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<h3>Job Description:</h3>Job Title: Execution Services Team LeadLocation: BostonWorking Hours – Local TimesBoston: 8:30 am – 5pm (Shift rotation for every 4th weekend work)The Purpose of Your RoleFidelity Digital Asset Services ℠ is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. The Execution Services Operations team is responsible for identifying and resolving trade breaks, proactively monitoring order flow, identifying, and escalating trade discrepancies, resolving trading and exchange-related disputes, and providing key external client support. To be effective, you will work closely with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to ensure understanding of client trading and operational needs as well and drive overall satisfaction. With your knowledge and commitment, you will become a collaborative and resourceful member of the team, sharing best practices and driving successful results.The Expertise we’re looking for<ul><li>Bachelor's Degree preferred</li><li>5+ years of trade &amp; post trade execution support &amp; knowledge of trading and industry practices/tools</li><li>In depth knowledge of front to back trade lifecycle</li><li>Daily workflow management experience in setting shifts and ensuring work is completed within SLA</li><li>Strong attention to detail and experience in reviewing others work</li><li>Experience and demonstration of working within a procedure and controls operational environment – familiar with audit process</li><li>Strong process management &amp; decision-making skills</li><li>Prior experience in taking the lead on key projects or initiatives</li><li>Experience in supporting testing in UAT &amp; Production environments</li><li>Deep knowledge of Retail &amp; Institutional clients, accounts (e.g. hedge funds)</li><li>Understanding and demonstration of quantitative &amp; analytical skills and experience with associated platforms</li><li>Relationship building skills across teams, business units, and national peers</li><li>Proficient skills in various PC software applications to include Microsoft, Access, Excel, Word, Power point</li><li>Cryptocurrency knowledge an advantage</li></ul>The Skills You Bring<ul><li>Your excellent interpersonal, verbal, and written communication skills</li><li>Your ability to work well on global teams and in fast-paced, cross-collaborative environments</li><li>Your ability to think analytically and deliver solutions to complex challenges and recognize when escalation is required</li><li>Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions</li><li>Your passion for thought leadership in innovation &amp; promotion of change amongst the group</li><li>Your success in navigating and thriving in a dynamic, growing new business</li><li>Your understanding of risk inherent to Institutional trade execution</li></ul>The Value You DeliverAt Fidelity, collaboration isn’t just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you’ll deliver are:<ul><li>Coaching and developing a team of associates to deliver an outstanding experience to our clients</li><li>Prioritizing and handling critical issues/exceptions that are received from clients/ business</li><li>Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency and policy &amp; procedures</li><li>Driving high satisfaction, quality, and efficiency for both the client and FDAS</li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionCompany OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost 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.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.

Fidelity Investments

Execution Services Team Lead

<h3>Job Description:</h3><h3>Engagement Lead, Fidelity Consulting </h3>The Role As Engagement Lead, you lead the day-to-day management of strategy projects critical to Fidelity Businesses. Our projects aim to solve Fidelity’s most critical business issues, and your role is highly valued by business leaders to drive critical thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelity’s businesses. These projects are typically staffed with three to six associates over a four to six-month timeframe. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes. The Expertise &amp; Skills you bring <ul><li>You hold an MBA.</li><li>The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.</li><li>You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus.</li><li>Demonstrated interest or experience in the financial services industry, particularly in the intermediary and institutional space.</li><li>You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.</li><li>You have both the flexibility and the skill to lead and contribute to teams.</li><li>Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation</li><li>Understanding and knowledge of the financial intermediary and institutional industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape</li><li>Understanding of key intermediary and institutional activities including but not limited to investment sales, capital markets, advisor solutions and go-to-market strategies.</li><li>Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research</li><li>Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations</li><li>Ability to assess risk and operationalize findings - turning research into actions</li><li>Proficient in quantifying challenges and requirements related to execution</li><li>Driver of decisions in complex environments with multiple partners</li><li>Skilled in building relationships with peers and executives in a variety of capacities</li><li>A desire to work with people development and mentoring</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.<h3>Certifications:</h3><h3>Category:</h3>ConsultingMost 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.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.

