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<h2>Job Description:</h2>Director, Managing DirectorThe Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 25 – 35 client relationships that may range $20 – 100M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.<h2>The Expertise We’re Looking For</h2><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><h2>The Purpose of Your Role</h2>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~35% of travel.<h2>The Skills You Bring</h2><ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>You have experience working with Financial Advisors.</li></ul><h2>The Value You Deliver</h2><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s 'trusted advisor' in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Developing strong working relationships internally.</li></ul><h2>How Your Work Impacts the Organization</h2>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.<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>.

Fidelity Investments

Director, Managing Director- 401K Relationship Manager

<h2>Job Description:</h2><h2>The Role</h2>Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer.The Trust Officer is an integral member of the Personal Trust Administration team. The team provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. With the help of a Trust Administrator, the Trust Officer is responsible for all facets of trust administration and relationship management for their assigned relationships.<h2>The Expertise and Skills You Bring</h2><ul><li>College Degree with 8+ years of trust administration experience and 12 + years of experience in Financial Services.</li><li>Advanced Degree/Designation (JD, MBA, or CPA) considered but not required.</li><li>CTFA preferred.</li><li>Expertise in trust administration and knowledge of trust services, solid understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services required.</li><li>Overseeing a sophisticated book of business, including workflow for Trust Administrator. Managing client relationships to maintain client satisfaction and retain business.</li><li>Ensuring account activity complies with trust document, applicable law, and internal procedures.</li><li>Recommending action on fiduciary decisions related to trust administration.</li><li>Providing estate and tax expertise as necessary</li><li>Understanding and helping clients with sophisticated financial situations</li><li>Thinking strategically and tactically</li><li>Working independently and as part of a team</li><li>Strong ability to collaborate with business partners at all levels within the Fidelity organization including team members and investment advisors to meet the financial needs of trust beneficiaries.</li></ul><h2>The Team</h2>Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company's trust administration expertise. We take phenomenal pride in building strong and lasting relationships with our customers, providing sound fiduciary mentorship, and delivering an outstanding customer experience.<h2>Locations: Merrimack, NH, Greenville, DE and Smithfield, RI</h2><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 Trust Officer

<h2>Job Description:</h2>Investor Center Planning ConsultantThrough your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.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.The Expertise We're Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and insurance licenses within 90 days of hire</li><li>Minimum 2 years of financial services or relevant experience</li><li>Attainment of CFP® Certification is highly encouraged</li></ul>The Purpose of Your RoleThe Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity's firm wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!The Skills You Bring<ul><li>Remarkable 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 calls to further educate clients and uncover opportunities</li><li>The Value You Deliver</li><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>How Your Work Impacts the OrganizationThrough your knowledge of financial planning 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 complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.<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>.

Planning Consultant - Portland, ME

<h2>Job Description:</h2><h2>The Role</h2>As a Senior Software Engineer on the Business Enablement Salesforce Engineering Team, you'll get the opportunity to develop your skills and collaborate across Fidelity teams in a fun and dynamic environment. You will be an essential team member to help enhance, maintain, and support ongoing existing solutions as well as building new ones for our business partners. You'll also write automated unit and integration tests, package software using containers, coordinate builds using continuous integration pipelines.The Expertise and Skills You Bring<ul><li>Bachelor's degree in computer science or related field</li><li>7+ years of experience</li><li>Demonstrated experience in Salesforce administration. Certified Salesforce Administrator is a big plus.</li><li>Demonstrated experience in Salesforce development crafting Lightning Apps combining Lightning Design System, Lightning App Builder and Lightning Web Component features. Certified Salesforce Developer is a big plus.</li><li>Demonstrated experience working with standard functions/ modules of Salesforce.com such as Sales Cloud and Service Cloud.</li><li>Demonstrated experience with Salesforce APIs, Apex Triggers, Classes, Callouts, SOQL, Workflow Rules, Approvals, Visual Flow, Process Builder and Platform events.</li><li>Experience with Marketing Cloud Account Engagement is preferred.</li><li>Experience in CRMA is preferred.</li><li>Unit and integration test automation using Provar.</li><li>Experience with asynchronous workers and resilient messaging services.</li><li>Knowledge of systems, controls and techniques for identity, authorization, and authentication management.</li><li>Passionate and open to learning new tools and developing with the latest technologies and frameworks.</li><li>Can work well in a small, agile team in a very collaborative environment where your ideas are welcome.</li></ul>The Principal Engineer is responsible for working closely with the Technical Lead to architect, design and build pilots and new products. Candidates must be comfortable working with a small team of developers in a fast paced and highly ambiguous environment working with emerging technologies, high risks and uncertainty. The Skills You Bring <ul><li>Strong software programming skills</li><li>Proven track record designing and building complex end-to-end systems (full stack developer)</li><li>Willingness to understand and pick up something new on a continual basis</li><li>Communication, teamwork and empathy skills to co-develop in multi-disciplined team</li><li>Experience with databases, Relational (MySQL, PostgreSQL) and Non-Relational (MongoDB)</li><li>Strong Object-Oriented skills and experience with UML</li><li>Knowledge of cloud computing environments, applications and tools</li><li>Experience and knowledge of Agile/iterative software delivery methodologies</li><li>Strong written and verbal communication skills</li><li>Ability to clearly convey information to a broad array of technical and non-technical audiences</li><li>Motivated, self-directed, results oriented</li></ul>The Value You Deliver<ul><li>Strong technical skills and a passion for programming</li><li>Full stack developer</li><li>Ability to learn new technologies quickly</li><li>Provide technical leadership to all team members</li><li>Escalate issues and risks to executive management for timely resolution</li><li>Mentor junior team members </li></ul>#cryptojobs<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 Salesforce Developer

