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<h3>Job Description:</h3>Within Workplace Consulting’s Center of Excellence (COE) organization, the Historical Calc Team Senior Retirement Analyst is responsible for the administration of defined benefit (DB) retirement plans on behalf of our clients and their participants. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience!<h3>This role is responsible for</h3><ul><li>Analyzing, performing, and reviewing non-automated complex calculations manually (e.g., determination of historical service values, calculation of historical accrued benefits, etc.)</li><li>Completing client requests, preparing calculation summaries and explanations to respond to participant inquiries, and analyzing/solving data and other complex issues</li><li>Participating in special projects (e.g., new client implementation, divestitures, mergers, corporate actions, etc.) related to DB administration services</li><li>Providing ad hoc manual calculation support for a variety of clients and plan participants in a fast-paced environment</li><li>Performing the final quality review of work completed by other team members to ensure the finished product is accurate and of the highest quality</li><li>Reading and interpreting client plan documents, sample calculations, SPDs, plan provisions, and other documentation</li><li>Coaching and mentoring junior staff</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree or equivalent work experience</li><li>10+ years of defined benefit experience working for a benefits consulting firm or plan sponsor</li><li>Excellent mathematical and analytical skills</li><li>Leadership, mentoring, and coaching ability</li><li>Exemplary critical thinking and problem-solving skills</li><li>Leadership with self-motivation and determination to succeed</li><li>Keen written and verbal communications skills</li><li>Ability to balance and prioritize multiple projects in a fast-paced work environment while meeting standards outlined in the applicable client service level agreement</li><li>Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Experience working with pension plan documents, calculation rules/procedures, and other formal documentation</li><li>Ability to follow existing procedures, but have the continuous improvement mindset to evolve/advance to improve the process</li><li>Technically inclined with Microsoft Excel and Word applications</li><li>Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications</li><li>Ability to query, modify, set-up, and review test cases used to test pension administration systems</li><li>Leading the discovery and learning of the mechanics of how a client’s DB Plan operates</li><li>Experience actively gathering information from clients and third parties, framing questions, and covering all possible scenarios under the DB Plans</li></ul><h3>The Team</h3>This role will reside within Workplace Consulting’s Center of Excellence (COE) organization on the Historical Calc Team. You will be responsible for managing the manual and non-automated calculations for multiple Defined Benefit clients, business reporting, adhering to contractual obligations, and facilitating internal scale &amp; efficiency initiatives for your assigned clients. You also will be responsible for many aspects of peer review and final approval. You will support the COE’s interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.<h3>Certifications:</h3><h3>Category:</h3>OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Senior Retirement Analyst, Center of Excellence

<h3>Job Description:</h3>Director, Data ArchitectFidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities.The Expertise and Skills You Bring <ul><li>Education – BS or MS required</li><li>Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications</li><li>Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy</li><li>Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality</li><li>Ability to evaluate, prototype and recommend emerging data technologies and platforms</li><li>Demonstrated experience developing enterprise applications and data solution in the cloud – Azure/AWS</li><li>Experience architecting large complex systems with large volume and high-performance requirements</li></ul><ul><li>Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling</li><li>Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike </li><li>Expertise in programming languages such as SQL and Python, Java a plus</li><li>ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic</li><li>Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies</li><li>Analytical reporting experience, preferably Snowflake and PowerBI</li><li>Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Architecture

<h3>Job Description:</h3>Put your expertise in retirement planning to work every dayThe Expertise We’re Looking For<ul><li>Series 7 &amp; Series 63 licenses required</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul>The Purpose of Your RoleRetirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.The Skills You Bring<ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul>The Value You Deliver<ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul>How Your Work Impacts the OrganizationThe Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Retirement Planner - Orlando, FL

