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<h2>Job Description:</h2>The Role<h2>As a key member (individual contributor) of our digital content management team, you will be responsible for managing, editing, organizing, and storing various digital assets, including marketing copy, images, videos, icons, and articles. Utilizing multiple CMSs and tools, you will create and update content for Fidelity's websites and mobile applications using existing CMS templates, HTML, CSS/JS, and custom queries. You will ensure all assets are organized according to digital asset management best practices, facilitating findability and maintaining organizational consistency.</h2><h2>In this role, you will lead publishing efforts on large, interdisciplinary projects and collaborate effectively with creative, business, and technology partners. You will provide technical direction to the team, offer analysis and advice to senior leaders, and develop plans to address capability gaps while monitoring resource planning. Your ingenuity and innovation will be crucial in solving complex functional and process problems.</h2><h2>Additionally, you will proactively lead complex projects and contribute to enterprise-wide initiatives. You will work closely with CMS developers and internal IT staff to ensure the CMS meets organizational needs. This internal customer service role requires proven skills in active listening, empathy, problem-solving, and communication.</h2><h2>The Expertise You Have</h2><ul><li>A technical mind, with an understanding of HTML, CSS, JavaScript, and other web technologies</li><li>Experience/Interest in updating content and using personalization through an enterprise-level web content management system (CMS) including executing A/B and multivariate experiments</li></ul><ul><li>Dedication to the interactive medium: user functionality, information architecture, interactive patterns, responsive/adaptive design, SEO, accessibility, etc.</li><li>The ability to understand the flow of data/content through an information system</li><li>A natural aptitude for content personalization and A/B (or multivariate) content testing</li></ul><ul><li>A natural tendency to be curious, positive, and creative - you learn as you go, seek out opportunities, ask a lot of questions, and implement new knowledge quickly and easily in a technologically dynamic environment</li><li>A talent for independently resolving complex and convoluted technical issues</li><li>The ability to independently prioritize and shift deliverables based on need</li></ul><ul><li>A logical mind that can spot patterns, gaps, and repetitions in structured content</li><li>The ability to maintain a keen attention to detail, and work well under pressure</li><li>A strategic mind that is able to oversee large projects and coordinate with other content managers</li></ul><ul><li>Proven capacity to work both independently and collaboratively with product owners, stakeholders, designers, writers, and front-end developers</li><li>Good leadership skills-the ability to have vision, integrity, and empathy; to be a strong connector, communicator, and delegator; to understand people and how to motivate them.</li><li>The ability to help teammates prioritize and shift deliverables based on need</li></ul><h2>The Skills You Bring</h2><ul><li>Experience updating content through an enterprise-level web content management system (CMS)</li><li>Proven capacity to work both independently and collaboratively with product owners, stakeholders, designers, writers, and front-end developers</li><li>Familiarity with Agile, Scrum, and Kanban work environments</li><li>A personality that delivers amazing customer service in the face of chaos</li><li>The ability to execute simple HTML, CSS, JavaScript, and other web technologies</li><li>Communication skills that enable you to present complex concepts to non-technical (business) teams</li><li>The ability to leverage front-end coding technologies (HTML, CSS, JavaScript, and other web technologies) to enhance CMS-enabled digital experiences</li><li>Proven expertise in Agile, Scrum, and Kanban work environments</li><li>The ability to coach and mentor others</li></ul><h2>The Value You Deliver</h2><ul><li>Participate in the content delivery process, including creation, QA, updating, publishing, and management of content for Fidelity's web and mobile digital experiences.</li><li>Proactively audit, diagnose, and resolve content issues in the CMS and production environments.</li><li>Create sustainable and optimal processes to streamline content workflow, tracking, and management.</li><li>Develop standards, systems, and best practices for content creation, distribution, maintenance, retrieval, and repurposing.</li><li>Independently manage multiple, complex projects from inception to completion, working with external developers and maintaining strong client relationships.</li><li>Translate stakeholder requests into actionable, detailed specifications.</li><li>Act as a liaison between creative, technical, relationship managers, and other internal groups.</li><li>Determine the root cause of technical incidents and implement scalable solutions.</li><li>Play an instrumental role in enhancing Fidelity's digital experiences to drive new customer acquisition and improve customer satisfaction.</li><li>Ensure that Fidelity websites and applications maintain a consistent look, feel, and user experience.</li><li>Support SEO, accessibility, measurement, and QA efforts to ensure error-free digital experiences.</li><li>Work with technology and creative teams to innovate and test new functionalities.</li><li>Create an inspiring environment that stimulates creativity and risk-taking through an open communication culture.</li><li>Oversee day-to-day operations and improve team performance using metrics.</li><li>Set clear goals, delegate tasks, and manage priority initiatives, acting as a critical liaison within the group.</li><li>Mentor team members on leveraging multiple CMSs, tools, and code to build multichannel digital experiences.</li></ul><h2>The Team</h2>This role will lead a dynamic team dedicated to transforming the way our company thinks about and uses content. Our team vision is to empower the organization to create best-in-class content experiences through innovative technologies, so enthusiasm and curiosity are required for anyone interested in joining us. We are part of a client-obsessed Owned Channel Marketing Team which drives business outcomes for the organization through an integrated, multi-discipline marketing approach that relies on learning and experimentation to evolve our go-to-market strategies in a cost-efficient manner. This team works with many different parts of the organization, including but not limited to: product owners, segment marketers, account/creative agency, technology, measurement and analytics, and channel marketers.<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 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>.