Engagement Lead

<h3>Job Description:</h3>VP, Head of Complex AssetsThe RoleThe Complex Asset Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies.The VP, Head of Complex Assets will manage a cross-functional team that will oversee such contributed assets from initial inquiry, to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets.Serving at the intersection of wealth creation and philanthropy, you will help make more of a difference for business owners, private equity investors, and their professional legal, tax and financial advisors, who are increasingly seeking more strategic ways to use growth investments to improve their philanthropic impact.The Expertise and Skills You Bring <ul><li>J.D. required</li><li>B.A. or B.S degree required</li><li>LLM in Tax a plus</li><li>Five years of law firm or in-house experience preferred</li><li>Experience in mergers and acquisitions, taxation, tax exempt-organizations and private capital markets desired</li><li>Experience and high level of competence in the areas of due diligence and assessment of risk in connection with equity interests in private corporations, limited partnerships (such as private equity and hedge fund and other alternative investment vehicles) and limited liability companies</li><li>Curiosity about philanthropy and planned giving a plus</li><li>Experience managing a high-functioning team of experts</li><li>Strong people management skills, and ability to coach and develop the team</li><li>Strong analytical and detail-oriented aptitude</li><li>Strong oral and written communication skills</li><li>Dynamic and personable with a proven track record of taking the lead</li><li>A strong work ethic</li><li>A continual learner with desire to expand areas of expertise</li><li>Professional and positive demeanor.</li><li>Outstanding time-management skills and the ability to prioritize and respond to competing requests.</li><li>Ability to define and communicate clear direction and strategy for the team</li><li>Strong decision making skills</li><li>Strong risk manager</li></ul>The TeamFidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<h3>Certifications:</h3><h3>Category:</h3>Relationship ManagementMost 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.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.

VP, Head of Complex Assets

<h3>Job Description:</h3>The RoleThe Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Senior Manager, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.Key responsibilities will include:<ul><li>Provide independent risk oversight and challenge to 1st line fraud and operational functions.</li><li>Coordinate fraud risk incident management, including assuring end-to-end risk remediation.</li><li>Develop overall policies related to fraud risk management.</li><li>Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.</li><li>Fraud risk advisory support in the development of new products, services, and key business projects.</li><li>Conduct risk assessments and control testing / validation.</li></ul>The Expertise and Skills You BringKey experience and expertise factors:<ul><li>Preferred is at least 7+ years of industry experience in roles such as Fraud Management, Operational Risk Management, or Business / Operational roles with a Fraud / Risk Management component at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies</li><li>Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.</li><li>Experiences in development of risk management policies, standards, and frameworks.</li><li>Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.</li><li>Project management skills preferred.</li><li>Excellent social skills including succinct written and verbal communication.</li><li>Ability to build and maintain collaborative working relationships with partner teams.</li></ul>The TeamThe Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $89,000-$150,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Risk

Sr. Manager, Fraud Risk Oversight

<h3>Job Description:</h3><h3>The Role </h3>As a Program Manager, you will be responsible for managing the Asset Management Compliance training program. Working in partnership with the program director, this role will execute the both the strategic direction and tactical implementation of the AM Compliance training program. Responsibilities include learning needs analysis, identifying appropriate training programs and program planning/management, stakeholder management, communication, completion reporting and audit responding.<h3>The Expertise and Skills You Bring</h3><ul><li>5+ years’ experience in a learning and development environment</li><li>Partner/Stakeholder management and consultation</li><li>Ability to project manage multiple large-scale projects with tight time constraints</li><li>Strong interpersonal skills and demonstrated excellence in project management</li><li>Consult and collaborate with compliance, risk, enterprise learning and governance partners on program strategy, content, execution and training completions/reporting.</li><li>Monitor and improve compliance training courses ensuring program is in alignment with the Compliance Program and Policies (CPPs) and training controls and respond to audit requests.</li><li>Build relationships across Risk, Compliance, and Enterprise Compliance training to create cohesive but not duplicative AM specific compliance training program.</li><li>Support and troubleshoot escalation issues.</li><li>A balance of strategic, technical, and tactical learning and development skills.</li><li>Ability to work with senior leadership, collaborate with team and business partners with confidence and credibility and exhibit good understanding of issues and challenges for the businesses.</li><li>Strong organizational, verbal, and written communication skills.</li><li>Ability to prioritize, manage multiple projects and deadlines.</li><li>Ability to work with and interpret data, especially audience criteria to ensure compliance training is appropriately assigned.</li><li>Basic understanding of Compliance</li><li>SumTotal knowledge/expertise</li><li>HR Information Systems proficiency (people data)</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>TrainingMost 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.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.

