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<h3>Job Description:</h3><p>Fidelity Investments Workplace Investing (WI) organization is seeking an experienced engineer who will play a key role in building new capabilities in the cloud. You will leverage modern agile development practices and architecture patterns. You will be working closely with diverse team of technologists who believe in power of innovation and collaboration and are motivated by operating at fast speed.</p><h3><strong>The</strong> <strong>Expertise</strong> <strong>and</strong> <strong>Skills</strong> <strong>You</strong> <strong>Bring</strong></h3><ul><li>Bachelor’s Degree or equivalent in a technology related field (e.g. Computer Science, Engineering, etc.) required.</li><li>12+ years of software development experience</li><li>Strong knowledge of Java and Spring</li><li>Experience building REST APIs</li><li>Experience with Spring Data JPA</li><li>Experience with public cloud-based technologies such as Azure</li><li>Understanding and experience working with CI/CD processes and tools such as Jenkins</li><li>Passion for engineering excellence and continuous improvement</li><li>Strong analytical, technical, and problem-solving skills</li><li>Ability to learn and experiment with new technologies and patterns</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The</strong> <strong>Team</strong></h3><p>You will be part of the technology team in Stock Plan Services business unit that administers equity compensation programs on behalf of public and private companies offering various compensations programs such as: Employee Stock Purchase Plans, Restricted Stock Awards/Units, Stock Option Plans, Stock Appreciation Rights and Performance based Awards.</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>

Fidelity Investments

Principal Software Engineer (Java, REST, Azure)

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</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>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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>

Financial Representative - Naples, FL

<h3>Job Description:</h3><p><strong>This job requires you to live in Kansas City, MO, as you will be working with local clients onsite some days. </strong></p><p><strong>The Role</strong></p><p>The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.</p><p>Specific responsibilities include:</p><ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul><p><strong>The Team</strong></p><p>The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.</p><ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul><p>Joining WEPA means that you will:</p><ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p>We invite you to Find Your Fidelity at fidelitycareers.com</p><h3>Certifications:</h3>Series 07 - 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>

Workplace Financial Consultant - Kansas City, MO

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings. The Strategic market supports the largest clients with Fidelity with greater than $1B in plan assets.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Experience in employee benefits communications and/or financial services preferred</p></li><li><p>Client consultation experience</p></li><li><p>5+ years creating communication strategies</p></li><li><p>FINRA Series 7 and 63 licenses preferred (or required within 90 days)</p></li><li><p>Highly organized</p></li><li><p>Ability to work independently or collaboratively based on the circumstances</p></li><li><p>Creative problem solving</p></li><li><p>Strong attention to detail</p></li><li><p>Ability to juggle multiple, competing priorities</p></li><li><p>Active and effective listening skills</p></li><li><p>Data driven mindset</p></li><li><p>Curiosity and the desire to learn</p></li><li><p>Executive presence with the ability to present a variety of topics with confidence</p></li><li><p>Teammate who is willing to help the broader organization</p></li><li><p>Ability to influence client direction and decisions</p></li><li><p>Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers</p></li><li><p>Ability to travel up to 25% of the time</p></li><li><p>Manage the creation and deployment of communications related to the 401k plan and associated Fidelity products and services </p></li><li><p>Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements</p></li><li><p>Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps</p></li><li><p>Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution</p></li><li><p>Communicate operational updates to participants such as fund or fee changes </p></li><li><p>Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals</p></li><li><p>Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches</p></li><li><p>Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need</p></li><li><p>Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications</p></li><li><p>Measure and report successes/opportunities based on the results of our communications</p></li><li><p>Estimate cost of projects and bill for our services (when applicable)</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity’s vendors. The purpose of the role is to drive participant engagement with Fidelity’s wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs</p><h3>Certifications:</h3><h3>Category:</h3>Communication<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>

