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<h3>Job Description:</h3>The RoleThe Associate Analyst, Alternative Investments, Asset Review position plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing by vetting requests to support new products against our acceptability guidelines and asset servicing capabilities.An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market.<ul><li>Creatively construct, design, and implement procedures for new product offerings.</li><li>Assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality.</li><li>Deliver quality assistance to our clients</li><li>Serve as a resource for technical issues and assist associates in problem solving.</li><li>Act as a functional subject matter expert and go-to person for complex situations and daily processing.</li><li>Play a leading role on assigned projects.</li></ul>The Expertise and Skills You Bring<ul><li>2+ years of brokerage operations experience or 5+ years related work experience preferred</li><li>Alternative Investment transaction servicing experience preferred</li><li>College degree preferred</li><li>Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience</li><li>Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment</li><li>Ability to work and build strong relationships across different teams within the organization</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Alternative Investments team supports a leading-edge Alternative Investments platform that offers our customers the ability to represent limited partnerships, non-listed REIT's, fund of funds, registered and privately placed products above the line. Our Alternative Investment group is a part of the Operations &amp; Services Group (OSG) and services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. Demand for our service is growing at a significant rate, making this an exciting opportunity.#FidelityAltsThe base salary range for this position is $48,000-91,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Fidelity Investments

Associate Analyst, Alternative Investments

<h3>Job Description:</h3>We are currently recruiting for multiple positions at the Senior User Experience Designer level.The RoleFidelity Investments is looking for a Senior User Experience Designer specializing in Mobile who is passionate about creating intuitive, mobile-first experiences that make investing simple and accessible for everyone. In this role, you’ll design for native mobile platforms, leveraging their unique capabilities to deliver seamless, responsive, and delightful interactions.We are redefining the financial services industry by changing the way we work and putting the customer first. It’s a fast-paced environment where decisions are data-focused, collaborative, and iterative. The organization deeply values design.Senior UX Designers typically:· Lead the design strategy and execution on their product team, with some guidance and coaching· Help define the design work and deliver business outcomes on the product team· Consult with the product owner to help inform product strategy· Contribute to the culture of the UXD groupThe Expertise and Skills You Bring· 4+ years of UX or related experience is preferred· A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred· Experience working on agile teams delivering value in digital products preferred· Experience running and/or using research to support evidence-focused design decisions preferred· A digital portfolio we can review online is required· An array of design skills, which might include visual, conversational, information architecture, prototyping, strategic design methods (such as design thinking), user research, or writing· Expert knowledge of iOS and Material design guidelines and interactions· Develop and refine interaction patterns, navigation flows, and micro-interactions that enhance user engagement.· Apply best practices for iOS and Android design guidelines, responsive layouts, and touch-based interactions, with an eye for consistency and driving design system adoption.· Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives· A foundation of development knowledge, both web and mobile· Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better· Partnering with user research to understand the customer problems to tackle· Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions· An unwavering curiosity to ask why· Design brings you happinessNote: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role supports Fidelity Brokerage, a group that helps a wide array of customers with services like wealth management, retirement planning, brokerage services, workplace plan administration, college savings, and financial planning and engagement programs. This role also supports Fidelity’s User Experience Design team, a group that delivers simple and accessible digital experiences to its customers.#UXDesign#UXhiring<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost 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 UX Designer, Mobile

