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Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an RPA Analyst to work in Fidelity’s Charitable group in Westlake, TX! <h3>The Role</h3> The Fidelity Charitable light automation analyst will be supporting Fidelity Charitable’ s operational teams with various automation and reporting/data needs. Your responsibilities will range from applying groundbreaking tools such as RPA, Power Automate, Tableau and others to ultimately help the teams achieve their goals. <h3>The Expertise and Skills You Bring</h3> <ul> <li>Drive customer experience for both internal and external partners </li><li>Experience with various light automation tools (RPA: Blue Prism, Power Automate, macro development) preferred. </li><li>Should be comfortable with SQL queries. </li><li>Minimum of 12 months’ experience in design, configuration, testing and support of automated processes and data reporting. </li><li>Experience working closely with business functions, developing, and analyzing requirements, creating test cases, and preparing reports, user guides, and other supporting materials. </li><li>Comfortable challenging the status quo and proposing new opportunities to business partners. </li><li>Excellent analytical and quantitative problem-solving skills; ability to interpret data to drive business decisions. </li><li>Demonstrate a high level of accuracy/attention to detail. </li><li>Ability to work independently and manage multiple projects, as well as collaborate within a team. </li></ul> <h3>The Purpose of Your Role:</h3> <ul> <li>Work with authorities and process owners across Fidelity Charitable to understand and assist with the development of their automated solution design, ensuring they deliver a solution that meets RPA/UDA technical requirements. </li><li>Assist businesses with opportunity assessments to identify and prioritize business processes that are potential candidates for automation. </li><li>Help business units retrieve necessary data and help to analyze. </li><li>Act as a central point of knowledge and control owner for automation capabilities and support the development and testing of proof-of-concept initiatives. </li><li>Provide support and resolution of any production incidents or outages related to automated solutions. </li><li>Fully and clearly document business processes. </li></ul> <h3>The Team</h3> Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Our culture is compassionate, empowered, and innovative. You will build a legacy, embody the vision of our founder, and shape the future of philanthropy. As part of Fidelity Charitable’s Data &amp; Shared Services Product Area, you will join a team responsible for the robust data ecosystem the Charity relies upon to deliver significant philanthropic benefit to our donors and non-profit organizations. Personally, you will have a key role in developing a culture of quality data, by embedding Data Quality principles in the Charity’s core business and technical functions.

Fidelity TalentSource

RPA Analyst

Technical Systems Analyst The Role Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Technical Systems Analyst in Westlake, TX Fidelity’s Brokerage Recordkeepting Technology is looking for an experienced Technical Systems Analyst to lead the technical analysis and support of our application suite that delivers critical archived document management services to the enterprise. The team operates in an Agile environment, supporting both cloud-based and on-premise applications. This role requires a blend of technical and business expertise. It requires collaboration with IT teams, Software Engineers, and Architects. You will work closely with the Engineering Lead to analyze and document Java and DB2 stored procedures and be able to discuss with our engineers how these processes work. You will be expected to perform extensive code analysis and document functionality across multiple applications both API and batch based. You will create supporting artifacts including diagrams, JIRA stories and confluence pages. You will use your excellent written and oral communication skills to convey this information to technical audience. The Expertise and Skills You Bring: <ul> <li>10+ years of total engineering experience with a minimum of 5 years in the role of a Systems Analyst </li><li>Analysis experience with complex enterprise-level, end-to-end processes in a Java and stored procedure based environment. </li><li>Experience with REST, SOAP API technologies and related tools such as Postman and Insomnia </li><li>Proficiency with JSON, Java, SQL and log analysis (Splunk, Datadog) </li><li>Experience with code analysis, repositories, and deployment strategies </li><li>Strong written and verbal communication skills: communicates clearly, concisely, and impactfully to influence others tailoring the information to the audience </li><li>Experience with solution design of new systems and the enhancement and modernization of legacy systems </li><li>Expertise in story writing, testing, creation of diagrams and product documentation </li><li>Ability to take complex features and break them into bodies of work, then break them down further into stories with well-defined business value and acceptance criteria </li><li>A highly curious and motivated learner with strong problem-solving skills </li><li>Takes initiative, finds solutions and follows through with minimal direction </li><li>Ability to navigate through ambiguous circumstances and demonstrate flexibility and adaptability </li><li>Bachelor’s degree required, preferably in Business, Finance, Information Technology, or Management Information Systems </li><li>Prior experience as a Developer, QA or Support Engineer is a plus </li><li>Experience within the financial services industry is a plus </li><li>Cloud experience, particularly AWS, is a plus </li></ul> The Value You Deliver <ul> <li>Work with technology partners to define the scope of problems/issues, in terms of business and/or system requirements and processes </li><li>Translate complex business needs into clear, actionable requirements </li><li>Develop diagrams, story maps, user stories, and clearly convey technical information </li><li>Evaluate design of existing systems to understand their functionality, efficiency, reliability, performance, usage, and maintainability. Document and share this information with the organization </li><li>Collaborate with Agile team members to come up with comprehensive, cohesive solutions </li></ul>

