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<h2>Job Description:</h2>The RoleYou are an influencer who consistently makes a positive impact. You are passionate about coaching, building, and supporting a team of 8 associates to work collectively as a team and achieve shared goals. You're a motivator, focused, fast-paced and inspired by change. You can coach to key behaviors that help drive business results. You empower others to accept feedback and develop an environment focused on growth and development. You encourage others to create the best customer experience possible.Alternative Investments is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. As the industry is evolving and team is growing, development of the associates and innovation of the department is key. The role will include strengthening the (Out of Standard) OOS and Follow Up team. The Follow Up team is responsible for following up with Sponsors and TAs to obtain acknowledgements and confirmations of pending transactions that are 60 days or older in a timely manner on behalf of our clients and to mitigate risk and exposure to the organization. The OOS team is responsible for bringing in all monthly and quarterly fund reporting in prior to month end to ensure the firm isn't exposed to capital charges. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines.The Expertise and Skills You Bring <ul><li>College degree preferred.</li><li>Series 99 license (or within 90 days of hire)</li><li>Proven experience in team leadership and coaching.</li><li>Strong ability to drive business results through effective team management.</li><li>Prior experience with alternative investments process experience is preferred.</li><li>Detail oriented, ability to work effectively with minimal supervision.</li><li>Ability to process customer data quickly and accurately.</li><li>Team player with capability to help maintain a positive work environment.</li><li>Strong analytical and decision-making skills.</li><li>Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes.</li><li>Exceptional quality and productivity in current role.</li><li>Ability to handle and resolve complex problems. </li><li>Strong verbal and written interaction skills including ability to explain complex processes.</li><li>Effective time management skills and ability to prioritize and multi-task.</li><li>Strong PC skills - Word, Excel, and Access.</li><li>Process a variety of data entry transactions and maintenance requests.</li><li>Track and supervise monitor outstanding issues and provide timely updates.</li><li>Analyze, research, and resolve discrepancies in accordance with departmental SLAs to minimize risk to the company.</li><li>Partner with stakeholders to collect reporting information.</li><li>Interact with a variety of customers, client, and agents relative to your role.</li><li>Ensure policy and procedures are followed and paperwork requirements are met to minimize risk.</li><li>Building enduring internal and external relationships, significantly enhancing the customer experience.</li><li>Identifying opportunities to advance the business towards a premier digital experience.</li><li>Providing daily support and coaching to associates on their interactions.</li><li>Cultivating an environment that promotes passion, growth, and development.</li><li>Guiding others through periods of change.</li><li>Establishing standards for optimal performance delivery, in line with industry best practices.</li></ul>The TeamOperations &amp; Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication, and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over the counter, listed equities, options, bonds, and mutual fund transactions daily.An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.The base salary range for this position is $52,000-$83,000 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>Series 99 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Fidelity Investments

Alternative Investments Team Lead

<h2>Job Description:</h2>The Role  As a Principal Software Engineer for Digital Assets APIs, you will be responsible for building and maintaining a new API platform for accessing Fidelity Digital Assets℠ Services. This is a hands-on role where you will work across engineering, architecture, and product teams to deliver a complete API offering that is reliable, resilient, and meets the needs of our customers.  The Expertise and Skills You Bring  <ul><li>Bachelor's degree in Computer Science or related field required </li><li>8+ years of software engineering experience</li><li>Strong experience with Java and Spring Boot </li><li>Expert in designing, building, and documenting customer facing RESTful APIs </li><li>Experience with WebSockets and/or FIX APIs is a plus </li><li>Prior experience designing and building large scale production distributed systems to support public facing websites </li><li>Familiarity with AWS services architecture and solution patterns is preferred </li><li>Exposure to infrastructure as code, test automation, CI/CD, and containerization </li><li>Proficient in databases and SQL </li><li>Ability to build reliable software that can withstand unreliable environments </li><li>Strong analytical, communication, and organizational skills and the ability to handle multiple tasks at a given time  </li><li>Ability to collaborate stake holders to understand business requirements </li></ul>  The Team Fidelity Digital Assets℠, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum. Fidelity Digital Assets℠ embraces an entrepreneurial culture and startup mentality while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance. Within Fidelity Digital Assets℠, the Architecture Team is responsible for the technical vision across Fidelity Digital Assets℠. The team works with both technology and product teams to design secure, scalable, resilient cloud-based services while ensuring that user requirements are met. <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 Software Engineer - Digital Assets APIs

