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The Team: The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution. The Role: In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience. The Expertise We Are Looking For: <ul> <li>Bachelor’s Degree required </li><li>5+ years client service or client/vendor relationship management experience </li><li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus </li></ul> The Skills you Bring: <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections. </li><li>Strong experience advocating for the needs of clients. </li><li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business. </li><li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients. </li><li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity. </li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business. </li></ul> The Value you Deliver: <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations. </li><li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients. </li><li>Provide clear and timely follow-up to all client questions and concerns. </li><li>Define, refine, and communicate the progress of the initiative to Fidelity team members. </li><li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process. </li><li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures. </li></ul> How Your Work Impacts the Organization Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients. Company Overview At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. Please see the below pay rate range for the work location of Boston, MA only: $71.00-91.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Fidelity TalentSource

Program Manager

The Team: The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution. The Role: In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience. The Expertise We Are Looking For: <ul> <li>Bachelor’s Degree required </li><li>5+ years client service or client/vendor relationship management experience </li><li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus </li></ul> The Skills you Bring: <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections. </li><li>Strong experience advocating for the needs of clients. </li><li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business. </li><li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients. </li><li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity. </li><li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business. </li></ul> The Value you Deliver: <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations. </li><li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients. </li><li>Provide clear and timely follow-up to all client questions and concerns. </li><li>Define, refine, and communicate the progress of the initiative to Fidelity team members. </li><li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process. </li><li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures. </li></ul> How Your Work Impacts the Organization Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients. Company Overview At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Senior UX Developer Candidate must be local to Boston, MA or Merrimack, NH Looking for a Senior-level UX Developer to help with our CoreX product area to build out reference UIs and production code for transactions such as Account Opening, Transfer, Transfer of Assets, Enterprise Status Tracker, Account Maintenance, etc. This role will work across multiple squads as each of them replatform their legacy experiences. The UX Developer will be collaborating with designers to turn conceptual Figma designs into FDS code that full-stack devs will incorporate into their Angular applications. In some cases, the UX Developer will also assist in creating interactive html prototypes for usability testing. In other cases, an FDS component may not meet our needs, and the UX Developer will partner with designers in the CoreX chapter to contribute enhancements back to FDS patterns, components, and code. This role will primarily focus on responsive web to start, but could certainly expand to mobile over time. Knowledge of accessibility requirements related to forms-based applications as well as knowledge of AngularJS is a big plus. <ul> <li>You have 4+ years of professional development experience building publicly available: <ul> <li>Web - web pages and apps using HTML, CSS, SCSS, Javascript ES5/ES6, build frameworks (webpack, angular-cli), jQuery, Angular, and Typescript or,</li> <li>Mobile iOS native - iOS apps using Swift 5, Objective-C, Cocoa Touch, UIKit, and XCode, or,</li> <li>Mobile Android native - Android apps using Kotlin, Java, Android SDK, Gradle, and Android Studio.</li> </ul> </li> </ul> The hourly pay rate range for this position is $70.00 – $85.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors

UX Developer

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Risk Associate to work in Boston, MA or Merrimack, NH. The hourly pay rate for this position is $30-$35 per hour. The Corporate Risk team is seeking a Risk Associate to support Fidelity’s Issue Management Program, including issue monitoring and management, preparing Executive-level reporting, development and implementation of risk analytics, and supporting various initiatives related to the Issue Management Program and Enterprise Risk Management Program. The Responsibilities of this Role This role is part of the Corporate Risk team that leads the Fidelity Issue Management Program. In this role, you will: <ul> <li>Become fully versed on and advocate for Fidelity’s Issue Management Program, including issue reporting, monitoring, and management</li> <li>Work closely and coordinate with key risk, compliance, and business partners to develop and implement processes for gathering and analyzing risk issue data</li> <li>Support the management of various components of the Issue Management Program, including drafting issue summaries, analyzing issue trends, maintaining program artifacts (policy, guidelines, training materials)</li> <li>Be the key driver of data analytics with the support of team members</li> <li>Support the development of and produce executive and committee reporting for the Head of Corporate Risk, including preparing PowerPoint presentations</li> <li>Project planning, management, and ongoing prioritization efforts</li> <li>Develop and maintain data visualizations (Tableau) and data analytics platforms (Alteryx)</li> </ul> The Expertise You Have <ul> <li>Bachelor’s or Advanced Degree</li> <li>Strong problem-solving, writing, and analytical skills, as well as superior attention to detail</li> <li>Excellent communication skills, including creating PowerPoint presentations and drafting high level issue summaries for Executive-level consumption</li> <li>Demonstrated excellence in data analysis and data aggregation</li> <li>Effective relationship building and influence skills</li> <li>Archer experience a plus</li> <li>Desire to remain continually aware of the changing risk landscape and adapt and improve preventive and prescriptive analytics accordingly</li> <li>Related work experience; Risk, Compliance, and/or Reporting experience is a plus</li> </ul> The Skills You Bring <ul> <li>You are a dynamic, strategic problem solver who is able to deliver solutions and drive change impacting multiple key stakeholders</li> <li>You are an innovative thinker and have strong analytical, organizational, and creative problem-solving skills</li> <li>You are an excellent communicator with strong executive presence and superior communication skills, written and verbal</li> <li>Your ability to influence key decision makers through a combination of knowledge, reasoning, and relationships</li> <li>Your experience working collaboratively across a large organization</li> <li>Your ability to simultaneously identify, prioritize, and address multiple issues and quickly respond to shifts in priorities</li> <li>Your ability to comport yourself with highest levels of professionalism in interacting with the most senior executives in the organization</li> <li>You are a thoughtful decision maker who strives to improve the associate experience while maintaining a strong culture of risk management</li> </ul> The hourly pay rate range for this position is $30.00 – $35.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors

Risk Associate

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Agile Scrum Master to work in Fidelity Charitable's Agile Office in Westlake, TX <h3>The Role</h3> As a Scrum Master, you will be a member of a multi-functional agile team within Fidelity Charitable. You will guide and advise teams on Agile values, practices and processes to ensure that the team is fully functional, productive, and passionate about the value they're delivering. <h3>The Expertise you have</h3> <ul> <li>Proven understanding of Agile and lean practices, processes, and artifacts </li><li>Practical and related experiences in being a servant leader to multiple agile teams concurrently </li><li>Certified Scrum Master (CSM) or equivalent, and at least 5 years of experience </li></ul> <h3>The Purpose of This Role</h3> As a Scrum Master, you will work directly in a team to advise and oversee performance against agile values, practices and processes. Working with the product owner, you will support the work of the team by maintaining the backlog and facilitating agile ceremonies like stand ups, planning and retrospectives. You will monitor team performance using data dashboards and partner with the team to identify continuous improvement opportunities to help the team work better and smarter. <h3>The Skills You Bring</h3> <ul> <li>Your ability to influence behavior without having organizational hierarchy </li><li>Able to manage a constantly evolving environment </li><li>Your ability to brainstorm with the team on solutions to address challenges and roadblocks </li><li>Your superb communication and people-interaction skills </li><li>Your organized and focused nature </li><li>Your continuous improvement mentality </li></ul> <h3>The Value You Deliver</h3> <ul> <li>Encouraging Agile behaviors, reinforcing practices, norms, ceremonies, and supporting the overall team performance and effectiveness </li><li>Identifying team improvement opportunities and looking externally for standard methodologies to support continuous improvement </li><li>Running and coordinating logistics for Agile ceremonies and practices, e.g., backlog maintenance, sprint planning, daily stand-ups, and retrospectives </li><li>Ensuring all work is supervised in the backlog and accurately balanced across team members </li><li>Maintaining and updating the team's process metrics and artifacts to ensure accurate and clear communications to partners </li><li>Driving a collaborative and encouraging team culture through team building and engagement practices </li></ul>