<h3>Job Description:</h3>The RoleThe Manager, Meetings &amp; Events will deliver best in class event experiences for the firm’s associates, clients, and prospects. They will have a natural curiosity for business strategy and demonstrate their skills to create and flawlessly complete programmatic experiences that support the objectives!The candidate will be experienced in project management, including creating and managing budgets, creating timelines and work plans, leading planning meetings and collaborating with business partners to drive toward deliverables. We are looking for a good communicator who keeps partners informed. The candidate will be in command of complex event logistics, including, but not limited to sourcing and managing speakers and vendors, and creating dynamic production schedules.The ideal candidate is skilled at producing both in-person and virtual experiences.! They are comfortable with digital environments and have a proven track record of creating high quality virtual events using various technology platforms<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree preferred or at least 5 years of related work experience</li><li>Experience planning social and corporate events as well as an understanding of industry events</li><li>Experience with event registration systems and event mobile app platforms, especially Cvent.</li><li>Knowledge and experience with virtual event production</li><li>Knowledge and experience of Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word) and Zoom Meeting/Webinar</li><li>Strong verbal and written communication skills, including a command of proof reading</li><li>Exceptional organizational skills</li><li>Ability to work under tight deadlines and prioritize responsibilities</li><li>Ability to travel within the U.S. and work flexible and/or fluctuating work hours</li><li>You demonstrate exceptional time management and organizational skills with a proven record of success in planning, managing, and driving multiple events simultaneously.</li><li>You have experience managing small to mid-size budgets, possess fundamental knowledge of contractual language pertaining to meetings and events, and have experience negotiating with vendors.</li><li>You collaborate with team members and business partners, have a proven ability to work well independently and as part of a team, and embrace and contribute to a positive work environment.</li><li>You demonstrate knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment and you have the ability to adapt as needed.</li><li>Serving as an event project manager, creating timelines, organizing planning meetings, collaborating with business partners (i.e. sales, relationship management, product, marketing) to drive toward deliverables, and keeping partners informed.</li><li>Consulting with senior management and colleagues regarding event strategy, objectives and program goals; making recommendations to achieve maximum impact for minimal spend.</li><li>Collaborating with the marketing, communications and product groups to ensure appropriateness of branding, including presentation content.</li><li>Designing engaging relevant event experiences that resonate with attending audiences and achieve key business objectives for internal and external audiences, including new and existing clients.</li><li>Playing an integral role in all agenda content development and work with speakers on all logistical items.</li><li>Developing success measures and evaluate all major events against objectives, recommending areas for improvement.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide objectives.<h3>Certifications:</h3><h3>Category:</h3>Event ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Manager, Meetings & Events

<h3>Job Description:</h3>The RoleDo you want to join a Center of Excellence (CoE) focused on developing best in class standards &amp; practices for external audits? The External Audit CoE within Fidelity’s Enterprise Technology Risk &amp; Analytics (ETRA) group is seeking a hard-working, driven, and experienced professional to join the team. You will help enhance and run the external audit oversight program activities, including defining and executing the external audit strategy and program, and working with External Auditors, Technology, Operations and Risk teams to lead the technology audit engagements. You will also develop data analysis and automated tools to generate actionable insights needed to support and enhance program activities. The Expertise You Have • Bachelor’s Degree in Computer Science, Information Systems, Technology, Accounting, or a related field of study preferred. • 4-7 years of experience in information technology auditing (preferably supporting or conducting audits), information technology risk or compliance, cyber security, or controls assurance roles. • Demonstrated technical abilities in multiple domains (e.g., technology infrastructure and application controls, cyber security, access management, cloud, resiliency, etc.). • Experience implementing and assessing controls over highly automated business processes. • Working knowledge of cloud-native technologies, including cloud databases, along with familiarity with DevOps methodologies, automated deployment processes, and supporting tools. • Strong understanding of data protection processes and controls for handling various levels of confidential data across diverse environments. • Hands-on experience with data exploration and visual analytics concepts, utilizing business intelligence and visualization tools such as Excel, Alteryx, Tableau, and Power BI. • Professional technology risk certification (CISA, CISSP, CRISC) and/or Cloud Certification(s) (CCSP, CCSK, AWS) desired but not required. The Skills You Bring • Strong analytical skills, critical thinking, and attention to detail. • Ability to solve complex problems through the creative use of data analytics. • Knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions. • A process-oriented mindset and deep understanding of operations and technology to support the analysis, design, and oversight of effective control frameworks. • Knowledge of Cloud security and controls and cloud technology environments (AWS/Azure, PaaS, SaaS). • Knowledge of Industry standards, frameworks, and methodologies, such as SOC 1, SOC 2, ISO27001, HITRUST. • Excellent verbal and written communication skills enabling you to prepare and present findings clearly and concisely. • A sense of ownership, accountability, and a commitment to achieving objectives. • The ability to build and maintain collaborative working relationships to craft and assist in the execution of appropriate controls design and monitoring. • The ability to remain focused and complete priorities in the face of change.The Value You Deliver • Gather, organize, and analyze externally audited systems data to uncover key insights that can be presented through data visualizations. • Develop analytics to proactively identify risk across the firm (in high impact areas such as logical access, application resiliency, cloud, vendor and more). • Assist with planning and coordination of audit cycles with external auditors and internal stakeholders. • Effectively manage audit scope changes and maintain an authoritative inventory of externally audited systems. • Facilitating requests from external auditor and monitoring to ensure timely completion. • Assist with information technology risk assessments and readiness assessments including documenting controls, identifying potential gaps and/or inconsistencies and making sound recommendations for improvement and/or mitigation. • Proactively identify, track, monitor, report, &amp; advise of any risks to external audit engagements. • Work across business, technology and risk teams to execute technology audit engagements according to schedule while proactively managing and resolving challenges that arise during the audit cycle. • Maintain a comprehensive inventory of externally audited controls, including detailed mappings to audit reports and GRC records, along with practical descriptions of how each control is executed. • Support the creation of detailed procedural documentation to guide business and technology partners in understanding and integrating standard external audit controls into their products.The Team You will be part of the External Audit team within ETRA. The CoE manages and coordinates Enterprise external audit technology engagements (SOC 1, SOC 2, attestation reports, etc.) in close partnership with the business unit technology risk teams. Technology Risk is part of the broader Legal, Risk and Audit (LRA) group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity’s brand. You will also work with Fidelity technology and business owners, Enterprise Cybersecurity (ECS), Enterprise Infrastructure &amp; Operations (EI&amp;O), Fidelity Architecture &amp; Engineering (FAE), Business Unit Technology partners, Business Unit Operations Risk, and Fidelity external auditors. Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Sr. Tech Risk Analyst - External Audit COE

