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<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>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Brea, CA

<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>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant- Minnetonka, MN

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking an experienced hands-on Solutions Architect to collaboratively drive end-to-end architecture solutioning for Wealth Solutions and Financial Planning and Advice Experiences at Fidelity. In this role, you will work closely with multiple teams across various business and technical domains to understand the business domain and business requirements to lead Proofs-of-Concept (POCs) and architect solutions that meet changing business priorities and initiatives while assuring adherence to Enterprise standards for application, data, platform, and infrastructure layers.</p><p>The ideal candidate will bring a deep understanding of the Financial Services business domain and provide leadership in computing services and platform engineering to champion consolidation efforts across Fidelity Technology initiatives by driving solution adoption, tech debt reduction, and roadmap evolution in conjunction with business goals.</p><p>You will proactively facilitate effective in-person and remote engagements across hybrid teams to drive, manage, &amp; monitor comprehensive Architectural Strategy execution. This includes, but is not limited to, Business Capability Analysis, Customer Journey Mapping, Architecture Design and Documentation, Technology and Solution Evaluations, Domain Modeling, Front-End Architecture, API Strategy, Microservices Architecture, Cloud Adoption, Automation, and DevSecOps.</p><p>In general, we are looking for a solid Solutions Architect with a proven track-record of working with multiple teams to lead and drive end-to-end architecture in a complex space.</p><p><strong>The Skills and Experience You Bring</strong></p><ul><li>Proven experience in defining and driving Technology Architecture evolution of complex tech stacks. This includes managing the Architecture Lifecycle of multiple concurrent solutions through strong communication skills, organizational skills, cross-functional collaboration (stakeholder management), business analysis, architecture definition, diagramming, documentation, POC creation, presentation skills, influential ability, and an ability to make progress despite ambiguity.</li><li>Proven experience inengineering large-scale web applications end-to-end, with a focus on Customer Experience, Operational Excellence, Security, Reliability, Performance Efficiency, and Cost Optimization.</li><li>Proficient in Cloud Architecture, Services, and Patterns. Hands-on experience with Core AWS services is a must-have. </li><li>Amazon VPC, DNS, ELB, CloudFront, API Gateway, IAM, EC2, EKS, Lambda, Step Functions, SNS, SQS, Glue/EMR, S3, RDS Oracle/PostgreSQL, DynamoDB, Secrets Manager, CloudFormation/Terraform, Data Lake, Data Fabric, Service Mesh, Event-Driven Architecture, Resiliency, Disaster Recovery, etc.</li><li>Proven experience in Microservices Architecture development with REST and GraphQL (preferably Apollo GraphQL; gRPC is a plus).</li><li>Proven experience in Kubernetes (EKS preferred).</li><li>Proven hands-on experience with the Front-End technologies such as Angular, NX Workspace, NodeJS, and NestJS are a must.</li><li>Proven experience in DevSecOps and CI/CD automation (Jenkins Core and GitOps preferred).</li><li>Proficient in Cloud/On-Premises Networking Topologies.</li><li>Proven experience with Full-Stack JavaScript/TypeScript are a must.</li><li>Java Micronaut or Spring framework preferred.</li><li>Strong understanding of common Architecture Principles, Patterns, and trade-offs.</li><li>Strong understanding of Domain-Driven Design, and an ability to apply it to new and existing domains.</li><li>Strong understanding of the Twelve-Factor App.</li><li>Ability to work both independently and with all levels of the organization, including technical and non-technical team members.</li><li>Flexible, growth-oriented mindset with a strong sense of ownership.</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>

