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<h3>Job Description:</h3><p><strong>The Fidelity Intern Program (FIDTERN Program)</strong> </p><p>Fidelity’s full-time, paid, 10-week FIDTERN Program offers students the opportunity to contribute to meaningful, real-world work and projects as valued members of a dedicated team. </p><p> </p><p>Our program is designed to provide students with a firsthand experience of what it’s like to work here full-time. We deliver a best-in-class program experience to ensure interns feel a sense of belonging and community, while receiving critical training and development to be a future Fidelity associate. Here’s the experience you can expect to have as a FIDTERN: </p><ul><li><p>Professional &amp; Financial Development Sessions: Join exclusive webinars designed to equip you with essential skills for both your career and personal growth! Learn directly from senior leaders, sharpen your professional communication, explore strategies for maintaining well-being in the workplace, and build financial confidence through expert-led financial literacy workshops. </p></li></ul><ul><li><p>Mentorship: Opt-in to our intern mentorship program and connect with experienced professionals who will support your growth and help you navigate your career journey. </p></li></ul><ul><li><p>Regional Events: Build connections with leaders and fellow interns through engaging onsite experiences and unwind with your peers at fun local outings (like go-karting, pickleball, or bowling). </p></li></ul><p><strong>The Role</strong> </p><p>A finance internship at Fidelity is for candidates interested in analytical and back end of finance. Interns can expect more of an individual environment doing projects and tasks on their own, working in Excel, manipulating data. We are looking for students with more than proficiency in Excel – candidates must be comfortable with formulas and pivot tables. Day-to-day work will include updating financial and statistical information, automating processes &amp; reporting, analysis &amp; working with data, understanding how money moves through Fidelity, and financial modeling. This is a back of the office role with no client facing interaction. Finance internships include exposure to teams who provide detailed financial information to the company’s businesses, enabling them to strategically prioritize, and drive business performance! </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Strong Excel skills </p></li></ul><ul><li><p>Data analysis </p></li></ul><ul><li><p>Communication skills </p></li></ul><ul><li><p>Time management </p></li></ul><ul><li><p>Leadership skills </p></li></ul><ul><li><p>Detail oriented </p></li></ul><ul><li><p>Have an interest in the analytical side of Finance </p></li></ul><ul><li><p>Eager to learn how money moves through a large company like Fidelity </p></li></ul><ul><li><p>Current college student (undergraduate or graduate) who will return to coursework after their summer internship </p></li></ul><ul><li><p>Availability for entire 10-week program from June 1st – August 7th, 2026, and required to align to our hybrid working model </p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong> </p><h3>Certifications:</h3><h3>Category:</h3>Administration<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Summer 2026 Undergraduate Internship - Finance

