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<h3>Job Description:</h3>The Administrative Assistant of Personal Investing Regional Centers supports leadership at all levels and ensures that communication, Licensing, compliance and other business procedures run effectively and efficiently.The Expertise We’re Looking For<ul><li>A bachelor's degree strongly preferred, or, secretarial certificate/ related work experience.</li></ul><ul><li>3+ years of meaningful experience preferably in a professional environment</li></ul><ul><li>Ability to form relationships and be proactive while communicating effectively with all levels</li></ul>The Purpose of Your RoleYou will deal directly with and provide support to management at all levels of the company and frequently deal directly with customers and business partners as well. Your excellent communications skills will be constantly demonstrated, as will your ability to handle multiple tasks simultaneously as you serve as a focal point of a dynamic, fast-paced business environment.The Expertise and Skills You Bring<ul><li>A bachelor's degree strongly preferred, or secretarial certificate/ related work experience.</li><li>3+ years of validated experience preferably in a professional financial services environment</li><li>Ability to be proactive and communicate efficiently with all levels</li><li>Ability to maintain a high level of confidentiality</li><li>Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook)</li><li>Good writing and grammatical skills (i.e. for generating and editing memos)</li><li>Consistent track record to prioritize, react and think quickly</li><li>Self-starter with strong sense of ownership and involvement is critical</li><li>Ability to seek clarification or assistance when needed</li><li>Willingness to get involved with the work of the larger team</li><li>You will provide periodic expense report and travel management support for the Managers and Sr leaders.</li><li>You will have the responsibility of office management including maintaining office supplies and acquiring computer/equipment support.</li><li>You will handle calendar management using Microsoft Office scheduling and coordinating meetings.</li><li>Desire to work on ad hoc projects as required</li><li>Flexible enough to work overtime when needed</li><li>Creation of reports and high-quality presentations using Excel and PowerPoint</li><li>Assistance with larger group initiatives, including moves, space planning, etc.</li></ul>The Value You Deliver<ul><li>Polished attitude with professional maturity and positive character</li></ul><ul><li>Have a high proficiency with Microsoft Office software (Word, Excel, PowerPoint, and Outlook)</li></ul><ul><li>Must be detail-oriented and possess strong communication and interpersonal skills</li></ul><ul><li>Confirmed ability to prioritize, react and think quickly</li></ul><ul><li>Desire to work on ad hoc projects as needs arise</li></ul><ul><li>Excellent writing and grammatical skills (i.e. for generating and editing memos)</li></ul><ul><li>Must be flexible enough to work overtime when needed</li></ul><ul><li>Self-starter with strong sense of ownership and involvement is essential</li></ul><ul><li>Heavy calendar management utilizing Microsoft Outlook</li></ul><ul><li>Scheduling and coordination of meetings</li></ul><ul><li>Creation of reports and high quality presentations utilizing Excel and PowerPoint</li></ul><ul><li>Coordination of domestic travel arrangements and processing expenses</li></ul><ul><li>Assistance with larger group initiatives, including moves, space planning, etc.</li></ul><ul><li>Special projects and other administrative duties as needed</li></ul>How Your Work Impacts the OrganizationThe administrative staff at Fidelity plays a vital role in the company's success, and the individuals serving in these positions are recognized by their colleagues as key members of the team. Excellent communications skills will be constantly put to the test, as will the ability to prioritize multiple tasks simultaneously serving as a focal point of a dynamic, fast-paced business environment.<h3>Certifications:</h3><h3>Category:</h3>AdministrationMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Executive Assistant

<h3>Job Description:</h3>Job DescriptionSenior Consultant, Fidelity Consulting The RoleAs a member of the Fidelity Consulting (FC) team, this role sits in a collaborative, fast-paced, and innovative environment at Fidelity Investments! You will be immersed in unique project environments, develop and learn from leaders, while solving some of our most critical business issues. The Senior Consultant drives projects that seek to tackle Fidelity’s most pressing business challenges. This position will: own and deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer perspectives into a broader business conversation.The Expertise &amp; Skills you bring<ul><li>You hold an MBA.</li><li>You have 5-10 years of work experience, including pre-MBA experience; prior management consulting experience is strongly preferred, and financial services industry experience is a plus.</li><li>Analytically minded with excellent communication skills</li><li>Ability to add value to hard-working teams</li><li>Prior management consulting, strategy, or similar experience preferred</li><li>Strong research &amp; analytical skills, including the ability to synthesize findings and develop practical, impactful recommendations</li><li>Capable of communicating with and influencing Fidelity leadership through relationship-building and high-quality presentations</li><li>Demonstrates an aim to develop creative approaches to problem solving</li><li>Strong attention to detail and comfort with ambiguity</li><li>Can-do attitude and intellectual curiosity</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Consulting (“FC”) consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.<h3>Certifications:</h3><h3>Category:</h3>ConsultingMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Consultant, Fidelity Consulting

