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<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 66 - FINRA<h3>Category:</h3>Sales<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.</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

Investment Consultant - Arlington, VA

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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.</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>

Financial Consultant - Louisville, KY

<h3>Job Description:</h3><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 crafting and championing a work environment that attracts the best talent and reflects our dedication to our associates. We are proud of our diverse and inclusive work environment where we respect and value our associate for their outstanding perspectives and experiences.</p><p><strong>BUSINESS OVERVIEW:</strong></p><p>Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services. We help over ~40 million people feel more confident in their most meaningful financial goals, lead employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms with innovative investment and technology solutions to grow their businesses.</p><p>Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.</p><p>Fidelity Fund &amp; Investment Operations (FFIO) is a division of Fidelity Investments, which provides investment management support services to Fidelity businesses and mutual fund shareholders. FFIO provides a wide range of asset servicing functions including proxy research, information and data services, pricing, cash management, accounting, relationship management, and global product services.</p><p><strong>TEAM OVERVEIW:</strong></p><p>The Business Enablement and Strategy team mission is to drive FFIO’s success as a trusted service provider by aligning strategically, delivering with expertise, and fostering strong partnerships—all with an unwavering focus on customer obsession. We lead with insight, enable innovation, and uphold excellence through robust governance, performance management, and continuous growth. Our core functions include relationship management, custodian bank oversight, program management, business management, and strategy and planning, all working in concert to support FFIO’s long-term vision and operational excellence.</p><p><strong>ROLE OVERVIEW: </strong></p><p>The Senior Executive Assistant role is an integral member of the team. To be effective, the role will partner closely with BES leadership and associates at all team levels to develop a deep understanding of team needs and future goals and then support the execution of critical routines to further the relationship teams' brand and customer experience standards.</p><p>In addition, you will provide critical support to the team's Business Partner and Custodian Bank engagement model. Supporting this work involves creating and maintaining complex meetings involving internal and external parties and senior executives. It also requires regular data entry into our Salesforce application, coordinating complex onsite events, visitor pre-clearance, and other tasks. You will also support Business Enablement and Strategy leadership team members, working especially closely with the Director of Business Management in their role as Chief of Staff for the team. This includes supporting cross-team engagement models, strategic coordination efforts, supporting onboarding, offboarding, travel budget management and tracking, and other high-impact initiatives that drive alignment and operational excellence across the organization.</p><p>Within the BES Team, this role will report to the Essential Support Services Manager.</p><p><strong>ROLE OVERVIEW: </strong></p><p>To be successful in this role, you will have experience working within a large organization, being entrepreneurial and creative, and building new relationships and partnerships</p><ul><li>5+ years of experience in the administrative and/or project management industry required</li><li>Bachelor’s degree or equivalent experience required</li><li>Shown success developing and maintaining relationships and partnerships internally with other executives and associates in a sophisticated organization</li><li>Ability to understand and support business routines in CRM tools such as Salesforce</li><li>Strong team orientation</li><li>Experience partnering on cross-functional project teams to achieve a desired outcome</li><li>Demonstrated ability to operate independently across a matrixed organization while supporting a key initiative</li><li><p>Experience supporting contract management or working within contract-driven environments is a plus.</p></li></ul><p><strong>THE SKILLS YOU BRING: </strong></p><ul><li>Natural curiosity and passion for improving day-to-day experience of both associates and customers</li><li>Sophisticated detail and organizational methodologies</li><li>Ability to cultivate collaborative relationships and form effective working partnerships</li><li>Ability to maintain a high level of confidentiality</li><li>Excellent verbal and written skills with proven track record to champion recommendations and influence decisions at all levels of management</li><li>Experience developing and performing meeting and event plans and handling multiple tasks simultaneously</li><li>Dedication to hitting deadlines and strong skills for prioritization and time management</li><li>Sophisticated knowledge of mastering new concepts and tools quickly</li><li>Understanding of MTW (Managing The Work) tools such as FREC, Security, Hospitality, MyAccess, and Workforce Connect a plus</li></ul><ul><li>Proficiency in Outlook, Microsoft Teams, Excel, Word, PowerPoint, and SharePoint.</li><li>One Note and Power BI a plus</li></ul><p><strong>THE VALUE YOU DELIVER: </strong></p><ul><li>Proactively support Senior Executives and anticipate and prioritize their needs</li><li>Handle expenses and help coordinate travel needs</li><li>Think beyond what is asked and challenge (when appropriate) the next steps being proposed</li><li>Optimally manage multiple VP and team calendars</li><li>Help collect, organize, monitor, and distribute information pertinent to all levels of the business</li></ul><h3>Certifications:</h3><h3>Category:</h3>Administration<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.</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 Executive Assistant

