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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Margin associate will be responsible for monitoring large securities, money transactions, and reviewing documentation, protecting both the client and the firm. As part of the Margin team, you will monitor day-to-day activity within customer cash and margin accounts to ensure compliance with, and adhering to, Margin Department Policies and Procedures while maintaining Fidelity’s high-level standards. We work with multiple lines of business and business partners providing answers to questions on cash and margin regulations. We monitor day-to-day activity within customer cash and margin accounts to ensure compliance with regulatory rules relating to the extension of credit specifically Federal Reserve Regulation-T and FINRA rule 4210.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>2-4 years of relevant margin experience or 3-5 years of brokerage experience</li><li>College degree or similar work experience preferred</li><li>99/SIE Licensing preferred or able to obtain in the first 6 months upon hire</li><li>Excellent interpersonal and communication skills (written and oral)</li><li>Handle inbound phone calls and emails from clients</li><li>Organizational and time-management skills in a time-deadline driven environment</li><li>Ability to work and build positive relationships across different teams within the organization</li><li>Attention to details and calculations</li><li>Tracking and monitoring outstanding issues and providing timely updates to clients</li><li>Have the ability to learn many tasks and gain expertise in multiple product offerings</li><li>Windows Office Applications </li></ul><p><strong>The Team</strong></p><p>The Margin Team, as subject-matter experts, works collaboratively in a fast-paced environment, executing a large volume of asset transfers with accuracy. We are driven by our team effort to provide excellent service while demonstrating sound decision making and risk management skills. It is our goal to build strong working relationships with key business partners in multiple business units.</p><h3>Certifications:</h3>Series 99 - FINRA<h3>Category:</h3>Brokerage 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

Associate Analyst, Margin

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We’re looking for a talented and experienced Principal Front-End Developer to join our innovative team. In this role, you’ll contribute to the development and architecture of our design system—building scalable, reusable, and accessible UI components that power consistent user experiences across our products. You’ll provide technical leadership, cultivate collaboration, and help drive innovation in tooling, accessibility, and performance. Your contributions will have a multiplier effect—impacting all product squads and every touchpoint in our customer's journey.</p><p>The ideal candidate is a proactive problem-solver with a passion for crafting thoughtful, user-centered solutions. This role requires confidence in designing system-wide architecture, working cross teams with developers, UX designers, business stakeholders, and architects to lead and bring ideas to life.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor's or master's degree in computer science, computer engineering, or equivalent, with at least 8 years of development experience.</li><li>Expert-level proficiency in web development, and a fundamental understanding of software design, data structures and algorithms is required.</li><li>Strong Leadership experience, such as experience with setting coding best practices and standards, and providing insightful peer reviews for code changes.</li><li>Expert-level knowledge of front-end architecture and frameworks using JavaScript, Typescript, Angular 16+, AG-Grid, High Charts, HTML, and CSS/SCSS.</li><li>Experience with accessibility and usability guidelines, including standards and regulations like WCAG, WAI-ARIA, and IAAP Certifications</li><li>Strong background in design systems, reusable component libraries, and Figma libraries with an understanding on how to build, maintain, and scale cohesive UI patterns across an organization.</li><li>Strong verbal and written communication skills, with the ability to understand and parse business logic into technical requirements, experienced in an agile scrum environment.</li><li>Proven ability and ease with iterative development, clear documentation practices, and close collaboration with design teams.</li><li>Expertise in evaluating and integrating emerging technologies.</li><li>Previous mentorship experience, guiding technical growth with peers.</li></ul><p><strong>The Team</strong></p><p>We are an enthusiastic group of technologists dedicated to making a difference! Creativity and innovation are at the heart of what we do. The technology we build influences across our organizations, and is truly impactful to others. This team collaborates closely with design, product, and engineering leadership across the organization and enterprise to shape our evolving systems landscape.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Principal Front End Developer

