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<p><strong>ABOUT THE AMERICAN MATHEMATICAL SOCIETY</strong></p><p>The American Mathematical Society (AMS), founded in 1888, is a non-profit membership organization that is dedicated to advancing research and connecting the diverse global mathematical community through our publications, meetings and conferences, MathSciNet, professional services, advocacy, and awareness programs. &nbsp;The AMS has 30,000 members worldwide and offices in Rhode Island, Michigan, and Washington, DC.</p><p><strong>WHY WORK AT THE AMS</strong></p><p>At the AMS we value excellence, inclusivity and teamwork. We work at the forefront of advancing and connecting the diverse mathematical community worldwide, and we are seeking curious, innovative, collaborative individuals to join our team.</p><ul><li>Excellent work-life balance with potential for hybrid work</li><li>Generous benefit offerings including:<ol><li>9.5% employer contribution to 403(a) Retirement Plan&nbsp;</li><li>100% employer-paid Life, AD&amp;D, Short- and Long-Term Disability Insurance</li><li>Medical and dental coverage with employer cost share&nbsp;</li><li>Voluntary vision, Life/AD&amp;D, and Long-term Care Insurance available through payroll deduction</li></ol></li><li>12 paid holidays&nbsp;</li><li>Generous paid time off</li><li>Technology equipment reimbursement for applicable roles</li><li>Tuition reimbursement</li><li>Commitment to equity, diversity, inclusion and a welcoming environment</li></ul><p><strong>SUMMARY:</strong></p><p>The Senior Integrated Marketing &amp; Communications Specialist collaborates closely with the Director of Communications and Marketing to plan and execute strategic marketing initiatives that advance the American Mathematical Society’s brand visibility, audience engagement, and membership growth. This role supports the operational oversight of marketing initiatives and collaborates cross-functionally with departments to ensure integrated marketing strategies.</p><p><strong>ESSENTIAL FUNCTIONS:</strong></p><ul><li>Develop integrated marketing plans that align with AMS’s strategic goals and revenue objectives.</li><li>Ensure campaigns are consistent across all channels (digital, print, social, email, events, etc.).</li><li>Align marketing strategies with audience insights, brand positioning, and organizational priorities.</li><li>Orchestrate messaging across platforms to ensure consistency.</li><li>Manage timelines and deliverables for multichannel campaigns.</li><li>Partner with internal departments (e.g., programs, membership, government relations, meetings, Equity, Diversity, and Inclusion) to promote initiatives.</li><li>Stay current on marketing best practices and emerging trends and integrate innovative techniques into AMS’s marketing strategies.</li><li>Track and analyze campaign performance using KPIs.<ul><li>Collaborate closely with cross-functional teams, including Meetings and Conferences, Membership, Equity, Diversity, and Inclusion, Programs and Professional Services, and Government Relations, to promote the Society’s brand.</li><li>Ensure all marketing materials adhere to brand standards.</li><li>Help evolve brand guidelines as needed in response to strategic shifts.</li></ul></li></ul><p><strong>TRAVEL:&nbsp;</strong>10-30%travel domestically (internationally on occasion)</p><p></p><p><strong>INTERNAL AND EXTERNAL RELATIONSHIPS:</strong></p><ul><li>Internal: Report to Director of Communications and Marketing; work with staff in other departments to plan and implement communications strategies; cooperate with staff in other departments on relevant projects.</li><li>External: Work with relevant AMS committees and officers on marketing issues; communicate with AMS members and representatives of other organizations</li></ul><p><strong>SUPERVISORY RESPONSIBILITIES:</strong></p><ul><li>None&nbsp;</li></ul><p><strong>QUALIFICATIONS: &nbsp;</strong></p><ul><li>Bachelor’s degree in Marketing, Communications, Public Relations, or a related field.</li><li>Minimum of four years of experience in marketing, communications, or a related field.