Director, Communications Consultant

<h3>Job Description:</h3><p><strong>Please Note: Fidelity will not provide visa sponsorship for this position.</strong></p><p><strong>Senior Data Analytics and Insights Analyst</strong></p><p><strong>The Role</strong></p><p>Advanced Process Solutions (APS) within Enterprise Technology is seeking a Senior Data Analytics and Insights Analyst to join our team. In this role you will provide Data Analytics and Insights to our leaders and stakeholders providing thoughtful insights that lead to executive decisions, better experiences, and outcomes.</p><p>Are you known for creating compelling, actionable insights with your data and analytic skills? Come join a world-class analytics team and work in an agile way to help power Fidelity forward.</p><p><strong>The Expertise and Skills you Bring:</strong></p><ul><li>Possess 5+ years’ experience and a bachelor’s degree or equivalent experience.</li><li>2+ years of demonstrated experience in Data Management, Data Analytics, or any relevant field.</li><li>Demonstrated expertise in one or more of the following disciplines: Data Governance, Data Privacy, Data Catalog, Data Quality and Business Analysis</li><li>Experience with SQL, Python and Data Visualization tools (Tableau, PowerBI, Excel (Macros, Pivot Tables, advanced features)</li><li>Naturally collaborative with experience working in an Agile environment, including with remote teams, both on and offshore</li><li>Your data tells a story, and the able to present complex data and statistics structured in a symbiotic and clear visual manner.</li><li> Possess excellent written, oral communication, project management and presentation skills.</li><li>Analytic expertise working with structured and unstructured data to identify key insights.</li><li>Oversee the collection, analysis, and interpretation of large and complex sets of data.</li><li>Ensure the accuracy, completeness, and quality of data.</li><li>Generate analytical insights using a range of analytical tools and techniques.</li><li>Collaborate with stakeholders to understand their data needs and requirements.</li><li>Build, develop and maintain data models, dashboards, and reporting systems.</li><li>Identify optimization opportunities and process improvements.</li><li>Analyze, interpret, and report results of analytical initiatives to stakeholders and relevant teams.</li><li>Implement quality controls to ensure quality standards and regulatory requirements are met.</li><li>Communicate results and business impacts of insight initiatives to stakeholders.</li><li>You bring passion to your work and operate with a sense of purpose that inspires and motivates those you work with</li><li>You are intellectually curious, always eager to learn new skills and share the knowledge with others.</li><li>You bring a data-driven approach to decision making.</li><li>You have experience in partnering with key stakeholders to understand their needs and delivering solutions to meet or exceed their expectations.</li></ul><p><strong>The Team </strong></p><p>We bring alignment, structure, and transparency across the portfolio, cutting through complexity so teams can deliver meaningful outcomes for our associates and business partners.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<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 Data Analytics and Insights Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As the SVP and Head of AI/ML Technology, you will oversee the execution of the company's AI strategy. Your responsibilities include establishing the vision for an Enterprise AI/ML Platform that encompasses every stage of the Model Development Life Cycle (MDLC), from initial experimentation through to production. Additionally, you will guide the development and deployment of standardized Core &amp; Common AI Solutions – reusable services designed to deliver measurable business value. Achieving success means enabling secure, ethical, and impactful AI deployment throughout the organization. This position requires a technology leader who brings both engineering and product perspectives to enterprise-level artificial intelligence and machine learning infrastructure. You will ensure Fidelity can securely discover, develop, deploy, and oversee models at scale across the company.</p><p>This position reports directly to the SVP &amp; CIO, Global Head of Enterprise Data and AI. The preferred locations for this role are Boston, MA; Westlake, TX; or Durham, NC, though flexibility will be considered for highly qualified candidates.