Systems Analyst

Take your career further with McLane! McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. The Operations Director provides leadership and guidance for DC operational functions such as Transportation, Warehousing, facilities management, building layout, racking and systems, inventory management, and quality assurance. They plan, organize, manage, and support the projects and activities required for the DC with the training, tools, facilities and equipment necessary to support growth, QA compliance and continuous improvement towards productivity and service levels. Benefits you can count on: <ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Director of Operations II: <ul><li>Participate in the development of overall business planning and supply chain planning strategies and develop explicit goals and strategies closely linked to the overall business planning and supply chain process. </li><li>Coordinate with Corporate Operations Support staff on strategies to improve service levels and Key Performance Indicators (KPIs). </li><li>Provide leadership for the Transportation and Warehouse departments. </li><li>Communicate the status of activities and results on an ongoing basis. Ensure all affected location and functional interests are represented and addressed; develop/recommend alterations to procedures and best practices where warranted. </li><li>Understand, articulate, and execute all QA criterion set forth in supply chain processes. </li><li>This position has additional duties. Special projects may be assigned at the position supervisor's discretion. </li></ul> Qualifications you'll bring as a Director of Operations II: <ul><li>3+ Have a bachelor's degree in Logistics, Business, Accounting, or a related field. </li><li>Have at least 5 years of experience in all facets of the foodservice distribution Industry, preferably in the QSR sector. </li><li>Accounting, planning, and analytical experience is required. </li><li>Preferred experience with AS/400 systems, JDE, EXCEL, Microsoft Word, and Access programs; XATA, PeopleNet or similar programs. </li><li>Have a detailed understanding of financial statements and resulting cost implications. </li><li>Be able to identify financial issues and provide cost effective solutions. </li><li>Be able to use IT systems to generate and evaluate key performance data. </li><li>Have experience with multi-shift, 6- to 7-day operations. </li><li>Have management experience with large DC and driver workforces (200+). </li><li>Ability to cultivate and manage relationships with customers (100+, comprising 1,000-2,000 stores) and maintain high visibility with major customers, co-ops, and corporate customers. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Director of Operations- Designate

Start a fulfilling career as a Warehouse Selector IV! We're a team. Our success is driven by the collective effort of each member in our warehouse, which has set us apart in the industry for 130+ years. We're dedicated to collectively challenging any supply chain problem with top-of-the-line technology and safety measures carried throughout the process. We wouldn't be where we are without our warehouse team. It's why we've built a culture-focused and diverse environment for you that offers opportunities for advancement with industry-leading benefits. Benefits you can count on: <ul><li>Pay Rate: $21.25 per hour. </li><li>Shift Information: Sunday through Thursday 10:00PM till complete.</li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. </li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days. </li><li>401(k) Profit Sharing Plan after 90 days. </li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul> What you'll do as a Warehouse Selector IV: The Warehouse Selector IV fills customer orders for full-case products by pulling cases from warehouse storage slots. <ul><li>Read or scan labels to identify slot location, product description, and quantity required for each order. </li><li>Pull correct quantities of full-case items and lift onto a pallet or cart. </li><li>Transport selected cases to designated dock area using powered equipment. </li><li>Work safely to prevent injury to people and damage to products. </li></ul> Qualifications you'll bring as a Warehouse Teammate: <ul><li>At least 18 years of age. </li><li>High School Diploma or GED preferred </li><li>Able to perform accurate visual inspections. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Organized </li><li>Problem Solver </li><li>Teamwork Oriented </li><li>Safety Conscious </li><li>Detailed </li></ul> Moving America Forward - Together. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of teammates for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Selector IV 10PM

