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<h3>Transaction Processor</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor in Westlake, TX and Smithfield, RI! Do you want to work for a fast paced, growing organization where people make the difference? Do you flourish with providing exceptional client service? Join us as a Transaction Processor where you will assist in servicing and processing transactions for our Custody clients. <h3>The expertise we’re looking for</h3> <ul> <li>1 year of financial or customer services experience or equivalent work experience </li><li>Consistent record in high volume, high paced data centric processing environment </li><li>Customer oriented </li><li>High school diploma </li></ul> <h3>The purpose of your role</h3> The Transaction Service Representative (TSR) will work in a centralized Operations team, which consists of Money Movement, TOA, and New Account/Maintenance associates. Associate will work on all operational requests submitted from Fidelity Custody Advisors and Service Teams, ranging from fundamental/simple transactions to specialty/complex transactions. The TSR will be expected to master the fundamental processing queues and will be responsible for the accurate and timely processing of the transaction requests, ultimately providing a positive overall operational experience for those clients. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to partnership and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. Representatives are expected to consistently track and maintain performance metrics related to productivity and quality. <h3>The skills you bring</h3> <ul> <li>Your ability to work well on teams and in fast-paced, cross-collaborative environments. </li><li>You think analytically and deliver solutions to complex challenges. </li><li>You take pride in your work and have a detail-oriented mindset. </li><li>Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. </li><li>You have intermediate to advanced knowledge of Microsoft Office applications. </li></ul> <h3>The value you deliver</h3> <ul> <li>Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. </li><li>Driving high satisfaction, quality and efficiency for both the client and Fidelity. </li><li>Delivering superior results quickly and efficiently, using effective time management skills. </li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges. </li><li>Bringing energy and excitement to your role every day. </li></ul> <h3>How your work impacts the organization</h3> The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing &amp; Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support. Please see pay rate for the work location of Rhode Island only: $22.00. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. <h3>Dynamic Working</h3> Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. <h3>Company Overview</h3> Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. <h3>Information about Fidelity Investments</h3> At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Fidelity TalentSource

Transaction Processor

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Squad Lead in Smithfield, RI! The Role We are seeking a Squad Leader in the OSG Client Services space to lead strategic digital initiatives that improve the client experience and accelerate our organization’s digital transformation. As the Squad Leader you are the end-to-end gatekeeper of the squads’ mission and tactical execution associated with delivering on strategic priorities. In an agile structure, you will complete specific product features and ensure respective products or services are available, stable, performant, and supported when required. You will ensure alignment on the 'what', 'why' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog along with other OSG and Technology Leaders. You will enable squad members to work iteratively, innovate through testing and experimentation, and learn from failures while celebrating success. Key Responsibilities You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role. In addition, your responsibilities include: <ul> <li>Defining, refining, and communicating the squads' mission and roadmap to empower and build team and partner support and alignment </li><li>Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team </li><li>Defining, evaluating, and communicating results against acceptance criteria </li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </li><li>Inspecting and evaluating progress, and removing impediments </li><li>Drive enhancement requirements, technical solution review, business acceptance testing, and implementation coordination </li><li>Making informed trade-off decisions to strike the right balance between quality, cost and timelines </li></ul> The Expertise and Skills You Bring <ul> <li>Bachelor’s degree (preferred) and 8+ years of related product management experience, systems development, product development, and/or project/product management </li><li>Demonstrate the ability to comprehend technical requirements and optimally communicate them to both technical and non-technical partners, ensuring clarity and alignment across all teams. </li><li>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to enhance value delivered </li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams </li><li>Demonstrate strong cross-functional leadership and collaboration experience by establishing and maintaining unquestioning relationships across Fidelity to deliver business outcomes </li><li>Exhibit strong communication and presentation abilities with business and technology partners and leaders at various levels </li><li>You are intellectually curious and model a culture of learning and coaching </li><li>Agile, Jira and Jira Align experience, and financial services experience, preferred </li></ul> The Team In Operations &amp; Services Group (OSG) Client Services, our vision is to Deliver superior service to our clients through outstanding transaction operations and delivery. As a member of OSG Client Services, you will help bridge the gap between our business and technology. You will partner with both business collaborators and technology leadership aligned to your squad. The hourly pay rate range for this position is $60.00 - $107.14 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Dynamic Working Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Squad Lead

<h3>Job Description:</h3>The Expertise we are Looking For<ul><li>4 year degree in related major</li><li>Experience in brokerage/finance/banking preferred</li><li>Sense of urgency and prioritization of work a must</li><li>Communication and influence skills</li><li>Must have impeccable work ethic and time management skills</li><li>Fast learning and retention skills with the initiative/drive to proactively become a subject matter expert. </li></ul>The Purpose of Your RoleThe Reconciliation Representative II position is focused on banking, finance, and problem resolution as it relates to Fidelity Brokerage activity and related products. The Bank Reconciliation Representative II is responsible for ensuring the reconciliation, balancing, exceptions, and analysis of the general ledger activity/bank activity for the accounts he/she is assigned is completed accurately and completely on a daily basis. A full understanding of all aspects of the activity, money movements, products reconciled, and underlying processing systems related to the general ledgers that he/she is assigned is expected to be learned and mastered over time. The ledger activity that is reconciled ranges from physical check deposits, imaged check deposits, wires, ACH’s, funding/investment instruments, currency trades, SWAP instruments, disbursements, and Fidelity specific products. The representative proactively reviews open item processing that might result in potential exposure/loss and act accordingly with business partners to resolve the outstanding monetary and underlying procedural/processing issues with expedited urgency according to established departmental procedures. It is essential they fully research and communicate items clearly and correctly over the phone/email to internal business partners, banks, correspondent clients, and management. They must respond well to inquiry and be able to fully articulate the issue and resolution steps. When a problem situation occurs, it is essential they work swiftly to resolve them utilizing sound decision making skills based on departmental procedures and training. If the problem is not immediately resolved after all avenues are exhausted, it is mandatory they escalate to ensure all appropriate people are notified so a new course of action can be identified. They should be alert to finding areas for improvement both within the department as well as suggestions for our processing areas/business partners. They are expected to be proactive, independent, and have an impeccable work ethic which is rooted in Fidelity standards.The Skills You Bring<ul><li>You must be a dependable problem solver with excellent organization/time management skills</li><li>You have experience in Microsoft Excel, Word, and PowerPoint</li><li>You must work well independently as well as in a team environment</li><li>You must have effective communication and influence skills, personally and electronically</li><li>You have the initiative and self-confidence to go the extra mile </li></ul>The Value You Deliver<ul><li>The Brokerage Reconciliation Representative plays a supporting role in numerous business units’ ledger and bank reconciliations.</li><li>The Bank Reconciliation group acts in an educating aspect to end users stressing best practices and standard Fidelity policy.</li><li>The representative is engaged in accurately reviewing, resolving, and validating exception items, audit and compliance backup and business unit reporting, </li><li>Through urgency and detail oriented diligence, the Reconciliation Representative is involved in mitigating risk and potential loss on a daily basis.</li><li>The bank reconciliation group is responsible for accurate reporting of open exceptions, risk related items, Regulatory reporting, departmental control metrics, as well as cyclical escheatment of assets to the states. </li><li>All Bank Reconciliation Representatives will be engaged in initiating change within the group and department through enhancement projects, new product rollouts etc. </li></ul>Note: Fidelity will not provide immigration sponsorship for this position.How Your Work Impacts the OrganizationFI Operational Accounting Bank reconciliation group is a back office accounting and finance group which is responsible for supporting various Fidelity company’s internal and external reconciliations processes. The group observes: external audit standards, internal compliance controls, compliance to Federal legislations, SEC regulatory requirements, and strict adherence to the Fidelity code of ethics.<h3>Certifications:</h3><h3>Category:</h3>OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Accounting Operations Representative I