</li><li>Proven track record of developing and executing successful marketing and communication strategies.</li><li>Exceptional written and verbal communication skills, with the ability to convey complex ideas clearly and persuasively to diverse audiences.</li><li>Strong analytical and problem-solving skills, with experience in using data and metrics to drive decision-making.</li><li>Proficiency in content management systems, social media platforms, and digital marketing tools.</li><li>Experience in the nonprofit sector and/or membership organizations is highly desirable.</li><li>Excellent communication and interpersonal skills.</li><li>Ability to analyze data and make strategic decisions based on insights.</li><li>Ability to conceptualize surveys and make informed decisions based on the results.</li><li>Proficiency in marketing and membership management software and CRM systems.</li><li>Knowledge of marketing and communication strategies.</li><li>Ability to work collaboratively with staff, volunteers, and external stakeholders.</li></ul><p><strong>ATTRIBUTES AND COMPETENCIES:&nbsp;</strong>The following attributes and competencies are indicators of the skills and/or behaviors necessary to successfully perform the essential functions of the position:</p><ul><li>Passion for the mission and values of the American Mathematical Society</li><li>Innovative and results-oriented mindset</li><li>Strong problem-solving skills and attention to detail</li><li>Strong communication skills</li><li>High level of integrity and professionalism</li><li>Responds positively to changes in the organization and the workplace</li><li>Demonstrates flexibility in responding to work demands</li><li>Demonstrates and communicates respect for the opinions and beliefs of other people at all levels and fosters a climate of mutual respect</li><li>Plans and organizes work effectively</li><li>Accepts accountability for job performance and results</li><li>Works effectively with others in a variety of settings</li><li>Uses communication tools effectively (e.g., presentation, verbal, writing, relationship building, negotiating, listening) to meet the needs of audience and/or situation</li><li>Maintains professional composure in challenging situations</li><li>Exercises discretion in identifying, handling, and safeguarding confidential information</li><li>Addresses issues constructively, building cooperative relationships within and across departments</li><li>Receptive to feedback and willing to try different approaches in order to achieve the best results</li></ul><p><strong>PHYSICAL DEMANDS:&nbsp;</strong>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><ul><li>Duties performed cause light fatigue of eyes, fingers, or other faculties due to long periods of standing, sitting or repetitive motion.</li><li>Dexterity of hands and fingers to operate a computer keyboard, mouse, and other devices.</li></ul><p><strong>WORK ENVIRONMENT/CONDITIONS:&nbsp;</strong>The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><ul><li>Typical office environment, climate-controlled, minimal noise.</li><li>Performing primarily sedentary work with limited physical exertion and lifting up to 40 lbs.</li><li>Extended work hours may be required to meet project deadlines or resolve unexpected problems.</li></ul><p><i><strong>Affirmative Action/EEO Statement</strong></i></p><p><i>The American Mathematical Society is committed to creating a diverse environment and is proud to be an equal opportunity employer. The AMS supports equality of opportunity and treatment for all individuals, regardless of sex, gender identity or expression, race, color, national or ethnic origin, religion or religious belief, age, marital status, sexual orientation, disability status, economic background, veteran, or immigration status, or any other social or physical component of their identity.</i></p><p><i><strong>Other duties disclaimer:</strong>&nbsp;Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.</i> <i>It is not intended as an employment contract.</i></p>

