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<h3>Job Description:</h3><p><strong>Please Note: We are unable to consider visa sponsorship for this role.</strong></p><p>The role of <strong>Director, Journey Orchestration Lead </strong>reporting to the <strong>Journey Design &amp; Creation Team Lead</strong> will be responsible for overseeing the end-to-end journey development and lifecycle.</p><p>This role sits within the Journey Orchestration team, aligned to transforming our go to market approach to engage customers through tailored experiences across channels, moving us forward from product-centered to customer-centric journeys through the enablement of our new Customer Data Platform (CDP).</p><p>The Journey Lead will develop the strategy, brief, and design and work across teams to bring it to life. The Journey Orchestration Lead collaborates with partners across the organization to activate the necessary data and capabilities to launch and measure journeys effectively. The lead will have a strong understanding of the campaign and journey ecosystem and inform decisions on new journeys to create based on this knowledge.</p><p>The Journey Lead will be focused on:</p><ul><li><p><strong>Strategy &amp; Design</strong>: Purposefully design journeys to help prospects and customers complete actions that are important to them while creating meaningful experiences along the way. Use data to inform hypothesis-driven learning agenda</p></li></ul><ul><li><p><strong>Capabilities Development:</strong> Develop the innovation and capability agenda for MarTech and Data &amp; Analytics partners to enable journey orchestration.</p></li></ul><ul><li><p><strong>Journey Development &amp; Execution</strong>: Design journeys and develop the briefs based on best practices and data. Manage the end-to-end creation and execution of a new journey.</p></li></ul><ul><li><p><strong>Journey Requirements &amp; Documentation:</strong> Develop, prioritize and socialize business and marketing requirements to enable delivery of the desired customer experience. Coordinate with stakeholders to understand system and data constraints, partnering with them to identify solutions that overcome blockers.</p></li></ul><ul><li><p><strong>Analytics:</strong> Analyze and report out on journey KPIs against targets. Collaborate with data partners to ensure measurement needs for journeys can be supported and learning agendas can be delivered on.</p></li></ul><ul><li><p><strong>Scale: </strong>Document best practices for how and when to use journeys. Advise on journey use case selection, prioritization and optimization decisions that ultimately move us to scale.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>BA/BS degree is required, an MBA is desired</p></li><li><p>Experience: 10+ years of marketing focused on growing business and customer outcomes</p></li><li><p>Experience designing customer and prospect journeys to engage them throughout the customer lifecycle and drive desired customer and business outcomes</p></li><li><p>Experience working with data &amp; analytics teams and technology teams to launch innovative marketing for a large and/or regulated company</p></li><li><p>Experience integrating and utilizing propensity models to empower audience engagement and journeys across key moments in the customer experience</p></li><li><p>Ability to work with cross functional teams and influence partners</p></li><li><p>Experience writing business and marketing requirements for technology needs</p></li><li><p>Ability to see the storyline in data to drive actionable insights, synthesize and present results to senior leaders</p></li><li><p>You are highly collaborative and enjoy working in a highly matrixed environment</p></li><li><p>You bring innovative thinking and sensible risk taking to any project you tackle</p></li><li><p>Strong attention to details, program management skills, ability to multi-task and prioritize</p></li><li><p>Enjoy tracking, triaging and solving issues in real-time</p></li><li><p>Process and detail-oriented thinker who provides clear direction and maintains clear communication with others about the work and results</p></li><li><p>Ability to articulately communicate technical concepts to non-technical partners.</p></li><li><p>Experience in owned channel marketing, customer journey mapping, campaign management and the major marketing platforms (Salesforce, Adobe, Google, etc.)</p></li><li><p>Ability to thrive in a fast-paced environment and are easily adaptable to change</p></li></ul><p><strong>The Team</strong></p><p>This role will be part of a Marketing Channels Team that together leads strategy, performance and personalization of all Marketing Channels. The Marketing Channels Team is one of several teams that make up the Marketing and Social Platforms Team which is led by the firm’s CMO. The Journey Orchestration Team is a newly formed team created to lead the strategic initiative to transform our go to market approach to engage customers through tailored experiences across channels.</p><h3>Certifications:</h3><h3>Category:</h3>Marketing<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