<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>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.</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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Bethesda, MD

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 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>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.</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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Rochester, NY

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Fidelity’s Capital Markets - Business Control Group ensures that controls function as expected and that improvements are identified and implemented in a timely manner. We are a control consulting function aiming to enhance the management process, working daily with all levels of management and business functions. We assist oversight groups in evaluating activities and help management understand and address issues promptly. Additionally, we define Supervisor’s requirements for the FCM supervision modernization initiative, leading the product development and testing process through implementation.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><strong>Supervision System Support:</strong> Support the supervisory application, including ongoing activities, process improvements, and documentation. Utilize data analysis to enhance business processes. Assist desk heads in ensuring effective supervision and act as a product lead for the FCM supervision initiative using an agile approach.</li><li><strong>Security Initiative:</strong> Perform control checks, identify issues and process improvements, and manage exceptions to help the business implement enhancements.</li><li><strong>Oversight Coordination and Management Reporting:</strong> Coordinate with oversight groups to ensure effective coverage of FCM, follow up on issues, and implement corrective actions to mitigate business risks.</li><li><strong>Task Execution:</strong> Under the direction of a Vice President, address individual issues, execute controls until process deficiencies are corrected, and ensure timely completion of tasks to meet identified objectives.</li><li><strong>Self-Starter:</strong> Ability to work independently with limited guidance, adhering to agreed timelines and expectations.</li><li><strong>Relationship Management:</strong> Effective skills to collaborate with associates and management for successful outcomes.</li><li><strong>Business Controls:</strong> Advanced understanding of business controls, organizational concepts, control /. Security frameworks, Broker/Dealer supervision. or Knowledge of Agile development is beneficial.</li><li><strong>Analytical Skills:</strong> Ability to quickly identify critical components of a function, differentiate root causes from symptoms, and perform data analysis (Excel or higher-level tools).</li><li><strong>Communication Skills:</strong> Strong ability to disseminate messages effectively.</li><li><em>Knowledge of COBIT/COSO is a plus, but not required </em></li></ul><h3><strong>The Team</strong></h3><p>Fidelity Capital Markets (FCM) is the institutional trading arm of Fidelity Investments providing trading, products and services to a wide array of clients and Fidelity businesses. For more information about Fidelity Capital Markets please visit <a href="http://www.fidelitycapitalmarkets.com/" target="_blank">www.fidelitycapitalmarkets.com</a></p><h3><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></h3><h3>Certifications:</h3><h3>Category:</h3>Operations<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.</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>

