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<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: </strong></p><p>Overland Park</p><p>As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p><strong>The <strong>Team</strong></strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p><strong>The <strong>Expertise</strong> You Have</strong></p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

High Net Worth Service Associate - Greater Kansas City, MO Area

<h3>Job Description:</h3><h3>Chief Compliance Officer, MLRO Fidelity Digital Assets, Ltd.</h3><h3>The Role</h3><h3>The Chief Compliance Officer and Money Laundering Reporting Officer (MLRO) for FDA Ltd. has a significant role in protecting the interests of the Fidelity organisation and its clients. The individual will oversee, develop, and implement programmes to support FDA Ltd’s compliance with the FCA rules. This includes creating, monitoring, and reviewing policies, procedures, and systems to ensure compliance and minimise risks. Additional responsibilities include identification and co-ordination of projects with internal and external partners, development, and delivery of compliance training, monitoring for regulatory changes and industry trends, and overall development of an effective compliance programme. As Head of AML/CFT for FDA Ltd., responsibilities include development and implementation of an effective anti-money laundering and counter terrorist financing compliance program and acting as the MLRO.</h3><h3>The Expertise and Skills You Bring</h3><ul><li><h3>Responsible for compliance with obligations including receipt and oversight of compliance related services for FDA Ltd.</h3></li><li><h3>Assist FDA Ltd in addressing general and specific compliance matters and with the overall compliance programme (including FCA digital asset requirements). Provide input and identify solutions to senior management concerning compliance issues in a timely and effective manner.</h3></li><li><h3>Develop, implement and maintain effective policies and procedures; maintain a Compliance Manual and policies to ensure effective coverage of FDA Ltd’s regulatory requirements.</h3></li><li><h3>Train and advise FDA Ltd’s staff on regulatory requirements and promote compliance awareness.</h3></li><li><h3>Maintain relationships with local regulators and self-regulatory organisations regarding compliance matters.</h3></li><li><h3>Evaluate FDA Ltd’s systems and controls for adequacy in identifying compliance or regulatory breaches and communicate breaches and the resolution/status of issues to senior management in FDA</h3></li><li><h3>Facilitate regulatory inquiries and examinations, working in co-ordination with compliance colleagues in the UK, US and Ireland</h3></li><li><h3>Lead regulatory reports and external inspections and make regulatory filings and applications as appropriate.</h3></li><li><h3>Liaise with Legal function and external counsel as appropriate on regulatory matters.</h3></li><li><h3>Maintain open channels of communication with all relevant functional areas (e.g. Ethics Office; Global Sanctions/Anti-Corruption Program Office; Corporate Communications) and report regularly to senior management about activities of FDA Ltd.</h3></li><li><h3>Work closely with technology team and senior management to define detailed business requirements for systems initiatives aimed at improving the operating efficiencies and monitoring capabilities of the group.</h3></li><li><h3>Ensuring an effective risk-based AML/CTF/Sanctions Compliance Programme including anti-money laundering, anti-terrorist financing and government and economic sanctions requirements</h3></li><li><h3>Maintaining an AML risk assessment framework for the Firm tailored to the Firm's money laundering and terrorist financing risk profile and ensuring adequate policies, procedures and controls are in place that are commensurate with the FDA Ltd assessment of the risks identified.</h3></li><li><h3>Conducting, assurance testing programme on the AML/CTF controls and procedures of the Firm.</h3></li><li><h3>Assist in the running of the KYC program of FDA Ltd.</h3></li><li><h3>Working closely with third party service providers to implement any identified compliance, AML/CTF and financial sanctions related changes to its processes on time and effectively.</h3></li><li><h3>Responsible for the complete and timely submission of suspicious transaction reports.</h3></li></ul><h3>Requirements</h3><ul><li><h3>Excellent spoken and written communication skills</h3></li><li><h3>Ability to influence key decision-makers through a combination of knowledge, reasoning, and relationships.</h3></li><li><h3>Ability to work collaboratively with different functions and multi-site operations.</h3></li><li><h3>Ability to analyse, interpret, and communicate regulatory guidance to support business unit initiatives and advise leaders how to proceed from a compliance perspective.</h3></li><li><h3>Bachelor degree or equivalent (business, legal, finance or securities-related field preferred)</h3></li><li><h3>10+ years experience in an asset management or securities related environment, preferably in digital assets and with a solid understanding of regulatory compliance matters.</h3></li><li><h3>Knowledge of UK regulatory requirements applicable to digital asset firms.</h3></li><li><h3>Deep understanding of AML/CTF/Sanctions frameworks and the implementation of policies, controls and procedures including KYC requirements</h3></li></ul><h3>The Team</h3><h3>This individual reports to the Chief Compliance Officer for Fidelity Digital Assets, a full-service, enterprise grade platform for securing, trading, and supporting investments in digital assets. Fidelity Digital Assets is a subsidiary of Fidelity Investments and operates as a separate business dedicated to digital assets</h3><h3>Certifications:</h3><h3>Category:</h3>Compliance

