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<h3>Job Description:</h3>The Position:Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to join a risk platform operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&amp;Cs, and portfolio holdings. In this role, you will utilize domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer portfolio and risk manager questions, and develop automated systems for identifying data quality issues. The Value You Deliver: <ul><li>Act as the steward of data assets used in risk management and portfolio construction</li><li>Be responsible for a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them</li><li>Update and verify the multi factor risk model inputs and outputs before delivery to clients</li><li>Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source</li><li>Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting</li></ul>The Skills You Bring:<ul><li>Experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg</li><li>Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets</li><li>Highly proactive and self-motivated with the ability to meet objectives under minimal direction</li><li>Experience with vendor-provided risk data and capabilities, including Bloomberg PORT, BarraOne, RiskManager and/or Axioma</li><li>Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings</li><li>Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks</li></ul>The Expertise You Have:<ul><li>Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field</li><li>3+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role</li><li>Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow</li><li>Excellent written and verbal communication skills; experience working with both technical and investment teams</li><li>Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments</li><li>Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source</li><li>Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process</li><li>Experience in documenting essential procedures and calculations, and validating data</li><li>Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations</li></ul>The Team:The Risk Platform Operations team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.The base salary range for this position is $107,000-$181,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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

Fidelity Investments

Associate, Quantitative Data Operations

<h3>Job Description:</h3>The Position:Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to lead a Risk Platform Operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&amp;Cs, and portfolio holdings. In this role, you will provide data expertise to portfolio and risk managers who use portfolio risk models and engineering teams which build production processes around them.This leader will mentor more junior members of the team, helping them gain the domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer investor questions, and develop automated systems for identifying data quality issues.The Value You Deliver: <ul><li>Contribute to the data model design and lead the management and stewardship of data assets used in risk management and portfolio construction</li><li>Manage a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them, while building and tracking data quality KPIs</li><li>Update and verify the multi factor risk model inputs and outputs before delivery to clients</li><li>Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source</li><li>Analyze systems, processes and data provider relationships to find efficiencies and improve accuracy and timeliness of reporting</li><li>Mentor junior analysts to help them grow their data domain, data operations and security modeling skill sets</li></ul>The Skills You Bring:<ul><li>Extensive experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg</li><li>Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets</li><li>Highly proactive and self-motivated with the ability to meet objectives under minimal direction providing oversight and mentorship to junior team members</li><li>Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings</li><li>Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks</li></ul>The Expertise You Have:<ul><li>Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field</li><li>5+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role</li><li>Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow</li><li>Excellent written and verbal communication skills; experience working with technical, investment and senior leadership teams</li><li>Experience as a leader in a team environment, mentoring junior associates, ideating process improvements and influencing partner teams</li><li>Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments</li><li>Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source</li><li>Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process</li><li>Experience in documenting essential procedures and calculations, and validating data</li><li>Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations</li></ul>The Team:The Risk Platform team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Director, Quantitative Data Operations

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP 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 Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</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>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - 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.