Director, Management Controls

<h3>Job Description:</h3><p><strong>Vice President, Thought Leadership – Workplace Investments &amp; Income</strong></p><p><strong>Overview</strong><br>As Vice President of Thought Leadership for Workplace Investments &amp; Income, you will lead a high-impact team dedicated to shaping the future of workplace retirement plans. Your mission is to help clients make informed, forward-looking decisions about investment options that drive meaningful outcomes for their business and their participants. You will serve as a strategic voice for Fidelity, delivering insights that influence internal stakeholders, clients, and the broader industry.</p><p>This role requires a visionary leader with deep expertise in workplace investing, a passion for storytelling through data, and the ability to drive cross-functional collaboration across Fidelity’s Workplace, Institutional, and Asset Management organizations.</p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Strategic Insight &amp; Influence</strong>: Work with business partners to develop and articulate Fidelity’s perspective on workplace investment trends, retirement income strategies, and plan design innovation.</li><li><strong>Thought Leadership Development</strong>: Create compelling, data-driven content that resonates with clients, prospects, and industry influencers. Ensure alignment with business priorities and client needs.</li><li><strong>Data-Driven Storytelling</strong>: Leverage Fidelity’s proprietary datasets and market research to uncover insights and build narratives that drive engagement and impact.</li><li><strong>Cross-Functional Leadership</strong>: Lead and inspire a team of thought leaders. Set strategic direction, manage priorities, and foster collaboration across marketing, product, sales, and relationship management teams.</li><li><strong>External Engagement</strong>: Support client-facing teams in delivering insights to clients, and represent Fidelity externally through client engagements, industry events, media appearances, and strategic partnerships, as needed.</li><li><strong>Team Leadership</strong>: Mentor and develop a high-performing team, fostering a culture of innovation, accountability, and excellence.</li></ul><p><strong>Qualifications</strong></p><ul><li>10+ years of experience in the investment industry, with a strong focus on workplace investing (recordkeeper, asset manager, plan sponsor, advisor, or consultant).</li><li>FINRA Series 7 and 24 licenses a plus (or willingness to obtain)</li><li>Proven track record of developing and executing thought leadership strategies that support business growth.</li><li>Exceptional communication and relationship-building skills; able to influence and collaborate across diverse teams. Editorial experience would be beneficial</li><li>Highly analytical and comfortable working with large datasets and performance metrics.</li><li>Experience leading and developing teams.</li><li>Familiarity with Fidelity’s platforms (Fidelity.com, NetBenefits, PSW) is a plus.</li><li>Bachelor’s degree required; advanced degree or CFA preferred.</li></ul><p><strong>Team &amp; Collaboration</strong></p><p>You’ll be part of the Workplace Research &amp; Thought Leadership team within Fidelity’s Workplace Inclusion, Insights, and Marketing organization. You’ll work closely with partners across Fidelity Workplace, Institutional, and Asset Management, including product, sales, and relationship management teams.</p><p><strong>The Impact You’ll Make</strong></p><ul><li><strong>Industry Leadership</strong>: Advance Fidelity’s position as a recognized leader in workplace investment and retirement income strategy, shaping the conversation and driving innovation across the industry.</li><li><strong>Client-Centric Innovation</strong>: Translate client needs and market trends into actionable insights and solutions.</li><li><strong>Business Alignment</strong>: Prioritize initiatives that drive measurable impact and support strategic goals.</li><li><strong>Amplification</strong>: Ensure thought leadership is effectively promoted and leveraged across channels—internally and externally.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Marketing<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.</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>

Vice President, Thought Leadership-Workplace Investing

<h3>Job Description:</h3><p>The Role</p><p>The Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's Degree</p></li><li><p>5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management</p></li><li><p>Confidently lead by influence and use strong communication and interpersonal skills to work across organizations</p></li><li><p>Analytical, organized, and have strong multi-tasking skills</p></li><li><p>Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities</p></li><li><p>Identify and lead quality improvement initiatives and other special projects for the team</p></li><li><p>Strong knowledge of defined contribution, financial services, and/or benefits industries</p></li><li><p>Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate</p></li><li><p>Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted</p></li><li><p>Monitoring and reporting on project status</p></li><li><p>Consulting with clients to understand their needs</p></li><li><p>Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation</p></li><li><p>Coaching and mentoring others to draw out their skills and expertise</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>As part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<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.</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>

