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<h3>Job Description:</h3>The Loan Operations Manager is responsible for the day-to-day operational support of our Real Estate and Private Credit Funds, working closely with colleagues across the business including the Investment Management teams, and other operational and corporate enabler teams to deliver operational excellence in a strong and robust control environment. The team are also responsible for the for the design and oversight of the delivery of the Private Assets end to end target operating model, ensuring the development of an efficient and scalable operating model designed to facilitate significant growth as the business scales over the coming years.Communication and relationship building are key parts of this role.The Expertise we’re looking for:<ul><li>Ideally 1+ years CLO or Loan Closing experience</li><li>Ideally experience of Clearpar system and/or WSO but this is not essential.</li><li>Reconciliation and problem-solving experience.</li><li>Strong communication skills with the ability to communicate up and across the organisation.</li><li>Demonstratable experience in a risk adverse environment, particularly in a settlement context.</li><li>Strong attention to detail, proactive, highly organized, and process-driven environment</li></ul><ul><li>Proven ability to build relationships both internally and externally fast as well as the ability to grow these further.</li></ul>The Skills You Bring<ul><li>Your proven leadership skills</li><li>Your excellent interpersonal, verbal, and written communication skills</li><li>Your ability to work well on teams and in fast-paced, cross-collaborative environments.</li><li>Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions.</li><li>Your ability to build trust and relationships quickly.</li><li>Your passion for innovation.</li><li>Your ability to identify and mitigate risks in a calm manner.</li><li>Your skill in coaching and developing talent within your team and in the organization.</li></ul>About your role The role will enable a proactive Loan Closer looking to expand their experience within CLO Operations and Loan Closing. The main goal of this position will be to support the CLO desk, utilising their passion to develop a career in Operations. This role will provide great opportunity to learn and grow with very experienced colleagues. Below are key responsibilities:<ul><li>Booking, confirming and settling loan trades for leveraged loan investments</li><li>Coordinating with trade counterparties to ensure timely settlement of trades</li><li>Reviewing loan/credit documentation</li><li>Preparation and distribution of internal documents/reports</li><li>Cash management of multiple SPVs in order to settle trades</li><li>Perform daily reconciliations of trade positions and cash</li><li>Identify operational risk and ensure all internal processes are accurately followed</li><li>Identifying and escalating issues, which could have significant impact on daily operations</li><li>Providing exceptional service to the various business partners</li><li>Collaborating within team environment to successfully manage daily work volumes and quality standards</li></ul>How Your Work Impacts the OrganizationThe Global Middle Office (GMO) Trade Operations Division acts as a servicing centre for our trading desks, and external managers globally, facilitating trade capture, confirmation and settlement of equity, debt, derivative, and currency transactions with brokers, money managers and custodian banks. In addition to the various external counterparts that the teams deals with, there are also several internal groups that assist in the group's daily responsibilities, including Compliance, Treasurer's Office, Counterparty Risk, Legal, Fund Accounting, and other Custody groups. All of these combines to ensure that we are providing accurate and timely information into the NAV and then value to our investors. #GMO<h3>Category:</h3>Investment Operations

Fidelity Investments

Analyst, European Loan Operations

<h3>Job Description:</h3>As a member of Workplace Investing Client Service Operations group, the Engineering &amp; Automation team offers a dynamic application development team that is responsible for the development and maintenance of technology and automation solutions supporting Fidelity's retirement investment business. The Expertise We’re Looking For<ul><li>3-5 years of VBA (Visual Basic for Applications) software development experience</li><li>Bachelor's degree in Information Systems, Computer Science or Information Technology preferred</li><li>Exposure to VB.NET and C# a plus</li></ul>The Purpose of Your RoleThe Engineering &amp; Automation Team offers a dynamic application team that is rapidly developing new applications and tools which will immediately impact the efficiency and quality of the business operations teams. The skillsets we are targeting are Microsoft VBA development and SQL Server, however experience in other technologies is a plus.The Skills You Bring<ul><li>You have proficiency with VBA (Excel and Outlook) and SQL Server.</li><li>You have proficiency with consuming webservices, API’s and database via VBA</li><li>You have expertise in automating a variety of process types with macros</li><li>You have experience with SQL scripts/stored procedures and relational databases</li><li>You are knowledgeable with a System Development Life Cycle</li><li>You have expertise with Microsoft Office suite</li><li>Strong communication skills, strong organization skills, and ability to multi-task</li></ul>The Value You Deliver<ul><li>Performing technical and functional analysis, and contributes to systems design for applications</li><li>Developing application enhancements of moderately complex scope</li><li>Supporting user acceptance and unit level testing, and performs unit and integration testing</li><li>Developing clear and concise documents</li><li>Providing application support, problem diagnosis, and resolution</li></ul>How Your Work Impacts the OrganizationYou are a highly motivated self-starter Software and Automation Engineer with strong technical aptitude to provide development and support for multiple small to medium complex business applications. You will have previous application development experience, strong communication skills, strong organization skills, and the ability to effectively multi-task. You will become a strong team player as well as be able to work well independently. You will be responsible for designing, developing, implementing, and maintaining applications with a minimal level of direction.Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’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.

