and problem-solving skills. Key attributes that make up a successful Director Product Analysis are highly motivated, self-starters with a sense of ownership, driven to succeed. <ul><li>Initiate and lead discovery by ensuring an e2e focus. Working across the domain on issues/opportunities that cut across teams, to facilitate prioritization, resourcing, and outcomes. </li></ul><ul><li>Lead the product feature definition by defining, refining, and communicating the upfront analysis and planning to leadership, associates, and business partners. </li></ul><ul><li>Contribute to the development of strategies to drive business growth and customer value by effectively using data and analytics from customers and competitors. </li></ul><ul><li>Set goals and measure performance through established critical metrics and deliver agreed upon business, technology, and people results. </li></ul><ul><li>Inspect and evaluate progress and remove impediments. </li></ul><ul><li>Provide subject matter expertise as needed for assigned initiatives and features. </li></ul>​The Expertise and Skills You Bring <ul><li>Bachelor’s degree required. </li></ul><ul><li>10+ years' experience in business analysis, strategic planning, or product ownership. Stakeholder management and financial services experience is preferred, but not required. </li></ul><ul><li>You have experience with brokerage technology. </li></ul><ul><li>You should be comfortable navigating complex structures – interact with cross functional team that span across multiple business units. </li></ul><ul><li>You can work with ambiguity and uncertainty, with technologies you may have never worked with previously and gather the requirements, identify pain points and gaps. </li></ul><ul><li>You possess strong strategic acumen with a customer focused perspective and take a data-driven approach to understanding business needs. </li></ul><ul><li>You effectively translate business needs and improvement opportunities, develop use cases, and propose solutions to enhance value delivered. </li></ul><ul><li>You can lead, influence, and motivate colleagues without formal authority. </li></ul><ul><li>You are intellectually curious and model a culture of learning and coaching. </li></ul><ul><li>You can participate in technical discussions, help make technical trade-offs, and help set execution path for development teams. </li></ul><ul><li>You possess strong time management and organizational skills; able to balance multiple competing priorities. </li></ul>The Team Stock 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. Note: Fidelity is not providing 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.

Fidelity Investments

Director,  Product Analyst - Stock Plan Services

<h3>Job Description:</h3>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.The Role We have an exciting sales opportunity in MA/RI working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:<ul><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li><li>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives.</li><li>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</li><li>Territory is in the MA(Boston Metro, Worcester, Cape Cod, Eastern MA) and RI markets.</li></ul> The Expertise and Skills You Bring<ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>5 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Excellent interpersonal skills that translate into a positive client experience</li><li>Passion for sales and the ability to uncover and qualify new opportunities</li><li>Commitment to constant self-improvement and exhibit a competitive drive</li><li>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>High aptitude to learn new things quickly and adapt to new situations</li><li>Effective consultative sales and presentation skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.The base salary range for this position is $70,000 - $175,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Regional Director(RI and MA Territory)

<h3>Job Description:</h3>Director – Enterprise Compliance Strategy &amp; Planning Lead The RoleAs a Director on the Strategy and Planning team, you will help shape the Compliance organization’s strategic business management practices and routines. You will work with partners across Compliance teams to perform a broad range of activities, including:<ul><li>Leading / supporting strategic compliance projects and initiatives</li><li>Communicating Compliance strategy and driving understanding of key priorities across the organization,</li><li>Supporting and coordinating executive level / governance meetings, senior leadership team offsites, presentations, reports and communications,</li><li>Facilitating multi-year planning and scorecard routines,</li></ul>The Director will also oversee operational activities on behalf of the Compliance organization such as budgeting, resource/headcount planning, developing/maintaining a calendar of communication routines and key organizational events. This role requires both detail orientation and strategic navigation, the ability to work across all levels of the organization, and the capacity to be the driving force behind progress and routine. Reporting to the Head of the Compliance Framework &amp; Strategy team, you will play a vital role in making sure that the Compliance organization continues to operate efficiently and effectively.<ul><li>Lead the strategy and MYP process for Compliance in partnership with the Senior Leadership Team and business partners.</li><li>Assisting in the development of strategic planning analyses and deliverables for presentation to executive leaders</li><li>Understand the overall Compliance strategy, so that you can support the operation and management discipline of the Compliance organization through ongoing management routines.</li><li>Develop, communicate, and influence the adoption of Strategy &amp; Planning standards and the tools and platforms used to manage the associated work.</li><li>Collaborate with the Compliance leadership team to refine and align business strategies and major initiatives.</li><li>Assume ownership for and understand the prioritization of tasks and milestones on initiatives, programs, and projects to which you are assigned; ensure that deadlines are not missed.</li></ul>The Expertise and Skills You Bring<ul><li>BS/BA degree with at least 10 years of work experience.</li></ul><ul><li>Demonstrated ability to drive people-oriented efforts, including developing messaging and communications for change management.</li><li>Self-starter, naturally dynamic and collaborative, with the ability to work independently.</li><li>Excellent verbal and written communication skills and the ability to interact professionally across diverse groups and various levels of leadership.</li><li>Critically evaluate information gathered from multiple sources, reconcile conflicts, identify trends, and transform data into coherent executive-level messaging.</li><li>Think strategically, deal with ambiguity, can switch gears quickly and respond to shifts in priorities, and perform well in fast paced environments.</li><li>Ability to work on a wide variety of subject matters across organizational boundaries and build effective working relationships.</li><li>Proven thoughtful leadership, problem solving abilities, prioritization skills, and attention to detail; able to distinguish and elevate strategic and critical work.</li><li>Proven teammate with good interpersonal skills and the ability to work collaboratively across functions while managing multiple priorities.</li><li>Proficiency with Microsoft Office Suite, particularly PowerPoint, Word, and Excel</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role is a key, senior member of the Compliance Framework &amp; Strategy team which is part of Compliance, within Fidelity’s Legal, Risk, and Compliance (LRC) organization. This Team works in a collaborative environment, evaluating opportunities for driving a consistent strategy around fundamental compliance program activities, including regulatory change management, regulatory exams/inquiries, compliance issue management, compliance reporting and compliance program standards. The base salary range for this position is $103,000-211,000 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>Compliance