American Mathematical Society

SR. Integrated Marketing & Communications Specialist

<h3>Job Description:</h3><p>We are looking for a Principal Systems Analyst to join us!</p><h3><strong>The Role</strong></h3><p>As a Principal Systems Analyst, you will play a key role on a Scrum team within the Digital Platforms WI Technology organization. Working closely with the Squad Lead, Business Analyst, Scrum Leader, Software Engineers and Quality Engineers, you will help to craft, build, test, and deliver the features that make up Fidelity’s Digital experiences that are designed to delight our customers, anticipate their needs and match services or solutions to support effective decision making. You will also be expected to provide guidance and mentoring to the other Systems Analysts within the wider Digital Platforms Technology team</p><h3><strong>The Expertise And Skills You Bring</strong></h3><ul><li><p>8+ years of systems analysis experience; a focus in financial services applications is a plus</p></li><li><p>BS/BA Degree or equivalent experience preferred</p></li><li><h3>​<strong>An understanding of the Agile software development methodology</strong></h3></li><li><p><strong>Ability to perform technical analysis of sophisticated Web application development concepts</strong></p></li><li><p><strong>Experience with Web component design, API, database query tools, SQL skills</strong></p></li><li><p><strong>Experience with Jira and Confluence</strong></p></li><li><p>Robust critical thinking and analytical skills</p></li><li><p>Learns quickly and work through ambiguous situations</p></li><li><p>A technical problem solver comfortable working in a sophisticated and fast-paced environment.</p></li><li><p>Ability to triage system defects in all environments</p></li><li><p>Strong analytical, facilitation and communication skills including written, verbal, and technology illustrations</p></li><li><p>Proactive, organized, highly responsive and committed to quality</p></li><li><p>Applies a long-term mentality to help produce scalable and maintainable solutions</p></li><li><p>Ability to work with a variety of individuals and groups in a constructive and collaborative manner</p></li><li><p>Confidence to convey technical concepts, capabilities and needs to team members, product owners and other internal partners</p></li><li><p>Asks exploratory questions to uncover hidden or un-identified use cases and requirements</p></li><li><p>Proficiency in writing supporting documentation including product guides, business process diagrams and/or system workflows</p></li><li><p>Skilled at influencing team members and external groups</p></li><li><p>Produce and/or maintain system feature design documentation and user training and materials</p></li><li><p>Passion to provide guidance on standard methodologies and mentoring support to junior Systems Analysts</p></li></ul><h3><strong>The Team</strong></h3><p>Fidelity's Workplace Investing Digital Platforms Technology team designs, develops, implements, and supports WI’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions that meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which furthers a culture of continuous improvement and significant achievement. We see ourselves as a vital link to Fidelity's customers. This is a fast-paced group that is using ground-breaking technologies to build powerful tools and outstanding user experiences for our customers, using Java-based technologies.</p><p>You will support digital experience scrum teams within Stock Plan Services, an emerging equity compensation services division of Fidelity Investments.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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

Principal Systems Analyst

<h3>Job Description:</h3><p><strong>Target Class Start Date: January 12, 2026</strong></p><p>Are you customer focused and also strive to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming October class that includes an immersive paid training during onboarding!</p><p>**Associates in this role can work in Smithfield, RI or in Westlake, TX.</p><p><strong>The Role</strong></p><p>The <strong>Operations &amp; Services Group (OSG)</strong> <strong>Client Services</strong> division is seeking entry level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing.</p><p>We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.</p><p><strong>The Expertise/Skills You Bring</strong></p><ul><li><p>2+ years of relevant experience in either call/contact center customer service and/or financial services operations</p></li><li><p>Excellent, proactive customer or client servicing skills, highly preferred</p></li><li><p>Experience working in a very dynamic environment managing competing priorities</p></li><li><p>Effective time management skills to meet deadlines</p></li><li><p>Self-motivated and has the desire to proactively take on additional responsibilities</p></li><li><p>Highly attentive to detail and organized, in order to execute on responsibilities efficiently</p></li><li><p>You are punctual, and demonstrate a strong dedication to attendance</p></li><li><p>You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes</p></li><li><p>You have phenomenal communication, influencing and problem-solving skills</p></li><li><p>Working experience multi-tasking and working in a fast-paced environment to meet processing timeframes or deadlines</p></li><li><p>You have the desire to identify areas of improvement and be a part of developing the plan to implement change</p></li><li><p>You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty</p></li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>The Team</strong></p><p>We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).</p><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations<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>

Representative, Client Services - January 2026 (Smithfield)

