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<h3>Job Description:</h3><h3><strong>The Role </strong></h3><p>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.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>5+ years’ experience in a learning and development environment</p></li><li><p>Partner/Stakeholder management and consultation</p></li><li><p>Ability to project manage multiple large-scale projects with tight time constraints</p></li><li><p>Strong interpersonal skills and demonstrated excellence in project management</p></li><li><p>Consult and collaborate with compliance, risk, enterprise learning and governance partners on program strategy, content, execution and training completions/reporting.</p></li><li><p>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.</p></li><li><p>Build relationships across Risk, Compliance, and Enterprise Compliance training to create cohesive but not duplicative AM specific compliance training program.</p></li><li><p>Support and troubleshoot escalation issues.</p></li><li><p>A balance of strategic, technical, and tactical learning and development skills.</p></li><li><p>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.</p></li><li><p>Strong organizational, verbal, and written communication skills.</p></li><li><p>Ability to prioritize, manage multiple projects and deadlines.</p></li><li><p>Ability to work with and interpret data, especially audience criteria to ensure compliance training is appropriately assigned.</p></li><li><p>Basic understanding of Compliance</p></li><li><p>SumTotal knowledge/expertise</p></li><li><p>HR Information Systems proficiency (people data)</p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><h3>Certifications:</h3><h3>Category:</h3>Training<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

Program Manager, Talent Development

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Want 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.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>8+ years of product manager experience delivering customer or associate focused digital solutions.</p></li><li><p>Proven ability to lead high priority initiatives from concept through execution across multiple cross-functional teams</p></li><li><p>Passionate about using data to address challenges, skilled in synthesizing insights into compelling narratives, vision statements, and data-informed decisions.</p></li><li><p>Extensive experience in root cause identification, process, journey and value stream mapping.</p></li><li><p>An affinity for technology, specifically APIs and technology platforms, and a dedication to staying current with industry innovations.</p></li><li><p>Experience in trading and/or research platforms with a focus on self-directed investors.</p></li><li><p>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.</p></li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3><p><strong>The Team</strong></p><p>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 squad needs.</p><p>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:</p><ul><li><p>Trading &amp; Research</p></li><li><p>Money Movement</p></li><li><p>Customers and Accounts</p></li></ul><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>

Director, Product Management

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>As key members of the Wealth Management and Advisory team we are responsible for partnering with distribution partners to develop, implement and support the diverse set of investment solutions to Fidelity Institutional intermediary clients. We are fortunate to contribute to Fidelity’s rapidly growing advice business and capabilities with focus on advice solutions offered to advisors, home offices, and family offices through managed offerings including model portfolios, separately managed accounts, unified managed accounts and technology capabilities and tools. This role will be responsible for supporting the development and management of Fidelity’s FMAX platform. </p><p>The Director, Managed Platform Product Manager will support the implementation and ongoing support of Fidelity Institutional’s FMAX offerings with the following core responsibilities: </p><ul><li><p>Demonstrates deep institutional knowledge of the Envestnet UMP platform to support FMAX and MAS. </p></li></ul><ul><li><p>Manage and resolve inquiries related to managed platforms received via email and Microsoft Teams, ensuring timely and effective support. </p></li></ul><ul><li><p>Participate in product lifecycle process design and requirements definition to deliver on FMAX product roadmap </p></li></ul><ul><li><p>Resource for FMAX subject matter expertise and product oversight, product policies, and business acceptance. </p></li></ul><ul><li><p>Provide overall product management support for FMAX and drive resolution of client experience issues, business risks and process impediments </p></li></ul><ul><li><p>Engage in data/information gathering and analysis to inform FMAX product strategy and product development activities. </p></li></ul><ul><li><p>Liaison to distribution partners to gather feedback and provide support for an enhanced client experience </p></li></ul><ul><li><p>Communicate investment philosophy, process, resources and results to internal partners and will work closely with product professionals across Fidelity's distribution channels to support product positioning, product marketing, and product development. </p></li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>BS degree required. </p></li></ul><ul><li><p>Ten plus (10+) years of financial services experience, preferably in product management, product development, or product strategy roles. </p></li></ul><ul><li><p>Knowledge of managed accounts and, technology architecture, and trading practices </p></li></ul><ul><li><p>Working experience with TAMP offerings and product development </p></li></ul><ul><li><p>Demonstrates deep institutional knowledge of the Envestnet UMP platform to support FMAX. </p></li></ul><ul><li><p>Solid understanding of the Financial Intermediary marketplace and all aspects of a brokerage offering, the competitive landscape of the managed accounts industry, and familiarity with Fidelity products and services </p></li></ul><ul><li><p>Strong analytical and critical thinking skills required ensuring analyses are thoroughly vetted and sound </p></li></ul><ul><li><p>Perform data analysis to identify critical client insights, recognize product usage trends and uncover opportunities for improving process efficiencies for our clients </p></li></ul><ul><li><p>Interpersonal and Influencing skills are critical along with a proven track record of successfully engaging with all levels of management across multiple business units </p></li></ul><ul><li><p>Communication skills and the ability to clearly, concisely and persuasively present sophisticated proposals, issues and arguments, both in writing and verbally </p></li></ul><ul><li><p>Project management skills required to successfully drive projects across the company and run critical dependencies. Knowledge of agile working models is preferred </p></li></ul><ul><li><p>Work collaboratively across the Fidelity Enterprise and possess strong influence management skills while maintaining productive long-term working relationships </p></li></ul><ul><li><p>Manage internal and external communications related to assigned product responsibilities </p></li></ul><p><strong>The Team</strong> </p><p>In this role you will be part of a diverse, collaborative, and adaptive team tasked with helping grow Fidelity’s Managed account platform (FMAX) grow in the marketplace! We are seeking candidates who like to work in an agile and future-thinking organization who values positive change agents with an unwavering commitment to wowing our customers. </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>

