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<h3>Job Description:</h3>The RoleAs Fidelity Investments' Director for Health and Welfare Growth Enablement, you will build and enhance our diverse benefits administration engagement and communication offerings. This pivotal role drives our Health and Welfare Benefit Administration business growth, being part of a team to implement go-to-market strategies and support clients in solution implementation.Key ResponsibilitiesGo To Market Responsibilities<ul><li>Guide product exploration through user research, competitive analysis, industry trends, customer and internal stakeholder input, and internal specialists to establish a vision and uphold a customer-centric product strategy.</li><li>Lead the development of coordinated go-to-market strategies, covering customer targeting and fit, packaging and pricing, and channel distribution options.</li><li>Collaborate with the marketing team to build compelling product positioning and messaging that effectively communicates value to target audiences.</li><li>Serve as the product area specialist, aiding all business collaborators throughout the enterprise, such as marketing, relationship management, sales, communication consultants, and workplace consulting.</li><li>Guarantee product preparedness and promote internal training throughout the organization, encompassing a cross-functional, organization-wide endorsed service structure, RFI/RFP materials and positioning, sales, and client team preparedness. Create and maintain centralized communications and collateral.</li><li>Collaborate with deployment team to ensure a seamless and bundled deployment approach, considering launch timeframes, opportunities for coordination with other products, and simplicity for the field.</li><li>Support sales, implementation and client facing teams to drive adoption and client happiness with the product.</li><li>Define and track measures of efficiency and key performance metrics, including adoption, use, engagement, efficiency, client retention, and happiness. Leverage data to drive continuous improvement.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required.</li><li>7+ years of experience in go-to-market planning, marketing and product positioning &amp; messaging, product development, and/or benefits communications consulting.</li><li>5+ years in the financial services or third-party benefit administration industry or employer servicing experience, with health-related benefits and administration being a plus.</li><li>Understand employer-provided benefits like medical, dental, vision, retirement, HSA/FSA, and voluntary benefits.</li><li>Comfortable navigating complex organizations and interacting with cross-functional teams spanning multiple business units.</li><li>Demonstrates strong strategic competence with a customer-centric viewpoint.</li><li>Clear communication skills, comfortable engaging with all levels of management, clients, and external audiences.</li><li>Ability to lead, influence, and motivate colleagues and peers without formal authority.</li><li>Intellectually curious and capable of modeling a culture of learning and mentoring.</li><li>Strategic and long-term problem solver without compromising speed for perfection.</li><li>Ability to prioritize multiple tasks, meet deadlines, and deliver business results.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Health focuses on offering products and services to assist customers with health care benefits.We are in need of candidates with various skills, unwavering curiosity, a proactive approach, and the dedication to bring new digital experiences to fruition.<h3>Certifications:</h3><h3>Category:</h3>Sales SupportMost 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.

Fidelity Investments

Director, Health and Welfare Growth Enablement

<h3>Job Description:</h3>The Director, Pension Benefit Consultant is the lead Defined Benefit specialist responsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Director, PBC’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.The Director, Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The Director, PBC is the go-to resource among the project team for all DB-specific matters and builds confidence with clients that Fidelity will operate their DB Plans accurately.The Expertise You Have<ul><li>Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years</li><li>Strong analytical skills, attention to detail</li><li>Strong consultative skills</li><li>Work within a project matrix, able to handle time effectively</li><li>Working understanding of pension laws and regulations</li><li>Actuarial designations (EA, ASA) a plus but not required</li></ul>The Skills You Bring<ul><li>Solid DB experience having worked with a wide variety of DB Plans and features</li><li>Actuarial expertise</li><li>Ability to document the benefits of a DB plan in extensive, complete detail</li><li>Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</li><li>Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</li><li>Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes</li><li>Your experience problem solving, and finding solutions all parties can move forwards with</li><li>Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</li><li>Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</li><li>Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</li><li>Ability to detect and surface problems and obstacles and lead the team to resolution</li></ul>The Value You Deliver<ul><li>Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</li><li>Owning the discovery and learning of the mechanics of how the client’s DB Plans operate directly with clients and their representatives</li><li>Reading client plan documents, sample calculations, SPDs, valuation file specifications</li><li>Leading client review meetings and conference calls</li><li>Leading issue resolution</li><li>Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</li><li>Crafting a comprehensive test plan to ensure DB participant calculations are accurate</li><li>Working with developers to debug and certify the DB participant benefit calculations in their entirety</li><li>Working with data analysts to validate the client participant data is correct and complete, and to identify any gaps</li><li>Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</li></ul><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.