Director, Journey Orchestration Lead

<h3>Job Description:</h3><h3>The Role</h3><p>Brokerage Capabilities Technology is seeking an exceptionally visionary product leader to craft the future of money movement in brokerage. This role drives strategy and execution across traditional payment rails (Checks, FedWire, ACH) and emerging payment types, delivering innovative solutions that power our clients’ financial lives.</p><h3>As Director, Money Movement, you’ll:</h3><ul><li>Own the product roadmap – Determine current and future states, manage risks, and align delivery to strategic goals.</li><li>Lead intake and delivery – Work closely with collaborators and engineering to collect and clarify requirements, estimate work, and prioritize the backlog.</li><li>Foster communication and alignment – Communicating a clear product vision, generating planning documents, and sharing updates on progress, risks, and impact across important metrics.</li></ul><p>Your role will involve bridging the gap between business and technology—converting requirements into results, directing teams towards solutions, and achieving measurable outcomes. If you demonstrate a proactive demeanor, have in-depth industry insights, and are committed to revolutionizing financial transactions, we encourage you to get in touch!</p><h3>The Expertise and Skills You Bring</h3><ul><li>5+ years in product management or product ownership</li><li>Proven track record of owning backlogs and collecting requirements across multiple delivery teams</li><li>Solid product strategy with a dedication to advancing client results, creativity, and implementation</li><li>Skilled in translating business goals into actionable requirements</li><li>Experience with agile methodologies at scale and backlog prioritization</li><li>Skilled at communicating with senior collaborators; possesses strong presentation and problem-solving abilities</li><li>Comfortable with emerging technologies and assessing new opportunities</li><li>Passionate about framing problems thoughtfully and leading with strategic clarity</li></ul><h3>The Team</h3><p>We are driven to enable secure, seamless, and efficient fund transfers by focusing on key initiatives and engaging openly with our various collaborators. We are committed to clarity, accountability, and delivering solutions that drive business outcomes.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p>The base salary range for this position is $110,000-$185,000 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>Series 99 - FINRA<h3>Category:</h3>Information Technology

Director, Money Movement

<h3>Job Description:</h3><p>Join the Data Visualization Team within Fidelity Fund &amp; Investment Operations (FFIO) as a Tech Lead – Data Visualization. You’ll lead platform and infrastructure support for key BI tools such as Power BI, Tableau, and Oracle Analytics Server (OAS) which power operational and analytical reporting across the organization.</p><p><strong>Key Responsibilities:</strong></p><ul><li><p>Support BI platforms: Tableau, OBIEE, and Power BI.</p></li><li><p>Drive quarterly planning, sprint planning, and manage the reporting book of business.</p></li><li><p>Collaborate across teams to resolve production issues promptly.</p></li><li><p>Lead deployment of reports, semantic layers, and data connections to production environments.</p></li><li><p>Represent FFIO data visualization team in enterprise forums.</p></li><li><p>Govern access to reports, dashboards, and workspaces.</p></li><li><p>Build and maintain semantic layers and data connections.</p></li><li><p>Support business users in developing complex reports and dashboards.</p></li><li><p>Conduct regression testing for server upgrades and patches.</p></li><li><p>Provide Level 3 (L3) support for BI tools.</p></li></ul><p><strong>Skills &amp; Experience:</strong></p><ul><li><p>6+ years in data engineering, visualization, and BI tools.</p></li><li><p>Strong client-service mindset with the ability to partner across diverse business teams.</p></li><li><p>Excellent analytical and problem-solving skills.</p></li><li><p>Deep understanding of data models and alignment with data strategy.</p></li><li><p>Effective communicator and collaborator across technical and business teams.</p></li><li><p>Expertise in Tableau, OBIEE, Power BI, and experience with AWS, Azure.</p></li><li><p>Proficient in Snowflake and Oracle databases.</p></li><li><p>Skilled in building interactive, customized dashboards and reports.</p></li><li><p>Familiar with semantic layer creation and usage.</p></li><li><p>Experience with tools like Stash, ServiceNow, Control-M is required, and SnapLogic is a plus.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Fund &amp; Investment Operations (FFIO) technology team crafts and maintains technology solutions and products that enable FFIO to provide accounting and investment management support services to Fidelity mutual fund management and shareholders. Advanced Analytics team is responsible for providing thought-leadership by generating effective insights to improve business excellence using data science techniques.</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>

Senior Engineer -  Data Analytics and Insights

<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>

Financial Consultant - Cleveland East, OH

Financial Consultant - Midlothian, VA

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

Relationship Manager - Midlothian, VA

<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><h3>Certifications:</h3><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>

Branch Leader - Novi, MI

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>The FIFT organization crafts all the technology systems used in Fixed Income for the Bond and Money Market product areas. FIFT also handles common trading services and systems used for Finance and Fund Oversight. The applications and services we provide enable investment decision making, portfolio management, and trading for combined assets under management of nearly $2 trillion. Through our Agile practices, we have developed an operating rhythm that ensures we are consistently delivering the highest value work for our customers and partners. We work on a wide variety of technologies including AWS, Angular, Java, Python, REST/API, PL/SQL, HTML and Kafka.</p><p>We are seeking a Principal Full-Stack Software Engineer to be part of our team supporting our bond portfolio management and trading products. As a member of this team, you will partner closely with our investment team on the Fixed Income trading floor, and interact directly with quant analysts, portfolio managers, traders and portfolio and research analysts to build new and innovative tools that will support and improve our investment processes.</p><p><strong>The Expertise You Have</strong></p><ul><li>BS or MS in Computer Science or related degree</li><li>8+ years of experience in software engineering; 2+ years of experience as a technical lead</li><li>Proven experience in a full stack software development environment</li><li>Understanding of and experience within an Agile/Scrum framework preferred</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Experience as a technical lead supporting multiple teams, providing guidance and oversight for junior engineers; Partnering with Architecture, Data Services, Cloud Platform Teams, etc. to propose, design, develop and implement solutions</li><li>Experience with UI tech stack/Single Page Applications : HTML, JavaScript and Angular</li><li>Experience in Micro Frontend architecture, including modular design, independent deployment strategies</li><li>Comfortable with a broad set of technologies including deep knowledge of middleware Java stack, Spring framework, Oracle, messaging technologies (EMS or KAFKA) RESTful APIs and web containers</li><li>Possess full-stack software development knowledge and critical thinking skills to craft end-to-end solutions</li><li>A passion to learn new things, including the Asset Management and Fixed Income investment domains</li><li>You are self-motivated, driven, and have a strong client focus and results-orientated approach</li><li>Comfortable developing Angular based user interfaces and Java based middle tier services</li><li>Familiarity with developing and running software on cloud service providers like Amazon Web Services</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Deliver time-to-market solutions, helping business partners use technology in an exploratory, highly iterative environment</li><li>Help our investment teams evolve their investment processes, to meet both short-term needs and long-term trends, through the use of technology</li><li>You will collaborate with Architecture, Data Services and other Technology Teams to improve the performance and scalability of our applications and workflows</li><li>Provide outstanding support, including rotational on-call support</li></ul><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 Full Stack Engineer (Angular)

