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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Vice President, Testing &amp; Reporting Services (TRS), will lead a robust operations organization while overseeing multiple teams and managing a team of people leaders. TRS operations teams are dedicated to outstanding client service and operational excellence in support of annual compliance activities for Workplace Investing (WI) defined contribution plans. TRS supports the Strategic, Select, Large and Core markets and partners closely with Client Relationship Management and Client Service Managers and Administrators to help plan administrators comply with plan-year ERISA and DOL rules and regulations.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>Bachelor’s degree required; Advanced degree preferred</p></li><li><p>12+ years of relevant operations leadership experience</p></li><li><p>In-depth knowledge of the retirement plan industry</p></li><li><p>Demonstrated ability to lead in a large scale, multi-site production environment</p></li><li><p>Able to build and motivate effective, purposeful teams through coaching, empowering and mentoring skills</p></li><li><p>Excellent communications skills and proven ability to influence leaders at all levels</p></li><li><p>Outstanding strategic, analytical, conceptual thinking, and problem-solving capabilities that will advance the TRS service offering across people, process and platform.</p></li><li><p>Assume responsibility and accountability for the ownership of TRS year-end compliance operations</p></li><li><p>Monitor key performance indicators to identify and implement changes that can improve the customer experience and efficiency</p></li><li><p>Set clear goals and expectations and managing team performance to enable the team to accomplish organizational goals and maintain positive morale</p></li><li><p>Coach and develop managers and associates to their fullest potential, while empowering directs to make decisions</p></li><li><p>Think and work across Fidelity to influence and improve TRS operational performance</p></li><li><p>Develop and maintain key stakeholder, plan sponsor and business partner relationships to ensure we are working toward common goals</p></li></ul><p><strong>The Team</strong></p><p>Testing and Reporting Services (TRS) provides annual reporting and other services to more than 25,000 plan sponsors at Fidelity Investments. TRS’ services span several work streams: Plan Year End Summary (PYES), Form 5500, Employer Calculations &amp; Additional Testing (ECATs), Nondiscrimination Testing (NDT), and Customer Service. TRS produces more than 125,000 annual reporting campaigns which are provided electronically via our highly secure client portal – Plan Sponsor Webstation (PSW). This suite of reporting is the underpinning for our plan sponsor’s annual compliance related activity. Services we provide are provided to clients’ auditors and to governmental agencies such as the Department of Labor (DOL) or Internal Revenue Service (IRS). Our team manages Service Level Agreements and regulatory deadlines that must be met in order to avoid penalties and to maintain client satisfaction.</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>