<h3>Job Description:</h3>Job Overview:The Digital Solutions Software Engineering team is looking for a highly motivated software engineer technical lead. This role involves developing high-performance, secure, and scalable applications. The ideal candidate will have a strong understanding of modern software engineering best practices and experience in Agile software delivery.You will be responsible for designing, developing, and maintaining quality software components for core and critical applications used throughout the organization. Additionally, you will help define, implement, and advance development practices, standards, and strategies, contributing to the modern engineering practice across our platforms and teams. Key Responsibilities:<ul><li>Design, develop, and maintain high-quality software components for core OSG applications.</li><li>Ensure the performance, security, and scalability of microservice-based applications.</li><li>Collaborate with cross-functional teams to define, design, and ship new features.</li><li>Participate in code and design reviews to maintain high development standards.</li><li>Contribute to the continuous improvement of development practices, standards, and strategies.</li><li>Implement and maintain CI/CD pipelines to ensure smooth and efficient software delivery.</li><li>Advise and approve unit and integration tests to ensure software quality and reliability.</li><li>Work closely with product owners, chapter leads, and architects to influence technical improvements.</li><li>Investigate and share innovative practices with team members.</li></ul>Required Expertise:<ul><li>Bachelor's degree (or higher) in a quantitative or computational field such as Computer Science, Information Technology. </li></ul><ul><li>8+ years of hands-on experience in building complex software solutions preferably working with investment management professionals. </li></ul><ul><li>Ability to effectively communicate with multiple stakeholders including technology partners and the business.</li></ul><ul><li>Full-stack software development knowledge preferably with Angular, Java, Spring Boot, Batch and Kafka</li></ul><ul><li>Experience with testing software, including writing automated unit, integration, performance, and end-to-end tests. </li></ul><ul><li>Agile development practices that prioritizes the incremental delivery of working software and responds well to change in requirement scope. </li></ul><ul><li>Ability to accept and adapt to scope changes incorporating it seamlessly. </li></ul><ul><li>Experience with AWS cloud environment development and deployment. </li></ul><ul><li>Kubernetes/EKS deployment and operations management exposure is a plus. </li></ul><ul><li>Experience leading development teams through mentorship, technical expertise, and technical excellence </li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Principal, Full Stack Engineer

Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: Mental HealthAll Locations: 1601 Washington StreetPosition Summary: Position Summary Reporting to the Chief Medical Officer, the VP/Chief Behavioral Health Officer will be responsible for the Behavioral Health Department’s (BH) strategic planning process and major strategic initiatives, and for setting the BH standards and model of care for and oversight of all service lines across the BH continuum of care for both campuses as well as for each BH specialty service and discipline, including psychiatry. Also included among the VP/Chief Behavioral Health Officer’s scope of responsibilities is the provision of support for setting the standards and model of care for the Recovery Services Program and the evolving integration of traditional and non-traditional healing art practices program that live under the BH Departmental umbrella. Must be licensed at the independent level in the Commonwealth of Massachusetts as a BH Clinician or board certified in Psychiatry. In collaboration with senior management and clinical leaders, this position will participate in 1) immediate and long range organizational strategic planning; 2) performance improvement planning and establishment of outcome measurements; 3) and, through effective management standards, assuring service delivery in accordance with established standards and the requirements of all stakeholders and regulatory agencies.1. Job Components.<ul><li>Up to 8 weekly clinical hours (10 payroll hours) will be spent providing direct BH care with clinical and administrative follow-up for a panel of patients.</li><li>30 administrative hours will be spent in Behavioral Health to include the above noted responsibilities and leadership responsibilities.