The Team: The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution. The Role: In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience. The Expertise We Are Looking For: <ul> <li>Bachelor’s Degree required </li><li>5+ years client service or client/vendor relationship management experience </li><li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus </li></ul> The Skills you Bring: <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections. </li><li>Strong experience advocating for the needs of clients. </li><li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business. </li><li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients. </li><li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity. </li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business. </li></ul> The Value you Deliver: <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations. </li><li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients. </li><li>Provide clear and timely follow-up to all client questions and concerns. </li><li>Define, refine, and communicate the progress of the initiative to Fidelity team members. </li><li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process. </li><li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures. </li></ul> How Your Work Impacts the Organization Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients. Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Program Manager

<h3>Job Description:</h3>If you are dynamic, able to drive transformation, and thrive on managing key relationships, this Vice President, Head of ET Vendor Management role may be just what you are looking for!The Vice President Head of ET Vendor Management will work with all levels of management to stand up and manage a Vendor Management function and team within Enterprise Technology.The ability to build effective working relationships with business leaders to champion support of the ET Vendor Management program and related initiatives, and strong change management skills are key elements to success in the position.The role:<ul><li>Lead a team responsible for overseeing key technology vendors across infrastructure, software, cloud, data, cybersecurity, AI, and managed services – ensuring we have the right level vendor oversight, management practices and consistent governance.</li><li>Develop and execute vendor strategies that align with Fidelity’s enterprise technology roadmap, ensuring optimal performance, cost efficiency, and innovation.</li><li>Collaborate with senior technology leaders across ET and business units to understand evolving needs and ensure vendor capabilities are aligned.</li><li>Drive vendor governance and performance management, including scorecards, SLAs, risk assessments, and continuous improvement initiatives in alignment with the Enterprise Vendor Management practices and requirement.</li><li>In partnership with Procurement and Legal, negotiate complex contracts and renewals in ensuring favorable terms and compliance with Fidelity Standards.</li><li>Champion technology excellence by staying current on emerging trends, evaluating vendor capabilities, and advising on build vs. buy decisions.</li><li>Foster a culture of accountability, transparency, and collaboration within vendor management team and across the broader technology organization.</li></ul>The Expertise and skills you bring:<ul><li>Strong technical background with the ability to understand and evaluate infrastructure, cloud, software, and emerging technologies.</li><li>15+ years experience in technology vendor management, strategic sourcing, or IT relationship management, preferably in large enterprise.</li><li>Proven leadership experience managing high-performing teams and influencing senior stakeholders.</li><li>Deep understanding of vendor lifecycle management, contract negotiation, and performance governance.</li><li>Excellent communication, negotiation, and analytical skills.</li><li>Experience working in a highly regulated environment (e.g., financial services) is a plus.</li><li>Bachelor’s degree in Computer Science, Engineering, Business, or related field; MBA or equivalent preferred.</li><li>Demonstrated ability as effective people manager, innovator and change agent.</li><li>Ensure vendor compliance with Fidelity policies, procedures, and standards. Oversee, measure, and report vendor performance relative to contracted expectations, including matrixed responsibilities for supplier management activities in Risk Management, Supply Management, and Legal</li><li>· Lead assessment of vendor risk and monitor vendor financial viability, resiliency, and management stability.</li><li>· Drive continuous improvement with all key suppliers through effective project lifecycle management and business process engineering efforts.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team:The mission of our ET Vendor Management organization is to drive performance, efficiency, and value from the most strategic supplier relationships within the Enterprise Technology businesses we support. We are seeking a dynamic individual with strong program management skills to contribute to business profitability through supplier related financial improvements, proactively identifying and mitigating vendor risk, and driving flawless vendor execution, efficiency, and value. The base salary range for this position is $130,000-264,000 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