Senior Software Engineer (VBA Developer)

<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><h3>This role requires you to live in the Greater Seattle, WA area in order to service local client companies on their campuses in person 4-5 days a week.</h3>Put your expertise in retirement planning to work every dayThe Expertise We’re Looking For<ul><li>Series 7 &amp; Series 63 licenses required</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul>The Purpose of Your RoleRetirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.The Skills You Bring<ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul>The Value You Deliver<ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul>How Your Work Impacts the OrganizationThe Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.The base salary range for this position is $78,000 - $115,000 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><h3>Category:</h3>Sales

Workplace Financial Consultant - Seattle, WA

<h3>Job Description:</h3>Associate Billing AnalystThe Associate Billing Control Analyst position acts as an overseer, a consultant and key business partner to our FundsNetwork, FIAM, Clearing and Custody Business partners and Billing team and liaisons with the Risk and Compliance professionals with the overall goal of ensuring a high level of accuracy in billing and compliance with key controls.The billing unit within Fidelity Institutional business group supports relationship management teams, client service teams, pricing and sales teams, and various product teams. Candidates are responsible for timely review of key control steps within the process, validation of accuracy in billing set up and working with product teams on upstream data validation.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor's Degree Required (Finance/Accounting Preferred)</li><li>1-3 Years of financial services and/or operations experience</li><li>A self-starter and team player who works collaboratively to achieve the team’s overall goals and objectives.</li><li>Your excellent communication and interpersonal skills along with your ability to influence others across the company and build relationships.</li><li>Strong analytical skills with your ability to quickly understand complex issues</li><li>Ability to innovate and understand the importance of process improvement and time management</li><li>Your ability and flexibility to manage multiple priorities, and deliverables while maintaining deadlines</li><li>Your solid knowledge of financial tools (Excel, Access, Business Objects).</li><li>Excellent written and oral communication, particularly when discussing complex issues</li><li>Perform audit and oversight work on key billing activities.</li><li>Lead or support resolution of identified items including enhancing processes or controls.</li><li>Identify and deliver process enhancements for the efficient, accurate and timely completion of all activities</li><li>Provide root cause analysis and insights into issue resolutions</li><li>Work with business and technology partners to resolve issues</li><li>Proactive participation &amp; management on various projects/initiatives</li><li>Provide support for internal and external audit</li><li>Maintain and update procedure documentation</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Billing Controls team safeguards the accuracy and integrity of all billing processes by performing reconciliations, exception reviews, and audit support while maintaining key control procedures. We manage a wide range of recurring and project-based tasks, partner across departments to resolve issues, and drive process improvements that strengthen financial accuracy and compliance.<h3>Certifications:</h3><h3>Category:</h3>FinanceFidelity’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.