<h3>Job Description:</h3>The RoleDo you enjoy data, problem solving, process improvement and knowing how things work? Do you have a curiosity about data and investment management operations? If you’re a collaborative and analytically minded problem solver who wants to work at the crossroads of data quality, governance, analytics, and business operations then we want you to join our team.As a Senior Manager in Data Strategy &amp; Governance, you’ll play a critical role in ensuring that data across Fidelity Fund and Investment Operations (FFIO) is understood, trusted, and accessible, enabling high-quality reporting solutions. Collaborate with FFIO, Asset Management (AM), and FFIO Technology to improve data governance, expand the data catalog, and modernize reporting with OBI and Power BI.Some of the key things you will do in this role are:<ul><li>Partner with Technology and AM Data Governance resources to define and implement a Data Catalog strategy.</li><li>Collaborate with data owners, stewards, and subject matter experts to improve and maintain data taxonomy and business glossaries.</li><li>Develop and deliver educational materials and training to improve associates’ understanding of the data environment.</li><li>Advance FFIO’s reporting strategy by improving usability and scalability while ensuring compliance with data policies and governance standards.</li><li>Proactively engage with service line managers, enterprise cybersecurity and other parties to implement access profiles and entitlements that support appropriate data access controls.</li></ul>The Expertise and Skills You Bring <ul><li>Bachelor's, Master’s degree or equivalent experience with a focus in Finance, Data Analysis or Data Visualization</li><li>8+ years of experience in Financial Services, Data Governance, or Business Intelligence.</li><li>3+ years of experience with data analysis or data management</li><li>Experience with Power BI, OBIEE, or data catalog tools preferred.</li><li>Solid grasp of Data Governance, Data Management, Data Architecture, Data Modeling, Data Warehousing, and Business Intelligence concepts, including Master Data Management.</li><li>Strong expertise in data visualization, reporting frameworks, BI architecture, and experience with tools such as Power BI and OBIEE.</li><li>Familiarity with Agile delivery methodologies and ability to navigate sophisticated organizations, removing roadblocks and driving collaboration across business and technology teams.</li><li>Excellent communication, stakeholder management, and business writing skills, with the ability to develop educational materials that improve data literacy.</li><li>Strategic approach focused on continuous improvement and innovation, with validated ability to lead and influence across diverse teams.</li><li>Experience with or skills for managing data cataloging and collaboration tools (e.g., Informatica Analyst, Informatica Enterprise Data Catalog, Collibra, Mind Manager, SharePoint).</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamThe FFIO Data Strategy &amp; Governance team is part of Fidelity Fund and Investment Operations (FFIO). FFIO provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products.The FFIO Data Strategy &amp; Governance group is dedicated to data and emphasizes three specific areas.<ul><li>Manage the FFIO Data Governance Program. The program is in partnership with Asset Management and aligned with the enterprise Data Management Council to deliver on program goals that will ensure that data is understood, trusted, and becomes easier to access, use, and shared.</li><li>Engage with the FFIO Data Strategy, which aims to define comprehensive, high-quality data solutions to eliminate data redundancy, drive scale and create a dynamic data environment.</li><li>Enable Business Intelligence &amp; Analytics via OBIEE and Power BI. Developing OBIEE solutions through Inquiry Workbench on FFIO-owned subject areas of data for FFIO, AM and other Fidelity Associates. While supporting a robust, scalable, governed Power BI framework for FFIO.</li></ul><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.