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Product Delivery Director in Customer Solutions, you will work with the Group Squad Leader and Retirement &amp; Planning teams to help bridge business strategy to product delivery. You will lead end-to-end business analysis that accounts for plan participant, plan sponsor and operational requirements for new product offerings. You will execute on critical Financial Wellness initiatives around personalized messaging and insights as well as digital financial planning and channel strategy. Working in the Lifetime Financial Help product area, you will perform comprehensive analysis to understand requirements and assess end-to-end impacts across all functions to ensure delivery teams have the right inputs to deliver high-quality solutions. You will be responsible for ensuring successful delivery of priorities, supporting the definition and prioritization of future initiatives, and working collaboratively across internal and external stakeholders. Directors in Customer Solutions must be highly motivated leaders, 'self-starters' with a sense of ownership, and a strong desire to succeed.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><p><strong>The Expertise and Skills You Have</strong></p><ul><li>Exceptional product development skills including market / customer research, requirements and data analysis, use case development, product and process documentation</li><li>Ability to understand business strategy and collaborate with product leads to define the product vision and roadmap</li></ul><p>Experience informing solutions using business architecture tools and techniques such as:</p><ul><li>Business Capability Mapping: Experience in enterprise business capability modeling and analysis for current and target state</li><li>Journey Mapping: Experience building or working with journey maps to understand customer experiences and needs</li><li>Value Stream Mapping: Analyze value streams to identify and clarify needed business outcomes and drive efficiency</li></ul><ul><li>Excellent critical thinking, analytical and problem-solving skills</li><li>Adept at storytelling and creating presentations to all levels on complex topics</li><li>Strong understanding of financial wellness offerings, digital product development, and workplace business, preferred</li><li>Ability to participate in technical discussions and work through solution options with technology partners</li><li>Establish and lead requirements gathering meetings, design sessions and planning sessions for large initiatives</li><li>Skilled at building effective relationships and influencing key partners in business, IT and Legal, Compliance, and Risk and others to connect people and work across the organization</li><li>Skilled at facilitating diverse groups of people to move towards solutions while influencing key decision makers based on analysis findings</li><li>Proven time management and organizational skills; able to balance multiple competing priorities</li><li>10+ years business architecture/ business analysis / product management, ideally working in an Agile Scrum environment, with ability to work across multiple teams</li><li>Bachelor’s degree or equivalent experience required; MBA preferred</li></ul><p><strong>The Team</strong></p><p>The Lifetime Financial Help equips plan sponsors and participants with the tools and knowledge to achieve financial well-being. We offer innovative solutions that empower plan sponsors to support their employees. Enabling them to confidently plan, save, invest, and ultimately achieve their financial goals.</p><p>The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 200 business professionals, and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing. Additionally, as a member of the Customer Solutions Chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Product Delivery Director, Customer Solutions - Lifetime Financial Help

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

Investment Consultant - Sugar Land, TX

<h3>Job Description:</h3><p><strong>Job Title: Vice President, Real Estate Investments</strong></p><p><br><strong>The Role</strong></p><p>The VP, Real Estate Investments will partner with the Head of Direct Real Estate and the Direct Real Estate Investment Team to execute on a plan to acquire commercial real estate in the US on behalf of various FMR fund vehicles. This will include sourcing the opportunity, managing the financial and market underwriting, negotiating with the seller, presenting the opportunity to the Investment Committee, running the due diligence process, closing the transaction and leading the property-level financing process as required.</p><p>Primary Responsibilities:</p><ul><li><p>Source real estate investment opportunities that meet portfolio criteria (asset class and risk/return) across target markets through existing network or broker relationships</p></li><li><p>Review and underwrite potential investment opportunities</p></li><li><p>Negotiate and structure real estate acquisitions and property level financing</p></li><li><p>Prepare analysis of opportunity and materials for investment committee approval, present opportunities to investment committee for approval</p></li><li><p>Review and approve legal, operational, environmental, engineering and appraisal reports created as part of the due diligence process</p></li><li><p>Contribute valuable knowledge of US real estate markets</p></li><li><p>Build and maintain appropriate pipeline of opportunities</p></li><li><p>Manage and develop investment analysts and associates</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree required; MBA preferred </p></li><li><p>Minimum of 15 years work experience in commercial real estate required; majority within investment roles </p></li><li><p>Strong professional relationships throughout the US real estate industry</p></li><li><p>Recent relevant investment experience in US commercial real estate across various asset classes; Asset Management experience a plus </p></li><li><p>Strong writing, financial analysis and presentation abilities </p></li><li><p>Ability to evaluate real estate and real estate markets </p></li><li><p>Management and leadership skills necessary to implement a new product/strategy within Fidelity </p></li><li><p>Critical, objective thinker that can analyze an opportunity and make a quick decision </p></li><li><p>Collaborative, results driven leader</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Investments has established a team in Boston, Massachusetts to develop, launch, and manage direct real estate products for Fidelity’s customers.</p><h3>Certifications:</h3><h3>Category:</h3>Private Equity<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP,  Investment Officer Direct Real Estate

