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<h3>Job Description:</h3>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.The Role We have an exciting sales opportunity in MA/RI working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:<ul><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li><li>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives.</li><li>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</li><li>Territory is in the MA(Boston Metro, Worcester, Cape Cod, Eastern MA) and RI markets.</li></ul> The Expertise and Skills You Bring<ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>5 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Excellent interpersonal skills that translate into a positive client experience</li><li>Passion for sales and the ability to uncover and qualify new opportunities</li><li>Commitment to constant self-improvement and exhibit a competitive drive</li><li>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>High aptitude to learn new things quickly and adapt to new situations</li><li>Effective consultative sales and presentation skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.The base salary range for this position is $70,000 - $175,000 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

Fidelity Investments

Regional Director(RI and MA Territory)

<h3>Job Description:</h3><h3>Job Title: Senior Manager, Asset Management Treasurer’s Office - Tax Oversight</h3><h3>The Role</h3>As a Senior Manager of Tax Oversight in Asset Management’s Treasurer’s Office, you will be responsible for overseeing the tax reclaim process of the Fidelity retail and institutional funds and monitoring operational controls. You will have oversight of the tax reclaim and reconciliation operations teams and coordinate the activities of third-party service providers. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with third-party service providers that assist with tax reclaims. You will also have the opportunity to assist in the development and implementation of tax policies for the mutual funds and alternative investment products and to assist in the evaluation of tax implications of complex securities and complex events impacting the funds/products. <h3>The Expertise And Skill You Bring</h3><ul><li>Bachelor’s Degree</li><li>A minimum of 6 years industry or equivalent experience, including experience with tax reclaims</li><li>Excellent analytical skills and strong interpersonal and communication skills</li><li>Commitment to accuracy, quality and completion of tasks</li><li>Excellent organizational and project/process and relationship management skills</li><li>Technical knowledge of the Internal Revenue Code, Treasury Regulations and other Tax Authority related to mutual funds and/or alternative investment products is a plus</li><li>Motivated self-starter with the ability to work independently</li><li>Ability to apply sound judgment to spot issues, assess risks, and identify items requiring attention</li><li>Unwavering commitment to accuracy, quality, and completion of tasks</li><li>Possess excellent organizational, operations, and project/process management skills</li><li>Possess strong research and analytical skills</li><li>Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Asset Management Treasurer’s Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.The base salary range for this position is $89,000-180,000 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>Finance

Senior Manager, Asset Management Treasurer's Office - Tax Oversight

<h3>Job Description:</h3>The RoleAs a Senior Manager on the Dynamic Work PMO team, you’ll use data and analytics to influence key decisions and drive space planning strategies. You’ll design, refine, and maintain data that powers Fidelity’s space planning and allocation efforts, improving data quality, integrating new sources, and partnering with Corporate Services Technology to enhance availability and reliability. Your insights will inform actionable recommendations that optimize and align our space with business needs. This role is key to enabling a connected, data-driven approach to space planning.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required, with 7+ years of experience in analytics, enterprise data strategy, or data engineering</li><li>Proven ability to design, build, and maintain scalable data solutions for reporting, forecasting, and operational insights</li><li>Strong proficiency in SQL and Snowflake, including creating and managing tables/views in a cloud-based environment; familiarity with data governance</li><li>Skilled in structuring datasets for scalable analytics and reporting</li><li>Hands-on experience with PowerBI dashboard development and performance optimization</li><li>Ability to manage multiple high-impact initiatives simultaneously while maintaining accountability and attention to detail</li><li>Strong communication and stakeholder engagement skills, with the ability to translate technical concepts into business insights</li><li>Ability to craft compelling stories from data, turning complex analytics into clear, actionable insights</li><li>Strategic and analytical thinker with a track record of turning data into actionable recommendations for executive decision-making</li><li>Collaborative and adaptable, thriving in ambiguous, project-based environments with multiple priorities</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Dynamic Work PMO team sits at the intersection of Workforce Planning and Real Estate. We partner across Fidelity to create a connected, data-driven approach to space planning. Our work is grounded in collaboration and curiosity, solving complex challenges and delivering insights that guide how Fidelity uses its workspace. We focus on innovation and continuous improvement, turning data into practical solutions that support effective planning and meaningful outcomes<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost 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 Manager, Data Analytics

