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<h3>Job Description:</h3>Note: Fidelity is not providing immigration sponsorship for this positionManager, Data Analytics and InsightsJob Description:As a Manager within the WI Internal Analytics, Insights and Reporting team this person will be focused on bringing deep analytical expertise to support internal initiatives &amp; projects. These initiatives will drive improvement and efficiencies for Fidelity Workplace Investing (WI) across a diverse array of solutions and approaches. You will partner to build cross-functional relationships with business and analytics colleagues. This is an opportunity to provide your insights and enable Workplace Investments to make the data-driven decisions required to meet their strategic objectives. The Expertise We’re Looking For <ul><li>Bachelors or equivalent with 5+ years of experience.</li><li>In depth knowledge in a variety of analytics techniques including profiling, data mining, modeling, statistical analysis, network and journey mapping, and campaign measurement.</li><li>Experience working with data environments and strong knowledge of SQL to create, manipulate and transform large datasets.</li><li>Working experience with Adobe Analytics or equivalent platforms like Google Analytics.</li><li>Working experience with Tableau or equivalent data visualization tools.</li><li>Experience in interacting with cross functional partners within the organization and crafting presentations that convey the data narrative.</li><li>Financial industry experience, a plus.</li><li>In-depth knowledge of statistical and Machine Learning methods and approaches, a plus</li><li>Proficiency in Python or R, a plus</li></ul>The Purpose of Your RoleYou will serve as Manager for analytics &amp; insights work on the various improvement initiatives that cut across our Workplace (WI) business units. You will play a key role in our overall transformation to a platform-enabled and capability-led Digital Future to benefit our clients &amp; participants.You will drive leading class analytics, experimentation, insight generation--harnessing our underlying platforms that collect and deliver millions of interactions and transactions across our digital channels.The Skills You Bring<ul><li>You have a passion for leveraging data to drive better business decision-making through statistical, econometric modeling, and machine learning techniques.</li><li>You have a deep understanding of analytical techniques and how they can be applied to address particular problem characteristics.</li><li>You have a strong analytical and problem-solving skills, particularly in the areas of strategy development, business analysis, risks, and opportunity assessment.</li><li>You have a working knowledge of analytic technology software, platforms, and languages (e.g. SQL, R, Python, Tableau, PowerBI, Adobe Analytics, etc.)</li><li>You know how to acquire data from multiple sources/environments and transform it so it can be used for analytics.</li><li>You have experience conducting advanced cross-channel analytics to provide a holistic view of customer engagement across digital and offline touchpoints</li><li>You know how to design and implement models to accurately assess the impact of marketing efforts across channels.</li><li>You understand how to map and analyze end-to-end customer journeys to uncover opportunities for optimization and improved user experience</li><li>You understand how to leverage qualitative data to identify opportunity areas.</li><li>You have the ability to think on your feet and respond effectively when priorities change.</li><li>You strive to better communicate data through data visualization and storytelling.</li></ul>The Value You Deliver<ul><li>Developing and delivering analytical data and insights to solve business problems.</li><li>You enable partner stakeholders to make objective, informed decisions.</li><li>You provide opportunities for innovation through analytics capabilities and implementation of new technologies.</li></ul>How Your Work Impacts the OrganizationWorkplace Investing Data and Analytics is the analytics discipline responsible for developing and deploying analytic solutions to drive actionable intelligence, transformative insights, automation, and effective control in support of Workplace Investments business units, clients, and Fidelity.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Manager, Data Analytics and Insights