Director, Architecture

<h3>Job Description:</h3><h3><strong>The Role</strong> </h3><p>The Senior Associate, Annuity &amp; Life Product Management is a key member of the Institutional Custody &amp; Retirement product team and will support the development and management of a holistic suite of retirement and protection products intended for intermediary Fidelity clients like Broker Dealers and RIAs. The associate will also play an important role on the team as a key interface for Fidelity with its carrier community. </p><h3><strong>The Expertise and Skills You Bring</strong> </h3><p>This role will drive product development in partnership with intermediary clients and related external partners/ vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuities, with expertise in life insurance and long-term care products being a plus. Specifically, an understanding of the evolving carrier e-App and DTCC ecosystem for end-to-end electronic annuity order processing and posting will differentiate a candidate. </p><ul><li><p>Bachelor’s degree (or its equivalent). </p></li></ul><ul><li><p>5+ years of experience with annuities, insurance products and the respective marketplace (specifically the insurance carrier or distributor side). </p></li></ul><ul><li><p>Experience with a large (top 10) carrier of Annuity products is a big plus. </p></li></ul><ul><li><p>Experience with brokerage technology is a plus. </p></li></ul><ul><li><p>Ability to interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing. </p></li></ul><ul><li><p>Ability to collaborate with a variety of technology teams to establish clear client-ready outcomes that enable annuity platform adoption </p></li></ul><ul><li><p>Ability to collaborate with vendors &amp; annuity carriers and their teams to launch industry-leading experiences that comply with the latest industry standards </p></li></ul><ul><li><p>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment. </p></li></ul><ul><li><p>You are curious, driven, collaborative in nature and an excellent teammate. </p></li></ul><ul><li><p>Participation in or working knowledge of insurance and annuity industry boards such as DTCC Advisory Board, Insured Retirement Institute, etc. as well as an understanding of their role within the industry. </p></li></ul><ul><li><p>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period. </p></li></ul><ul><li><p>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress. </p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong> </p><h3><strong>The Team</strong> </h3><p>This dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and a slew of internal stakeholders across Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience overall. Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence. The associates building Annuity products and services form one group within an organization that supports a variety of Retirement products like IRAs &amp; HSAs, and a variety of Institutional Custody products serving Trust &amp; Trust Accounting needs in the Bank &amp; Recordkeeper space. </p><h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<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 Associate - Annuity & Life Product Management

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>As a <strong>Manager, Fund Operations</strong>, you will lead a team of analysts performing daily/monthly review of components of NAV (Net Asset Value), Mil rates and fund yields. If you enjoy working in a dynamic, high volume, fast-paced operations environment and want to be an integral part of managing a team, this role could be just right for you!</p><ul><li>Coordinate and manage departmental workflows</li><li>Participate in and execute strategy and initiatives set forth by senior leadership</li><li>Identify and recommend changes to systems, processes, responsibilities, reporting, etc.</li><li>Coordinate testing of new technology prior to roll out into production and report results to peers and managers</li><li>Provide technical leadership and act as a technical resource to group, as well as other areas of Fidelity</li><li>Monitor and assess the department’s control environment; identify potential issues and their impact on internal controls; drive a course of action to mitigate risk</li><li>Raise operational incidents to senior management and Risk team; manage resolution process</li><li>Lead and manage relationships with business partners; meet and exceed service level expectations<br> </li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Degree Preferred</li><li>5 years of industry experience</li><li>5 years prior accounting/reconciliation/reporting </li><li>Derivative experience a plus</li><li>Comfortable presenting to a senior audience</li></ul><ul><li>Ability to strategically resolve complex problems</li><li>Prior people management experience (nice to have)</li><li>Lead by Example</li><li>Ability to develop and nurture relationships with business partners</li><li>Ability to collaborate across business department and units</li><li>Ability to drive initiatives and achieve of results</li><li>Late Hour Rotation: Work hours range from 7am-8/9 pm CT. There is a weekly late evening rotation that is responsible for finishing up pricing. Rotations can wrap up by 730pm but occasionally run longer. The Associate can come in later the days they are scheduled to price and work a typical shift.</li><li><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p></li></ul><p><strong>The Team</strong></p><p>As part of Fidelity's Fund and Investment Operations (FFIO) business unit, the Fund Operations division provides accounting and pricing services to all Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, and NAV, yield and distribution rate calculations. The Fund Accounting department performs the daily pricing and bookkeeping for retail funds and institutional funds within FFIO. Would you like to be a part of this innovative team?</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Manager, Fund Accounting