Fidelity Investments

Vice President, Testing & Reporting Services

<h3>Job Description:</h3><p>Enterprise Technology Risk &amp; Analytics (ETRA) is seeking a passionate, driven, and experienced technology professional to join our team.</p><p><strong>The Role</strong><br>The individual in this role will be based in Merrimack, Boston, Smithfield, or Westlake and report to the Director of Technology Risk for Advanced Process Solutions (APS), Customer Contact Center (EC3) and Enterprise Infrastructure &amp; Operations (EI&amp;O), within ETRA. The individual will work closely with our business units, Internal Audit, Risk, Information Security Officers (ISOs), and Fidelity external auditors and regulators. </p><p>You will work closely with various ETRA Centers of Excellence (COEs), perform proactive risk and control assessments, monitor technology controls, document and oversee remediation plans, participate in corporate audits, and provide External Audit support. You will be responsible for monitoring and escalating business impacting incidents to ETRA and LRC senior leaders and develop/maintain associated reporting. </p><p>This is also a great opportunity to work closely with the BU Technology teams on emerging technologies supporting modernization efforts. <br> </p><p><strong>The Expertise You Have</strong><br>• 5-8 years of experience in information technology risk management, audit and/or compliance, or cybersecurity with significant experience in information technology controls review; experience in financial services audit organization preferred <br>• BA/BS, preferably in technology or related field of study<br>• Demonstrated technical abilities in multiple areas (e.g., technology infrastructure and application controls, cybersecurity, access management, resiliency, data loss prevention (DLP), network, cloud, etc.)<br>• Experience performing technology risk assessments, control assessments or IT Audits<br>• Ability to represent complex programs to external auditors and regulators<br>• Experience or knowledge of cloud-based deployments, DevOps, and associated risk/controls and auditing requirements preferred<br>• Expertise and hands-on experience in ITSM processes, at an enterprise level<br>• Professional technology risk certifications or interest in pursuing (CISSP, CISA, CRISC, CISM) preferred<br> </p><p><strong>The Skills You Bring</strong><br>• You have a strong knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions.<br>• Your ability to build and maintain collaborative working relationships with Information Technology and Business personnel <br>• Your love of solving complex problems, comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills<br>• Your process orientation and understanding of operations and technology enabling you to provide support in the analysis, development, and monitoring of controls<br>• Your ability to manage multiple projects concurrently and to work under pressure to meet tight timeline commitments<br>• Experience performing risk assessments, control assessments, IT audits or implementing technology controls for large scale financial service organizations (mainframe, distributed, network and cloud environments)<br>• Knowledge of industry standards, frameworks, and best practices, such as NIST, SOC1, SOC2, ISO27001, ISO27701, ISO22301 <br>• Your skillset and hands-on experience with ITSM processes and oversight<br>• Your excellent verbal and written communication skills enabling you to prepare and present recommendations to business partners and senior management<br>• Advanced computer literacy with word processing, spreadsheet, process flow and presentation applications<br>• Your comfort with data analytics and ability to consume and distribute data<br>• Knowledge of governance, risk, and compliance (GRC) tools, such as Archer is preferred<br>• Understanding of application development, deployment and management patterns, especially DevOps and CI/CD practices is preferred<br> </p><p><strong>The Value You Deliver</strong><br>• Ability to act as a leader on the team, who is comfortable sharing your thoughts and POV to senior management<br>• Desire to continuously learn and stay up to date on an ever-changing technology landscape.<br>• Assessing the various information technology risks that the business units face in their operations and implementing action plans, policy and procedural changes for risk avoidance and mitigation<br>• Conducting in depth information technology risk assessments, which include documenting controls, identifying potential gaps or inconsistencies, creating detailed process flows, and making sound recommendations for improvement and/or mitigation<br>• Conducting readiness reviews and IT General Control reviews for large information technology development projects ensuring appropriate systems development lifecycle methodologies are being applied and necessary controls are in place<br>• Identifying/designing appropriate KPIs/KRIs for IT risk monitoring <br>• Understanding and consulting on information security standards and industry best practices<br>• Ensuring associates are trained and knowledgeable about information technology controls<br>• Reviewing third party vendors and contracts to ensure appropriate controls are in place and function effectively <br>• Tracking action plans to ensure findings are remediated appropriately, and in a timely manner <br>• Liaison with Internal and External audit teams, tracking internal and external audit findings, perform issues follow-up, consulting and action plans with owners and issue resolution.<br>• Providing risk perspective for technology incidents, track risk findings related to incidents, and serve as a liaison for technology risk management<br>• Evaluating control maturity by performing control design and operating effectiveness reviews and peer reviewing as needed</p><p><strong>The Team</strong></p><p>The Technology Risk team oversees the management of controls, and the mitigation of risk related to our technology infrastructure and processes, focusing on protecting the interests of our clients, customers, employees, and company. Our team’s focus is technology risk the for EI&amp;O Business unit.<strong>​</strong></p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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 Technology Risk Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you an experienced Sales and Relationship management professional with a proven ability to build, manage and grow relationships with sophisticated institutional investors? Can you represent Fidelity’s investment management capabilities – across asset classes – to both clients and prospects? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about a Vice President, Sales &amp; Relationship Manager role.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; MBA or CFA desired</li><li>15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions</li><li>Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity’s domestic and international investment offering</li><li>Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions</li><li>Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process</li><li>Strategic thinking and creative problem-solving to drive client retention and growth</li><li>Series 7 and 63 registrations</li><li>Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients</li><li>Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions</li><li>Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market</li><li>Passion for financial markets, investment process and the delivery of effective investment solutions</li><li>Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers</li><li>Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes</li><li>Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity’s institutional brand</li><li>Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace</li><li>Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment</li><li>Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>Fidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and is a gateway to Fidelity’s deep institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation. In this role, you will focus on selling Fidelity’s investment capabilities to Public Sector clients and prospects with greater than $500M of assets. The focus will be on Defined Benefit and Defined Contribution plans as well as balance sheet assets. These key areas of focus will require investment and financial acumen, attention to detail, the ability to listen and strategize with clients to develop solutions, while working across a demanding, but collaborative culture. As a key member of the Public Sector team, you will develop and implement a comprehensive, regionally focused, business development plan to raise new investment assets. </p><p><strong>Location: TBD (1/3rd of US Large Market Public Sector)</strong></p><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>

Vice President, Public Sector Sales & Relationship Manager

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Seattle, WA

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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>

VP, Branch Leader - Fairfield, CT

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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>Relationship Management