<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>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>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<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant- Franklin, TN

<h3>Job Description:</h3>Job Description:The Global Security Operations Center (GSOC) Senior Security Manager is a key leadership role within Fidelity’s Global Security team. This role is responsible for supporting and leading the GSOC teams through strategic, technical, and operational objectives and coordinating crisis situations that impact our associates, business units and physical locations. The GSOC Senior Security Manager will use their leadership and knowledge of people, operations, systems, intelligence gathering and analysis, crisis/incident management, and Fidelity business units to help build and deliver a security plan of action and to make sure that operational teams are performing effectively. This role is instrumental in driving technical and procedural solutions for the GSOC that are thoughtful, innovative, and contribute to the safety and security of Fidelity associates, business units and locations throughout the world.Job Responsibilities:<ul><li>Applies advanced knowledge and experience to coordinate and oversee multiple activities within Security Operations including the delivery and implementation of the Visual Command Center, asset protection, risk evaluation, response, investigative support, life safety monitoring and crisis management services.</li><li>Provide leadership, guidance, and mentorship to Specialists and Lead Specialists in the execution of their core responsibilities, including threat observation, analysis, monitoring, and reporting. Ensure performance objectives are consistently met in alignment with GSOC operational standards, while fostering a culture of collaboration and teamwork that drives both individual and collective success.</li><li>Ensures staffing levels meet operational needs and develops training appropriate for the Specialist and team Lead Specialist roles.</li><li>Evaluates teams use of various security systems and best practices using a data driven approach. Areas of evaluation include visual command center alerts, geo-fencing alerts, access control, video management, life-safety, communication skills on the phone and radio, proper use of mass-notification systems to facilitate the response to potential security/safety events, as well as incident and event reporting.</li><li>Promotes a culture where employee wellness and professional development are critical to maintaining a skilled and motivated workforce.</li><li>Required to problem solve in complex and time sensitive circumstances to ensure a safe and secure associate work environment and to prevent or reduce impact to business operations.</li><li>Provides analysis of incident and event data to ensure reporting is accurate, timely and relevant. </li><li>Makes operational decisions based on current physical security and risk analysis best practices.</li><li>Responsible to monitor use of technical resources and where needed escalate to and assist technology team with system troubleshooting.</li><li>Provides guidance to site/branch leadership during incident/crisis response. </li><li>Leads projects that meet both technical and non-technical operational objectives, enhances team efficiency, and addresses identified gaps.</li><li>Required to act as event director or communications manager on incident bridge calls to enable business decision making and deliver incident communication to associates.</li><li>Manage and address situations of a stressful or sensitive nature, while maintaining Fidelity’s confidentiality and information security practices.</li><li>Collaborate with stakeholders to ensure technical solutions, workflows, and processes for the Global Security Operations Center are thoughtful, innovative, efficient, and forward-looking.</li></ul> Qualifications:<ul><li>Integrity and professionalism</li><li>Bachelor’s Degree</li><li>5+ years of security, law enforcement, emergency services, military, or other relevant experience.</li><li>Previous experience working in and leading personnel in a Global Security Operations Center (GSOC), or similar command center environment.</li><li>A positive attitude with excellent verbal and written communication skills.</li><li>Experience directly managing people or leading a team.</li><li>Experience triaging and escalating Workplace Safety issues. </li><li>Broad knowledge of and experience with open-source intelligence gathering, analysis, and reporting best practices.</li><li>Basic experience configuring/administrating technical security systems such as access control, alarm/video monitoring platforms and other data capturing systems.</li><li>Proficiency in Microsoft Office programs (Word, Excel, SharePoint, Office 365)</li><li>Basic project management experience.</li><li>Experience in crisis and incident response, focusing on the ability to maintain a calm and efficient response in high-pressure settings.</li><li>Ability to interact with staff at all levels in a high pressure and fast paced environment.</li><li>Ability to work in a flexible scheduling environment (nights, weekends, and holidays) as operational needs dictate.</li></ul> This position will be based in Merrimack, NH and will report to the Vice President of the Global Security Operations Center.<h3>Certifications:</h3><h3>Category:</h3>SecurityMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Security Operations

