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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Thousand Oaks, CA

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP 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 Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Planning Consultant - Winter Park, FL

<h3>Job Description:</h3><p>Do you genuinely enjoy making a difference in the lives of others? If you answered “<strong>yes</strong>” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Salt Lake City site.</p><p>In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​</p><p><strong>What to expect…</strong></p><p>As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.</p><ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>Our Investments in You</strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/tx0gn13m/fid-2025-tpbs-fca-region2.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a></p><p><strong>Shifts and Hours:</strong> Monday – Friday. Training hours are 7:30am – 4:00pm MST and post training must be able to work an 8hr shift between the hours of 6:30: MT am – 10:00pm MT</p><h3>Certifications:</h3><h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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 Customer Associate - Salt Lake City

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This is an end-to-end Technical Solution Architecture role that spans across multiple product areas within the Cash Solutions domain. You will work with business and technology leadership to define interim and target architectures, roadmaps, and blueprints to help deliver technical products that enable business capabilities for our clients.</p><p>You will be working on all aspects of architecture including infrastructure, data, security, resilience, integration, performance and others to build next generation software components at one of the largest high-volume FinTech companies in the world.</p><p>You will partner with business sponsors, product owners, engineers and other architects in an agile (scrum) environment to design, test, and implement technology solutions while mentoring engineers throughout the process using architecture standards and guidelines.</p><p>As a member of the architecture team, you will work with product and engineering teams to help champion innovation, drive standardization, and deliver modern technology patterns across the technology stack for our customers. You will drive Fidelity’s architecture vision through contributing to product road maps and influencing business vision.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>An ideal candidate will have a solid computer science foundation, an effective combination of interpersonal and technical skills, as well as passion for learning and expanding in various technologies. You will have demonstrated experience in integration projects and familiarity with industry standard integration patterns with focus on reusability and scale when it comes to building and deploying capabilities.</p><p>6+ years’ experience engineering/developing web enabled applications and some combination of the following:</p><ul><li>Proven track record as a Solution Architect designing and building scalable solutions</li><li>Experience with Agile development methodology</li><li>Experience with various architecture styles such as SOA &amp; Micro-Services</li><li>Experience in all aspects of AWS cloud computing environments</li><li>Experience with event-driven, serverless architecture, design, and implementation.</li><li>Experience in full-stack development of N-tiered applications</li><li>Experience developing applications using Java / .NET, and Angular</li><li>Working knowledge of frameworks like TOGAF &amp; Amazon Well-Architected Framework</li><li>Working knowledge of SDLC including test automation and CI / CD</li><li>Preferred working knowledge of card and payment processing standards (e.g., ISO)</li><li>Ability to work both independently and as a team player across organizations.</li></ul><p>The Team</p><p>This role will support 2 to 4 scrum teams delivering technology products to help Fidelity drive and implement Fidelity’s business vision for our customers. This role will coordinate closely with the product owners and other colleagues across the enterprise to ensure teams’ alignment on overarching enterprise architecture, business and technology goals.</p><p>Certifications:</p><p>(Desired not required)</p><p>AWS Certified Architect Associate or AWS Certified Architect Professional</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Architecture

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>The Privileged Access Management (PAM) Architect will be responsible for designing the PAM architecture strategy for Fidelity’s Enterprise Cybersecurity organization. This role demands deep expertise in workload access controls, secrets management, and a solid grasp of frameworks such as SPIFFE and SPIRE. The ideal candidate will possess extensive experience with PAM tools, including CyberArk, Delinea, HashiCorp Vault, and Microsoft Entra ID, ensuring the security and compliance of the organization's IT infrastructure. Although this is an individual contributor role, strong leadership and influencing skills are crucial to drive initiatives and collaborate effectively across the organization. </p><ul><li><p>Develop a comprehensive PAM architecture strategy that aligns with organizational objectives and regulatory requirements. </p></li></ul><ul><li><p>Lead the design and contribute to the development and deployment of PAM solutions, focusing on workload access controls and secrets management. </p></li></ul><ul><li><p>Contribute to the implementation and management of secrets management solutions, ensuring the secure storage, access, and rotation of privileged credentials. </p></li></ul><ul><li><p>Apply frameworks like SPIFFE (Secure Production Identity Framework for Everyone) and SPIRE (SPIFFE Runtime Environment) to establish secure, scalable, and standardized workload identities. </p></li></ul><ul><li><p>Leverage PAM tools such as CyberArk, Delinea Secret Server, HashiCorp Vault, and Microsoft Entra ID to enhance security measures and streamline access management processes. </p></li></ul><ul><li><p>Design PAM policies, standards, and procedures to ensure consistent and secure management of privileged accounts. Ensure PAM practices comply with organizational policies and regulatory requirements. </p></li></ul><ul><li><p>Assess the effectiveness of PAM controls, making data-driven decisions to reduce risk and enhance security posture. </p></li></ul><ul><li><p>Collaborate with technology and business partners to identify and mitigate risks associated with privileged access. </p></li></ul><ul><li><p>Stay current with emerging trends and technologies in PAM and cybersecurity driving enhancements to existing solutions. </p></li></ul><p></p><p> <strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>10+ years of experience in defining and delivering cybersecurity architecture, strategies and solutions with demonstrated experience in the financial services industry or other highly regulated sectors. </p></li></ul><ul><li><p>Bachelor's degree in Information Security, Computer Science, or a related field; a Master's degree is preferred. </p></li></ul><ul><li><p>Strong industry experience in architecting and designing PAM solutions and deployment across the enterprise. </p></li></ul><ul><li><p>Deep technical understanding of PAM capabilities, controls and security technologies in areas related to identity and access management to address privilege-based risk. </p></li></ul><ul><li><p>Familiarity with regulatory requirements related to PAM, such as PCI DSS, HIPAA, or GDPR. </p></li></ul><ul><li><p>Expertise with build vs. buy solution options. </p></li></ul><ul><li><p>Working knowledge and experience with Cloud Architectures and the ability to address the security considerations of secure cloud computing including IAM with enterprise services, SSDLC, data protection, cryptography and key management. </p></li></ul><ul><li><p>Demonstrate leadership and consensus building skills with which you influence decisions and engage across Fidelity and at all levels of the organization </p></li></ul><ul><li><p>Exceptional communication and interpersonal skills, with the ability to effectively communicate complex technical concepts to non-technical stakeholders. </p></li></ul><ul><li><p>Relevant certifications such as Certified Information Systems Security Professional (CISSP) or Certified Information Security Manager (CISM), Certified in Risk and Information Systems Control (CRISC) are highly desirable. </p></li></ul><p><strong>The Team</strong> </p><p>The Enterprise Cybersecurity (ECS) organization sets Fidelity’s cybersecurity strategy, policy and standards and is responsible for delivering effective security solutions to ensure customer and enterprise data and assets are protected in a constantly evolving cyber-threat landscape. We focus on Cyber threat reduction, vulnerability elimination, deterrence, incident response, resiliency, and recovery policies and activities. You will work directly with the product management and engineering teams to develop solutions to critical projects and provide strategic roadmaps mentorship to both partner teams within ECS as well as for our business units and Enterprise Infrastructure. </p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Vice President, Privileged Access Management Architect