Relationship Manager - Mountain View, CA

<h3>Job Description:</h3><p><strong>Job Title: Manager - Talent Development</strong></p><p><strong>The Purpose of Your Role</strong></p><p>As a member of the Talent Development team, contribute to the design, development and implementation of solutions. If you are passionate about facilitating associate and organizational success through learning, this might be the right opportunity for you.</p><p>The Role</p><p>Learning Advisor</p><p>· Act as a Learning consultant/advisor to the leaders of an assigned business group</p><p>· Develop strong relationships with stakeholders and partner in delivering programs/initiatives</p><p>· Work with business leaders and your organization to solution skilling efforts for our associates</p><p>· Align with and leverage global programs for greater synergy</p><p>· Work with multiple business teams and matrixed organization</p><p>Talent Development &amp; Human Resources</p><p>· Participate in creating innovative learning solutions that enable tech, financial services or leadership competency building by partnering with relevant stakeholders</p><p>· Manager vendor relations and other stakeholders to deliver programs to required needs and standards</p><p>· Monitor learning effectiveness and analyse relevant metrics, working with the HR Operations team</p><p>· Proactively seek the support of HR Business partners to ensure that associates are enabled to leverage learning opportunities to learn and grow</p><p><strong>Key Skills Required</strong></p><p>The role involves elements of conceptualization, solution design, program management, stakeholder management, execution of programs and initiatives. Key skills required include;</p><p>· Learning needs identification &amp; solutioning</p><p>· Functional skills around talent development and facilitation</p><p>· Stakeholder management and consulting skills</p><p>· Project and program management</p><p>· Ability to influence at various levels in the organization</p><p>· The ability to work collaboratively</p><p>· Exposure to learning technology platforms and ecoystems</p><p><strong>Additional Skills Good To Have For The Role</strong></p><p>· Instructional design skills and tools</p><p>· Learning analytics</p><p><strong>How Talent Development Impacts The Organization</strong></p><p>Talent Development is a function in Human Resources that meets business objectives by developing solutions that maximize the capability of its workforce and enhances associate experience. In partnership with key business stakeholders and HR business partners, the team builds holistic solutions that optimize associate and organizational performance. The team is invested in associates` development and career vitality by enabling development of skills to meet current &amp; future needs.</p><p><strong>Desired Qualifications And Experience</strong></p><p>· MBA with specialization in HR</p><p>· 8+ years of experience in designing, developing and implementing a variety of learning solutions</p><p>· Experience in Talent Development and consulting roles preferred</p><p>· Experience in technology / financial services industries would be an advantage</p><p><strong>Location</strong>: Bangalore/Chennai</p><p><strong>Shift timings</strong>: 9 am to 6 pm / 11 am to 8 pm.</p><p><strong>Company Overview</strong></p><p>Fidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for 75+ years, Fidelity employs 75,000+ associates who are focused on the long-term success of our customers. FMR (Fidelity Management &amp; Research) India is the Global Inhouse Center of Fidelity Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fully functional unit at Chennai. To know more, visit: FMR India</p><h3>Certifications:</h3><h3>Category:</h3>Human Resources

Manager - Talent Development

<h3>Job Description:</h3><p><strong>The Department</strong></p><p>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $400 billion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over one million customer accounts. The Portfolio Engineering (PE) function within SAI is responsible for the management, customization, and execution of individual client portfolios. Within the PE function, the Personalized Wealth Management team is focused on our clients’ most complex investment situations.</p><p><strong>The Role</strong></p><p>The Investment Manager will join the Personalized Wealth Management team in our San Francisco office, with occasional travel required to Fidelity offices in Boston, MA and Denver, CO. This person will play a meaningful role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies. The role will combine a high degree of technical proficiency with investment expertise to build scalable solutions to solve complex investment problems and deliver greater personalization to clients. The role is primarily focused on providing tax-sensitive, customized management of multi-asset class portfolios for taxable individuals and trusts for Fidelity Wealth Services. You will learn and implement our overlay management strategies with a goal to improve after-tax returns while controlling risk.</p><p><strong>Responsibilities</strong></p><p><strong>Portfolio Management</strong></p><ul><li>Manage individual client portfolios consistent with Strategic Advisers' investment philosophy and the unique personalization of each client portfolio. Implement investment strategies based on market movements, tax management opportunities, changes in model portfolio or investment choices</li><li>Apply analytical and problem-solving skills to efficiently implement complex portfolio construction across multiple account registration types while being able to decipher and clearly understand the impacts on investment risk and return characteristics</li><li>Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction, and business cycle positioning to achieve superior pre- and after-tax returns consistent with the SAI’s investment philosophy</li><li>Collaborate with the team to design, develop, and test new ideas to drive greater scale and personalization capabilities for the investment platform</li><li>Prototype and provide technical design requirements to enable greater investment effectiveness across the Personalized Wealth Management team</li><li>Monitor and carry out fiduciary responsibilities with a high-level of integrity</li></ul><p><strong>Investment Planning </strong></p><ul><li>Provide personalized transition analysis for hypothetical scenarios and recommendations to clients on security transfers for charitable intentions</li><li>Collaborate with the team to design, develop, and test new ideas to drive greater personalization.</li><li>Design and prototype new strategies for incorporating additional financial planning factors within portfolio management</li><li>Coordinate with Investment and Client-Facing partners to develop Portfolio Management Client Experience</li><li>Present detailed investment processes, philosophies, and capital market dynamics in front of larger groups including both internal colleagues and external clients</li></ul><p><strong>Qualifications </strong></p><p><strong>Experience/Education</strong></p><ul><li>Graduate degree preferred; degree or emphasis in Engineering/Computer Science/ Finance/Accounting/Economics subjects strongly preferred</li><li>Existing or progress toward CFP credential</li><li>Three to seven years investment experience in research, portfolio management, trading or technology development in these fields</li><li>Hands on experience with financial planning and planning tools</li></ul><p><strong>Skills and Knowledge</strong></p><ul><li>Technical and programming skills including R, Python, Java, and SQL required</li><li>Familiarity with Business Intelligence tools such as Tableau or Spotfire</li><li>Ability to work effectively on a collaborative team with a strong spirit of innovation, maintaining comfort in undefined environments</li><li>Ability to operate in a fast-paced environment with excellent attention to detail, strong analytical skills, a creative approach to problem solving, and the ability to multi-task</li><li>Understanding of portfolio theory and quantitative portfolio construction techniques in a taxable environment</li></ul><p><strong>Location</strong></p><ul><li>San Francisco, CA</li></ul>The base salary range for this position is $100,000 - $165,000 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 65 - FINRA<h3>Category:</h3>Investment Professionals

