field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<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>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - San Jose, CA

<h3>Job Description:</h3><h3>The Role</h3><p>The ServiceNow HR Analyst will be a part of a team that will manage day to day enhancements and fixes. This role will facilitate the requirements, design, testing, and delivery of projects and system enhancements while representing stakeholder interests. Your role will also ensure the accurate collection, control, processing, and maintenance of confidential employee record data. This position will have the opportunity to work across many different Fidelity teams.</p><p>As a ServiceNow HR Analyst, you will</p><ul><li><p>Manage end to end implementation of ServiceNow enhancements and defects</p></li><li><p>Research and advise on existing and upcoming capabilities of ServiceNow</p></li><li><p>Research and implement solutions to incidents and requests</p></li><li><p>Update standards and procedures documentation as required</p></li><li><p>Coordinate &amp; Publish HR Knowledgebase articles</p></li><li><p>Creation of automated test scripts to be used for future upgrade releases</p></li><li><p>Leverage thorough understanding of business process and system processes to make recommendations and propose technical/non-technical solutions to meet business requirements</p></li><li><p>Building trust and leveraging solid working relationships with key business partners</p></li></ul><h3>The Expertise And Skills You Bring</h3><ul><li><p>Bachelor’s degree or equivalent work experience</p></li><li><p>A minimum of 2+ years Business / Systems Analyst experience</p></li><li><p>5+ years ServiceNow configuration experience or 2+ years of ServiceNow development experience</p></li><li><p>Experience in Human Resources a plus, but not required</p></li><li><p>Experience with requirements definition, documentation, and refinement</p></li><li><p>Experience with end to end test planning and execution</p></li><li><p>Strong analytical and problem-solving skills, with high attention to detail</p></li><li><p>Strong written and communication skills</p></li><li><p>Excellent interpersonal skills</p></li><li><p>Experience in a fast paced, agile environment</p></li><li><p>Coding experience would be a nice to have(Javascipt)</p></li><li><p>Platform experience</p></li><li><p>You are analytical, technical, problem-solving and communication skills are a key strength</p></li><li><p>You are highly organized and have a strong ability to prioritize and work under tight deadlines</p></li><li><p>You understand the importance of being detail oriented complemented by a high degree of accuracy</p></li><li><p>You have experience with configuring ServiceNow</p></li><li><p>You have a keen ability to build and influence relationships</p></li><li><p>You are a self-motivated team player with the ability to work independently</p></li><li><p>You have good business judgment and ability to maintain confidentiality of all data</p></li><li><p>Your attention to detail consistently generates high quality output is a priority in your daily work</p></li></ul><p>The Team</p><p>This role will be a key player on the Enterprise HR / Payroll Platform team, supporting ServiceNow. You will be part of a team focused on increasing efficiency and transforming the internal case management tool through technology. You be focused on the enhancements of ServiceNow and will collaborate with business and technology partners to solve issues, deliver enhancements, and provide on-going support in an Agile environment.</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>

