field_job_employment_type

job_organization_name

<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>.

Fidelity Investments

Director, Product Owner - Accounting Reporting & Analytics Technology

<h2>Job Description:</h2>Senior Financial Analyst, FI Finance (Product &amp; Advisory Solutions Finance) Within Fidelity Institutional (FI), our team supports three leaders and organizations accountable for developing and marketing solutions designed to help FI’s clients run their businesses, and for managing the FundsNetwork (FNW) platform on behalf of all Fidelity channels. The team’s portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. Further, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through FI, PI, and WI.Our finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FI’s and FNW’s future-ready revenue model.The Purpose of Your RoleYour role includes supporting and providing financial analyses related to new and existing products; supporting client/product pricing decisions; and developing and delivering product-related reporting. Success will require intellectual curiosity, comprehensive problem solving, independent thinking, confidence, and a strong work ethic. In this role, you will develop expertise related to decision support (i.e., business cases, strategic initiatives, and executive presentations), business performance evaluation, and business relationship management. You will collaborate with finance and business associates across the firm, and will interact regularly with varied members of FI’s finance and business organizations.The Expertise You Have<ul><li>Bachelor's degree in Finance, Accounting or Economics and 4-6 years of relevant work experience</li><li>Strong analytical, communication and financial modeling capabilities</li><li>Thorough understanding of financial and accounting principles and how to apply them in business</li><li>Strong knowledge of MS Excel and database querying techniques and proficiency in MS PowerPoint</li></ul>The Skills You Bring<ul><li>Intellectual curiosity and ability to ask questions in a variety of settings</li><li>End-to-end problem-solving capabilities, from defining complex problems to synthesizing key points</li><li>Project management skills and your ability to work effectively on multiple projects simultaneously</li><li>Strength in consolidating information from multiple sources and working with large amounts of data</li><li>Strong and accurate analytical capabilities and financial modeling skills</li><li>Solid communication skills and confidence interacting with various levels within the organization</li><li>Proactive and self-motivated drive to complete projects</li><li>Ability to handle ambiguity and work under pressure in a dynamic environment</li></ul>The Value You Deliver<ul><li>Collaborating on multiple projects across different business segments and initiatives</li><li>Providing on-going insight into the performance of FI and Enterprise initiatives such as Alternative Investments, Digital Assets, Model Portfolio/SMAs, Portfolio Construction </li><li>Working with the FI Central Finance team and business partners to track key KPI results for scorecards and other senior management reporting</li><li>Analyzing data, providing insights and recommendations to support business decisions including investments in new products or product enhancements, and product pricing strategy</li><li>Supporting multiple client/product pricing processes to ensure FI receives a strong return on products and solutions</li><li>Working effectively across our team to accomplish our objectives</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>.

Senior Financial Analyst

<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>.

Brokerage Operations Sr. Associate

Brokerage Service and Trade Support Sr. Associate

<h2>Job Description:</h2>Director - Brokerage OperationsThe RoleThe candidate would be a leader within an evolving team which is reinventing core brokerage processes and technologies to meet changing customer and industry needs. The right individual will apply deep analytical skills and extensive expertise in brokerage processing to validate and improve various processes in relevant areas to ensure that they support the highest standards for customer service, flexibility, efficiency, transparency, control, regulatory compliance, and operational risk mitigation.The areas in focus for this role are back office functions, primarily but not exclusively as they relate to equity, options and mutual fund trading business, including trade clearing and settlement, segregation, inventory management, buy-ins, stock record, trial balance, reconciliation, margin, corporate actions, and the like.<ul><li>Oversee business flows and transaction processing, ensuring proper and timely resolution of exceptions and anomalies to ensure impeccable customer service and firm risk mitigation</li><li>Identify platform and process weakness: Evaluate product designs and process flows relative to the business, service, risk, and compliance requirements of the various middle office functions. Identify weaknesses, anomalies, and inefficiencies.</li><li>Collaborate with business partners and relevant Product Managers and Technology Developers to implement the adoption of changes to the product offerings, processes, or technologies which would eliminate those weaknesses/anomalies/inefficiencies.</li><li>Contribute to the ongoing gathering and analysis of relevant platform data and key measures which support the continuous optimization process just described.</li></ul>The Expertise and Skills You Bring<ul><li>Strong subject matter expertise relative to the products and processes listed above</li><li>8+ years of experience within relevant business areas</li><li>Facility with key compliance rules and requirements for these areas</li><li>Knowledge of general brokerage operations and processes</li><li>Facility with technology concepts and the technology development lifecycle</li><li>Strong process improvement orientation and ability to spot weaknesses in process performance and compliance</li><li>Experience with DTCC and OCC integration and day-to-day operations</li><li>Team building and mentorship skills</li><li>Series 7 &amp; 24 or 99 licensing is required.</li><li>Deep knowledge and understanding of multiple brokerage back office domains</li><li>Analytical prowess decomposing complex processes and solving puzzles</li><li>Facility with platform technologies and the technology development process</li><li>Attention to detail; intolerance of design clunkiness and process inefficiency</li><li>Positive attitude and excellent interpersonal, relationship, leadership and motivational skills</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 $85,000-$144,000 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>.

