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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - 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>

Fidelity Investments

Financial Consultant - Novi, MI

<br>Description:<p>CIVIC CULTURE</p><p>Our organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and well-being of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins.</p><p><br></p><p>ABOUT THE POSITION</p><p>This role will be responsible for ensuring the efficient and effective allocation of resources to meet our call center's service level targets. One will be responsible for forecasting call volumes, creating staffing schedules, monitoring real-time adherence, and analyzing data to optimize workforce productivity. The successful candidate will have a strong analytical mindset, excellent communication skills, and the ability to thrive in a fast-paced environment.</p><p><br></p><p>NORMAL DAY-TO-DAY WORK</p><ol><li>Analyzes historical call volume data to accurately forecast future trends and staffing needs.</li><li>Develops and implement staffing models to ensure service level goals are met.</li><li>Creates dynamic staff schedules that align with forecasted call volumes and business objectives.</li><li>Adjusts schedules in real-time to address unexpected fluctuations in call volumes.</li><li>Monitors key workforce metrics, including service levels, occupancy, adherence, and shrinkage</li><li>Provides actionable insights from performance data to enhance operational efficiency.</li><li>Addresses challenges such as surges in call volume or unexpected absenteeism with quick and effective solutions.</li><li>Recommends staffing changes or process improvements based on thorough data analysis.</li><li>Partners with operations teams to align workforce strategies with business goals.</li><li>Trains and mentors team members on workforce management tools and best practices.</li><li>Takes ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve.</li></ol><p><br></p><p>JOB QUALIFICATIONS</p><p>Here are a few skills you MUST have to be qualified for this position.</p><ol><li>Minimum 4 – 6 years of call center experience.</li><li>Experience working with workforce management tools and software (e.g., NICE IEX, Verint, Genesys or similar).</li><li>Proven ability to analyze performance data and implement effective workforce solutions.</li><li>Strong understanding of workforce metrics such as ASA (Average Speed of Answer), AHT (Average Handle Time), and FTE (Full-Time Equivalent).</li><li>Excellent problem-solving skills and the ability to make decisions under pressure.</li><li>Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.</li><li>Ability to lift a minimum of 25 lbs. (file boxes, computer printer).</li><li>Travel required sometimes.</li></ol><p>Here are a few qualities we'd LIKE for you to have to make you more suited for this position.</p><ol><li>Experience in financial services or credit unions.</li><li>Analytical mindset with proficiency in tools such as Excel, SQL, or BI software for data analysis.</li><li>Exceptional communication skills for presenting insights and recommendations to stakeholders.</li><li>Ability to adapt quickly to changing demands and provide leadership during high-pressure situations</li><li>Understanding of regulatory compliance and customer service excellence.</li></ol><p>CONTACT US</p><p>If you have questions about this position description, please feel welcome to ask. You can reach our HR Department at:</p><p>Civic Human Resources</p><p>3600 Wake Forest Road, Raleigh, NC 27609</p><p><a href="mailto:careers@civicfcu.org" target="_blank">careers@civicfcu.org</a></p>Requirements:<p><br></p><br><br><br><br><p>PI277131085</p>

Local Government Federal Credit Union

Workforce Management Scheduler

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 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>Insurance License - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - El Segundo, CA

<h3>Job Description:</h3><h3>The Role</h3><p>Do you want to make a difference in our customers’ lives and work with a highly collaborative, cross-functional team committed to improving the value of our service offerings across Fidelity’s Institutional Wealth Management Services? We are looking for a Principal Systems Analyst who will drive the end user experience with your technical competence, initiative, and brokerage knowledge to support our account management effort for Institutional Clearing and Custody Clients.</p><p>The focus of this position will entail driving the technical analysis and support of our IWMS account management systems. You will be expected to support extensive gap analysis, research dataflows from user facing UIs through to backend systems and possess excellent written and oral communication skills. You will work closely with the Squad Lead and a team to craft, build, test, and deliver the features that make up IWMS Digital Account Management experiences.</p><h3>The Expertise You Have</h3><ul><li>Bachelor’s Degree or equivalent experience required; advanced degree or equivalent experience in Finance, Computer Science, Management Information Systems, or related field preferred</li><li>Extensive experience as a Systems Analyst or equivalent role, with a strong record of delivering enterprise-scale solutions</li><li>Deep brokerage industry knowledge, with expertise in account management, clearing, and custody operations</li><li>Proven ability to lead complex system analysis efforts, including end-to-end data flow mapping and integration design</li><li>Advanced proficiency in SQL and relational database querying</li><li>Strong experience with REST, SOAP, JSON, Splunk, and API ecosystems</li><li>Demonstrated ability to influence architectural decisions and align technical solutions with strategic business goals</li><li>Expertise in Agile methodologies and experience guiding cross-functional teams in a product-centric environment</li></ul><h3>The Skills You Bring</h3><ul><li>Strategic approach with the ability to connect technical analysis to business outcomes</li><li>Outstanding communication and collaborator engagement skills, with the ability to influence across all levels of the organization</li><li>Leadership in mentoring and guiding junior analysts and team members</li><li>Ability to drive clarity in complex or ambiguous problem spaces</li><li>Strong facilitation skills and experience leading discovery sessions and workshops</li><li>Passion for continuous improvement, innovation, and delivering high-quality, scalable solutions</li></ul><h3>The Team</h3><p>This Systems Analyst will be part of the IWMS Digital Account Management product area. The candidate will be a core member on a multi-functional Agile scrum team (squad), partnering with squad leads, business analysts, architects, technology leads, to ensure successful delivery of program objectives and alignment of the work to deliver the product roadmap.</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 Systems Analyst