Senior ServiceNow HR Analyst

<h3>Job Description:</h3><p><strong>The Role: </strong></p><p>Transfer Agent (TA) Compliance is seeking a <strong>Compliance Advisor</strong> to support Fidelity’s SEC-registered transfer agents and their compliance with the federal securities laws. As a member of TA Compliance, you will provide day-to-day compliance support for the transfer agent functions dispersed throughout Fidelity’s business units, including FI, FBOT, WI, and FMR India – providing, among other things, regulatory guidance on the federal securities laws that govern transfer agents and/or investment companies, clarification of applicable policies and procedures, guidance on the remediation of risk incidents, compliance issues, or audit findings; and consultation on the adoption of new systems, applications, or processes employed by Fidelity’s business units to fulfill transfer agent duties.</p><p><strong>Responsibilities:</strong></p><ul><li>Establish and maintain an effective relationship with business partners and provide advice with respect to a wide range of compliance/regulatory topics.</li><li>For assigned compliance/regulatory topics, support all elements of the transfer agent’s 38a-1 Compliance Program, which includes compliance support for scheduled risk assessments and control testing conducted by Corporate Risk, completing comprehensive annual reviews of the transfer agent’s Compliance Policies and Procedures and related underlying procedures and making required edits prior to submission to the approval workflow, monitoring Key Risk Metrics (KRMs) and investigating reported metrics that exceed established thresholds to ensure the effectiveness of the key compliance controls.</li><li>Provide compliance advice and problem resolution to business partners and other Legal, Risk and Compliance personnel when moderate to complex regulatory compliance issues are identified.</li><li>Analyze moderate to complex findings identified via risk assessments/control testing, internal audits, service recoveries/risk incidents, respond to management with a proposed course of action, and track progress of remediation efforts, escalating where appropriate.</li><li>Assess inherent and residual compliance risks associated with key business activities, new products or services, new or modified systems, applications or logic and assist with developing recommendations to mitigate risks, including but not limited to the implementation of process improvements and/or new control activities.</li><li>Analyze new regulatory rule proposals, identify those potentially impacting the transfer agent and work with business partners to implement any necessary changes.</li><li>Provide timely responses to compliance questions received via TA Compliance’s compliance inquiry intake tool, email, or otherwise.</li><li>Assist in the support of regulatory examinations and/or data/information production requests received from regulators.</li></ul><p><strong>The Expertise and Skills You Bring:</strong></p><ul><li>Bachelor’s degree (required).</li><li>5+ years of relevant business operations experience, ideally with experience supporting Fidelity’s mutual funds, or 2+ years of experience in a compliance, risk or audit role.</li><li>Proficient in Microsoft Office Word, Excel, and PowerPoint.</li><li>Foundational understanding of the mutual fund industry coupled with a strong understanding of Fidelity’s businesses, systems, and operational procedures that support Fidelity’s mutual funds.</li><li>Excellent verbal and written communication skills.</li><li>Effective relationship management skills and ability to influence decision makers. </li></ul><ul><li>Ability to apply regulatory and compliance concepts to Fidelity’s business units, independently develop informed opinions concerning the application of compliance requirements to Fidelity’s operational business practices, and articulate those opinions in the form of advice, training, and/or other communications with business management.</li><li>Proficient in managing multiple, concurrent projects and making effective judgments in prioritizing and allocating time to complete project deliverables and tasks within targeted deadlines.</li></ul><p><strong>The Team:</strong></p><p>TA Compliance is a team within FI &amp; FBOT Compliance that provides compliance support for Fidelity’s SEC-registered transfer agents: Fidelity Investments Institutional Operations Company LLC (FIIOC), National Financial Services LLC (NFS), Fidelity Business Services India Private Limited (FBS India) and Fidelity Stock Transfer Solutions (FSTS). TA Compliance administers the transfer agent oversight elements of the Fidelity Funds’ 38a-1 Compliance Program, a program designed to ensure that the Funds and its service providers maintain written policies and procedures and a strong system of controls to comply with the federal securities laws. On behalf of FSTS, Fidelity’s equity stock transfer agent, TA Compliance administers a similar compliance program built on governance and oversight elements designed to prevent, detect, and promptly remediate violations of the federal securities laws.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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>

Compliance Advisor

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This <strong>Vice President, Digital Assets Product Manager</strong> role at Fidelity is responsible for building out the infrastructure for Fidelity’s Digital investment products operational ecosystem. The focus on cryptocurrencies, tokenized products, and blockchain technology adds a groundbreaking dimension to the position! The areas for evaluation will include Fidelity Fund Investment Operations (FFIO). The Vice President will provide critical digital subject matter expertise and context to accelerate the product roadmap and future state of the organization's operational capabilities and functions.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree or equivalent experience.</li><li>12+ years’ proven experience preferred including digital asset products servicing with an asset manager, audit firm or custodian.</li><li>Outstanding knowledge of alternative investments with an emphasis on broad and deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.</li><li>Demonstrated ability to develop and implement a strategic plan.</li><li>In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds. CAIA and /or CFA is a plus.</li><li>Research skills including the proficiency to collect information about a topic, review that information and analyze and interpret the details in a way to support a solution.</li><li>Strong written and verbal communications skills. You will be able to absorb sophisticated information and present it in a clear, digestible way to multiple audiences.</li><li>Excellent administrative skills and attention to detail, with an ability to deliver multiple, concurrent high priority assignments and due dates.</li><li>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred.</li><li>This role can be filled at the VP or Director level based on experience and business needs.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>In Global Product Solutions (GPS), we are on a mission to deliver innovation and outstanding product and program solutions from concept through execution while encouraging our talent. Our multifaceted and energetic team is nestled within the FFIO organization. The Digital team, in particular, is a central service team passionate about on-boarding new product requirements from Asset Management to help expand FFIO’s capabilities and to from operational readiness to a scalable target state operating model. Interacting with various groups within Fidelity and representing the business to customers and partners make for a multidimensional and engaging work environment. Come and join this diverse team as we perform incredible work!</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>