Chief Compliance Officer, MLRO Fidelity Digital Assets, Ltd.

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: </strong></p><p>Portland, Vancouver, Beaverton, Tigard</p><p>As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p><strong>The <strong>Team</strong></strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p><strong>The <strong>Expertise</strong> You Have</strong></p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li><li><p>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</p></li><li><p>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</p></li><li><p>Collaborate with internal business partners to research and resolve complex client requests</p></li><li><p>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

High Net Worth Service Associate - Greater Portland, OR Area

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites</strong></p><p><strong>Chicago, Naperville, Highland Park, Geneva Park, Orland Park, Oak Brook, Schaumburg</strong></p><p>As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p>The <strong>Team</strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p>The <strong>Expertise</strong> You Have</p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p>The <strong>Skills</strong> You Bring</p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li><li><p>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</p></li><li><p>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</p></li><li><p>Collaborate with internal business partners to research and resolve complex client requests</p></li><li><p>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</p></li></ul>The base salary range for this position is $46,000 - $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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

High Net Worth - Greater Chicago, IL Area

<h3>Job Description:</h3><h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:</h3><h3>Scottsdale, Chandler, Glendale, Biltmore</h3><h3>High Net Worth Representative</h3><p>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Phoenix Metro area! While you will work from home, you must reside near the Greater Phoenix area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.</p><h3>The Purpose of Your Role</h3><p>As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.</p><h3>The Value You Deliver</h3><ul><li><p>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</p></li><li><p>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul><h3>The Expertise We’re Looking For</h3><ul><li><p>Series 7 required</p></li><li><p>Series 63 preferred (paid training &amp; support provided)</p></li><li><p>2-3 years of previous experience working in the financial services industry</p></li><li><p>Strong technological savvy and comfort with learning how to use new tools</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a broad-based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Ability to effectively influence others and use consultative skills to enrich the customer experience</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.</p><p><strong>Learn More:</strong> <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

High Net Worth Service Associate - Greater Phoenix, AZ Area

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: </strong>Walnut Creek, Dublin, San Francisco, Marin/Larkspur, Berkeley, Burlingame</p><h3><strong>High Net Worth Representative</strong> </h3><p>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Francisco, CA Metro area! While you will work from home, you must reside near the Greater San Francisco, CA area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely. </p><h3><strong>The Purpose of Your Role</strong> </h3><p>As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. </p><h3><strong>The Value You Deliver</strong> </h3><ul><li><p>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, </p></li><li><p>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests </p></li></ul><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li><p>Series 7 required</p></li><li><p>Series 63 preferred (paid training &amp; support provided) </p></li><li><p>2-3 years of previous experience working in the financial services industry </p></li><li><p>Strong technological savvy and comfort with learning how to use new tools </p></li></ul><h3><strong>The Skills You Bring</strong> </h3><ul><li><p>You have a broad-based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Ability to effectively influence others and use consultative skills to enrich the customer experience </p></li></ul><h3><strong>Our Investments in You</strong> </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. </p>The base salary range for this position is $46,000 - $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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales

High Net Worth Service Associate - Greater San Francisco, CA Area

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you interested in leading both people and process on a developing operational team? Do you have a solid understanding of financial reporting requirements for real estate products? The <strong>Director, Shareholder Reporting, Real Estate Financial Statements Production </strong>role is a rare opportunity to participate in the establishment of a real estate funds’ platform.</p><p>The role will manage a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software.</p><p> Additional responsibilities also include ensuring financial statements are accurate, timely and adhere to GAAP and other relevant accounting standards. Your functional and technical area expertise will help you to lead and influence the team, resolve production issues, and implement process improvements aimed at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle.</p><p> You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk &amp; Business Operations.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree or equivalent with 8+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed).</li><li>Proven track record of team building, people management skills (hiring, training, motivating, managing performance).</li><li>Advanced technical knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP).</li><li>Experience with Yardi accounting software strongly preferred</li><li>Working knowledge of risk frameworks and ability to design and oversee processes that ensure a strong control environment and SOX 404 Compliance.</li><li>Ability to work with all levels of management and make high impact decisions quickly and accurately.</li></ul><ul><li>Strong understanding of workflows and requirements of internal and external business partners and system applications.</li><li>Innovation attitude – ability to identify and drive forward new ways to improve current processes.</li><li>Excellent written and verbal communications skills and strong presentation capability.</li><li>Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)</li><li>Advanced excel skills and experience developing light automation solutions for financial reporting preferred.</li><li> CPA or MBA preferred.</li></ul><p><strong>The Team</strong></p><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Director, Real Estate Shareholder Reporting

<h3>Job Description:</h3><p><strong>Team Lead, Investment Risk Technology</strong></p><p><strong>The Role</strong></p><p>We are seeking an experienced and dynamic leader to head the development of our <strong>Investment Risk Platform for Asset Management</strong> at Fidelity. This individual will play a pivotal role in designing, building, and scaling a cutting-edge risk management system that empowers investment teams with actionable insights into factor models, risk exposures, and portfolio performance. The ideal candidate will have a proven track record of successfully developing similar systems, deep expertise in investment risk concepts, and the ability to collaborate effectively across technical and investment teams at all levels.</p><p>As part of our team, you will have the opportunity to shape the future of investment risk management within a forward-thinking financial services organization. You will work alongside talented professionals who are passionate about leveraging technology to drive smarter investment decisions while fostering innovation at scale. Key Responsibilities of this role include:</p><p><strong>Platform Development &amp; Leadership</strong></p><ul><li><p>Lead the design, development, and implementation of the Investment Risk Platform, ensuring scalability, reliability, and alignment with business goals.</p></li><li><p>Drive innovation by integrating advanced analytics, factor models, and machine learning techniques into the platform.</p></li><li><p>Oversee and contribute towards the end-to-end lifecycle of platform development, including requirements gathering, architecture design, coding, testing, deployment, and ongoing maintenance.</p></li></ul><p><strong>Risk Modeling &amp; Analytics</strong></p><ul><li><p>Develop and implement robust factor models to assess portfolio risk exposures across multiple asset classes.</p></li><li><p>Collaborate with investment teams to identify key risk drivers and translate them into actionable metrics within the platform.</p></li><li><p>Ensure the platform provides accurate reporting and analytics on risk metrics such as volatility, tracking error, Value-at-Risk (VaR), stress testing results, and attribution analysis.</p></li></ul><p><strong>Cross-Team Collaboration</strong></p><ul><li><p>Act as a bridge between technical teams (engineering, data science, analytics) and investment teams (portfolio managers, analysts) to ensure alignment on objectives and priorities.</p></li><li><p>Communicate complex technical concepts to non-technical stakeholders in an accessible manner while understanding investment professionals’ needs deeply.</p></li><li><p>Facilitate regular meetings with stakeholders to gather feedback and refine platform features.</p></li></ul><p><strong>Leadership &amp; Strategy</strong></p><ul><li><p>Build and mentor a high-performing team of developers and analysts dedicated to the Investment Risk Platform.</p></li><li><p>Stay abreast of industry trends in risk management technologies and methodologies to ensure our platform remains best-in-class.</p></li><li><p>Collaborate with senior leadership to define long-term strategies for enhancing risk management capabilities across the organization.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Demonstrated experience in building investment risk platforms or similar systems within financial services organizations.</p></li><li><p>Strong programming skills in languages such as Python, R, or Java; familiarity with data visualization tools like Tableau or Power BI is a plus.</p></li><li><p>Proficiency in working with large-scale data systems (e.g., SQL databases, cloud platforms like AWS or Azure).</p></li><li><p>Expertise in quantitative finance concepts including factor models (e.g., Fama-French), risk exposures (e.g., beta, alpha), portfolio optimization techniques, and statistical modeling.</p></li></ul><p><strong>Industry Knowledge</strong></p><ul><li><p>Deep understanding of financial markets across asset classes such as equities, fixed income, derivatives, etc.</p></li><li><p>Familiarity with regulatory requirements related to investment risk management.</p></li></ul><p><strong>Leadership &amp; Communication Skills</strong></p><ul><li><p>Proven ability to lead cross-functional teams in a fast-paced environment while managing competing priorities effectively.</p></li><li><p>Exceptional communication skills with the ability to convey technical ideas clearly to both technical and non-technical audiences.</p></li><li><p>Strong interpersonal skills with a collaborative mindset to work seamlessly across organizational boundaries.</p></li></ul><p><strong>Preferred Qualifications</strong></p><ul><li><p>Advanced degree (Master’s or PhD) in Finance, Economics, Computer Science, Data Science, or related fields.</p></li><li><p>Experience working with portfolio management systems such as Bloomberg PORT or BlackRock Aladdin is highly desirable.</p></li><li><p>Knowledge of machine learning applications in financial risk modeling is a strong plus.</p></li></ul><h3>The Team</h3><p>Asset Management Technology (AMT) provides technology solutions and support to all the Investment Management, Research, Trading, and Investment Operations functions globally. The Quantitative Research &amp; Investing Technology team is a dynamic, high-impact environment that offers opportunities to work on complex and innovative risk management systems and opportunities to shape the future of Fidelity’s <strong>Multi-Asset Class Risk Platform</strong> and influence key decisions at the intersection of technology and asset management.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Team Lead, Investment Risk Technology