<h2>Job Description:</h2>Director, Product Owner - Accounting Reporting &amp; Analytics Technology The RoleAs the Accounting Reporting &amp; Analytics Squad Leader, you will own the strategic nature and provide product development expertise with a passion for 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 complete specific product features.You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog and ensuring alignment with Product Area strategy. 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>Anticipating and discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team</li><li>Provides peer leadership and strategic direction to squad and across squads/product area/domain; identifies capabilities required for a squad within and across squads</li><li>Designing, developing, and maintaining dynamic products and solutions</li><li>Makes squad level decisions and sets priorities that can impact multiple Domains/Product Areas; makes decisions that materially impact results with limited guidance and oversight and is expected to shift focus and/or direction of the Product Area and/or Squad(s) to meet changing conditions</li><li>Anticipated future trends, issues, and business drivers; must lead a large number of dependencies that align with many collaborators while keeping partners at all levels advised on progress</li><li>Expert in scrum events and motivating all levels to participate and engage; large span of influence to get maximum value of work from individuals with whom there is no reporting relationship</li><li>Measuring performance against established objectives and KPI's that deliver on agreed upon business, technology, and people results</li><li>Provide thought leadership, collaboration and coordination with Chapter Leaders and Scrum Masters to build squad capacity and capability while 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>Lead projects with new/emerging technology and/or products in the early strategy and design stage; requires legal and regulatory knowledge along with experience with contracts</li><li>Taking a data-focused approach to understanding 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 and efficiently communicate these</li><li>Work collaboratively with the other FMT Squad Leaders, Architecture, Chapter Leaders and business partners</li></ul>The Expertise and Skills You Bring<ul><li>B.S. Computer Science, Finance, Accounting, or equivalent experience in Technology</li><li>10+ years of shown work experience leading project teams</li><li>Experience designing, developing and maintaining dynamic products and solutions</li><li>Strong vendor management/engagement experience building collaborative relationships with vendors and leading internal risk mitigation activities including supplier profile questionnaires, performance management scorecards and resiliency plan documentation.</li><li>Take a data-focused approach to understanding customer needs, translate strategic objectives into action, and prioritize to improve value delivered</li><li>Knowledge of design thinking principles and applying those to develop an understanding of customer needs and their strategic objectives, and improve value delivered to customers.</li><li>Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria and efficiently communicate these</li><li>Product management background with the ability to quickly understand product features and effectively communicate their purpose to varying levels of expertise.</li><li>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 strong teams</li><li>Continuously improve and encourage an agile way of working</li><li>Establish and maintain unquestioning relationships as you work collectively across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach</li><li>Intellectually curious and model a culture of continuous learning, mentoring, and coaching</li><li>Committed to developing a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</li><li>Fluency in regulatory compliance and data privacy</li><li>Experience creating a robust data and analytics strategy leading to successful product launches</li><li>Experience managing and delivering business value through SaaS and cloud based solutions</li><li>API/AWS/Snowflake/AI/ML experience preferred</li><li>Financial services, Agile, and Jira/Jira Align experience preferred</li></ul>The Team You work in partnership with the Financial Management Technology Product Area leader, other Squad Leaders, Scrum Masters, and Chapter Leaders aligned to your squad to complete initiatives aligned to our product area mission to create innovate technology solutions for business processes and capabilities that enable a world class finance organization. We do this through a focus on highly integrated cloud technologies, data strategies and information delivery tools that improve the associate experience, reduce technical debt, minimization of manual processes and utilization of best in class SaaS solutions for commoditized capabilities.<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 Owner - Accounting Reporting & Analytics Technology

