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<h3>Job Description:</h3>Fidelity’s Healthcare Group has launched a new Medicare business that will provide our customers with tools and advice to help them select and purchase quality Medicare coverage. As an early member of this new and innovative team, you will have the opportunity to help build and grow a business that could impact millions of Americans!Our Medicare Specialists are licensed health insurance professionals who have a passion for helping people navigate sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond.You will help our customers navigate the complexity of Medicare and drive new revenue to the firm through the sale of commissionable Medicare insurance plans from reputable partner insurance carriers. You will have exciting engagements with customers daily and be a key contributor to our business success by uncovering our customer needs and recommending appropriate solutions.The Expertise and Skills You Bring<ul><li>A college degree is preferred but not required</li><li>An active Health Insurance License is preferred but not required</li><li>The ideal candidate will have Medicare sales experience, either as a broker or carrier representative</li><li>If you’re not already AHIP certified, we'll support you while you complete the AHIP Medicare training and work to acquire appointments with our carriers during your first month of employment</li><li>Strong interpersonal skills and a passion for helping people seek sophisticated problems</li><li>Interest in sales and a real desire to help people find solutions that are right for them</li><li>Quick learner with an openness to training and feedback</li><li>Bold and enjoy collaborating with people from different subject areas</li><li>Clear communicator with strong presentation skills</li></ul>The Value You Deliver<ul><li>Taking phone appointments with our clients and helping them find Medicare coverage that fits their health and financial needs</li><li>Answering questions from clients and confirming their eligibility for Medicare</li><li>Explaining the benefits and features of various Medicare Advantage, Medigap and Prescription Drug Plans</li><li>Delivering compliant sales presentations that abide with CMS and other applicable regulations</li><li>Enrolling clients in products that are appropriate for their personal situation</li><li>Providing feedback on our new Medicare training curriculum to improve future materials for future hires</li><li>Partnering with our team to build and grow a new Fidelity business that could impact millions of Americans!</li></ul>The base salary range for this position is $58,000-$132,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Sales

Fidelity Investments

Medicare Advisor

<h3>Job Description:</h3>Onboarding and Implementation Manager Note: Fidelity is not providing immigration sponsorship for this positionThe Role Fidelity Private Shares is seeking an energetic, analytical individual to join our client services team as an Onboarding and Implementation Manager. In this role, you will be the first touchpoint for our customers after they’ve signed on. Your job is to bring their onboarding journey to life—making it simple, engaging, and impactful. You’ll play a huge role in shaping their first impression of FPS and setting the client up for long-term success. You will also work cross-functionally with Sales, Product, and Development teams to identify opportunities to optimize the onboarding process. Primary responsibilities include: <ul><li>End-to-end implementation – Manage and execute new client implementations of Fidelity Private Shares from start to finish, reviewing and organizing their legacy equity management data for import into the FPS platform. </li></ul><ul><li>Simplify Complexity – Explain technical concepts clearly to users with varying levels of experience </li></ul><ul><li>Improve Customer Satisfaction – Contribute to an exceptional experience by resolving onboarding challenges and helping users hit the ground running. </li></ul><ul><li>Handle Escalations – Confidently manage and de-escalate onboarding issues when needed, always aiming for a positive outcome. </li></ul><ul><li>Meet Key Metrics – Achieve KPIs focused on time to onboard, CSAT, efficiency, and customer activation milestones. </li></ul><ul><li>Collaborate across teams – Identify ways to optimize the onboarding process, remove friction points and shorten the time that our clients spend in onboarding. </li></ul>The Expertise and Skills You Bring <ul><li>3-5 years of experience owning end-to-end implementations for a B2B SaaS product. </li></ul><ul><li>Familiarity with the subject matter or the functionality of equity management platforms is preferred. </li></ul><ul><li>Strong Excel skills are essential. </li></ul><ul><li>Excellent verbal and written communication skills and comfort with client communication is essential. </li></ul><ul><li>Builder mindset. Ability to think critically about existing processes and propose opportunities for improvement. </li></ul>The Team Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers. The base salary range for this position is $79,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Onboarding and Implementation Manager