<h2>Job Description:</h2>Product Owner, H&amp;W Client Experience As a Health &amp; Welfare (H&amp;W) Client Experience Product Owner, you blend product ownership, client servicing experience, benefits administration knowledge, leadership, and product development experience with a passion for bringing value and delivering results. You are the end-to-end gatekeeper of the squad mission, strategy, and tactical execution associated with delivering on strategic priorities for our clients and business partners. Collaborating with key partners across other Workplace Investing product lines, you will establish and drive a vision for the H&amp;W experience within our multi-product, digital client platform - Plan Sponsor WebStation (PSW). Your work will improve client experience and increase self-service. In an agile structure, you will influence H&amp;W's broader strategic decisions, build and maintain a roadmap, manage dependencies and risks, and bring together a team of chapter members to deliver priorities. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.The TeamThe Ongoing Associate and Plan Sponsor Servicing Product team develops capabilities that are instrumental to building a scalable, successful service model in support of the Health &amp; Welfare business. We support our Fidelity partners and clients by delivering tools and capabilities to increase self-service and process automation.The Expertise and Skills You Bring<ul><li>Bachelor's degree required; Master's degree or equivalent experience preferred.</li><li>Scrum Product Owner Certification (CSPO) and/or Certified Employee Benefit Specialist (CEBS) or similar designations are a plus</li><li>Agile leadership experience and 7+ years of product ownership, delivery and management</li><li>Experience establishing and driving a product strategy</li><li>Experience in health care, benefits administration, benefits outsourcing services preferred</li><li>Experience leading or contributing to sophisticated, cross-product initiatives</li><li>JIRA and JIRA Align experience preferred</li><li>Ability to work in a fast paced, ever evolving and growing organization</li></ul>The Competencies You Bring<ul><li>Leadership: You have shown success leading, coaching, mentoring and motivating colleagues into an impactful team while embodying Fidelity's Leadership Principles</li><li>Relationship Building: You have strong relationship building, interpersonal and influencing skills; are comfortable facing adversity and finding common ground to stay aligned with key business partners</li><li>Critical Thinking: You demonstrate strategic end-to-end business thinking, identifying areas of greatest opportunity with a bias toward turning ideas into practical, actionable solutions</li><li>Execution Oriented: You have bias toward thoughtful planning, execution and decision making; able to identify, communicate and remove impediments while mitigating risks</li><li>Communication and Collaboration: You demonstrate excellent communication skills while fostering collaboration and building consensus</li><li>Organizational Change: You have a consistent record of implementing, supporting and operationalizing solutions while driving adoption by business 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>.