<h3>Job Description:</h3>The RoleUnder limited direction, the Senior Administrator, Defined Benefit will be responsible for the accurate and timely processing of various types of calculations of moderate to high complexity within a multi- client environment. Additionally, they will be involved in specialized processing for custom requests from the client. As an experienced processor, in addition to normal responsibilities, this individual will be charged with the following:<ul><li>Providing job coaching and mentoring to junior level processors on the intricacies of their specific business unit.</li><li>Monitoring their respective work queues and providing direction to ensure that all aging work items and calculations are resolved in conjunction with the service level agreement timeframes.</li><li>Validating and updating User Procedure Documentation (UPD).</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree (Mathematics, Finance of Business) or equivalent work experience</li><li>Defined Benefit knowledge and experience or related transaction processing experience preferred</li><li>Strong analytical and intuitive skills</li><li>Motivation and commitment 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>Ability to coach and instruct others</li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word)</li></ul>The Team<ul><li>The Senior Administrator, Defined Benefit processes various types of calculations, meeting timeliness and accuracy standards while interpreting plan rules to ensure compliance with the plan document. The role provides support to internal Client Service Functional teams while serving as the subject matter expert on assigned clients.</li><li>Manually calculate and review pension benefits for plan participants</li><li>Contact participants to explain calculations or resolve participant/client related issues regarding pension benefits</li><li>Support monthly testing of various systems upgrades and releases</li><li>Participate in special departmental projects</li><li>Provide back-up coverage for other transaction processors and team Managers as needed</li><li>Document updates to User Procedure Documentation</li></ul><h3>Certifications:</h3><h3>Category:</h3>Transaction ProcessingMost 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 Pension Administrator

<h3>Job Description:</h3>Education Consultant I Candidate ideally with reside in the Arlington, VA area to be considered for the opportunity. Will consider other locations nationally for qualified candidates. The Role As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you’re a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include: <ul><li>Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion. </li><li>Present and communicate to our plan participants in various mediums and timeframes – 30/60 min webinars/workshops, onsite &amp; virtual, help desk style benefits fairs, and on demand recordings. </li><li>Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience. </li><li>Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records. </li><li>Strict adherence to business unit compliance requirements. </li><li>An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel &amp; expense policy. </li><li>Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours. </li><li>Conduct triage 1 on 1 appointments with Plan Participants – triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution. </li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s degree preferred and least 3 years of financial services experience </li><li>Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire </li><li>Customer facing experience </li><li>Demonstrated familiarity with Financial Planning Concepts </li><li>Presentation experience preferred </li><li>Demonstrated ability to independently problem solve/prepare for new challenges </li><li>Willingness to build professional, persuasive presentations with a clear call to action </li><li>Ability to achieve proficiency in fundamental workshop topics across Corporate &amp; TEM </li></ul><ul><li>Ability to conduct onsite &amp; virtual workshops (75% travel) </li><li>Bi-lingual/multi-language speaker a plus </li></ul>The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. <ul><li>Employers who have chosen Fidelity to coordinate 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, encouraging 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 Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “<a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>, or by calling 800-835-5099, prompt 2, option 3. We invite you to Find Your Fidelity at fidelitycareers.com.Salary Grade: 6<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>CommunicationMost 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.

Education Consultant I - Arlington, VA

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Branch Leader - Salt Lake City, UT