</li></ul>2. Integrate and perpetuate the Strategic Priorities of the Health Center, as defined by the Executive and Senior Management team, into the operational oversight of all departments.Be the Provider of Choice to all major stakeholders, including external entities such as state and federal payors, local and community entities, and internal entities, including patients, providers, and staff.Ensure a strong foundation for this vision, based on: Strong financial performance, Growth, and Employee-engaged, patient-centered care.Integrate the health center’s Vision for Clinical Transformation: Develop a high quality, efficient clinical model that that will improve patient engagement and outcomes, reduce provider burden by leveraging the entire team, and prepares us for future payment models. The team includes everyone at NeighborHealth, including the Board of Directors, andBeyond.3. Provide oversight of assigned staff, through direct supervision, consultation, and management practices:Participate in recruitment, hiring, and training of diverse management staff. Mentor, supervise, and develop assigned management staff to further responsibilities and career development opportunities. Conduct performance reviews according to established guidelines. Collaborate with Administrative Directors, Directors, and Managers to ensure staff’s competencies through the development of appropriate educational opportunities and requirements. In collaboration with Administrative Directors and the senior team, audit staff clinical practices, and develop and implement systems for improvement. Direct Administrative Directors, Directors, and Managers in the preparation, completion and monthly monitoring of departmental budgets and capital requests; act as liaison between Administrative Director and senior team members, including the Chief Financial Officer Direct Administrative Directors, Directors, and Managers in the continual development of workflows that provide access to BH care on the same day symptoms are endorsed and in the efficient matching of demand for services with existing capacity to eliminate whenever possible referral work queues of patients awaiting BH care.4. Develop and implement systems that support the efficient delivery of services.Oversee and monitor the flow of patient activity and services especially in areas targeted for redesign to promote barrier free, same day (whenever possible) patient access and volume. Collaborate with the senior management team in the development and implementation of new programs and services consistent with organizational goals and strategic plans. Promote and support the organization’s comprehensive customer satisfaction and feedback program through the development of training programs and systems to monitor progress and compliance. Oversee departmental performance/quality improvement projects including the establishment of outcome measurements and reporting tools. Effectively collaborate with clinical and administrative leadership in the design, re-design, and delivery of care. Facilitate and foster collaborative relationships among NeighborHealth departments. Facilitate and foster collaborative relationships with community agencies and other external partners that support and share NeighborHealth's mission and strategic priorities. In collaboration with VP of Human Resources and management team promote and support an environment that promotes cultural humility through staff training, establishment of standards, and development of services, programs and workflows designed to enhance the delivery of culturally appropriate services. Assist with marketing efforts to increase demand for services. In collaboration with the senior management team, assist in the development and implementation of the patient-centered medical home, ACO, the advancement of BH Population Health and other capitated programs/initiatives. Oversee the development and operations of community health and community enrichment initiatives.5. Provide clear leadership in support of superb operational integrity across the organization, and as assigned.Collaborate with administrative and clinical leaders to develop, implement, and revise policies, procedures, and practices to improve service delivery, patient safety, and infection control that meet the requirements of all regulatory agencies including MA Department of Public Health, HRSA, Joint Commission, and NCQA.Participate in committees and meetings charged with developing goals, vision, and strategic plans for the organization.Effectively communicate and promote the organization’s vision and strategic plan.Ensure appropriate response to emergencies or unusual events, consistent with the Health Center’s Emergency Operations Procedures.Participate in the Behavior Health on Call system.6. Provide leadership across various Department-specific projects and responsibilities.For all BH Department service lines, including the integration of indigenous healing practices across a comprehensive continuum of care Develops, disseminates and promulgates the BH 5-year strategic plan in conjunction with the BH leadership team Oversees the BH “Center of Excellence” for the training of BH students, interns and residents to specifically deliver evidence-based care to underserved communities of color Provide organizational assistance and expert consultation in support of the management of complex, difficult, psychiatrically impaired or threatening patients, DV, Child or elder abuse