Health & Welfare (H&W) Client Experience Product Owner

<h2>Job Description:</h2>Senior Compliance Advisor, Global SanctionsWe are seeking a skilled professional to join our Sanctions Compliance team. The Senior Compliance Advisor, Global Sanctions, will play a key role in identifying and addressing sanctions-related risks across various clients, transactions, and products. This position involves collaboration with Compliance, Legal, and Operations teams to ensure the firm's sanctions controls align with global regulatory standards, including OFAC, EU, UN, and other sanctions regimes.The Role<ul><li>Provide strategic guidance on sophisticated sanctions risks presented by various products and services, including digital assets and investment management activities.</li><li>In collaboration with Fidelity businesses, develop OFAC compliance programs, policies, and procedures to address such risks.</li><li>Conduct reviews and investigations of transactions, clients, and digital assets to ensure adherence to sanctions policies and procedures.</li><li>Screen transactions, including digital assets, against global sanctions lists including, OFAC, UN, EU, and other relevant authorities.</li><li>Research, analyze, and interpret evolving sanctions regulations, offering experienced advice on compliance strategies.</li><li>Prepare detailed reports for management and regulatory bodies on sanctions compliance trends and risks.</li><li>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has adopted "<a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">https://jobs.fidelity.com/dynamic-working/</a>" </li></ul>The Expertise and Skills You Bring<ul><li>5-8 years of proven experience in sanctions compliance, anti-money laundering, financial crimes, or comparable experience at a financial institution, major consulting firm, regulatory agency, or law firm.</li><li>Bachelor's degree required; advanced degree or equivalent experience preferred.</li><li>Knowledge of securities brokerage, asset management, digital assets, and other financial products.</li><li>Deep understanding of global sanctions regulations risks (e.g., OFAC, EU, UN) and related risks.</li><li>Experience with sanctions screening tools, e.g., World-Check, Dow Jones.</li><li>Demonstrated analytical skills, resourcefulness, problem-solving abilities, and attention to detail.</li><li>Proven experience working collaboratively across business functions including, compliance, operations, risk, and legal teams.</li><li>Impactful communicator with excellent written and oral skills, including the ability to communicate clearly and concisely at varying levels of the organization.</li><li>High-energy and ability to simultaneously identify, prioritize, and address multiple issues and quickly respond to shifting priorities in a fast-paced environment.</li><li>Certifications such as CAMS or CSS (Certified Sanctions Specialist) preferred.</li></ul>This position is crafted to be inclusive and accessible for professionals from various backgrounds and identities, encouraging a collaborative work environment.Fidelity is committed to a strong enterprise-wide Financial Crimes Compliance (FCC) program that protects against the misuse of the Firms' products and services for nefarious, illegal purposes. The FCC 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, Sanctions, and Anti-Corruption programs.Company OverviewAt 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 crafting and encouraging a work environment that attracts the best talent and reflects our dedication to our associates. We are proud of our diverse and inclusive work environment where we respect and value our associates for their outstanding perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com. Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job. Fidelity Investments is an equal opportunity employer.The base salary range for this position is $81,000-$137,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Senior Compliance Manager Sanctions Officer

<h2>Job Description:</h2>Vice President - 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 middle office functions, primarily but not exclusively as they relate to equity and options securities business, including trade clearing and settlement, segregation, inventory management, buy-ins, stock record, trial balance, reconciliation, margin, corporate actions, and the like.<ul><li>Supervise platform operations: 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>Drive necessary changes: Work closely with executive management and relevant Product Managers and Technology Developers to force the adoption of changes to the organization, processes, or technologies which would eliminate those weaknesses/anomalies/inefficiencies.</li><li>Improve information and transparency: Contribute to the ongoing gathering and analysis of relevant platform data and key measures which support the continuous optimization process just described.</li><li>Team development: As a leader, drive high standards while supporting a strong team ethos, maximizing job satisfaction, and developing and supporting future leaders.</li></ul>The Expertise and Skills You Bring<ul><li>Strong subject matter expertise relative to the products and processes listed above</li><li>12+ years of experience within relevant business areas</li><li>Facility with key compliance rules and requirements for these areas</li><li>Extensive 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>FINRA General Securities Principal license (Series 24) preferred, FINRA Financial and Operations Principal license (Series 27) a strong plus</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 $103,000-$174,000 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>.