<p><b>Job Description and Requirements</b></p><p>The Closing &amp; Funding Manager will oversee the performance of the team to ensure goals are met including production numbers, turn times, service level objectives, due dates and loan quality. This includes adherence to overall company policy, procedures, productivity requirements, expected member service levels, productivity metrics, industry guidelines and regulations.</p><p><b>Essential Functions and Responsibilities:</b></p><ul><li>Assist the AVP in providing guidance and coaching to closers/funders, delivering sound business decisions and overseeing work to ensure accurate closing and funding tasks are completed from point of application to post-closing.</li><li>Mentor and provide direct feedback to the team to aid in the refinement of existing skills and development of new skills.</li><li>Manage member escalations and seek to provide amicable resolutions.</li><li>Monitor daily pipeline reports to ensure the timely and compliant closings of files in accordance with RBFCU policies and procedures.</li><li>Perform the duties of the AVP of Mortgage Operations in their absence.</li><li>Address, resolve and swiftly respond to member satisfaction surveys related to the loan approval or closing phase, and address member experience as needed.</li><li>Demonstrate highly effective business partnering with Origination, Processing and Underwriting departments.</li><li>Assist team members by collaborating with 3rd party vendors in finding solutions to challenging scenarios or loan conditions with the ability to find creative and acceptable solutions.</li><li>Oversee the day-to-day activities by conducting employee evaluations, counseling, performance reviews, interviewing and making recommendations for hiring, timecard reviews and PTO requests.</li><li>Analyze operating data and statistics to identify opportunities, develop action plans and implement process improvements. Demonstrate RBFCU Core Values in all interactions with members, prospective members and CU employees.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul><p><b>Requirements: </b></p><ul><li>High School Diploma/ GED</li><li>A minimum of 5 years of mortgage experience with a vast understanding of Desktop Underwriter (DU), Federal Compliance Regulations, Ability to Repay (ATR)/Qualifying Mortgage (QM), Underwriting Guidelines</li><li>A minimum of 1 year of supervisory/management experience</li><li>Advanced knowledge of real estate lending regulations, documentation, policies, and procedures</li><li>Proficient and accurate legal document preparation/review/approval skills</li><li>Strong attention to member service, analytical and problem-solving skills</li><li>Ability to collect, organize, synthesize and communicate information</li><li>Strong verbal and written communication skills</li><li>Ability to thrive in a team environment and effectively lead individuals</li><li>Knowledge of Microsoft Applications</li></ul><p><b>Preferred: </b></p><ul><li>Experience with Ellie Mae Encompass</li></ul><p><b><i>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.</i></b></p>