<h3>Job Description:</h3><p><strong>Please Note: We are unable to offer sponsorship for this position</strong></p><p><strong>Senior Manager, Participant Engagement Strategy – Tax-Exempt Market (TEM)</strong></p><p><strong>Shape the Future of Participant Engagement.</strong></p><p>At Fidelity, we believe in making it easier for associates to deliver exceptional experiences to participants. If you're energized by aligning vision with execution, solving complex challenges, and leading transformative strategies across teams, we want you on our team.</p><p><strong>Who We Are</strong></p><p>The <strong>Tax-Exempt Market (TEM)</strong> <strong>Participant Engagement</strong> team is the strategic engine behind two participant-facing distribution channels:</p><ul><li><strong>TEMPA</strong> (TEM Planning &amp; Advice)</li><li><strong>WEPA</strong> (Workplace Education, Planning &amp; Advice)</li></ul><p>Together, these channels deliver personalized education and planning experiences to workplace participants—virtually and on-site.</p><p>The <strong>Participant Engagement Strategy team</strong> serves as the connective tissue across these channels, partnering with TEM and Wealth leadership to define, evolve, and execute a unified participant engagement strategy. We drive B2B2C innovation, optimize service models, and ensure our distribution channels are aligned to deliver measurable business outcomes.</p><p>As a<strong> Senior Manager, Participant Engagement Strategy, </strong>you will play a key role in advancing strategic initiatives that enhance how we engage participants and support associates. You will:</p><ul><li><strong>Support Strategy Development</strong>: Contribute to the creation and refinement of an integrated participant engagement strategy across TEMPA and WEPA. Help align stakeholders around shared goals and track progress toward outcomes.</li><li><strong>Use Data to Inform Service Model Enhancements</strong>: Analyze participant and associate feedback, performance metrics, and business trends to support the design of future-state service models that balance digital, virtual, and in-person experiences.</li><li><strong>Build and Strengthen Partnerships</strong>: Collaborate with cross-functional teams across Fidelity to support integrated efforts, share insights, and help scale successful initiatives.</li><li><strong>Work with Agility</strong>: Operate in an agile-like environment, contributing to planning, execution, and change management efforts across multiple strategic workstreams.</li></ul><p><strong>What You Bring</strong></p><ul><li>Strategic Thinking: You understand systems and can connect dots across teams to support strategic priorities.</li><li>Influence &amp; Collaboration: You build trust, foster alignment, and contribute to team success through strong relationships and communication.</li><li>Execution Focus: You bring structure to ambiguity, manage multiple priorities, and help move work forward with clarity and consistency.</li><li>Communication Skills: You simplify complex ideas, contribute to executive-level presentations, and help translate strategy into action, leveraging your strong PowerPoint acumen.</li><li>Curiosity &amp; Initiative: You seek out new ideas, engage with adjacent teams, and proactively identify opportunities to improve participant and associate experiences.</li></ul><p><strong>Your Experience</strong></p><ul><li>5 years in strategy, consulting, transformation, or program/project management roles</li><li>Experience working in large, matrixed organizations</li><li>Familiarity with Fidelity’s distribution ecosystem (TEM, Workplace, or Retail)</li><li>Demonstrated success supporting service model design, process improvement, or business transformation</li><li>Experience working in or supporting distribution channels preferred</li><li>Comfort working in agile or hybrid environments</li><li>Ability to manage multiple priorities and contribute to complex projects independently and collaboratively</li></ul>The base salary range for this position is $85,000-$143,000 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>Program/Project Management

Senior Manager, Participant Engagement Strategy

<h3>Job Description:</h3><h3>The Role</h3><p>Are you passionate about driving finance forward with the latest digital innovations? Join Fidelity Investments as the Director of Finance in the Business Analysis group to lead the automation of key processes. Collaborate with Finance Management Technology partners and cross-functional teams, reporting directly to the VP of Finance. Make a meaningful impact by transforming core processes with a digital-first mindset. This role is ideal for someone with a passion for business analysis with a data customer-centric business mindset and with experience using multiple datasets across many of our different data ecosystems including both workplace and our retail businesses.</p><p>In this role, you will have a significant impact on:</p><ul><li>Leading the charge in data discovery and analysis, business requirements exploration, systems improvements, data consumption processes, and reporting.</li><li>Driving the modernization of our Finance function and transforming how our associates perform their roles.</li><li>Collaborating with a team of business analysts to constantly improve our business processes focused on ongoing business enhancements</li></ul><h3>The Expertise and Skills You Bring</h3><p>Your extensive background and expertise in the Business Analysis space will enable you to excel in this role, particularly:</p><ul><li>Proven ability to elicit and translate business needs into detailed requirements.</li><li>Critical thinking, testing hypotheses, questioning assumptions, and offering innovative insights.</li><li>Willingness to learn complex financial systems and multi-dimensional reporting tools (e.g., Oracle, Anaplan, Snowflake, Power BI).</li><li>Proficiency in cross-enterprise collaboration in an agile, client-centric, fast-paced environment.</li><li>Comfort navigating ambiguity and shifting priorities.</li><li>Strong communication and interpersonal skills to effectively work with various collaborators across different levels of the organization.</li><li>Excellent consulting and customer engagement skills.</li><li>Ability to help users accomplish test scenarios and facilitate communication between the end user and technology teams.</li><li>Outstanding analytical skills to break down complex questions and data into well-structured analyses.</li><li>Proficient in handling challenging projects spanning across various teams with autonomy and influence.</li><li>Ability to analyze complex datasets to extract meaningful insights and identify trends.</li><li>Expertise in synthesizing data and trends to develop key insights and storylines that help to effectively connect with leaders.</li><li>Experience with Agile methodology preferred.</li><li>Proficiency in coordinating sophisticated projects across teams, displaying influence and autonomy amidst changing priorities and timelines.</li><li>Proficiency in FBSI, FPRS, and other Transfer Agent systems is advantageous.</li><li>An undergraduate degree in Finance/Accounting, MIS, or Liberal Arts, complemented by a minimum of 10 years of hands-on experience in business analysis with a specific emphasis on data analysis/exploration. Having an MBA or similar experience is considered a positive attribute.</li></ul><h3>The Team</h3><p>The Enterprise Finance Shared Services team aids the business by gathering requirements, testing improvements, rolling out changes, and providing analytical support for strategic projects. We enhance Finance operations using Agile methodologies, collaborating with project management and tech partners to implement new tools and processes.</p><p>Join us to lead and innovate in a collaborative, ambitious, and inclusive environment where your expertise will drive outstanding results and flawless execution!</p><h3><strong>Company Overview</strong></h3><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><h3>Certifications:</h3><h3>Category:</h3>Finance<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director of Business Analysis