Program Manager, Talent Development

<h3>Job Description:</h3>The Role The Lifetime Engagement (LTE) Product Area plays a critical role in driving customer centricity across Workplace, Brokerage &amp; Wealth to reduce friction and enable customer experiences that accelerate lifetime engagement with Fidelity. The Director, Lifetime Engagement Planning and Reporting is responsible for measuring, analyzing, and communicating progress toward our objectives, for helping to run the Lifetime Engagement organization’s operating routines, and for synthesizing our work for business unit quarterly and annual routines. Reporting to the VP of Lifetime Engagement Planning and Reporting, you will serve as a key enterprise source of truth for critical KPIs and a dot connector within our product area, ensuring its efficient and effective operation. The Value You Deliver Key responsibilities will include: <ul><li>Analyze performance against Product Area and Shared PW KPIs and report progress to senior executives and business partners </li></ul><ul><li>Identify trends and changes in key metrics, investigate the drivers of these, and communicate to senior leaders </li></ul><ul><li>Implement governance and business routines to effectively prioritize and manage the Lifetime Engagement Product Area, such as alignment forums, all-associates meetings, business reviews, and resource management discussions </li></ul><ul><li>Facilitate MYP planning and annual scorecard/KPI alignment in partnership with LTE Leadership and Planning and Finance partners </li></ul><ul><li>Build and maintain strong relationships with Planning and Reporting leaders across Workplace, Wealth, and Brokerage </li></ul><ul><li>Partner closely with CKSI stakeholders </li></ul><ul><li>Provide visibility into deliverables, events, plans, and strategic business initiatives to drive alignment (e.g. integrated calendar) </li></ul>The Expertise and Skills You Bring <ul><li>BA/BS required </li></ul><ul><li>Minimum 7 years working in a professional environment </li></ul><ul><li>Strong analytical skills and an ability to own the end-to-end reporting process and ultimately communicate insights </li></ul><ul><li>Demonstrated ability to engage and effectively communicate with senior leaders and team members </li></ul><ul><li>Proactive and detail-oriented with a focus on quality and accuracy </li></ul><ul><li>Ability to simplify complex topics </li></ul><ul><li>Curiosity along with the ability to bring new insights and thinking to the business </li></ul><ul><li>Ability to work in a dynamic and ambiguous environment while creating alignment and generating momentum </li></ul><ul><li>Experience in successfully navigating large organizations and getting things done within them </li></ul><ul><li>Financial Services experience and/or knowledge </li></ul>Note: Fidelity will not provide immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>Business StrategyMost 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.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.

