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<h3>Job Description:</h3><p><strong>Manager, Transformation and Automation</strong></p><p><strong>Team:</strong> Fraud Risk and Control – Global Fraud Detection and Operations (GFDO)</p><p><strong>The Role:</strong><br>As Manager, Transformation and Automation, you will support the execution of strategic initiatives that drive operational improvements across the fraud organization. This role is ideal for someone who excels at managing projects, identifying process gaps, and communicating progress through clear, compelling visuals.</p><p>You’ll work closely with leadership to organize workstreams, track milestones, and create materials that highlight both needs and successes. Your ability to bring structure, clarity, and momentum to complex efforts will be key to your impact.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Support transformation projects from planning through execution.</li><li>Identify operational gaps and propose solutions to improve efficiency and effectiveness.</li><li>Create executive-ready presentations, charts, and dashboards to communicate progress and outcomes.</li><li>Collaborate with internal teams and external partners to align on goals and deliverables.</li><li>Maintain project documentation, timelines, and status updates.</li></ul><p><strong>Skills and Experience:</strong></p><ul><li>Bachelor’s degree or equivalent experience in business, project management, analytics, or a related field.</li><li>Strong project management and organizational skills.</li><li>Proficiency in PowerPoint, Excel, and data visualization tools such as Miro, Vizio, Jira etc.</li><li>Ability to synthesize complex information into clear, actionable insights.</li><li>Experience in fraud operations or financial services is a plus.</li><li>Background in training content development is a bonus.</li><li>Willingness to do some travel if needed.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Risk<p>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.</p><p>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.</p>

Fidelity Investments

Manager, Transformation and Automation

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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 63 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><p>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.</p><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. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Torrance, CA

<h3>Job Description:</h3><p><strong>This job requires you to live in the Sunnyvale, CA, as you will be working on local client campuses 4-5 days a week.</strong></p><p><strong>The Role</strong></p><p>The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.</p><p>Specific responsibilities include:</p><ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul><p><strong>The Team</strong></p><p>The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.</p><ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul><p>Joining WEPA means that you will:</p><ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul><p><strong>Company Overview</strong></p><p>Fidelity 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.</p><p><strong>Join Us</strong></p><p>At 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 Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. 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.</p><p>We invite you to Find Your Fidelity at fidelitycareers.com</p>The base salary range for this position is $90,000 - $140,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Workplace Financial Consultant - Sunnyvale, CA

<h3>Job Description:</h3><p><strong>The</strong> <strong>Role</strong></p><p>The Senior Manager, Product Strategy role is focused on the advancement of our digital asset platform capabilities and crafting new, innovative products to meet the needs of our global institutional client base, now and in the future. You will contribute to long-term product and business strategy, partnering with the team to refine the product roadmap through your understanding of the market and underlying technology, and interpretation of future needs of our broad client base.</p><p>In addition, you will develop new product proposals, define end-to-end design for those products (i.e., from user experience through enabling operational and technical capabilities), and drive them through execution, collaborating across the firm.</p><p><strong>Expertise and Skills you Bring</strong></p><ul><li><p>5+ years of experience in financial services, preferably in product management or similar domain</p></li><li><p>Clear and effective communicator with strong presentation skills and proven ability to articulate complex technical concepts in a digestible manner to senior audiences</p></li><li><p>Detail-oriented, analytical approach to problem solving</p></li><li><p>Understanding and strong interest in financial markets, cryptocurrencies, and blockchain</p></li><li><p>Commercial mindset and understanding of financial concepts</p></li><li><p>Proven ability to build strong relationships and trust company-wide</p></li><li><p>Ability to support multiple time-sensitive objectives while maintaining high quality standards</p></li><li><p>Ability to influence even when holding a position contrary to the majority</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.</p><p>Product Strategy leads the strategy and vision for Fidelity Digital Assets® product offerings. They are responsible for the overall user experience of our custody &amp; trading platform as well as the tailored solutions &amp; resources available to our clients. They constantly evaluate industry &amp; market trends, business needs and use those insights to enhance our existing experience or incubate new offerings. They work closely with the Product Delivery team to bring their strategy to life for our clients. Members of our team have a commercial mentality, drive for innovation and range of backgrounds with a passion for digital assets, markets and financial services products.</p>The base salary range for this position is $89,000-180,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Product Strategist, Fidelity Digital Assets