Vice President, Digital Assets Product Manager

<h3>Job Description:</h3><p>The Role</p><p>As a Stock Plan Services (SPS) Squad Leader, you will blend Stock Plan expertise with a passion for delivering results and driving scale and efficiency across the Client Servicing organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute on specific results. Ensuring respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role.</p><p>You will work in partnership with the Product Area Leader, other agile squads, Chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture.</p><ul><li><p>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support</p></li><li><p>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</p></li><li><p>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</p></li><li><p>Inspecting and evaluating progress, and removing impediments for your squad</p></li><li><p>Defining, presenting, and evaluating results against agreed acceptance criteria</p></li><li><p>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>8-10 years of related product management experience, systems development, product development, and/or project/product management</p></li><li><p>Bachelor’s degree preferred</p></li><li><p>Financial services experience preferred</p></li><li><p>Agile experience preferred</p></li><li><p>Strong understanding of workflow and operations service models</p></li><li><p>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to maximize value delivered</p></li><li><p>You have a continuous improvement approach</p></li><li><p>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</p></li><li><p>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</p></li><li><p>You are intellectually curious and model a culture of learning and coaching</p></li></ul><p><strong>The Team</strong></p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.</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>

Squad Leader, Stock Plan Recordkeeping

<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 - Ft. Myers, FL

Financial Representative - Greenville, SC

<h3>Job Description:</h3><p><strong>JOB TITLE </strong></p><p><strong>Principal Data Scientist – Natural Language Processing </strong></p><p>Fidelity Workplace Investing is seeking for Data Scientists with experience in natural language processing, large language model, machine learning, knowledge graph. This position will be based full time in Boston, MA.</p><p>The <strong>Purpose</strong> of Your Role</p><p>This individual will lead high profile data science and artificial intelligence projects working closely with Technology, Product Management, and others across multiple business units and teams to develop AI-based solutions by developing advanced AI models and technologies with Natural Language Processing(NLP), Large Language Model(LLM) and Machine Learning(ML), and developing Knowledge Graph to enable high performance of the AI models. Candidate must be comfortable in a fast-paced, unpredictable and sometimes ambiguous environment working with current and emerging AI technologies. The assignments will include model development with NLP, LLM and ML technologies, gathering data from multiple sources, data processing and analysis, knowledge graph development, unstructured data analysis, predictive and prescriptive analytics, interpretation of findings, presentation, and system implementation.<br><br>The successful candidate will be capable of supporting projects across many areas with the highest degree of quality. They will have a proven record of assuring quality of data gathering and analysis, be a team player who thrives in a high performing work environment and acts with confidence to communicate to all levels of Workplace Investing and the Fidelity Enterprise.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>PhD in Computer Science, Information Science, or other related STEM disciplines with extensive research on natural language processing, deep learning, knowledge graph, reasoning, OR Master’s Degree in the same areas above with 10 years relevant professional experience</li><li>Deep understanding and knowledge of natural language processing, Large Language Model, deep learning, machine learning, knowledge graph, reasoning</li><li>A strong Python and SQL programmer with demonstrated proficiency in data extraction, data engineering, data analysis, machine learning, data modeling and pipeline automation. An ability to write object-oriented solutions and to package together and streamline existing models is preferred</li><li>Solid verbal communication, presentation, and business/industry/scientific technical writing skills with an ability to explain complex data science, statistics, and computer science concepts clearly for a nontechnical audience; comfortable interacting with various levels of management from different functions</li><li>Proficiency in information design with the ability to present and visualize data to foster efficient and effective understanding of the information.</li><li>Experience and knowledge in information retrieval, questing answering, deep learning and Large Language Model technologies</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Manage and guide the AI model developments with Large Language Model, natural language processing, knowledge graph development, data science and data engineering elements of AI projects</li><li>Set a strategic direction for model development, knowledge graph development, data identification, collection and qualification activities</li><li>Lead data analysis for multiple projects with diverse scope and complex business and technical challenges across several business units and functions</li><li>Develop best practices for data science, considering the full analytical lifecycle</li><li>Develop guidelines for the evaluation of new analytical tools and platforms</li><li>Implement new technologies in a production environment with product, IT, and data engineering teams</li><li>Present reports and findings to senior level technical and non-technical audiences<br> </li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>As a data scientist in Fidelity Workplace Investments, you will contribute to advancing the analytics and data science capability for a variety of employee benefit products, and will take the organization to the next level.</p><p>Company Overview</p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit <strong>FidelityCareers.com</strong></p><p><em>Fidelity Investments is an equal opportunity employer.</em></p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<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>