<h3>Job Description:</h3><h3><strong>Director, Software Engineering - Digital Marketing </strong></h3><h3><strong>The Team</strong></h3><h3>Fidelity's Workplace Investing (WI) CRM Solutions chapter designs, develops, implements, and supports features that enable thousands of WI associates in the acquisition of new business and the daily support of our valued clients. Our solutions help associates lead prospect, client, and advisor relationships. We are passionate about delivering innovate solutions that exceed our customer’s needs. We embrace diversity of thought and experience. Our team thrives with a steadfast dedication to innovation which promotes a culture of continuous improvement and significant product advancement. </h3><h3>As a Director of Software Engineering, you will collaborate with the MarTech team, a part of the WI Client Engagement Tools &amp; Support function, which is dedicated to designing and delivering capabilities and customer experiences that enable seamless and effective engagement with our clients. You will work closely with the MarTech Product Area Lead and approximately seven agile squads to develop and support scalable, personalized, and measurable capabilities and experiences across all customer engagement channels. You will provide guidance and mentor developers within the wider MarTech team.</h3><h3><strong>The Value You Deliver:</strong></h3><h3>Strategy &amp; Planning:</h3><ul><li><h3>Defines and executes on tech vision in consultation with architecture, engineering and product leadership.</h3></li><li><h3>Facilitates the alignment of the product roadmap with tech driven initiatives.</h3></li><li><h3>Brings tech vision to life; emphasizes platform stability, engineering excellence, and builds a plan to address end-of-life technologies.</h3></li></ul><h3>Coaching &amp; Mentoring:</h3><ul><li><h3>Mentors agile teams including developers, testers and analysts. Serves as a link between product and architecture.</h3></li><li><h3>Creates next-gen tech leads by investing significant efforts in coaching and mentoring associates.</h3></li><li><h3>Serves as the authority on technical solutions and standards.</h3></li></ul><h3>Hands-on Engineering:</h3><ul><li><h3>Acquires expertise in Fidelity-specific practices while knowing the latest with industry standards. Shapes engineering guidelines, ensuring they remain up-to-date with the latest industry trends.</h3></li><li><h3>Works on strategic projects that span multiple business units and product teams. Provides technical guidance and leadership. Gets into details and takes on development activities.</h3></li><li><h3>Serves as the steward of tech vision, delivers on complex projects with a focus on incremental value delivery to achieve the tech vision.</h3></li></ul><h3>Scope:</h3><ul><li><h3>Provides technical leadership to multiple agile teams.</h3></li><li><h3>Works across business units to develop an engaged engineering community. Maintains focus on strong engineering excellence.</h3></li><li><h3>Serves as a developer advocate. Brings developer experience concerns to the fore and helps improve developer experience.</h3></li></ul><h3><strong>The Expertise You Bring:</strong></h3><ul><li><h3>10+ years technology experience with progression toward leadership responsibilities</h3></li><li><h3>Deep understanding of MarTech platforms, data integration, and digital campaign enablement.</h3></li><li><h3>Hands on technical experience with CRM (e.g. Salesforce Sales Cloud, Service Cloud), Marketing Automation (e.g. Marketing Cloud), Customer Data Platforms (e.g. Twilio Segment), Content Management Systems (e.g. Adobe Experience Manager), Digital Asset Management Systems, and other enterprise MarTech tools.</h3></li><li><h3>Hands on experience developing cloud-native applications on Microsoft Azure, with proficiency in Azure App Services, Azure Functions, and integration with PostgreSQL databases using Azure Database for PostgreSQL</h3></li><li><h3>Ability to influence technology strategy to enable delivery of business value.</h3></li><li><h3>Ability to quickly get up to speed on business needs and assess viability of solutions while considering scale and reuse.</h3></li><li><h3>Strong problem-solving competence.</h3></li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Director, Software Engineering (Digital Marketing)

<strong>The Team:</strong><br> The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution.<br> <br> <strong>The Role:</strong><br> In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience.<br> <br> <strong>The Expertise We Are Looking For:</strong> <ul> <li>Bachelor’s Degree required</li> <li>5+ years client service or client/vendor relationship management experience</li> <li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus</li> </ul> <strong>The Skills you Bring:</strong> <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections.</li> <li>Strong experience advocating for the needs of clients.</li> <li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business.</li> <li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients.</li> <li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity.</li> <li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business.</li> </ul> <strong>The Value you Deliver:</strong> <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations.</li> <li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients.</li> <li>Provide clear and timely follow-up to all client questions and concerns.</li> <li>Define, refine, and communicate the progress of the initiative to Fidelity team members.</li> <li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process.</li> <li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures.</li> </ul> <strong>How Your Work Impacts the Organization</strong><br> Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients.<br> <br> <strong>Company Overview</strong><br> 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.<br> Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.<br> <br> Please see the below pay rate range for the work location of Smithfield, RI only: $71.00-91.00 per hour. <br> <br> Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.<br>

