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<h3>Job Description:</h3><h3>The Role</h3><p>The Expense Oversight (EO) team within the Asset Management Treasurer’s Office oversees a variety of activities and information pertaining to the expenses of the products advised by Fidelity. These products include Mutual Funds, ETFs, Institutional Pools, BDCs, Limited Partnerships and 529s invested across the full asset class spectrum, including alternatives and crypto. Day-to-day responsibilities for the team include:</p><ul><li>Interpretation of expense arrangements</li><li>Delivering instructions to operations teams for processing</li><li>Reviewing results for accuracy, including accruals, payments, and reporting</li><li>Providing subject matter expertise to various stakeholders</li></ul><p>Longer term areas of focus include:</p><ul><li>Ensuring proper execution of controls</li><li>Analysis of risks and controls to ensure proper risk mitigation</li><li>Developing solutions as needed for new products or changing business requirements</li><li>Partnering with key stakeholders on both tactical and strategic systems enhancements</li></ul><p>As a Senior Manager on the Alternatives Team, you will be responsible for the oversight of certain expense types, products and/or processes within our alternatives product lines. In doing so you will engage independently in each the activities listed above, but with the support of a strong Expense Oversight team. This role involves working with and developing relationships within the Treasurer’s Office, Fidelity Fund and Investment Operations, key business partners within Asset Management, and various businesses across the firm.</p><p>This is a demanding role that in turn offers the potential for professional growth through the knowledge and skills that can be gained, and relationships developed.</p><h3>The Expertise and Skills You Bring</h3><ul><li><h3>A minimum of 6 years industry or equivalent experience</h3></li><li>A bachelor’s degree in finance/accounting or equivalent</li><li>Experience with alternatives products – private equity, private credit, real assets, liquid alts, crypto</li><li>Experience in applying technical accounting standards</li><li>Experience with operational risk management and internal controls</li><li>Advanced, working knowledge of MS Excel and PowerPoint</li><li>Motivated self-starter with the ability to work independently</li><li>Apply sound judgment to spot issues, assess risks, and identify items requiring attention</li><li>Make and effectively communicate decisions</li><li>Summarize and present sophisticated findings in a clear, organized, and concise manner</li><li>Possess excellent organizational, operations, and project/process management skills</li><li>Prioritize multiple tasks/initiatives and handle time-sensitive activities</li><li>Unwavering commitment to accuracy, quality, and completion of tasks</li></ul><h3>The Team</h3><p>The Asset Management Treasurers Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.</p><p>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 every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p><strong>Company Overview </strong></p><p>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. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><p>Note: Fidelity is not providing immigration sponsorship for this position.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</p><p>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.</p>

Fidelity Investments

Sr. Manager, AM Treasurers Office - Expense Oversight

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Santa Barbara, CA

<h3>Job Description:</h3><p>Senior Cloud Engineer</p><p><strong>The Role</strong></p><p><br>As an engineer in Fidelity Architecture and Engineering, you will collaborate with technical leadership, stakeholders, and your peers to build the platform for building, running, and managing cloud native applications. You will enable thousands of developers to rapidly develop and deliver applications that will impact the user experience for fidelity.com and the Fidelity mobile application. Empower the teams that support $11 trillion in assets and an average of 2.8 million trades per day.<br> </p><ul><li><p>Create innovative developer experience tools for delivery of microservices and supporting technologies</p></li><li><p>Join a vibrant community of developers in their quest to build shared technology</p></li><li><p>Implement all aspects of the software development lifecycle.</p></li><li><p>Employ problem solving skills to analyze sophisticated engineering challenges<br> </p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>3+ years of programming experience in <strong>Java,, Go, Python </strong>or comparable.</p></li><li><p>Bachelor’s degree or equivalent experience</p></li><li><p>Strong written and verbal communication skills</p></li><li><p>Passion for CI/CD, automation, and DevOps practices to increase delivery velocity</p></li><li><p>(Preferred) Foundation of <strong>Kubernetes</strong> operational skills and tools</p></li><li><p>(Preferred) Experience with cloud providers and platforms such as <strong>AWS or Azure</strong><br> </p></li></ul><p><strong>The Team</strong></p><p>Our Cloud Platform team is focused on building foundational capabilities in the application security area that serve our developers. We enable our teams to securely build and run applications at scale. Our focus is on consistent platforms and tooling that remove some of the mundane tasks related to security and empower developers to focus on customer value. You will be part of a team of engineers that are revolutionizing how Fidelity delivers industry leading customer experiences. Contribute to an engineering community focused on collaboration, consistency, and developer experience.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p>Salary Grade:</p><p>5</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>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.</p><p>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.</p>