<h3>Job Description:</h3><p>In this position you will join Fidelity’s Enterprise Cybersecurity business unit as a member of the Identity Governance &amp; Administration product line team. We are a dynamic, high visibility team that provides access lifecycle control solutions for all of Fidelity’s business units. We are seeking motivated Sailpoint Engineer to design and develop an enterprise SailPoint IdentityIQ based solution that will offer improved management of access rights across our global enterprise.</p><p><strong>The Team</strong></p><p>The Identity Governance &amp; Administration product line team provides provisioning, lifecycle management and control assessment solutions to technology teams and applications across Fidelity’s business units. We are responsible for providing capabilities that provide secure, stable access in a manner which ultimately improves Fidelity’s risk posture, ensures compliance with policy standards, and reduces the overall cybersecurity threat landscape facing the firm.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>B.S.in Computer Science preferred, Engineering / Mathematics or comparable</p></li><li><p>6+ years of experience in building and developing using Sailpoint IdentityIQ product</p></li><li><p>Expertise onboarding applications into Sailpoint IIQ using connectors</p></li><li><p>Hands on experience with automation &amp; pipeline implementation (Testing, Continuous Integration / Continuous Delivery pipeline)</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>You have hands-on experience in designing and developing using the following technologies:</p></li><li><p>Expertise working with Sailpoint Identity IQ platform - Access Lifecycle Management, Certifications, and Role Management</p></li><li><p>Expertise onboarding applications with connectors like Active Directory, JDBC, SCIM 2.0, Azure Active Directory</p></li><li><p>Programming expertise with the following programming languages: Java, BeanShell/JavaScript, SQL.</p></li><li><p>Expertise with the following web technologies: XML, SOAP, JSON, REST, Web and Application Servers like Tomcat, HTML.</p></li><li><p>Expertise developing API’s (SCIM, REST) leveraging Java based development</p></li><li><p>Experience with Databases (Oracle, Sybase, MSSQL, MySQL).</p></li><li><p>Experience with Directories (LDAP, AD).</p></li><li><p>Experience with cloud services (Storage, Networking, Compute, etc.)</p></li><li><p>Experience setting up and installing software on both Windows and Unix (Linux, Sun, HP, AIX) platforms.</p></li><li><p>Working knowledge of Pipeline/Build tools such as GIT, Maven, Jenkins, Artifactory, Veracode, Sonar</p></li><li><p>You have experience and comfort working in an agile environment (Scrum and Kanban)</p></li><li><p>You possess strong engineering skills and experience developing maintainable, scalable multi-tiered applications</p></li><li><p>You have maniacal focus on automation and always looking towards reducing waste and improving efficiencies</p></li><li><p>You should enjoy communicating and learning the business behind the application</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Collaborating in an autonomous team, owning all aspects of delivery (Coding, Quality, DevSecOps)</p></li><li><p>Team player developing/deploying software in a fast-paced and highly flexible environment</p></li><li><p>Continued focus on improving test coverage, release velocity and production health</p></li><li><p>Working with global Agile teams and will contribute to enhancing engineering practices</p></li><li><p>Exercising operational expertise in a team, targeting Engineering and DevOps excellence</p></li><li><p>Forever learning and growing your skillsets to be an active contributor to a well-rounded team</p></li><li><p>Automating yourself out of today’s job so that you can move on to the next big challenge</p></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>