Associate Billing Analyst

<h3>Job Description:</h3>Fidelity’s Workplace Investing (WI)/Healthcare (HCG) business units help employers offer successful benefit programs to improve their employees’ overall well-being. WI/HCG offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, outstanding service, and engaging employee experiences. WI/HCG is the market leader with ~30% market share serving 26K employer clients &amp; 34M employees and administrating $3.0T in assets.The Stock Plan Services (SPS) Product Domain exists to focus and deliver upon the needs of our Stock Plan Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul>The RoleAs the Director, SPS Product Offering, you will lead a team accountable for the strategy and execution of our internal go-to-market strategy. Key areas of focus will be<ul><li>Driving awareness and confidence in the product strategy and roadmap with our internal partners</li><li>Partnership with marketing to package our product deliverables into a broader story, ensuring the what, why, when are clear</li><li>Increasing efficiency for our internal work intake, business readiness processes, and overall feedback loop processes and communications</li></ul>You will partner closely with our SPS Marketing team, Sales, Relationship Management, and within Product. The Expertise You Have <ul><li>Bachelor’s Degree required; MBA preferred.</li><li>10+ years of financial services work experience, with stock plan experience a plus</li><li>Experience in product positioning and go-to-market strategy</li></ul>The Skills You Bring <ul><li>Experienced people leader, skilled at setting strategic direction and leading seamless execution</li><li>Ability to manage and proactively engage multiple stakeholders representing different functions</li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage across SPS</li><li>Ability to refine processes and communications used to manage work intake and business readiness for a large product domain</li><li>Ability to create an inclusive culture that encourage diversity of thought, drives debate, and encourages all to unlock their potential on behalf of our clients.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver <ul><li>Effective and efficient work intake and go-to-market functions to ensure success of feature deployments</li><li>Transparency of our product strategy, roadmap, and deliverables to our internal stakeholders so that the impact is clear and can be shared</li><li>Awareness through an ongoing feedback loop that ensures our client and sales teams are heard, and feel clear of what is prioritized and why</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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, SPS Product Offering

<h3>Job Description:</h3>SAT Chapter Leader – Director, Software EngineeringThe associate would work on Strategic Advisors Technology (SAT) Domain of AM Tech India and would need to have experience in Asset Management business, application engineering, engineering standards, processes, tools, talent management and stakeholder management. The associate would have people management responsibilities with a team size of approx. 10 associates spanning across 2 squads.The Value You DeliverThe associate is expected to provide thought leadership in delivering the right business outcomes for an important product area – Model Management in SAT India. The Model Management business domain is very rich in data insourcing and data enrichment, model construction, model analytics and model shipment and distribution capabilities within the product area. Candidates with passion for understanding the rich business processes is needed, who can provide optimal engineering solutions across this spectrum. From tech standpoint, the associate is expected to have good technical knowledge on Middle Tier Technologies (Java, SpringBoot, Messaging Platforms - Kafka) and Database technologies (Oracle PL/SQL, Informatica, Data Warehousing concepts). AM Tech is already hosted on AWS Cloud, so good knowledge of AWS Cloud is preferred. A thorough knowledge of CI/CD processes, development processes around engineering excellence would be required to bolster the overall SDLC process.The Purpose of Your Role1) SAT Model Management team provides the platform for managing the overall lifecycle of Model Construction across product types in Retail, Workplace and Institutional channel partners. This role is for an Engineering Lead position for the squads executed from India.2) Provide technical mentorship across the product delivery teams involving tech stack around - Java REST Webservices, SpringBoot, UI (Angular), Kafka based messaging and publish / subscribe model and AWS Cloud.3) Sound knowledge on Database technologies (Oracle PL/SQL, ETL) and scheduling frameworks is required to be able to lead the engineering design across this stack.4) Ownership and accountability of continuous improvement of the engineering discipline including but not limited to - Technology life cycle management, Non-Functional requirements around performance, stability, reliability, quality, and security of the application / platform.5) Instill and enforce Engineering practices with all team members and influence global acceptance of these practices.6) Provide Governance on the overall delivery of different capabilities from India Engineering team.7) Work with Global Stakeholders of SAT and AM Tech in general to drive accountability and ownership of product delivery from India.8) Manage Engineering associates in product teams and inspire them to innovate courageously and aspire to reach greater heights.9) Embrace and imbibe the new Fidelity Agile Model practices in the squad members.The Skills that are Key to this role1) Should have the basic understanding of Asset Management business functions and the role that Managed Accounts play in adding value to the overall AM.2) Has demonstrated strategic view point in driving technology initiatives across the organization.3) Provide technical mentorship across the product delivery teams involving tech stack around - Java REST Webservices, SpringBoot, Kafka, UI (Angular), Database constructs (Oracle PL/SQL, ETL), and AWS Cloud.4) Strong understanding of various tenets of non-functional requirements (scalability, performance and resiliency) to be considered while designing and developing an application / platform.5) Strong understanding of Engineering Practices like Code Review, Branching Patterns, etc.6) Global Stakeholder management and Strong Communication skills.7) Strong People Management experience having tenacity to build high performing teams.How Your Work Impacts the OrganizationAsset Management Technology (AM Tech) is the business unit that is responsible for delivering innovative, scalable, industry-leading investment tools that enable Fidelity’s Investment &amp; Asset Management business to achieve competitive advantage globally. AM Tech is an integral partner in setting Asset Management's strategic direction and has shared accountability for achieving Asset Management goals. AM Tech is global organization of technologists based in the United States, London, India and Ireland. Supporting multiple business function in Investment Management and Advisory domain like Portfolio Management, Research &amp; Trading.The Expertise We’re Looking For<ul><li>BE/MCA</li><li>15+ years of industry experience</li></ul><ul><li>Location: Bangalore</li><li>Shift timings: 11:00 am - 8:00 pm</li></ul>Company OverviewFidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for nearly 70 years, Fidelity employs 45,000 associates who are focused on the long-term success of our customers. FMR (Fidelity Management &amp; Research) India is the Global Inhouse Center of Fidelity Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fully functional unit at Chennai.To know more visit: <a href="https://india.fidelity.com/india/" target="_blank">FMR India</a><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Director, Full Stack Engineering