Investment Consultant - Cincinnati, OH

<h3>Job Description:</h3><h3>The Role </h3>The Sr. Alternative Investments Investor Operations Analyst will be responsible for ensuring the Alternative Investment Investor Relations team successfully executes its support strategy on behalf of assigned funds, aiding the team to evolve our capabilities to address new product types and mitigate operational risks, and helping drive improvements to our investor’s private fund experience.The Expertise and Skill you Bring: <ul><li>Bachelor’s or equivalent</li><li>Private fund experience required; Exchange Fund experience preferred, but not required</li><li>5+ years of experience in fund operations, ideally in a client onboarding and servicing capacity</li><li>Strong understanding of asset management middle office/back-office functions, particularly cash and security settlements</li><li>Experience with private fund administration and/or transfer agent applications desirable. Knowledge and an understanding of FinTech private fund platforms a plus</li><li>Analytical, possessing superior research and problem-solving skills; ability to explain and resolve complex processes.</li><li>Self-starter, individual contributor</li><li>You adopt an Agile way of work through continuous improvement, learning and sharing with a focus on the associate and client experience</li><li>Ability to maintain effective and mutually beneficial working relationships with internal and external counterparts</li><li>Demonstrates ownership and follows through to timely completion; makes decisions in the best interest of the business.</li></ul>The Value You Deliver <ul><li>Crafting/maintaining procedures for associates and participate in cross training to ensure team is aware and implements any new processes or changes to a process</li><li>Demonstrating solid attention to detail, ability to evaluate problems and exhibit a methodical approach to solutions</li><li>Embracing an open-minded outlook and adapting to change</li><li>Responding to operational issues timely and effectively, while identifying ways to gain efficiencies in the process</li><li>Refining, improving, and driving the service business plan strategy for long-term sustainability, based off data trends from past fund operational events.</li></ul>The TeamOn behalf of the Operations &amp; Services Group (OSG), the Alternative Investments Investor Relations (AIIR) team supports an array of proprietary Fidelity private fund offerings spanning the private equity, private credit and private real asset categories. AIIR facilitates the onboarding of investors, assists with managing investor transactions, supports investor communications, and responds to operational inquiries and service requests.The base salary range for this position is $66,000-$104,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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>Business Analysis

Sr. Alternative Investments Investor Operations Analyst

<h3>Job Description:</h3>IT Audit Senior Manager – Global Financial Controls Center of ExcellenceThe Role:Are you ready to make an impact? If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.The GFC IT Senior Manager is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated complex audits and advisory reviews over select strategic initiatives. Specifically, this role will be key in supporting modernization initiatives, including emerging technologies and system implementations, launch of new products and services to ensure a strong controls environment. This role will report to the Head of the Global Financial Controls CoE.The Expertise and Skills You BringPlay an integral role as part of GFC’s senior leadership team and through your advanced understanding of IT governance frameworks, Internal Controls over Financial Reporting, and Accounting concepts/standards. Lead and coach associates, including other people managers, to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.<ul><li>Bachelor’s Degree or above in relevant fields (e.g., Information Technology, Accounting, Finance)</li><li>10+ years of experience leading and executing IT audits, IT SOX (ITGC, ITACs, &amp; IPEs) and consulting engagements leveraging relevant IT governance frameworks (e.g., COBIT, NIST CSF, ISO 27001/2)</li><li>Professional certification CISA or CISSP highly desired. Other relevant certifications CPA, CA, or CIA</li><li>Proven ability to design, assess, and implement financial controls during large-scale ERP or financial system rollouts</li><li>Skilled in identifying implementation-related risks (e.g., data migration, system configuration, user access)</li><li>Experience developing risk mitigation strategies and embedding controls into project plans</li><li>Experience with automation, control digitization, and leveraging analytics to monitor control effectiveness</li><li>Experience leveraging AI/ML for continuous control monitoring, anomaly detection, and fraud prevention</li><li>Strong interest in upskilling and coaching non-IT auditors to effectively assess ITACs and IPEs</li><li>Familiarity with financial statement audits, ICFR, and collaborating with financial auditors on integrated audits</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Familiarity and proven track record of driving change within complex / matrixed corporate environments</li><li>Exceptional leadership and master relationship builder with proven influencing and people management skills</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li><li>Financial services industry experience desirable</li></ul>The TeamThe Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>. The base salary range for this position is $107,000-$181,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.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>Audit