<h3>Job Description:</h3><p><strong>The Role</strong><br>Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! </p><p><br><strong>What to expect… </strong><br>As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a></p><p><br><strong>2. Skill Development </strong><br>In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.</p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> </p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Customer Relationship Advocate Career Development Experience- Westlake, TX

Customer Relationship Advocate Career Development Experience- Smithfield, RI

Customer Relationship Advocate Career Development Experience- Salt Lake City, UT

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As the <strong>VP, Treasury Payments Operations Product Manager,</strong> you will lead our product vision, strategy and execution. As a key member of the leadership team, you will drive innovation, define product roadmaps, align best in class vendor, operational and technology core money movement solutions and collaborate across many businesses and functions to deliver solutions that propel our strategic money movement business goals forward. The role requires a strong mix of leadership, industry insights, technology and operational expertise to scale our product offerings and enable business channels to improve customer experiences!</p><ul><li>Develop and drive the overall product strategy, vision and roadmap in alignment with organization goals</li><li>Lead and mentor a high performing product management team, fostering a culture of innovation, collaboration and accountability.</li><li>Oversee the entire product lifecycle from ideation to enablement.</li><li>Partnering with the business channels and engineering to ensure seamless product execution</li><li>Conduct industry research, analyze trends and leverage data to identify key improvement opportunities.</li><li>Define and track key product performance metrics, ensuring continuous improvement</li><li>Engage with key business partners to gather insights and translate into impactful product decisions.</li><li>Drive innovation by staying ahead of emerging payment products</li><li>Actively engage with industry forums and key banking relationships to stay ahead of emerging payments and industry changes.</li><li>This role will require occasional travel as needed.</li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>Bachelor’s degree</li><li>Minimum 15+ of product management experience with at least 5 years in a leadership role.</li><li>Proven success in building/ scaling products/ processes</li><li>Strong analytical skills with the ability to make data-driven decisions</li><li>Excellent leadership, communication and stakeholder management skills.</li><li>Experience working with cross-functional teams</li><li>Interpreting payment rules, laws, and regulatory guidance, and applying these findings to ensure that money movement products across all channels stay in sync with the relevant guidelines. This includes implementing process or procedural changes in large and complex initiatives across the organization.</li><li>Detailed understanding of payment rules (Fed Wire, NACHA, RTP, FedNow, etc)</li><li>Expertise in various payment products (ACH, micro entries, debit cards, domestic and overseas wires, check writing, RTP, PayPal, Venmo).</li><li>Solid understanding of payment fraud mitigation vendors, technology and tools.</li><li>Understanding of relevant technologies and systems that support the various payment products, enabling effective communication with the development teams and informed decision making on technical tradeoffs.</li></ul><h3>The Team</h3><p>This dynamic team is part of Operations and Service Group (OSG) Account, Treasury and Tax Services Division. The Treasury Operations team oversees cash management, fund transfers and various banking relationships. We collaborate with internal stakeholders to develop seamless, efficient and secure money movement solutions. We also provide the servicing of these products including transaction monitoring, issue resolution and process optimization ensuring reliability and compliance while partnering to enhance customer experiences.</p><p><em>Please note: Fidelity will not provide immigration sponsorship for this position </em></p>The base salary range for this position is $118,000-$189,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3>Series 99 - FINRA<h3>Category:</h3>Business Analysis

VP, Treasury Payments Operations Product Manager

<h3>Job Description:</h3><p><strong>The Role</strong><br>Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! </p><p><br><strong>What to expect… </strong><br>As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a></p><p><br><strong>2. Skill Development </strong><br>In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.</p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/4rkp1qv0/tpbs-cra-0225-cov-jax-2025.pdf" target="_blank">(Learn More)</a> </p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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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