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<h3>Job Description:</h3><p><strong>JOB TITLE</strong></p><p>Senior Systems Analyst</p><p><strong>The Role</strong></p><p>Do you want to make a difference in our customers’ lives and work with a highly collaborative, cross-functional team committed to improving the value of our service offerings across Fidelity’s Institutional Wealth Management Services? We are looking for a Senior Systems Analyst who will drive the end user experience with your technical competence, initiative, and brokerage knowledge to support our account management effort for Institutional Clearing and Custody Clients.</p><p>The focus of this position will entail driving the technical analysis and support of our IWMS account management systems. You will be expected to support extensive gap analysis, research dataflows from user facing UIs through to backend systems and possess excellent written and oral communication skills. You will work closely with the Squad Lead and a team to craft, build, test, and deliver the features that make up IWMS Digital Account Management experiences.</p><p><strong>The Expertise You Have </strong></p><ul><li><p>Bachelor’s Degree required, Finance, Computer Science, Management Information Systems, or related technology preferred.</p></li><li><p>Demonstratable professional experience as a Systems Analyst for software solutions</p></li><li><p>Brokerage experience required, and some familiarity in account management capabilities strongly preferred</p></li><li><p>Demonstrable experience researching, optimizing, developing, and authoring solution requirements, user stories, and specifications for moderate to complex software systems</p></li><li><p>Solid grasp and experience with Structured Query Language (SQL) and programming in general</p></li><li><p>Proficiency with SQL tools and querying relational databases</p></li><li><p>Proven experience working with REST, SOAP, JSON, Splunk and APIs</p></li><li><p>Experience with Agile development methodologies</p></li><li><p>Excellent analytical skills</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Real passion for accuracy, clarity, and elimination of ambiguity</p></li><li><p>Effective written and verbal communication skills with ability to create relevant content for diverse target audience</p></li><li><p>Self-starter who can rapidly assimilate business processes, goals and objectives and distill them into well-defined requirements</p></li><li><p>Collaborate with technology and business teams to deliver high-quality solutions for business problems</p></li><li><p>Dedicated, self-managed, energetic, passionate, and motivated with the ability to work independently to deliver results</p></li><li><p>Strong facilitation skills</p></li></ul><p><strong>The Team</strong></p><p>The Systems Analyst will be part of the IWMS Digital Account Management product area. The candidate will be a core member on a multi-functional Agile scrum team (squad), partnering with squad leads, business analysts, architects, technology leads, to ensure successful delivery of program objectives and alignment of the work to deliver the product roadmap.</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><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Senior Systems Analyst

<h3>Job Description:</h3><p>As a Scrum Master/Delivery Lead you blend deep scrum expertise with a passion for constant improvement and Delivery Excellence. In partnership with the Squad Leader and Chapter Leaders you will maintain a backlog, help to remove impediments and lead agile events with a view to leading the team to quality deliverables. You will have responsibility for release management coordination and participate in scaling ceremonies and activities as you manage inter-dependencies across squads and product areas. You will examine and drive team performance through metrics and find opportunities for the squad to realise their full potential. This role often requires coordinating the efforts of multiple systems teams to deliver a seamlessly integrated solution to our customers.</p><ul><li>Working collaboratively with Workplace Investing product partners and chapter leaders to enable delivery of the squad's mission through well-executed sprints</li><li>Accelerating overall squad performance, efficiency and delivery by engaging within and across squads to find opportunities to improve maturity and metrics</li><li>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</li><li>Manage and remediate team blockers, dependencies and risks</li><li>Manage release plans of deliverables against milestones, capacity and delivering Business value, managing expectations with proper escalation, informing key stakeholders using appropriate reporting.</li><li>Managing, coordinating logistics for and participating in agile events (e.g., backlog prioritisation, sprint planning, daily meetings, retrospectives and as appropriate, scrum of scrums)</li><li>Supporting adoption, and consistent use of enabling tools (e.g., Jira, Jira Align, Confluence, MS Teams, Miro)</li><li>Organising and presenting ideas and information logically and concisely to a variety of audiences, including both technical and non-technical individuals</li><li>Working closely with the squad leader and development chapter leader to plan and execute on the highest priority work as per the product roadmap</li><li>Handling multiple, competing priorities simultaneously</li><li>Coaching and mentoring complex squads, regardless of size.</li><li>Participating in a community of practice and providing scrum knowledge to members of your product area and identifying opportunities for continuous improvement within the product area.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Experience working with or in agile teams with good understanding of agile practices which lead to timely delivery of quality products</li><li>Experience working with software development teams</li><li>Experience of managing project deliverables, managing delivery dates and progress</li><li>Advanced Jira experience and knowledge of agile practices</li><li>Bachelor’s degree/undergraduate degree/equivalent required</li><li>Certified Scrum Master (CSM) required</li><li>You possess excellent communication and people-interaction skills, can rapidly build trust and positively influence others at all levels of the organisation</li><li>You demonstrate a continuous improvement approach</li></ul><ul><li>You are an effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerating value delivery</li><li>You are intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</li></ul><p><strong>The Team</strong></p><p>You will support one or more cross-functional WI Technology squads while aligned to the WI Scrum Master Chapter. Our mission as a Chapter is to coach, develop, and empower each other to lead development teams that embrace the Agile mindset while providing career guidance and mobility opportunities for Scrum Masters. We are establishing a learning culture that amplifies best practices, delivers consistent, predictable, and impactful results. As leaders who serve, we are building a trusted, collaborative relationship with our partners across Fidelity and embrace customer-focused methodologies that enable innovation and drive product delivery.</p><h3>Category:</h3>Program/Project Management

