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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As an <strong>Alternative Accounting Analyst</strong>, you will have responsibility for all aspects of accounting operations for liquid alternative investment products. You will perform accounting and pricing functions and act as a contact for daily operational needs. The role requires daily, monthly, quarterly and annual deliverables, implementation of pivotal initiatives, and relationship management.</p><ul><li>Research and validate mutual fund impacts using accounting systems to accurately account for shareholder’s interests while maintaining Fidelity’s reputation.</li><li>Identify areas for improvement across the organization to reduce financial exposure and risks.</li><li>Execute sophisticated financial transactions and deliver accurate information to support all clients.</li><li>Provide oversight for complex fund accounting, validate results, and conduct quality control of outsourced providers.</li></ul><ul><li>Communicate with internal and external business partners to problem-solve and provide customer solutions.</li><li>Perform daily and/or monthly reconciliations and reports.</li></ul><ul><li>Identify issues with appropriate parties to ensure timely and accurate resolution.</li><li>Provide leadership and assist with decision-making</li><li>Perform daily tasks while adhering to policies, procedures, and regulatory guidelines.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>3+ years’ experience in financial services</li><li>3+ years validating NAV components to ensure accuracy of final NAV. preferred</li><li>Experience supporting Derivatives life-cycle events</li><li>Strong analytical skills</li><li>Problem solving abilities</li><li>Strong attention to detail</li><li>Strong collaboration skills and the ability to work across business units</li><li><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p></li></ul><p><strong>The Team</strong></p><p>The Alternative Accounting Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting, and tax work. The team also provides support other business partners across the organization.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Alternative Accounting Analyst

<h3>Job Description:</h3><h3><strong>Vice President, Research and Analytics</strong></h3><h3><strong>The Role</strong></h3><p>As the Vice President, Research and Analytics, you will be a trusted partner to the Real Estate organization, providing valuable insight into associate behaviors regarding the use of workspace and amenities. These insights are developed using sophisticated data analytics and timely reporting, underpinned by accurate data. The objective of your work is to develop effective strategies and support data-driven, well-informed decision-making.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>10-15+ years of proven experience in Data Analytics, Strategy or similar role.</li><li>Demonstrated success using data to inform strategies and decision-making.</li><li>Strong executive communication skills with expertise conveying complex information and data simply and meaningfully.</li><li>Critical thinking and creative problem-solving with the ability to identify opportunities to improve processes and data accuracy.</li><li>Passion for people management with the ability to motivate and evolve teams through effective thought leadership, management and coaching.</li><li>Strong collaboration and knowledge sharing across the Enterprise.</li><li>Comfort with ambiguity and working in an ever-evolving, dynamic environment.</li><li>Use your influencing skills to advance Real Estate priorities across a broad group of stakeholders.</li><li>Partner with Real Estate functional leaders to provide insights into various Real Estate strategies and decisions.</li><li>Partner with various technology groups to support and execute data-related initiatives.</li><li>Develop and implement the Real Estate data strategy.</li><li>Oversee Real Estate data governance practices.</li><li>Manage large scale Enterprise-wide initiatives to support reporting and advanced analytics efforts.</li><li>Perform market scans, gathering relevant industry data to support decision-making.</li><li>Lead a high-performing, geographically diverse team.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, offering a full range of services to Fidelity business units nationally and internationally. Our philosophy is customer centric-everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all levels. We manage more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, multiple data centers, and more than 200 retail investor centers.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President, Research Analytics & Insights