Senior Cloud Engineer

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about making a difference? Join our dynamic, cross-functional team dedicated to business enablement within our Customer Relationship Management Product Area. You will work within a squad partnering closely with various stakeholders to gather requirements, design solutions, and ensure successful implementation of Salesforce enhancements used by our Investment Sales organization.</p><p>As a <strong>Product Analyst,</strong> you leverage your expertise in Product Management and Business Analysis to effectively drive business deliverables across the entire Product Development Life Cycle. Your passion for empathizing with customers, defining problem statements and opportunities, collaborating with diverse partners, generating innovative solutions, and bringing those solutions to life!</p><p>There are three primary principles of being a great Product Analyst: </p><ul><li><strong>Strategy:</strong> Understanding the problem or the “why” and aligning it to the mission</li><li><strong>Execution</strong>: This is where and how the work gets done</li><li><strong>Business Readiness</strong>: How do you drive your product to launch and support after launch</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; a master’s degree in business or a relevant technology leadership field is advantageous</li><li>3+ years of experience in an Agile team, specializing in delivery, technology, and full lifecycle software development</li><li>Experience with Salesforce Admin/Business Analyst skills is a plus</li><li>Demonstrated expertise in facilitating requirements workshops: skillfully conducting journey and story mapping exercises, while precisely defining acceptance criteria</li><li>Exceptional analytical skills and technical understanding and use of APIs, relational databases, integrations, and DevOps.</li><li>Proven success in managing large-scale projects within a complex ecosystem, with the ability to develop a deep understanding of the domain</li></ul><p><strong>Note</strong>: Fidelity is not providing immigration sponsorship for this position.<br> </p><p><strong>The Team </strong></p><p>This is an excellent opportunity to join the Product Analysis and Design Chapter Area and work on solutions to drive business forward. The Product Analysis and Design Chapter Area aligns with business partners in an agile way of working! By putting autonomous agile teams at the front of delivering incredible client value and supporting all associates to be motivated towards continuous improvement and career development. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative learning agile culture.</p><p>#ProductAnalysis #BusinessAnalysis #ProductManagement</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p><p>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.</p>