reporting, special risk management clinical reviews, etc. BH and Other Strategic Initiatives in conjunction with the EBNHC 5-year Strategic Plan Student Wellness Center Recovery Services Provides teaching, consultation, participates in community engagements and media events featuring BH Oversees the safe management of the BH on call service and participates in the coverage rotation Function as the “resident expert,” patient advocate and top proponent of the Integrated Care, BH Specialty, Psychiatric Consultation and Harm Reduction models of care, providing an advisory and training presence as needed.7. Clinical Care:A practicing Psychiatrist or BH clinician, the CBHO provides direct clinical care in fulfillment of the duties and responsibilities delineated in the NeighborHealth Behavioral Health Clinician job description and in so doing functions as a role model for excellent, barrier free care delivery.In support of clinical excellence provides expert supervision and consultation.8. Promote a sense of “teamwork” through demonstration of self-direction and self-motivation. Solve problems independently or knows when to seek consultation.9. Displays outstanding customer service skills when interacting with all EBNHC customers according to the ACE model.10. Adheres to all NeighborHealth and departmental polices and procedures.11. Participate in required departmental activities and meetings.12. Perform other related duties.Organizational Competencies1. Reads, understands and complies with all Standards of Conduct, Joint Commission policies, CMS Pace Program Regulations and Standards, requirements set forth by the United States Department of Health and Human Services' Health Resources and Services Administration pursuant to Section 330 of the Public Health Service Act, applicable State regulations and guidelines, ESP policies and procedures and all laws related to position responsibilities and employment at NeighborHealth.2. Upholds procedures and systems to safeguard the confidentiality of all patient and employee information.3. Upholds safety policies, practices, and procedures including safety, fire safety, electrical safety, proper body mechanics and material handling, office/ergonomic safety, and other employee safety measures.Knowledge, Skills, and Abilities RequiredQualifications and Requirements:<ul><li>Board Certified Psychiatrist or Behavioral Health Clinician independently licensed in the Commonwealth of Massachusetts</li><li>Demonstrated record of experience at mid- or upper management level positions, 10+ years of experience preferred.</li><li>Must possess strong leadership skills.</li><li>Excellent verbal and written communication skills</li><li>Cardiopulmonary Resuscitation (CPR) required</li></ul>EEO &amp; Accommodation Statement:NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your requestFederal Trade Commission Statement: According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.E-Verify Program Participation Statement:NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.

Vice President/Chief Behavioral Health Officer

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Smithfield, RI and Westlake, TX! The Role We are looking for a highly motivated individual to join one of our agile development squads to provide analytical excellence to the Data Analyst Chapter within Compliance Technology to deliver modern data solutions. We are looking for candidates with a bachelor’s degree and 5+ years of related experience in data analysis, or data engineering, or a master’s degree and 3 years of relevant experience. <h3>The Expertise and Skills You Bring</h3> <ul> <li>Work with business and technology partners to identify, review, define, interpret, and clarify scope of work in terms of business/data/system requirements and processes. </li><li>Supplies to the analysis strategy for technology projects culminating in the creation of documentation to support project needs. </li><li>Must have strong SQL, PL/SQL and/or Python skills. </li><li>Strong data analysis and data profiling skills on structured as well as semi structured formats. </li><li>Documents objectives, use cases, requirements, and specifications with respect to data. </li><li>You understand Capital Markets domain and have experience analysing customer, accounts and trade data coming from order processing systems. </li><li>You have experience in working on ETL projects. </li><li>You are familiar with database design concepts and have worked on a variety of database platforms such as Oracle, Data Verse, Snowflake, AWS S3 etc. </li><li>You can break up complex work into digestible work elements with applied knowledge of agile methodologies and practices. Familiarity with Jira / Jira Align is a big plus. </li><li>Working knowledge of ModelOps, including lifecycle management, monitoring, and governance of AI and decision models is a plus. </li><li>You have experience navigating integrated enterprise data and working across multi-functional teams. You can identify alternative approaches and make recommendations on the benefits and shortcomings of each approach. </li><li>You understand and communicate sophisticated concepts effectively to a variety of audiences, both technical and non-technical. </li><li>You have a passion for continuous learning, mastering of new