<h3>Job Description:</h3><p>As a <strong>Director</strong> in Consumer Strategy &amp; Segment Marketing (CSSM) you blend business analysis and marketing expertise with a passion for uncovering consumer insights. Working collaboratively within a cross-functional team, you will use your expertise to lead the development of actionable consumer marketing strategies that differentiate Fidelity offerings in the market and drive meaningful consumer value and business outcomes. One key deliverable of this role is the strategic marketing brief that guides channel, messaging and activation activities.</p><p>You will report to a Vice President Group or Team leader who oversees a team of 5-10 other CSSM Associates.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>BA/BS required; MBA preferred </p></li><li><p>12+ years of relevant marketing/management/strategy experience</p></li><li><p>Financial services experience preferred </p></li><li><p>Extensive experience leading the development of marketing strategies across customer acquisition and client development; segmentation development, design target development; digital experience and customer journey mapping </p></li><li><p>Experience initiating consumer research and deriving actionable consumer insights research and data analysis to inform the development of new hypotheses, opportunity exploration, business case development, differentiated marketing strategies, and program execution </p></li><li><p>Able to proactively influence decision-making through written and verbal communications</p></li><li><p>Effective story-telling using qualitative and quantitative data, market trends, business insights and other inputs in a cohesive narrative to inform marketing strategy development </p></li><li><p>Ability to successfully collaborate with and influence multiple business and marketing stakeholders at different levels to develop marketing strategies and align on implementation plans</p></li><li><p>Intellectually curious and appreciate learning new skills and capabilities </p></li><li><p>Proactive: able to navigate ambiguity and take action in a self-directed manner to drive results across teams and lines of business. Initiates new opportunities and ideas with data-driven insights and recommendations </p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>The Consumer Strategy &amp; Segment Marketing Team (CSSM) is part of the Marketing &amp; Social Platforms domain. The team works across business and marketing and partners closely with other commercialization functions and teams at all stages of the product lifecycle (new offerings  scaled solutions) and in service of customer acquisition and client development objectives. At our core, we represent the voice of the customer and are focused on helping Fidelity offer the right products to the right customers with differentiated value propositions and positioning to drive commercial success.</p><h3>Certifications:</h3><h3>Category:</h3>Marketing<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Consumer Strategy & Segment Marketing (CSSM)

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Vice President, Strategic Contracts manages large-scale contracting projects related to complex research, amendment, and/or MSA drafting that are received throughout the organization; and provides industry specific expertise and strategic and tactical direction in the development, negotiation, management and administration of complex supplier contract negotiations and relationships.</p><p>The Vice President provides industry specific expertise, influencing, strategic and tactical direction in the development, negotiation, management and administration of complex contract negotiations and supplier relationships. The Vice President will lead the process of analyzing contract issues to identifying and eliminating risks and optimizing value to Fidelity. The Vice President works independently on both standard and non-standard contracts.</p><p> <strong>The Expertise &amp; Skills You Bring</strong></p><ul><li>Bachelor’s degree</li><li>JD required</li><li>10+ years of substantive transactional contract negotiation experience required</li><li>Expert ability to handle highly complex negotiations and varied contracts with Fidelity's most strategic vendor relationships independently</li><li>Attend and represent contracts leadership at stakeholder meetings</li><li>Create, oversee, and manage reporting and analytics for assigned project</li><li>Significant transactional experience required, with excellent negotiation skills and knowledge of business terms and conditions.</li><li>Top-quality presentation, interpersonal and diplomacy skills, including ability to simplify complicated issues and build consensus among competing interests</li><li>Excellent strategic, tactical thinking, judgment, and decision-making skills, which you will readily use to simplify sophisticated contract and business issues for straightforward, practical analysis and resolution.</li><li>Executive-level confidence, presence, initiative and influencing skills</li><li>Ability to simultaneously manage multiple, large-scale projects at various stages both alone and delegating to others as needed.</li><li>Proactive management of multiple Supplier relationships and ability to work well under pressure.</li><li>Proven commitment to drive quality and process improvements</li><li>Excellent project management skills</li><li>Consistent ability to problem solve and work autonomously</li><li>Positive and collaborative approach forging pragmatic and creative solutions across a variety of contract issues in a dynamic environment</li></ul><p><strong>The Value You Deliver </strong></p><ul><li>Provides business leaders with contract analysis and a point-of-view for decision support</li><li>You are a builder and a guardian, helping the business achieve its goals while protecting the firm against risks and exposure.</li><li>Understands business objectives of the applicable Fidelity business team and integrates those requirements into the appropriate contracting vehicle.</li><li>Providing the organization with recommendations, modifications, and process improvement opportunities.</li><li>Provides guidance to senior leadership and colleagues as a subject matter expert</li><li>Leverage experience and knowledge to provide thought leadership with business partners throughout the contracting lifecycle.</li><li>Participating in cross-functional working teams.</li><li>Applying, evaluating and refining the internal Fidelity transactional standards and practices.</li><li>Responds to shifting priorities while maintaining progress of regularly scheduled workload.</li></ul><p><strong>The Team</strong></p><p>We are an organization of professionals who own the contractual framework and contract process for most procurement-related strategic transactions across the firm. The VP, Strategic Contracts will manage the process for Fidelity’s most strategic and large complexity relationships and ad hoc contracting projects, including participating in weekly assessment and strategy meetings, creating and maintaining a pipeline of work, and facilitating communications between Strategic Contracts and its legal, risk, and other business partners.</p><h3>Certifications:</h3><h3>Category:</h3>Legal<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President, Strategic Contracts