Fidelity Investments

Vice President, Head of ET Vendor Management

<h3>Job Description:</h3><h3>Note: Fidelity is not providing immigration sponsorship for this position</h3><h3>Job Description</h3>The Marketing Technology team is seeking a highly skilled and experienced Salesforce Marketing Cloud (SFMC) specialist to join our team. The ideal candidate will be a hands-on leader, accountable for the technical design and configuration, implementation, and optimization of our marketing automation solutions on the SFMC platform. This role requires a deep understanding of SFMC's architecture, a strong background in AMPscript, SSJS, SQL, and API integrations, and the ability to translate business needs into technical solutions. The Specialist will mentor junior developers, promote best practices, and ensure the scalability, security, and performance of our SFMC initiatives.<h3>The Expertise You Have</h3><ul><li>Proven experience as a specialist on complex SFMC projects</li><li>Strong experience with SFMC's core modules, including Journey Builder, Content Builder, Email Studio, Automation Studio, Cloud Pages</li><li>Expert-level proficiency in AMPscript, Server-Side JavaScript, and SQL</li><li>Experience with Responsive HTML/CSS and JavaScript for web and email clients</li><li>Experience with REST/JSON API clients</li><li>Deep knowledge of Salesforce CRM and Marketing Cloud data models</li><li>Experience with Agile/Scrum methodologies and tools (e.g., Jira, Confluence)</li><li>Minimum of 8 years of relevant experience with 4 years in SFMC</li><li>Bachelor’s degree in computer science, or related field, or equivalent practical experience</li></ul><h3>The Skills You Bring</h3><ul><li>Excellent problem-solving, analytical, and communication skills</li><li>Ability to work and learn both independently and as part of a team</li><li>Passion for building great digital customer experiences</li><li>Ability to solve problems and improve processes with ingenuity and innovation</li><li>Experience supporting Financial Services, Marketing and Sales </li></ul><ul><li>Certifications in Salesforce Marketing Cloud and related tools</li><li>Familiarity with version control and CI/CD pipelines (e.g., git, Jenkins)</li><li>Knowledge of Web Security frameworks (e.g., OWASP)</li><li>Experience with other Salesforce Clouds (e.g., Sales Cloud, Service Cloud)</li><li>Diverse knowledge of other programming languages, platforms and tools</li></ul><h3>The Value You Deliver</h3><ul><li>Leadership: Coach a technical team to design, develop and support complex SFMC solutions. Guide the team to make decisions based on long-term view of trends, issues and business implications.</li><li>Best Practices &amp; Governance: Influence and promote development standards, coding best practices, and technical governance to ensure the quality, security and long-term maintainability of solutions.</li><li>Solution Architecture: Collaborate with stakeholders and business analysts to translate business requirements into clear, actionable technical designs following system-design best practices.</li><li>Data Management: Oversee data model integrity, efficiency, usage limits, and data security within SFMC.</li><li>Mentorship &amp; Training: Mentor and guide junior developers, providing technical guidance and fostering a culture of continuous learning.</li><li>Troubleshooting &amp; Support: Act as the escalation point for complex technical issues, providing expert-level troubleshooting. Provide solutions to both immediate and long-term issues.</li><li>Business Impact: Enhance business processes by developing or introducing breakthrough products, services, processes, or technological advancements with measurable business value. </li></ul><h3>The Team</h3>The Marketing Technology team focuses on designing and implementing capabilities and experiences that bring customer strategies to life. Technically creative and nimble, this team is known for creating innovative user-friendly solutions based on complex business requirements from business stakeholders across the organization. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture.<h3>Certifications:</h3><h3>Category:</h3>MarketingMost 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, Marketing Technology--Salesforce

<h3>Job Description:</h3><h3>The Role</h3>Are you looking for a fast-paced Compliance role supporting both traditional finance and emerging tech businesses within Fidelity? As a Senior Compliance Advisor on our team, you will help build compliance oversight programs, including regulatory inventory development, controls documentation and testing, and training. You will work closely with associates in one of our innovation centers, Fidelity Center for Applied Technology (FCAT), reviewing marketing materials and other external content and providing valued guidance as they experiment and build new products and businesses in areas including digital assets and AI. You will also work on our technology compliance program, researching and assessing technology for policy compliance as well as regulatory compliance in areas including electronic communications, records retention, and privacy.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree with 5-7 years of financial industry experience or Masters/MBA/JD with 1-3 years of experience</li><li>Curiosity about emerging technologies, including digital assets and AI</li><li>Comfortable operating in an evolving regulatory environment</li><li>Outstanding written and verbal communication skills with attention to detail</li><li>Committed and collaborative teammate with excellent research, creative problem-solving, and analytical skills</li><li>Strong ability to work independently, multi-task, and prioritize under time pressure</li></ul><h3>The Team</h3>Our team supports Enterprise Services, a business unit within Fidelity comprised of a portfolio of agile, standalone organizations that drive innovation with the purpose of collaborating with Fidelity’s businesses to develop new sources of revenue, explore emerging technologies, enhance operational capabilities, and improve the customer experience.The base salary range for this position is $85,000-171,000 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>Compliance