<h3>Job Description:</h3>Client Service ManagerNote: Fidelity is not providing immigration sponsorship for this positionThe RoleFidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. In this role, you will deliver exceptional assistance to our customers with the highest level of quality in both product knowledge and communication skills. The primary responsibility of this role is supporting users of the Fidelity Private Shares (FPS) platform—through inbound support tickets, our self-help library, and other educational materials. Primary responsibilities include:<ul><li>Engage with customers to resolve issues that come through as support tickets to our team</li><li>Partner with Customer Success, Sales, Product and Engineering to diagnose and solve problems</li><li>Craft well written, tailored communications to help customers resolve their issues</li><li>Serve as a trusted advisor with an open, caring and approachable style of working</li><li>Manage multiple competing priorities to achieve results for every customer</li><li>Collaborate with cross-functional teams to identify and implement product and process improvements that enhance the client experience.</li><li>Meet Key Metrics – Achieve KPIs focused on time to respond, number of touches, CSAT, etc.</li></ul>The Expertise and Skills You Bring<ul><li>Candidates should have 3-5 years of experience supporting customers in a B2B SaaS company. No legal or technical experience is required, although familiarity with the subject matter or equity management platforms is preferred.</li><li>Excellent verbal and written communication skills and comfort with client communication is essential</li><li>Passionate about creative problem solving for customers and end users</li><li>Self-motivated, eager to learn and thrive in a collaborative environment</li><li>Customer obsessed and passionate about providing the best support to customers who are scaling their businesses </li><li>Familiarity with Zendesk, Hubspot Service Hub or a similar ticket tracking product.</li></ul>The TeamFidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. Our client services team is known among our competitors for providing exceptional customer service. We are a small, collaborative team who thrive on teamwork, open communication, positivity, and going above and beyond in service of our customers.The base salary range for this position is $66,000-125,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Client Service Manager

<h3>Job Description:</h3><h3>The Role</h3>Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data. As a Data Conversion Manager, you’ll play a critical role in onboarding clients and ensuring seamless integration into our equity compensation platform. This role offers the opportunity to work in a collaborative, fast-paced environment where your contributions directly impact client success.The TeamThe Data Conversion Manager is part of the Stock Plan Services Implementation Team responsible for the conversion of client data as well as file feed integration onto the SPS platform. The team supports both new client implementations and ongoing changes (conversions, mergers, spinoffs, payroll conversions), working in a collaborative and innovative environment. The Data Conversion Manager manages projects in the emerging mid and large market segment related to file feeds, plan adds and new business projects.The Expertise and Skills You Bring<ul><li>1-3 years of project coordination and delivery experience</li><li>Client-facing experience</li><li>Equity compensation knowledge preferred</li><li>Experience with Mainframe and Systems Development Life Cycle</li><li>BS/BA Degree, Business Management or Computer Science preferred</li><li>Proven project management and process skills within data-centric projects</li><li>Confident presence in front of clients and key business partners</li><li>Strong data analysis capabilities</li><li>Proficiency in Microsoft Excel and related tools</li><li>Critical thinker with sound decision-making skills</li><li>Excellent relationship-building and communication skills</li><li>Advanced problem-solving skills with the ability to assimilate information quickly</li><li>Demonstrates adaptability in dynamic environments</li><li>Ability to work independently</li></ul>The Value You Deliver<ul><li>Manage the end-to-end data conversion process from requirements gathering to successful production load</li><li>Build strong partnerships with business partners, clients, and third-party vendors</li><li>Effectively balance multiple assignments and priorities</li><li>Communicate project status and technology issues to sponsors, stakeholders, and senior management</li><li>Collaborate with Workplace Investing management teams and business partners to share approaches, develop solutions, and improve capabilities</li></ul>Note: Fidelity is not providing immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Data Conversion Manager - Equity Compensation