Fidelity TalentSource

Program Manager

<h3>Job Description:</h3><h3>The Role </h3><p>The Legal Operations Senior Analyst will interpret, analyze, and respond to legal, government, or regulatory documents within a strict timeframe set by these entities. The Associate must perform these tasks while being cognizant of the real and potential risk and liability to Fidelity and its customers.</p><p><strong>The Expertise You Have and Skills You Bring</strong></p><ul><li><p>Bachelor's degree and/or equivalent (1-3) years of legal, compliance and/or regulatory experience.</p></li><li><p>Experience in the financial services industry or legal setting.</p></li><li><p>Paralegal certificate a plus</p></li><li><p>Knowledge of the industry.</p></li><li><p>Excellent interpersonal skills.</p></li><li><p>Strong command of the written language.</p></li><li><p>Excellent organizational and time-management skills.</p></li><li><p>Independent and team contributor.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Interpret rules and regulations that govern a vast array of legal and regulatory documents. Working within these parameters to analyze, interpret, and respond to complex documents that that need precise and accurate responses to ensure that we respond appropriately to the legal, governmental or regulatory authority while not opening Fidelity Investments to lawsuits from out clients.</p></li><li><p>Analyze court and administrative orders to determine whether they are enforceable and when it is appropriate restrict accounts or transfer assets in accordance to the legal documents.</p></li><li><p>Analyze and respond to subpoena requests. The analyst must determine scope of production, what documents can be produced pursuant to the request and Fidelity’s policy and procedures</p></li><li><p>Respond to Class Action requests</p></li><li><p>Respond to child support, tax and federal levies.</p></li><li><p>Be a team member who is expected to be responsible for a number of workflows as volumes require</p></li><li><p>Regularly interact with regulators, attorneys, and customers on highly visible and complex items.</p></li><li><p>Explain rationale for Fidelity's policy or position with respect to legal documents.</p></li><li><p>Build and maintain internal and external working relationships necessary to elicit information and assistance in completing responses within strict timeframe.</p></li><li><p>Develop strong command of the relevant rules, laws, and regulations, as well as Fidelity's internal policies and procedures.</p></li><li><p>Some OT required based on volumes</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Compliance<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 Legal Analyst

<h3>Job Description:</h3><p>We are looking for a Principal Systems Analyst to join us!</p><h3><strong>The Role</strong></h3><p>You will serve as a Principal Systems Analyst who will play a key role on a Scrum team and within Digital Platforms Technology. You will work closely with the Squad Lead, Scrum Master, Developers, Quality Assurance and Architects to craft, build, test, and deliver the features that make up Fidelity’s Digital experiences. You will also be expected to provide guidance and mentoring to the other Systems Analysts within the wider Digital Platforms Technology team.</p><h3><strong>The Expertise We’re Looking For </strong></h3><ul><li>8+ years of systems analysis experience; a focus in financial services applications is a plus</li><li>BS/BA Degree or equivalent experience preferred</li><li>Robust critical thinking skills coupled with a desire for growth, to learn and to engage with peers in technical and design discussions</li><li>Experience in communicating technical needs and capabilities to non-technical team members, product owners, and partners</li><li>Ability to utilize a long-term mentality to help produce scalable, maintainable solutions</li><li>Ability to work with a variety of individuals and groups in a constructive and collaborative manner</li><li>Confidence to convey technical concepts, capabilities and needs to team members, product owners and other internal partners</li><li>Asks exploratory questions to uncover hidden or un-identified use cases and requirements</li><li>Proficiency in writing supporting documentation including product guides, business process diagrams and/or system workflows</li><li>Skilled at influencing team members and external groups</li><li>Strong troubleshooting and problem-solving skills</li><li>Desire to be organized, highly responsive and committed to quality</li><li>Passion to provide guidance on standard methodologies and mentoring support to the other Systems Analysts within the wider Digital Platforms Technology team</li></ul><h3><strong>Your experience with the following will be a plus:</strong></h3><ul><li>An understanding of the Agile software development methodology</li><li>Ability to perform technical analysis of sophisticated Web application development concepts (Spring MVC, Spring Core, XML, CSS, etc.)</li><li>Experience with database query tools / Strong SQL skills</li><li>Experience with Java and Confluence</li><li>Working understanding of QA automation</li></ul><h3>The Team</h3><p>Fidelity's Workplace Solutions (WS) Digital Platforms Technology team designs, develops, implements, and supports WS’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions which meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which cultivates a culture of continuous improvement and significant achievement. We see ourselves as a vital link to Fidelity's customers. This is a fast-paced group that is using ground-breaking technologies to build powerful tools and outstanding user experiences for our customers, using Java-based technologies.</p><h3><strong>How your work impacts the Organization</strong></h3><p>Our goal within Digital Platforms is to build a user experience that delights our customers, anticipates their needs and matches services or solutions to support effective decision making. You will be responsible for delivering new products and services that will greatly improve the digital experience for our Workplace Solutions customers.</p><p><strong>Why Fidelity?</strong></p><ul><li>Three consecutive years on CareerBliss’ Top 50 Happiest Companies Employees Survey</li><li>A company that is committed to innovation and being an industry leader by investing in technology</li><li>More than 12,000 technology professionals utilizing an Agile methodology enterprise-wide</li><li>Access to premier technology platforms, OS, and frameworks</li></ul><h3><strong>Company Culture</strong></h3><p>At Fidelity, you can find it all here. We reward ambitious, and passionate individuals with a work environment that champions diversity, partnership and collaboration, while encouraging innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can supply to the forward-thinking and strong future of our company.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Principal Systems Analyst (REST, SQL, DataDog / Splunk)