<h3>Job Description:</h3>The RoleAre you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you curious about being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience? If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.<h3>The Expertise and Skills You Bring</h3><ul><li>3+ years of experience generating analytical insights to drive strategic business initiatives related to customer acquisition, segmentation &amp; retention, product strategy, and market sizing using analytical tools and programming languages such as SQL, Python, R, etc.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success delivering insights from data to a broad audience in a simple, clear, and actionable way to better understand Fidelity's customers.</li><li>Ability to extract, transform &amp; load data into visualization tools (Tableau) as well as tell the story behind the trends, highlighting successes and friction points to inform various initiatives and strategies.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li><li>Experience in ownership &amp; accountability designing and maintaining robust, well-structured data assets working with transactional, demographic, operational and voice of customer data.</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><h3>The Team</h3>We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics &amp; Customer Insights, you'll be embedded in Fidelity’s product teams and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.The base salary range for this position is $97,000-185,000 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>Data Analytics and Insights

Manager, Advanced Data Analytics & Insights

<h3>Job Description:</h3><h3>The Role </h3>Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We’re looking for a dynamic, motivated Director, NQDC Growth Strategy to join our team! You will work across product, marketing, consulting, and sales to develop and implement strategies to achieve growth objectives for our industry leading NQDC Product. You will need to deliver measurable growth results by keeping up with market trends, conducting or sponsoring new analysis, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you! <h3>The Expertise and Skills You Bring </h3><ul><li>10+ years of related financial services experience, preferably in product management, product marketing, and/or project management </li><li>5+ years of experience supporting NQDC administration or NQDC product management </li><li>Experience leading or supporting the growth of a new product, brand, or business in B2B and/or B2C environments </li><li>History of solving for ambiguity and 'crafting from scratch' </li><li>History of developing opportunities in white space as an analytical problem solver who can connect the dots to fuel growth </li><li>History of evangelizing narratives and driving projects forward through rallying teammates to action </li><li>Bachelor’s degree or equivalent experience preferred </li><li>Experience supporting the enablement of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization </li><li>You have a continuous improvement approach, are willing to challenge the status quo and push for new thinking, and enable an agile way of working </li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with partners and customers and internally, across Fidelity and at all levels of the firm </li><li>You’re capable of leading, influencing, and motivating colleagues without formal authority </li><li>You’re energized by working collaboratively to deliver agreed-upon business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress </li><li>Ability to develop and implement growth strategies that deliver measurable results. You know how to adjust these strategies as the products and markets evolve </li></ul><h3>The Value You Deliver </h3><ul><li>Partner with the Product Area Leader to execute on the go-to-market strategy by managing facets of business health, including but not limited to: </li><li>NQDC pipeline management – establish and reinforce best practices </li><li>Working closely with Sales and Workplace Consulting to target proactive business development opportunities </li><li>Competitive intelligence and benchmarking initiatives </li><li>Working closely with our partners in Marketing to advance a robust B2B marketing plan, including a full inventory and prioritization of new or revised materials </li><li>Establishing NQDC educational content partnerships for internal and external consumption </li><li>Creating and maintaining NQDC capabilities and segmentation guides </li><li>Propose strategies to expand and enhance the company's ecosystem, including identifying emerging trends, aligning ecosystem initiatives with company goals, and promoting best practices. </li></ul><h3>The Team </h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants.The domain focuses on four major tenets in operating principles and design decisions: <ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience. </li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets </li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs. </li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people. </li></ul>Workplace Investing’s NQDC offering provides companies with outstanding administration for their nonqualified plans. NQDC Product Development supports the business and technology work streams that deliver against approved initiatives including new experiences for participants and plan sponsors and improvements to existing experiences. Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $110,000-222,000 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>Product Management

