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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Campus Relationship &amp; Engagement Lead is the primary contact for clients across a number of universities who are working with Fidelity to provide financial education, resources and digital tools to their students (Fidelity Financial Forward for Universities). The Director responsible establishing relationships with these clients, addressing any questions or concerns, and sharing their feedback with internal partners. Working together, this role will develop strategies &amp; deliver effective multi-channel programs that lead to utilization of the offering and meet the goals of both the client and Fidelity. This position will requires 35% national travel and someone who is comfortable working independently from a home-based office. <strong>#REMOTE </strong></p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelors Degree with 12 years Financial Services experience and at least 3 years of client facing experience working directly with universities.</li><li>FINRA Series 7 &amp; 63 licenses highly preferred upfront or ability to obtain within 90 days of hire.</li><li>Works directly with Tax-Exempt Plan Sponsors and Participants is a plus.</li><li>Partners with higher education athletics and administration to tailor engagement strategies</li><li>Develops marketing strategy and leading end-to-end multi-channel program execution.</li><li>Engages in productive collaboration with teammates on ideation, development, and execution of new strategies; contributing to bodies of work that evolve based on findings and different client environments.</li><li>Engages key decision makers and senior level leaders on campus frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction as well as drive student engagement.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction and student engagement within a book of business.</li><li>Takes responsibility for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help drive student engagement in the offering.</li><li>Demonstrates strong organization, time management balancing multiple clients, attention to detail, problem - solving, presentation and written communication skills.</li><li>Analyzes data to assess program effectiveness and identify improvement opportunities</li><li>Coordinates internal &amp; external resources to implement committed marketing &amp; communications results.</li><li>Shares program performance reporting with clients and use as an input to identify ways to continually improve student engagement in the program and business outcomes.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p>The Team</p><p>TEM ( Tax -Exempt Market) provides retirement plan services to benefits leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges &amp; universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developer.</p>The base salary range for this position is $90,000-$204,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Director,  Campus Relationship & Engagement Lead  - REMOTE - East Coast

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Senior Manager, Market &amp; Competitive Intelligence will support stakeholders across Fidelity Institutional (FI) with actionable insights on external market trends. The Senior Manager will leverage strong analytical skills, industry knowledge and critical thinking to create data-driven insights that help business partners take advantage of market opportunities and stay ahead of the competition. These insights will be generated via a combination of ongoing analysis, ad-hoc projects and proactive market intelligence reports.</p><p>Your primary areas of focus in this role will be the institutional and intermediary distribution markets. You will use a range of data, market research, and other sources to monitor ongoing industry trends and build forward-looking insights which help FI meet the changing needs of our clients. This includes tracking evolving investor demand, understanding competitors, and identify areas of opportunity or risk to our business.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree and 5+ years of experience in investment industry; ideally in business intelligence, strategy, distribution or product management</p></li></ul><ul><li><p>Proven track record of synthesizing data and research from various sources into actionable insights and practical recommendations</p></li><li><p>Experience working with flows, performance and other competitive data to support product and distribution strategy, including via industry databases such as Simfund, Broadridge, eVestment</p></li><li><p>Enthusiastic about working across a diverse set of business partners and comfortable managing multiple projects simultaneously</p></li></ul><ul><li><p>Excellent communication and presentation skills, with ability to explain sophisticated concepts in a simple, straightforward manner</p></li><li><p>Knowledge of investment and distribution concepts – including established and alternative asset classes, asset managers and distribution channels</p></li></ul><ul><li><p>Experience working with analytics tools such as Power BI, Tableau, Alteryx, etc. a plus</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>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.</p>The base salary range for this position is $85,000-$143,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Marketing

Senior Manager, Market and Competitive Intelligence

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are looking for someone who enjoys problem solving and working in a fast-paced office environment. Join us in Inbound Operations where you will be part of a business unit supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests. The team provides transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, efficient and innovative service solutions through hardworking associates and processing expertise.</p><p>You will work with Internal Business partners to provide electronic or physical documentation to support outgoing correspondence and customer research needs. The role also supports management and retrieval of archived documents for the firm. Your role impacts several internal and external business partners as well as customers and clients of Fidelity Investments. This role is key to the success of our end-to-end process.</p><p><strong>The Value You Deliver</strong></p><ul><li><p>Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing of letters, forms, image copies and/or original documents to enable completion of applicable customer transactions.</p></li><li><p>Complete extensive research to locate and respond to historical customer document retrieval requests using various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>High school diploma or equivalent</p></li><li><p>2 years of transaction processing experience within a professional, fast paced, corporate environment.</p></li><li><p>Work experience in a risk-controlled environment.</p></li><li><p>You have excellent communication skills</p></li><li><p>Your ability to work independently or on a team on specific tasks</p></li><li><p>Your high attention to detail</p></li><li><p>Your ability to work effectively with computer desktop applications</p></li><li><p>Your ability to effectively multi-task</p></li><li><p>You are flexible for business needs and highly adaptive to change</p></li><li><p>You have a positive demeanor and ‘can do’ approach to challenges</p></li><li><p>You possess the ability to learn and apply knowledge to make effective processing decisions</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Transaction Processing<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Representative, Transaction Processing