Director – Enterprise Compliance Strategy & Planning Lead

<h3>Job Description:</h3>The RoleAs a Senior Manager on the Dynamic Work PMO team, you’ll use data and analytics to influence key decisions and drive space planning strategies. You’ll design, refine, and maintain data that powers Fidelity’s space planning and allocation efforts, improving data quality, integrating new sources, and partnering with Corporate Services Technology to enhance availability and reliability. Your insights will inform actionable recommendations that optimize and align our space with business needs. This role is key to enabling a connected, data-driven approach to space planning.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required, with 7+ years of experience in analytics, enterprise data strategy, or data engineering</li><li>Proven ability to design, build, and maintain scalable data solutions for reporting, forecasting, and operational insights</li><li>Strong proficiency in SQL and Snowflake, including creating and managing tables/views in a cloud-based environment; familiarity with data governance</li><li>Skilled in structuring datasets for scalable analytics and reporting</li><li>Hands-on experience with PowerBI dashboard development and performance optimization</li><li>Ability to manage multiple high-impact initiatives simultaneously while maintaining accountability and attention to detail</li><li>Strong communication and stakeholder engagement skills, with the ability to translate technical concepts into business insights</li><li>Ability to craft compelling stories from data, turning complex analytics into clear, actionable insights</li><li>Strategic and analytical thinker with a track record of turning data into actionable recommendations for executive decision-making</li><li>Collaborative and adaptable, thriving in ambiguous, project-based environments with multiple priorities</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Dynamic Work PMO team sits at the intersection of Workforce Planning and Real Estate. We partner across Fidelity to create a connected, data-driven approach to space planning. Our work is grounded in collaboration and curiosity, solving complex challenges and delivering insights that guide how Fidelity uses its workspace. We focus on innovation and continuous improvement, turning data into practical solutions that support effective planning and meaningful outcomes<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.

Senior Manager, Data Analytics

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Sunnyvale, CA

<h3>Job Description:</h3>The RoleAre you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you curious about being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience? If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.<h3>The Expertise and Skills You Bring</h3><ul><li>3+ years of experience generating analytical insights to drive strategic business initiatives related to customer acquisition, segmentation &amp; retention, product strategy, and market sizing using analytical tools and programming languages such as SQL, Python, R, etc.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success delivering insights from data to a broad audience in a simple, clear, and actionable way to better understand Fidelity's customers.</li><li>Ability to extract, transform &amp; load data into visualization tools (Tableau) as well as tell the story behind the trends, highlighting successes and friction points to inform various initiatives and strategies.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li><li>Experience in ownership &amp; accountability designing and maintaining robust, well-structured data assets working with transactional, demographic, operational and voice of customer data.</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><h3>The Team</h3>We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics &amp; Customer Insights, you'll be embedded in Fidelity’s product teams and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.The base salary range for this position is $97,000-185,000 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>Data Analytics and Insights