<h2>Job Description:</h2>Do you like problem solving and working in a fast-paced office environment? Join us at Fidelity Investments where you will be part of a business unit supporting a broad range of customer activities such as check depositing and document processing. The RoleAs Senior Representative, General Transaction Processing, you will provide transaction services to each of Fidelity's distribution channels. In doing so, you will support Fidelity's growth with high quality, cost effective and innovative service solutions through talented associates and processing expertise.The Experience &amp; Expertise You Bring<ul><li>High school diploma</li><li>Minimum one-year experience in a data entry related role</li><li>Check processing experience preferred</li><li>Excellent communication skills</li><li>High attention to detail</li><li>The ability to accurately key between 8,000-10,000 keystrokes per hour</li><li>Able to effectively multi-task</li><li>Flexible and highly adaptive to change</li><li>Ability to learn and apply knowledge to make effective processing decisions</li><li>Managing queue work and check reconciliation processes</li><li>Reviewing deposit instructions and ensuring each transaction is executed appropriately</li><li>Making timely and accurate deposits, regarding high-risk exception functions</li><li>Please note we are hiring for a weekly shift from Sunday-Thursday per week. Shift hours will be 7:00AM ET - 3:30PM ET </li></ul>The TeamInbound processing provides imaging, data entry and check deposit services for several Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation and end to end operational efficiency strengthening Fidelity's ability to provide a superior customer experience.<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>.

General Transaction Processing Representative II- SHIFT & SBO ELIG

<h2>Job Description:</h2><h3>The Role</h3><h3>You will deliver exemplary service to internal and external clients by the timely and accurate settlement of transactions in accordance with policies, procedures, and regulatory guidelines. Assist with reducing the risk associated with failed trades, resolving out of balances with our custodian, and completing the transfer of Government (FED) asset transactions via the FED on behalf of our clients through our clearing agent Bank of NY.</h3><h3>The Expertise and Skills You Bring </h3><ul><li><h3>3 to 6 years of Federal / Government Settlements experience required.</h3></li><li><h3>Bank of NY experience with BDC (Broker dealer clearance) preferred.</h3></li><li><h3>Monitor high-risk/dollar transactions to ensure instructions are in place at contra parties to avoid settlement interruption and partner directly with various business units to expedite the resolution of aging items.</h3></li><li><h3>Provide regular status updates to management.</h3></li><li><h3>Continuously identify opportunities for process improvement with a focus on existing workflow, quality, efficiency, innovation, and policy and procedures.</h3></li></ul><h3>The Team </h3><h3>We are a team with expertise in transaction clearing and margin. We perform trade clearance (reconcile trading activity), and coordinate settlements at our depositories (DTC, BNY, Citi) by communicating with other broker-dealers. Transactions settled, both domestic &amp; international, include trades, transfers, stock loans/borrows, repos &amp; DVP/RVP. We resolve settlement fails and mark obligations to current market values. We also ensure that accounts comply with the margin regulations of the SEC, FINRA, &amp; the FRB; calculating required margin, and ensuring timely payment of purchases and margin calls. We also perform supervision of customer withdrawals of securities and cash</h3><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>.