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Client Solutions Business (CSB) Chapter Leader within the Financial Planning &amp; Advice Product Area is a role that combines deep business and product strategy skills, knowledge of customers and financial products, and technology expertise with a passion for coaching and developing our associates.</p><p>The CSB Chapter Leader directly leads a team of Financial Planning &amp; Advice business &amp; product analysts team members, who work within squads. The Chapter Leader supports team members with the growth and development of their product knowledge and skills ensuring alignment on the “how” of the work they perform is in line with the needs of the business. In addition, the Chapter Leader acts as a trusted business leader and consultant to the Product Area Leader, Group Squad Leaders, and Squad Leaders on critical cross-product area business challenges and opportunities. They also provide leadership on high-impact cross-Product Area s initiatives such as hiring, talent management, and building out strategic areas.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree required: MBA preferred</li><li>10- 12+ years professional experience with 5-10 years Financial Services experience, especially in areas such as financial planning tools, wealth management, managed accounts, FinTech, workplace investing, and saving for retirement.</li><li>FINRA licenses Series 7 and 24 are required or need to be attained within first 90 days while in role</li><li>Leadership and management experience of teams of 12 + professionals in fast-paced environment</li><li>Consistent and strong background of coaching individuals to deliver business results and reach their maximum growth potential, and championing continuous learning</li><li>Collaborating with squad leaders to track performance, refine skills of team members, and support the business</li><li>History of evaluating hard and soft data, collaborating with executive partners, developing and implementing strategies, initiatives, and solutions to drive positive associate, customer, and business outcomes</li><li>Knowledge of, and curiosity about, current and evolving consumer experiences to partner with Product area and squad leaders to coordinate skills development and to set standards, developments, and innovations</li><li>Experience with resource planning and allocation within and across organizations</li><li>Relationship-building skills with ability to collaborate and break down silos, and work effectively across the enterprise</li><li>Agile knowledge and experience preferred; skills development work experience and experience devising learning programs is a major plus</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>The Financial Planning &amp; Advice Product Area is working to build digital pathways to support financial planning for our clients. We craft and support innovative digital experiences that leverage industry leading methodologies that provide our customers with efficient planning experience and next best actions. Our primary objective is to make it easy for our customers to plan, find, and implement products and offerings that best align with their financial plans and goals.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA<h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Client Solutions Business Chapter Leader, Financial Planning & Advice

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Hilton Head, SC

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Pittsburgh, PA

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Relationship Manager - Vero Beach, FL

<h3>Job Description:</h3><p>As a <strong>Manager, Practice Management Solutions</strong> in Fidelity Client Consulting Practice Management Programs team, you will work closely with cross-functional and dedicated partners, including Business and Technology consultants, Relationship Managers, Sales, Product, Marketing, Technology, Legal, Compliance, and Risk partners, to drive the development and distribution of Fidelity Practice Management insights and consulting solutions to our institutional clients</p><p>In this role, you will be assigned defined projects that align with the organization’s strategic priorities. Examples of projects include:</p><ul><li><p>Content development: Research and write high-quality content on practice management topics. This includes gathering and synthesizing information and data from various sources, working closely with consulting SMEs and client-facing teams to gather the needs of the client base and industry, constructing storylines, developing PowerPoint presentations, and working through marketing processes to deliver client-ready materials.</p></li><li><p>Content distribution coordination: Partner closely with an array of cross-functional stakeholders around the company to distribute practice management content in an efficient and timely manner.</p></li><li><p>Operational process &amp; program management: Follow guidelines and instructions to carefully and successfully complete internal processes that support the operations of the business, such as LRC reviews, process checklists, etc.</p></li></ul><p><strong>The Expertise and Skills You Bring:</strong></p><ul><li><p>BS degree required</p></li><li><p>3 plus years of experience, ideally in program management, marketing or consulting.</p></li><li><p>Effective storyteller – Ability to synthesize and distill large amounts of information while weaving together key messages and proof points to deliver thought-provoking messages.</p></li><li><p>Analytical and data driven.</p></li><li><p>Strong attention to details.</p></li><li><p>Strong PowerPoint and Excel skills.</p></li><li><p>A great team player.</p></li><li><p>'A genuine interest in the world of wealth management. Demonstrated experiences in Wealth Management industry preferred.</p></li></ul><p><strong>The Team</strong></p><p>The Fidelity Client Consulting Team provides consulting and practice management insights to intermediary clients on a range of topics, from business to technology practices. Our mission is to help financial intermediaries thrive by informing their strategy, identifying growth opportunities, improving their scale and efficiency, enhancing customer experience, and delivering insights that drive confidence, clarity, and results. We work with banks, broker-dealers, registered investment advisors, family offices, and other financial intermediaries.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Manager, Practice Management Solutions

