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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking a results-driven Senior Manager of Operations Excellence to join our team of internal consultants and process engineers who will drive strategy and reengineering initiatives within the Fidelity Fund and Investment Operations (FFIO) operating environment.</p><p>In this role, you will join a team of change leaders focused on analyzing, designing, implementing process improvements, and improving the associate experience across various business functions. You will collaborate with business partners to design and implement enhanced business capabilities, creating a more scalable and flexible operating environment while achieving consistent quality. Your goal will be to enhance operational efficiency, reduce waste, and improve service delivery through data-driven strategies and continuous improvement methodologies. We are looking for a self-motivated individual with excellent analytic and communication skills who can work across business operations and technology teams.</p><p>The Value You Deliver</p><ul><li>Efficient communication in team environment.</li><li>Understand business vision and strategy.</li><li>Facilitate team working sessions and influence key operational managers and directors.</li><li>Deliver measurable impact through definition and refinement of key objectives and key performance indicators that demonstrate outcomes.</li><li>Continuously learn and develop your skills in strategic analysis, design, and operational excellence.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree</li><li>5+ yrs of experience in process engineering, process improvement, or a related field.</li><li>Experience with operational strategy, strategic analysis and execution, design thinking, and large-scale process re-engineering preferred.</li><li>Demonstrated experience collaborating with cross-functional teams.</li><li>Expertise in process improvement, design thinking, and strategic thinking.</li><li>Proficiency in process mapping tools (e.g., Visio).</li><li>Strong team player who can also work independently.</li><li>Excellent written and verbal communication skills.</li><li>Excellent organizational and analytical skills.</li><li>Ability to handle ambiguity and adapt to changing business priorities.</li><li>Ability to manage concurrent projects in a fast-paced environment.</li><li>Comfortable challenging the status quo and proposing new ideas.</li></ul><p><strong>Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>The Operations Strategy &amp; Performance Delivery team (OSPD) plays a critical role in strategy development and performance delivery for all FFIO. The team drives operational improvement and interacts with the business domains and shared services functions within FFIO. We are an objective partner that delivers operational effectiveness and innovative automation solutions to drive measurable value and accelerated results across Fidelity business units and for our customers. As a team-centric organization, we provide ample opportunities for collaboration with other OSPD team members, as well as key business partners, both upstream and downstream.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Senior Manager, Operations Excellence

<h3>Job Description:</h3><p><strong>Sr. Associate, Corporate Development</strong></p><p><strong>The Role</strong><br>Reporting to the Senior Vice President, Corporate Development, the Senior Associate will support the Corporate Development team and business partners in the valuation and due diligence process of potential acquisitions and strategic investments. Additionally, this role will be responsible for assisting the team with originating new opportunities that are strategically aligned with our business and with strategic evaluations of core and non-core businesses. Other responsibilities include staying current on industry trends and monitoring strategic moves of top competitors/industry leaders as well as researching current and future trends in the financial services industry.<br> </p><p><strong>The Expertise &amp; Skills You Bring</strong></p><ul><li>4+ years of experience in Corporate Development, Private Equity, Investment Banking, or Venture Capital preferred</li><li>Advanced financial modeling and valuation skills with expertise in constructing complex models are required</li><li>Strategic mindset and strong business acumen to evaluate potential acquisitions, investments, partnerships, etc.</li><li>Excellent research and communication skills - the ability to gather, synthesize, and clearly communicate executive-level materials on companies, products, and industries</li><li>Superior organizational and process/project management skills. Demonstrated ability to coordinate cross-functional work teams</li><li>Results-oriented, versatile and self-motivated</li><li>Financial Service industry experience is preferred<br> </li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong><br> </p><p><strong>The Team</strong><br>Fidelity Corporate Development Group is a multidisciplinary team that works closely with all Fidelity's Business Units and levels of the organization to evaluate strategic opportunities. These opportunities include potential investments, acquisitions, divestitures, partnerships, and strategic alliances, as well as business unit evaluations and reviews.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Associate, Corporate Development