<h3>Job Description:</h3><p><strong>Senior Manager, Product Analyst</strong></p><p><strong>The Role</strong></p><p>Based in Boston, the Senior Manager, Product Analyst is a key member of the Fidelity Investments Life Insurance (FILI) growing product team that supports the development and management of annuity and life insurance products to provide value to Fidelity customers. The product team is responsible for managing the existing product portfolio and exploring new product opportunities to grow and scale the business. This role will help deliver quantitative and strategic insights to FILI's product team. The ideal candidate must have strong analytical skills, strategic thinking and clear communication.</p><ul><li><p>Responsible for <strong>on-going product analytics</strong> across life and annuity product categories, including collecting, analyzing and distilling <strong>company data and market data</strong> into actionable insights.</p></li><li><p><strong>Communicate and present findings</strong> and recommendations based on data driven insights to product owner(s) and senior leadership team.</p></li><li><p>Collaborate with product owner(s) to provide <strong>on-going business updates</strong> to key internal and external stakeholders through the development of presentation materials and reports that outline status, key challenges and next steps across product categories.</p></li><li><p>Partner with product team to develop <strong>market insights </strong>and conduct<strong> product research</strong> (e.g. product features, pricing, contract provisions etc.) to deliver insights to support the development of the long-term <strong>product roadmap and strategy</strong></p></li><li><p><strong>Drive collaboration with enterprise partners</strong> to obtain relevant internal data, drive strategic analysis and insights as critical input to develop product strategy, pricing and roadmap</p></li><li><p>Support the evaluation of product features and/or enhancements for existing products based on customer needs, business impact, and internal strategic alignment</p></li><li><p>Support <strong>strategic initiatives</strong> and the building of <strong>business cases</strong> to help grow existing products and expand into new product categories</p></li><li><p>Provide on-going <strong>support to the broader team</strong> on internal and external stakeholder management related activities related to product</p></li><li><p>Support the relationship management with external data partners.</p></li><li><p>Utilize problem-solving skillset to support key business challenges and opportunities in collaboration with product actuaries, internal and external business partners</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p>We are seeking candidates who have the following minimum qualifications:</p><ul><li><p>Intellectually curious and fast learner who can generate ideas to solve business problems.</p></li><li><p>Thrives in a fast-paced environment, high standards for performance with a continuous improvement mindset.</p></li><li><p>Expert in Microsoft Excel and PowerPoint to conduct quantitative and strategic analysis. Strong user of other Microsoft products</p></li><li><p>Excellent verbal and written communication skills to clearly articulate the insights from findings to senior management and relevant stakeholders.</p></li><li><p>Adapt at leading and engaging with multiple projects / initiatives at once</p></li><li><p>Ability to collaborate with cross functional teams</p></li><li><p>3-10 years of relevant industry work experience (e.g., Management Consulting, Strategy, Data Analysis, Data Science, Business and Finance)</p></li><li><p>Experience in Annuity and Life insurance is highly preferred</p></li><li><p>Experience in data tools (e.g. SQL) and analytics tools (e.g. Tableau, Power BI) is highly preferred</p></li><li><p>BA/BS required</p></li></ul><p><strong>The Team</strong></p><p>Outstanding opportunity to join a newly formed team at FILI. The growing FILI Product Team is a dynamic group that supports the development and management of new annuity and life insurance products to provide value to Fidelity customers. FILI provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death.</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>