</p><p>Your responsibilities include:</p><ul><li><p><strong>Enterprise AI/ML Platform</strong>: Own the vision, build, and scale of the AI/ML platform with sophisticated MLOps practice that empowers Data Scientists and ML Engineers with best-in-class capabilities for feature stores, distributed training, experiment tracking, and automated deployment.</p></li><li><p><strong>MDLC Governance Technology:</strong> Implement the necessary technology controls for Model Observability and Governance, ensuring transparency, drift detection, and compliance across the entire model portfolio.</p></li><li><p><strong>Core AI Solutions Delivery</strong>: Lead the team building and managing reusable, high-value AI services (e.g., Speech-To-Text, OCR, Document Intelligence, Natural Language Understanding) that are consumed by multiple business applications.</p></li><li><p><strong>Innovation &amp; Future Tech</strong>: Constantly evaluate emerging AI/ML technologies (e.g., Generative AI infrastructure, large language model deployment strategies) to incorporate into the enterprise roadmap.</p></li><li><p><strong>Stakeholder Alignment</strong>: Partner closely with AI leaders and CIOs across different Business Units to ensure technology enables, rather than hinders, policy execution.</p></li><li><p><strong>Operational Excellence</strong>: Establish rigorous Service Level Objectives (SLOs) and run the Platform Operations function, ensuring 24/7 availability and rapid incident resolution for all mission-critical workloads.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree required; advanced STEM degree preferred.</p></li><li><p>15 + years of general experience and 10+ years of experience in leading teams with data engineers, software engineers, cloud architects, and ML Engineers (or data scientists) to deliver advanced analytics work products.</p></li><li><p>Hands-on experience building and operationalizing an Enterprise scale AI/ML platform capable of handling hundreds or thousands of production models.</p></li><li><p>Proven track record delivering industrialized, common AI services in a regulated environment.</p></li><li><p>Ability to drive organizational change by embedding AI/ML practices directly into core technology delivery teams.</p></li><li><p>Experience with major cloud platforms such as Snowflake and AWS (or other public cloud).</p></li><li><p>Capability to drive open-source implementation, public cloud development environment with hands-on experience with development operations, automation, and testing technologies.</p></li><li><p>Strong executive communication &amp; leadership presence, engaging with executive leadership (C-Suite) are required to frequently participate in core initiatives and has broad exposure to executive leadership.</p></li><li><p>Consistent record of operations collaboration and delivery with the ability to build key relationships and influence business partners on enterprise objectives.</p></li><li><p>Ability to challenge the status quo and facilitate the exchange and creation of ideas to address business challenges and improve performance.</p></li><li><p>Excellent talent skills and agile operating model experience with ability to develop impactful teams by setting clear goals and holding self and others accountable to standards of excellence.</p></li><li><p>Strategically minded; enabling ability to lead the development and implementation of an enterprise strategy and achieve financial and growth goals.</p></li></ul><p><strong>The Team</strong></p><p>You will serve as a senior leader within the Enterprise Technology team, reporting to the Global Head of Enterprise Data and AI function. In this role, you will collaborate with various Business Units, CIOs, Enterprise Architecture, Cybersecurity, Enterprise Analytics Platform, and AI/ML Solutions teams to drive meaningful impact and foster innovation across the $16+ trillion global financial ecosystem.</p><p>Focus on enterprise technology platform capability delivery working with leaders and teams across the enterprise in a collaborative way to ensure digitization strategies are advanced. Much of the work completed must be done in conjunction with technology and operations teams in the businesses.</p>The base salary range for this position is $185,000-$400,000 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>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><h3>Certifications:</h3><h3>Category:</h3>Information Technology