Director, Managed Platform Product Manager

<h3>Job Description:</h3><p><strong>Senior Manager, Workplace Investing (WI) Communications</strong></p><p><em>Strong Preference for Boston </em></p><p>The <strong>Role</strong></p><p>As a Senior Communications Manager, you will be a member of the Workplace Investing (WI) Communications team, reporting to the VP of WI of Communications. As a trusted consultant to senior leaders, you will develop and execute communication programs that support WI business objectives. You’ll work to amplify the WI Multi-Year Plan across audiences, ensure alignment with Fidelity’s enterprise priorities, and collaborate with colleagues from the WI Communications team and across Corporate Affairs to drive impact.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Bachelor’s degree</li></ul><ul><li>5-8+ years of relevant experience</li><li>Financial services/benefits knowledge preferred</li></ul><p>The <strong>Skills</strong> You Bring</p><ul><li>Helping execute communications plans that articulate business priorities, strategies, and impact, in close partnership with team members and key internal stakeholders</li><li>Working across Corporate Affairs and with business partners (e.g., HR, Strategy &amp; Finance, Product &amp; Marketing, Meetings &amp; Events, External Communications, Government Relations &amp; Public Policy, etc.) to source content, as well as align communications and messaging with other business units and enterprise-focused teams</li><li>Creating, proof-reading, formatting, and managing distribution of business unit and senior leader communications – including collateral for events, blogs, and social media posts – for a variety of internal and external communication channels</li><li>Managing multiple and simultaneous projects, ensuring that all efforts meet Fidelity’s high standards in the areas of accuracy, ethics, legal, and compliance</li><li>Constantly exploring new, creative, and engaging ways to engage employees with key messages across a variety of communications channels</li><li>Partnering with in-house creative solutions team or outside vendors on video and design for communications programs</li></ul><ul><li>Measuring the effectiveness of communications programs to include creation and assembly of weekly, monthly, and ad hoc communications reports for senior management</li></ul><p>The Team</p><p>The WI Communications team is part of the Fidelity Leadership Communications organization within Corporate Affairs. Working closely with the most senior leaders within WI, we develop communications programs that resonate with associates – whether they are part of the various WI domains or enable the business through technology and operational resilience. As part of the larger Corporate Affairs team, we are able to connect our work to larger enterprise efforts that reach a range of internal and external audiences.</p><h3>Certifications:</h3><h3>Category:</h3>Communication<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, WI Communications

