field_job_employment_type

job_organization_name

<h2>Job Description:</h2>User Experience ResearcherThe Role  Fidelity Investments is looking for a User Experience Researcher with an operations focus who is passionate about their craft and improving employee digital experiences. As a member of the Digital Workplace Experience Chapter Area, you will keep the end user at the center of everything we do, ensuring we are delivering world-class digital end-to-end experiences for our associates and customers.  You will sit with other designers and user researchers within the Digital Workplace Experience Chapter Area and be aligned to an interdisciplinary squad.      The Expertise and Skills You Bring     Experience  <ul><li>5-8 -years of UX or related experience is preferred  </li></ul><ul><li>A degree in a related field such as in Human Factors, Human-Computer Interaction (HCI), User Experience, Usability Engineering, Experimental Psychology or related field, or equivalent education and related training / certification  </li></ul><ul><li>Experience working on agile teams delivering value in digital products preferred  </li></ul><ul><li>Financial or similar industry experience desired.  </li></ul><ul><li>Experience with user-centered design research methodologies and rapid ideation processes such as Lean XD, Design Sprints and Agile methodologies.  </li></ul><ul><li>Experience with UXops preferred </li></ul>  Skills  <ul><li>Deep familiarity with executing a variety of qualitative and quantitative research methods such as interviews, surveys, usability testing, task analysis, contextual inquires, ethnographic studies, &amp; card sorting.   </li></ul><ul><li>Ability to craft, evaluate and evolve user models (personas, scenarios, profiles).   </li></ul><ul><li>Ability to perform heuristic evaluation, accessibility reviews and testing of applications and make concrete recommendations for improving their usability.   </li></ul><ul><li>Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives  </li></ul><ul><li>Creates and develops post project executive summaries, retrospectives and project follow-ups  </li></ul><ul><li>A foundation of development knowledge, both web and mobile  </li></ul><ul><li>Partnering with other user researchers and designers to understand the customer problems to tackle  </li></ul><ul><li>Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions  </li></ul><ul><li>An unwavering curiosity to ask why  </li></ul><ul><li>Knowledge of change management preferred </li></ul>  UX Researchers typically:  <ul><li>Lead definition of the research work and deliver business outcomes across multiple product teams, with minimal guidance and coaching   </li></ul><ul><li>Plan, execute and analyze user research studies with the ability to flexibly scale them across desktop and mobile devices.   </li></ul><ul><li>Collaborate with stakeholders to define &amp; refine research objectives and ensure alignment with strategic, business and user goals.   </li></ul><ul><li>Work closely with UX strategists, designers and fellow researchers to provide research expertise and support during workshops and ongoing UX activities.   </li></ul><ul><li>Interpret qualitative and quantitative data from web analytics, user research data, trends and patterns to create actionable recommendations at project and portfolio level.   </li></ul><ul><li>Provide rapid prototyping support to communicate concepts/designs recommendations based on research conducted.   </li></ul><ul><li>Synthesize research data, summarize findings &amp; present results to management and project teams for both strategic and project level insight.  </li></ul><ul><li>Partner with the product owner to help inform product strategy  </li></ul><ul><li>Work across the organization to drive consistent customer experiences  </li></ul><ul><li>Contribute to the culture of the Digital Workplace Experience Chapter Area (user research &amp; UXD)  </li></ul><ul><li>Provide research and product thought leadership </li></ul><ul><li>Manages administrative responsibilities on UXR tools/platforms including Qualtrics, SharePoint, Confluence, Jira, Dovetail and others. </li></ul><ul><li>Supports UX team needs including participant management, data storage, privacy and legal standards, research template library and upskilling. </li></ul>The Team As a member of the Digital Workplace team within Enterprise Technology, you will be working in a collaborative, dynamic, and creative environment at Fidelity Investments. You will have the opportunity to be immersed in work across the organization, engage with and influence leaders, while solving some of Fidelity's most critical business issues. The vision of Digital Workplace is to ensure associates have the right digital tools, training, and support to do their best work. We will do this by owning the associate digital experience for the firm, focusing on capabilities (rather than on tools and vendors), using a test-and-learn approach, designing more effective rollout and adoption experiences, and paying close attention to every detail in the "last mile." <h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Fidelity Investments