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Data Product Manager within Stock Plan Services (SPS), you will lead the vision and strategy for a multi-year recordkeeping data product that supports both near-term recordkeeping goals aligned to long-term aspirations for data innovation. You will be accountable for defining business data subjects for our plan admin recordkeeping needs and working with technology leaders and delivery teams in delivering near-term solutions towards longer term business data needs and power API-driven solutions. Through your foresight and oversight you will support near-term execution in delivery squads aligned to long-term strategic goals for the plan admin product that lay the foundation for using data to drive innovation.</p><p>You will apply your deep stock plan expertise with data product management knowledge to drive innovation, ensure adoption of data standards, and deliver differentiated business value. You will work cross-functionally with technology, architecture, governance, and capability teams to ensure alignment, consistency, and excellence in data delivery.</p><p>You will also have a strong 'look ahead' mentality, anticipating future customer needs, market trends, and technical dependencies to build a proactive and resilient product roadmap. As part of planning, you will identify risks and opportunities early, align resources across the domain effectively, and ensure seamless execution of long-term strategies. Your ability to think several steps ahead will be critical in driving innovation, avoiding delivery bottlenecks, and maintaining alignment with business goals. Ideal candidates will have a passion for strategic planning, a collaborative spirit, and a proven track record of delivering value through foresight and preparation.</p><p><strong>The Team</strong></p><p>You will collaborate closely with the Product Area Leader, development squads, Chapter Leaders, and key stakeholders across SPS and the enterprise. You will foster a culture of agility, innovation, and continuous improvement while promoting Fidelity’s leadership principles and values.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>10+ years of experience in data product management, systems development, or technical leadership roles.</p></li><li><p>Proven ability to define and execute data strategies aligned with innovative business outcomes.</p></li><li><p>Strong fluency of data as a product thinking with data platforms.</p></li><li><p>Demonstrated ability to establish and monitor governance frameworks to drive adherence to a data strategy.</p></li><li><p>Experience with API development, data replication, and platform readiness (risk, compliance, performance).</p></li><li><p>Familiarity with data governance, metadata management, and enterprise taxonomy.</p></li><li><p>Demonstrated success in leading cross-functional teams and driving adoption of standards.</p></li><li><p>Proven ability to accept ambiguity and knowledge of how to apply your problem-solving skills to find your way out of the fog</p></li><li><p>Capable of collaborating across multiple teams and partners in a matrixed environment</p></li><li><p>Ability to think strategically and for the long term without sacrificing pace over perfection</p></li><li><p>Bachelor’s degree required; MBA or advanced technical degree preferred.</p></li><li><p>Financial services experience and Agile methodology exposure are strong pluses.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>You think strategically and decompose a business strategy into an action, translating business needs into data solutions.</p></li><li><p>You are a strong communicator and collaborator, able to influence without authority.</p></li><li><p>You are technically fluent and comfortable working with architects, engineers, and data scientists.</p></li><li><p>You are passionate about data quality, governance, and delivering value through data.</p></li><li><p>You are comfortable managing complex initiatives and navigating organizational dynamics.</p></li><li><p>You are intellectually curious and committed to continuous learning and improvement.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Leading the definition and execution of equity compensation plan admin data product strategy across multiple squads and platforms.</p></li><li><p>Delivering robust data platform capabilities, including APIs, pipelines, and infrastructure readiness.</p></li><li><p>Driving adoption of data standards and practices across capability squads and environments.</p></li><li><p>Partnering with COEs (e.g., Architecture, Data Modeling, Governance) to ensure scalable and compliant solutions.</p></li><li><p>Prioritizing and managing a unified backlog of data-centric initiatives aligned with business goals.</p></li><li><p>Supporting data technology innovation through proofs-of-concept (e.g., data bridging, translation layers).</p></li><li><p>Ensuring data quality, reconciliation, archival, retention, and metadata management across the ecosystem.</p></li><li><p>Measuring and reporting on the performance and impact of data initiatives using critical metrics and scorecards.</p></li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Stock Plan Services delivers best-in-class equity compensation administration for corporate clients. As a Data Product Manager, your leadership will enable the modernization of SPS’s data ecosystem, supporting new product development, operational efficiency, and strategic growth. Your work will directly impact the quality, accessibility, and value of data across the organization.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Squad Lead - Data Product Manager