Senior Manager, Global Financial Controls CoE

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this roleBring your passion for crafting outstanding customer experiences, using data to drive decisions, and collaborating across Fidelity Wealth, Brokerage, and Workplace Investing businesses. As a member of the Business Enablement chapter embedded in a Lifetime Engagement delivery squad, the Business Analyst will collaborate across Retail and Workplace businesses to help test, define, and deliver engaging experiences. Join a dedicated, high-energy team who is defining the future of how Fidelity becomes our customers’ primary financial partner! The Expertise and Skills You Bring <ul><li>Bachelor’s degree with 5+ years of digital product development experience, ideally in financial services. </li><li>Familiarity with business analysis methodologies, including data analysis, use case development, story writing, business acceptance testing and product documentation. </li><li>Making decisions with data: experience framing critical business questions that can be answered by using data insights. Use those insights to prioritize opportunities and achieve business results. </li><li>Ability to actively participate in technical discussions with developers, help make technical trade-off decisions, and set criteria for minimum viable product (MVP).</li></ul><ul><li>Participating in business acceptance testing to ensure that the solutions meet the defined requirements. Collaborate with developers to address any issues before deployment. </li><li>Support squad in releasing new products to market, including scaled delivery techniques, A/B testing and preparing builds for post launch measurement and analysis. </li><li>Analyzing customer data and feedback to gauge the effectiveness of solutions and identify areas for improvement as part of continuous feedback loop. Familiarity with snowflake and/or Adobe Analytics a plus. </li><li>Experience collaborating with legal, risk and compliance partners to gain approvals for commercial release of products and experiences.</li><li>Communicating with impact and clarity, both in your written, graphical, and verbal delivery. </li><li>Excelling in a fast-paced, customer-centric environment with a 'getting it done,' mindset. </li><li>Building positive relationships with partners and having the ability to influence and inspire colleagues across the organization without formal authority. </li><li>Practicing Agile in squad-based setting including experience with Agile routines, such as daily scrum, retros, and backlog management tools, such as Jira. </li><li>Applying your proficiency with Microsoft Word, Excel and PowerPoint, Tridion/SDL and eReview to advance the squad’s work.</li></ul>The TeamThe Lifetime Engagement Delivery squads partner with key stakeholders across Fidelity to define the strategy, tactics and technology required to deliver best-in-class customer experiences. The squads are passionate about becoming our customers’ primary financial partner by delivering integrated experiences, content and solutions that are personalized and relevant in the context of their financial lives. You’ll work across both digital and live distribution channels and workplace and retail businesses to deliver on this focus. Additionally, as a member of the Business Enablement chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.<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.

Business Analyst, Lifetime Engagement

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP 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>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</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>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 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, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - San Francisco, CA