RBFCU

Mortgage Closing & Funding Manager

<h3>Job Description:</h3><p>The Senior Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health &amp; Welfare plans for a book of business containing clients with small to large plans. The Senior Associate works on plans of varying complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. Other responsibilities include managing client relationships with service providers – such as auditors, trustees, record keepers, and insurance agents; acting as a technical resource for clients, colleagues, and various internal business partners; peer-reviewing the work of Associates on the team; and serving as a mentor for others.</p><p>The Senior Associate may also provide support for our QDRO (Qualified Domestic Relations Order) processing activities.</p><h3><strong>The Expertise and Skills You Have </strong></h3><ul><li>Specific experience with Form 5500 and related filings required</li><li>Experience with Form 5500 filing software (FT William, Relius, EFast, etc.)</li><li>7+ years working with DB, DC, or Health &amp; Welfare plans</li><li>Bachelor’s Degree or equivalent work experience</li><li>Outstanding client consulting skills</li><li>Excellent coaching skills</li><li>A deep understanding of form 5500 and related filing work.</li><li>You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.).</li><li>Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management.</li><li>Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality.</li><li>Impressive oral and written communication skills.</li><li>Focus on quality, details, and meeting client expectations.</li><li>Strong customer service approach.</li><li>Organized, self-motivated, and focused on meeting deadlines</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3><strong>The Value You Deliver</strong></h3><ul><li>Act as a subject matter expert for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting.</li><li>Work with Fidelity colleagues, clients, and third parties to onboard new clients.</li><li>Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&amp;W and Puerto Rico benefit plans.</li><li>Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals.</li><li>Develop strong relationships with clients – including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners – including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers.</li><li>Peer-review the work of junior colleagues on the team and provide mentorship.</li><li>Work on special projects.</li><li>Expand overall knowledge of the Workplace Consulting Group.</li><li>Review/Qualify Domestic Relations Orders and prepare communications for involved parties.</li></ul><h3><strong>The Team</strong></h3><p>This role will reside within Workplace Consulting’s Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE’s interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.</p>The base salary range for this position is $80,000-$127,000 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>Consulting

Senior Associate, Compliance (Form 5500 Filings)

<h3>Job Description:</h3><p>Are you a seasoned, thoughtful employee benefits and HR communications leader who thrives in a fast-paced environment and enjoys juggling multiple projects at once? Join our Employee Experience Design team and make an impact through strategic storytelling, innovative solutions and collaboration.</p><p>The Role</p><p>You’ll be a key part of our cross-functional consulting team, partnering with Fidelity’s external clients—large plan sponsors who administer their employee benefit programs through Fidelity. Here’s what you’ll do to support our clients as they make changes to, boost awareness and understanding of and drive employee engagement in their benefit programs:</p><ul><li>Lead business development opportunities—Identify client challenges and goals, articulate solutions, develop fee estimates and project scopes, close sales, and spearhead business growth initiatives </li><li>Craft communication and change management strategies—Conduct research and analyze data to establish behavior change goals and success metrics, facilitate audience analysis, identify traditional and innovative communication channels, draft key messages, and guide/support discussions about branding and graphic design</li><li>Lead all aspects of project implementations—Prepare project plans and/or direct team members, and lead creation and delivery of project deliverables, including drafting, peer reviews, client edits, graphic design and print/digital distribution; requires managing multiple projects, timelines and vendors with precision and flexibility</li><li>Manage client relationships—Collaborate across internal and external teams to ensure our clients’ objectives are met, we deliver accurate, high-impact work and establish long-term annuity relationships.</li><li>Develop team members—Model Fidelity leadership principles, support talent growth and capabilities and, in some instances, serve as people manager</li></ul><p>The Expertise and Skills You Bring</p><p>You bring a growth mindset and a passion for continuous learning and improvement. Your strong writing and editing skills help you communicate clearly and effectively across audiences and formats. You’re a thoughtful listener and creative problem solver who thrives in collaborative environments and can confidently advocate for yourself and others. With experience managing multiple priorities and working across teams, you stay organized and adaptable in fast-paced, client-facing settings. You value inclusivity, build trust through your work, and influence outcomes through thoughtful communication. You also understand how organizational communication supports change, engagement and culture.</p><p>Your skills and qualifications also include:</p><ul><li><p>Employee compensation and benefits knowledge and subject matter expertise</p></li><li><p>Consultative selling</p></li><li><p>Employee experience and total rewards strategy and branding development</p></li><li><p>Employee value proposition creation and implementation</p></li><li><p>Workshop design and facilitation</p></li><li><p>Storytelling and creative briefs</p></li><li><p>Project management</p></li><li><p>Data analysis and insight development</p></li><li><p>People management</p></li><li><p>Bachelor’s degree (English, Marketing/Communications or related field preferred); Master’s degree (Business, Organizational Change, etc.) or other advanced certification a plus</p></li><li><p>10+ years of experience</p></li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p>The base salary range for this position is $103,000-$218,000 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>Consulting