<h3>Job Description:</h3><h3>This role is responsible for working with Fidelity’s defined contribution clients to build and maintain plan investment lineups that meet plan sponsor requirements and help plan participants reach desired retirement outcomes. While this position will be focused on clients in the East region of the U.S., there may have flexibility on location, as long as the associate resides in the Northeast region of the country. In this role, you will interface with our clients’ investment committees which include officers in Treasury, Finance (including CFOs), Legal, HR, and Corporate functions, as well as third-party advisors and consultants. The successful Investment Strategist effectively communicates investment topics and trends and helps plans sponsors make informed decisions about their retirement plan investments. The VP-level consultant will be working with some of Fidelity’s largest and most complex clients.</h3><p><strong>The Expertise You Have</strong></p><ul><li><p>Strong preference for CFA charter-holder; MBA a plus</p></li><li><p>Minimum of ten years of investment consulting/HNW/institutional advisory experience preferred</p></li><li><p>Proven track record and desire to identify and establish links with clients’ investment decision makers.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Detailed knowledge of mutual funds and other investment vehicles typically used by defined contribution plans or institutional investors.</p></li><li><p>Excellent understanding of the economy, financial markets, and their drivers.</p></li><li><p>Ability to explain the interaction of various asset classes and equity styles in particular market cycles and relate that to the performance of the funds.</p></li><li><p>Ability to establish and build relationships and been seen as a go to person for our clients’ retirement investment needs.</p></li><li><p>Excellent presentation skills and presence.</p></li></ul><p><strong>ASSOCIATE MAY BE LOCATION IN SMITHFIELD, RI OR MERRIMACK, NH REGIOANL SITES OR REMOTE IN MA, CT, ME, RI, VT, NH OR NY.</strong></p><p><strong>The Value You Deliver</strong></p><ul><li><p>Ability to build influential relationships with senior level employees of our clients and influence decisions.</p></li><li><p>Using your background on 401(k) plan menu design, you will become a trusted resource.</p></li><li><p>Position Fidelity’s products and services with our clients.</p></li></ul><p>You will help solidify our overall relationship with our clients and be seen as a key member of the service team.</p><p><strong>The Team</strong></p><p>Be part of the Investment Strategist Organization, a group of 30+ professionals dedicated to being the best provider of advice and investment expertise to retirement plan sponsors and to set the standard for integrity and excellence in the industry. For our clients, we help them not only to meet their fiduciary responsibilities, but also to make decisions that lead to better retirement outcomes for their employees. For Fidelity, we serve as the eyes and ears of the retirement plan market, introducing new investment solutions to clients and retaining the solutions we currently provide while always acting in our clients’ best interests. When we’re successful, our clients will be highly satisfied with long-term relationships, their employees will achieve retirement readiness, and Fidelity will continue to grow its investment management presence in the retirement plan market.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Consulting<p>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.</p><p>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.</p>

Vice President, Investment Strategist- Retirement Services

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As part of the Real Estate Strategy and Planning Team, you will play a key role within the Amenities and Program Management function to develop the workplace amenity strategy for Fidelity. You will lead the strategy for food &amp; beverage amenity programs across Fidelity’s domestic and international regions and will partner with other team members to ensure a cohesive strategic approach for all amenities. Other amenities across the portfolio include fitness, wellbeing, and transportation, all of which contribute to a frictionless onsite experience for associates. The Senior Manager is passionate about creating exceptional associate experience and has very strong strategic oversight. This includes developing strong, data-driven strategies, critical thinking, building and delivering executive presentations, and vendor management. In a dynamic and fast paced environment, prioritization and clear communication, both written and verbal, are critical to success. While this role plans, evolves and drives the food &amp; beverage amenity strategy, there is significant work in leading cross-functional teams in a fast paced and dynamic environment. The successful candidate will be ready to jump in to lead and evolve the food &amp; beverage amenity strategy, while also paying close attention to details of the day-to-day business.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Bachelor’s degree required</p></li><li><p>7+ years work experience in business strategy, program management, consulting, marketing</p></li><li><p>Strong program and vendor management, critical thinking and analytical skills (including business case development), relationship building and a keen sense of ownership, accountability and urgency</p></li><li><p>Ability to independently prioritize work, think critically and proactively solve problems, while also being comfortable seeking guidance</p></li><li><p>Proven leadership of cross-functional teams and the ability to influence varied stakeholders</p></li><li><p>Confidence in communication (written and verbal),strong interpersonal awareness and relationship building skills to engage stakeholders at all levels of the organization</p></li><li><p>Ability to think and plan strategically, while also paying attention to detail and accuracy, with outstanding work quality</p></li><li><p>Comfort and success operating in a fast paced and agile culture</p></li><li><p>Advanced skills in Excel and PowerPoint with the ability to translate complex information into a simple, yet compelling, story</p></li><li><p>A consumer first, imaginative mindset with curiosity, passion and ability to deliver against unmet needs</p></li><li><p>Experience managing vendors, budget and contracts</p></li></ul><p><strong>Other Requirements</strong></p><ul><li><p>Ability to be onsite at Fidelity locations a minimum of 50% of the time</p></li><li><p>Ability to travel up to 10% of the time</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, offering a full range of services to Fidelity business units nationally and internationally. Our philosophy is customer centric - everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all levels. We manage more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, multiple data centers, and more than 200 retail investor centers.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>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.</p><p>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.</p>