Senior Manager, Data Strategy & Governance

<h3>Job Description:</h3>In this role you will develop strong relationships with institutional clients and build internal working relationships with Fidelity personnel in support of existing and new business contract negotiation.The TeamThis role sits within the Sales organization in Workplace Investing. We work with prospects and existing clients through the sales process, renewal process, and during significant contractual changes during their relationship with Fidelity. Our group helps ensure that our prospects and clients have a positive, collaborative experience during the contracting process with Fidelity. The focus of the role is to provide contractual support on business related components of the contract.The Expertise You Have<ul><li>College degree preferred</li><li>10+ years of Relationship Management, Client Service, Implementation Project Management experience; preferably within Retirement/401K/Benefits industry.</li><li>FINRA SIE, Series 7, and 63 required; may be obtained in role</li></ul>The Skills You Bring<ul><li>Extensive benefits/outsourcing experience with a strong knowledge of Fidelity contract provisions</li><li>Understanding of exception management processes and overall contract negotiation strategy/techniques</li><li>Ability to build effective relationships, influence outcomes and drive decisions with key senior internal and external 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 with ability to describe and solve complex issues using clear, simple terms</li><li>Outstanding meeting facilitation and management skills</li><li>Maintains a solid working knowledge or understanding of the Fidelity organization and Fidelity’s vast array of products, services, business solutions and structure</li><li>Comprehensive project management skills</li><li>Strong attention to detail and organizational skills</li><li>Flexibility and positive Team attitude</li><li>Product domain knowledge and expertise (e.g., Defined Contribution, Defined Benefit, Health and Welfare) </li></ul>The Value You Deliver<ul><li>Serving as the primary point of contact, both internally and externally, to manage business negotiations and contract processes with clients, external search consultants, procurement, and legal counsel</li><li>Responsible for oversight of the contract process for new business and renewals, ensuring completion within required deadlines</li><li>Strategize with Managing Director (MD) on client renewal and with Account Executives (AE) on new sales opportunities</li><li>Initiating and facilitate renewal kick-off meetings to confirm renewal timeline, strategy, deliverables, and business owners</li><li>Consulting with the Sales team, Rebid team, or Managing Director in the development of business issue contract documentation</li><li>Working collaboratively with clients, Fidelity Contracts Team and internal business partners during contract negotiations in order to develop creative, flexible and integrated contract solutions in support of relationship management goals.</li><li>Mitigate contractual risk to the firm while maintaining overall client satisfaction with contracting process</li><li>Overall responsibility for the development, negotiation and final business documentation for the contract Agreement between Fidelity and our customers</li><li>Seeking solutions for service delivery &amp; performance guarantees based on client requests during the contract process</li><li>Understanding of Fidelity pricing models and fee levers</li><li>Facilitating debrief meeting with stakeholders (formal hand-off to the team)</li><li>Responsible for all contract deal tracking and reporting within Salesforce</li><li>Ensuring contract decisions are supported by standard or approved exceptions for service model, SLAs, pricing, and terms</li><li>Overall responsibility for resolving business related issues throughout the negotiation process</li><li>Overall responsibility for the development, negotiation and final business documentation for the contract</li><li>Managing the escalation process</li><li>Providing periodic updates on relevant topics and contract trends to senior management. </li><li>Identify areas for contract process improvement or redesign and work to implement changes. </li></ul>The base salary range for this position is $130,000 - $190,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Vice President, Business Contracts- Retirement Services

<h3>Job Description:</h3>This dynamic role is designed for someone who enjoys the pursuit of retaining or attracting Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you.<h3>The Role</h3>This role works closely with Account Executives to win our largest corporate clients in support of WI sales goals. As a Product &amp; Service Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs.This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs.<h3>The Expertise You Have</h3><ul><li>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)</li><li>Bachelor’s Degree required / MBA or other advance degree a plus</li><li>Minimum 7 years related product or industry experience / Fidelity experience desirable</li><li>Series 7 and 63 required (can be attained in role)</li><li>Approximately 15-25% travel requirement</li></ul><h3>Proven Skills and Experiences You Bring</h3><ul><li>Proactively collaborates, influences, and establishes relationships across the organization to deliver results.</li><li>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand.</li><li>Strong listening skills to identify internal and external customer needs.</li><li>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals.</li><li>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy.</li></ul><h3>The Value You Deliver</h3><ul><li>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies.</li><li>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery.</li><li>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos.</li><li>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs.</li><li>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process.</li><li>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers.</li><li>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery.</li></ul><h3>The Team</h3>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.The base salary range for this position is $95,000-186,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director, Product and Service Consultant- Retirement Services