Training &amp; Development Consultant-Municipal Technical Advisory Service-IPSNashville, TN, United States&nbsp; Job Description The Training &amp; Development Consultant designs, develops, and delivers MTAS training programs. This position designs and develops new training programs, revises existing programs, delivers training classes, and markets training services. This position continually looks for ways to distribute knowledge and improve skills for municipal staff and elected officials in Tennessee. This position is responsible for design, development, and delivery of in-person and virtual training, retreat facilitation, and conference presentations for MTAS customers. This position provides training services within its assigned territory as well as statewide within assigned program areas. Performs other special project work as assigned. Responsibilities Training/Curriculum Design, Development, and Delivery: Conducts formal and informal needs assessment, consults with customers and subject matter experts to develop course content, and determines the most appropriate training delivery methods to serve appointed and elected municipal officials throughout the State of Tennessee. Creates training classes from conception by researching various resources and developing exercises, course content, PowerPoint presentations, and course materials. Includes development for classroom and virtual/online sessions. Extensive teaching of training classes.Training/Curriculum Review and Implementation: Ensures quality control of training programs, curricula, and material by implementing standard formats and periodic content reviews. Meets with MTAS subject matter experts to ensure standards are understood and met. Oversees assigned statewide training program(s), including scheduling, logistics, materials production, hosting, and other details necessary for successful delivery of assigned program(s).&nbsp;&nbsp;Administration and Professional Development: Includes participating in team meetings, agency meetings and retreats, special projects, and committees. Includes maintaining records of work activities within agency databases. Involves time spent to remain current in fields of expertise, including professional meetings, conferences, seminars, training classes, and professional reading.&nbsp; QualificationsRequired Qualifications<ul><li>Education:&nbsp;Bachelor’s degree in Adult Education, HR Development, Organizational Development, or a related field.</li><li>Experience:&nbsp;A minimum of four years of experience in adult education, education, training, or a related field is required. </li><li>Knowledge, Skills, Abilities:&nbsp;Knowledge of adult learning theory and principles; knowledge of instructional design theory, training methodologies, and effective training practices and techniques; knowledge of Microsoft Office applications (PowerPoint, Excel, Word, etc.). Skill with training design, development, and delivery. The ability to:<ul><li>Write clearly and concisely, </li><li>Apply adult learning theory to training approach and delivery,</li><li>Apply effective training practices, techniques, and methodologies,</li><li>Apply instructional design theory to training design and development,</li><li>Speak effectively before groups,</li><li>Work effectively with colleagues, city officials and university staff, </li><li>Independently plan, manage, schedule, and maintain steady work activity,</li><li>Effectively use MS Office applications,</li><li>Obtain professional certifications.</li></ul></li><li>Frequent travel, including occasional, overnight travel, is required. Work is both in the field as well as in the office, and as such, requires ability to frequently and independently schedule and update work activities.</li></ul> Preferred Qualifications<ul><li>Education:&nbsp;Master’s degree in Adult Education, HR Development, Organizational Development, MPA, or a related field. Professional training certifications.</li><li>Experience:&nbsp;Experience in an adult educational or governmental environment.</li><li>Knowledge, Skills, Abilities:&nbsp;Experience with or ability to learn and use a learning management system. Experience with basic web content editing.</li></ul> Work Location:&nbsp;Location: Nashville, TN. This position is hybrid office/remote.The Institute for Public Service (IPS) supports a formal Alternative Work Arrangement program currently in place and more information can be provided if candidate progresses through the recruitment process.&nbsp; Benefits&nbsp;&nbsp;<ul><li>Salary range: $73,476.42 to $102,866.98</li><li>Find more information on UT Benefits&nbsp;<a href="https://hr.tennessee.edu/benefits/" target="_blank">here</a>&nbsp;</li></ul> Application Instructions&nbsp; To express interest, please submit an application with the noted below attachments. To be assured of full consideration, completed applications with all requested materials should be submitted on or before October 25, 2025. Applicants must submit a resume and a minimum of three professional references. Submission of a cover letter is strongly encouraged.<ul><li>Resume</li><li>Minimum of 3 Professional References</li><li>Cover letter (strongly encouraged)</li></ul><a href="https://fa-ewlq-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/5263/?utm_medium=jobshare&amp;utm_source=External+Job+Share" target="_blank">https://fa-ewlq-saasfaprod1.fa.ocs.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/5263/?utm_medium=jobshare&amp;utm_source=External+Job+Share</a> About The College/Department/Division&nbsp; The UT Institute for Public Service provides outreach and assistance to all of Tennessee.&nbsp;Through our agencies and initiatives, we offer technical assistance, training and consulting on a wide variety of services, including government operations, language services, law enforcement excellence, leadership training, manufacturing excellence, opioid abatement and much more.The University of Tennessee is an EEO/AA/Title VI/Title IX/Section 504/ADA/ADEA institution in the provision of its education and employment programs and services. All qualified applicants will receive equal consideration for employment without regard to, and will not be discriminated against on the basis of, race, color, national origin, religion, sex, pregnancy, marital status, sexual orientation, gender identity, age, physical or mental disability, or covered veteran status.