Manager, Advanced Data Analytics & Insights

<h3>Job Description:</h3><h3>The Role </h3>Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We’re looking for a dynamic, motivated Director, NQDC Growth Strategy to join our team! You will work across product, marketing, consulting, and sales to develop and implement strategies to achieve growth objectives for our industry leading NQDC Product. You will need to deliver measurable growth results by keeping up with market trends, conducting or sponsoring new analysis, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you! <h3>The Expertise and Skills You Bring </h3><ul><li>10+ years of related financial services experience, preferably in product management, product marketing, and/or project management </li><li>5+ years of experience supporting NQDC administration or NQDC product management </li><li>Experience leading or supporting the growth of a new product, brand, or business in B2B and/or B2C environments </li><li>History of solving for ambiguity and 'crafting from scratch' </li><li>History of developing opportunities in white space as an analytical problem solver who can connect the dots to fuel growth </li><li>History of evangelizing narratives and driving projects forward through rallying teammates to action </li><li>Bachelor’s degree or equivalent experience preferred </li><li>Experience supporting the enablement of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization </li><li>You have a continuous improvement approach, are willing to challenge the status quo and push for new thinking, and enable an agile way of working </li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with partners and customers and internally, across Fidelity and at all levels of the firm </li><li>You’re capable of leading, influencing, and motivating colleagues without formal authority </li><li>You’re energized by working collaboratively to deliver agreed-upon business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress </li><li>Ability to develop and implement growth strategies that deliver measurable results. You know how to adjust these strategies as the products and markets evolve </li></ul><h3>The Value You Deliver </h3><ul><li>Partner with the Product Area Leader to execute on the go-to-market strategy by managing facets of business health, including but not limited to: </li><li>NQDC pipeline management – establish and reinforce best practices </li><li>Working closely with Sales and Workplace Consulting to target proactive business development opportunities </li><li>Competitive intelligence and benchmarking initiatives </li><li>Working closely with our partners in Marketing to advance a robust B2B marketing plan, including a full inventory and prioritization of new or revised materials </li><li>Establishing NQDC educational content partnerships for internal and external consumption </li><li>Creating and maintaining NQDC capabilities and segmentation guides </li><li>Propose strategies to expand and enhance the company's ecosystem, including identifying emerging trends, aligning ecosystem initiatives with company goals, and promoting best practices. </li></ul><h3>The Team </h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants.The domain focuses on four major tenets in operating principles and design decisions: <ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience. </li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets </li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs. </li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people. </li></ul>Workplace Investing’s NQDC offering provides companies with outstanding administration for their nonqualified plans. NQDC Product Development supports the business and technology work streams that deliver against approved initiatives including new experiences for participants and plan sponsors and improvements to existing experiences. Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $110,000-222,000 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>Product Management

Director, NQDC Growth Strategy

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

Financial Services Representative - Tigard, OR

<h3>Job Description:</h3>Associate Compliance Analyst: Ethics Office, Trade MonitoringThe Role<ul><li>Execute day-to-day operations related to the monitoring and oversight of employee trading for compliance with Fidelity’s Code of Ethics for Personal Investing</li><li>Educate and assist employees with their understanding of Fidelity’s personal trading policies</li><li>Apply sound judgment to recognize issues, assess risks, and identify items requiring escalation</li><li>Develop and maintain compliance policies, procedures, and controls related to the trade monitoring program</li><li>Encourage a culture of diversity, inclusion, ownership, and empowerment</li><li>Improve the associate experience while maintaining a strong culture of compliance</li></ul>The Expertise and Skills You Bring<ul><li>BA/BS degree required</li><li>0 – 2+ years of financial services experience</li><li>Previous compliance, trade operations, or operational risk experience preferred</li><li>FINRA Series 7 license preferred</li><li>Proficient in Microsoft Word, Excel, and PowerPoint</li><li>Self-starter, relationship builder, and problem solver</li><li>Ability to communicate clearly and concisely, both orally and in writing</li><li>Familiarity with, or ability to quickly understand, the legal and regulatory environment applicable to the financial services industry and Fidelity internal policies</li><li>Ability to establish priorities, work independently, and follow through on assignments with minimal supervision</li><li>Approaches work with an open mind and sense of creativity; able to challenge current practices and recommend improvements to drive positive change</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Ethics Office works closely with business, compliance, and legal partners to ensure ongoing regulatory compliance and protection of Fidelity’s brand and reputation. We are passionate about the associate experience and committed to providing sound and consistent guidance that effectively mitigates conflicts of interest. A critical component of the Ethics Office is the Personal Trade Monitoring team. As a key member of this team, you will monitor employee personal trading for compliance with the Code of Ethics for Personal Investing. You will work closely with multiple business partners and apply sound judgement while answering questions related to Fidelity’s rules about owning and trading securities for personal benefit. The base salary range for this position is $48,000-91,000 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>Compliance

Associate Compliance Analyst

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><li>Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul><h3>Our Investments in You</h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></li><li>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></li></ul><h3>How Your Work Impacts the Organization</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.

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