Fidelity Investments

Manager, Channel Marketing (Digital Content Management)

<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>.

Retirement Planner - Las Vegas, NV

<h2>Job Description:</h2>Sr. Manager, Cybersecurity Fraud FusionFIU Cyber Fraud Investigations Sr. ManagerThe Team and RoleThe Financial Intelligence Unit's (FIU) Cybersecurity Fraud Fusion team is responsible for monitoring customer interactions, across all lines of business, for indications of fraud. As Senior Manager, you will work closely with all FIU teams, AML Surveillance, Fraud Customer Response, At Risk Teams, Legal, Risk, Compliance, Money Movement and technology squads, and others to find opportunities to enhance Fidelity's ability to identify and respond to fraud and risk trends. Through your advanced knowledge of concepts and theories relating to fraud and technology, you will provide leadership and direction regarding workflow and alert management. As a leader, you will provide complex analysis and advice to division/functional management on fraud trends and situations identified through your interactions with analysts, other business units, or independent review. You will exhibit a detailed knowledge of work performed by your team of analysts. Daily responsibilities include queue management, working with your peers to solve for volume or prioritization, and communicating findings.The role requires the ability to work effectively with management, possess strong interpersonal and analytical skills, as well as the ability to prioritize and manage work to completion. You must be highly motivated and possess a sense of ownership, attention to detail, and have a technical background. A Sr. Manager will be expected to have knowledge of daily tasks and be able to provide training and development to their team.The Expertise and Skills You Bring<ul><li>Bachelor's degree, ideally in cybersecurity, criminal justice, analytics, or technical field.</li><li>Ability to detect fraud trends through pattern recognition or parsing large data sets.</li><li>Detailed knowledge of the financial services industry, particularly in the workplace savings, retail, and institutional businesses.</li><li>You are skilled at effectively defining use cases and have proven analytical/problem-solving skills with capability to determine solutions to unusual and complex problems.</li><li>Proven track record communicating insights in a simple, clear, and actionable way.</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders.</li><li>Ability to facilitate meetings with various audiences, influence decisions and document outcomes.</li><li>Inherently good attention to detail, collaborative, and ability to multi-task and adapt quickly in a fast-paced environment.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li><li>Comfortable taking lead on project work and initiatives to manage workflows and resources as well as work related to problem resolution and process improvement.</li><li>You will be responsible for a group of Cyber Fraud Analysts.</li></ul>The Value You Deliver * Experience working with various forms of data to protect customer and firm assets and make recommendations that improve fraud risk liability or enhance our customer relationships.* Working knowledge of the fraud landscape in the financial sector, technical concepts, data parsing, audit, and investigative techniques.<ul><li>Prior management experience or similar leadership roles.</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>.

