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<h3>Job Description:</h3>The RoleThe VP, Implementation manages team of project and program managers responsible for leading client facing conversion and on-boarding projects. While the size and complexity of these projects varies, each represents a significant event for the clients we serve, is frequently the first experience clients have with Fidelity, and establishes the foundation allowing clients to achieve their growth goals. The VP supervises the project portfolio as well as ensures associates develop, positioning the organization for future success. Additionally, this person plays an instrumental role supporting sales efforts communicating the value Fidelity brings to each project.The TeamFidelity operates one of the largest clearing and custody businesses in the industry with nearly $4 Trillion in assets under administration serving thousands of intermediary clients including RIAs, broker dealers, banks, and family offices. The Client Experience Client Conversion Services (CCS) organization manages asset transition events for these clients. Broker Dealer conversions, advisor onboardings, mergers, acquisitions are just some of the event’s CCS manages daily. Over the last three years, CCS has led projects for our FI clients which resulted in the movement of $245B of assets to Fidelity.Our mission is to create a differentiated on-boarding experience supporting sales and relationship managers as they focus on growth through client acquisition.The Expertise and Skills You Bring<ul><li>A Bachelor's degree, preferably in Finance, Accounting, Business Administration or Engineering, or a Master’s degree or Masters in Business Administration is preferred.</li><li>Proven experience managing relationships (internal or external), including demonstrated success working in a fast-paced environment.</li><li>Experience working directly with custody and clearing clients in a proactive manner.</li><li>Strong communication, presentation, and storytelling skills able to distill complex concepts into a clear message for internal and external executive audiences.</li><li>Passion for developing associates and fostering a collaborative team environment.</li><li>Innovative, forward-thinker who embodies the spirit of continuous improvement and is not afraid to pursue new ideas and approaches.</li><li>Effective organizational navigator with demonstrated success building strong working relationships with key partners (technology, sales, relationship management, service leaders, etc..).</li><li>FINRA Series 7 required and Series 24 to be acquired within the first 120 days.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Client ServiceFidelity’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.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.

Fidelity Investments

Vice President, Implementation - IWMS Client Experience

Associate Director, Investment AccountingSponsorship is not available for this roleCompany SummaryCome join one of America’s fastest growing insurance companies with a stable history of 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: Do Good. Be Good. Make Good. Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.We invite you to explore what we have to offer and to join our cause.Role SummaryReporting to the AVP, Investment Accounting, the Associate Director, Investment Accounting will lead a high-performing team of individual contributors to ensure accurate, timely financial reporting of NLG’s investment portfolio. The successful candidate will demonstrate an ability to navigate between review of journal entries and higher level understanding of financial results while supporting the broader finance organization’s strategic initiatives.Essential Duties and Responsibilities<ul><ul><li>Responsible for the Investment Accounting function, including oversight and direction of GAAP and statutory accounting, and reporting for all asset classes in the Company’s consolidated investment portfolio and its subsidiaries and affiliates.</li><li>Ensure accurate month-end, quarter-end and annual reporting of balances relating to investment assets, liabilities, income and expenses on a GAAP and statutory basis of accounting.</li><li>Build and maintain external relationships with auditors, vendors and other business partners.&nbsp;</li><li>Build and maintain internal relationships with diverse lines of businesses and other parts of the organization, including financial reporting, tax, treasury, and investment operations to support their specific needs.</li><li>Develop continuous process improvement strategy which includes automation and the implementation of new technology, processes, and reporting, and strengthens controls over investment accounting.</li><li>Assist management in the development of key business indicators, metrics, analytic reports, and investment-related strategies. Communicate to business leaders and internal business partners on the same.</li><li>Stay abreast of financial reporting and regulatory developments related to investment accounting which can impact the Company and facilitate compliance with such regulations.</li><li>Manage a team of investment accounting professionals, including establishing and monitoring of goals, reviewing work completed by team on a timely basis, and ensuring proper communication of investment accounting and corporate policies, practices, and performance.</li><li>Core workdays – see comments below for content.</li></ul></ul>Minimum Qualifications<ul><li>7 -10 years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession.</li><li>Bachelor's degree in Accounting, Finance, or related field or an equivalent combination of education and experience.</li><li>Experience with US GAAP Accounting and/or Statutory Reporting.</li><li>Experience with investment accounting within an insurance or other regulated organization.</li><li>Ability to anticipate, identify and resolve financial issues.</li><li>Ability to continually manage multiple priorities and reprioritize as needed.</li></ul><ul><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days.&nbsp; Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li></ul>Preferred Qualifications<ul><li>Master’s degree</li><li>CPA or equivalent professional certification</li><li>Experience managing multi-site and/or remote contributors.</li><li>Experience with portfolios holding diverse asset classes and/or private credit.</li></ul>Benefits<ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs.&nbsp; Check out the BENEFITS of a Career at National Life!</li></ul> <h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6>#LI-DO#LI-Hybrid<h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Associate Director, Investment Accounting