Director - Brokerage Operations

<h2>Job Description:</h2>Enterprise Technology Risk (ETRA) is seeking a passionate, driven and experienced professional to lead our Cloud/DevOps Center of Excellence. You will manage ETRA’s relationship with CAPE and will work closely with the various ETRA BU tech risk teams with the cloud and DevOps aspects of proactive risk and control assessments, monitoring technology controls and overseeing remediation plans. You will also provide appropriate risk and controls consulting on Cloud, DevOps, and Emerging Technologies activities, and engage with CAPE teams and Senior leadership, Internal Audit and External Audit teams. You will help enhance and manage the core program activities, including defining and executing the technology risk strategy and program, and working with Technology, Operations and Risk teams to holistically manage risk.The Team You will report to the head of Automation and Innovation in ETRA and manage a team of technology risk associates. The Technology Risk team oversees the management of controls and the mitigation of risk related to the technology environment, systems, and processes related to the cloud, software development pipelines, API’s, and other critical technologies. Technology Risk partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity’s brand. You will work primarily with the Cloud and Platform Engineering (CAPE) business unit, but also work closely with other Fidelity technology and business owners, Compliance teams, Enterprise Cybersecurity (ECS), Corporate Audit and Fidelity’s external auditors and regulators. The Expertise and Skills You Bring<ul><li>8-10 years’ experience in information technology risk, cyber security, controls, or audit roles</li><li>Prior experience in team management and leadership is preferred</li><li>Bachelor’s degree in computer science, Technology, or a related field of study preferred</li><li>Demonstrated technical abilities in multiple areas (e.g., technology infrastructure and application controls, cyber security, access management, network and cloud, resiliency, etc.)</li><li>Professional technology risk certifications (CISSP, CISA, CRISC, CISM) and/or Cloud Certification(s) (CCSP, CCSK, AWS) preferred</li><li>Experience performing Technology risk assessments, Control assessments or IT Audits</li><li>Significant experience and knowledge of cloud-based deployments, DevOps, and associated risk/controls and auditing requirements preferred</li><li>Demonstrated technical abilities in multiple areas (e.g., technology infrastructure and application controls, cyber security, access management, network and cloud, resiliency, etc.)</li><li>You have a strong knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions.</li><li>Your love of solving complex problems, and comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills</li><li>Your ability to build and maintain collaborative working relationships with Information Technology and Business personnel to design and assist in the execution of appropriate controls design and monitoring</li><li>Your process orientation and understanding of operations and technology enabling you to provide support in the analysis, development, and monitoring of controls</li><li>Experience performing Risk Assessments, control assessments, IT Audits or implementing Cybersecurity controls for large scale financial service organizations (mainframe, distributed, network and cloud environments)</li><li>Knowledge of Industry standards, frameworks, and best practices, such as NIST SP800-53, COBIT, SOC1, ISO27001 is preferred</li><li>Knowledge of Governance, Risk, and Compliance (GRC) tools, such as Archer or Open Pages is preferred</li><li>Knowledge of Cloud security and controls and cloud technology environments (AWS/Azure, SaaS)</li><li>Understanding of application development, deployment, and management patterns, especially DevOps and CI/CD practices in the Cloud is preferred</li><li>Your excellent verbal and written communication skills enabling you to prepare and present recommendations to senior management</li></ul>The Value You Deliver <ul><li>Providing technical direction and professional guidance to technology risk associates that fosters individual growth and development as well as team and organizational deliverables</li><li>Assessing the various information technology risks that the business faces in its operations and implement action plans, policy and procedural changes for risk avoidance and mitigation</li><li>Evaluating control maturity by performing control design and operating effectiveness reviews and peer reviewing as needed</li><li>Conducting in-depth information technology risk assessments including documenting controls, identifying potential gaps and/or inconsistencies and making sound recommendations for improvement and/or mitigation</li><li>Assist with developing and monitoring controls related to Cloud and Emerging Technologies and to meet applicable security, audit, regulatory requirements</li><li>Provide technical assistance on risk related systems issues, and serve as a liaison for technology risk management</li><li>Determining appropriate KPIs/KRIs for IT risk monitoring</li><li>Understanding and consulting on information security standards and industry best practices</li><li>Manage IT Controls program activities; this includes managing the Controls Inventory in GRC/OpenPages and control documentation and performing IT Controls Testing to meet internal assurance and external audit requirements.</li><li>Liaison with Internal and External audit teams, tracking of internal and external audit findings, perform issues follow-up, consulting and action plans with owners and issue resolution.</li></ul><a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Fidelity’s working model</a> blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). <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, Cloud/DevOps Center of Excellence