Enterprise Services Senior Compliance Advisor

<h3>Job Description:</h3>Business Overview Client Experience (CE) is part of Fund and Brokerage Operations and Technology (FBOT), a division under Fidelity Institutional (FI). CE drives the service strategy for FI's client-facing businesses that serve the Fidelity Clearing &amp; Custody Services (FCCS) market, which include banks and broker dealers on the National Financial (NF) platform and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators on the Institutional Wealth Services (IWS) platform. CE also provides service support for single family, multi-family and wealthy family segments of Fidelity's Family Office (FFOS) business. The Purpose of Your Role We provide outstanding customer service to clients through innovation, dedication and commitment to quality! The Client Training Specialist is responsible for delivering product, operational services, and technical Wealthscape platform training, and consultative services to RIA’s in person or virtually. As part of this role, we assist in the development of training materials and documentation because we are considered a subject matter expert on the products and services the company offers. The Expertise We’re Looking For <ul><li>4+ years of work experience in either a financial services or brokerage company </li><li>Undergraduate degree required </li><li>Travel required – approximately 15% (Pre/Post COVID) </li></ul>The Skills You Bring <ul><li>Prior training experience preferred </li><li>Series 7 &amp; 63 licenses required </li><li>Excellent facilitation and presentation skills are essential </li><li>Outstanding communication, organization, accuracy, and attention to detail </li><li>Proficiency with MS Office; specifically PowerPoint and Word </li><li>Superior knowledge of FCCS products and services preferred </li><li>Familiarity with Wealthscape preferred </li><li>Ability to manage projects and work independently with minimal direction </li></ul>The Value You Deliver Training Delivery - Delivers web/video-based and/or on-site training on products, services, and policies and procedures to drive operational efficiencies Project Management - Leads individual assignments and updates resourcing tool to allow for capacity planning and provide status on client training Business Knowledge - Demonstrates ability to navigate the Custody organization through developing a network of contacts that help yield targeted results and understanding how day-to-day work contributes to and aligns with company strategies and plans Relationship Management - Demonstrates integrity and flexibility, understands roles, boundaries and mutual expectations, while establishing rapport when working with RIA Clients, Bank Trust, Retirement Advisors and Record Keepers Interpersonal: Communication, Collaboration, and Leadership - <ul><li>Communicates clearly and appropriately with peers and business partners by articulating personal views and ideas while adjusting communication style to meet a variety of personality styles </li></ul><ul><li>Cultivates relationships in and out of the department to build an informal network of people who can provide information and support needed to complete project tasks and demonstrates a dedication to team goals </li></ul><ul><li>Supports business decisions, raises issues when quality standards do not agree with business goals and knows when to follow and when to lead in making business decisions </li></ul>NOTE: This req is not considering candidates that require sponsorship<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>TrainingMost 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.

Client Training Specialist

<h3>Job Description:</h3>Compliance AnalystThe RoleThe Testing &amp; Reporting Compliance Associate is responsible for completion of Plan Year End Summary (PYES/annual reporting) and Form 5500 work. The position also provides incoming phone support to plan sponsors and auditors via the Testing and Reporting Services Helpline:<ul><li>Preparation of Form 5500 files and/or year-end report processing</li><li>Provide support to other staff members for more advanced and special tier PYES and Form 5500 work</li><li>Respond to basic technical and data related questions from business partners</li><li>Research and reconcile processing errors/issues related to production work</li><li>Provide incoming phone support via Helpline as required</li></ul>The Expertise and Skills You Bring <ul><li>College degree preferred</li><li>3+ years of experience working with Defined Contribution plans</li><li>Defined Contribution plan reporting and/or Form 5500 experience preferred</li><li>Understanding of basic define contribution plan rules – vesting, eligibility, withdrawals</li><li>Basic math and/or accounting skills</li><li>Strong computer/database/recordkeeping skills - specifically Excel</li><li>Demonstrated problem solving skills</li><li>Ability to work effectively with clients and peers</li><li>Basic verbal and written communication skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Testing &amp; Reporting Compliance Analyst works as part of a team to deliver a timely and accurate Plan Year End Summary to our clients to help them meet the regulatory requirements of having a qualified retirement plan. In Testing &amp; Reporting Services, we strive to continuously evolve our processes, systems, and training, to increase quality, drive efficiency, and provide a better experience for our Clients and Associates.<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.

493 Jobs in White Settlement, TX, USA