Director, NQDC Growth Strategy

<h3>Job Description:</h3>The RoleThe Director, Marketing – Non-Qualified Deferred Compensation (NQDC) will lead B2B product marketing efforts to support new client acquisition and ongoing plan sponsor engagement with our offering. This role is for a seasoned marketer with experience building go-to-market strategies, driving positioning &amp; messaging and executing multi-channel programs. You will partner closely with NQDC product management and collaborate with sales &amp; relationship management, analytics and marketing teams across Fidelity Workplace Investing to understand the marketplace opportunity, competitive landscape, product capabilities and customer needs as important inputs to the marketing initiatives you design and deliver for the business. <ul><li>Develop and execute go-to-market strategies for new NQ product capabilities and feature enhancements</li><li>Craft clear, differentiated messaging that resonates with target personas</li><li>Create resources, content and training to empower sales and relationship management teams to effectively communicate Fidelity’s expertise in NQ and product capabilities </li><li>Lead the planning and execution of full funnel marketing programs to drive prospect &amp; client engagement across various channels</li><li>Define learning agendas and measure the impact of product marketing initiatives on sales pipeline, sponsor engagement &amp; satisfaction</li><li>Collaborate closely with the NQ Product Management team and peers in SPSNQ Product Marketing to ensure alignment on marketing strategies and execution</li><li>Partner with NQDC B2C marketing counterpart to craft a compelling story on the NQ participant experience</li><li>Engage with client-facing associates in Sales, Consultant Relations &amp; Relationship Management to gather insights on plan sponsor needs to inform marketing strategies</li><li>Coordinate with marketing counterparts across Workplace Investing to complement experiences for shared clients and prospects and maximize reach &amp; impact of NQ-related activities</li></ul>You will be a member of the Stock Plan Services Non-Qual (SPSNQ) Marketing, Communications &amp; Insights team working closely with peers, learning from each other, and modeling 'one team' culture. We are a team of creative problem solvers, productive relationship-builders and have a bias towards action. The Expertise and Skills You Bring<ul><li>Bachelor’s degree required.</li><li>8+ years’ experience in marketing strategy &amp; communications preferred</li><li>Experience developing and executing integrated marketing programs, B2B experience is preferred but not required</li><li>Familiarity with different marketing channels and understanding of when/how to leverage based on audience and objectives</li><li>You should be comfortable navigating complex organizations – willing to collaborate with cross functional teams that span across multiple business units to deliver on key objectives.</li><li>You effectively translate business needs into proposed initiatives and can drive through execution</li><li>You communicate clearly and are comfortable writing, editing and evaluating content based on different audience needs and channels. </li><li>You are organized with strong project management skills</li><li>Knowledge and experience with employee benefits is preferred but not required</li></ul>The TeamStock Plan Services Non Qual (SPSNQ) provides companies with outstanding administration for their equity and deferred compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation and performance plans. Our team, SPSNQ Marketing, Communications &amp; Insights, delivers valuable insights and innovative programs and experiences that help drive SPSNQ client growth &amp; retention and participant engagement with their equity plans and Fidelity. We help millions of participants take advantage of their equity awards and understand how Fidelity can help with their broader financial needs through our Brokerage and Wealth offerings. We are committed to understanding customer needs, staying on top of industry trends, and evolving our strategies to ensure we are delivering results for our clients &amp; Fidelity.Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $103,000-211,000 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>Marketing

Director, Marketing - Non Qualified Deferred Compensation

<h3>Job Description:</h3>The Role Stock Plan Services, an equity compensation services division of Fidelity Investments, is seeking an experienced Director of Product Analysis. As a Director of Product Analysis, you will partner with our product and tech leaders’ teams to influence the broader strategic decisions, multi -year roadmaps, gather business requirements for the end-to-end journeys across all persona’s facilitating a future state solution and driving alignment across product areas. You will help define our team’s strategic goals, driving alignment across product areas while maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role. You have proven experience with strong analytical and problem-solving skills. Key attributes that make up a successful Director Product Analysis are highly motivated, self-starters with a sense of ownership, driven to succeed. <ul><li>Initiate and lead discovery by ensuring an e2e focus. Working across the domain on issues/opportunities that cut across teams, to facilitate prioritization, resourcing, and outcomes. </li></ul><ul><li>Lead the product feature definition by defining, refining, and communicating the upfront analysis and planning to leadership, associates, and business partners. </li></ul><ul><li>Contribute to the development of strategies to drive business growth and customer value by effectively using data and analytics from customers and competitors. </li></ul><ul><li>Set goals and measure performance through established critical metrics and deliver agreed upon business, technology, and people results. </li></ul><ul><li>Inspect and evaluate progress and remove impediments. </li></ul><ul><li>Provide subject matter expertise as needed for assigned initiatives and features. </li></ul>​The Expertise and Skills You Bring <ul><li>Bachelor’s degree required. </li></ul><ul><li>10+ years' experience in business analysis, strategic planning, or product ownership. Stakeholder management and financial services experience is preferred, but not required. </li></ul><ul><li>You have experience with brokerage technology. </li></ul><ul><li>You should be comfortable navigating complex structures – interact with cross functional team that span across multiple business units. </li></ul><ul><li>You can work with ambiguity and uncertainty, with technologies you may have never worked with previously and gather the requirements, identify pain points and gaps. </li></ul><ul><li>You possess strong strategic acumen with a customer focused perspective and take a data-driven approach to understanding business needs. </li></ul><ul><li>You effectively translate business needs and improvement opportunities, develop use cases, and propose solutions to enhance value delivered. </li></ul><ul><li>You can lead, influence, and motivate colleagues without formal authority. </li></ul><ul><li>You are intellectually curious and model a culture of learning and coaching. </li></ul><ul><li>You can participate in technical discussions, help make technical trade-offs, and help set execution path for development teams. </li></ul><ul><li>You possess strong time management and organizational skills; able to balance multiple competing priorities. </li></ul>The Team Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products. Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Product 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,  Product Analyst - Stock Plan Services