skills, and staying on top of the latest innovations across data analytics. </li><li>You are known as a go-getter, with the ability to unravel a mystery – data, business process or organizational. </li><li>You are an effective communicator with a good ability to cultivate relationships. You have excellent communication and presentation skills. </li></ul> <h3>The Team</h3> You will work in Fidelity Capital Markets Supervision technology team within Compliance Technology domain that builds cloud-native Supervision Platform to analyse trade activities, such as orders, executions, and other trade-related data. Their goal is to identify any potential violations of internal policies or regulatory requirements related to trading activities within the financial industry. As Senior IT Data Analyst you will work iteratively across the project lifecycle, identifying and defining needs as well as giving to analysis, design and delivery towards program roadmap. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. <h3>Dynamic Working</h3> Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. <h3>Company Overview</h3> Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. <h3>Information about Fidelity Investments</h3> At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. <h3>Fidelity Investments and Fidelity TalentSource are equal opportunity employers The hourly pay rate range for this position is $71.00-79 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</h3>

Sr. IT Data Analyst

Job Description: Director, User Experience Design The Role Fidelity Investments is looking for a hands-on User Experience Director who is passionate about their craft and making investing approachable for all audiences. We are redefining the financial services industry by changing the way we work and putting the customer first. It’s a fast-paced environment where decisions are data-focused, collaborative, and iterative. The organization deeply values design. The Expertise and Skills You Bring <ul> <li>10-15+ years of UX or related experience is preferred </li><li>A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred </li><li>Provide design and product thought leadership, identifying and developing strategic design opportunities to drive business and product strategy, creating artifacts to align stakeholders and teams to </li><li>Work across and collaborate with product, engineering, UX research, and others to develop and prototype product vision </li><li>Lead definition of the design work and deliver business outcomes across multiple product teams, with minimal guidance and coaching </li><li>Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions </li><li>An array of design skills including service design and strategic design methods. Information architecture, prototyping, user research, and visual design will also be critical </li><li>Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives </li><li>Experience working on agile teams delivering value in digital products preferred </li><li>Experience running and/or using research to support evidence-focused design decisions preferred </li><li>A digital portfolio we can review online is required </li><li>Ability to design across all channels including web, native, and automated </li><li>A foundation of development knowledge, both web and mobile </li><li>Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better </li><li>Partnering with user research to understand the customer problems to tackle </li><li>An unwavering curiosity to ask why </li><li>Design brings you happiness </li><li>Work across the organization to drive consistent associate-facing experiences </li><li>Contribute to the culture of the UXD group </li><li>Coach and mentor junior designers across the group </li></ul> The hourly pay rate range for this position is $70.00-80.00.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors The Team This role will support the business critical work of modernizing one of our Billing systems. You will join multiple squads and UX Designers who are engaged in envisioning and delivering this large-scale body of work. These are fast-paced teams who need a seasoned UX Designer to join their flow. 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 Us At 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 Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. 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. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling "Dynamic Working." We invite you to Find Your Fidelity at fidelitycareers.com. 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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

UX Designer