Vice President - Brokerage Operations

<h2>Job Description:</h2>Are you an experienced, energetic program manager with a passion for seeing people grow? Do you love both thinking big picture about program strategy, and diving into the details of what makes it great? Are you a curious and creative team member who is ready to own the outcome and explore new ways of meeting learners' needs?As Senior Manager, Leadership Development Programs, you will join the WI Leadership Development team in designing and delivering leadership development experiences.<h2>The Role </h2>In this role, you will serve as the primary owner for specific leadership development programs in the portfolio. You will:<ul><li>Own the end-to-end experience and implementation for specific programs, including operations, strategy, facilitation, community-building, and assessment</li><li>Build and deliver presentations; facilitate interactive program sessions; design and facilitate one-time group activities for business partners</li><li>Help drive the design of new programming, products and services as part of the overall WI Leadership Development strategy</li><li>Develop expertise in leadership development frameworks, coaching approaches and facilitation styles; and support business partners looking for leadership development solutions</li><li>Drive participant recruitment with stakeholders and target audiences; draft and send communications to program applicants, participants, alumni and partners</li></ul><h2>The Expertise and Skills You Bring </h2><ul><li>Relevant experience with program management, preferably in learning and/or leadership; outstanding program management skills and the ability to run and prioritize multiple initiatives simultaneously</li><li>Advanced skills in facilitating engaging discussions and learning experiences with both large and small audiences; comfortable being in high-visibility contexts, at times with senior leadership</li><li>Demonstrated ability to develop new programming supporting overall strategic and learning objectives</li><li>Collaborative and communicative approach to building relationships with key collaborators and business partners</li><li>Creative and curious mindset</li><li>Excellent verbal and written communication skills, including shaping executive-ready presentations and handling tough questions</li><li>Data literacy skills, ability to help measure and evaluate program impact as well as explain it to others, as well as inform future program development</li><li>Demonstrated interest in leadership development, coaching and/or training</li><li>Skills in marketing, communications, MIRO and other interactive tools, human-centered design, or instructional design a plus</li></ul><h2> The Team </h2>You are joining a small but mighty team within WI Talent &amp; Learning, dedicated to helping WI people managers become transformational leaders in service of our customers and associates. We bring learning design, program management, coaching &amp; leadership, and human-centered design strategy capabilities together. We are exploring new ways of meeting our leaders' needs in an ever-evolving environment.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Senior Manager, Leadership Development Programs