<h3>Job Description:</h3>The RoleAs an FCCS Client Service Manager (CSM), you oversee the operations, service, and digital experience for your assigned Clearing correspondent broker-dealer clients. The CSM day to day role is primarily focused on project management, high level initiatives and escalations, and utilizing strategic partnerships across the NF platform. In partnership with the Relationship Manager, you represent an elite service team and the face of Fidelity dedicated to your correspondent client and their business.The TeamFidelity Institutional Client Experience Division (CE) provides superior customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. The CSM ensures a flawless and robust service experience for our clients by developing strong relationships to build lasting trust, loyalty, and satisfaction.The Expertise You Have<ul><li>5 -7+ years Brokerage Operations and/or Service experience</li><li>Client facing experience highly preferred</li><li>Project management experience preferred</li><li>Business analysis and consulting experience a plus</li><li>Relevant Bachelor’s degree preferred</li><li>Series 7 license preferred</li></ul>The Skills You Bring<ul><li>Exceptional interpersonal and client service skills</li><li>Success in developing strong professional relationships</li><li>Problem solving and consultative skills</li><li>Ability to manage execution of initiatives</li><li>Industry/brokerage knowledge</li></ul>The Value You Deliver<ul><li>Optimizing the client service experience by building strong relationships with key decision makers at your correspondent firm and their direct reports and seeing opportunities to drive high satisfaction, quality and efficiency for both your client and Fidelity.</li><li>Improving operational efficiency by educating and training your correspondent firms on using technological tools, sharing operational standard methodologies, and to assist clients in using Fidelity’s service model.</li><li>Serving as an advocate for your client correspondent firms by being the voice of your client to our service, processing, product, and our Risk, Legal and Compliance organizations.</li><li>Managing pivotal initiatives and projects leading to higher client satisfaction and operational efficiency and sharing operational metrics with your correspondent clients showing how they are performing on the platform.</li><li>Representing Fidelity as an operational consultant to your correspondent clients.</li></ul>NOTE: This job posting is for future, upcoming hiring.The base salary range for this position is $79,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Client Service Manager II / III - IWMS Client Experience

<h3>Job Description:</h3>In this role you will develop strong relationships with institutional clients and build internal working relationships with Fidelity personnel in support of existing and new business contract negotiation.The TeamThis role sits within the Sales organization in Workplace Investing. We work with prospects and existing clients through the sales process, renewal process, and during significant contractual changes during their relationship with Fidelity. Our group helps ensure that our prospects and clients have a positive, collaborative experience during the contracting process with Fidelity. The focus of the role is to provide contractual support on business related components of the contract.The Expertise You Have<ul><li>College degree preferred</li><li>10+ years of Relationship Management, Client Service, Implementation Project Management experience; preferably within Retirement/401K/Benefits industry.</li><li>FINRA SIE, Series 7, and 63 required; may be obtained in role</li></ul>The Skills You Bring<ul><li>Extensive benefits/outsourcing experience with a strong knowledge of Fidelity contract provisions</li><li>Understanding of exception management processes and overall contract negotiation strategy/techniques</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal and external executives</li><li>Proven capability to deliver to tight timeframes and be successful in fast moving environments</li><li>Outstanding oral and written presentation skills</li><li>Strong communication and facilitation skills with ability to describe and solve complex issues using clear, simple terms</li><li>Outstanding meeting facilitation and management skills</li><li>Maintains a solid working knowledge or understanding of the Fidelity organization and Fidelity’s vast array of products, services, business solutions and structure</li><li>Comprehensive project management skills</li><li>Strong attention to detail and organizational skills</li><li>Flexibility and positive Team attitude</li><li>Product domain knowledge and expertise (e.g., Defined Contribution, Defined Benefit, Health and Welfare) </li></ul>The Value You Deliver<ul><li>Serving as the primary point of contact, both internally and externally, to manage business negotiations and contract processes with clients, external search consultants, procurement, and legal counsel</li><li>Responsible for oversight of the contract process for new business and renewals, ensuring completion within required deadlines</li><li>Strategize with Managing Director (MD) on client renewal and with Account Executives (AE) on new sales opportunities</li><li>Initiating and facilitate renewal kick-off meetings to confirm renewal timeline, strategy, deliverables, and business owners</li><li>Consulting with the Sales team, Rebid team, or Managing Director in the development of business issue contract documentation</li><li>Working collaboratively with clients, Fidelity Contracts Team and internal business partners during contract negotiations in order to develop creative, flexible and integrated contract solutions in support of relationship management goals.</li><li>Mitigate contractual risk to the firm while maintaining overall client satisfaction with contracting process</li><li>Overall responsibility for the development, negotiation and final business documentation for the contract Agreement between Fidelity and our customers</li><li>Seeking solutions for service delivery &amp; performance guarantees based on client requests during the contract process</li><li>Understanding of Fidelity pricing models and fee levers</li><li>Facilitating debrief meeting with stakeholders (formal hand-off to the team)</li><li>Responsible for all contract deal tracking and reporting within Salesforce</li><li>Ensuring contract decisions are supported by standard or approved exceptions for service model, SLAs, pricing, and terms</li><li>Overall responsibility for resolving business related issues throughout the negotiation process</li><li>Overall responsibility for the development, negotiation and final business documentation for the contract</li><li>Managing the escalation process</li><li>Providing periodic updates on relevant topics and contract trends to senior management. </li><li>Identify areas for contract process improvement or redesign and work to implement changes. </li></ul>The base salary range for this position is $130,000 - $190,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Vice President, Business Contracts- Retirement Services