Director, Pension Benefit Consultant

<h3>Job Description:</h3>Senior Client Experience Account ManagerThe Role The Senior Client Experience Account Manager is a dedicated service professional who provides superior service while driving ideal behavior from ultra-high net worth donors and strategic advisor firms, the most complex relationships within Fidelity Charitable. Each CXAM owns a book of business and facilitates donor and advisor interactions via phone and email, consulting on a broad range of program offerings and service topics. The CXAM support associates as they financial transactions and respond to inquiries from Fidelity Charitable Private Donor Group donors, advisors, and non-profits, while ensuring high quality. The CXAM also partners with a Private Donor Group Philanthropic Strategist in order to fulfill requests from Private Donor Group donors.<h3>Principal Software Engineer</h3>The RoleFidelity Charitable is looking for a tech lead to help design and develop secure solutions that enable our customers to accomplish their philanthropic goals. As a principal engineer in Fidelity Charitable you will be responsible for leading a team of engineers through the design, development, and release coordination of new and enhanced features.The Expertise and Skills You Bring<ul><li>Interest in leading a team of developers by mentoring teammates, resolving open blockers, and highlighting risks.</li><li>Knowledge of software development best practices.</li><li>Experience working across internal and external teams, and you are motivated to level up your impact.</li><li>Creating responsive front ends using Angular and NgRx</li><li>Designing secure RESTful APIs using Spring Boot, OAuth, and Hibernate</li><li>Triaging complex issues though the analysis of logs, monitors, documentation, and sequence diagrams</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skills You Bring <ul><li>Bachelors degree</li><li>Minimum Experience: 5 years of customer service, sales, service operations or UHNW background required. Experience in the financial services industry, specifically brokerage or investments preferred but not required.</li><li>Ability to maintain successful working relationships with business partners, teammates, and clientele.</li><li>High sense of urgency and understanding when to escalate to solve issues.</li><li>Strong and efficient verbal and written communication skills.</li><li>Problem solving skills and excellent follow through.</li><li>Strong organizational skills, project management, planning, and time management.</li><li>Superior decision-making skills and the ability to operate with a high level of autonomy, makes decisions with minimal oversight that impact donor and advisor.</li><li>The Client Experience Account Manager role is designed to be the point person for complicated service interactions</li><li>Learning and maintaining an intricate knowledge of industry and regulatory standards ensures that appropriate expectations can be set with key firms and donors.</li><li>Supporting efforts of proactive education to advisor firm POCs for dissemination to their clients.</li><li>Anticipating challenges and overcoming them with creative thinking.</li></ul>The TeamThe Client Experience Account Manager is responsible for interacting with all the business units found in Fidelity Charitable. They are working constantly to find solutions for the donors or firms in their book of business and in doing so will help facilitate contributions and grants in the million and sometimes billion-dollar range. This role is responsible for driving client behavior to increase use of online tools to improve straight through process of Premium Service client interactions. The PSAM optimizes the client experience to drive high satisfaction, quality, and efficiency for the donors, advisors, corporate clients, and Fidelity Charitable.Company Overview 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. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<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.

Senior Client Experience Account Manager

<h3>Job Description:</h3><h3>Health &amp; Welfare – Health Care Program Manager</h3>The Health &amp; Welfare Health Care Program Manager will utilize their project and program management, consulting, analysis, and domain skills to provide the best outcomes for our client, their participants, and Fidelity.The Expertise We’re Looking For<ul><li>Bachelor’s degree or equivalent years of industry experience</li><li>5-8 years of Health and Welfare benefits service experience</li><li>5+ years of professional experience (and demonstrated competence, depth, and breadth)</li><li>Prior H&amp;W client implementation and\or platform migration experience</li><li>Prior program management experience</li><li>Experience in Agile preferred, but not required</li><li>Proficient with Microsoft Office applications</li></ul>The Purpose of Your RoleThe Health &amp; Welfare Health Care Program Management is a key member of the Health &amp; Welfare (HW) Implementations and Platform Migrations team that services Fidelity clients. The role provides for the ability to work in a growing Health &amp; Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health &amp; Welfare benefits administration landscape. The Skills You Bring<ul><li>Ability to independently manage one’s own workload</li><li>Regulatory and legislative knowledge in aligned service area</li><li>Understanding of benefits administration systems</li><li>Demonstrates excellent communication skills (written and verbal)</li><li>Ability to conduct detailed analysis and document findings</li><li>Procedure execution and process improvement</li><li>Quality-first mindset</li></ul>The Value You Deliver<ul><li>Develop project plan to facilitate migration from one administrative platform to another</li><li>Adhere to project and program management standards</li><li>Supporting all project roles</li><li>Interface and integrate with Product Roadmap liaisons to promote system and tool updates</li><li>Ability to leverage online workflow tracking tools, including Monday.com and JIRA is a plus</li><li>Design and implement project strategy including risk tracking, status tracking, milestones and deliverables</li><li>Partnering with the Director Client Consultant and all other work-stream leads to meet project deliverables</li></ul>How Your Work Impacts the Organization Fidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health &amp; Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals. <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.

Director, Health Care Program Management

<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.

Investment Sales Associate - January 2026 (Westlake)

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>What to expect…</h3>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.<h3>The Skills You Bring</h3><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><h3>The Value You Deliver</h3><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><h3>Our Investments in You</h3>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, 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.

12 Sales Jobs in Westlake, TX, USA