User Experience Researcher/Ops (Senior/Principal)

<h2>Job Description:</h2><h2>The Role</h2>As a Senior Manager of Valuation Oversight in Asset Management's Treasurers Office, you will be responsible for overseeing the pricing operations of the Fidelity retail and institutional funds and monitoring operational controls. In this role you will manage the valuation processes for private and complex securities held across the Fidelity funds and accounts. You will coordinate the activities of third-party service providers, administer daily control functions, and perform market surveillance. You will support Fidelity's various valuation committees including preparation and review of activity and risk reports, testing of fair value methodologies, and coordination of fair value determinations and related documentation. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm.<h2>The Expertise</h2><ul><li>A minimum of 6 years industry or equivalent experience</li><li>A Bachelor's degree in Finance/Accounting or equivalent</li><li>Subject matter knowledge of technical accounting standards and generally accepted valuation methodologies for complex and alternative investments (private equity, private debt, direct loans, derivatives, etc.)</li><li>Knowledge of operational risk management and internal controls, governance and oversight processes</li><li>Advanced, working knowledge of MS Excel</li></ul>The Skills You Bring<ul><li>Motivated self-starter with the ability to work independently</li><li>Ability to apply sound judgment to spot issues, assess risks, and identify items requiring attention</li><li>Unwavering commitment to accuracy, quality, and completion of tasks</li><li>Possess excellent organizational, operations, and project/process management skills</li><li>Excellent verbal, written and formal presentations communication skills</li><li>Possess strong research and analytical skills</li><li>Ability to make and effectively communicate decisions</li><li>Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities</li></ul><h2>The Team</h2>The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.<h2>Company Overview </h2>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.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Senior Manager - Valuation Oversight, Asset Management Treasurer's Office

<h2>Job Description:</h2>Senior Manager, Tax ComplianceThe Senior Manager, Tax Compliance supports a dynamic environment where collaboration with Operations, Legal, Technology and Product groups occur to align Fidelity's tax reporting and withholding practices with regulatory guidelines and requirements.The RoleAre you a tax professional seeking to join a growing team passionate about assisting Fidelity businesses meet the challenging tax requirements that apply to the products and services we offer? Join our team of operational tax compliance professionals, growing our Tax Compliance function! In this role you will provide support for our IRA, Retirement, and other Tax-Deferred vehicles. You will support and enable growth of Fidelity by providing sound compliance advice and leadership, anticipating regulatory matters, crafting effective supervisory and compliance programs, implementing new rules.Your expertise will be used in evaluating compliance with the policies, recommending ambitious and incremental improvements, thought leadership, and supporting implementation of new technology.The Expertise and Skills You BringOur ideal candidate will have proven experience in tax compliance, regulatory advisory or other confirmed experience, possessing a strong knowledge and understanding of the tax framework that applies to Fidelity's retirement product offering. This includes knowledge of and the ability to apply the tax requirements to our existing businesses, to new product offerings, and new business ventures. We are looking for individuals with experience in the compliance, brokerage, or financial services industry.Successful candidates can apply regulatory experience and insight to explain sophisticated tax concepts to associates at all levels. A self-initiating and solutions oriented personality along with good judgement and discretion are also key traits. We are also seeking someone with effective written and verbal communication skills.The TeamFidelity Investments Tax Compliance is a growing unit within Fidelity's Corporate Tax Function committed to working with our Fidelity's businesses to integrate tax into every day operations allowing them to meet their regulatory obligations in an effective and efficient manner. Our team members are passionate about finding solutions to challenging tax issues. We are a dynamic team supporting multiple different businesses, products, and service offerings.The base salary range for this position is $81,000-$137,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity'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.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Senior Manager, Tax Compliance