Principal Data Scientist--Natural Language Processing

<h3>Job Description:</h3><h3><strong>The Role</strong> </h3><p>The Senior Associate, Annuity &amp; Life Product Management is a key member of the Institutional Custody &amp; Retirement product team and will support the development and management of a holistic suite of retirement and protection products intended for intermediary Fidelity clients like Broker Dealers and RIAs. The associate will also play an important role on the team as a key interface for Fidelity with its carrier community. </p><h3><strong>The Expertise and Skills You Bring</strong> </h3><p>This role will drive product development in partnership with intermediary clients and related external partners/ vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuities, with expertise in life insurance and long-term care products being a plus. Specifically, an understanding of the evolving carrier e-App and DTCC ecosystem for end-to-end electronic annuity order processing and posting will differentiate a candidate. </p><ul><li><p>Bachelor’s degree (or its equivalent). </p></li></ul><ul><li><p>5+ years of experience with annuities, insurance products and the respective marketplace (specifically the insurance carrier or distributor side). </p></li></ul><ul><li><p>Experience with a large (top 10) carrier of Annuity products is a big plus. </p></li></ul><ul><li><p>Experience with brokerage technology is a plus. </p></li></ul><ul><li><p>Ability to interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing. </p></li></ul><ul><li><p>Ability to collaborate with a variety of technology teams to establish clear client-ready outcomes that enable annuity platform adoption </p></li></ul><ul><li><p>Ability to collaborate with vendors &amp; annuity carriers and their teams to launch industry-leading experiences that comply with the latest industry standards </p></li></ul><ul><li><p>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment. </p></li></ul><ul><li><p>You are curious, driven, collaborative in nature and an excellent teammate. </p></li></ul><ul><li><p>Participation in or working knowledge of insurance and annuity industry boards such as DTCC Advisory Board, Insured Retirement Institute, etc. as well as an understanding of their role within the industry. </p></li></ul><ul><li><p>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period. </p></li></ul><ul><li><p>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress. </p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong> </p><h3><strong>The Team</strong> </h3><p>This dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and a slew of internal stakeholders across Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience overall. Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence. The associates building Annuity products and services form one group within an organization that supports a variety of Retirement products like IRAs &amp; HSAs, and a variety of Institutional Custody products serving Trust &amp; Trust Accounting needs in the Bank &amp; Recordkeeper space. </p><h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<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>

Senior Associate - Annuity & Life Product Management

<h3>Job Description:</h3><h3><strong>The Role</strong> </h3><p>The Associate, Annuity &amp; Life Product Management is a key member of the Institutional Custody &amp; Retirement product team and will support the development and management of a holistic suite of retirement and protection products intended for intermediary Fidelity clients like Broker Dealers and RIAs. </p><h3><strong>The Expertise and Skills You Bring</strong> </h3><p>This role will drive product development in partnership with intermediary clients and related external partners/ vendors. The ideal candidate must have strong domain knowledge in individual fixed and variable annuities, with expertise in life insurance and long-term care products being a plus. Specifically, an understanding of the evolving carrier e-App and DTCC ecosystem for end-to-end electronic annuity order processing and posting will differentiate a candidate. </p><ul><li><p>Bachelor’s degree (or its equivalent). </p></li></ul><ul><li><p>3-5 years of experience with annuities, insurance products and the respective marketplace (specifically the insurance carrier or distributor side). </p></li></ul><ul><li><p>Experience with a large (top 10) carrier of Annuity products is a big plus. </p></li></ul><ul><li><p>Experience with brokerage technology is a plus. </p></li></ul><ul><li><p>Ability to interface with clients and translate their needs into product requirements for a customized platform that enables digital annuity order processing. </p></li></ul><ul><li><p>Ability to collaborate with a variety of Fidelity &amp; vendor technology teams to establish clear client-ready outcomes that enable annuity platform adoption </p></li></ul><ul><li><p>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment. </p></li></ul><ul><li><p>You are curious, driven, collaborative in nature and an excellent teammate. </p></li></ul><ul><li><p>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period. </p></li></ul><ul><li><p>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress. </p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong> </p><h3><strong>The Team</strong> </h3><p>This dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and a slew of internal stakeholders across Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience overall. Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence. The associates building Annuity products and services form one group within an organization that supports a variety of Retirement products like IRAs &amp; HSAs, and a variety of Institutional Custody products serving Trust &amp; Trust Accounting needs in the Bank &amp; Recordkeeper space.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<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>

796 Investment Consultant Jobs