<h3>Job Description:</h3><p>The Administrative Assistant of Personal Investing Regional Centers supports leadership at all levels and ensures that communication, Licensing, compliance and other business procedures run effectively and efficiently.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>A bachelor's degree strongly preferred, or, secretarial certificate/ related work experience.</li></ul><ul><li>3+ years of meaningful experience preferably in a professional environment</li></ul><ul><li>Ability to form relationships and be proactive while communicating effectively with all levels</li></ul><p><strong>The Purpose</strong> <strong>of Your Role</strong></p><p>You will deal directly with and provide support to management at all levels of the company and frequently deal directly with customers and business partners as well. Your excellent communications skills will be constantly demonstrated, as will your ability to handle multiple tasks simultaneously as you serve as a focal point of a dynamic, fast-paced business environment.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>A bachelor's degree strongly preferred, or secretarial certificate/ related work experience.</li><li>3+ years of validated experience preferably in a professional financial services environment</li><li>Ability to be proactive and communicate efficiently with all levels</li><li>Ability to maintain a high level of confidentiality</li><li>Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook)</li><li>Good writing and grammatical skills (i.e. for generating and editing memos)</li><li>Consistent track record to prioritize, react and think quickly</li><li>Self-starter with strong sense of ownership and involvement is critical</li><li>Ability to seek clarification or assistance when needed</li><li>Willingness to get involved with the work of the larger team</li><li>You will provide periodic expense report and travel management support for the Managers and Sr leaders.</li><li>You will have the responsibility of office management including maintaining office supplies and acquiring computer/equipment support.</li><li>You will handle calendar management using Microsoft Office scheduling and coordinating meetings.</li><li>Desire to work on ad hoc projects as required</li><li>Flexible enough to work overtime when needed</li><li>Creation of reports and high-quality presentations using Excel and PowerPoint</li><li>Assistance with larger group initiatives, including moves, space planning, etc.</li></ul><p><strong>The Value</strong> <strong>You Deliver</strong></p><ul><li>Polished attitude with professional maturity and positive character</li></ul><ul><li>Have a high proficiency with Microsoft Office software (Word, Excel, PowerPoint, and Outlook)</li></ul><ul><li>Must be detail-oriented and possess strong communication and interpersonal skills</li></ul><ul><li>Confirmed ability to prioritize, react and think quickly</li></ul><ul><li>Desire to work on ad hoc projects as needs arise</li></ul><ul><li>Excellent writing and grammatical skills (i.e. for generating and editing memos)</li></ul><ul><li>Must be flexible enough to work overtime when needed</li></ul><ul><li>Self-starter with strong sense of ownership and involvement is essential</li></ul><ul><li>Heavy calendar management utilizing Microsoft Outlook</li></ul><ul><li>Scheduling and coordination of meetings</li></ul><ul><li>Creation of reports and high quality presentations utilizing Excel and PowerPoint</li></ul><ul><li>Coordination of domestic travel arrangements and processing expenses</li></ul><ul><li>Assistance with larger group initiatives, including moves, space planning, etc.</li></ul><ul><li>Special projects and other administrative duties as needed</li></ul><p><strong>How Your Work Impacts</strong> <strong>the Organization</strong></p><p>The administrative staff at Fidelity plays a vital role in the company's success, and the individuals serving in these positions are recognized by their colleagues as key members of the team. Excellent communications skills will be constantly put to the test, as will the ability to prioritize multiple tasks simultaneously serving as a focal point of a dynamic, fast-paced business environment.</p><h3>Certifications:</h3><h3>Category:</h3>Administration<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Executive Assistant