<h2>Job Description:</h2><h2>Financial Consultant</h2>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.<h2>The Purpose of Your Role</h2>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.<h2>The Expertise We're Looking For</h2><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><h2>The Skills You Bring</h2><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><h2>Our Investments in You</h2>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!<h2>The Value You Deliver</h2><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. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h2>Certifications:</h2>Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Financial Consultant - Lincoln Center, NY

<h2>Job Description:</h2>As a Lead Regional Support Analyst, you will be responsible for project management in the Investor Center/Remote Office space, including technology rollouts, new site openings, remodeling, or relocation of Investor Centers, etc. The qualified candidate is proficient in project planning, establishing milestones / schedules, maintaining and reporting project status, and interpersonal skills. experienced in working with virtual teams, spanning multiple time zones. We are a highly motivated group of skilled Project Implementors that bring to our firm a team of excellence to meet all challenges presented. The Expertise You Have and The Skills You Bring<ul><li>BA/BS (technology related discipline is a plus) or equivalent. </li></ul><ul><li>Project Management certification (e.g. PMP) is a plus. </li></ul><ul><li>5+ years managing technology projects, preferably in the Financial Services industry. </li></ul><ul><li>Strong interpersonal and influencing skills. </li></ul><ul><li>Comfortable with, and experience of, running technical projects. </li></ul><ul><li>Outstanding project management skills, with experience managing multiple projects. </li></ul><ul><li>Ability to work independently and in a team environment, to deal with constant change, and to participate in continual processes of improvement. </li></ul><ul><li>Experience working in an enterprise AD environment. </li></ul><ul><li>Experience installing software, patches, software updates on desktops and laptops. </li></ul><ul><li>An understanding of TCP/IP communications protocol. </li></ul><ul><li>Knowledge of Low voltage telecommunications technologies. </li></ul><ul><li>An understanding of Cisco IOS system administration a plus. </li></ul><ul><li>An understanding of Phone systems a plus. </li></ul><ul><li>An understanding of Scrum a plus.</li></ul><ul><li>Under minimal supervision, coordinate project schedules and assignments for multiple projects.</li></ul><ul><li>Oversee the health and success of Remote Offices programs/ projects small to large.</li></ul><ul><li>Creating and maintaining project plans to track projects and maintenance items. </li></ul><ul><li>Run regular meetings with the team to review and prioritize maintenance items. </li></ul><ul><li>Manage project scope effectively. </li></ul><ul><li>Provide regular formal and informal updates to both technology and business management. </li></ul><ul><li>Partner with sponsors within the technology and business units, effectively managing positive relationships and open communication.</li></ul><ul><li>Collaborate with partners/vendors to define project schedules, assumptions and dependencies, issue resolution, and risk management.</li></ul><ul><li>Maintain status of the project by proactively monitoring the activities of team members and leads. </li></ul><ul><li>Communicate project plan information, objectives and deliverables to the team.</li></ul><ul><li>Provide guidance and training to enable other project team members to meet/exceed expectations. </li></ul><ul><li>Research innovative software and hardware solutions to improve management and maintenance of the environment, present to manager and team members these ideas and solutions.</li></ul><ul><li>Troubleshooting Win 10-11 based desktop and laptop computers, OS X based laptops, iOS tablets, phones and desktop peripherals including printers, headsets, displays, etc. </li></ul><ul><li>The hours for this position will be flexible to cover planned or unplanned events which may include nights and or weekends. </li></ul><h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Lead Regional Support Analyst