Employee Experience Design, Senior Consultant

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a strategic leader within Fidelity’s Workplace Investing (WI) Client Engagement Group, the Director of Health Care Competitive Insights will drive market and competitive intelligence across the health and welfare (H&amp;W) benefits administration sector and adjacent workplace solutions (e.g., retirement, FSAs). This role is instrumental in shaping business strategy, identifying growth opportunities, and mitigating competitive threats through data-driven insights. This is a hands-on, high-impact role ideal for a seasoned insights professional who thrives in a collaborative, fast-paced environment and is motivated by influencing business outcomes through research and analysis.</p><p><strong>Key Responsibilities</strong></p><ul><li>Lead end-to-end competitive and market intelligence for the H&amp;W benefits outsourcing space.</li><li>Analyze competitor strategies, offerings, technologies, and value-added services.</li><li>Forecast market trends, regulatory shifts, and evolving employee needs—especially around the employee experience.</li><li>Deliver executive-ready insights via presentations, dashboards, and reports that inform product, sales, and marketing strategies.</li><li>Partner with product teams to shape roadmaps, identify innovation opportunities, and address market gaps.</li><li>Develop insights-driven narratives to support go-to-market strategies, sales enablement, and client retention.</li><li>Align research priorities with strategic business goals and stakeholder needs.</li><li>Provide competitive enablement and deal support to client-facing teams; collaborate with Marketing, Sales, and Thought Leadership to refine external positioning.</li><li>Manage third-party research vendors and data providers to enhance intelligence capabilities.</li><li>Monitor and contextualize market developments; lead internal communications including newsletters and stakeholder updates.</li></ul><p><strong>Expertise and Skills You Bring</strong></p><ul><li>8+ years of experience in market research, strategy, or competitive intelligence within H&amp;W benefits outsourcing or consulting industries.</li><li>Deep knowledge of the H&amp;W benefits landscape; experience with leading providers or consultancies preferred. Familiarity with HRIS, HCM platforms, and emerging technologies (AI, automation, cloud) in HR/benefits.</li><li>BA/BS degree required, MS/MBA or JD preferred.</li><li>Strong analytical and strategic thinking skills; adept in CI/MI methodologies and tools.</li><li>Excellent communication and storytelling skills; able to influence senior stakeholders.</li><li>Proven leadership in cross-functional collaboration and stakeholder engagement.</li><li>Experience applying strategic frameworks (e.g., SWOT, scenario planning, benchmarking).</li><li>Ability to synthesize diverse data sources into actionable insights.</li><li>Comfortable navigating ambiguity and driving clarity through strategic judgment.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Shape business strategy through deep, evidence-based market and competitive insights.</li><li>Empower sales and marketing with differentiated positioning and messaging to win and retain business.</li><li>Bridge market intelligence with product innovation, driving roadmap decisions and feature development.</li><li>Foster alignment across product, sales, and leadership by delivering timely, actionable intelligence that fuels growth.</li></ul><p><strong>The Team</strong><br>The Workplace Insights team supports Fidelity’s Workplace Investing and Health businesses by delivering competitive and market intelligence. Our research empowers the organization to stay ahead in a dynamic and evolving industry.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<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, Healthcare Competitive Intelligence

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Head of Advanced Trading is responsible for driving Fidelity’s Advanced Trader retail offering. This includes management of our Advanced Trading solutions such as Options, Margin, Securities Lending, and the strategic direction of our Advanced Trader platforms and customer experiences. They will define key customer offerings and lead the strategy to drive customer growth and adoption. This position reports directly to the Head of Fidelity Brokerage Product Strategy. The team’s mission is to be the catalyst for growth and innovation by bringing to market solutions that help customers achieve their financial goals.</p><p><strong>Key Responsibilities</strong></p><ul><li><p>Develop and communicate the Advanced Trading strategy based upon a comprehensive understanding of customer needs, competitive market offerings, client/customer experience, and positioning of existing and new offerings.</p></li><li><p>Leads the visioning that defines new initiatives and opportunities that drive acquisition, development, and/or retention of customer segments.</p></li><li><p>Build business plans inclusive of revenue modeling, pricing, and expenses while setting priority, sequencing and phasing of deliverables, and the go-to-market strategy with key value propositions.</p></li><li><p>Partner closely with product delivery, marketing, and distribution to develop, manage and execute the strategy.</p></li><li><p>Work closely with senior leaders on integrating the product strategy within their business to effectively shape priorities for the team.</p></li><li><p>Partner with marketing to define go-to-market strategies to grow customers and increase market share</p></li><li><p>Communicate strategy for regulatory and legislative trends, and the client/customer experience.</p></li><li><p>Provide market facing commentary to the media, clients and key relationships through partnering with our Business Development, Relationship Management, Public Relations and Client Service teams.</p></li><li><p>Establish and maintain strategic partnerships with vendors or other market participants.</p></li><li><p>Manage a team of strategists that assist with roadmap development, feature design, business planning, and KPI management.</p></li></ul><p><strong>The Skills and Expertise You Bring</strong></p><ul><li><p>MBA or equivalent is preferred.</p></li><li><p>Series 7 or 24 preferred</p></li><li><p>15+ year of experience in financial services</p></li><li><p>Advanced Trading markets or relevant brokerage experience with similar investment vehicles</p></li><li><p>Proven track record leveraging data to identify go to market offerings</p></li><li><p>Defining strategic roadmaps and leading the development of solutions and offerings aligned with and in support of the strategic direction of the business.</p></li><li><p>Strong communication skills, capable of interacting with executive leadership and influencing at all levels of the organization</p></li><li><p>Continuous improvement approach and encourage and enable an agile way of working.</p></li><li><p>Leadership skills with a focus on critical thinking, creativity, and execution.</p></li><li><p>Committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</p></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>