<h3>Job Description:</h3>The Role The Senior Manager of Bank Debt role is a highly visible, dynamic role reporting to the Director, Trade Operations that affords you the opportunity to build and manage a team that works closely with our trading desk and business partners. This role will help maintain a high level of quality within the team while working to improve efficiency in support of a growing business. The Senior Manager will create routines to track the teams deliverables while balancing workloads and staffing needs. This individual will liaise with key stakeholders across Fidelity Fund and Investment Operations (FFIO) and Asset Management to ensure alignment on key initiatives and business objectives.The Expertise and Skills You Bring<ul><li>Bachelor’s degree or higher</li><li>5+ year’s industry experience, preferably in middle or back office operations roles</li><li>Lead and develop a high-performing team focused on delivering accurate, timely, and well-governed settlements, processing, and data to support trading desks, accounting and internal business partners. </li><li>Solid understanding of Broadly Syndicated and Private Term Loan settlements and maintenance</li><li>Strong risk management and process improvement focused experience</li><li>Self-motivated with a high degree of ownership and accountability for results</li><li>Strong experience in operations management concepts and tools</li><li>Strong understanding of change management, organizational strategy and design concepts</li><li>Strong organizational understanding and an ability to work with all levels, both within and outside of the organization.</li><li>Works effectively to get results while both leading and participating on teams</li><li>Excellent communication skills (verbal/written) and a demonstrated ability at influencing change</li><li>Overseeing all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing.</li><li>Identifying and escalating issues, which could have significant impact on daily operations</li><li>Providing exceptional service to the various business partners</li><li>Participating in future project opportunities and facilitate change in a rapidly developing environment</li><li>Assisting with development and review for new and/or changes to departmental policies and procedures</li><li>Collaborating within team environment to successfully manage daily work volumes and quality standard</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamAs part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, settlement, distribution, and reconciliation of Term Loan and Private Credit transactions in support of Accounting and Trading. This role requires phenomenal attention to detail, technical aptitude, ability to work in a time sensitive environment and the desire to think outside of the box. In addition to the technical aspect of the role, the individual also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort.<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.

Investment Trade Operations Senior Manager

<h3>Job Description:</h3>This dynamic role is well-suited for someone who enjoys solving Workplace Investing prospective clients’ most complicated requirements in a fast-paced, unexpected environment. If you are motivated by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you!ASSOCIATE MAY BE BASED REMOTELY<h3>The Role</h3>This role works closely with Account Executives to win our largest corporate clients in support of WI sales goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales process.This role relies heavily on your knowledge of Fidelity’s products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.<h3>The Expertise You Have</h3><ul><li>Defined Contribution and Defined Benefit expertise required</li><li>Health &amp; Welfare expertise desirable</li><li>Bachelor’s degree, minimum; Master's degree preferred</li><li>Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable</li><li>Series 7 and 63 required (can be acquired in role)</li><li>Approximately 50% travel requirement</li></ul><h3>The Skills You Bring</h3><ul><li>Leadership skills including coaching, mentoring, displaying Fidelity’s core values in all situations</li><li>Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions</li><li>Client-facing consultation skill to understand needs, influence, and articulate value vs. risk/reward</li><li>Presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills</li><li>Industry/competitor knowledge and ongoing 'student of the business'</li></ul><h3>The Value You Deliver</h3><ul><li>Strategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception management</li><li>Reviewing plan design, underwriting of legal plan documents, identifying non-standard product and service requirements</li><li>Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps</li><li>Providing subject matter expertise on retirement and benefit issues during the sales and rebid process.</li><li>Presenting Fidelity’s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations.</li><li>Collaborating with prospective clients and representing the Fidelity value proposition as part of the broader solution offering.</li><li>Catalyzing change within the team and business unit with an eye for customer needs.</li><li>Providing real time market feedback to product, systems, and marketing organizations</li></ul><h3>The Team</h3>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales SupportMost 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, Solution Architect- Retirement Services