SVP, Head of AI/ML Technology

<h3>Job Description:</h3><p>Reporting directly to the Head of Sales Optimization, Acceleration, and Retention. Ongoing Associate and Plan Sponsor Servicing provides hands-on product leadership with planning, roadmap development, cross functional collaboration, sales delivery, deployment and performance tracking.</p><p>You will work closely with Account Executives, Managing Directors and Partners to win Health and Welfare clients. This position leads a team of Solution Architects and Product &amp; Service Consultants who play a critical role in the sales delivery and support process for Workplace Investing Healthcare business.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Health &amp; Welfare outsourcing services expertise required.</li><li>Bachelor’s Degree, minimum; master’s degree or MBA preferred.</li><li>Experience engaging with senior internal and external clients and partners</li><li>Experience delivering strong results while working in cross-organizational, highly matrixed environments.</li><li>Minimum of 10 years of experience in the healthcare product/industry experience.</li><li>A minimum of 7 years managing a team.</li><li>Experience in Workplace Investing with a solid understanding of operations and service delivery model</li><li>Series 7, 63, and 24 required (can be obtained in the role)</li></ul><p><strong>The Purpose of Your Role</strong></p><p>Guide our team in the delivery of high-quality support in pursuit of new clients. Own the day-to-day leadership of work assignment and serve as a point of escalation with our sales, product and other business partners. Lead team in group initiatives to drive innovation through process re-engineering and automation. Work with leadership team to set strategic direction and key priorities for this team and the Sales Ops group. Gain feedback from internal and external clients and ensure it is infused into how we work.</p><p><strong>The Skills You Bring</strong></p><ul><li>Extensive management and health plan administration experience.</li><li>Strong knowledge of Fidelity’s products and services, management processes and overall Fidelity network a plus.</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal executives.</li><li>Proven capability to deliver to tight timeframes and be successful in fast moving environments.</li><li>Outstanding oral and written presentation skills.</li><li>Strong communication and facilitation skills.</li><li>Outstanding meeting management skills.</li><li>Project management.</li><li>Strong organizational skills.</li><li>Ability to manage client relationships and positioning in order to effectively coach team related to escalations and general positioning.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Managing day to day activities for associates – including deal assignments and balancing requests to support WI Healthcare sales goals.</li><li>Managing prospect relationships and positioning to effectively coach team related to escalations and general positioning.</li><li>Working with peers and business partners to maximize resources and meet the demands for end-to-end sales support process.</li><li>Partnering with Management Team to drive initiatives to improve scale, increase efficiency and decrease cost where possible.</li><li>Assisting team in managing RFP responses and overall deal quality through entire sales cycle</li><li>Managing group initiatives to support key business goals.</li><li>Providing input to the sales strategy.</li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>The Sales Delivery leadership role plays a key role in the Workplace Investing Sales process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, superior participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual WI sales goals.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support<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>

Vice President, Head of Healthcare Sales Delivery

<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 $61,000 - $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>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>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Bellevue, WA

<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 $61,000 - $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>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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Brea CA

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>The Trade Management Engineering group is the team responsible for providing trading solutions for Fidelity’s Capital Markets division. This is a hands-on role as an individual contributor and responsibilities include technical and business requirement gathering, technical leadership, and mentoring peers.</p><p><strong>The Expertise You Have</strong></p><ul><li>BS or Master’s in Computer Science, Information Systems, Engineering, Mathematics, or Finance.</li><li>10+ years of low latency systems development experience in C/C++ on Linux, with good understanding of UNIX IPCs.</li><li>Very proficient in UNIX Shell scripting.</li><li>Knowledge of Equity/Options trading systems and market data is plus.</li><li>Knowledge of time series database, KDB is a plus.</li><li>Strong interpersonal, relationship management, and facilitation skills.</li><li>Excellent written and verbal communication skills with business and technical team members across the organization.</li><li>Ability to read/analyze code and logs for requirement gathering, defect/incident triage, and root cause analysis.</li><li>Ability to understand and design the technology and software architecture of an application.</li><li>Ability to quickly learn, adapt and strive to meet the needs of a fast paced, changing environment.</li><li>Ability to multi-task effectively.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Expert knowledge and experience of taking complex features and breaking them into clear and concise stories with well-defined business value and acceptance criteria.</li><li>Experience analyzing, documenting, and modernizing legacy systems and workflows.</li><li>Experience with minimum viable product definition and product backlog management.</li><li>Ability to comprehend and articulate end-to-end system or financial workflows.</li><li>Strong leader with a collaborative work style and hands-on team leadership.</li><li>Ability to manage competing priorities and communicate impediments appropriately.</li><li>Ability to establish and maintain trusted relationships between business partners and technology groups.</li><li>Understands the value of trade off conversations with business partners.</li><li>Experience working with QA and customer-facing resources to develop, document, and track use cases.</li><li>Experience detecting and managing scope changes, as well as escalating and managing-to-resolution of issues.</li><li>Effective management of project-related tasks, issues, and planning.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Responsible for translating program priorities and features into deliverable tasks.</li><li>Lead the requirements gathering of new features and/or enhancements for our retail and institutional financial services platform.</li><li>Collaborate with technology and business teams to deliver high-quality solutions for business problems.</li><li>Bring curiosity and a questioning mind-set to work, asking always about the why and the value of new features/enhancements to the platform.</li><li>Contribute to enhancing systems analysis practices across a global team.</li><li>Monitor documentation standards and best practices.</li></ul>The base salary range for this position is $107,000-216,000 USD 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>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><h3>Certifications:</h3><h3>Category:</h3>Information Technology

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