Senior UX Designer The Role Fidelity Investments is looking for a Senior User Experience Designer who is passionate about their craft and making investing approachable for all audiences. We are redefining the financial services industry by changing the way we work and putting the customer first. It’s a fast-paced environment where decisions are data-focused, collaborative, and iterative. The organization deeply values design. The Expertise and Skills You Bring <ul> <li>Experience <ul> <li>4-6+ years of UX or related experience is preferred </li><li>A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred </li><li>Experience working on agile teams delivering value in digital products preferred </li><li>Experience running and/or using research to support evidence-focused design decisions preferred </li><li>A digital portfolio we can review online is required </li></ul> </li><li>Skills <ul> <li>An array of design skills, which might include visual, conversational, information architecture, prototyping, strategic design methods (such as design thinking), user research, or writing </li><li>Ability to design across all channels including web, native, and automated </li><li>Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives </li><li>A foundation of development knowledge, both web and mobile </li><li>Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better </li><li>Partnering with user research to understand the customer problems to tackle </li><li>Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions </li><li>An unwavering curiosity to ask why </li><li>Design brings you happiness </li></ul> </li><li>Senior UX Designers typically: <ul> <li>Lead the design strategy and execution on their product team, with some guidance and coaching </li><li>Help define the design work and deliver business outcomes on the product team </li><li>Consult with the product owner to help inform product strategy </li><li>Contribute to the culture of the UXD group </li></ul> </li></ul> The hourly pay rate range for this position is $70.00-80.00.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors The Team This role also supports Fidelity’s User Experience Design team, a group that delivers simple and accessible digital experiences to its customers. Dynamic Working Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

<h3>Job Description:</h3>The Role: Transfer Agent (TA) Compliance is seeking a Compliance Advisor to support Fidelity’s SEC-registered transfer agents and their compliance with the federal securities laws. As a member of TA Compliance, you will provide day-to-day compliance support for the transfer agent functions dispersed throughout Fidelity’s business units, including FI, FBOT, WI, and FMR India – providing, among other things, regulatory guidance on the federal securities laws that govern transfer agents and/or investment companies, clarification of applicable policies and procedures, guidance on the remediation of risk incidents, compliance issues, or audit findings; and consultation on the adoption of new systems, applications, or processes employed by Fidelity’s business units to fulfill transfer agent duties.Responsibilities:<ul><li>Establish and maintain an effective relationship with business partners and provide advice with respect to a wide range of compliance/regulatory topics.</li><li>For assigned compliance/regulatory topics, support all elements of the transfer agent’s 38a-1 Compliance Program, which includes compliance support for scheduled risk assessments and control testing conducted by Corporate Risk, completing comprehensive annual reviews of the transfer agent’s Compliance Policies and Procedures and related underlying procedures and making required edits prior to submission to the approval workflow, monitoring Key Risk Metrics (KRMs) and investigating reported metrics that exceed established thresholds to ensure the effectiveness of the key compliance controls.</li><li>Provide compliance advice and problem resolution to business partners and other Legal, Risk and Compliance personnel when moderate to complex regulatory compliance issues are identified.</li><li>Analyze moderate to complex findings identified via risk assessments/control testing, internal audits, service recoveries/risk incidents, respond to management with a proposed course of action, and track progress of remediation efforts, escalating where appropriate.</li><li>Assess inherent and residual compliance risks associated with key business activities, new products or services, new or modified systems, applications or logic and assist with developing recommendations to mitigate risks, including but not limited to the implementation of process improvements and/or new control activities.</li><li>Analyze new regulatory rule proposals, identify those potentially impacting the transfer agent and work with business partners to implement any necessary changes.</li><li>Provide timely responses to compliance questions received via TA Compliance’s compliance inquiry intake tool, email, or otherwise.</li><li>Assist in the support of regulatory examinations and/or data/information production requests received from regulators.</li></ul>The Expertise and Skills You Bring:<ul><li>Bachelor’s degree (required).</li><li>5+ years of relevant business operations experience, ideally with experience supporting Fidelity’s mutual funds, or 2+ years of experience in a compliance, risk or audit role.</li><li>Proficient in Microsoft Office Word, Excel, and PowerPoint.</li><li>Foundational understanding of the mutual fund industry coupled with a strong understanding of Fidelity’s businesses, systems, and operational procedures that support Fidelity’s mutual funds.</li><li>Excellent verbal and written communication skills.