<h3>Job Description:</h3>Within Fidelity’s Enterprise Technology Artificial Intelligence Center of Excellence (ET AI CoE), you will help shape the next generation of AI at Fidelity, designing and building critical AI capabilities and services that will benefit institutional and retail clients for years to come. You’ll engage directly with business partners to navigate the complexities of artificial intelligence, advanced analytics, and machine learning, delivering scalable, production-ready solutions that drive customer and business value.As a Principal Data Scientist, you will be a hands-on technical leader and mentor, guiding standard processes across NLP, speech analytics, and generative AI model development. You’ll join a team passionate about innovation, working with modern cloud and open-source technologies while solving some of the financial industry’s most exciting data challenges.The TeamOur AI team propels Fidelity forward by researching, developing, and scaling sophisticated AI algorithms, models, frameworks, platforms, and technologies that transform customer experiences and drive measurable business outcomes. As a Principal Data Scientist, you will play a vital technical leadership role: mentoring and uplifting other engineers, building collaborative partnerships, and setting the tone for quality and innovation. Our diverse group draws on multidisciplinary strengths: Data Science, ML engineering, software, and domain expertise to continually advance Fidelity’s position at the forefront of applied AI.The Expertise You Bring<ul><li>Advanced degree or equivalent experience (Master’s or PhD) in Computer Science, Machine Learning, Data Science, Engineering, or a related field, or equivalent practical experience.</li><li>Experience designing, building, and deploying AI/ML models in production environments, with deep understanding of MLOps standards (scalable architectures, reproducibility, monitoring, CI/CD, and compliance).</li><li>Extensive hands-on expertise with:<ul><li>Natural Language Processing (NLP) and computational linguistics, including entity recognition, text summarization, and conversational analytics.</li><li>Programming in Python (primary), with experience in modern ML libraries (PyTorch, transformers, etc.).</li><li>Cloud-based workflows (AWS SageMaker, Bedrock, Athena, Snowflake).</li><li>RAG pipelines for retrieval-augmented generation, enabling context-aware responses and integration of external knowledge sources.</li></ul></li></ul><ul><li>Demonstrated technical leadership: mentoring and upskilling data scientists, conducting peer code/design reviews, driving architectural decisions, and championing engineering excellence.</li><li>Ability to communicate complex technical topics clearly and persuasively to both technical and non-technical partners (including strong technical writing/documentation skills).</li><li>Experience working with audio data pipelines, speech recognition (ASR), audio-to-audio processing, and conversational AI (including dialogue systems, call transcription, or voice assistants).</li><li>Experience with modern real-time and streaming data technologies (such as Apache Kafka, AWS Kinesis, Apache Pulsar, or cloud-native event streaming platforms).</li><li>Hands-on CUDA/GPU optimization experience for accelerating AI/ML workloads.</li><li>Ability to decompose research or tactical deliverables into modular, reusable, strategic capabilities/services.</li><li>Excellent communication and presentation skills while being comfortable collaborating in team settings.</li></ul>The Value You DeliverYou will be a trusted AI partner helping business, product, and engineering partners translate business requirements into real-world next-generation AI-driven solutions. The ideal candidate combines expert open-source AI/ML modeling with hands-on technical experience to build algorithms, models and, occasionally, applications that surface insights and deliver value (revenue and/or cost saving benefits, customer experiences/journeys, and increased efficiencies through automation/optimization).The base salary range for this position is $126,000-255,000 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>Data Analytics and Insights

Principal Data Scientist

<h3>Job Description:</h3>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.The Expertise and Skills We’re Looking For<ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>The Role The Head of FMAX Distribution leads the integrated sales strategy and execution for Fidelity’s FMAX platform across Relationship Management and Advisor Sales teams. This role drives advisor adoption, client growth, and platform expansion through strategic planning, performance oversight, and cross-functional alignment. As a senior leader, they ensure operational excellence, foster talent development, and represent FMAX in key client and industry engagements.Strategic Leadership &amp; Sales Execution​ <ul><li>Develop and own the integrated sales strategy for FMAX across RM and Advisor Sales teams, including segmentation, territory planning, and vertical-specific approaches. ​</li><li>Align distribution efforts with broader Fidelity initiatives, ensuring consistency and scalability across IWMS and FI channels.​</li><li>Drive advisor engagement and platform adoption through coordinated field and desk sales efforts, strategic</li></ul>Client &amp; Partner Engagement​<ul><li>Represent FMAX at advisor conferences and industry events, articulating Fidelity’s managed solutions strategy and value proposition.​</li><li>Manage strategic relationships, including Envestnet, to ensure platform alignment and joint execution.​</li><li>Serve as the voice of the client, channeling feedback into product enhancements and roadmap decisions in partnership with Product Leaders.​</li></ul>Performance Management &amp; Talent Development​<ul><li>Lead, coach, and develop high-performing RM and Advisor Sales teams, fostering a culture of collaboration, innovation, and continuous improvement.​</li><li>Implement and oversee performance scorecards, flash reporting, and business reviews to monitor team effectiveness and drive accountability.​</li><li>Promote Fidelity’s managed solutions through internal referrals, lead conversion strategies, and advisor activation initiatives.​.​</li></ul>Business Management Leadership​<ul><li>Ensure operational excellence in lead conversion, deployment processes, and client transitions—especially for MAS and ENV Direct.​</li><li>Manage client-level P&amp;L, pricing strategy, and profitability analysis to inform growth decisions and optimize economic outcomes.​</li><li>Balance leadership focus with business operations, including cross-functional coordination and strategic planning</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.</li><li>Series 7 &amp; 63 licenses required (pass within 90 days)</li><li>15+ years of financial services experience</li><li>Willingness to travel 60% Nationally</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamWe are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!The base salary range for this position is $70,000 - $175,000 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 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Vice President, Head of FMAX Distribution