Scrum Master

Machine Learning Ops Engineer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Machine Learning Ops Engineer in Westlake, TX The FI AI and Analytics Platform team is seeking a passionate Machine Learning Operations Engineer to work on the AI/ML platform in support of our FI Business partners. As an MLOps Engineer, you will be responsible for developing and maintaining the infrastructure and tools required to support machine learning models deployment and monitoring. Our team provides modern cloud-based data solutions for the broader FI organization that enables the Sales, Marketing, Finance, and AI/ML Analytics capabilities. This role will be a key contributor of solutions that support the Data Science Agile teams, in the FI Data Engineering and Enablement Product Area. The Expertise and Skills You Bring <ul> <li>Bachelor’s or Master’s degree in Computer Science, Engineering, or a related field </li><li>3+ years of experience in MLOps, DevOps, or a related field with a focus on machine learning </li><li>1+ years of experience developing solutions on the AWS cloud platform </li><li>Proficient in Python and/or Java, with strong coding and debugging skills </li><li>Exposure to continuous integration &amp; delivery (CI/CD) practices </li><li>Proven experience with building container-based systems such as Docker </li></ul> Responsibilities: <ul> <li>Model Deployment and Management: Develop and manage the deployment of machine learning models in production environments, ensuring scalability, reliability, and efficiency. </li><li>Infrastructure Automation: Design and implement automated workflows and pipelines for model training, testing, and deployment using tools like Jenkins, Docker, and Kubernetes. </li><li>API Development: Design, develop, and maintain robust APIs for model integration with various applications and services. </li><li>Collaboration: Work closely with data scientists, software engineers, and other stakeholders to understand requirements and translate them into technical solutions. </li><li>Monitoring and Optimization: Implement monitoring and logging solutions to track model performance and system health, optimizing as necessary to meet business objectives. </li><li>Security and Compliance: Ensure that all deployed models and systems align with industry standards and regulations, implementing vital security measures. </li></ul> Dynamic Working 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 all business days of every other week in a Fidelity office. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Machine Learning Ops Engineer

UX Writer/ Content Strategist As part of the User Experience Content team, you’ll help shape the language for some of the most visited digital experiences in financial services—including Fidelity.com, NetBenefits.com, and our flagship mobile app. Our team connects users with the right Fidelity products and services by crafting clear, engaging, and purposeful content. The candidate we’re looking for has a few years of writing experience and is looking to deepen their skills in UX writing while developing content strategy skills, all within a supportive, collaborative environment. Day to day, you’ll collaborate closely with UX designers, UX researchers, product managers, marketing teams, and compliance teams to create cohesive user-centered experiences. The content you’ll create helps guide customers through complex financial topics and complete tasks, all while feeling confident in their decisions. You’ll contribute to projects from concept through execution, helping ensure our content is user-centered, consistent, and aligned with business goals. · Write and edit UX copy for web and mobile experiences, including navigation, user flows, and transactional content. · Translate complex financial concepts into clear, conversational language. · Contribute to content strategy efforts, including voice and tone, personalization, content mapping, information architecture, and sitemap development · Use data, research, and customer feedback to iterate and improve content over time. · Ensure content meets accessibility, legal, and brand standards. The expertise and skill you bring · 2–4 years of professional writing experience in User Experience (UX), content strategy, copywriting, or technical writing. · A portfolio that demonstrates your ability to write clear, user-focused content for digital experiences. · Strong communication skills and the ability to collaborate effectively with cross-functional teams. · A willingness to learn and grow in a fast-paced, agile environment. · Curiosity about financial topics and a desire to make them more accessible to everyday users. Company Overview At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

UX Writer

The Role Do you like to tackle problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and are encouraged to be constantly innovating? Do you enjoy math and Excel, and do you have the drive to be consistently improving to help participants? Under minimal supervision, the Senior Pension Administrator will be responsible for accurate and timely processing of moderate to high complexity calculations and/or transactions in a multi-client environment. They learn to execute employee information and financial transactions on several Fidelity systems within each client’s respective database. The Senior Pension Administrator interacts with many different groups within Fidelity and is a key contributor to the team environment and overall effective services provided to Fidelity’s client base. This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work. The Team You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! The Expertise You Have <ul> <li>Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience </li><li>Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role. </li></ul> The Skills You Bring <ul> <li>Strong math, analytical and intuitive skills. Ability to build calculation tools </li><li>Motivated and committed to precision; positivity and “can do” work ethic </li><li>You're a great teammate, and meet individual timeliness and accuracy goals </li><li>Ability to adapt to an evolving environment </li><li>Strong organizational skills and attention to detail </li><li>High integrity and discretion to ensure the confidentiality of sensitive client data </li><li>Demonstrate initiative in solving problems and implementing solutions </li><li>Ability to work independently </li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word) </li><li>Strong communications skills </li></ul> The Value You Deliver <ul> <li>Play an integral role servicing existing and new clients in defined benefit retirement plan administration, including a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time critical environment </li><li>Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards </li><li>Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows </li><li>Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools. </li><li>Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates </li><li>Contact participants to explain calculations or resolve participant/client related issues. This could be by phone or letters and forms </li><li>Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert </li><li>Manually calculate and review pension benefits for plan participants </li><li>Support the monthly testing of various systems upgrades and releases </li><li>Participate in special departmental projects </li></ul> How Your Work Impacts the Organization You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! Company Overview At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. The hourly pay rate range for this position is $30.00 - $35.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Pension Administrator