<h3>Job Description:</h3><p><strong>SENIOR MANAGER, DIGITAL TRANSFORMATION</strong> </p><p><strong>The Role</strong> </p><p>Are you passionate about driving transformation at scale and making an impact for millions of clients? Fidelity’s Digital Transformation team partners across channels, journeys, and platforms to reduce friction, improve efficiency, and enhance client experience. </p><p>As a Senior Manager, Digital Transformation, you will join the Digital Products function with a mandate to deliver measurable impact by reducing cost-to-serve, driving adoption, and embedding reusable solutions that enable frictionless experiences. This role is highly cross-functional, sitting at the intersection of execution, business transformation, data insights, and client enablement. </p><p>You’ll manage delivery of established initiatives while also shaping the next wave of high-impact transformation plays that streamline servicing, drive adoption, and improve business outcomes. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Bachelor’s degree required; MBA or other advanced degree preferred </p></li></ul><ul><li><p>6+ years of progressive experience in strategy consulting, transformation, or enterprise program leadership; financial services experience is a strong plus </p></li></ul><ul><li><p>Proven success in leading large scale transformation initiatives from ideation through execution with measurable impact on cost, efficiency or revenue </p></li></ul><ul><li><p>Expertise in digital transformation, customer servicing &amp; segmentation, or channel orchestration strategy in large matrixed organization </p></li></ul><ul><li><p>Strong track record of leading complex initiatives across functional lines with measurable business outcomes </p></li></ul><ul><li><p>Ability to craft executive-ready presentations and business cases to drive decision-making </p></li></ul><ul><li><p>Comfortable managing multiple priorities in a matrixed, fast-paced environment </p></li></ul><ul><li><p>Past experience in identifying root causes and design practical solutions — applying a consulting mindset to frame problems, size opportunities, and mobilize execution. </p></li></ul><ul><li><p>Strong communication and organizational skills; capable of influencing without authority </p></li></ul><ul><li><p>Comfortable using dashboards, external / internal trends, behavior signals and client metrics to derive insights and shape enterprise thinking </p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong> </p><p>The Digital Transformation team is part of Fidelity’s Digital Products organization, focused on scaling client adoption and enhancing experiences across channels. The team runs enterprise-wide transformation plays that directly impact customer experience, operational efficiency, and business growth. </p><p>We partner across channels, journeys, and platforms to reduce friction, simplify servicing, and embed reusable solutions that scale across the firm. Our work connects business strategy with execution — ensuring outcomes that matter for customers, associates, and Fidelity overall. </p><p>You’ll be joining a high-performing team that values creativity, accountability, and ownership — and you’ll have the opportunity to directly influence how Fidelity evolves its transformation capability. </p>The base salary range for this position is $89,000-$150,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Senior Manager, Digital Transformation

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Planning Consultant - Ft. Lauderdale, FL

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.</p><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and insurance licenses within 90 days of hire</li><li>Minimum 2 years of financial services or relevant experience</li><li>Attainment of CFP® Certification is highly encouraged</li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound calls to further educate clients and uncover opportunities</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!</p>The base salary range for this position is $60,000 - $100,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Edina, MN

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Redmond, WA

<h3>Job Description:</h3><p><strong>Lead Pension Administrator, Defined Benefit</strong></p><p><strong>Role</strong></p><p>Under limited supervision, the Lead Pension Administrator, Defined Benefit will be responsible for processing all types of calculations.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree or equivalent work experience</li><li>Solid grasp of Defined Benefits and Defined Benefits systems</li><li>Strong mathematical, analytical, and intuitive skills</li><li>Motivated and committed to excellence; positive demeanor and 'can do' work ethic</li><li>Ability to work as a standout colleague while meeting individual timeliness, accuracy goals and quality standards</li><li>Ability to adapt to a constantly evolving environment</li><li>Strong interpersonal skills and attention to detail</li><li>High integrity and discretion to ensure the confidentiality of private client and participant data</li><li>Strong written and verbal communication skills</li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word)</li><li>The Lead Pension Administrator will use product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work.</li><li>Manages XTRAC workflows, including accessing, researching and resolving complex/sensitive customer issues and may need to determine root cause for internal issues and customer inquiries</li><li>Resolves medium to high complex items across all clients of all types within a defined period of time</li><li>Acts as subject matter professional of end to end processing of calculations, employee resolutions, and have a working knowledge of the disbursements process</li><li>Is accountable for logging bugs against DBCS and Actuarial Certified Workbooks</li><li>Mentors and trains new associates to create depth and strength throughout the team while assisting the Defined Benefit Managers with developing associate goals and completing annual reviews</li><li>Assists with tracking client specific Service Level Agreements (SLAs)</li><li>Proactively identifies work item trends and works with various internal business partners to arrive at customer-centric solutions</li><li>Provides support for corporate action and project related tasks</li><li>Supports monthly testing of various systems upgrades and releases</li><li>Participates in special departmental projects</li><li>Provides back up support to DB Manager as needed.</li></ul><p><strong>The Team</strong></p><p>The Lead Pension Administrator, Defined Benefit must interact with a diverse group within Fidelity, including client contacts and participants, and is a key contributor to the team environment and services provided to Fidelity’s client base.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>Certifications:</h3><h3>Category:</h3>Transaction Processing<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Lead Pension Administrator

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Insurance License - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Overland Park, KS

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

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