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $70,000 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>Customer Service

Financial Services Representative - Red Bank, NJ

Financial Services Representative - Millburn, NJ

<h3>Job Description:</h3>The Role Are you passionate about real estate? Do you thrive in fast-paced settings? Do you strive for excellence in operations and customer service? Can you work within matrix organizations and influence and inspire others? If so, Fidelity Real Estate is seeking a Director, Facilities &amp; Operations to join our global Facilities &amp; Operations team!In partnership with our outsourced facility management alliance partner, the Director, Facilities &amp; Operations will be based at our Merrimack, New Hampshire campus and oversee all operational aspects of our Merrimack campus comprising of c.1.12 million square feet in total and other locations as may be assigned. This leader will drive asset value through critical thinking, effective expense management and infrastructure planning, as well as focusing on associate needs. To do this, the Director will collaborate with many groups inside and outside of Fidelity Real Estate, which requires strong interpersonal abilities.This role reports to the VP, Facilities &amp; Operations and will have a team of peers across the globe for support and camaraderie. The Expertise and Skills You Bring<ul><li>Bachelor’s degree in business, facilities management, architecture, engineering or other related area is preferred.</li><li>Graduate degree in a related field is desirable.</li><li>10+ years of real estate management experience with increasing responsibility is preferred.</li><li>You have shown strength in project management, property, asset and facilities management, real estate finance/accounting and leasing, with particular skill in at least one area.</li><li>You can work through ambiguity to drive solutions.</li><li>You excel at oral communication and listening skills.</li><li>You are customer service-focused and easily forge strong relationships.</li><li>You are quick-thinking and remain calm during stressful or emergent situations.</li></ul>The Value You Deliver <ul><li>Leading a team focused on delivering quality services to enable the success of Fidelity businesses.</li><li>Leading resources that handle the day-to-day functions of facilities management: operational risk management, vendor management, critical infrastructure &amp; engineering, repairs &amp; maintenance, amenities (hospitality, fitness &amp; food &amp; beverage), cleaning, landscaping, and others.</li><li>Ensuring outsourced resources provide quality property and facility management services, per their contractual agreement, with a focus on risk mitigation and operational excellence.</li><li>Financial stewardship: reviewing and approving all building expenses and working closely with Fidelity Real Estate Finance on tracking, validating, and controlling costs.</li><li>Developing an annual and multi-year regional operating and infrastructure capital plan to be presented to senior leaders on an ongoing basis. </li><li>Partnering with Real Estate teams (Amenities and Program Management, Project Design and Delivery, and others) to align priorities, develop and implement regional programs and projects.</li><li>Partnering with Engineering Services to ensure consistent standards and performance are achieved across the region.</li><li>Cultivating key partnerships with Global Security &amp; Investigations, Enterprise Infrastructure and Enterprise Business Resiliency to ensure that business unit contingency needs are met during an event.</li><li>Supporting the Sustainability Office and Regional Sustainability Workstreams to develop and implement solutions that promote environmental initiatives.</li><li>Drafting/sending communications regarding building disruptions or campus work, with action plans to address.</li></ul>Other Requirements <ul><li>24x7 on-call coverage.</li><li>100% of time on-site.</li><li>Occasional travel.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally within the US and internationally. Our philosophy is customer-centric - everything we do focuses on delivering solutions that meet the needs of our customers at all levels. We run more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, two data centers and more than 200 retail investor centers.Facilities &amp; Operations is responsible for ensuring a safe and productive workspace experience for all Fidelity associates and maintaining best-in-class real estate that reflects the Fidelity brand for our visitors and clients. We demonstrate operational excellence in all facets of our daily work.<h3>Certifications:</h3><h3>Category:</h3>Real EstateMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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