FIU Cyber Fraud Investigations Sr. Manager

<h2>Job Description:</h2>The RoleAre you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include BDCs, Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity's Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.<h2>The Expertise and Skills You Bring </h2><ul><li>Bachelor's degree expected</li><li>3+ years of financial services experience with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products</li><li>Working experience using Geneva platform for partnership accounting and reporting preferred</li><li>Accounting and operational knowledge for alternative asset classes (e.g., commodities, real estate, private debt, private equity, distressed securities, derivatives, cryptocurrencies)</li><li>Knowledge of US GAAP financial reporting standards for non-registered investment partnerships and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements</li><li>Experience preparing financial statements and related content for 10-K and 10-Q filings for products structured as BDCs, ETPs or REITs</li><li>Ability to effectively collaborate with all levels of staff and business partners to recommend changes to systems, processes, responsibilities, reporting, etc.</li><li>Strong computer and application skills, including Microsoft Office applications</li><li>Familiarity with data analysis and visualization tools (e.g., Tableau)</li></ul><h2>The Team</h2>In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity's current and future success!<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>.

Financial Reporting Analyst, Shareholder Reporting

<h2>Job Description:</h2>The Role   You are a seasoned AI engineer with a deep understanding of how LLMs work and can be integrated into a modern information-processing stack. You Will Have <ul><li>Significant, demonstrated experience in solving complex business tasks by harnessing state-of-the-art LLMs to extract, analyze, summarize, and otherwise operate with information in a large variety of document types. </li></ul><ul><li>Excellent knowledge of Gen AI tool stack -- understanding how to parse and chunk documents for specific kinds of application tasks, embeddings, retrieval augmented generation, designing complex information-processing flows with LLMs inside, crafting text instructions to reliably elicit desired task behavior from LLMs </li></ul><ul><li>Deep expertise in Python, in particular being productive with idiomatic Pythonic techniques and standard libraries, so that sophisticated systems can be built quickly with a small amount of code. </li></ul><ul><li>Excellent knowledge of standard tools of the trade for machine learning engineers, such as WandB for ML flow, Prodigy, and open-source tools for data/document annotation. </li></ul><ul><li>The ability to design, run and evaluate a series of experiments that will enhance your team's understanding of how specific LLMs can be used to accomplish specific tasks. </li></ul><ul><li>Bachelor's in computer science or related area, plus five years of experience, or a Master's with two years of experience. </li></ul><ul><li>Experience in finance, broadly, and investing specifically is highly desirable.  </li></ul>The Team We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals in Fidelity Asset Management - analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts - e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks. These tasks include summarizing documents (from different points of view), answering questions about passages, extracting terms from documents, comparing extracted information across time, across deals, consolidating and restating agreements (with their amendments), identifying trends, monitoring changes in the state of the world that are relevant to a particular professional, generating plausible scenarios, analyzing and decomposing into factors, generating reports. Assistants are personalized to their principal, deliver results with high quality, and are expected to get better over time, with increased interaction with their principals and with the world. <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, GenAI Technology

<h2>Job Description:</h2>Job Description: Principal Full Stack Engineer (L6)Position Description:We are looking for a Principal Full Stack Engineer who will develop and improve software applications using Java, Spring and Angular using the agile methodology. Develops Angular based User Interfaces (UIs) and deploys Java-based middle tier services to Amazon Web Services (AWS). Analyzes and recommends changes in project development policies, procedures, standards, and strategies to development experts and management. You will be practicing the Agile methodology as a Squad Tech Lead. Squad member assignments will be Agile based tasks and/or stories to deliver what is required as part of the product team backlog refinement. You will be responsible for creating, designing, developing and maintaining the technical solutions. This is a hands-on technology professional role where you will closely collaborate with the Squad Leader and other members of the Squad to deliver quality solutions to support the business needs. This role needs to have a strong technical background in multiple coding languages and is willing to assist/mentor more junior staff. Our organization will also allow you to grow and build your skills each month with dedicated time on Learning Days.Primary Responsibilities:<ul><li>Defines and implements application-level architecture.</li><li>Performs independent and complex technical evaluation and functional analysis for multiple projects.</li><li>Improves the performance and scalability of applications and workflows</li><li>Delivers time-to-market solutions.</li><li>Participates in UXD design, Production support and Client onboarding solutions.</li><li>Recommends development testing tools and methodologies and reviews and validates test plans.</li><li>Responsible for quality assurance (QA) readiness of software deliverables.</li><li>Develops comprehensive documentation.</li><li>Acts as a primary liaison for business units to resolve project and technology issues.</li><li>Provides technical evaluation estimates on technology initiatives.</li><li>Advises senior management on technical strategies.</li><li>Mentors junior team members.</li></ul>The Value You Deliver<ul><li>Ability to quickly learn and analyze complex Systems.</li><li>Exceptional Analytical Skills</li><li>Ability to work independently.</li><li>Excellent technical and communication skills</li><li>Ability to create and maintain documentation wherever necessary.</li><li>Should be innovative and works as collaborator with Scrum team.</li><li>Analysis, design, development, unit testing and execution, to strict coding standards</li></ul>The Expertise and Skills You Bring<ul><li>B.S. in Computer Science, Engineering, Mathematics, or equivalent experience.</li><li>Advanced degree in Computer Science preferred.</li><li>10+ years of professional software development experience.</li><li>Experience leading design or architecture (design patterns, reliability and scaling) and exploring technical feasibility tradeoffs.</li><li>Experience establishing technical architectures and best practices.</li><li>Experience leading initiatives across multiple teams.</li><li>Experience mentoring technical associates.</li><li>Experience with TypeScript, Angular framework.</li><li>Experience with Java Spring Boot and Spring Cloud framework.</li><li>Experience with databases and SQL.</li><li>Experience with test automation frameworks.</li><li>Experience with AWS services.</li><li>Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as Jenkins.</li><li>Experience using source control and pull requests for collaborative development in code repository tools such as GitHub.</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>.