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

Financial Consultant- Franklin, TN

<h3>Job Description:</h3><p><strong>Job Description:</strong></p><p>The Global Security Operations Center (GSOC) Senior Security Manager is a key leadership role within Fidelity’s Global Security team. This role is responsible for supporting and leading the GSOC teams through strategic, technical, and operational objectives and coordinating crisis situations that impact our associates, business units and physical locations. The GSOC Senior Security Manager will use their leadership and knowledge of people, operations, systems, intelligence gathering and analysis, crisis/incident management, and Fidelity business units to help build and deliver a security plan of action and to make sure that operational teams are performing effectively. This role is instrumental in driving technical and procedural solutions for the GSOC that are thoughtful, innovative, and contribute to the safety and security of Fidelity associates, business units and locations throughout the world.</p><p><strong>Job Responsibilities:</strong></p><ul><li>Applies advanced knowledge and experience to coordinate and oversee multiple activities within Security Operations including the delivery and implementation of the Visual Command Center, asset protection, risk evaluation, response, investigative support, life safety monitoring and crisis management services.</li><li>Provide leadership, guidance, and mentorship to Specialists and Lead Specialists in the execution of their core responsibilities, including threat observation, analysis, monitoring, and reporting. Ensure performance objectives are consistently met in alignment with GSOC operational standards, while fostering a culture of collaboration and teamwork that drives both individual and collective success.</li><li>Ensures staffing levels meet operational needs and develops training appropriate for the Specialist and team Lead Specialist roles.</li><li>Evaluates teams use of various security systems and best practices using a data driven approach. Areas of evaluation include visual command center alerts, geo-fencing alerts, access control, video management, life-safety, communication skills on the phone and radio, proper use of mass-notification systems to facilitate the response to potential security/safety events, as well as incident and event reporting.</li><li>Promotes a culture where employee wellness and professional development are critical to maintaining a skilled and motivated workforce.</li><li>Required to problem solve in complex and time sensitive circumstances to ensure a safe and secure associate work environment and to prevent or reduce impact to business operations.</li><li>Provides analysis of incident and event data to ensure reporting is accurate, timely and relevant. </li><li>Makes operational decisions based on current physical security and risk analysis best practices.</li><li>Responsible to monitor use of technical resources and where needed escalate to and assist technology team with system troubleshooting.</li><li>Provides guidance to site/branch leadership during incident/crisis response. </li><li>Leads projects that meet both technical and non-technical operational objectives, enhances team efficiency, and addresses identified gaps.</li><li>Required to act as event director or communications manager on incident bridge calls to enable business decision making and deliver incident communication to associates.</li><li>Manage and address situations of a stressful or sensitive nature, while maintaining Fidelity’s confidentiality and information security practices.</li><li>Collaborate with stakeholders to ensure technical solutions, workflows, and processes for the Global Security Operations Center are thoughtful, innovative, efficient, and forward-looking.</li></ul><p> <strong>Qualifications:</strong></p><ul><li>Integrity and professionalism</li><li>Bachelor’s Degree</li><li>5+ years of security, law enforcement, emergency services, military, or other relevant experience.</li><li>Previous experience working in and leading personnel in a Global Security Operations Center (GSOC), or similar command center environment.</li><li>A positive attitude with excellent verbal and written communication skills.</li><li>Experience directly managing people or leading a team.</li><li>Experience triaging and escalating Workplace Safety issues. </li><li>Broad knowledge of and experience with open-source intelligence gathering, analysis, and reporting best practices.</li><li>Basic experience configuring/administrating technical security systems such as access control, alarm/video monitoring platforms and other data capturing systems.</li><li>Proficiency in Microsoft Office programs (Word, Excel, SharePoint, Office 365)</li><li>Basic project management experience.</li><li>Experience in crisis and incident response, focusing on the ability to maintain a calm and efficient response in high-pressure settings.</li><li>Ability to interact with staff at all levels in a high pressure and fast paced environment.</li><li>Ability to work in a flexible scheduling environment (nights, weekends, and holidays) as operational needs dictate.</li></ul><p> This position will be based in Merrimack, NH and will report to the Vice President of the Global Security Operations Center.</p><h3>Certifications:</h3><h3>Category:</h3>Security<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Security Operations