Director, LTE Planning and Reporting

<h3>Job Description:</h3>The RoleWant a role that is essential in all phases of digital product management? Join the Brokerage Business Expertise &amp; Solution Team! As a Product Manager, you will integrate product knowledge, product strategy and experience in product management, providing leadership to bridge the gap between strategy and execution by aligning strategic goals with business value. Applying data-driven insights to identify strategic product enhancements, define clear requirements, deliver innovative solutions, and assess business outcomes for measurable impact. Eliciting and detailing the needs of customers, partners, LRC, and project objectives to ensure alignment and clarity throughout the development lifecycle. Crafting detailed product requirements that reflect end-user functionality, supported by cross-functional teamwork and visual artifacts. Implementing quality controls to ensure solutions meet defined requirements, function as intended, and are continuously improved. Supporting client and field readiness and providing deep expertise in digital product functionality.The Expertise and Skills You Bring<ul><li>8+ years of product manager experience delivering customer or associate focused digital solutions.</li><li>Proven ability to lead high priority initiatives from concept through execution across multiple cross-functional teams</li><li>Passionate about using data to address challenges, skilled in synthesizing insights into compelling narratives, vision statements, and data-informed decisions.</li><li>Extensive experience in root cause identification, process, journey and value stream mapping.</li><li>An affinity for technology, specifically APIs and technology platforms, and a dedication to staying current with industry innovations.</li><li>Experience in trading and/or research platforms with a focus on self-directed investors.</li><li>Experience in the specific areas of Self-Directed investing for youth / novice through advanced traders in experiences such as Trading, Monitoring, Research and Active Trader Next.</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The TeamWe are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share core product management and analytical abilities, as well as a set of differentiated skills which extends their ability to meet squad needs.We are aligned with the Brokerage Product Delivery Capability product area whose mission is to provide the easiest, simplest, and fastest digital experience to our clients and associates. We do this by focusing on the business capabilities and API-focused platforms that accelerate speed to resolution and leverage technological advances in the following areas:<ul><li>Trading &amp; Research</li><li>Money Movement</li><li>Customers and Accounts</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

Director, Product Management

<h3>Job Description:</h3>Are you passionate about shaping the future of digital product management in the brokerage space? Join the Brokerage Business Analysis Team, where you’ll play a pivotal role in all phases of product development—from strategy to execution.The RoleAs a Product Manager supporting a Brokerage Experience Squad, you’ll collaborate closely with your Squad Leader to define and deliver a compelling product vision. You’ll integrate product knowledge, strategy, and customer insights to identify enhancements, craft detailed requirements, and drive innovative solutions that deliver measurable business impact. Your responsibilities will span backlog management, rigorous testing, and product release support, all while maintaining alignment with customer needs and business goals. Drawing on deep expertise in self-directed investing—including Equities/ETFs, Fixed Income, Options, and Margin—you’ll ensure experiences across Trading, Monitoring, Research, Active Trader Next, Engagement and Youth experiences are intuitive and high-performing. This role also supports broader Brokerage product teams as needed, offering flexibility and cross-functional collaboration to scale our ability to serve diverse investor segments.The Expertise and Skills You Bring<ul><li>Minimum 5-8 years of experience in Financial Services or related industries</li><li>Product management experience with a strong track record of delivering customer- and associate-focused digital solutions across web and mobile platforms.</li><li>Proven ability to lead high-priority initiatives from concept through execution, collaborating across cross-functional teams in agile environments.</li><li>Expertise in self-directed investing, including Equities/ETFs, Fixed Income, Options, Margin, and trading strategies—serving a range of investor segments from novice to advanced.</li><li>Passionate about using data to solve problems, with strong skills in synthesizing insights into compelling narratives, vision statements, and data-informed decisions.</li><li>Skilled in root cause analysis, process and journey mapping, and maintaining a customer-obsessed mindset to continuously improve experiences.</li><li>Excellent communication, time management, and proactive problem-solving abilities</li><li>Series 7 and 63 preferred or ability to acquire</li></ul>The TeamWe are a collaborative group of Brokerage experts committed to delivering exceptional digital experiences, investment tools, and support for self-directed investors.We are passionate about bringing together process, technology, analytics, and user experience to scale our ability to serve our growing client and associate base. Our members share core product management and analytical abilities, as well as a set of differentiated skills which extends their ability to meet business needs.Our mission is to build lifetime relationships with self-directed investors through modern, personalized, best-in-class solutions.Note: Fidelity is not providing immigration sponsorship for this positionCompany OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.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.

Product Manager Brokerage Product Experience Delivery

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - San Diego, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>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. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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