Principal, Full Stack Engineer

<h2>Job Description:</h2><h2>The Role</h2>Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions?As a Senior Business Analyst in Fidelity's Workplace Investing Customer Solutions Chapter, you will be a member of an Agile squad responsible for crafting an engaging experience for our clients. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) responsible for delivering specific business goals.In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and build strong working relationships across the organization. As a Senior Business Analyst, you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team.The Expertise and Skills You Bring<ul><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements</li><li>Experience with workflow design, data analysis, data visualization, and impact analysis</li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available)</li><li>Define epics, user stories, acceptance criteria, facilitate story grooming/refinement sessions, and demo sprint deliverables</li><li>Lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives</li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases</li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners</li><li>Manage dependencies across teams and work on multiple projects simultaneously</li><li>Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams</li><li>5-7 years transferable experience</li><li>Bachelor's degree preferred</li></ul>The TeamWI Customer Solutions provides the WI Agile organization with business analysts and consultants. The Customer Solutions team is responsible for helping the business achieve results. Our role is to turn business objectives into useful plans and solutions that deliver outstanding customer value.<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 Business Analyst, Customer Solutions

<h2>Job Description:</h2>PRINCIPAL DATA ModelerThe Role As a Principal Data Modeler on the Data team, you'll get the lead and collaborate across Fidelity teams in a fun and dynamic environment to build Data modelling platform for Fidelity Digital Asset. You will work closely with product teams, data engineering teams, architecture, and business stakeholders to understand data requirements and translate them into conceptual, logical, and physical data models. Using AWS and/or on premises services, you'll help design, implement Data model for Analytical, operation and transaction platform. You will be responsible for the data modeling efforts in support Crypto Trading and model the various domains and entities in scope and enhance existing data models as the business evolvesThe Expertise and Skills You Bring <ul><li>Bachelor’s or master’s degree in computer/data science technical or related experience</li><li>7+ years of experience hands-on relational, dimensional, and/or analytic experience. Python knowledge is a plus</li><li>Strong SQL knowledge and work experience with databases such as Oracle, PostgreSQL, Snowflake, Teradata</li><li>Hands-on modeling, design, configuration, installation, performance tuning, and sandbox POC</li><li>Good knowledge of metadata management, data modeling, and related tools (Erwin or ER Studio or others) required.</li><li>Demonstrated, hands-on data modeling, ER diagram` and enterprise software design experience for OLTP (relational) and analytical systems</li><li>Good knowledge of data modeling principles and standard methodologies including a good understanding of semantic data modeling concepts and multi-Fact model</li><li>Ability to define data modelling standards and guidelines as well help teams adopt complex large-scale &amp; global data driven implementations</li><li>Strong experience in data modelling activities supporting history handling time series data warehousing &amp; data transformations</li><li>Ability to quickly grasp technological, business concepts, key domain and entities</li><li>Strong verbal and written communication skills; experience communicating with engineers, architects and product management to explain technical and functional concepts</li><li>Ability to assess the accuracy completeness and consistency of data models as well as maintaining relevant documentation</li><li>Experience with Alation, Collibra to drive data cataloging and data lineage</li><li>Strong understanding of data governance processes and metadata repositories</li><li>Experience of working with Data Governance team to identify and capturing business and technical metadata associated with various data entities</li><li>Experience and desire to work within a fast-paced environment with short release cycles and an iterative development methodology.</li><li>Able to work on multiple projects/products simultaneously and comfortable working with minimal specifications. </li><li>Excellent communication and documentation skills</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>.