<h3>Job Description:</h3>Job DescriptionAs a Manager within the Credit Risk organization, you will be responsible for independently assessing the creditworthiness of institutional trading counterparts of Fidelity Capital Markets (FCM) as well as monitor the credit and market exposure to these counterparts. Your role will primarily focus on the review of Hedge Funds, Broker Dealers and Registered Investment Advisors and will also include exposure on alternative assets through credit analysis on traditional and non-traditional market participants. You will perform qualitative and quantitative analysis of the financial condition of firms, including the products and markets in which a firm is engaged, investment strategy, strength of the management team and whether there is reputational risk in doing business with the counterpart. You will monitor trading line usage for assigned counterparts, proactively identify emerging risks, and escalate issues with actionable recommendations to the Vice President of Credit Risk as appropriate.The TeamThe Fidelity Institutional Credit Risk Management Team sits within the Fidelity Enterprise Risk Management organization and is part of the Credit and Counterparty Center of Excellence. The team is responsible for credit risk assessments for new and existing clients including but not limited to banks, broker/dealers, hedge funds, registered investment advisers and corporations.The Expertise You Have<ul><li>Bachelor’s degree in finance, economics, or accounting</li><li>3 – 5 plus years of related credit experience</li><li>CFA or CFA Candidacy helpful but not required</li></ul>The Skills You Bring<ul><li>Your knowledge of Prime Brokerage, Capital Markets products, digital assets, investment strategies, financial statement analysis and accounting principals</li><li>Strong analytical, written, and oral communication skills that will be leveraged in influencing decisions</li><li>Your ability to work effectively in a trading environment, prioritize workload and contribute as a member of a dynamic, fast paced team</li><li>Excellent problem-solving skills</li><li>Your experience with Bloomberg, PowerPoint, Excel, Tableau and Power BI</li></ul>The Value You Deliver<ul><li>Performing written financial and risk analysis on all new and existing trading counterparts and establishing appropriate trading guidelines based on analysis</li><li>Monitoring and escalating credit and market exposure as necessary, utilizing various financial tools to assess, monitor, and measure daily counterparty trading activity</li></ul><ul><li>Collaborating with Compliance, Legal, Collateral and Operational Risk teams and building relationships cross the organization to resolve issues and support the needs of the Fidelity Prime Services business</li><li>Advising the business to ensure an effective risk governance structure and communication of Credit Risk Management policies and procedures</li><li>Documenting enhancements to existing credit risk policies and procedures and assisting in drafting new policies and procedures as needed</li><li>Developing and implementing credit risk monitoring techniques and assisting in the evaluation of new products and trading systems for the business and the Credit Risk group</li><li>Participating in the development, enhancement and testing of risk management systems</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The base salary range for this position is $80,000-153,000 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>Risk