<h3>Job Description:</h3>Director, Signature Venues &amp; Specialty Dining TitleThe RoleThe Director will play a pivotal role running our Signature Venue spaces, facility guest &amp; specialty dining experience and operations, budget management and staff coordination.This is a crucial role in ensuring a smooth transition to a new facility/office and lead both the opening and ongoing operations. They will partner closely with the Workforce Planning &amp; Real Estate team to ensure cohesion in running physical space, visitor experience and related technologies for general meetings &amp; events in the space.This Director will lead all aspects of specialty dining operations including, collaborating with the Executive Chef on menus, procurement and other food service-related operations. They manage all aspects of the dining rooms, including handling reservations and ensuring efficient and outstanding service.This person is a key figure in ensuring a memorable and positive experience for guests, while also leading the front-of-house staff and operations with efficiency and integrity.The Expertise and Skills You BringThe Director will be a self-starter who is inquisitive and creative with a lens for operational and experiential excellence, coupled with a natural curiosity about the F&amp;B industry and market trends. The successful candidate be responsible for creating and executing a strategy and leading the operating model for associate and client engagement within our signature spaces. They will proactively collaborate with several groups/stakeholders to ensure smooth coordination and efficient service and be comfortable and confident engaging with all levels of the organization.Focused on welcoming, attentive, and exacting customer service, you will showcase a strong attention to detail, flexibility and an ability to function in a fast-paced environment and adapt to changing situations, as well as quickly solve problems and anticipate situations. As a leader you are approachable and have a proven track record to work under tight deadlines on multiple, concurrent responsibilities and the capability to handle multiple tasks simultaneously and prioritize effectively.Strong leadership skills with experience in training and mentoring staff are critical, as the role will train, supervise, and lead the front-of-house staff, ensuring they provide excellent service, as well as coordinate with kitchen and service staff for a seamless, outstanding back-of-house experience.The individual will have excellent verbal and written communication skills to work well with guests (executive and C-suite level) and staff including executive chef(s). Finally, the ability to handle customer issues, through the implementation of a feedback channel (handling complaints, ensuring guest satisfaction and a positive experience) and make decisions quickly and effectively is paramount.<ul><li>7+ years’ experience in a professional/corporate setting</li><li>Experience in high-end client meeting centers, luxury hospitality or executive dining, with opening experience a plus</li></ul>The TeamThis role is part of the dynamic Meetings and Events team, which collaborates with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide objectives.<h3>Certifications:</h3><h3>Category:</h3>Event ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Signature Venues & Specialty Dining