Principal Data Modeler

<h2>Job Description:</h2><h2>Relationship Manager</h2>As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h2>The Expertise We're Looking For</h2><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Purpose of Your Role</h2>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind.<h2>The Skills You Bring</h2><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 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>.

Relationship Manager - Burbank, CA

<h2>Job Description:</h2>This opportunity is responsible for leading a team that provides guidance and oversight for data-related processes. This role will be responsible for performing business, systems &amp; data analysis around fixed income, being responsible for daily/weekly/monthly production cycles, responding for ad-hoc data analysis requests in support of various projects and leading the resolution of any raised requests/issues through close coordination with members from Technology, Investment Management, Data Strategy, Fidelity Fund and Investment Operations (FFIO), Research and Portfolio Management teams to insure timely remediation. The Director Data Strategy will play a meaningful role in the oversight and coordination of all data-related tasks, business planning and prioritization, data support for new product launches, regulatory &amp; compliance data need fulfillment, marketing &amp; communications material creation and advisor engagement like FMR.The Expertise You Bring<ul><li>8+ years in a data intensive, hands on environment, preferably within investment management or technology industries</li><li>Master's degree or Bachelor's degree along with CFA (in progress or completed) preferred</li></ul>The Skills You Bring<ul><li>Experience in leading a data / technology / operations team and /or initiative as an individual contributor, preferably in the Asset Management and Research space. People management experience not required.</li><li>Broad-based investment industry experience and proven analytical skills; experience with operations, business analysis, project management, and scorecard and metrics reporting</li><li>Highly analytical approach with the ability to quickly comprehend large data sets to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities.</li><li>Highly proactive and self-motivated with the ability to meet objectives under minimal supervision.</li><li>Familiarity with data analytics, including fund and index performance measurement, predictive risk modeling, alpha research, stock selection models, and performance attribution specifically within Fixed Income.</li><li>Strong data querying skills using SQL, TOAD, Tableau, Excel or any other applications.</li><li>Prior Experience with Reporting and Visualization Tools like Tableau, Spotfire, Alteryx or other BI, Data Prep, Blending etc.</li><li>Good understanding of AI/ML concepts, R, Python or Scala is preferred.</li><li>Proficient with Microsoft Office suite; ability to produce executive-level PowerPoint presentations and manipulate data using Excel. Understanding of Excel macros, VLOOKUP's &amp; VBA</li><li>Strong hands-on project leadership skills with the drive to complete complex projects as a part of small teams within an extremely fast paced environment. Capability to liaise with investment professionals to gather requirements and manage deliverables of technical development teams.</li><li>Knowledge of securities, corporate actions, financial statement analysis, street estimates, pricing and performance data.</li><li>Fidelity experience or experience with Managed Accounts is a plus</li><li>CFA strongly preferred but not required.</li></ul>The Value You Deliver<ul><li>Manage Strategic Advisors Inc (SAI) Data Strategy engagement, build knowledge base and serve as single point of contact for new work intake, monitoring &amp; support, issues escalation &amp; resolution</li><li>Support the diverse data needs of Senior Management, Portfolio Managers, Research/Quant Analysts, Accounts and Goals team, and Investment Management across a range of projects and initiatives</li><li>Identify areas for process and quality improvement. Recommend optimal resources required for operational data needs based on complexity, cost and scalability.</li><li>Participate in business planning and prioritization for data initiatives</li><li>Demonstrate strong Project Management and Analysis skills. Ensure that key data elements for platform, product, research, risk and investment management are available and of high quality. Work with business partners to help identify gaps and craft solutions.</li><li>Partner with Product teams to identify data-related needs for new products and services or enhancements to existing ones.</li><li>Develop and maintain strong relationships with key internal and external business partners</li><li>Respond to ad hoc data requests with an eye to scale and automation where appropriate</li><li>Lead the resolution of any raised requests/issues through close coordination with members from Data Strategy, FFIO, Platform and Operations teams to ensure timely remediation</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>.

401 Fidelity Investments Jobs