<h3>Job Description:</h3>Want a role that is crucial in all phases of digital product management? Join the Digital Strategy &amp; Solutions Team! As a Product Manager, you will integrate product knowledge and experience in product management, providing leadership to bridge the gap between strategy and execution by aligning strategic goals with business value. Applying data-driven insights to identify product improvements, define clear requirements, deliver innovative solutions, and assess business outcomes for measurable impact. Eliciting and detailing the needs of customers, partners, LRC, and project objectives to ensure alignment and clarity throughout the development lifecycle. Crafting detailed product requirements that reflect end-user functionality, supported by cross-functional collaboration and visual artifacts. Implementing quality controls to ensure solutions meet defined requirements, function as intended, and are continuously improved. Supporting client and field readiness and providing deep expertise in digital product functionality.<h3>The Expertise and Skills You Bring</h3><ul><li>5+ years of product manager experience delivering customer or associate focused digital solutions.</li><li>An ability to lead high priority initiatives from concept through execution across multiple cross-functional teams</li><li>Passionate about using data to address challenges, skilled in synthesizing insights into compelling narratives, vision statements, and data-informed decisions.</li><li>Extensive experience in root cause identification, process, journey and value stream mapping.</li><li>An affinity for technology and a dedication to staying current with industry innovations.</li><li>Experience in the specific areas of account maintenance, account opening, money movement, process workflow regulations, digital platforms, fraud, case management, XTRAC, market trends, and omnichannel applications.</li><li>Expertise in phone, branch and back-office operations, with an understanding of how paper, non-value-add calls, and manual tasks impact the cost of servicing clients.</li></ul><h3>The Team</h3>We are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share core product management and analytical abilities, as well as a set of differentiated skills which extends their ability to meet squad needs. We are aligned with the CORE-X group area whose mission is 'Serving Millions, Moving Billions.' We help grow our core business, attract the next generation of customers, and scale our impact across the organization through our critical experiences:<ul><li>Account opening across all products</li><li>Seamless money and asset transfers within and beyond Fidelity</li><li>Essential account maintenance activities.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Principal Business Analyst