<h3>Job Description:</h3>The RoleThe Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.The Expertise and Skills You Bring<ul><li>Bachelor's Degree</li><li>5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management</li><li>Confidently lead by influence and use strong communication and interpersonal skills to work across organizations</li><li>Analytical, organized, and have strong multi-tasking skills</li><li>Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities</li><li>Identify and lead quality improvement initiatives and other special projects for the team</li><li>Strong knowledge of defined contribution, financial services, and/or benefits industries</li><li>Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate</li><li>Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted</li><li>Monitoring and reporting on project status</li><li>Consulting with clients to understand their needs</li><li>Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation</li><li>Coaching and mentoring others to draw out their skills and expertise</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAs part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

401k Implementation Project Manager

<h3>Job Description:</h3>The RoleFidelity Institutional (FI)’s Intermediary Investment Client Group (IICG) is seeking a Director, Associate Relationship Manager (ARM) to join the Financial Institutions Group (FIG) to partner with Relationship Managers to provide coverage to home office personnel at leading financial institutions within its Core Wealth channel to strengthen client relationships, expand investment product placement and distribution opportunities.The Associate Relationship Manger role is a critical position, focused on fostering high levels of client satisfaction by effectively representing Fidelity Asset Management solutions to strategic and opportunistic clients that both forward Fidelity’s presence within the client’s system but also aligns with the needs and strategic plan of the client’s advisor led service model in the private wealth space. This person will need to collaborate with other Fidelity Teams (including but not limited to Asset Management, Sales, Legal, Operations, and our in-house custody &amp; clearing units) to implement client-centric solution that broaden and deepen our Fidelity presence while enhance the customer experience.'Core responsibilities of an Associate Relationship Manager include:<ul><li>Present &amp; appropriately position Fidelity asset manager solutions to research and product personnel at selected BDs, Banks and RIAs.</li><li>Develop actionable account plans that broaden product offering and defend existing assets</li><li>Work effectively across National Account Team (Including KAMs &amp; Investment RMs) to develop and implement thorough firm coverage strategies that leverage best practices but can be customized at scale effectively</li><li>Collaborate with sales and marketing teams to align and communicate account plans that furthers the advisor enablement efforts set forth by the FI Sales Organization</li><li>Work with FI Distribution leadership to design an effective budget to support portfolio of client assigned to the ARM</li><li>Implement Fidelity’s investment products onto client investment platforms seamlessly</li><li>Work with Key Account Managers to coordinate and deliver firm due diligence questionnaires, RFIs, and custom reporting requirements</li><li>Facilitate client interactions with Fidelity Asset Management &amp; Investment Specialists</li><li>Arrange FI’s participation in firm conferences and help coordinate FI hosted due diligence events</li><li>Act as lead relationship contact for all day-to-day support needs of key home office clients, providing impeccable service</li><li>Maintain and manage internal resources to improve firm knowledge and engagement, including Salesforce, Firm Resource Center, FI Weekly Bulletin, playbooks, and account plans</li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s Degree</li><li>Series 7 and 63</li><li>Applicable Investment Certifications such as CFA, CIMA, Etc.</li><li>Passion for the financial or investment management industry</li><li>5 years of experience working in the Financial or Investment Management industry</li><li>Excellent interpersonal and communication skills</li><li>Strong investment acumen</li><li>Team Attitude that is both positive and demonstrates a strong work ethic</li><li>Self-motivated with a dedication to continuous self-improvement</li><li>Ability to thrive in a fast-paced and collaborative environment</li><li>Highly resourceful, organized, and capable of working independently while prioritizing both Fidelity &amp; Client priorities</li><li>Quick learner with ability to adapt to new situations</li><li>Effective listening, communication, and presentation skills</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Institutional is Fidelity Investments' business that offers financial professionals and institutions access to the products, services, and investments they need to service their clients and grow their businesses. The Financial Institutions Group promotes the distribution of Fidelity Investments solutions to leading financial service providers across multiple channels.<h3>Certifications:</h3>Series 07 - FINRA, Series 52 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director -Associate Relationship Manager, Core Wealth