Product Analyst

<h3>Job Description:</h3><p><strong>Senior Cloud Software Engineer - Container Platforms</strong></p><p><strong>The Role</strong></p><p>Do you want to work with leading edge container technologies and build platforms for exceptional levels of scale ?</p><p>As a Senior Cloud Engineer in our Container Management Platforms area, you will work within a diverse team comprised of passionate technologists who believe in the power of innovation and constant collaboration. We believe that small, empowered, self-motivated teams can achieve outstanding things. We are passionate about opensource contribution, sharing our expertise and knowledge with the engineering community while adopting a continuous learning approach support by a dedicated learning day each week.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Must have proficiency and experience building software applications in <strong>GoLang or Python.</strong></li><li>Experience with building<strong> RESTful APIs</strong></li><li>Experience with <strong>Angular UI</strong> applications</li><li>Experience in extending <strong>Kubernetes</strong> including build operators, custom resources.</li><li>Understanding of Kubernetes core concepts.</li><li>Hands-on development experience working with cloud technologies in <strong>AWS and/or Azure,</strong></li><li>Hands on experience building scalable cloud applications. </li><li>Strong understanding of software engineering best practices and principles </li><li>Hands on experience with Continuous Integration and Continuous Delivery/Deployment. </li><li>Passion for the DevOps culture. </li></ul><p><strong>Bonus skills </strong></p><ul><li>Familiarity with GitOps based tooling (ArgoCD)</li><li>Strong communication skills and a passion for working with business stakeholders to drive adoption of best practices and architectural excellence</li></ul><p><strong>The Team</strong></p><p>This is an opportunity for a highly motivated Cloud Engineer to join the Container Management Platform team working in Fidelity Architecture and Engineering, who are responsible for enabling the next generation streaming platforms across Fidelity. We excel in the construction of high quality, secure and scalable cloud platforms using industry-leading engineering principles and practices. We are a global team which has a passion for open source and continuous learning while pursuing engineering excellence in the cloud in a collaborative, open and transparent culture.</p><p>ompt 2, option 3 if you would like to request an accommodation. </p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>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.</p><p>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.</p>

Senior Cloud Software Engineer - Container Platforms - Westlake, TX only

<h3>Job Description:</h3><p>The Role </p><p>As a <strong>Senior Manager, Operations Manager</strong>, you will lead a team of analysts supporting <strong>ETFs, digital currency, derivatives and alternative products</strong>. You will oversee a staff of associates performing accounting and pricing functions and act as the primary contact for daily operational needs, while providing leadership and support in collaboration with other associates within the business unit. </p><p>As a leader of the team, you will provide divisional level support for all aspects of the business including risk management, operational strategy, systems improvement prioritization, communication strategy, customer/vendor/peer relationships, resource alignment, cost control, project management, business continuity and new business opportunities. In addition to operational responsibilities, the <strong>Senior Manager, Operations Manager</strong> is also passionate about mentoring staff and providing career growth opportunities to develop a hardworking team. You will collaborate with other teams within FFIO and business associates across the firm and will interact with senior members of FFIO’s organizations with a high degree of autonomy. </p><ul><li>Provide guidance based on experience and knowledge with product development, implementation, and ongoing operations of ETFs, digital currency and alternative products </li><li>Perform detailed review of NAVS, mils, and yields and assist in resolution of complex exception processing </li><li>Provide functional area expertise, oversight, problem resolution, training, analysis, and reporting as required across a variety of group responsibilities </li><li>Accountable for ensuring client requests are processed within stated service level agreements and adhere to Fidelity and regulatory guidelines </li><li>Ensure that all processes have sufficient Risk and Compliance Controls and policies and procedures are communicated and followed </li><li>Coordinate functions associated with the department’s responsibilities, confirm they are addressed in a timely fashion, and any areas of risk are identified and mitigated. </li><li>Monitor key performance indicators to address factors that are affecting the customer experience </li><li>Collaborate with management to make effective use of available resources across groups and recommend changes to systems, processes, and responsibilities as needed. </li><li>Coordinate business unit wide initiatives and effectively communicate plans to key partners </li><li>Provide direction and partner with associates to build meaningful development plans </li></ul><p><strong>The Expertise &amp; Skills You Bring</strong> </p><ul><li>Bachelor's degree in finance/accounting or equivalent or a Master's degree, preferred </li><li>Good understanding of the finance industry and specifically ETFs, digital currency, derivative operations and alternative products. </li><li>Strong understanding of accounting and back-office operations. </li><li>Outstanding analytical, communication, conceptual thinking, project management, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are musts </li><li>Strong communication skills with the ability to develop and deliver cogent, insightful presentations to all levels of finance and business leadership. </li><li>Presence and judgment to put forward well-reasoned recommendations and engage in dialogue with key decision-makers </li><li>Understanding of financial and accounting principles and how to apply them in business. </li><li><strong>Key Skills: Strategic Problem solver, Encourage and Empower Others, Focus on Innovation, Develop Talent, Lead by Example, Build Key Partnerships, Collaborator, Drive Results </strong> </li><li><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p></li></ul><p><strong>The Team </strong> </p><p>The Accounting Teams are part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting and tax work. The Alternative Accounting Team provides operational support for as well as performs the daily, monthly and quarterly pricing and bookkeeping for Fidelity’s alternative and digital products as well as the ETF funds within FFIO. </p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</p><p>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.</p>