<h3>Job Description:</h3>Job Title: Execution Services Team LeadLocation: BostonWorking Hours – Local TimesBoston: 8:30 am – 5pm (Shift rotation for every 4th weekend work)The Purpose of Your RoleFidelity Digital Asset Services ℠ is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. The Execution Services Operations team is responsible for identifying and resolving trade breaks, proactively monitoring order flow, identifying, and escalating trade discrepancies, resolving trading and exchange-related disputes, and providing key external client support. To be effective, you will work closely with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to ensure understanding of client trading and operational needs as well and drive overall satisfaction. With your knowledge and commitment, you will become a collaborative and resourceful member of the team, sharing best practices and driving successful results.The Expertise we’re looking for<ul><li>Bachelor's Degree preferred</li><li>5+ years of trade &amp; post trade execution support &amp; knowledge of trading and industry practices/tools</li><li>In depth knowledge of front to back trade lifecycle</li><li>Daily workflow management experience in setting shifts and ensuring work is completed within SLA</li><li>Strong attention to detail and experience in reviewing others work</li><li>Experience and demonstration of working within a procedure and controls operational environment – familiar with audit process</li><li>Strong process management &amp; decision-making skills</li><li>Prior experience in taking the lead on key projects or initiatives</li><li>Experience in supporting testing in UAT &amp; Production environments</li><li>Deep knowledge of Retail &amp; Institutional clients, accounts (e.g. hedge funds)</li><li>Understanding and demonstration of quantitative &amp; analytical skills and experience with associated platforms</li><li>Relationship building skills across teams, business units, and national peers</li><li>Proficient skills in various PC software applications to include Microsoft, Access, Excel, Word, Power point</li><li>Cryptocurrency knowledge an advantage</li></ul>The Skills You Bring<ul><li>Your excellent interpersonal, verbal, and written communication skills</li><li>Your ability to work well on global teams and in fast-paced, cross-collaborative environments</li><li>Your ability to think analytically and deliver solutions to complex challenges and recognize when escalation is required</li><li>Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions</li><li>Your passion for thought leadership in innovation &amp; promotion of change amongst the group</li><li>Your success in navigating and thriving in a dynamic, growing new business</li><li>Your understanding of risk inherent to Institutional trade execution</li></ul>The Value You DeliverAt Fidelity, collaboration isn’t just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you’ll deliver are:<ul><li>Coaching and developing a team of associates to deliver an outstanding experience to our clients</li><li>Prioritizing and handling critical issues/exceptions that are received from clients/ business</li><li>Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency and policy &amp; procedures</li><li>Driving high satisfaction, quality, and efficiency for both the client and FDAS</li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionCompany OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Execution Services Team Lead

<h3>Job Description:</h3><h3>Engagement Lead, Fidelity Consulting </h3>The Role As Engagement Lead, you lead the day-to-day management of strategy projects critical to Fidelity Businesses. Our projects aim to solve Fidelity’s most critical business issues, and your role is highly valued by business leaders to drive critical thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelity’s businesses. These projects are typically staffed with three to six associates over a four to six-month timeframe. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes. The Expertise &amp; Skills you bring <ul><li>You hold an MBA.</li><li>The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.</li><li>You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus.</li><li>Demonstrated interest or experience in the financial services industry, particularly in the intermediary and institutional space.</li><li>You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.</li><li>You have both the flexibility and the skill to lead and contribute to teams.</li><li>Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation</li><li>Understanding and knowledge of the financial intermediary and institutional industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape</li><li>Understanding of key intermediary and institutional activities including but not limited to investment sales, capital markets, advisor solutions and go-to-market strategies.</li><li>Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research</li><li>Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations</li><li>Ability to assess risk and operationalize findings - turning research into actions</li><li>Proficient in quantifying challenges and requirements related to execution</li><li>Driver of decisions in complex environments with multiple partners</li><li>Skilled in building relationships with peers and executives in a variety of capacities</li><li>A desire to work with people development and mentoring</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.<h3>Certifications:</h3><h3>Category:</h3>ConsultingMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Engagement Lead

<h3>Job Description:</h3>Job Description<h3>Consultant, Fidelity Consulting </h3>The Role As a Consultant, you will partner to drive projects that seek to tackle Fidelity’s most pressing business challenges. The Consultant works on an all-star team in support of Fidelity’s business challenges and emerging initiatives You will: contribute and deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation.The Expertise &amp; Skills you ring<ul><li>You hold a bachelor’s degree</li><li>You have 3-5 years of work experience; prior management consulting, strategy, financial services or similar experience preferred</li><li>Experience with team project work, general management, and/or analytics and conceptual problem solving</li><li>Analytically minded with strong written and verbal communication skills</li><li>The expert ability to create business insights</li><li>You are a measured, focused and results driven individual and an ambitious team player</li><li>You have strong research and analytical skills, including the ability to synthesize findings and develop practical, concrete recommendations</li><li>You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations</li><li>Tenacious attitude and intellectual curiosity</li><li>You have strong attention to detail and comfort with ambiguity</li><li>You are confident and strive for continuous self-improvement</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.<h3>Certifications:</h3><h3>Category:</h3>ConsultingMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Consultant, Fidelity Consulting