<h3>Job Description:</h3><p><strong>Director, Signature Venues &amp; Specialty Dining Title</strong></p><p><strong>The Role</strong></p><p>The Director will play a pivotal role running our Signature Venue spaces, facility guest &amp; specialty dining experience and operations, budget management and staff coordination.</p><p>This is a crucial role in ensuring a smooth transition to a new facility/office and lead both the opening and ongoing operations. They will partner closely with the Workforce Planning &amp; Real Estate team to ensure cohesion in running physical space, visitor experience and related technologies for general meetings &amp; events in the space.</p><p>This Director will lead all aspects of specialty dining operations including, collaborating with the Executive Chef on menus, procurement and other food service-related operations. They manage all aspects of the dining rooms, including handling reservations and ensuring efficient and outstanding service.</p><p>This person is a key figure in ensuring a memorable and positive experience for guests, while also leading the front-of-house staff and operations with efficiency and integrity.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>The Director will be a self-starter who is inquisitive and creative with a lens for operational and experiential excellence, coupled with a natural curiosity about the F&amp;B industry and market trends. The successful candidate be responsible for creating and executing a strategy and leading the operating model for associate and client engagement within our signature spaces. They will proactively collaborate with several groups/stakeholders to ensure smooth coordination and efficient service and be comfortable and confident engaging with all levels of the organization.</p><p>Focused on welcoming, attentive, and exacting customer service, you will showcase a strong attention to detail, flexibility and an ability to function in a fast-paced environment and adapt to changing situations, as well as quickly solve problems and anticipate situations. As a leader you are approachable and have a proven track record to work under tight deadlines on multiple, concurrent responsibilities and the capability to handle multiple tasks simultaneously and prioritize effectively.</p><p>Strong leadership skills with experience in training and mentoring staff are critical, as the role will train, supervise, and lead the front-of-house staff, ensuring they provide excellent service, as well as coordinate with kitchen and service staff for a seamless, outstanding back-of-house experience.</p><p>The individual will have excellent verbal and written communication skills to work well with guests (executive and C-suite level) and staff including executive chef(s). Finally, the ability to handle customer issues, through the implementation of a feedback channel (handling complaints, ensuring guest satisfaction and a positive experience) and make decisions quickly and effectively is paramount.</p><ul><li>7+ years’ experience in a professional/corporate setting</li><li>Experience in high-end client meeting centers, luxury hospitality or executive dining, with opening experience a plus</li></ul><p><strong>The Team</strong></p><p>This role is part of the dynamic Meetings and Events team, which collaborates with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide objectives.</p><h3>Certifications:</h3><h3>Category:</h3>Event Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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