Senior Manager, Fund Accounting

<h3>Job Description:</h3><p><strong>Job Title: </strong>Fidelity Global Security Operations Center (GSOC) - Specialist</p><p><strong>The Role</strong></p><p>As a GSOC Specialist, you will play a vital role in ensuring the safety and security of our company premises, employees, and stakeholders. You will be responsible for dispatching and coordinating responses to various emergencies, analyzing intelligence to mitigate global threats, and supporting our travel security program. Your ability to communicate effectively, manage multiple tasks, and work in a flexible scheduling environment will be crucial to your success in this role.</p><p><strong>Coordinate and dispatch responses to incidents occurring on company premises or at corporate events, utilizing appropriate communication methods.</strong> This includes managing responses to medical emergencies, burglaries, fires, and duress alarms. Operators may also need to liaise with law enforcement, fire departments, or other public safety organizations during emergencies at or near company property.</p><p><strong>Evaluate, analyze, and escalate open-source and subscription-based intelligence</strong> to mitigate and report global threats to company property, employees, and stakeholders.</p><p><strong>Accurately document, thoroughly assess, and promptly escalate instances of potential threats in the workplace.</strong> This involves maintaining detailed records of observed or reported threats, evaluating their severity and potential impact, and ensuring timely communication to relevant security partners for appropriate action. The objective is to enhance workplace safety by proactively addressing and mitigating risks.</p><p><strong>Provide comprehensive support to the travel security program by actively monitoring associate travel and ensuring preparedness to account for them during events of concern or elevated risk.</strong> This includes tracking travel itineraries, assessing potential threats related to travel destinations, and maintaining real-time communication with associates. In the event of heightened risk or emergencies, the GSOC Specialist will coordinate with relevant security teams to ensure the safety and well-being of traveling associates, providing timely updates and necessary assistance.</p><p><strong>Report any unusual or abnormal conditions to the company's security personnel, management, employees, suppliers, and facilities organization.</strong> This involves promptly identifying and documenting irregularities, ensuring clear and effective communication with all relevant parties to address and resolve potential issues swiftly.</p><p><strong>Collaborate closely with internal security, facilities &amp; real estate, enterprise resiliency, and business continuity teams during incidents or events that impact business operations.</strong> This involves coordinating efforts to ensure a unified response, sharing critical information, and leveraging each team's expertise to effectively manage and mitigate the impact of such incidents. The GSOC Specialist will play a key role in facilitating communication, supporting recovery efforts, and ensuring that all necessary measures are taken to protect company assets and maintain operational continuity.</p><p><strong>Receive, evaluate, and disseminate incoming information and reports from company security personnel, field security officers, employees, suppliers, reporting parties, and local agencies.</strong> This involves systematically assessing the relevance and accuracy of the information, ensuring it is communicated effectively to appropriate stakeholders, and facilitating timely and informed decision-making processes.</p><p><strong>Create detailed, fact-based incident reports for distribution to various Fidelity stakeholders.</strong> This involves gathering accurate and comprehensive information about incidents, analyzing the data to ensure clarity and relevance, and compiling it into concise reports. These reports must effectively communicate the key facts and findings. The GSOC Specialist will ensure that all reports are meticulously documented and distributed promptly to maintain transparency and support the company's security objectives.</p><p><strong>Facilitate the coordination of service requests for after-hours access to Fidelity offices.</strong> This involves managing and processing requests efficiently, ensuring that all necessary approvals are obtained, and communicating with relevant personnel to provide seamless access outside of regular business hours.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>· 3+ years of full-time experience in a security function, preferably in an operations or control center setting.</p><p>· Bachelor’s Degree preferred.</p><p>· Computer proficiency with Microsoft Office suite of products.</p><p>· Demonstrated proficiency in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology.</p><p>· Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays).</p><p>· Experience collecting, analyzing, and disseminating open source or subscription-based intelligence is preferred.</p><p>· Providing excellent customer service in a high call volume setting. </p><p>· Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision</p><p>· Must be able to communicate effectively with all levels of the organization.</p><p><strong>The Team</strong></p><p>Join our team and contribute to maintaining a secure and resilient environment at Fidelity. This position is based in Smithfield, RI or Merrimack, NH and offers an exciting opportunity to work with internal security, facilities, and business continuity teams during business-impacting incidents. Ready to make a difference? Apply now and become a key player in our security operations!</p><h3>Certifications:</h3><h3>Category:</h3>Security<p>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.</p><p>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.</p>