<h3>Job Description:</h3>Team Lead, Advisor ExperienceAre you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? The Team Lead of the Advisor Experience team is responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Team Lead assists in leadership responsibilities of the team and day to day management responsibilities as well as optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come. Still interested? Read on.Note: Fidelity is not providing immigration sponsorship for this position<ul><li>The work shift for this role is 9:00 AM – 5:30 PM CST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)</li></ul>The RoleThe Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). A member of our team optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.The Expertise and Skills You Bring <ul><li>Bachelor’s degree is required and a Master’s degree is preferred</li><li>Your proficient verbal and written communication skills required</li><li>Minimum 3 years of customer service experience; In a contact center environment is strongly preferred.</li><li>1 year of direct leadership experience preferred.</li><li>Proven track record of metrics management.</li><li>2 - 3 years Customer Service, Service Operations or UHNW background strongly preferred</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You can collaborate in a team environment</li><li>You can navigate customer concern remediation</li><li>You can proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season).</li></ul>The Value You Deliver<ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li><li>Prepare team for upcoming service changes / initiatives (org readiness)</li><li>Review calls/emails for journals and wires over $1M for accuracy</li><li>Analyze caller surveys to identify and coach on poor surveys</li><li>Review team metrics daily</li><li>Facilitate Monthly scheduled coaching sessions with team members</li><li>Assist in maintaining call flows</li><li>·Providing outstanding customer service via phones and email communication</li></ul><h3>How Your Work Impacts the Organization</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Team Lead, Advisor Experience

<h3>Job Description:</h3>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!The Expertise We’re Looking For<ul><li>Bachelor’s degree</li><li>Series 7 &amp; Series 63 licenses required (may be attained in role)</li><li>Experience in financial services and sales is helpful, but not required</li><li>Commitment to growing technical knowledge of the financial industry</li><li>Passion for capital markets and investment products</li><li>Aptitude and dedication for constant learning and self-improvement</li><li>Team player, confident, and self-motivated</li><li>Excellent communicator, excited to engage clients</li><li>Appreciate the challenge of working in a goal and results oriented environment</li></ul>As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. The three phases within the program: <ul><li>Licensing, training, and supporting financial advisor investment product inquiries</li><li>Pro-active client engagement to initiate new client relationships and sales opportunities</li><li>Sales territory ownership with an external sales partner, to drive investment product sales</li></ul>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: <ul><li>Capital Market and Investment Product Knowledge</li><li>Sales Process and Sales Territory Management</li><li>Consultative Presentation Capabilities</li><li>Financial Advisor and Intermediary Eco-System</li></ul>The Skills You Bring<ul><li>Your robust consultative selling, influencing and communication skills</li><li>A learner mindset, with determination for extensive skill development</li><li>Ability to develop technical depth in financial markets and investment product</li><li>Additive (or leader) to a competitive, collaborative, energized team</li><li>Organized, with ability to multitask, prioritize, and adjust to change</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Receptive to feedback and coaching</li><li>Thrive in team-based sales environment</li><li>Take initiative and strive to exceed expectations</li><li>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</li><li>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</li><li>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Compensation/Career Progression<ul><li>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</li><li>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is at least 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</li><li>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

13 Sales Jobs in Fort Worth, TX, USA