Training & Development Consultant-Municipal Technical Advisory Service-IPS

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The B2B Payment Solutions Product Development team within Global Commercial Service and Enterprise Solutions team manages and develops solutions and digital products for multiple growth segments of American Express. Specifically, we lead the B2B payment solutions that drive over $40B in volume across multiple customer segments and markets.We are seeking a Director to lead a team of digital product managers to drive product and platform enhancements aimed at delivery a best-in-class B2B payment experience.Responsibilities:<ul><li>End-to-end ownership of product development from digital experience strategy to roadmap delivery and execution</li><li>Set product level goals and eﬀectively collaborate across the organization to bring new experiences to market</li><li>Partner with Technology team to design and deliver digital solutions that meet business needs</li></ul>Minimum Qualifications:<ul><li>7+ years of proven product development experience and deep expertise in design and development for B2B use cases</li><li>Comfortable with ambiguity and ability to translate unstructured information to a structured, actionable plan</li><li>Proven ability to both focus on high level strategy and delve in the weeds on detailed operations</li><li>Experience leading teams in a matrixed organization and comfortable managing senior level partners</li><li>Strong relationship building skills and a collaborative attitude, building bridges, and eliminating silos</li><li>Excellent interpersonal, strong written, and verbal communication skills</li><li>Demonstrated ability to influence many business partners to drive business value without direct authority</li><li>Positive, flexible and proactive</li></ul>Preferred Qualifications:<ul><li>History of people leadership, leading teams directly, effectively managing, engaging and developing talent</li><li>Strong relationship management skills across a diverse network, including collaborating with and influencing partners both in-person and virtually</li><li>Demonstrates a growth mindset that embraces change and is adaptable to a dynamic, fast-paced environment</li><li>Bachelor's degree</li></ul>Salary Range: $144,250.00 to $256,250.00 annually + bonus + equity (if applicable) + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions.

American Express

Director - Digital Product Management (B2B Payment)

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American ExpressWe are building an energetic, high-performance team with a nimble and creative mindset to drive our technology and products. American Express (AXP) is a powerful brand, a great place to work and has unparalleled scale. Join us for an exciting opportunity in the Marketing Technology within American Express Technologies. This team working on creating products for enhancing marketing targeting and eligibility capabilities that drive American Express marketing campaigns.&nbsp; Being part of the team, you will get numerous opportunities to gain hands-on experience with emerging technologies while continuing to build your expertise in technical documentation and executive communication.Job Responsibilities: <ul><li>Develop, maintain and update technology build and implementation strategy and sequence.</li></ul><ul><li>Synthesize platform dependencies and modernization roadmaps into clear de-risked implementation plans&nbsp;&nbsp;</li></ul><ul><li>Develop, maintain, and update comprehensive technical documentation, including process manuals, system overviews, and operational guides.</li></ul><ul><li>Translate complex technical concepts into clear, concise, and accessible content tailored for diverse audiences.</li></ul><ul><li>Design and deliver high-quality presentations that effectively communicate technical and business insights to executive stakeholders.</li></ul><ul><li>Synthesize information into clear, strategic narratives that support decision-making at the leadership level.</li></ul><ul><li>Demonstrate intellectual curiosity by actively seeking opportunities to learn new technologies, processes, and industry best practices.</li></ul><ul><li>Proactively apply new knowledge to enhance documentation quality and communication effectiveness.</li></ul><ul><li>Critically assess existing documentation practices, processes, and presentation methods, and recommend improvements that increase efficiency, clarity, and impact.</li></ul><ul><li>Partner with cross-functional teams, including engineering, product, and business units, to gather requirements and ensure documentation accuracy.</li></ul><ul><li>Serve as a trusted liaison between technical subject matter experts and executive leadership.</li></ul><ul><li>Establish and uphold standards for documentation and presentation consistency across projects, ensuring deliverables are accurate, professional, and aligned with organizational goals.</li></ul>Minimum Qualifications:<ul><li>Bachelor’s degree in Computer Science or a related field, or equivalent practical experience.</li></ul><ul><li>3+ years of experience in technical writing, documentation, or communications within a corporate or technology-focused environment.</li></ul><ul><li>Self-starter with curiosity and the confidence to question existing approaches.</li></ul><ul><li>Proven ability to create executive-level presentations that convey complex information in a clear and impactful manner.</li></ul><ul><li>Strong analytical and problem-solving skills, with the ability to challenge existing practices and recommend innovative solutions.</li></ul><ul><li>Excellent written and verbal communication skills, with attention to detail and consistency.</li></ul><ul><li>Demonstrated ability to collaborate effectively with cross-functional teams and interact confidently with executive stakeholders.</li></ul><ul><li>Proficiency with documentation tools, presentation software (e.g., Confluence, PowerPoint, Google Slides), and content management systems.</li></ul>Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.&nbsp;

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