<h3>Job Description:</h3>Senior Manager, Compliance Advisor – Testing &amp; Reporting ServicesThe Role<ul><li>Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences.</li><li>Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results</li><li>Leading the testing service team to find solutions when complex issues or errors arise.</li><li>Assist in setting proper expectations for new clients (sales) and plan sponsor contacts</li><li>Building the confidence of clients in Fidelity’s services by offering solutions to test failures</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree Required</li><li>5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing services.</li><li>4+ years of Defined Contribution nondiscrimination testing experience required</li><li>ASPPA credentials - QKA, QPA preferred</li><li>In-depth nondiscrimination testing experience</li><li>Can review test results and efficiently gain understanding of a plan’s design</li><li>Understanding of the Employee Plans Compliance Resolution System (EPCRS), and how to apply EPCRS rules to plan corrections</li><li>Can discuss and explain complex regulatory topics with any audience, tailoring your delivery to the audience</li><li>Collaborate with Plan Sponsors and internal business partners to build consensus</li><li>Multitask client work, internal project work, and other responsibilities</li><li>Strong organization skills and keep detailed records of your work</li><li>Can manage at-risk client relationships</li><li>Research topics independently and deliver solutions to complex regulatory issues</li><li>Communicate effectively, work well in a team environment, and possess good presentation skills.</li><li>Possess great problem-solving skills including the ability to manage escalated issues.</li><li>Have the ability to negotiate and influence.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Compliance Advisor role resides in Testing and Reporting Services (TRS) within Workplace Investing (WI). TRS provides and completes Employer Calculations and Additional Testing (ECAT), Plan Year End Summary Reporting, Minimum Coverage and Nondiscrimination Testing, Form 5500 completion and Audit Support for the plan’s year-end audit. The Compliance Advisor will provide regulatory support and guidance for TRS ECAT Associates and their associated Plan Sponsors. In this role, you will assist ECAT Associates with allocation and 3-year cycle testing general daily support, regulatory questions, and preparation for conversations with Plan Sponsors, legal counsel, and internal business partners surrounding regulatory requirements, results delivery and Compliance Consultant support. A small amount of production may be required.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Compliance Advisor- Testing and Reporting

<h3>Job Description:</h3>Sr. Associate, Corporate DevelopmentThe Role Reporting to the Senior Vice President, Corporate Development, the Senior Associate will support the Corporate Development team and business partners in the valuation and due diligence process of potential acquisitions and strategic investments. Additionally, this role will be responsible for assisting the team with originating new opportunities that are strategically aligned with our business and with strategic evaluations of core and non-core businesses. Other responsibilities include staying current on industry trends and monitoring strategic moves of top competitors/industry leaders as well as researching current and future trends in the financial services industry. The Expertise &amp; Skills You Bring<ul><li>4+ years of experience in Corporate Development, Private Equity, Investment Banking, or Venture Capital preferred</li><li>Advanced financial modeling and valuation skills with expertise in constructing complex models are required</li><li>Strategic mindset and strong business acumen to evaluate potential acquisitions, investments, partnerships, etc.</li><li>Excellent research and communication skills - the ability to gather, synthesize, and clearly communicate executive-level materials on companies, products, and industries</li><li>Superior organizational and process/project management skills. Demonstrated ability to coordinate cross-functional work teams</li><li>Results-oriented, versatile and self-motivated</li><li>Financial Service industry experience is preferred </li></ul>Note: Fidelity is not providing immigration sponsorship for this position The Team Fidelity Corporate Development Group is a multidisciplinary team that works closely with all Fidelity's Business Units and levels of the organization to evaluate strategic opportunities. These opportunities include potential investments, acquisitions, divestitures, partnerships, and strategic alliances, as well as business unit evaluations and reviews.<h3>Certifications:</h3><h3>Category:</h3>ConsultingFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Associate, Corporate Development