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Director, Digital Asset Strategist at Fidelity Digital Asset Management (FDAM) will be focused on establishing and building relationships across the crypto-native ecosystem, opening new distribution opportunities for FDAM solutions in tokenized investment products. This role requires a highly skilled leader with a passion for digital assets, markets, and financial services products to contribute to our strategic vision and driving business growth.</p><p>Key focus areas include the following:</p><ul><li><p>Tokenized Product Distribution: Expanding client presence worldwide by filling near and long-term pipeline, onboarding and funding new clients, developing comprehensive strategy.</p></li><li><p>Digital Asset Ecosystem Relationship Management: build strategic relationships with digital asset and tokenization market participants at the C-suite/leadership level. Develop cases and cultivate positive relationships across the blockchain ecosystem, representing Fidelity’s interests and objectives.</p></li><li><p>Product Development Feedback: Provide market and client feedback to advise product design and structure. Identifying new use cases for tokenization and developing unique value propositions for clients. Collaborate and influence internal business partners to facilitate product feature and solution building to enhance user experience and satisfaction.</p></li><li><p>Thought Leadership: Collaborating with investment, research, risk, data science, and marketing in creating and enhancing investment content and thought leadership for product positioning.</p></li></ul><p><strong>The</strong> <strong>Expertise</strong> <strong>and</strong> <strong>Skills</strong> <strong>You</strong> <strong>Bring</strong></p><ul><li><p>8+ years of client-facing experience in financial services with an understanding of various investment product structures including private funds.</p></li><li><p>Minimum of 3 years of full-time experience in digital assets with a solid understanding of market trends, competitive landscape, innovations and regulatory considerations that could impact digital assets.</p></li><li><p>Deep knowledge of asset tokenization, smart contracts, and blockchain ecosystems.</p></li><li><p>Ability to grow existing relationships and establish new ones creatively with emerging client segments and dynamic regulatory environment with changing competitor base.</p></li><li><p>Track record of collaborating across business units to achieve goals.</p></li><li><p>Exceptionally strong interpersonal skills in managing internal and external relationships in a proactive, energetic and customer-obsessed way.</p></li><li><p>Highly effective communicator with excellent writing and presentation skills.</p></li><li><p>Strong educational credentials: CFA, MBA, or graduate degree or equivalent experience is preferred.</p></li><li><p>Series 7 &amp; 63 licenses (can be obtained while in role)</p></li></ul><p><strong>The</strong> <strong>Team</strong></p><p>Fidelity Digital Asset Management [FDAM] is the investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients.</p><p>The Digital Asset Strategist team drives business growth across a variety of critical areas of the Fidelity Digital Asset Management (FDAM) business and expands the institutional adoption of FDAM solutions delivered through traditional vehicles (i.e., ETPs) as well as a tokenized structure.</p>The base salary range for this position is $90,000-$204,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Director, Digital Asset Strategist, Tokenization Ecosystem