Senior SailPoint Engineer

<h3>Job Description:</h3><p>Enterprise Technology Risk &amp; Analytics (ETRA) is seeking a passionate, driven, and experienced technology professional to join our team.</p><p><strong>The Role</strong><br>The individual in this role will be based in Merrimack, Boston, Smithfield, or Westlake and report to the Director of Technology Risk for Advanced Process Solutions (APS), Customer Contact Center (EC3) and Enterprise Infrastructure &amp; Operations (EI&amp;O), within ETRA. The individual will work closely with our business units, Internal Audit, Risk, Information Security Officers (ISOs), and Fidelity external auditors and regulators. </p><p>You will work closely with various ETRA Centers of Excellence (COEs), perform proactive risk and control assessments, monitor technology controls, document and oversee remediation plans, participate in corporate audits, and provide External Audit support. You will be responsible for monitoring and escalating business impacting incidents to ETRA and LRC senior leaders and develop/maintain associated reporting. </p><p>This is also a great opportunity to work closely with the BU Technology teams on emerging technologies supporting modernization efforts. <br> </p><p><strong>The Expertise You Have</strong><br>• 5-8 years of experience in information technology risk management, audit and/or compliance, or cybersecurity with significant experience in information technology controls review; experience in financial services audit organization preferred <br>• BA/BS, preferably in technology or related field of study<br>• Demonstrated technical abilities in multiple areas (e.g., technology infrastructure and application controls, cybersecurity, access management, resiliency, data loss prevention (DLP), network, cloud, etc.)<br>• Experience performing technology risk assessments, control assessments or IT Audits<br>• Ability to represent complex programs to external auditors and regulators<br>• Experience or knowledge of cloud-based deployments, DevOps, and associated risk/controls and auditing requirements preferred<br>• Expertise and hands-on experience in ITSM processes, at an enterprise level<br>• Professional technology risk certifications or interest in pursuing (CISSP, CISA, CRISC, CISM) preferred<br> </p><p><strong>The Skills You Bring</strong><br>• You have a strong knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions.<br>• Your ability to build and maintain collaborative working relationships with Information Technology and Business personnel <br>• Your love of solving complex problems, comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills<br>• Your process orientation and understanding of operations and technology enabling you to provide support in the analysis, development, and monitoring of controls<br>• Your ability to manage multiple projects concurrently and to work under pressure to meet tight timeline commitments<br>• Experience performing risk assessments, control assessments, IT audits or implementing technology controls for large scale financial service organizations (mainframe, distributed, network and cloud environments)<br>• Knowledge of industry standards, frameworks, and best practices, such as NIST, SOC1, SOC2, ISO27001, ISO27701, ISO22301 <br>• Your skillset and hands-on experience with ITSM processes and oversight<br>• Your excellent verbal and written communication skills enabling you to prepare and present recommendations to business partners and senior management<br>• Advanced computer literacy with word processing, spreadsheet, process flow and presentation applications<br>• Your comfort with data analytics and ability to consume and distribute data<br>• Knowledge of governance, risk, and compliance (GRC) tools, such as Archer is preferred<br>• Understanding of application development, deployment and management patterns, especially DevOps and CI/CD practices is preferred<br> </p><p><strong>The Value You Deliver</strong><br>• Ability to act as a leader on the team, who is comfortable sharing your thoughts and POV to senior management<br>• Desire to continuously learn and stay up to date on an ever-changing technology landscape.<br>• Assessing the various information technology risks that the business units face in their operations and implementing action plans, policy and procedural changes for risk avoidance and mitigation<br>• Conducting in depth information technology risk assessments, which include documenting controls, identifying potential gaps or inconsistencies, creating detailed process flows, and making sound recommendations for improvement and/or mitigation<br>• Conducting readiness reviews and IT General Control reviews for large information technology development projects ensuring appropriate systems development lifecycle methodologies are being applied and necessary controls are in place<br>• Identifying/designing appropriate KPIs/KRIs for IT risk monitoring <br>• Understanding and consulting on information security standards and industry best practices<br>• Ensuring associates are trained and knowledgeable about information technology controls<br>• Reviewing third party vendors and contracts to ensure appropriate controls are in place and function effectively <br>• Tracking action plans to ensure findings are remediated appropriately, and in a timely manner <br>• Liaison with Internal and External audit teams, tracking internal and external audit findings, perform issues follow-up, consulting and action plans with owners and issue resolution.<br>• Providing risk perspective for technology incidents, track risk findings related to incidents, and serve as a liaison for technology risk management<br>• Evaluating control maturity by performing control design and operating effectiveness reviews and peer reviewing as needed</p><p><strong>The Team</strong></p><p>The Technology Risk team oversees the management of controls, and the mitigation of risk related to our technology infrastructure and processes, focusing on protecting the interests of our clients, customers, employees, and company. Our team’s focus is technology risk the for EI&amp;O Business unit.<strong>​</strong></p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></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 Technology Risk Analyst

<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>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Schaumburg, IL

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

Planning Consultant - The Woodlands, TX

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

543 Fidelity Investments Jobs