As a member of the Coopers’ Hawk team, the Porter ensures our restaurant is always clean and safe for our Team Members and Guests.&nbsp;&nbsp;What You’ll Get<ul><li>Incredible Discounts: <ul><li>50% Dining and Carryout</li><li>40% Retail Wine</li><li>20% Retail and Private Events</li><li>Monthly Complimentary Wine Tasting for Two&nbsp;</li></ul></li><li>Medical, Prescription, Dental, Vision Insurance plus Telemedicine and Wellness Program</li><li>Company Matching 401(k) Retirement Savings Plan</li><li>Flexible Savings Accounts- Health and Dependent Care&nbsp;</li><li>Highly Competitive Pay plus Team Member Incentives &amp; Rewards&nbsp;&nbsp;</li><li>Pay Access before Pay Day&nbsp;</li><li>Flexible Schedules&nbsp;</li><li>Paid Time Off</li><li>Access to Team Member Relief Program</li><li>Employee Assistance Program, providing mental health, legal and financial counseling.</li><li>“Everyday Benefits” Program to include insurance coverage (pet, life, auto, home/property) and employee discounts on goods and services</li><li>Employee Referral Bonus Program</li><li>Wine and Culinary Education&nbsp;</li><li>Career Growth&nbsp;Flight Plan</li><li>Milestones Recognition Program</li></ul>What You’ll Do&nbsp;&nbsp;<ul><li>Greet all guests with hospitality and friendliness&nbsp;</li><li>Ensure cleanliness of Cooper’s Hawk including keeping the floors clean following “Wash n Walk” procedures, cleaning surfaces, cleaning and maintaining restrooms.&nbsp;</li><li>Polish flatware and ensure silverware are neat and tight in napkin fold.&nbsp;&nbsp;</li><li>Follow proper wine glass polishing procedure and stock stemware.&nbsp;</li><li>Restock the bar and beverage station.&nbsp;</li><li>Adhere to all Cooper’s Hawk service standards&nbsp;</li><li>Follow departmental checklists and standard operating procedures to ensure work areas are prepared for opening, mid-shift or closing in accordance with company guidelines&nbsp;&nbsp;</li><li>Maintain professional relationships with all Managers and Team Members&nbsp;</li><li>Maintain a professional image at all times by adhering to all appearance and behavior guidelines in the Employee Handbook</li><li>Perform other duties as assigned&nbsp;</li></ul>What You’ll Need&nbsp;&nbsp;<ul><li>Must represent Cooper’s Hawk Values&nbsp;</li><li>At least 18 years of age&nbsp;</li><li>A hospitality-focused individual with a passion for guest service&nbsp;</li><li>Knowledge of and passion for food, wine and beverages&nbsp;</li><li>An individual who thrives in a team-based environment&nbsp;</li><li>Ability to communicate clearly with Guests, managers and team members&nbsp;&nbsp;</li><li>Must be able to read, write and understand English&nbsp;</li><li>Ability to work flexible shifts and schedules, inclusive of weekends and some holidays&nbsp;</li><li>Ability to multi-task and work calmly and effectively under pressure, in a fast-paced environment&nbsp;</li><li>Ability to lift and carry up to 40 lbs.&nbsp;</li><li>Ability to stand and walk up to 10 hours per shift&nbsp;</li><li>Ability to exert fast-paced mobility for periods of up to 6 hours in length&nbsp;</li><li>Ability to perform essential functions to Cooper’s Hawk standards with reasonable accommodation&nbsp;</li><li>Ability to perform basic mathematical calculations&nbsp;</li></ul>Cooper’s Hawk reviews several factors when establishing compensation. Salaries and hourly wages appearing in a job posting may be published by third parties and may not reflect the salaries or hourly wages offered by Cooper’s Hawk.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Cooper’s Hawk is an equal opportunity employer.  All qualified applicants are considered for employment without regard to the person’s race, color, religion, national origin, sex, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law. Cooper’s Hawk makes reasonable accommodations during all aspects of the employment process, including during the interview process.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The information provided above indicates the general nature and level of work required of the position and is not a comprehensive list of all responsibilities or qualifications. The Benefits list is only a highlight of some of the benefits offered to team members; eligibility for certain benefits apply.&nbsp;&nbsp;&nbsp; About Us Cooper's Hawk Winery &amp; Restaurants was created with the inspiration of bringing the Napa Valley experience to all of America, by combining an elegant tasting room with a polished casual restaurant and scratch kitchen. Cooper's Hawk wines have won hundreds of awards and are the Official Wines of the Screen Actors Guild® Awards. We are built upon the belief that food and wine hold the power to forge a COMMUNITY, and with the world's largest wine club membership, we are paving the way to democratizing the good life!