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Investments is seeking a Squad Leader (SL) within our Personalization Platform team. Our portfolio of personalization solutions enables creation and orchestration of real time personalized experiences for our customers across different channels (web, mobile, virtual assistant, call routing, etc.).</p><p>The SL leads an integrated roadmap for product development within an assigned squad, partnering with other leaders to align product cluster- and product area-level strategic priorities, planning, and curating a shared backlog. They also ensure clear backlog prioritization and communication to squad members, adjacent squads, internal clients, and other partners for successful execution.</p><ul><li>Sets overall mission and vision for their squad, providing integral thought leadership across different platform components and key points of integration, backlog trade-off definition, prioritization, and alignment in collaboration with the Product Cluster and Product Area leaders to ensure alignment on overall strategy.</li><li>Partners as a 'powerful pair' with the respective Chapter Leaders across Engineering, Analytics, and Data Science to align on strategic decisions, solution development and work priorities, ensuring the best-in-class engineering and analytics are at the core of our product solutions.</li><li>Supports an assigned squad as they add new value delivered through prioritization, creativity, innovation, collaboration, and decision making.</li><li>Is accountable for squad's performance and represents the voice of the client in all squad activities. Ensures alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog.</li><li>Partners with chapter and product area leaders to support squad talent needs, defining skill gaps, and building learning opportunities to achieve the strategic direction of the domain and product areas.</li><li>Makes decisions based on anticipated future trends, issues, and business drivers. Identifies and negotiates dependencies across business partners.</li><li>Navigates and guides the squad through high degree of organizational complexity in support of cross-domain and cross-squad work. </li><li>Provide leadership and support in the research and resolution of sophisticated problems, including definition, solution recommendation, testing, and communication with end-users, vendors and other management and staff leading to timely problem resolution.</li><li>Lead/collaborate with a team of 5 - 7 engineers and analysts to strategize and deliver personalization capabilities.</li><li>Handle changes with analytic and business teams as we migrate workloads to the cloud-based designs.</li><li>Advocate for adoption of recommender systems, API’s and algorithmic capabilities across the company.<br> </li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; graduate degree preferred.</li><li>10-15+ years proven leadership and strategic experience</li><li>Proven track record of customer-focused engagement and collaboration across business units with a strategic approach and ability advocate for the adoption of tools and methods that improve the usability and value of personalization solutions.</li><li>Background in common AI, ML, and data science methods and general familiarity with Multi Arm Bandit, Reinforcement Learning, Transfer Learning algorithms.</li><li>Experience leading projects with new/emerging technology and/or products in the early strategy and design stage.</li><li>Makes decisions that impact results with limited guidance and oversight and shift focus and/or direction to meet changing conditions.</li><li>Uses strong analytical and judgment skills to set direction and achievement of goals; keeping key business partners informed on progress.</li><li>Uses strong influencing and problem-solving skills to resolve competing product area/squad level strategic priorities.</li><li>Effective communicator and relationship manager with internal and external customers.</li><li>Excellent written and verbal communication skills with the ability to communicate complex technical information in a clear and concise manner to executives and non-technical leaders.</li></ul><p><strong>The Team</strong></p><p>As part of the Digital Channels Product Area in Fidelity’s Brokerage business unit, you’ll have the resources of an industry leading organization and the agility of an innovation-first team. When you join us, you will:</p><ul><li>Become a valued member of a trusted fintech leader that combines scale, innovation, and mission-driven impact</li><li>Thrive in a people-first, customer-obsessed culture where we value empathy, diversity of thought, inclusion and curiosity. This is where your voice matters and your ideas can craft the future of digital finance.</li><li>Work on meaningful products that help millions invest smarter, trade confidently, and manage their financial lives with clarity.</li><li>Work in an environment that encourages creativity, experimentation, and innovation—we believe that some of the smartest ideas come from outside the room, and we actively seek inspiration beyond our walls.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President/Squad Leader, Personalization

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</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>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Reston, VA

<h3>Job Description:</h3><p><strong>Director, Business Analyst FIA OCI/FIN Record Keeping Platform Team</strong></p><p><strong>The Role</strong></p><p>As a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. </p><p>In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will drive initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN data.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 10+ years of experience</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Proficiency in business acceptance testing, validation exercises, and release management. </li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Ability to translates strategic goals and ideas into action quickly, conceptualizing, developing, and delivering strategies that meet customer needs as well as regulatory and compliance need.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Proficiency in SQL and ability to write and interpret SQL queries for data analysis and validation.</li><li>Experience with AWS services: Familiarity with S3, Lambda, and Glue, especially in the context of data pipelines and serverless architecture.</li><li>Understanding of SOC 1 and HIPAA compliance with experience working in environments with sensitive financial and healthcare data a plus</li><li>Understanding of API documentation, payloads, and integration workflows.</li><li>Familiarity with data ingestion processes especially loading large, structured text files from external carriers into relational databases a plus.</li><li>Experience designing or refining screen layouts in partnership with developers and collaboration on angular-based web applications.</li><li>Foundational exposure to Snowflake or similar data platforms</li><li>Ability to lead initiatives and take accountability for overall program success.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li><li>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li><li>Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.</li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.</p><p>Note: Fidelity will not provide immigration sponsorship for this position</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Business Analyst FIA OCI/FIN Record Keeping Platform Team