<h2>Job Description:</h2>The Enterprise Financial Crimes Compliance Enhanced Due Diligence (EFCC EDD) Manager will have responsibility for the coordination and timely execution of EDD reviews on Fidelity customers identified as higher risk from a financial crimes perspective. The EDD Manager will partner with Fidelity Legal, Risk and Compliance (LRC) organization team members while carrying out the EDD program in a manner that assists each Fidelity business unit in knowing their clients while proactively mitigating identified risks in a thoughtful, balanced and risk-based manner.The TeamFidelity is committed to a strong Enterprise-Wide Financial Crimes Compliance program that protects against the misuse of the Firms' products and services for nefarious, illegal purposes. The EFCC group coordinates the day-to-day implementation of Fidelity's financial crimes prevention efforts with responsibilities for the design, implementation, execution, governance, and oversight of the Firm's Anti-Money Laundering (AML), Sanctions and Anti-Corruption programs.The Expertise and Skills You Bring<ul><li>Deep securities industry knowledge including comprehensive understanding of AML, Global Sanctions and Global Anti-Corruption regulations.</li><li>6+ years of BSA/AML financial crimes compliance or comparable experience at a large financial institution, major consulting firm, regulatory agency, in law enforcement, or a combination thereof.</li><li>Experience in a senior Financial Crimes compliance role in the securities and/or asset management industry, with demonstrated ability to operate across diverse business units, innovative product sets and a broad array of customer segments, is preferred.</li><li>Certified Anti-Money Laundering Specialist (ACAMS)/Certified Fraud Examiner (CFE)/Certified AML and Fraud Professional (CAFP) is a plus.</li><li>Experience interacting with regulators, including the SEC, FINRA, FinCEN and NY DFS.</li><li>Communication skills to effectively influence firm leadership on prudent courses of action.</li><li>Collaborates through a proactive/constructive dialogue with senior management, peer leaders, clients, committees, and regulators.</li><li>Strong leadership skills that embody Fidelity's Leadership Principles.</li><li>Exceptional relationship management and influencing skills.</li><li>Independent problem solver; accountable for, and skilled in, exercising sound judgment.</li><li>High degree of integrity and strong work ethic; decisive with orientation toward results; positive demeanor.</li><li>Ability to simultaneously identify, prioritize and address multiple issues and quickly respond to shifts in priorities.</li><li>Analytical with ability to see the broader picture and connect the dots.</li><li>Cryptocurrency knowledge an advantage but not required.</li></ul>The Value You Deliver<ul><li>Regulatory Compliance - Execute all aspects of the Financial Crimes Compliance EDD strategy and program across Fidelity legal entities, proactively engaging with business leaders and securities regulators.</li><li>Communication &amp; Metrics - Focus on improving compliance analytics, metrics, transparency, and communications as they relate to the EDD program by producing regular reporting while using dashboards and business forums that galvanize leaders to action.</li><li>Assists with internal and external audit and regulatory engagements and oversight work including timely issue follow-up/remediation.</li><li>Partner with business leaders to promote a collaborative environment that helps the business meet its goals while ensuring it stays within its risk tolerance.</li><li>Provide senior management, various committees, and governance councils with updates on the regular, periodic status of the EFCC EDD Program.</li><li>Ability to work and learn quickly in a fast-paced, dynamic environment.</li><li>Passionate about providing an unparalleled level of service to Fidelity business units and internal partners.</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>.

Financial Crimes Compliance Enhanced Due Diligence Manager

<h2>Job Description:</h2><h2>Financial Consultant</h2>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h2>The Purpose of Your Role</h2>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h2>The Expertise We're Looking For</h2><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Skills You Bring</h2><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h2>Our Investments in You</h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h2>The Value You Deliver</h2><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h2>Certifications:</h2>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Financial Consultant - Rockville, MD

<h2>Job Description:</h2>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We're Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You'll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.The base salary range for this position is $106,500 - $171,500 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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - 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>.

400 Fidelity Investments Jobs