<h3>Job Description:</h3>The RoleWe are seeking an experienced Senior Leveraged Finance Trader to join the high performing and growing CLO team, based in London. The ideal candidate will be responsible for trading bank loans and high yield, providing insights on markets, strategizing on liquidity and execution, and have a deep understanding of collateralized loan obligations (CLOs). This role requires expertise of loan market dynamics, strong analytical skills, and the ability to build and maintain relationships with portfolio managers, analysts, counterparties, and other stakeholders.The Value You Deliver<ul><li>Execution capabilities within bank loans and high yield bonds. Emerging Markets experience preferred.</li><li>Develop and implement trading strategies to maximize portfolio performance, including sophisticated portfolio trading, evolving market structure and electronic execution.</li><li>Oversight and implementation of the New Issue Process</li><li>Lead the non-MNPI capital markets efforts with banks for early looks, non-deal roadshows, and reverse inquiry. Sponsor relationships a plus.</li><li>Have a deep understanding of credit analysis, capital structure, LME, and relative value.</li><li>Contribute to the Investment Committee, particularly on liquidity in more stressed names</li><li>Be a key team member in the CLO issuance effort, providing strategy and insights, including block trades</li><li>Provide insights, statistics, and colour to the team (incl tracking fund flows, short activity, percentage of market above par)</li><li>Monitor market trends, economic indicators, and industry developments, communicating insights to the investment teams.</li><li>Build, maintain, and grow relationships with the sell-side traders, sales, and structuring teams</li><li>Collaborate with the research, risk management, and compliance teams to ensure adherence to regulatory requirements and internal policies.</li><li>Work closely with the operations team to ensure timely and efficient settlement.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA preferred.</li><li>Minimum of 7 years of experience in bank loan trading or a related role.</li><li>Strong understanding of loan market structures, pricing, and risk management.</li><li>Proven track record of successful trading and portfolio management.</li><li>Excellent analytical, quantitative, and problem-solving skills.</li><li>Strong communication and interpersonal skills.</li><li>Ability to work in a fast-paced, high-pressure environment.</li><li>Proficiency in trading platforms and financial software</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Senior European Leveraged Finance Trader

<h3>Job Description:</h3>The RoleThe Director of FI Commercial Discovery is responsible for connecting the dots across insights, strategy, and execution to uncover and activate new revenue opportunities. By partnering closely with business leaders and cross-functional teams, this role drives the discovery, testing, and scaling of commercial initiatives for Fidelity Institutional while deepening client understanding through structured intelligence efforts.Your primary area of focus in this role will be to lead the full lifecycle of commercial experimentation, from idea generation and test design to execution and analysis. You will be a strategic connector, linking insights, business needs, and market dynamics to uncover untapped commercial opportunities. It will be essential to use market insights to inform commercial ideation and ensure initiatives are grounded in real client needs and behaviors.You will:<ul><li>Partner with business stakeholders to co-create and implement revenue-generating initiatives, embedding them into existing processes, optimizing workflows, or launching new programs.</li><li>Collaborate across business functions to drive innovative but also executable and scalable ideas to action.</li><li>Expand and mature the constellation of client listening posts to generate actionable insights. Includes partnering with Specialist Team insight delivery process to pull intelligence into cycle of thought leadership development.</li><li>Support dynamic profiling efforts to improve segmentation, personalization, and client engagement strategies.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required, Master’s degree preferred with 10+ years of business development, product management, consulting or related experience within the financial services industry</li><li>Bring an intrapreneurial and client-centric approach with experience building new capabilities within established organizations</li><li>Strong understand of the intermediary and institutional financial markets, investment products and distribution channels</li><li>Ability to lead through partnership and influence across functions. Experience driving alignment with client-facing associates including sales and relationship managers, marketing and product teams.</li><li>Strong organizational skills to manage multiple initiatives and drive them to completion.</li><li>Proven ability to move from concept to action, even in environments with limited direct control.</li><li>You can work with ambiguity and uncertainty, uncover opportunities through data analysis and analytics and identify market opportunities and unmet client needs</li><li>Proficiency in survey design, client feedback tools, analysis techniques, business statistics and insight generation</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The Team The Market Intelligence &amp; Commercialization team brings together deep industry knowledge focused on elevating relevant market and competitive insights within the intermediary and institutional financial markets with a process to systematically identify and act on both near- and long-term commercial opportunities. We are focused on a culture of learning and value action, expertise, innovation, and connectivity<h3>Certifications:</h3><h3>Category:</h3>MarketingFidelity’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.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.