<h3>Job Description:</h3><h3><strong>Fidelity Digital Assets Controls Manager</strong></h3><p><strong>The Role </strong></p><p>The Business Execution and Controls team within Fidelity Digital Assets is looking for a Controls Manager to maintain and manage changes to our technology and operational processes and controls. The Digital Assets Controls Manager will perform analysis in support of new or changing products and services to assess the impact to the control environment and processes that support core business objectives.</p><p><strong>The Expertise and Skills You Bring </strong></p><p>You are a proactive, autonomous person who thrives in multifaceted 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><p><strong>Bachelor’s degree or equivalent experience</strong></p></li><li><p><strong>A minimum of four years’ experience</strong> <strong>in project program management or business analysis</strong></p></li><li><p><strong>Analytical mentality</strong> with intellectual curiosity and the ability to assess interdependencies across teams.</p></li><li><p><strong>Outstanding written communication skills</strong> with attention to detail and clarity.</p></li><li><p>Ability to collaborate across multiple levels of the organization and influencing others to drive delivery</p></li><li><p>Excellent project management skills and ability to manage tasks in a fast-paced environment</p></li><li><p>Expertise or interest in Digital Assets</p></li><li><p>Passion for quality, accuracy, and efficiency</p></li><li><p>High level of integrity, appropriate sense of urgency, and self-motivation</p></li><li><p>Proficiency in the <strong>Microsoft Office Suite </strong>and the ability to quickly learn new tools and platforms</p></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>Business Analysis<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>

Controls Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Data Product Manager within Stock Plan Services (SPS), you will lead the vision and strategy for a multi-year recordkeeping data product that supports both near-term recordkeeping goals aligned to long-term aspirations for data innovation. You will be accountable for defining business data subjects for our plan admin recordkeeping needs and working with technology leaders and delivery teams in delivering near-term solutions towards longer term business data needs and power API-driven solutions. Through your foresight and oversight you will support near-term execution in delivery squads aligned to long-term strategic goals for the plan admin product that lay the foundation for using data to drive innovation.</p><p>You will apply your deep stock plan expertise with data product management knowledge to drive innovation, ensure adoption of data standards, and deliver differentiated business value. You will work cross-functionally with technology, architecture, governance, and capability teams to ensure alignment, consistency, and excellence in data delivery.</p><p>You will also have a strong 'look ahead' mentality, anticipating future customer needs, market trends, and technical dependencies to build a proactive and resilient product roadmap. As part of planning, you will identify risks and opportunities early, align resources across the domain effectively, and ensure seamless execution of long-term strategies. Your ability to think several steps ahead will be critical in driving innovation, avoiding delivery bottlenecks, and maintaining alignment with business goals. Ideal candidates will have a passion for strategic planning, a collaborative spirit, and a proven track record of delivering value through foresight and preparation.</p><p><strong>The Team</strong></p><p>You will collaborate closely with the Product Area Leader, development squads, Chapter Leaders, and key stakeholders across SPS and the enterprise. You will foster a culture of agility, innovation, and continuous improvement while promoting Fidelity’s leadership principles and values.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>10+ years of experience in data product management, systems development, or technical leadership roles.</p></li><li><p>Proven ability to define and execute data strategies aligned with innovative business outcomes.</p></li><li><p>Strong fluency of data as a product thinking with data platforms.</p></li><li><p>Demonstrated ability to establish and monitor governance frameworks to drive adherence to a data strategy.</p></li><li><p>Experience with API development, data replication, and platform readiness (risk, compliance, performance).</p></li><li><p>Familiarity with data governance, metadata management, and enterprise taxonomy.</p></li><li><p>Demonstrated success in leading cross-functional teams and driving adoption of standards.</p></li><li><p>Proven ability to accept ambiguity and knowledge of how to apply your problem-solving skills to find your way out of the fog</p></li><li><p>Capable of collaborating across multiple teams and partners in a matrixed environment</p></li><li><p>Ability to think strategically and for the long term without sacrificing pace over perfection</p></li><li><p>Bachelor’s degree required; MBA or advanced technical degree preferred.</p></li><li><p>Financial services experience and Agile methodology exposure are strong pluses.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>You think strategically and decompose a business strategy into an action, translating business needs into data solutions.</p></li><li><p>You are a strong communicator and collaborator, able to influence without authority.</p></li><li><p>You are technically fluent and comfortable working with architects, engineers, and data scientists.</p></li><li><p>You are passionate about data quality, governance, and delivering value through data.</p></li><li><p>You are comfortable managing complex initiatives and navigating organizational dynamics.</p></li><li><p>You are intellectually curious and committed to continuous learning and improvement.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Leading the definition and execution of equity compensation plan admin data product strategy across multiple squads and platforms.</p></li><li><p>Delivering robust data platform capabilities, including APIs, pipelines, and infrastructure readiness.</p></li><li><p>Driving adoption of data standards and practices across capability squads and environments.</p></li><li><p>Partnering with COEs (e.g., Architecture, Data Modeling, Governance) to ensure scalable and compliant solutions.</p></li><li><p>Prioritizing and managing a unified backlog of data-centric initiatives aligned with business goals.</p></li><li><p>Supporting data technology innovation through proofs-of-concept (e.g., data bridging, translation layers).</p></li><li><p>Ensuring data quality, reconciliation, archival, retention, and metadata management across the ecosystem.</p></li><li><p>Measuring and reporting on the performance and impact of data initiatives using critical metrics and scorecards.</p></li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Stock Plan Services delivers best-in-class equity compensation administration for corporate clients. As a Data Product Manager, your leadership will enable the modernization of SPS’s data ecosystem, supporting new product development, operational efficiency, and strategic growth. Your work will directly impact the quality, accessibility, and value of data across the organization.</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>