</li><li>Effective relationship management skills and ability to influence decision makers. </li></ul><ul><li>Ability to apply regulatory and compliance concepts to Fidelity’s business units, independently develop informed opinions concerning the application of compliance requirements to Fidelity’s operational business practices, and articulate those opinions in the form of advice, training, and/or other communications with business management.</li><li>Proficient in managing multiple, concurrent projects and making effective judgments in prioritizing and allocating time to complete project deliverables and tasks within targeted deadlines.</li></ul>The Team:TA Compliance is a team within FI &amp; FBOT Compliance that provides compliance support for Fidelity’s SEC-registered transfer agents: Fidelity Investments Institutional Operations Company LLC (FIIOC), National Financial Services LLC (NFS), Fidelity Business Services India Private Limited (FBS India) and Fidelity Stock Transfer Solutions (FSTS). TA Compliance administers the transfer agent oversight elements of the Fidelity Funds’ 38a-1 Compliance Program, a program designed to ensure that the Funds and its service providers maintain written policies and procedures and a strong system of controls to comply with the federal securities laws. On behalf of FSTS, Fidelity’s equity stock transfer agent, TA Compliance administers a similar compliance program built on governance and oversight elements designed to prevent, detect, and promptly remediate violations of the federal securities laws.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Compliance Advisor

<h3>Job Description:</h3>Senior Legal Technology Project ManagerThe RoleWe are seeking a Senior Legal Technology Project Manager to lead complex, high-impact initiatives that modernize and streamline the Legal Department’s technology landscape. This role is ideal for a strategic thinker and experienced project leader who thrives in a fast-paced law firm or corporate environment and is confident making decisions, managing stakeholders, and driving results.As an individual contributor within the Legal Technology team, you will be responsible for end-to-end project delivery. This includes discovery and planning, followed by execution and implementation. You will partner closely with Legal stakeholders, our technology partners, and external vendors. We are looking for someone who can take ownership of the project, make informed decisions, and serve as a trusted advisor to senior leadership. Our team values collaboration, accountability, and continuous improvement, with a focus on delivering impactful solutions and supporting professional growth.<ul><li>Help define and implement the legal technology strategic roadmap.</li><li>Ensure clear communication, alignment, and mutual understanding of goals and requirements.</li><li>Translate complex legal and business requirements into clear guidance for technology teams, while also making technical solutions understandable and actionable for legal and business partners.</li><li>Partner with stakeholders to shape project vision and ensure alignment with business priorities.</li><li>Take initiative to fill gaps, resolve issues, and ensure progress.</li><li>Solve problems, make informed decisions, and keep projects aligned with business goals.</li><li>Prioritize work based on value and strategic impact.</li><li>Collaborate with end users to define testing needs and ensure solutions meet expectations.</li><li>Create clear documentation, including process maps, test plans, and project deliverables.</li><li>Define key objectives and use data to guide decisions and measure impact.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree or equivalent experience, with 8+ years of experience leading cross-functional projects and managing vendors in a legal or business technology environment.</li><li>Demonstrated ownership mindset, with a willingness to take on tasks outside of defined responsibilities to ensure successful project delivery.</li><li>Strong business analysis skills, including the ability to identify inefficiencies, design scalable solutions, and translate business needs into clear requirements.</li><li>Skilled in presenting data and insights in a meaningful way to support decision-making and drive initiatives forward, including experience leveraging Power BI.</li><li>Document management experience with tools such as iManage, NetDocuments, or SharePoint is a plus.</li><li>Experience with legal technology such as matter management systems, legal hold platforms, and AI-powered search tools is highly valued.</li><li>Experienced in building strong stakeholder relationships, aligning expectations, and communicating effectively across legal, business, and technical teams.</li><li>Comfortable working with technical teams and understanding how systems interact, without needing deep technical expertise.</li><li>Proficient in Microsoft Office and visual collaboration tools such as Miro, Mural, or Visio for process mapping and documentation.</li><li>Strategic thinker with the ability to connect business goals to project roadmaps, prioritize work, and manage risks.</li><li>Adaptable and resourceful in navigating ambiguity, shifting priorities, and fast-paced environments.</li><li>Strong written and verbal communication skills, with the ability to influence without authority and build trust across diverse teams.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

125 Jobs in Uxbridge, MA, USA