<h3>Job Description:</h3><p>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with 850+ clients and 2.9+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.</p><p>The Stock Plan Services Product and Platform Domain exists to focus and deliver world class equity plan administration capabilities of behalf of our Stock Plan Clients and digital experiences for their Participants. The domain focuses on four major tenets in operating principles and design decisions:</p><ul><li><p>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</p></li><li><p>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</p></li><li><p>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</p></li><li><p>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</p></li></ul><p><br>As the <strong><em>VP, SPS Modernization Program Lead</em></strong>, you will own the successful delivery of the SPS Modernization portfolio in partnership with the delivery teams and partners. The SPS business has a multi-year journey of transformation ahead of us. In this role you will be responsible for leading a team and a multi-year large scale platform modernization. This will require you as a leader to thrive in an environment of leading large complex change and commitment to iterative in delivering high impact. To succeed, you will blend broad product and delivery expertise with an obsession for delivering business partner and/or customer value.</p><p>You will help set the product vision, strategy and roadmap for the portfolio priorities and drive planning and alignment across the Product Areas and respective partners. You will own oversight of project engagements across the domain and provide strategic inputs into organizational alignment and initiative definition associated with the work to ensure successful delivery. You will ensure continued alignment and prioritization in the work being delivered across Product Areas throughout the quarter and aligned to the 5-year plan.</p><p> As a leader, you will empower these teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making while also playing a supportive role in identifying structural questions that hinder success. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. You will focus on looking at “what’s next” and formulating a strategic point of view as we develop our multi-year roadmap, while also assisting with the intake of new initiative requests and driving the most important initiatives with execution discipline.</p><p><br>In an agile structure, you will partner with and enable a group of Product Areas, Chapter Leaders, and COEs around strategic goals, business partner or customer experiences, products or product sets, or platforms.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>Bachelor’s Degree required; MBA preferred</p></li><li><p>15+ years of work experience</p></li><li><p>Agile Leadership Experience</p></li><li><p>Proven track record executing large complex programs across multiple, cross-functional teams across various products, customer segments, and technology platforms</p></li><li><p>Expert at synthesizing program status and ability to tell the story to Executive and senior (C-suite) internal and external customers and partners</p></li><li><p>Fluency partnering with technology on program execution and defining and leading sophisticated products and programs within the domain and across the business</p></li><li><p>Financial services experience, with brokerage experience a plus</p></li></ul><p><strong>The Skills You Bring </strong></p><ul><li><p>Experienced and inspirational people leader, skilled at setting objectives and critical success metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results.</p></li><li><p>Evaluate and respond to capacity needs and ensure access to and the best utilization of resources through alignment of ongoing prioritization, structure of forums and planning routines that enable our portfolio discipline.</p></li><li><p>Innovative, forward-thinker who quickly understands the context, comfortable challenging the status quo and making tough decisions.</p></li><li><p>Dynamic and inspiring Agile leader with a proven record of developing a strong culture and focusing on the development of a tenured team of professionals.</p></li><li><p>Proactively collaborating with and influencing the SPSNQ Leadership Team, other Domain, Product Area and Chapter Area leaders, WI Strategy &amp; Planning, COE, and Team leaders to understand and align to the needs of customers and business partners.</p></li><li><p>Contribute strategic updates for high-priority deliverables, such as executive presentations, regulatory updates, and client communications.</p></li><li><p>Executive level experience leading the development of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization</p></li><li><p>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the firm</p></li><li><p>Passion for developing associates while attracting and retaining hard-working individuals and teams with a proven commitment to diversity and inclusion.</p></li><li><p>Experienced and inspirational people leader, skilled at setting objectives and critical success metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results. </p></li><li><p>Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients.</p></li></ul><p><strong>The Value You Deliver </strong></p><ul><li><p>Focused on both leading and driving the long-term execution for SPS Modernization.</p></li><li><p>Tenured leader to manage a team responsible for delivering quality solutions throughout the Product Development lifecycle as part of Fidelity’s highest critical initiatives.</p></li><li><p>Advancing and enabling a portfolio oversight and integration organization by having a deep SME of the SPS product and strong execution experience to support teams in oversight of our portfolio against goals.</p></li><li><p>Proactively partnering with the SPS Leadership Team, Product Domain, Chapter Area, COE, and Team leaders to:</p><ul><li><p>Understand the needs of customers and business partners</p></li><li><p>Establish objectives and critical metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results</p></li><li><p>Develop technology roadmaps, to drive consistency in use of platforms and APIs to minimize duplication and manage IT costs</p></li><li><p>Evaluate capacity needs and ensure access to and the best utilization of resources through alignment of ongoing prioritization, evolution of the domain mission and customer sentiment and feedback</p></li><li><p>Remove impediments to delivering on strategic priorities and value</p></li><li><p>Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities</p></li><li><p>Sharing relevant insights, knowledge, and developments across the Domain</p></li></ul></li><li><p>Encouraging continuous learning and development, a growth attitude and increased skill proficiency</p></li></ul><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>