Cooper's Hawk Winery and Restaurants


    Porter
  

The Cooper’s Hawk Line Cook is critical to the success of the company and plays an integral role in executing a positive experience for each restaurant Guest. The Line Cook is responsible for the daily preparation and execution of food items in the pantry, fry, grill, broil and sauté stations.&nbsp;&nbsp;&nbsp;What You’ll Get<ul><li>Incredible Discounts: <ul><li>50% Dining and Carryout</li><li>40% Retail Wine</li><li>20% Retail and Private Events</li><li>Monthly Complimentary Wine Tasting for Two&nbsp;</li></ul></li><li>Medical, Prescription, Dental, Vision Insurance plus Telemedicine and Wellness Program</li><li>Company Matching 401(k) Retirement Savings Plan</li><li>Flexible Savings Accounts- Health and Dependent Care&nbsp;</li><li>Highly Competitive Pay plus Team Member Incentives &amp; Rewards&nbsp;&nbsp;</li><li>Pay Access before Pay Day&nbsp;</li><li>Flexible Schedules&nbsp;</li><li>Paid Time Off</li><li>Access to Team Member Relief Program</li><li>Employee Assistance Program, providing mental health, legal and financial counseling.</li><li>“Everyday Benefits” Program to include insurance coverage (pet, life, auto, home/property) and employee discounts on goods and services</li><li>Employee Referral Bonus Program</li><li>Wine and Culinary Education&nbsp;</li><li>Career Growth&nbsp;Flight Plan</li><li>Milestones Recognition Program</li></ul>What You’ll Do&nbsp;&nbsp;<ul><li>Maintain Cooper’s Hawk quality standards by preparing assigned recipes to specification&nbsp;</li><li>Follow recipes, manage portion control, and adhere to presentation specifications&nbsp;</li><li>Set up station according to established specifications&nbsp;</li><li>Properly use the KDS system to manage cook times, while preparing and multitasking several dishes at a time.&nbsp;</li><li>Restock all items as needed throughout the shift&nbsp;</li><li>Assist with the cleaning, sanitation, and organization of kitchen, walk-in coolers, and all storage areas&nbsp;</li><li>Maintain kitchen equipment in “like new” condition&nbsp;</li><li>Clean and maintain station using necessary safety, sanitation, and organizational skills&nbsp;&nbsp;</li><li>Maintain professional relationships and clear communications with all Managers and Team Members&nbsp;</li><li>Follow departmental checklists and standard operating procedures to ensure work areas are prepared for opening, mid-shift or closing in accordance with company guidelines&nbsp;&nbsp;</li><li>Perform other duties as assigned&nbsp;</li></ul>What You’ll Need&nbsp;&nbsp;&nbsp;<ul><li>Must represent Cooper’s Hawk Values&nbsp;</li><li>Must be at least 18 years of age&nbsp;</li><li>A minimum of 6 months line cook experience in upscale casual dining or an equivalent service environment&nbsp;&nbsp;</li><li>An individual who thrives in a team-based environment &nbsp;</li><li>Basic knowledge of professional cooking and experience in knife skills while using a cut-glove &nbsp;</li><li>Knowledge of safety, sanitation, and food handling procedures&nbsp;</li><li>Ability to follow recipes and instructions&nbsp;</li><li>Ability to communicate clearly with Guests, Managers and Team Members&nbsp;&nbsp;</li><li>Ability to multi-task in a fast-paced environment&nbsp;</li><li>Ability to lift and carry up to 50 lbs.&nbsp;</li><li>Ability to stand and walk up to 10 hours per shift&nbsp;</li><li>Ability to work within the following conditions: wet floors, temperature extremes, and loud noise&nbsp;</li><li>Ability to exert fast-paced mobility for periods of up to 6 hours in length&nbsp;</li><li>Ability to perform essential functions to Cooper’s Hawk standards with reasonable accommodation&nbsp;</li><li>Ability to work flexible shifts and schedules, inclusive of weekends and some holidays&nbsp;&nbsp;</li><li>Must be able to read, write and understand English&nbsp;</li></ul>Cooper’s Hawk reviews several factors when establishing compensation. Salaries and hourly wages appearing in a job posting may be published by third parties and may not reflect the salaries or hourly wages offered by Cooper’s Hawk.&nbsp;  &nbsp;Cooper’s Hawk is an equal opportunity employer.  All qualified applicants are considered for employment without regard to the person’s race, color, religion, national origin, sex, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law. Cooper’s Hawk makes reasonable accommodations during all aspects of the employment process, including during the interview process.&nbsp;  &nbsp;The information provided above indicates the general nature and level of work required of the position and is not a comprehensive list of all responsibilities or qualifications. The Benefits list is only a highlight of some of the benefits offered to team members; eligibility for certain benefits apply.  About Us Cooper's Hawk Winery &amp; Restaurants was created with the inspiration of bringing the Napa Valley experience to all of America, by combining an elegant tasting room with a polished casual restaurant and scratch kitchen. Cooper's Hawk wines have won hundreds of awards and are the Official Wines of the Screen Actors Guild® Awards. We are built upon the belief that food and wine hold the power to forge a COMMUNITY, and with the world's largest wine club membership, we are paving the way to democratizing the good life!

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