<h2>Job Description:</h2>SQUAD LEADER The RoleAs a Health &amp; Welfare Core Record Keeping Squad Leader, you blend benefits administration knowledge, leadership, and product development experience with a passion for creating customer value and delivering results. As the product owner you are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features and ensure respective products or services are available, stable, performant and supported when required. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.<ul><li>Providing leadership for one or a small set of squads in alignment with the overall product area strategy</li><li>Defining, refining, and communicating the squads' mission and roadmap to motivate and build team and partner support and alignment</li><li>Making decisions that can impact business results with guidance from leaders. Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team</li><li>Measuring performance against established objectives and KPI's that deliver on agreed upon business, technology, and people results</li><li>Defining, evaluating, and communicating results against acceptance criteria. Engages with stakeholders regularly to monitor and share progress.</li><li>Inspecting and evaluating progress, and removing impediments</li><li>Collaborating and coordinating with Chapter Leaders and Scrum Masters to build squad capacity and capability and enabling squad member growth, development and learning</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li><li>Maintaining an understanding of client and market needs, preferences, and priorities</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree required; Master's degree preferred</li><li>Scrum Product Owner Certification (CSPO) and/or Certified Employee Benefit Specialist (CEBS) or similar designations are a plus</li><li>7+ years in agile, product management, technology and/or business</li><li>At least 5 years' experience in the Health &amp; Welfare or similar benefits outsourced administration services business; </li><li>Experience designing, developing and maintaining dynamic products and solutions</li><li>Financial services and/or benefits administration experience, including familiarity with the regulatory environment, preferred</li><li>Agile experience</li><li>Jira and Jira Align experience preferred</li><li>You take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered</li><li>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and optimally communicate these</li><li>You have a strong focus on execution and identify, communicate and remove impediments to progress</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You continuously improve and encourage an agile way of working</li><li>You establish and maintain unquestioning relationships as you work collaboratively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</li><li>You are intellectually curious and model a culture of continuous learning, mentoring and coaching</li><li>You have or are committed to developing a balance of technology and non-technology skills in order to fully appreciate the broad needs of our customers</li><li>You possess strong business/technical knowledge related to core record keeping services related to event data processing and employee communications, as well as a working knowledge of regulatory items affecting Health &amp; Welfare administration. </li></ul>The Team You work in partnership with the Health &amp; Welfare administration offering and platform Product Area Leader, other Squad Leaders, Scrum Master, and Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture. You will work within a large and evolving product offering, development, and support program, including numerous interdependent Agile squads.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Health and Welfare Core Recordkeeping Squad Leader

<h2>Job Description:</h2><h2>Financial Representative</h2>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h2>The Expertise We're Looking For</h2><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</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><h2>The Purpose of Your Role</h2>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h2>The Skills You Bring</h2><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h2>Our Investments in You</h2><h2>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!</h2><h2>The Value You Deliver</h2><ul><li>A key member of the team, you are offering support to Fidelity's most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Financial Representative - Plano, TX

<h2>Job Description:</h2>The RoleThe Retention Executive is responsible for participating in retention strategy and proactive contract extension activities, providing valid, competitive information and developing timely, accurate sales proposals. This leader will focus on Defined Contribution, Defined Benefit, Health &amp; Welfare, Health Savings Account and Stock Plan Services opportunities. Specific sales activities include strategy development, customer presentations, proposal development, contract negotiations, market intelligence, Salesforce reporting, and client team sales mentoring. The Retention Executive will partner closely with Managing Directors and Sales Support to build and implement sales processes and align with operational goals.OPEN TO NATIONWIDE LOCATIONSThe Skills You Bring<ul><li>Drive retention process leadership from contact through strategy, proposal, presentation and successful client retention.</li><li>Identify client needs and develop client-specific solutions.</li><li>Own the retention sales efforts depending on the situation.</li><li>Develop and manage relationships with Managing Directors, Plan Sponsors, and Sourcing Advisors.</li><li>Provide appropriate market and competitive information.</li><li>Supervise delivery of proposals to clients/consultants, including preparation of custom finals presentations employing visual storytelling concepts.</li><li>Provide timely, accurate and concise analysis to senior management on retention status and performance.</li><li>Develop full understanding of internal pricing, contracting, and operational requirements.</li><li>Represent Fidelity Investments in the marketplace through various industry organizations and events.</li></ul>The Expertise You Have<ul><li>The successful candidate will have approximately 10 to 15 years of progressive business development/client retention experience coupled with at least an undergraduate degree.</li><li>Candidates will demonstrate experience in successfully building alliances and influencing key decision makers (at all levels), competitive drive and determination and results.</li><li>Strong written and oral communication skills, presentation skills, and leading sales processes are all vital skills for the role.</li><li>Previous experience selling outsourced benefits solutions, researching and acquiring market intelligence, financial acumen, understanding benefits administration operations, and developing sales proposals are also required. It is imperative that the successful candidate present excellent sales instincts, sound business judgment, and ability to juggle many opportunities at one time.</li><li>Series 7 and 63 required.</li></ul>The base salary range for this position is $112,000-$255,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity'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.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