Senior Manager, Real Estate Amenities and Program Management

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

Vice President, Branch Leader - Houston, TX (Baybrook)

<h3>Job Description:</h3><h3>Financial Representative</h3><p>In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals. </p><p>From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. </p><p>We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance.</p><h3>The Expertise We’re Looking For</h3><ul><li>A college degree is encouraged yet not required</li><li>We feel customer service, sales, 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>Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients</li><li>Superb interpersonal, customer interaction and communication skills</li><li>We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 &amp; 63 licenses during your first six months</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients beginning with their arrival to the Investor Center. As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success. </p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with customers</li><li>An aptitude for sales to dedicatedly identify leads</li><li>Remarkable attention to detail and ability to prioritize</li><li>Computer literacy and experience working with multiple applications at once</li><li>Your organizational skills to manage multiple tasks simultaneously </li><li>Adept at assessing client needs through both verbal and non-verbal communication</li><li>Ability to run and upkeep the lobby / lounge of Fidelity’s fast paced Investor Center</li><li>Inventory management experience to ensure all client collateral and office supplies are in stock</li><li>Aspiration to partner with Fidelity’s clients to build long-lasting relationship and financial plans. </li></ul><h3>The Value You Deliver</h3><ul><li>A vital member of the team, you are offering support to Fidelity’s most wealthy and 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><h3>How Your Work Impacts the Organization</h3><p>Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.</p>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Minnetonka, MN

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>We are seeking a Senior Analyst, Business Architecture to join our specialized team within the Advanced Process Solutions (APS) Domain, which is dedicated to building and deploying technologies that drive automation, digitization, and efficiency across our servicing ecosystem. Our mission is to create a future state where digital interactions replace paper, client experiences are streamlined and automated, and associates focus on high-value work. </p><p>As part of this team, you will play a pivotal role in technology investment decisioning, partnering closely with senior leaders to evaluate and shape strategic technology initiatives. This is a high-impact role that blends finance, strategy, and technology insights to inform recommendations on investments aligned with our firm’s mission. </p><p>Operating in a fast-paced environment, you will lead business and technical analyses, develop financial models, and synthesize insights from data, subject matter experts, and industry benchmarks. You will also contribute to defining future-state processes, identifying pain points, and crafting actionable recommendations. Deliverables often include executive-level presentations, business cases, and strategic roadmaps. </p><p>Why this role? </p><ul><li>Exposure to strategic technology investments that shape the future of our servicing ecosystem. </li></ul><ul><li>Opportunities to work closely with senior leaders and influence enterprise-level decisions. </li></ul><ul><li>Hands-on experience with strategy, finance, and technology initiatives, building a strong foundation for future career growth. </li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree in Finance, Engineering, or a related STEM field (or equivalent experience).</li></ul><ul><li>1–3 years of experience in strategy, business analysis, finance, or technology-related roles. </li></ul><ul><li>Exposure to financial modeling and ability to learn quickly. </li></ul><ul><li>Strong analytical skills with the ability to form hypotheses and test them using data. </li></ul><ul><li>Comfort working in ambiguous, fast-paced environments. </li></ul><ul><li>Excellent communication and presentation skills, with ability to synthesize complex information. </li></ul><ul><li>Interest in digital transformation and technology trends. </li></ul><ul><li>Proactive, collaborative approach to problem-solving and strong organizational skills. </li></ul><p><strong>Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team </strong></p><p>You will work within the Business Architecture Center of Excellence, collaborating with a diverse mix of strategists, technologists, and business partners in a highly matrixed environment. Our team operates within the firm’s agile model and is deeply committed to delivering value through innovation and strategic thinking. </p><h3><strong>Company Overview</strong></h3><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. 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>.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p>The base salary range for this position is $74,000-141,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting Support

Senior Analyst, Business Architecture

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>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.</p>

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