Scrum Master

<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>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><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 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Del Mar, CA

<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Services Representative - Vero Beach, FL

<h3>Job Description:</h3><p>We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions. In this role you will expand relationships with existing clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 66 licenses allowing you to provide fundamental financial guidance and mentorship in the public sector.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>A college degree is encouraged yet not required</li><li>Customer service, sales, phone or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is a great addition to your experience</li><li>Series 7 license is to be obtained within three months of hire</li><li>Series 66 license within 90 days of passing the Series 7exam</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>The Associate Retirement Planner is not only a voice for Fidelity but also a key member of the regional center team. You will open up conversations, listen for needs, identify new opportunities, and help springboard appointments for phone and field consultants.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Superb interpersonal, customer interaction, and communication skills</li><li>An aptitude for sales to dedicatedly identify leads</li><li>Consistent attention to detail and prioritization ability</li><li>Computer literacy having worked with multiple applications in the past</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>You are developing rapport with Fidelity’s non-profit and public sector clients daily</li><li>You will directly impact TEM opportunities by identifying needs</li><li>You will learn how to handle a book of business while working closely with the Participant Engagement team.</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience.</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will be an instrumental partner to individuals and families planning for retirement.</p><p>You’ll play a meaningful role in promoting customer dedication.</p><p>You will dedicatedly work with business partners and team members to understand the relevant details of your client’s needs and goals.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>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><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>

Retirement Planner Associate - Westlake, TX

<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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<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><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 - Plano, TX

<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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<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><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 - Southlake, TX

<h3>Job Description:</h3><p><strong>Senior Manager, Proposal Services </strong></p><p><strong>The Role</strong></p><p>The Business Execution and Controls team within Fidelity Digital Assets is looking for a Senior Manager primarily accountable for the fulfillment of requests from clients and prospects in support of the Client Service, Sales, Operations, and Management teams.</p><p>This role will play a key part in the successful management of content, process, delivery and communication related to all Requests for Information (RFI), Requests for Proposal (RFP), Due Diligence requests (DD), quarterly, monthly client/consultant/auditor questionnaires and ad hoc requests. A successful candidate will develop and use their knowledge of the Fidelity Digital Assets business and products to proactively take initiative, provide support and drive these requests to successful completion.</p><p>The Senior Manager will also support cross-functional initiatives and programs (as needed) and serve as a key resource for analytics, logistics, and data management for core control programs such as operational incident management, process redesign, and product implementations.</p><p><strong>The Expertise and Skills You Bring </strong></p><p>You are a proactive, autonomous person who thrives in dynamic environments and takes full ownership of your work. You bring a strong sense of initiative, organization skills, and follow-through, with an innate ability to prioritize independently and efficiently. A successful candidate can quickly understand the bigger picture, find opportunities for improvement, and make processes your own. Specifically, you have:</p><ul><li><strong>Outstanding written communication skills</strong> with attention to detail and clarity.</li><li><strong>Process- and procedure-oriented </strong>way of thinking<strong>.</strong></li><li><strong>Highly organized and self-directed approach</strong>, capable of balancing multiple commitments, while maintaining accuracy.</li><li><strong>Analytical mentality </strong>with intellectual curiosity and the ability to assess interdependencies across teams.</li><li>Ability to <strong>build a strong rapport in a collaborative and influential way</strong> across all levels and teams in the organization.</li><li><strong>Professional experience </strong>in program management, client service, investor relations, and/or operations.</li><li>Proficiency in the <strong>Microsoft Office Suite and Adobe</strong>, with the ability to quickly learn new tools and platforms.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>A key part of the overall execution of the digital assets' business at Fidelity, the Business Execution and Controls team supports a range of functions and initiatives collaborating deeply with Fidelity Digital Assets’ sales, service, operations, technology, risk, product and legal teams. Fidelity Digital Assets is an exciting and fast-growing business unit that is passionate about bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<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><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Proposal Services