<h3>Job Description:</h3>VP, Head of Alternative and Impact InvestmentsThe RoleThe VP, Head of Alternative and Impact Investments will manage a team of investment experts that work on behalf of the charity and who are responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other alternative and non-traditional investments. This team will also work closely with external fund managers, general partners, and custodial staff to support the timely execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio. This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.In this role, you will define and communicate the direction and strategy of the alternative investments and impact investments capabilities. You will work across the organization to influence outcomes and gain alignment on initiatives. You will set standards of care, policies and guidelines that will drive the work of the team. You will provide managerial oversight of the team, including the establishment of controls and reporting. You and the team will support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers). You will work across the management teams to identify and implement opportunities to improve service quality and operating efficiency, optimize costs, and mitigate operational risk. You will serve as the main point of contact for organizational strategic and departmental initiatives and projects related to alternative investments and impact investments. You will work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment. You will cultivate a sense of partnership and collaboration, and support an inclusive and respectful work environment. Mentor and develop team members to their full potential. Adhere to Fidelity’s leadership principles.Your team will conduct due diligence reviews on proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines. They will provide transaction support and oversight through analyzing, onboarding and maintaining complex, non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation support, investment and operational due diligence reports, and documentation. They will collaborate with internal legal and tax teams as needed to support a transaction. They will provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.The Expertise and Skills You Bring<ul><li>15+ years’ experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust.</li><li>MBA or graduate degree in finance, economics, or related field</li><li>CFA and/or CAIA, or progress towards these certifications is preferred.</li><li>Demonstrated experience setting multi-year strategies for a functional team, working across an organization to gain trust and alignment with other senior leaders.</li><li>Strong intrapersonal skills, building and strengthening relationships, influencing without authority.</li><li>Proven experience leading a team of successful professionals and experts, including mentoring and career development.</li><li>Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments</li><li>Strong understanding of impact investments, including ESG, PRIs, and the landscape of impact-oriented solutions</li><li>Deep understanding of investment offering materials, including limited partnership agreements and subscription documents</li><li>Experience with investment and operational due diligence</li><li>Experience with investment policy statements</li><li>Strong analytical skills; excellent verbal and written communication skills</li><li>Experience with business cycle planning, budgeting, forecasting, resource planning</li><li>Experience identifying and maintaining sound internal controls and data quality environment.</li><li>Experience working with technology teams to drive business requirements for system enhancements</li><li>Superb work ethic, attention to detail, team orientation, and commitment to excellence</li><li>Strong interpersonal skills, and ability to form and maintain strong business relationships. Ability to influence without authority when needed.</li><li>Experience with Advent, Bloomberg and alternative investment third party services is a plus.</li></ul><h3>The Team</h3>Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

VP, Head of Alternative and Impact Investments

<h3>Job Description:</h3>VP, Head of Complex AssetsThe RoleThe Complex Asset Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies.The VP, Head of Complex Assets will manage a cross-functional team that will oversee such contributed assets from initial inquiry, to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets.Serving at the intersection of wealth creation and philanthropy, you will help make more of a difference for business owners, private equity investors, and their professional legal, tax and financial advisors, who are increasingly seeking more strategic ways to use growth investments to improve their philanthropic impact.The Expertise and Skills You Bring <ul><li>J.D. required</li><li>B.A. or B.S degree required</li><li>LLM in Tax a plus</li><li>Five years of law firm or in-house experience preferred</li><li>Experience in mergers and acquisitions, taxation, tax exempt-organizations and private capital markets desired</li><li>Experience and high level of competence in the areas of due diligence and assessment of risk in connection with equity interests in private corporations, limited partnerships (such as private equity and hedge fund and other alternative investment vehicles) and limited liability companies</li><li>Curiosity about philanthropy and planned giving a plus</li><li>Experience managing a high-functioning team of experts</li><li>Strong people management skills, and ability to coach and develop the team</li><li>Strong analytical and detail-oriented aptitude</li><li>Strong oral and written communication skills</li><li>Dynamic and personable with a proven track record of taking the lead</li><li>A strong work ethic</li><li>A continual learner with desire to expand areas of expertise</li><li>Professional and positive demeanor.</li><li>Outstanding time-management skills and the ability to prioritize and respond to competing requests.</li><li>Ability to define and communicate clear direction and strategy for the team</li><li>Strong decision making skills</li><li>Strong risk manager</li></ul>The TeamFidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<h3>Certifications:</h3><h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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