Manager, Credit Risk

<h3>Job Description:</h3>The RoleThe primary purpose of your role is to provide analytical and process improvement support for initiatives aimed at improving quality across Fidelity Charitable. As part of your role, you will consider all aspects of people, process and technology as you analyze and synthesize data from a variety of sources, document processes and issues, offer new and innovative solutions and implement improvements that deliver business valueThe Expertise and Skills You Bring<ul><li>A bachelor’s degree with 5+ years of relevant experience</li><li>Programming skills (Python/R) or experience with analytics/automation tools such as Alteryx, Power BI and Power Automate</li><li>Demonstrated knowledge of one or more operational improvement frameworks, methodologies or toolkits such as Lean, Six Sigma or Business Process Reengineering.</li><li>Experience in taking risks and learning from failures</li><li>Outcome orientation, commitment to continuous improvement with a growth mindset</li><li>Strong relationship building, interpersonal and influencing skills to achieve stay aligned with key business partners</li><li>Ability to work in a fast-paced environment</li></ul>Competencies<ul><li>Leadership: You are a self-starter and are willing to challenge the status quo, try new things, and work independently</li><li>Information Gathering: You know how to creatively collect information from a wide variety of sources. You can take large amounts of information, narrow it down and identify the critical pieces</li><li>Analysis &amp; Synthesis: You know how to analyze and synthesize information, you can provide fundamental business insights from the information that is not obvious to others and leads to actionable, improvement recommendations</li><li>Process Modeling: You have the ability to (or willingness to quickly learn how to) facilitate and document process mapping sessions that identify issues, foster creating innovative solutions and enable implementing future designs that significantly improve process quality</li><li>Problem Solving: You are comfortable with ambiguity and can simplify complex problems and provide creative, practical solutions</li><li>Communication: You communicate effectively to foster transparency and collaboration; you can build solid relationships with professionals within an organization and become a trusted business partner</li><li>Technical Proficiency: You also have a strong ability to learn new tools, applications, and systems quickly</li></ul>Analytics and Insights<ul><li>Collect and analyze quality and operational control data, synthesize findings; formulate and present recommendations</li><li>Producing actionable oversight reporting for leaders</li><li>Use standard methodologies to conduct root cause analysis, formulate cogent problem statements, and quantify opportunities</li></ul>Process Improvement and Project Support<ul><li>Create process maps that are a means to an end - realizing significant business results</li><li>Develop and revise processes, procedures, presentations and lessons learned ensuring final deliverables meet standards for order, clarity, conciseness, style and terminology</li><li>Assist management in implementing process improvements, developing implementation plans, preparing training materials, monitoring the implementation and recommending refinements</li></ul>Professional Engagement<ul><li>Continuously improving one’s own skills and competencies to become a respected partner across the organization: striving to always be better</li><li>Developing and maintaining relationships to foster alignment, collaboration and the sharing of best practices</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamFidelity 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>QualityMost 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.

Manager, Quality Improvement and Analytics

<h3>Job Description:</h3>Director, Plan Consulting The RoleThe Director, Plan Consulting role. It’s a strategic leadership position focused on enhancing the customer experience related to IRS Pre-Approved Document creation, with a strong emphasis on cross-functional collaboration, process optimization, and compliance.Role Overview<ul><li>Primary Focus: Oversee Plan Consultants who support document and ERISA compliance for 401(k)/403(b) plans.</li><li>Scope: All Workplace Investing (WI) markets, including TEM.</li><li>Key Partnerships: Legal, Implementation PMs, Client Relationship Managers, Sales.</li></ul>Use your skills, experience and talents to be a leader in groundbreaking thinking and visionary goals. You will take the lead as you:<ul><li>Draft key objectives, strategies and apply the data to make business decisions</li><li>Accountable for the Plan Consulting process, delivering in the service model and communicating the service needs with business partners</li><li>Lead, manage and collaborate with cross-functional teams, business partners and stakeholder management for The Plan Consulting process</li><li>Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with the Plan Consulting strategy.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree (required).</li><li>Management experience (multi-site teams preferred).</li><li>Agile methodology experience (preferred).</li><li>ASPPA designation (preferred).</li><li>Proven success in process improvement and escalation resolution.</li><li>Strong communication and presentation skills.</li><li>KPI management and risk mitigation.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Plan Consulting team is part of the WI Implementation team within Workplace Investing (WI).Client Support is offered all markets within WI.Services include:<ul><li>Primary Client Contact for IRS Preapproved Document Creation</li><li>Technical/data support for clients and partners.</li><li> Participation in assigned projects as required</li></ul>Stakeholders include our clients (Plan Sponsors), Managing Directors (Fidelity Relationship Managers), Senior Management, Legal, and Associates across Implementation and Internal Business Partners.The Director - Compliance will report to the Vice President of Volume Submitter Implementations.<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost 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.

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