GSOC Specialist

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

Investment Consultant - Southlake, TX

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Rollover Retention / Select Services Senior Manager is responsible for the daily operations of two unique teams across multiple Fidelity sites (<strong>Smithfield &amp; Westlake</strong>) and leading 10 – 14 associates responsible for delivering world class service to <strong>top-tier advisor clients with assets &gt; $20 million</strong>, 401k participants and 401k Plan Advisors. Your Teams will be bound to quality and productivity goals, as well as expected to meet and exceed asset retention targets for retaining customers and their 401k assets for Fidelity and our advisor clients.</p><p><strong>The Purpose of Your Role</strong></p><p>You are an influencer who consistently makes a positive impact. You are passionate about coaching, managing, and leading associates to work collectively towards common goals. You’re a motivator, energized by a dynamic relationship management environment. You can coach to key behaviors that help drive business results and empower others to embrace feedback and cultivate an environment focused on asset retention. You inspire others to create the best customer experience possible. In addition to leading your team, you’ll take a leadership role in a dynamic organization, partnering with your peer managers to build a positive and engaging site culture and associate experience. You will partner with leaders in <strong>WI and FI Sales at all levels</strong> to plan, build and execute <strong>rollover strategies and top tier client servicing</strong> support.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Bachelor’s degree or equivalent experience</li><li>Previous leadership/management experience</li><li>Prior experience managing a book of business or leading others who manage one</li><li><strong>Series 7 and 63 required</strong></li><li><strong>Series 24 or 26 required</strong> or needs to be obtained within the first 90 days of hire</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Sound risk mitigation and decision-making skills while ensuring compliance to firm, industry and legal standards acting as a FINRA-registered Supervisory Principal</li><li>Ability to multitask and maintain strong time management skills as you operate two separate computers across two domains to support two unique teams</li><li>Demonstrate ability to obtain extensive knowledge and experience of both FI OSG Client Services and Workplace Investing’s operational processes and systems</li><li>Proven ability to deliver results and present conclusions, trends, and initiatives to peers and Senior Team</li><li>Ability to provide effective mentoring, feedback, and oversight of individual performance to ensure an outstanding client experience</li><li>Highly motivated, learns quickly and performs well under pressure in a fast-paced operations and sales-like environment</li><li>Intellectual curiosity and commitment to continuous learning and personal development</li><li>Thrive in a team environment and demonstrates a willingness to adapt and be flexible</li><li>Successful execution of an effective recruiting, hiring, training and onboarding program</li></ul><h3><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></h3><p><strong>Primary Responsibilities</strong></p><ul><li>Provide management for day-to-day operations for two unique Teams: The Rollover Retention Team who produces revenue for Fidelity by facilitating WI assets and assets outside of Fidelity into Fidelity Advisor products and the Select Services Team which manages a roughly <strong>$10 billion book of business of our top tier advisor clients </strong></li><li>Coach and motivate the team to meet and exceed asset retention targets though effective utilization of inbound and outbound phone time</li><li>Support and assist associates with overseeing a large regional territory and monitoring territory management performance</li><li>Drive asset retention results and market share by executing and delivering on FI strategic initiatives and aligning team and individual execution with these initiatives.</li><li>Lead team to success by identifying opportunities for improvement related to technology, broker-dealer relationships, and territory management efficiency</li><li>Effectively build and manage relationships <strong>with FI Sales/Sales Senior Management/Relationship Management to strategize on approaches and campaigns to increase overall sales and optimize rollover opportunities</strong></li><li>Monitor two email mailboxes used for inbound and outbound correspondence with customers</li><li>Conduct two separate <strong>monthly audits to document adherence to all Legal and Compliance protocols outlined by the SEC and FINRA</strong></li><li>Maintain monthly Central Compliance File by documenting adherence to all Supervisory procedures</li><li>Lead annual Deminimis event for mass account transmission across business unit Transfer Agents</li><li>Identify and influence internal WI partners (Money In/Out, 401k Service, Implementation, Managing Directors) to obtain resolution to complex issues</li><li>Point-of-contact for back offices of partner firms to consult on rollover related policies, procedures, and compliance</li><li>Liaison to internal Technology for CRM and Bot changes and initiatives related to Rollover and Select Services</li><li>Act as a resource for the Teams and other departments by answering technical questions, resolving problems, and providing alternate solutions for high net worth and at-risk clients</li><li>Remove obstacles that may interfere with the efficiency of the team and identify process improvement opportunities</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Brokerage Operations<p>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.</p><p>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.</p>