Director of FI Commercial Discovery

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<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>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.The base salary range for this position is $106,500 - $171,500 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Lincoln Center, NY

<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center in one of the following states: Colorado, California, or Washington.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.The base salary range for this position is $110,000 - $160,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Director, Advanced Planning - REMOTE - CO, WA, CA

<h3>Job Description:</h3>Fidelity Workplace Investing is seeking a Principal Data Scientist to support initiatives around personalization and customization. This position will work with technical professionals in engineering and with managers of market research and product development teams. The assignments may include exploratory analysis, feature engineering, experimentation, forecasting, numerical optimization, real time model and LLM.As Data Scientists, we support projects across many areas and ensure the highest degree of quality. You must be a great teammate who thrives in a small, highly effective work environment and communicates with confidence to all levels of Workplace Investing. The ideal Data Scientist handles projects from start to finish. i.e., they can work with website professionals on experimental design, gather required data in any shape and size, process it into useful features, train machine learning models, and assist technical teams to move models into production and measure business results.The Skills You Bring<ul><li>Statistical and data science programming with proficiency in Python and SQL. Experience writing testable, modular code.</li><li>Expert in training regression and classification models using typical ML algorithms, data extraction and feature engineering, creating model documentation, and explaining model output (such as features and performance) to non-technical audiences.</li><li>Extensive experience in developing and/or deploying scalable AI solutions using LLM, knowledge graph, reinforcement learning, optimization, and/or real-time models to solve business problems.</li><li>Independently lead data science projects from end to end. Conduct technical reviews and mentor junior data scientists.</li><li>Experiences in financial services and marketing a plus.</li><li>Committed to continuous learning and able to pick up new knowledge quickly.</li></ul>Education<ul><li>PhD with 2+ years of working experiences or Master’s Degree with 5+ years working experiences in a quantitative field (e.g. Statistics, Computer Sciences, Operational Research, Data Science or Applied Mathematics), with applied research experience.</li></ul>How Your Work Impacts the OrganizationData Scientists in Fidelity Workplace Investments use sophisticated machine learning and optimization to deliver personalized experiences to our customers. Your work will help participants learn how to plan for their financial future and prepare for impending life changes.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.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.

Principal Data Scientist

<h3>Job Description:</h3>As the Stock Plan Services (SPS) Squad Leader, supporting Brokerage Integration you have a passion for delivering results within a fast paced, high growth business. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, define the resource requirements, set the mission, and bring the squad together to execute on specific results and ensure respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role. You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture.This role will focus on creating &amp; executing a product vision for stock plan product capabilities that integrate with brokerage technology to deliver assets to our wealth &amp; brokerage businesses within Fidelity Investments and Fidelity International:<ul><li>Orchestrating stock plan transactions through our modernized platform and through brokerage capabilities with consideration for the experiences of our key stakeholders – operational &amp; contact center associates, plan participants, and our corporate client plan sponsors.</li><li>Management of trade &amp; transfer restrictions, including at the lot level &amp; for insider trading windows, in accordance with plan rules</li><li>Brokerage account opening &amp; activation for stock plan participants inside &amp; outside the US, through Fidelity Brokerage Services &amp; Fidelity International</li><li>Bulk transfer of assets deposited to brokerage accounts</li></ul>Responsibilities:<ul><li>Defining, refining, and communicating the your team's mission to squad members and business partners to empower and rally support</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</li><li>Inspecting and evaluating progress, and removing impediments for your squad</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li></ul>The Expertise and Skills You Bring<ul><li>8-10 years of related product management experience, systems development, product development, and/or project/product management</li><li>Knowledge of Fidelity brokerage &amp; institutional technology preferred</li><li>Knowledge of Stock Plans preferred</li><li>Bachelor’s degree preferred</li><li>Financial services experience preferred</li><li>Agile experience preferred</li><li>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to enhance value delivered</li><li>You have a continuous improvement approach</li><li>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You are intellectually curious and model a culture of learning and coaching</li></ul>The TeamStock Plan Services provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.#SWE<h3>Category:</h3>Product Management

Squad Leader, Stock Plan Brokerage Integration

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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.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.