<h3>Job Description:</h3>Principal UX Designer – Fidelity Asset Management Fixed Income, FFO, and Trading Services (FIFT)<h3>The Role</h3>In this Principal UX Designer role, you will spearhead our design efforts, guiding us through the creation of transformative and intuitive user interfaces in a dynamic and fast-paced environment. You will help establish standards and best practices to create world-class streamlined user experiences that best support our investment professionals and business partners. Your expertise allows us to consider accessibility, interactive design, overall usability, and a responsive frontend architecture, thereby ensuring that our digital products are not only visually appealing but also highly functional and user centric.<ul><li>Creates innovative solutions for a wide variety of product design challenges, including desktop, hardware interfaces, physical environments, and person-to-person interactions.</li><li>Leads the design for new experiences and improvements of existing experiences.</li><li>Plans and defines strategy for the direction of future iterations.</li><li>Quickly iterates on multiple interactive design solutions.</li><li>Advocates for design solutions, highlighting inputs that influences decisions including business and user goals, demographic and usage data, and research findings.</li><li>Develops high level, detailed storyboards, mock-ups, and prototypes to effectively communicate interaction and design ideas.</li><li>Delivers work that is not only user-friendly and aesthetically engaging, but that also produces results.</li><li>Works alongside engineers and product managers throughout all stages of the production cycle.</li><li>Assesses and optimizes the performance of new and existing features by actively participating in user research and assessing performance metrics.</li><li>Develops and maintains detailed user-interface specifications.</li><li>Presents design work to multiple teams and senior leadership for review and feedback.</li><li>Creates user experience standards, guidelines, and associated assets to accelerate UI development.</li><li>Contributes to the group’s shared knowledge of user-centered design and research methodologies.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>8+ years of UX or related design experience in a professional setting</li><li>A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred</li><li>Asset Management or related Investment Applications Design experience is ideal</li><li>Provide design and product thought leadership, identifying and developing strategic design opportunities to drive business and product strategy, creating artifacts to align stakeholders and teams to</li><li>Work across and collaborate with investment professionals, product and engineering leads, and others to develop and prototype product vision</li><li>Lead definition of the design work and deliver business outcomes across multiple product teams, with minimal guidance and coaching</li><li>Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions</li><li>An array of design skills including service design and strategic design methods. Information architecture, prototyping, user research, and visual design will also be critical</li><li>Effective communication, presentation, and storytelling skills; equally at ease speaking with developer or business partners</li><li>Experience working on agile teams delivering value in digital products preferred</li><li>Experience running and/or using research to support evidence-focused design decisions preferred</li><li>A digital portfolio we can review online is required</li><li>Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better</li><li>Work across the organization to drive consistent associate-facing experiences</li></ul><h3>The Team</h3>The FIFT organization crafts all the technology systems used in Fixed Income for the Bond and Money Market Product areas. FIFT also handles common trading services as well as the systems used for Finance and Fund Oversight. The applications and services provided enable investment decision making, portfolio management, and trading for combined assets under management of approximately $2 trillion. Through our Agile practices, we have developed an operating rhythm that ensures we are consistently delivering the highest value work for our customers and partners. We work on a wide variety of technologies including AWS, Angular, Java, Python, REST/API, PL/SQL, HTML and Kafka.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’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 UX Designer, Asset Management