Squad Lead - Data Product Manager

<h3>Job Description:</h3><p><strong>SENIOR MANAGER, DIGITAL TRANSFORMATION</strong> </p><p><strong>The Role</strong> </p><p>Are you passionate about driving transformation at scale and making an impact for millions of clients? Fidelity’s Digital Transformation team partners across channels, journeys, and platforms to reduce friction, improve efficiency, and enhance client experience. </p><p>As a Senior Manager, Digital Transformation, you will join the Digital Products function with a mandate to deliver measurable impact by reducing cost-to-serve, driving adoption, and embedding reusable solutions that enable frictionless experiences. This role is highly cross-functional, sitting at the intersection of execution, business transformation, data insights, and client enablement. </p><p>You’ll manage delivery of established initiatives while also shaping the next wave of high-impact transformation plays that streamline servicing, drive adoption, and improve business outcomes. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Bachelor’s degree required; MBA or other advanced degree preferred </p></li></ul><ul><li><p>6+ years of progressive experience in strategy consulting, transformation, or enterprise program leadership; financial services experience is a strong plus </p></li></ul><ul><li><p>Proven success in leading large scale transformation initiatives from ideation through execution with measurable impact on cost, efficiency or revenue </p></li></ul><ul><li><p>Expertise in digital transformation, customer servicing &amp; segmentation, or channel orchestration strategy in large matrixed organization </p></li></ul><ul><li><p>Strong track record of leading complex initiatives across functional lines with measurable business outcomes </p></li></ul><ul><li><p>Ability to craft executive-ready presentations and business cases to drive decision-making </p></li></ul><ul><li><p>Comfortable managing multiple priorities in a matrixed, fast-paced environment </p></li></ul><ul><li><p>Past experience in identifying root causes and design practical solutions — applying a consulting mindset to frame problems, size opportunities, and mobilize execution. </p></li></ul><ul><li><p>Strong communication and organizational skills; capable of influencing without authority </p></li></ul><ul><li><p>Comfortable using dashboards, external / internal trends, behavior signals and client metrics to derive insights and shape enterprise thinking </p></li></ul><p><strong>The Team</strong> </p><p>The Digital Transformation team is part of Fidelity’s Digital Products organization, focused on scaling client adoption and enhancing experiences across channels. The team runs enterprise-wide transformation plays that directly impact customer experience, operational efficiency, and business growth. </p><p>We partner across channels, journeys, and platforms to reduce friction, simplify servicing, and embed reusable solutions that scale across the firm. Our work connects business strategy with execution — ensuring outcomes that matter for customers, associates, and Fidelity overall. </p><p>You’ll be joining a high-performing team that values creativity, accountability, and ownership — and you’ll have the opportunity to directly influence how Fidelity evolves its transformation capability. </p>The base salary range for this position is $89,000-$150,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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><h3>Certifications:</h3><h3>Category:</h3>Product Management

Senior Manager, Digital Transformation

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><p><strong>The Expertise You Have </strong></p><ul><li>Require associate in this role to hold Series 7 &amp; 63 licenses</li><li>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required</li></ul><p><strong>The Value You Deliver </strong></p><ul><li>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s “trusted advisor.”</li><li>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</li><li>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</li><li>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</li><li>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</li></ul><p><strong>Strategic Book Management</strong></p><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</li><li>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</li><li>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul>The base salary range for this position is $112,000-$255,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications 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 Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - San Francisco, CA

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications 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 Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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