<h3>Job Description:</h3><p><strong>Education Consultant I </strong> </p><p><strong>Candidate ideally with reside in the Greenville, SC area to be considered for the opportunity. Will consider other locations nationally for qualified candidates. </strong></p><p><strong>The Role</strong> </p><p>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: </p><ul><li><p>Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion. </p></li><li><p>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. </p></li><li><p>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. </p></li><li><p>Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records. </p></li><li><p>Strict adherence to business unit compliance requirements. </p></li><li><p>An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel &amp; expense policy. </p></li><li><p>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. </p></li><li><p>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. </p></li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>Bachelor’s degree preferred and least 3 years of financial services experience </p></li><li><p>Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire </p></li><li><p>Customer facing experience </p></li><li><p>Demonstrated familiarity with Financial Planning Concepts </p></li><li><p>Presentation experience preferred </p></li><li><p>Demonstrated ability to independently problem solve/prepare for new challenges </p></li><li><p>Willingness to build professional, persuasive presentations with a clear call to action </p></li><li><p>Ability to achieve proficiency in fundamental workshop topics across Corporate &amp; TEM </p></li></ul><ul><li><p>Ability to conduct onsite &amp; virtual workshops (75% travel) </p></li><li><p>Bi-lingual/multi-language speaker a plus </p></li></ul><p><strong>The Team</strong> </p><p>The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. </p><ul><li><p>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. </p></li><li><p>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. </p></li><li><p>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. </p></li></ul><p><strong>Joining WEPA means that you will:</strong> </p><ul><li><p>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors </p></li><li><p>GROW in your skills to deliver more, world-class planning and education experiences for our participants </p></li><li><p>WIN on behalf of our clients, our participants and Fidelity </p></li></ul><p><strong>Company Overview</strong> </p><p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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 <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. </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 “<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. </p><p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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. </p><p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. </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 <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>, or by calling 800-835-5099, prompt 2, option 3. </p><p> We invite you to Find Your Fidelity at fidelitycareers.com.</p><p>Salary Grade: 6</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Communication<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>

Education Consultant I - Greeneville, SC

<h3>Job Description:</h3><p><strong>The Role</strong><br>This role will be part of a team accountable for assisting management with developing and implementing controls related to new products, operational processes, and regulatory requirements. The team will lead targeted assessments and be prepared to make decisions on the design and/or effectiveness of the related control environment. There will be a strong focus on Alternative Products (e.g., digital assets, credit alternatives, private equity, real assets). Additional responsibilities include assisting the leadership team with the development of executive presentations and producing project status reports. To successfully execute these responsibilities, the ideal candidate will possess strong controls-building skills and will have a fundamental understanding of the unique challenges related to Alternative Investment strategies.</p><p>The role will work closely with business partners specifically to assess areas of risk and support the department’s goals. The role requires the ability to work effectively with management, strong interpersonal and analytical skills, as well as the ability to prioritize and manage work to completion. The individual will be required to manage multiple projects and deliver high-quality work.</p><p><br><strong>The Expertise You Bring</strong><br>• Bachelor’s degree required, advanced degree preferred<br>• 8-12 years’ experience in financial services or consulting<br>• Project management experience<br>• In depth knowledge of operational risk management and controls development<br>• Knowledge of alternative product requirements and operations</p><p>• Knowledge of key regulations (Investment Adviser's Act, Sarbanes-Oxley)</p><p><br><strong>The Skills You Bring</strong><br>• A self-starter skilled at operating autonomously to achieve results in a dynamic environment<br>• Superb verbal and written communications skills<br>• Must thrive in a dynamic and fluid organization where priorities shift to respond to business needs<br>• Outstanding relationship management and facilitation skills; customer service orientation<br>• Strong collaborator; able to develop and maintain effective working relationships<br>• Ability to partner with and influence others across the organization to assist management in achieving objectives<br>• Ability to build executive level presentations / visualizations</p><p>Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. </p><p><strong>The Team</strong></p><p>Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. </p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Risk<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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