<h3>Job Description:</h3>The Role The Analytics &amp; Commercialization Team is seeking a Director of Distribution Enablement to provide key support with vitality and emerging product enablement, distribution strategy, lead generation, targeting, and measurement to enable the sales execution by our various distribution teams, including Intermediary and Institutional, in collaboration with Distribution, Product, Marketing, and Analytics and Commercialization teams. Responsibilities include the following: <ul><li>Partner closely with teams and individuals across FI to translate pivotal initiatives into execution plans, develop key metrics and data to track performance, and ensure timely execution of deliverables. </li></ul><ul><li>Collaborate with Distribution and Specialist teams to develop and implement segmentation plans and targeting strategy to accelerate the sale of emerging products. This may include developing a framework to identify new opportunities and optimize existing relationships, developing a cross-functional coverage model, and informing scorecard and KPI metrics. </li></ul><ul><li>Build strong presentations and data visualizations that effectively convey analytical findings and recommended actions to inform and influence decision-makers. Develop and deliver insights that build consensus around critical initiatives and execution plans and that inform stakeholders of implementation progress or hurdles. </li></ul><ul><li>Research and synthesize internal (FI/Enterprise) and external (market/industry) trends and data to inform thinking around distribution strategy and execution. </li></ul><ul><li>Engage with other members of the FI organization to help shape the operating model, and to streamline interactions with shared services teams. </li></ul><ul><li>Provide program management and execution support as needed. </li></ul><ul><li>Support strategic and tactical initiatives across enablement and distribution effectiveness teams, providing support for broad FI distribution initiatives and specific Analytics and Commercialization needs. </li></ul><ul><li>Provide program management and execution support as needed. Keep all stakeholders aligned and updated. </li></ul><ul><li>Partner closely with teams and individuals across FI to translate pivotal initiatives into execution plans, develop key metrics and data to track performance, and ensure timely execution of deliverables. </li></ul><ul><li>Ensure readiness with data for reporting, compensation, metrics, and instrumentation. </li></ul><ul><li>Build strong presentations and data visualizations that effectively convey analytical findings and recommended actions to inform and influence decision-makers. </li></ul>The Expertise and Skills You Bring <ul><li>Self-starter, independently motivated, and excited by the prospect of working on strategic initiatives. Welcomes working in a fast paced, client focused environment requiring resourcefulness and flexibility. </li></ul><ul><li>Strong quantitative, analytical, and conceptual problem-solving skills combined with outstanding business insight. </li></ul><ul><li>Ability to work effectively in a team environment, collaborating with people representing a broad range of roles and expertise. </li></ul><ul><li>Ability to communicate complex ideas effectively and concisely, adapting communication style to suit differing audiences. </li></ul><ul><li>Capable of communicating with and influencing Fidelity leadership through relationship-building and high-quality presentations. </li></ul><ul><li>Intellectual curiosity and tenacity to develop creative approaches to problem solving. </li></ul><ul><li>Interest and ability to build well-rounded investment acumen. </li></ul><ul><li>Bachelors or equivalent with 12+ years of experience or Masters with 10+ years of experience </li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The Team The Analytics and Commercialization team is a key enabler of the FI/IWMS strategies and drives sustainable commercial value to Fidelity by leveraging our collective intelligence and forming forward-looking perspectives to unlock, package and deliver growth and scale opportunities for our clients. The org includes the following teams that collectively work together to drive end-to-end connectivity to realize our outcomes: Data foundation and management, Analytics and Insights, Market Intelligence and Commercialization, Investment and Business Consulting specialists, Cash and Banking solutions and Distribution Enablement and Effectiveness (this role). Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, ETF’s, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share. <h3>Certifications:</h3><h3>Category:</h3>Sales SupportFidelity’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, FI Distribution Enablement

<h3>Job Description:</h3>This job requires you to live in Greater Houston, Texas area, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.com<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.

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