Vice President, Program Management - Stock Plan Services

The Role<br> Do you like to tackle problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and are encouraged to be constantly innovating? Do you enjoy math and Excel, and do you have the drive to be consistently improving to help participants?<br> Under minimal supervision, the Senior Pension Administrator will be responsible for accurate and timely processing of moderate to high complexity calculations and/or transactions in a multi-client environment. They learn to execute employee information and financial transactions on several Fidelity systems within each client’s respective database. The Senior Pension Administrator interacts with many different groups within Fidelity and is a key contributor to the team environment and overall effective services provided to Fidelity’s client base.<br> This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work.<br> <br> The Team<br> You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients!<br> <br> The Expertise You Have <ul> <li>Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience </li><li>Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role. </li></ul> <br> The Skills You Bring <ul> <li>Strong math, analytical and intuitive skills. Ability to build calculation tools </li><li>Motivated and committed to precision; positivity and “can do” work ethic </li><li>You're a great teammate, and meet individual timeliness and accuracy goals </li><li>Ability to adapt to an evolving environment </li><li>Strong organizational skills and attention to detail </li><li>High integrity and discretion to ensure the confidentiality of sensitive client data </li><li>Demonstrate initiative in solving problems and implementing solutions </li><li>Ability to work independently </li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word) </li><li>Strong communications skills </li></ul> <br> The Value You Deliver <ul> <li>Play an integral role servicing existing and new clients in defined benefit retirement plan administration, including a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time critical environment </li><li>Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards </li><li>Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows </li><li>Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools. </li><li>Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates </li><li>Contact participants to explain calculations or resolve participant/client related issues. This could be by phone or letters and forms </li><li>Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert </li><li>Manually calculate and review pension benefits for plan participants </li><li>Support the monthly testing of various systems upgrades and releases </li><li>Participate in special departmental projects </li></ul> <br> How Your Work Impacts the Organization<br> You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients!<br> <br> Company Overview<br> 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.<br> Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.<br> <br> <em>The hourly pay rate range for this position is $30.00 - $35.00 per hour. </em><br> <em>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</em><br>