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The <strong>Vice President,</strong> <strong>Alternative Accounting</strong> is responsible for overseeing all aspects of accounting operations across a wide range of product structures, including, but not limited to, Limited Partnerships, REITs, BDCs, Interval Funds, Digital Assets and Crypto. The role requires expertise related to responsibilities including team leadership, daily deliverable oversite, pivotal initiatives, business performance evaluation, and executive relationship management. You will work with other teams within FFIO as well as across the organization, collaborating with Asset Management, Legal, Risk, and Compliance on product launches, and build processes specific to fund record keeping, investor servicing, tax reporting, and financial reporting. Additionally, you will provide critical alternatives subject matter expertise to drive innovation to ensure the Alternative Accounting Team can support Fidelity’s growing Alternative product offerings.</p><ul><li>Provide guidance with product development, implementation, and ongoing accounting operations of various alternative products including open and close ended partnerships in standalone and master feeder structures</li><li>Perform detailed review of activity within the portfolios including but not limited to valuation, investor allocations, complex expense calculations</li><li>Assist with internal and external auditor, risk, and compliance inquiries</li><li>Provides feedback, direction, assists in development of and ensures proper cross-training of analysts within team</li><li>Support the implementation of operations processes and procedures for new products</li><li>Ensure that all processes have sufficient Risk and Compliance controls and policies and procedures are communicated and followed.</li></ul><p>The Expertise &amp; Skills You Bring</p><ul><li>Bachelor’s degree in finance/accounting or equivalent with 15+ years of experience in financial services with at least 10 of those years spent in Private Equity/Hedge Funds and Alternative Investments or Master’s degree with 10+ years of experience in same.</li><li>Experience with Geneva and Geneva World Investor and proficiency in various PC software applications including Microsoft Excel, Word and PowerPoint preferred.</li></ul><ul><li>Advanced knowledge of the front to back operations of alternatives products with working knowledge of private equity and private debt, digital assets and cryptocurrencies, hedge fund products, BDCs, and REITS</li><li>Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.</li><li>Advanced understanding of partnership accounting, investor allocations, multi-layered fund structures, and complex investor level management fee and incentive fee calculations</li><li>In-depth knowledge of US GAAP</li><li>Experience supporting portfolio expense caps, recoupments, and revenue share agreements.</li></ul><ul><li>Outstanding analytical skills, project management, and problem-solving capabilities.</li><li>Excellent communication skills with the ability to develop and deliver cogent, informative presentations to all levels of business leadership, including senior executives.</li><li>Presence and judgment to put forward well-reasoned recommendations and engage in dialogue with key decision-makers.</li></ul><ul><li>Experience building and managing a team, sharing knowledge on Alternative products and end to end operations, and the ability to mentor/coach/develop talent in others to their full potential and sustained outstanding performance</li><li>Ability to collaborate and influence others, build and maintain working relationships, and deliver results and/or expertise in a professional manner.</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>The Alternative Accounting Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting, and tax work. The FFIO Alternative Accounting Team performs the daily, monthly, and quarterly pricing and bookkeeping for Fidelity’s alternative products, including fund structures with varying complexities with strategies focused on digital assets, distressed debt, direct lending, derivatives, private equity, and real estate.</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><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>

Vice President, Alternative Accounting

<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>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><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

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