VP, Retention Executive- Retirement Services- NATIONWIDE LOCATIONS

<h2>Job Description:</h2>Director, Product Management - Compliance TechnologyThe role:As Director, Product Management - Compliance Technology, you blend technical product and leadership expertise with a passion for delivering results. You are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps and resource requirements, set and refine the mission, and bring together a team of chapter members to execute on specific product features. You ensure your applications are available, stable, performant, and supported when required. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.<ul><li>Ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog.</li><li>Define, refine and communicate the squads' mission and roadmap to empower and establish team and partner support and alignment.</li><li>Anticipate, discover, and prioritize client / partner needs</li><li>Act with a data-focused approach to understand customer needs, translate strategic objectives into action, and prioritize to improve value delivered.</li><li>Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria.</li><li>Establish and maintain positive relationships as you work cross-functionally across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach.</li><li>Define, evaluate, and communicate results against acceptance criteria while removing impediments</li><li>Collaborate and coordinate with Chapter Leaders and Scrum Master to build squad capacity and capability and enable squad member growth, development, and learning</li><li>Make informed trade-off decisions to strike the right balance between quality, cost, and timelines.</li><li>Supervise and control related cost and maintenance</li><li>Emphasize continuous improvement</li></ul>The Skills You Bring &amp; Expertise You Bring<ul><li>Education - BS or MS in technology related field (Engineering, Computer Science etc.)</li><li>5+ years of experience in leading technology teams or technology initiatives.</li><li>Prior experience in Ethics Compliance / Registration &amp; Licensing Compliance technology is required.</li><li>A learning and growth demeanor with a passion for delivering quantifiable value to our customers and Fidelity.</li><li>Experience understanding customer &amp; business needs and leading distributed cross-functional software development teams.</li><li>Skilled at using data and insights, letting facts lead the way to develop effective strategic product roadmaps.</li><li>Experience with Scrum/Agile development is preferred.</li><li>Experience designing, developing, and maintaining dynamic products and solutions.</li><li>Ability to focus on execution and identify, communicate, and remove impediments to progress.</li><li>Capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams.</li><li>Dedication to understanding and learning about customer needs and requirements.</li><li>Technical knowledge of Java, AWS, Azure, Power Platform preferred.</li><li>Jira and Jira Align experience is preferred.</li></ul>The TeamCompliance Technology (CT) provides strategic technology support to Fidelity Legal, Risk &amp; Compliance teams. Compliance technology is currently going through a transformation to simplify and modernize technology solutions while continuing to be a strategic advisor to the business. This role in LRC Technology will provide technology support for Employee Compliance program. The role can be based in one of the approved US based locations (preferably Westlake, TX) with frequent travels to other Fidelity locations. Be a part of this dynamic team!<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Director, Product Management - Compliance Technology

<h2>Job Description:</h2>We have a new opportunity for a Remote Licensed Retirement Planner in the Greater Metro Las Vegas area! The position is remote and requires that you reside in the Greater Las Vegas area (within 90 miles). We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients over the phone.<h2>The Expertise We're Looking For</h2><ul><li>Series 7 &amp; Series 63 licenses required</li><li>Series 66 required within 90 days of hire</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul><h2>The Purpose of Your Role</h2>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.<h2>The Skills You Bring</h2><ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul><h2>The Value You Deliver</h2><ul><li>Onboarding new participants into their workplace plans by providing education on their company's match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers' needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul><h2>How Your Work Impacts the Organization</h2>The Retirement Planner provides education and support for our workplace participants. You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.<h2>CERTIFICATIONS:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire) <h2>COMPANY OVERVIEW</h2>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 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.<h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

405 Fidelity Investments Jobs