Pension Administrator

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Rollover Retention / Select Services Senior Manager is responsible for the daily operations of two unique teams across multiple Fidelity sites (<strong>Smithfield &amp; Westlake</strong>) and leading 10 – 14 associates responsible for delivering world class service to <strong>top-tier advisor clients with assets &gt; $20 million</strong>, 401k participants and 401k Plan Advisors. Your Teams will be bound to quality and productivity goals, as well as expected to meet and exceed asset retention targets for retaining customers and their 401k assets for Fidelity and our advisor clients.</p><p><strong>The Purpose of Your Role</strong></p><p>You are an influencer who consistently makes a positive impact. You are passionate about coaching, managing, and leading associates to work collectively towards common goals. You’re a motivator, energized by a dynamic relationship management environment. You can coach to key behaviors that help drive business results and empower others to embrace feedback and cultivate an environment focused on asset retention. You inspire others to create the best customer experience possible. In addition to leading your team, you’ll take a leadership role in a dynamic organization, partnering with your peer managers to build a positive and engaging site culture and associate experience. You will partner with leaders in <strong>WI and FI Sales at all levels</strong> to plan, build and execute <strong>rollover strategies and top tier client servicing</strong> support.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Bachelor’s degree or equivalent experience</li><li>Previous leadership/management experience</li><li>Prior experience managing a book of business or leading others who manage one</li><li><strong>Series 7 and 63 required</strong></li><li><strong>Series 24 or 26 required</strong> or needs to be obtained within the first 90 days of hire</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Sound risk mitigation and decision-making skills while ensuring compliance to firm, industry and legal standards acting as a FINRA-registered Supervisory Principal</li><li>Ability to multitask and maintain strong time management skills as you operate two separate computers across two domains to support two unique teams</li><li>Demonstrate ability to obtain extensive knowledge and experience of both FI OSG Client Services and Workplace Investing’s operational processes and systems</li><li>Proven ability to deliver results and present conclusions, trends, and initiatives to peers and Senior Team</li><li>Ability to provide effective mentoring, feedback, and oversight of individual performance to ensure an outstanding client experience</li><li>Highly motivated, learns quickly and performs well under pressure in a fast-paced operations and sales-like environment</li><li>Intellectual curiosity and commitment to continuous learning and personal development</li><li>Thrive in a team environment and demonstrates a willingness to adapt and be flexible</li><li>Successful execution of an effective recruiting, hiring, training and onboarding program</li></ul><h3><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></h3><p><strong>Primary Responsibilities</strong></p><ul><li>Provide management for day-to-day operations for two unique Teams: The Rollover Retention Team who produces revenue for Fidelity by facilitating WI assets and assets outside of Fidelity into Fidelity Advisor products and the Select Services Team which manages a roughly <strong>$10 billion book of business of our top tier advisor clients </strong></li><li>Coach and motivate the team to meet and exceed asset retention targets though effective utilization of inbound and outbound phone time</li><li>Support and assist associates with overseeing a large regional territory and monitoring territory management performance</li><li>Drive asset retention results and market share by executing and delivering on FI strategic initiatives and aligning team and individual execution with these initiatives.</li><li>Lead team to success by identifying opportunities for improvement related to technology, broker-dealer relationships, and territory management efficiency</li><li>Effectively build and manage relationships <strong>with FI Sales/Sales Senior Management/Relationship Management to strategize on approaches and campaigns to increase overall sales and optimize rollover opportunities</strong></li><li>Monitor two email mailboxes used for inbound and outbound correspondence with customers</li><li>Conduct two separate <strong>monthly audits to document adherence to all Legal and Compliance protocols outlined by the SEC and FINRA</strong></li><li>Maintain monthly Central Compliance File by documenting adherence to all Supervisory procedures</li><li>Lead annual Deminimis event for mass account transmission across business unit Transfer Agents</li><li>Identify and influence internal WI partners (Money In/Out, 401k Service, Implementation, Managing Directors) to obtain resolution to complex issues</li><li>Point-of-contact for back offices of partner firms to consult on rollover related policies, procedures, and compliance</li><li>Liaison to internal Technology for CRM and Bot changes and initiatives related to Rollover and Select Services</li><li>Act as a resource for the Teams and other departments by answering technical questions, resolving problems, and providing alternate solutions for high net worth and at-risk clients</li><li>Remove obstacles that may interfere with the efficiency of the team and identify process improvement opportunities</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Brokerage Operations<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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