<h3>Job Description:</h3><p><strong>Job Title – Chapter Lead</strong></p><p><strong>The Value you Deliver</strong></p><p>Asset Management Technology is seeking a highly motivated professional for the Fidelity Digital Asset Management - technology team in India. This individual will partner very closely with various Fidelity Digital Asset Management Technology teams, in addition to the broader Asset management technology teams to contribute to the Digital Asset Management platform for Tokenization and Crypto Products. The associate would need to have a thorough experience in Engineering and Agile practices along with Stakeholder management.</p><p>The associate is expected to Fullstack Engineer with technical knowledge of different areas but not limited to AWS Cloud, Application Development using Java/J2EE and Blockchain related technologies. A thorough knowledge of CI/CD processes would be an added advantage.</p><p><strong>The Purpose of Your Role</strong></p><p>The Fidelity Digital Asset Management Technology team is responsible for Digital Asset Management platform for Tokenization and Crypto Products. This role is for an Engineering Technical Lead for this team in India Enforce Engineering practices with all team members globally Contribute to Deliveries and Releases of the Digital Asset Management platform and related components on AWS Cloud Work with Global Stakeholders and ensure effective deliveries are done by the India team Communicate effectively with other AMTech Application teams and ensure adoption of IT Blueprint for application with upstream and downstream dependencies This is a leadership position requiring significant experience working with large multifunctional teams, organizational skills, managing stakeholders, and promote engineering and Agile practices with experience preferably in the Asset Management domain</p><p><strong>The Skills that are Key to this role</strong></p><p><strong>Behavioral</strong></p><ul><li><strong>Be Collaborative:</strong> Work in partnership with the AM Architecture and Engineering teams to design and build end-to-end solutions to enable Digital Asset Management platform on AWS Cloud</li><li><strong>Be Strategic:</strong> Partner with other key team members (and other AM teams) to provide strategic direction to help execute the multi-year product roadmap and to various organizational initiatives</li><li><strong>Be Transformative:</strong> Encourages or able to cause positive and lasting change, challenges status quo. Fosters an ethical work environment with clear values, priorities and standards</li><li><strong>Be an Organizational Leader: </strong>Puts firm’s interest ahead of individual or group’s interest, speak their mind respectfully, takes smart risks to advance business, coaches others to their full potential, empowers decision making and owns the outcome</li><li><strong>Influence Others</strong>: In partnership with the delivery and engineering leads in Boston, Ireland, and India, help advance and support product, delivery and technical practices including continuous integration, continuous delivery, and automated testing within your team and across the organization</li><li><strong>Lead the team:</strong> As a Chapter Lead for several Squads, help manage the priorities and provide technical expertise, direction and engineering excellence for the Squad. Responsible for Act as a single point of accountability for the Engineering practices and ensure appropriate governance is in place. Manage, develop, and empower associates within the Chapter to aid in career growth and enable the delivery of increased value in their teams.</li><li><strong>Inspire Others:</strong> Demonstrate a deep passion for software development and asset management domain in general and create an ability to tap into the expertise of the engineering team. Passion to drive innovation at work which contributes to business value through scale and efficiency, business growth and/or investment performance</li></ul><p><strong>Technical</strong></p><ul><li>Strong hands on experience in working on key initiative and green-field Engineering projects Strong understanding of Engineering Practices like Code Review, Branching Patterns, etc Global Stakeholder management and Strong Communication skills Mentoring And Coaching fellow squad members Required Technical skillset:</li><li>AWS Cloud</li><li>App Development using Java related technologies</li><li>Streaming and Messaging technologies</li><li>Authentication frameworks</li><li>CI/CD Pipelines</li><li>Testing Tools like Karate</li><li>Experienced in ALM tools like JIRA, Confluence, Jenkins, Git Added hands-on experience with Blockchain, UI and/or DB technologies will be an advantage AWS certification is good to have</li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Asset Management Technology (AM Tech) is the business unit that is responsible for delivering innovative, scalable, industry-leading investment tools that enable Fidelity’s Investment &amp; Asset Management business to achieve competitive advantage globally. AM Tech is an integral partner in setting Asset Management's strategic direction and has shared accountability for achieving Asset Management goals. AM Tech is global organization of technologists based in the United States, London, India and Ireland. Supporting multiple business function in Investment Management and Advisory domain like Portfolio Management, Research &amp; Trading.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>BE/MCA</li><li>14+ years of industry experience</li><li>AWS Certified Developer Associate / Architect Associate (Optional)</li></ul><p><strong>Location </strong>: Bangalore - Manyata/EGL</p><p><strong>Shift timings</strong>: 11:00 am - 8:00 pm</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Chapter Lead - Blockchain & Crypto