Head of Advanced Trading

<h3>Job Description:</h3><p><strong>The Group</strong></p><p>Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><p><strong>The Role</strong></p><p>We are seeking a Quantitative Analyst to join the Systematic Equity Strategies (SES) group — a part of Fidelity's QRI Division. The SES team is responsible for the research, design, development, and implementation of systematic active and tax-managed equity strategies. Assets under management is approximately $30B and spans multiple equity products and customized separately managed accounts serving both intermediary and institutional investors. Reporting to the Head of the SES Research, the quantitative research analyst will be responsible for research and development for the Custom SMA (CSMA) tax managed equity strategies.</p><p>Additional responsibilities include:</p><ul><li><p>Working as a member of the investment team to research and refine CSMA strategies.</p></li><li><p>Contribute to the development of processes and systems used in CSMA strategies. Develop back-testing capabilities and framework and construct optimized equity index portfolios and review results.</p></li><li><p>Perform after-tax performance analysis, attribution, and monitoring of the strategies managed by the group.</p></li><li><p>Contribute to the development and testing of new portfolio management processes and systems to improve tax efficiency and reduce risk.</p></li><li><p>Develop new custom SMA strategies, portfolio constraint customization and effective tax management. Investigate and provide analysis on optimal ways to combine different active as well as factor strategies and determining the appropriate indices used in Custom Blend strategies.</p></li><li><p>Explore methodologies for integrating alpha factors with Tax Loss Harvesting (TLH) as well as developing short extension strategies to enhanced TLH capabilities.</p></li><li><p>Provide analysis and content with the aim to co-author thought leadership articles in the areas of CSMA.</p></li><li><p>Actively participating in the team’s research agenda from idea generation, research design, back-testing and portfolio simulations, to implementation.</p></li><li><p>Working in a collaborative team environment that integrates quant research, technology, portfolio engineering, trading and drive improvements to quant infrastructure and technology platform.</p></li></ul><p>The quantitative analyst position offers a valuable opportunity to learn and excel within a talented investment department for an elite investment organization.</p><p><strong>The Skills and Experience You Bring</strong></p><p>We are seeking individuals who have the following characteristics:</p><ul><li><p>5+ years of experience in quantitative equity especially with tax loss harvesting research, direct indexing, preferably in asset management, investment consulting or academic research institutions</p></li><li><p>An advanced degree, Ph.D. (preferred) or Masters in finance, quantitative economics, statistics, computer science, math, or the physical sciences</p></li><li><p>Deep understanding of econometrics, mathematics, and hands-on programming skills along with a passion for investing in the financial markets</p></li><li><p>Relevant experience with multi-factor models, quant equity portfolio construction, TCA, market impact modeling and strong equity microstructure knowledge preferred</p></li><li><p>Strong Data Science, Data Visualization skills. Proficiency with programming languages and statistical software (e.g., Python, R, MATLAB, SQL, VBA, Tableau)</p></li><li><p>Deep knowledge of various financial and economic databases like Compustat, Worldscope, IBES etc. Experience with financial packages, portfolio optimization and management tools (e.g., FactSet, Bloomberg, Axioma, Barra)</p></li><li><p>Ability to think independently with good economic intuition as well as strong presentation and communication skills</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<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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