<h3>Job Description:</h3><p><strong>The Team</strong></p><p>As a Compliance Director in Regulatory Management, you will have direct contact with the SEC, FINRA and other regulators on behalf of Fidelity Institutional (FI), with particular emphasis on complex matters involving sales, regulatory reporting, and trading matters. You will be responsible for responding to regulatory inquiries and handling examinations related to Clearing, Custody, and Capital Markets. Other businesses you will support include Operations &amp; Services group functions and enterprise-wide policies and functions impacting FI. We work to optimally be a phenomenal partner with regulators and work with integrity to protect Fidelity’s reputation!</p><p><strong>The Expertise We’re Looking For </strong></p><ul><li>Bachelor’s Degree required, JD or MBA or advanced business degree preferred</li><li>10+ years of financial services experience</li><li>Securities industry or regulatory experience preferred</li><li>Product knowledge to include operations, equities and fixed income sales and trading</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Your comprehensive understanding of securities markets, the brokerage business and applicable securities rules and regulations.</li><li>You can draft responses to regulatory inquiries, certain disciplinary actions and exam findings</li><li>You are proficient in Microsoft Excel</li><li>You are able to partner with the legal department concerning litigation, regulatory investigations and regulatory filings</li><li>You are effective when communicating with regulators and internal business partners</li><li>You thrive in a deadline driven, fast-paced environment</li><li>You are able to independently identity, analyze and resolve problems</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Independently responding to regulatory inquiries accurately and in a timely manner</li><li>Leading regulatory examinations in person or remotely.</li><li>Drafting timely, detailed, and accurate written communications to industry regulators</li><li>Sharing knowledge of securities markets and associated regulations</li><li>Conduct detailed research and collaborate with business partners, compliance peers, and Legal</li><li>Identifying core regulatory and compliance issues in a trading environment</li><li>Evaluating regulatory inquiries, complaints, and filings for compliance issues or other potential risk exposure to the Firm, driving remediation efforts as needed, and determining whether to raise to management, the Firm’s legal department, or other business partners.</li></ul>The base salary range for this position is $103,000-$174,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Compliance Director