Senior Manager, Client Services

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a key member of the Corporate Services Finance team, the Senior Financial Analyst supports the Risk, Vendor Management, Global Security, and Finance business units. This is a dynamic and challenging role that requires the ability to multi-task in a fast-paced, sophisticated, and ever-evolving environment. In this role, you will provide financial support and strategic advice to business partners, analyze and interpret spend across the P&amp;L, build capacity plans and models for business areas with volume growth and new products, deliver activity based-costing frameworks and reporting, and lead the annual forecasting and budgeting processes. You will also be responsible for creating and maintaining unit cost metrics and key performance indicators (KPIs), driving month-end close activities and variance commentary, making recommendations on invoice accruals, and delivering recurring financial reviews to leadership. </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree in Business, Accounting, Finance, or Economics</li><li>2–4 years of relevant work experience in financial analysis or a related field.</li><li>Strong analytical, conceptual thinking, and problem-solving capabilities.</li><li>Excellent interpersonal and communication skills, with the ability to influence across all levels of the organization.</li><li>Proficiency in Excel and PowerPoint; experience with Power BI and Anaplan is highly encouraged.</li><li>Advanced analytical and data modeling skills.</li><li>Ability to synthesize complex issues and communicate findings clearly and concisely.</li><li>Quick learner with the ability to thrive under pressure in a fast-paced environment.</li><li>Confidence and maturity to work independently and cross-functionally.</li><li>Flexibility and resourcefulness to manage multiple priorities in a deadline-driven setting.</li><li>Comfort with ambiguity and a proactive approach to problem-solving.</li></ul><p><strong>The Team</strong><br>Our mission as a finance function is to drive exceptional business performance and enhance the long-term value of the firm. The Corporate Services Finance team oversees over $1.3 billion in expenses, delivering insightful, action-oriented financial analysis to support effective decision-making. At Fidelity, we embrace Dynamic Working, a hybrid approach that balances personal flexibility with business needs. <strong>Most associates are expected to work onsite at a Fidelity location for at two full business week every four weeks.</strong> This requirement is subject to change.</p><h3>Certifications:</h3><h3>Category:</h3>Finance<p>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.</p><p>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.</p>

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