Financial Services Representative - Vero Beach, FL

<h3>Job Description:</h3>The mission of the penetration testing team is to protect Fidelity's assets and our customers’ livelihoods from the threat of exploitation by malicious adversaries. The penetration testing team does this by proactively identifying vulnerabilities in our systems and serving as subject matter experts to enable the business units to mitigate them in a positive, collaborative, innovative manner. Our Vision <ul><li>We aspire to be a best-in-class pen test team, with fully engaged, passionate members. </li></ul><ul><li>Producing high-quality work in a consistent, effective, efficient, customer-oriented manner. </li></ul><ul><li>Providing competitive advantage to the firm and serving as a differentiator in the marketplace. </li></ul><ul><li>Serving as a role model for others across the Enterprise and wider industry. </li></ul><ul><li>And driving advancement and research in the cybersecurity space. </li></ul>Fidelity has a large and diverse portfolio of products. This provides a varied and interesting role giving the team the opportunity to work on a multitude of different areas of the business. The Expertise We’re Looking For <ul><li>Bachelors degree or equivalent experience </li></ul><ul><li>7+ years of overall IT experience </li></ul><ul><li>5+ years of hands-on web application penetration testing / ethical hacking experience </li></ul><ul><li>Preferred:OSCP, GWAPT, GXPN, GPEN, LPT, CEH or other industry security certifications. </li></ul>The Purpose of Your Role <ul><li>Lead testing efforts on Fidelity's web and mobile applications and supporting systems. </li></ul><ul><li>Replicate the actual techniques and tools used by malicious attackers in an effort to model potential external threats. </li></ul><ul><li>Upon completion of the assessment, you will prepare reports and present the results to application owners, developers, and business unit information security teams. </li></ul><ul><li>Analyse test results, draw conclusions from results, and develop targeted exploit examples. </li></ul><ul><li>Consult with operations and software development teams to ensure potential weaknesses are addressed. </li></ul><ul><li>Contribute to the research or development of tools to assist in the vulnerability discovery process. </li></ul><ul><li>Collaborate with other teams within Enterprise Cybersecurity to improve the overall security of Fidelity's applications and infrastructure. </li></ul><ul><li>Stay current on security best practices and vulnerabilities. </li></ul>The Skills You Bring <ul><li>Ability to demonstrate manual testing experience including all OWASP Top 10 categories </li></ul><ul><li>Intermediate knowledge of application security mechanisms such as authentication and authorization techniques, data validation, and the proper use of encryption </li></ul><ul><li>Technical knowledge of, and the ability to recognize, various types of application security vulnerabilities </li></ul><ul><li>Demonstrated experience with common penetration testing and vulnerability assessment tools such as Burp Suite Professional, nmap, Wireshark, Nessus, NeXpose, Kali, Metasploit, AppScan, WebInspect, Acunetix, Arachni, w3af, NTOSpider etc. </li></ul><ul><li>Intermediate knowledge of a programming or scripting language such as C, C#, Python, Objective C, Java, Javascript, SQL, </li></ul><ul><li>Intermediate knowledge of Web Services technologies such as XML, JSON, SOAP, REST, and AJAX </li></ul><ul><li>Intermediate knowledge of web frameworks, including XML, SOAP, J2EE, JSON and Ajax </li></ul><ul><li>Experience with Enterprise Java or .NET web application frameworks, including Struts and Spring </li></ul><ul><li>Proven analytical and problem-solving skills, as well as the desire to assist others in solving issues </li></ul><ul><li>Excellent interpersonal skills with a strong interest in the application security domain </li></ul><ul><li>Excellent communication and presentation skills and a proven ability to communicate threats and facilitate progress towards long-term remediation </li></ul><ul><li>Highly motivated with the willingness to take ownership / responsibility for their work and the ability to work alone or as part of a team. </li></ul>The Value You Deliver Fidelity provides key financial services to a wide variety of demographics. In many instances we are managing our customers financial future and savings. This is something we take very seriously. Protecting our customers and their data is of paramount importance to us. This role plays a key part in helping to protect the livelihoods of our customers around the world and plays a significant part in preventing real-world cyber attacks. How Your Work Impacts the Organization The Penetration Testing team forms part of Security Assessment group within Enterprise Cybersecurity (ECS). The goal of the Security Assessment group is to proactively identify and remediate vulnerabilities in Fidelity’s applications and infrastructure. We work very closely with all of the key Business Units to ensure that they remain secure while they deliver key projects to advance the firm. #Cyber<h3>Category:</h3>Information Technology

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