<h3>Job Description:</h3>The RoleThe Service Consultant is an integral member of the business unit. To be effective, you will uncover client needs and opportunities by proactively developing a deeper understanding of client goals and challenges. With this understanding of your client’s businesses, you’ll identify and implement strategic solutions that influence positive outcomes the business partner. You will manage the client’s product portfolio and work directly with Product colleagues. Together, you ensure clear priorities and deliver efficient business value.With your knowledge and commitment, you will become a collaborative and resourceful member of our regional team, sharing best practices, and driving successful regional results. In your role you will be asked to present to management of both Fidelity Fund &amp; Investment Operations (FFIO), Business Partners, and other key stakeholders across the firm as it relates to the strategic objectives and key initiatives. Within the Relationship Management Team this role will report to the Vice President, Relationship Management.To be successful in this role, you will have experience working within a major enterprise, being entrepreneurial and scrappy, and building new relationships and partnerships.<ul><li>5+ years of relevant work experience in the financial services industry, particularly in relationship management or client support</li><li>Bachelor’s degree or equivalent experience required</li><li>Prior entrepreneurial experience and/or panel management experience desirable</li><li>Solid understanding of financial services, advisory business models and the accompanying ecosystem that supports these advice business models, or ability to build that knowledge quickly</li><li>Proven success developing and managing networks and cooperative efforts internally with other business units in a complex organization</li><li>Strong team orientation</li><li>Experience partnering on cross-functional project teams to achieve a desired outcome</li><li>Demonstrated ability to operate independently across a matrixed organization while supporting a key initiative</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Main contact for Change the Business requests and owner of the clients Product Portfolio</li><li>Partner with Relationship Manager to initiate strategic business discussions with clients</li><li>Natural curiosity and passion for improving day-to-day experience of both associates and customers</li><li>A citizen-developer mindset with experience using technology to solve everyday business problems</li><li>Ability to cultivate collaborative relationships and form effective working partnerships</li><li>Background in developing and applying strategy crafted to effect a change in behavior across a large organization preferred</li><li>Comfort with storytelling in front of large and/or executive level audiences</li><li>Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management</li><li>Experience in creating and implementing project plans while prioritizing multiple tasks at the same time</li><li>Commitment to hitting deadlines and strong aptitude for prioritization and time management</li><li>Proven consulting skills</li><li>Proficiency in Salesforce, Tableau, Excel, Jira, Jira Align a plus</li><li>Conducts backlog grooming and prioritization discussions with business partners</li><li>Help to identify viable solutions and owners to business partners problems</li><li>Escalation point for Tribes for requirements</li><li>Create reporting and provide product portfolio updates in BP Relationship Meetings</li><li>Working with the client to prioritize requests accurately</li><li>Analyzing data/information to advise priorities, decisions and build a point of view to share with your clients</li><li>Monitoring successful execution of solutions and act as an advocate for your clients in order to keep initiatives on track</li><li>Monitoring client satisfaction</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamThe Relationship Management team provides relationship and service management for 32 internal Fidelity business partners and 6 external custodian banks that are servicing Fidelity fund assets. The team plays a critical role in the overall Fidelity Fund &amp; Investment Operations (FFIO) operating model of working with Operations and Product teams to deliver on key priorities and provide a great customer experience for all of FFIO services.<h3>Certifications:</h3><h3>Category:</h3>Client Service 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.

Senior Manager, Service Consultant

<h3>Job Description:</h3><h3>The Role</h3>The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required</li><li>12+ years of relevant work experience in the financial industry</li><li>Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services</li><li>Demonstrated analytical skills with the ability to work with and summarize data from multiple sources</li><li>Experience working with blockchain technology or related enterprises</li><li>Strong understanding of blockchain technology.</li><li>Executive level presentation skills required</li><li>Project management and/or consultative experience</li><li>Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Experience with common data science tools &amp; languages, a plus</li><li>CFA and/or FRM certifications a plus</li><li>Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach</li></ul><ul><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities</li><li>Skilled at operating autonomously to achieve results in a dynamic environment</li><li>Thrives in a dynamic organization where priorities shift to meet evolving business needs</li><li>Superb verbal and written communications skills</li><li>Strong data analysis skills (e.g., tools, strategies)</li><li>Staying abreast of the latest innovations across industry</li><li>Problem solver with a blend of creativity and analytical rigor</li></ul><h3>The Value You Deliver</h3><ul><li>Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.</li><li>Actively perform proactive and targeted data analysis to identify risks for management.</li><li>Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.</li><li>Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.</li><li>Promote a culture of experimentation to ensure continuously learning</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>Asset Management Risk, part of Fidelity’s Risk Organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Director, Digital Assets Risk Operations

<h3>Job Description:</h3>This job requires you to live in the Sunnyvale, CA, as you will be working on local client campuses 4-5 days a week.The RoleThe 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.Specific responsibilities include:<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>The Expertise and Skills You Bring <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>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<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>Joining WEPA means that you will:<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>Company OverviewFidelity 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.Join UsAt 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.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $90,000 - $140,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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