Senior Manager, Product Analyst

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><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>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Branch Leader - New Haven, CT

<h3>Job Description:</h3><p>Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience?</p><p>If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.</p><h3>The Team</h3><p>We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of CKSI (Customer Knowledge &amp; Strategic Insights), you'll be embedded in a business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience. This is an individual contributor role.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.</li><li>Delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.</li><li>Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li></ul><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>5+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.</li><li>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik etc.</li><li>Experience using and querying big data technologies such as Snowflake, Athena, etc.</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li><li>Delivering data-driven and actionable insights to enable objective, informed business, and product decisions</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3><p>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.</p><p>The <strong>Expertise</strong> We’re Looking For</p><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><p>The <strong>Purpose</strong> of Your Role</p><p>Our 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.</p><p>The <strong>Skills</strong> You Bring</p><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><p>The <strong>Value</strong> You Deliver</p><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><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If 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.</p>The base salary range for this position is $106,500 - $171,500 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 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Schaumburg, IL

<h3>Job Description:</h3><p><strong>The Role </strong> </p><p>As a member of the Fidelity Digital Assets, LLC (“FDA”) Compliance team, this role will serve as an informed and trusted business partner, who promotes an environment of ethical conduct and dedication to compliance, regulatory and legal obligations. This role on the Compliance Governance and Oversight Team, will support compliance oversight of FDA, collaborating closely with many teams within FDA and across the Fidelity organization, such as Wealth &amp; Brokerage, Fidelity Institutional, and Workplace Investing. </p><p><strong>You Will:</strong> </p><ul><li><p>Collaborate with the other teams to supervise and provide oversight of compliance activities owned by affiliate service providers. </p></li></ul><ul><li><p>Participate in leading the development of formalized governance oversight activities including issues management, compliance training, and program enhancement management. </p></li></ul><ul><li><p>Develop, implement, and maintain comprehensive compliance policies and procedures that align with both regulatory obligations and organizational objectives. </p></li></ul><ul><li><p>Coordinate, improve, and build management reporting systems to highlight compliance status and raise critical issues to senior leadership. </p></li></ul><ul><li><p>Understand and communicate the strategic vision and compliance road map </p></li></ul><ul><li><p>Partner with international compliance teams to support compliance readiness </p></li></ul><ul><li><p>Assist Regulatory Management in responding to relevant regulatory matters and building positive relationships with regulators. </p></li></ul><ul><li><p>Partner with compliance areas like AML, Risk, Records Management, Cybersecurity, and Privacy Programs, to ensure that FDA is meeting internal and external requirements. </p></li></ul><ul><li><p>Remain up-to-date on regulatory changes and landscape, standard methodologies, and new developments in the industry. </p></li></ul><ul><li><p>Promote compliance awareness through training and education. </p></li></ul><p>Experience You Bring: </p><ul><li><p>8+ years of combined experience in Compliance, Risk, and Legal </p></li></ul><ul><li><p>Strong people management with experience managing teams </p></li></ul><ul><li><p>4-year college degree required, MBA or JD is a plus </p></li></ul><ul><li><p>Have a strong understanding of banking regulation including both Federal and State banking requirements, Regulation E, UDAAP, and AML/BSA </p></li></ul><ul><li><p>Strong attention to detail, with strong analytical, organizational, and problem-solving skills </p></li></ul><ul><li><p>Positive relationship skills; ability to articulate well, coordinating across various teams, including Legal, Operations, Risk and Audit </p></li></ul><ul><li><p>Ability to influence key decision makers through a combination of knowledge, reasoning and relationships </p></li></ul><ul><li><p>Ability to work efficiently in a fast paced, complex regulatory environment. </p></li></ul><p><strong>The Team</strong> </p><p>This team reports to the Chief Compliance Officer for Fidelity Digital Assets, a full-service, enterprise grade platform for securing, trading, and supporting investments in digital assets. </p><p><strong>Company Overview</strong> </p><p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. </p><p><strong>Join Us</strong> </p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. </p><p>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 “Dynamic Working.” </p><p>We invite you to <strong>Find Your Fidelity</strong> at fidelitycareers.com. </p><p>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. </p><p>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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3. </p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Compliance Governance and Oversight - Fidelity Digital Assets

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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