<p><strong>ABOUT US AND ABOUT YOU</strong></p><p>As a division of SullivanCotter, C3 Nonprofit Consulting Group, helps mission-driven organizations navigate people, cultural and operational issues. C3 partners with nonprofit boards and leaders to develop compensation and rewards programs that align with strategic objectives and advance the success of their missions. Our work includes executive compensation, board compensation, employee compensation, pay fairness, benefits, investment team compensation and development staff compensation. Leveraging decades of experience working with healthcare and nonprofits alike as SullivanCotter, C3 now stands on its own to serve private and community foundations, policy and advocacy organizations, research institutes, colleges and universities, charitable and service organizations, arts and cultural organizations, and associations among others.</p><ul><li>We are motivated first and foremost by helping our clients succeed. Every Associate at SullivanCotter is laser-focused on providing exceptionally responsive and high-quality client experiences.</li><li>We don’t do cookie-cutter – we thrive on developing creative, customized solutions. We also don’t do boring.</li><li>We’re committed to giving you the time, flexibility, and autonomy to do the best work of your career.</li><li>You’ll be joining us at an exciting time in our exponential growth in serving mission-based clients.&nbsp;</li><li>While part of a team, you’ll work autonomously for the most part and we trust you to get work done when/where you can be productive. We are committed to a remote, agile workforce.</li><li>You model inclusivity and bring diversity of thought, critical thinking skills and experience to our team and the firm.</li></ul><p><strong>PRIMARY DUTIES AND RESPONSIBILITIES</strong></p><p>As a Compensation Consulting Manager with the C3 Nonprofit Consulting Group, you will enthusiastically:</p><ul><li>Bring subject matter expertise and experience with compensation consulting methodologies for executive and staff projects.</li><li>Manage the work of junior team members across client engagements and project teams to ensure effective planning, organizing, and management of strategic engagements&nbsp;</li><li>Develop a deep knowledge of the nonprofit industry</li><li>Contribute to all aspects of client engagements and are responsible for leading multiple compensation consulting projects.&nbsp;</li><li>Assist in the identification of follow-on work or new leads and the writing of project proposals and statements of work.</li><li>Synthesizing complex data and information into actionable results and recommendations.</li><li>Design, structure, and deliver reports, presentations, and other client deliverables.</li><li>Develop client relationships through effective communication (face-to-face discussions, telephone, video conferencing, email contact, etc.) and be a collaborative thought partner to client teams.&nbsp;</li><li>Provide leadership, analytical guidance, and creativity for technical work is critical to the success of our client engagement teams and our practice.&nbsp;</li><li>Responsible for growing the compensation consulting and client services business by leading and developing consulting resources in areas such as compensation analysis, technical training, planning, forecasting and compensation market assessments.</li><li>Assist with managing complex projects within established budgets and regularly monitoring the success of the client experience.</li><li>Develop subject matter expertise, proactively sharing knowledge, use of tools, processes, and methodologies established by the firm and effectively guiding junior associates in more complex research, data collection and compensation analytics.</li><li>Participate in team productivity by prioritizing work and demonstrating effective attention to detail, productivity, and high levels of efficiency to meet client project timelines.</li><li>Work to keep the client relationship manager apprised of project status, including delays or potential problems, holding yourself and team members accountable for client deadlines and deliverables.</li><li>Participate in client meetings as requested and anticipate client needs and questions.</li><li>Develop and implement tools, work product templates, processes, and methodologies that will improve productivity and quality.</li><li>Actively participate in workflow and client delivery meetings with a spirit of collaboration.</li></ul><p><strong>EDUCATION AND EXPERIENCE</strong></p><p>We find people who generally fit this profile have a high degree of success in this role:</p><ul><li>Bachelor’s degree.</li><li>Ten years or more of executive and staff compensation consulting experience, or fifteen or more years of related compensation analytical experience, involving data evaluation, financial modeling and presentation design with experience in compensation consulting.</li><li>Solid technical knowledge and experience working with Excel, Word, and PowerPoint.</li><li>Passion for serving organizations to solve complex compensation challenges.</li><li>Proficient skills in problem-solving and critical thinking, including the ability to:<ul><li>Recognize patterns in complex sets of data and develop practical models.</li><li>Analyze and interpret data using basic and advanced modeling techniques.</li><li>Anticipate challenges, identify alternate solutions, and drive the removal of obstacles impeding project/team progress.</li></ul></li><li>Excellent people and articulation skills, including the ability to:<ul><li>Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps associates develop skills, experience, and growth opportunities.</li><li>Manage client delivery project teams.</li><li>Train and develop junior colleagues.</li><li>Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content and factors in perspectives and interests of the audience.</li><li>Write concise project communications, documents, and presentations with an appropriate level of technical detail and complexity.</li></ul></li><li>Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment.</li></ul><p><strong>BEHAVIORAL ATTRIBUTES</strong></p><p>You will be at your best in this role when you:</p><ul><li>Exhibit high levels of enthusiasm and passion for serving the clients and appreciate the mission-based work of our clients.&nbsp;</li><li>Proactively cultivate a diverse, inclusive and equitable workforce.</li><li>Exude strong professional leadership presence and demeanor with the highest level of integrity, fairness and inclusivity.</li><li>Self-start and hold yourself, and others, accountable for the successful delivery of client deliverables.</li><li>Willingly contribute to project success regardless of type of task (i.e., “roll up the sleeves approach” to teamwork).</li><li>Demonstrate selfless collaboration and a teamwork mentality.&nbsp;</li><li>Demonstrate intellectual curiosity, a passion for continuous learning, and a desire for diversity in thought, experience and ideas.</li><li>Commit to delivering work on time with the highest level of quality.&nbsp;</li><li>Self-reflectt and actively participant in your own development, as well as in the effective development of others.</li><li>Communicate openly and directly with team members.&nbsp;</li></ul><p><strong>SALARY, BENEFITS AND PERKS&nbsp;</strong></p><ul><li>Competitive &nbsp;total compensation package&nbsp;</li><li>Medical and dental coverage at no premium cost for employees</li><li>401(k) and profit-sharing retirement plans</li><li>Flexible spending accounts</li><li>Paid time off (PTO)</li><li>Company-paid holidays</li><li>Gender-neutral parental leave</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Life and AD&amp;D insurance</li><li>Short- and long-term disability</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul><p>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.</p><ul><li>$141,400.00 - $212,200.00 annually</li></ul><p><em>SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.</em></p>

SullivanCotter

Compensation Consulting 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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Relationship Manager - Virginia Beach, VA

<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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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