Senior Pension Administrator The Role Do you like to tackle problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and are encouraged to be constantly innovating? Do you enjoy math and Excel, and do you have the drive to be consistently improving to help participants? Under minimal supervision, the Senior Pension Administrator will be responsible for accurate and timely processing of moderate to high complexity calculations and/or transactions in a multi-client environment. They learn to execute employee information and financial transactions on several Fidelity systems within each client’s respective database. The Senior Pension Administrator interacts with many different groups within Fidelity and is a key contributor to the team environment and overall effective services provided to Fidelity’s client base. This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work. The Team You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! The Expertise You Have <ul> <li>Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience </li><li>Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role. </li></ul> The Skills You Bring <ul> <li>Strong math, analytical and intuitive skills. Ability to build calculation tools </li><li>Motivated and committed to precision; positivity and “can do” work ethic </li><li>You're a great teammate, and meet individual timeliness and accuracy goals </li><li>Ability to adapt to an evolving environment </li><li>Strong organizational skills and attention to detail </li><li>High integrity and discretion to ensure the confidentiality of sensitive client data </li><li>Demonstrate initiative in solving problems and implementing solutions </li><li>Ability to work independently </li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word) </li><li>Strong communications skills </li></ul> The Value You Deliver <ul> <li>Play an integral role servicing existing and new clients in defined benefit retirement plan administration, including a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time critical environment </li><li>Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards </li><li>Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows </li><li>Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools. </li><li>Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates </li><li>Contact participants to explain calculations or resolve participant/client related issues. This could be by phone or letters and forms </li><li>Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert </li><li>Manually calculate and review pension benefits for plan participants </li><li>Support the monthly testing of various systems upgrades and releases </li><li>Participate in special departmental projects </li></ul> How Your Work Impacts the Organization You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! Company Overview At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. ???????

The Role Do you like to tackle problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and are encouraged to be constantly innovating? Do you enjoy math and Excel, and do you have the drive to be consistently improving to help participants? Under minimal supervision, the Senior Pension Administrator will be responsible for accurate and timely processing of moderate to high complexity calculations and/or transactions in a multi-client environment. They learn to execute employee information and financial transactions on several Fidelity systems within each client’s respective database. The Senior Pension Administrator interacts with many different groups within Fidelity and is a key contributor to the team environment and overall effective services provided to Fidelity’s client base. This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work. The Team You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! The Expertise You Have <ul> <li>Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience </li><li>Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role. </li></ul> The Skills You Bring <ul> <li>Strong math, analytical and intuitive skills. Ability to build calculation tools </li><li>Motivated and committed to precision; positivity and “can do” work ethic </li><li>You're a great teammate, and meet individual timeliness and accuracy goals </li><li>Ability to adapt to an evolving environment </li><li>Strong organizational skills and attention to detail </li><li>High integrity and discretion to ensure the confidentiality of sensitive client data </li><li>Demonstrate initiative in solving problems and implementing solutions </li><li>Ability to work independently </li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word) </li><li>Strong communications skills </li></ul> The Value You Deliver <ul> <li>Play an integral role servicing existing and new clients in defined benefit retirement plan administration, including a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time critical environment </li><li>Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards </li><li>Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows </li><li>Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools. </li><li>Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates </li><li>Contact participants to explain calculations or resolve participant/client related issues. This could be by phone or letters and forms </li><li>Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert </li><li>Manually calculate and review pension benefits for plan participants </li><li>Support the monthly testing of various systems upgrades and releases </li><li>Participate in special departmental projects </li></ul> How Your Work Impacts the Organization You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! Company Overview At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

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