<h2>Job Description:</h2>The RoleWe (Fidelity Fund and Investment Operations Technology) are looking for a Principal Software Engineer to join one of our agile development squads to provide software engineering excellence to our suite of corporate actions applications. We are in the midst of an exciting evolution to meet the strategic corporate actions needs of Fidelity. If you are customer obsessed and passionate about advocating for stability improvements, scalability, and enjoy supporting the breadth and depth of a technology organization where no two days are alike, this is an outstanding opportunity for you in a core Fidelity business.The Purpose of This RoleHaving strong technical chops, understanding our systems, and having empathy for our customers is a given. You have a proven track record of successfully delivering projects which had a positive impact on our systems, product, team, and customers. You have strong, educated and pragmatic, opinions both on what we do and how we do it. You also have the pragmatism and experience to yield the floor and allow better ideas to prevail. You continue to grow your skills as a professional developer. Great products come from the fusion of rock solid engineering, clear product vision, and a hypersensitivity to the customer experience. You live our design and development methodologies, understand our business, and are on a continued pursuit to build empathy for our customers. While you are entrenched in the development, maintenance, and testing of one product area, your view expands to the product vertical your team operates in. You work with your team's Architect to ensure sound technical direction. The Expertise We're Looking For<ul><li>8+ years of experience developing web applications, APIs, and data pipelines</li><li>Completed three or more projects on commercially available applications.</li><li>Bachelors or Masters degree in Computer Science, Computer Engineering, Software Engineering, or equivalent.</li><li>A proven track record of success in working with dynamic technology focused project teams</li><li>Ability to data-mine and troubleshoot issues</li></ul>The Value You Deliver<ul><li>Ability to quickly learn and Analyze complex Systems</li><li>Exceptional Analytical Skills</li><li>Strong Financial and/or Corporate Actions Knowledge</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 Skills That Are Key To This Role<ul><li>Strong Java / J2EE experience</li><li>Solid background in Spring / Spring Boot / Hibernate Frameworks</li><li>Exposure to Oracle databases &amp; RDS</li><li>Professional experience developing stored procedures and complex queries on Oracle with PL/SQL</li><li>Web Front end skills - Modern Angular experience</li><li>CI/CD tools such as Shell scripting, Maven, BitBucket, MEND, Git/Stash, Jenkins, Artifactory, uDeploy etc.</li><li>Familiarity with SWIFT messaging structure a plus</li><li>Experience in cloud technology with a strong preference to AWS experience/certification</li><li>Motivated/driven to get things done and deliver on team commitments.</li><li>Ability to work in a team and take direction well.</li><li>Self-motivated and responds to supervision. Asks relevant questions.</li><li>Can adapt to changing conditions and coach others through change.</li><li>Possesses ability to communicate efficiently verbally and through written documentation.</li><li>Maintains a broad understanding of our systems, customers, and business goals.</li></ul>The Skills That Are Good To Have For This Role<ul><li>Embody and live the Scrum values of commitment, courage, focus, openness, and respect in all interactions, both within and outside of the team. </li><li>Be a team member. Listen a lot. Ask questions to seek clarity. Take the floor when you have information, experience, or perspective to share. Communicate impediments as they arise.</li><li>A Scrum team collectively delivers on their sprint goals and commitments. All team members are expected to always be intimately familiar with, and working towards delivery of those commitments, never against. </li><li>In partnership with Product Management, actively seek to gain a deeper understanding of the business context under which your team operates. Leverage this understanding to present feature recommendation to your Product Owner.</li><li>In partnership with Design, continue to build empathy for the primary, as well as secondary, personas your vertical supports. Leverage this empathy to recommend small design changes to your Designer. </li><li>Complete modifications, refactoring, and bug fixes to existing functionality without the need for oversight.</li><li>Perform complex changes and complicated refactoring without the need for direction of an experienced team member.</li><li>While made up of many disciplines, the team delivers on commitments together. Perform documentation, design, and testing tasks as required by the team.</li><li>Actively participate and contribute to technical discussions and code reviews.</li><li>Evangelize and promote the successes and learnings of your team in formal ceremonies, such as sprint demos, as well as in casual conversation.</li><li>Write queries, scripts, and data upgrades.</li><li>Take point on supporting deployments and releases.</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 (Java, PL/SQL, Angular)

<h2>Job Description:</h2>Location: Westlake, TXThe TeamFidelity Investments has an exciting Software Engineer in Test opportunity for someone who is passionate about cutting edge technologies, frameworks, and design patterns. You will be joining a team of engineers focused on engineering testing solutions on Fidelity's Core Brokerage product area, responsible for building and supporting the web user experience and the underlying platforms needed to support our digital presence. You will be applying your strong software development and test automation skills to design, develop, test, deploy, maintain, and improve Fidelity investments software solutions. Overall, you will have an appetite for learning, evaluating, and recommending new technologies. Software Engineers at Fidelity Investments pride themselves on their experience, leadership, and ability to establish relationships across teams.The Expertise You Have<ul><li>A bachelor's or master's degree in computer science, Software engineering or related field</li><li>4-10+ years of experience with debugging, testing, and supporting web application</li><li>Proven highly proficient development skills within a few of the following: AngularJS/ReactJS, Node.js, Java, JavaScript, HTML5</li><li>Experience with web based and API based automation tool sets such as: Cypress, Playwright, Protractor, Selenium, REST Assured (Cypress or Playwright is preferred)</li><li>Experience using Jenkins, uDeploy, Jira, Stash, etc. is a plus.</li><li>Experience in delivering software in an Agile environment.</li></ul>The Skills You Bring<ul><li>Use your knowledge of testing and testability to influence better software design, promote proper software engineering and bug prevention strategies, testability, and security.</li><li>Actively participate in the development process through writing and maintain application features and automated tests including unit tests, component tests, integration tests, functional tests, performance tests, scenario tests and interoperability tests</li><li>Support the team in designing reliable, accurate tests, and integrating them into CI/CD pipelines.</li><li>Collaborate with team members on improving team's test coverage, release velocity and production health.</li><li>Enable the team in designing and developing automation harnesses using Cypress, Playwright, Selenium</li></ul>The Value You Deliver<ul><li>Obsessed with creating the best end-to-end customer experience.</li><li>Owns the outcome by taking personal accountability for delivering strong results.</li><li>Self-directed, willing to take initiative, pragmatic and results oriented.</li><li>Has keen attention to detail and wants to solve hard problems, not just detect them.</li><li>Willing to learn skills including DevOps, ETL Testing, AWS</li><li>Keenly interested in learning new technologies and their adoption</li></ul>Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. 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 <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">Fidelitycareers.com</a><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 Software Engineer in Test