401 Implementation Project Manager

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>The Senior Manager of Strategic Program Enablement will play a key role in advancing the maturity, scalability, and impact of our loyalty strategy. This role ensures teams across the enterprise are ready to activate the loyalty strategy through cross-functional coordination, establishment of recurring routines that will help work flow more efficiently, and designing the structures needed to support adoption. </p><p>Blending deep expertise in loyalty programs with strategic enablement and delivery skills, you will act as a connector across marketing, product, technology, operations, and compliance teams. Your focus will be on clearing blockers, aligning partners, enabling business readiness, and establishing repeatable models and frameworks that help teams move faster and more effectively. </p><p>You bring an understanding of loyalty mechanics and customer engagement, with strong organizational, change management and communication skills. You will manage end-to-end program oversight, enable transparency across teams, and lead readiness and adoption for loyalty capabilities and benefits. Success means increased clarity, momentum, and adoption of our loyalty vision, delivered through structured routines and collaborative execution. </p><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>Bachelor’s Degree in business, marketing, or program management </p></li></ul><ul><li><p>5+ years of experience leading large-scale marketing or loyalty programs (preferably in financial services or credit card/rewards-based industries) </p></li></ul><ul><li><p>Consistent track record delivering cross-functional loyalty initiatives tied to measurable outcomes such as improved retention, increased engagement, and deeper adoption of loyalty benefits and experiences </p></li></ul><ul><li><p>Ability to craft strategic loyalty roadmaps and translate business objectives into executable plans </p></li></ul><ul><li><p>Effective facilitator with outstanding organizational skills who can lead projects with multiple workstreams and brainstorm with the team to generate solutions that address challenges and roadblocks to accelerating value delivery </p></li></ul><ul><li><p>Experience working with senior level partners to synthesize and deliver strategies and delivery plans </p></li></ul><ul><li><p>A flexible teammate willing to get involved and assist the larger team </p></li></ul><ul><li><p>Ability to develop relationships across all management levels </p></li></ul><ul><li><p>Proven change agent capable of mentoring agile practices to teams and individuals from across different functions and experiences as they work through new situations </p></li></ul><ul><li><p>Partners collaboratively with team leaders to enable delivery of the team’s mission through well-executed sprints, leveraging strong organizational skills for leading timelines, risks, interdependencies and reporting </p></li></ul><ul><li><p>Solutions driven approach, proactively seeking-out opportunities to optimize overall team performance, engagement model, efficiency and value delivered </p></li></ul><ul><li><p>Maintains and updates team performance metrics and artifacts, ensuring accurate, clear feedback to the team on how to improve metrics and provide transparency to partners. </p></li></ul><ul><li><p>Enable improvements through mentoring, training, and resource development </p></li><li><p>Program Management Certification or System/Design Thinking experience is a plus. </p></li></ul><p><strong>The Team</strong> </p><p>This role will be a key member of a cross-functional Fidelity Marketing team supporting both the Fidelity Wealth and Fidelity Brokerage Business Units. We are responsible for evolving our overall marketing strategy and reinforcing it with infrastructure and business processes. Our team supports high-priority, executive-sponsored initiatives that are fast-paced and highly visible at the senior-most levels of the organization. This role is ideal for individuals who are energized by inspiring change, motivated by making an impact, and thrive in environments where their work is seen and valued by senior leaders. </p><h3>Certifications:</h3><h3>Category:</h3>Marketing<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.</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, Strategic Program Enablement

<h3>Job Description:</h3><p>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery, and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise, and accuracy.</p><h3><strong>The Skills and Expertise You Have </strong></h3><ul><li>Bachelor's Degree in Mathematics, Economics, Business, or another quantitatively rigorous subject preferred</li><li>3+ years of experience in 401(k), 403(b) industry or benefits consulting</li><li>QKA, QKC or CEBS exams (a plus)</li><li>Superior teamwork skills</li><li>Strong critical thinking and problem-solving skills</li><li>Strong oral and written communication skills</li><li>Strong aptitude to balance and prioritize multiple projects in a fast-paced work environment</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality</li><li>Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations</li><li>Knowledge in qualified and non-qualified defined contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration, including plans with auto-enrollment and safe harbor design features</li><li>Experience and/or strong understanding in determining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans</li><li>Ability to read and interpret plan documents (a plus)</li></ul><h3><strong>The Value You Deliver </strong></h3><ul><li>Preparing documentation for Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs.</li><li>Managing and reviewing projects including defined contribution calculation, enhanced plan administration support, mergers &amp; acquisitions, compliance, plan amendments and plan designs.</li><li>Mentoring and training associates and analysts to ensure continued development of the staff.</li><li>Preparing and delivering reports and client presentations</li><li>Creating project plans, managing / monitoring budgets, and setting internal and client team expectations</li><li>Supporting thought leadership and initiatives across the retirement practice</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3><strong>The Team</strong></h3><p><br>The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.</p>The base salary range for this position is $80,000-$127,000 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>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>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><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.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting

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