Brokerage Settlement Support Representative III - Fidelity Investments (Federal/Government Settlements)

<h2>Job Description:</h2><h2>Director, Product Strategy, Advice Offerings </h2><h2>Job Description</h2>You blend critical thinking with a drive for delivering strong and actionable results, while being passionate about bringing value to our plan sponsors, participants, and Fidelity. As a member of the Workplace Managed Account strategy team, you will collaborate with your team and our business partners across Workplace, Retail and Asset Management businesses to identify and prioritize strategic opportunities and develop strategies to enhance and expand current offerings. You will work across product team leads, distribution channel partners and other strategy leads to evaluate and influence strategic decisions and roadmaps and execute on the top growth opportunities. You will be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role, and support your teammates do the same.<h2>The Team</h2>As part of the Workplace Managed Account Product Area, the strategy team, is responsible for establishing the product’s next 2-3-year strategy by interpreting market signals, understanding clients and customers’ needs and assessing competitive landscape to define the top growth opportunities, ideate and enhance existing or incubate new offerings. As a team, we believe that balancing collaboration with strategic thinking infused by data-driven outside-in insights would lead to the best possible outcomes.<h2>The Value You Deliver </h2><ul><li>Use outside-in insights to develop hypotheses and inform learning agendas</li><li>Conduct market, customer, and competitive research to bring an outside-in perspective to help identify value to customer and inform prioritization</li><li>Collaborate within and across partners to develop growth opportunities that meet client and customer needs</li><li>Work with Product Area and Group Squad leadership to facilitate development and prioritization of a backlog of opportunities by building compelling and data-driven business cases, product roadmaps, leading to appropriate resourcing and outcomes</li><li>Build credibility and trust with a diverse set of leaders in and out of the product area to influence and align around shared goals and visions</li><li>Incubate early stage concepts to test and refine market potential</li><li>Develop executive level communications for internal and external use</li><li>Participate in and facilitate regular strategic planning discussions </li></ul><h2>The Expertise You Have </h2><ul><li>Experience in management consulting and/or product strategy, and/or distribution strategy is strongly preferred</li><li>Financial services experience preferred, but not required</li><li>Agile experience preferred, but not required Bachelor’s or equivalent with 10+ years of experience, Master’s preferred</li></ul><h2>The Skills You Bring </h2><ul><li>Data-driven approach to frame market opportunities and inform “key strategic questions”</li><li>Strong cross-functional leadership and skills to navigate a demanding environment and influence partners with a wide range of priorities and perspectives</li><li>Comfortable with a fast-paced environment, familiar with testing and learning to optimize impact</li><li>Ability to lead multiple high priority initiatives simultaneously and with multiple groups</li><li>Excellent consultative, listening, communication, and analytical skills</li><li>Continuous improvement mindset and intellectual curiosity</li><li>Customer obsessed and proven commitment to delivering frequent, high business value</li><li>Ability to see opportunities for innovation and taking thoughtful risks to get the work done better and faster</li><li>Strong team collaboration with the ability to navigate differences in opinion with grace and utilize constructive feedback as data for the next iteration</li></ul>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order 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>.

Director, Business Strategy, Advice Offerings

<h2>Job Description:</h2>Brokerage Service and Trade Support AssociateThe RoleThe candidate will join a growing Fidelity business bringing to market a new end-to-end brokerage trading, clearing, and custody platform designed to meet changing customer and industry needs. The individual will apply brokerage knowledge and strong analytical orientation to service business and retail customers and support trading and other critical operations functions. Additionally, the candidate will collaborate across with product and technology groups to inform aspects of platform design and deliver a world-class client experience.The Expertise and Skills You Bring<ul><li>Series 7 &amp; 63 licensing is required.</li><li>5+ years brokerage trading, operations, and/or service experience</li><li>Foundational knowledge of equity trading and market structure is a strong plus.</li><li>Strong customer service orientation, i.e., the ability to prioritize and resolve customer service issues, maintain focus and professionalism under pressure, and identify/escalate pattern anomalies.</li><li>Analytical prowess decomposing complex processes and solving puzzles.</li><li>Understanding of technology platform basics as they relate to support of the above functions.</li><li>Excellent interpersonal and relationship skills</li><li>Good knowledge management and documentation skills</li><li>Strong organizational and project management skills</li><li>Positive attitude</li></ul>The TeamGreen Pier Fintech LLC is a division of the Fidelity Center for Applied Technology (FCAT). The Green Pier and Green Meadows team is bringing new technology and processes to life that will enable Fidelity to target new markets and customer segments; a business squarely executing on not one or two but four Fidelity operating principles - next generation platforms, efficiency and reduction of unit costs, new sources of revenue, and high quality customer experiences - and which embodies the Fidelity leadership principle of taking risks and valuing pace over perfection.The base salary range for this position is $63,000-$100,000 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>.

403 Fidelity Investments Jobs