<h2>Job Description:</h2>RoleLove to spend time crafting deeper positive relationships? Influence outcomes that matter? The Workplace Giving Sales Account Executive is passionate about collaborating with Relationship Managers, Advisors and Employers to engage their employees to find tailored Workplace Giving platforms that support their comprehensive wellness and retirement needs!In this role, you are the primary point of engagement for Employers and Advisors in a market or geographical territory. You will partner with your aligned Managing Directors to provide thought leadership and build product awareness on our multi layered Workplace Giving solutions and other supporting tools.The Expertise and Skills You Have<ul><li>Shown and established experience and success in consulting, sales and idea adoption or the financial service and/or charitable giving industries</li><li>Prior non-sales experience in institutional Sales markets is helpful (operations, product, relationship management, consulting, enablement, program management)</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain within 2 months of hire</li><li>Excellent product adoption skills through rapport building, active listening, qualification questioning, objection balancing, strong presentation delivery, strategic prospecting and territory management</li><li>A passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances and product design may shift around it</li><li>Knowledge of the Financial Services, Employee Benefits, Charitable Giving or Human Resources Industry with shown territory, project and time management skills to achieve goals</li><li>Knowledge of institutional Relationship Management, institutional product (DC / multi), opportunity sales strategy development with client facing teams, multi-channel presenting (phone, Zoom and in person as needed).</li><li>You thrive in customer focused, team and goal-oriented environment with a dedication to constant process and self-improvement</li><li>Enabling employer product adoption via phone and virtual meetings with partners and plan sponsor decision makers to develop long-term significant business relationships</li><li>Leading by example and demonstrating organized, thoughtful preparation and critical follow up skills</li><li>Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and be responsible for a pipeline of business</li><li>Effectively use marketing materials and business insights from the marketplace to improve product positioning and drive demand generation.</li></ul>The TeamFidelity Workplace Investing Emerging Products Sales is a multi-product and multi-channel collaborative environment that focuses on bring new solutions to Workplace Benefits through Managing Directors, Advisors and Plan Sponsors. You will have responsibility for developing a strategy with your partners for each of your opportunities and market segments. Your work plays a vital role in growing profitable, referenceable and long-term relationships.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

VP, Workplace Giving Account Executive- NATIONWIDE LOCATIONS

<h2>Job Description:</h2>This job requires you to live in the Ann Arbor/Brighton/Novi, MI areas, as you will be working on local client campuses 3-4 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>Bachelor's degree required, at least 5 years of financial services experience</li><li>Series 7 and 66 required (or S63/S65 combo equivalent)</li><li>2+ years of customer facing experience preferred </li><li>Life &amp; Annuity Certification preferred</li><li>CFP® or CRPC® preferred</li><li>In depth knowledge of Financial Planning Concepts</li><li>Demonstrated advanced presenting experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of advanced planning and advice topics across Corporate &amp; TEM</li><li>Ability to build plan sponsor advocacy and access</li><li>Consistent track record of success in prior role</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity 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 UsAt 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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. 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.We invite you to Find Your Fidelity at fidelitycareers.com<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>.

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