<h3>Job Description:</h3><p><strong>Job Title</strong><em>IT Audit Senior Manager</em></p><p><strong>The Role</strong> </p><p>Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit. As an IT Audit Senior Manager, Project Leader you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </p></li></ul><ul><li><p>7-12 years of experience in performing and independently leading complex information technology audits, preferably financial services. </p></li></ul><ul><li><p>Manage and perform data driven risk-based audit assessments of key systems and applications, drafting audit reports, and collaborating closely with and reporting to senior leaders on audit results and corrective actions. </p></li></ul><ul><li><p>Experience working with and understanding the needs of clients. </p></li></ul><ul><li><p>Ability to work on multiple tasks and prioritize as a team leader. </p></li></ul><ul><li><p>Expert knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. </p></li></ul><ul><li><p>Professional Audit or Information Security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </p></li></ul><ul><li><p>Cloud computing (AWS) related advanced-level certifications preferred (AWS Solutions Architect/ AWS Security Specialty). </p></li></ul><ul><li><p>Knowledge of financial services and/or relevant technologies supporting financial services operations (e.g. brokerage, regulatory transfer agency, financial statements etc.) preferred. </p></li></ul><ul><li><p>Expert knowledge of authentication, authorization, and credential management. </p></li></ul><ul><li><p>Understanding of artificial intelligence, machine learning, LLM, data science and Robotic Process Automation (RPA) tools. </p></li></ul><p><strong>The Team</strong> </p><p>As an IT Audit Senior Manager, Project Leader, you will be responsible for leading complex technology and/or integrated audits independently, evaluating risks (technology, financial, reputational, and regulatory), developing hypotheses around related controls, providing input to the development of the integrated audit plan, presenting issues and findings to management, devising solutions for business improvements, and following-up on corrective actions, and leading a hard-working project team. You will need to work effectively to: </p><ul><li><p>Lead the planning and execution of multiple concurrent IT audits, including reviews of cyber security, existing production applications, systems currently being developed, technology infrastructure and specialized or emerging technologies. </p></li></ul><ul><li><p>Work with middle to senior management within a business or function to facilitate the identification and resolution of complex risks (both business and technological) and to provide advice to management regarding mitigation of these risks. </p></li></ul><ul><li><p>Lead the assessment of controls over application processes, physical and logical security, systems acquisition and development, system and network infrastructure, systems architecture, computer operations, and production support. </p></li></ul><ul><li><p>Engage with the squad to offer feedback on work-in-progress, clarify requirements and answer questions, while motivating and influencing squad, and being a voice for its members </p></li></ul><ul><li><p>Develop an ongoing 'trusted advisor' relationship with audit clients and Internal Audit business unit colleagues to ensure timely and consistent advice. </p></li></ul><ul><li><p>Travel (10% annually) to perform audits, and to attend training or corporate events. </p></li></ul>The base salary range for this position is $85,000-$179,000 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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

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