Investment Manager - Private Wealth Management

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>Join Fidelity Labs, our in-house new business incubator, as the Principal User Experience Designer for a SaaS platform targeted in the Charitable industry. It’s a fast-paced environment where decisions are data-focused, collaborative, and iterative. The organization deeply values design.</p><ul><li><p>Lead the design strategy and execution on their product team, with some guidance and mentor</p></li><li><p>Help define the design work and deliver business outcomes on the product team</p></li><li><p>Consult with the product owner to help inform product strategy</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Expert level of UX design or related experience </p></li><li><p>A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred</p></li><li><p>Experience working on agile teams delivering value in digital products preferred; start up experience a plus</p></li><li><p>Expertise running and/or using research to support evidence-focused design decisions </p></li><li><p>A digital portfolio we can review online is required</p></li><li><p>An array of design skills, which might include visual, conversational, information architecture, prototyping, strategic design methods (such as design thinking), user research, or writing</p></li><li><p>Strong ability to design across all channels including web, native, and automated</p></li><li><p>Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives</p></li><li><p>A foundation of development knowledge, both web and mobile</p></li><li><p>Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better</p></li><li><p>Partnering with user research to understand the customer problems to tackle</p></li><li><p>Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Foundations Services is a new business within Fidelity Labs, Fidelity Investments’ in-house new business incubator. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. Foundation Services’ mission is to create a foundation administration platform offering that allows foundation operators to focus on their mission. We are an industry leader in innovation and build client centered technology solutions. </p><p>Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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 User Experience Designer

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about empowering customers through seamless digital experiences? Do you enjoy collaborating across teams to help users achieve their digital goals?</p><p>We’re looking for a Product Manager/Squad Lead to lead a team in delivering impactful features driven by customer feedback and data insights. In this role, you’ll work closely with UX, Analytics, and Engineering to optimize team strengths and deliver meaningful outcomes. You’ll also collaborate with other squads in the cohort to develop new features that enhance product adoption and scale our digital capabilities. If you're excited about shaping the future of customer self-service, we’d love to hear from you.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>You hold a bachelor’s degree, with an advanced degree being preferred.</li><li>You have 7+ years of comparable product management experience in financial services and technology including cross enterprise focus.</li><li>You enjoy creating customer centric digital experiences that deliver on product, technology, and firm goals, using Agile methodologies.</li><li>You define and prioritize a squad roadmap aligned to the larger set of product and business goals/KPIs.</li><li>You deliver key features for our product by taking accountability for feature releases and empowering the team.</li><li>You foster a collaborative environment where opinions and team dynamics matter, to create a high functioning cross-skilled team.</li><li>You possess a keen interest in customer feedback / marketplace trends.</li><li>You build strong relationships and partner effectively to build credibility and trust with diverse stakeholders.</li><li>You are a hands-on leader, an active listener and are motivated by building teams to deliver products through all stages of product development.</li><li>You are intellectually curious and model a culture of continuous learning, mentoring, and coaching others to be the best version of themselves.</li></ul><p><strong>The Team</strong></p><p>The team sits within the Enterprise Digital Capabilities team within Digital Products domain as part of the Fidelity Brokerage business unit. Digital Products' priority is to drive our digital business by optimizing channels and delivering core capabilities in support of attracting and deepening relationships with our self-directed customers.</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>

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