<h3>Job Description:</h3><p><strong>The Job</strong></p><p>The Tax-Exempt VP, Managing Director is a collaborative role providing strategic work and consulting to Higher Education, HealthCare, and other non-profit organizations in order to help them enhance the value of their retirement program and ensure their satisfaction with Fidelity. The role requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office or Fidelity Regional Site. The position requires 50% national travel focused mostly within Central, Mountain West and West region. The position requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office preferably in IL, MN, OH, IN, KY or MO. </p><p><strong>#REMOTE</strong></p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s Degree with 15+ years of industry experience</li><li>5+years of consistent track record of working directly with Institutional Clients and/or Participants</li><li>Series 7 &amp; 63 licenses <strong>required upfront</strong></li><li>Relationship Building , Consultative Selling , Conflict Resolution and Problem Solving skills</li><li>Strong written and oral communication skills</li><li>Develops and maintain a strong network of business partners across Fidelity</li><li>Handles difficult client interactions and solve a complex book of business/client problems</li><li>Ability to get things done!!</li><li>Decision making based on long-term view of trends, issues and business implications and cross-Fidelity impacts</li><li>Ability to gain acceptance of ideas and suggestions from senior business executives</li><li>Drives client satisfaction and loyalty via Net Promoter Score</li><li>Develops a comprehensive relationship management strategy, including business planning, for your book of business</li><li>Proactively educates and manages consultants in multi-vendor relationships to position for consolidation at Fidelity</li><li>Creates opportunities to diversify revenue via cross selling, Personalized Planning and Advice, Health Savings accounts, Self-Directed Brokerage, Health &amp; Welfare and Benefits Consulting opportunities</li><li>Holds Annual Business planning and service reviews to be sure we understand client's goals and objectives</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>The VP, Managing Director is a member of the Relationship Management team in Fidelity’s Tax-Exempt business which is provides Retirement Plan Services to Non-Profit Organizations. Primary goals include protecting the Fidelity brand name, retention, and revenue generation. This role maintains and builds the highest-level client relationships with key decision makers, influencers and C- suite committee members. The VP handles a Book-of-Business which consists of 10-15 Select/Large clients totaling more than $5B in assets. The Fidelity line of business is primarily Retirement but can include additional products and services. The role also leads an internal team of service-based associates and partners across the organization to solve client problems and create solutions.</p>The base salary range for this position is $112,000-$255,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

VP, TEM  Managing Director-  REMOTE - IL, OH, MN, KY, IN or MO

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The <strong>Senior Manager, Fidelity Institutional (FI) Strategy &amp; Planning </strong>will support several activities to help drive forward Fidelity’s FI business unit. As a key contributor to the FI Strategy &amp; Planning team, this individual will be a multi-faceted contributor to the organization, helping to develop FI’s strategic plan, facilitating the execution of key initiatives to drive the business forward, ensuring alignment among internal and external stakeholders, and ensuring clear and consistent messaging of our business strategy and accomplishments.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>3-5+ years management consulting, strategic planning, or management experience</p></li><li><p>Strong strategy consulting skillset: Critical thinking, structured problem solving, sophisticated research and analysis, and ability to drive to business insights</p></li><li><p>Experience contributing to an organization’s top strategic projects</p></li><li><p>Executive presence to work with senior leaders across an organization</p></li><li><p>Deep interest in the intermediary and institutional investment markets</p></li><li><p>Ability to balance multiple workstreams and maintain an agile mentality</p></li><li><p>Excellent written and verbal communication skills</p></li><li><p>Advanced skills in Microsoft PowerPoint and Excel</p></li><li><p>Top tier academic credentials: MBA, CFA or other relevant advanced degree not required but would be considered favorably</p></li></ul><p>The Senior Manager, FI Strategy &amp; Planning will report to the VP of Strategy &amp; Planning for FI; specific responsibilities to include:</p><p><strong>Strategic Projects (~90%)</strong></p><ul><li><p>Act as key member of project teams working on behalf of FI’s Senior Leadership Team to identify and assess strategic, competitive, and operational improvement opportunities for the FI business</p></li><li><p>Drive business case development and other strategic analyses through collaboration with key partners to inform recommendations</p></li><li><p>Manage workstreams to drive project delivery and execution; examples include new opportunity assessment, organizational transformation, regulatory response, and pricing strategy</p></li></ul><p><strong>Team Contribution (~10%)</strong></p><ul><li><p>Contribute to overall team culture and environment</p></li><li><p>Support agile practices within the team</p></li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>The Team</strong></p><p>Fidelity Institutional serves a wide variety of institutional investors, wealth management firms, and retirement plans with access to Fidelity's proprietary investment management, trading, and financing solutions. Sitting within the FI Finance organization, the Strategy &amp; Planning team is responsible for defining, communicating, and executing on FI’s business unit strategy and priorities. FI Strategy &amp; Planning interacts frequently with leaders across the business, including the Head of Fidelity Institutional, the Head of Finance, and other members of the Senior Leadership Team.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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