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Senior Instructional/Experience Designer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Instructional Designer /Experience Designer to work in Jersey City, New Jersey; Covington, Kentucky; Westlake, Texas; or Boston, MA! The Role This is a role for an experienced, tech-savvy, hard-working learning experience designer who enjoys working on complex multifaceted learning solutions. Working together with one peer partner and collaborating with the team spearheading this initiative, they will convert classroom based presentations into a variety of digital assets that are then organized and accessed on the Degreed platform. The role is design and execution heavy with anticipated 90% of time spent on design and execution of the design and 10% of time spent consulting with the internal client and meeting with the project manager and head of talent and learning. It is a great opportunity for people who are organized, can meet deadlines, manage their own projects, who enjoy building creative engaging solutions. The Expertise and Skills You Bring <ul> <li>5+ years crafting learning experiences in a corporate setting </li><li>Direct experience using Adobe Creative Suite programs for visual and multimedia design </li><li>Other authoring tools are a plus: Domiknow, Synthesia, as are video editing skills </li><li>Bachelor’s degree in Instructional Design or a related field preferred </li><li>Experience in financial services or consulting firms preferred </li></ul> The Team This role will report into the Head of Talent &amp; Learning for our Enterprise Services group. The role will support a team charged with transforming and digitizing a traditional on-boarding/new hire training for internal consultants. Recipients of the work may be recent MBA graduates or people joining for external consulting companies as well as internal transfers.

Fidelity TalentSource

Senior Instructional/Experience Designer

<h3>Event Manager</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for an Event Manager to work in Boston, MA. <h3>The Role</h3> The Event Manager will deliver best in class event experiences for the firm’s associates, clients, and prospects. They will have a natural curiosity and use their skills to create and flawlessly implement programmatic experiences that support the objectives. The candidate will be experienced in project management, including creating and managing budgets, creating timelines and workplans, leading planning meetings and working with business partners to drive toward deliverables. We are looking for a good communicator who keeps partners informed. The candidate will be in command of complex event logistics including, but not limited to, sourcing and managing speakers and vendors, and creating dynamic production schedules. The ideal candidate is skilled at producing both in-person and virtual experiences. They are comfortable with digital environments and have a proven record of creating high quality virtual events applying various technology platforms. <h3>The Team</h3> The Meetings and Events team collaborates with business partners on the planning, budgeting, and design of internal and client events. The team manages over 1,000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide objectives. <h3>The Expertise You Have</h3> <ul> <li>Bachelor’s degree and at least 5 years of related work experience </li><li>Advanced knowledge and experience with Zoom Meeting and Zoom Video Webinar </li><li>Knowledge and experience with live virtual event production including lighting, audio, video, and technical direction </li><li>Mastery of Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word) </li><li>Experience creating well designed, yet concise presentation decks using PowerPoint </li><li>Strong verbal and written communication skills, including a command of proof reading </li><li>Ability to work under tight deadlines and prioritize responsibilities </li><li>Ability to travel within the U.S. and work flexible and/or fluctuating work hours </li></ul> <h3>The Skills You Bring</h3> <ul> <li>Outstanding time management and organizational skills with a proven record of success in planning, managing, and completing multiple events simultaneously. </li><li>Experience managing small to mid-size budgets, possess fundamental knowledge of contractual language pertaining to meetings and events, and have experience negotiating with vendors. </li><li>Proven ability to work well independently and as part of a team, and embrace and contribute to a positive work environment. </li><li>Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment, and you have the ability to adapt as needed. </li><li>Communicate clearly and concisely, both, orally and in writing and you possess strong critical thinking and active listening skills. </li></ul>

Event Manager

As a Program Manager supporting WI initiatives, you are responsible for delivering quality solutions by supporting the successful planning, execution, and delivery of initiatives while ensuring consistency with Product strategy, commitments, and goals. In an agile format and structure, you will partner with leaders across the organization to establish the standards for program management, influence the strategic decisions and solutions development based on your expertise and experience. You are committed to maintaining and developing your own expertise and knowledge to bring the latest thinking to your role and empower others with that knowledge! The nature of the work will vary, spanning from regulatory efforts, client commitments, organizational initiatives to product launches. This individual will be accountable for planning, analysis, execution, partner management, organizational change and go to market activities. The successful candidate should be curious, love to tackle problems and be willing and comfortable operating in the gray. Also, the candidate needs to be an excellent communicator comfortable with communicating with senior leaders in the firm The Team WI Customer Solutions chapter is a collaborative, and fast-paced team where Program Managers partner with business and technology leaders to construct and implement strategic programs that improve the impact on Fidelity’s vitality. This Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for supporting specific business goals aligned to the Workplace Investing Product Roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Our mission is to drive the realization of results by translating business objectives into practical plans and solutions that drive customer value! We support delivery of prioritized work applying Agile and scrum techniques within Fidelity Workplace Investing. Program Managers typically have prior experience working in multiple business functions reinforced by skills in more than one of the following areas: Product Management, Project Management, Business Analysis, Deployment/Business Readiness, and Operational Improvement. By promoting Fidelity and agile leadership behaviors, you will build and sustain an innovative agile culture. The Expertise and Skills You Bring <ul> <li>BS/BA degree, MBA a plus </li><li>5+ years of proven experience leading sophisticated, multi-workstream, multi-year programs (inc. experience working with outside vendors) </li><li>Financial services and agile experience preferred </li><li>Strong communication skills, including the ability to work across functional boundaries, and interact, influence, and work optimally with various levels of management and peers </li><li>Provide leadership, oversight, and management of assigned strategic programs including cross-domain and cross-business unit coordination </li><li>A record of building strong working relationships and establishing credibility </li><li>Skills to proactively inspire change, conduct planning sessions with team members to break down work and prioritize and plan for delivery, ensuring acceptance and readiness at key phases of the delivery cycle </li><li>Inspirational program leader, capable of developing others through mentoring, training, and feedback to accelerate their journey to mastery </li><li>Continuous improvement approach and encourage an Agile way of working </li><li>Intellectually curious and model a culture of learning and mentoring </li><li>Use of data in decision making, both in day-to-day leadership and strategic tradeoff analyses </li></ul> The Value You Deliver <ul> <li>Enabling an agile organization by role modeling agile behaviors </li><li>Proactively working with technology delivery teams, business partners, and other center of excellence leaders to: </li><li>Influence strategic decisions related to your area of expertise </li><li>Measure performance through established critical metrics and deliver agreed upon business, technology, and people results </li><li>Set and enforce standards and ensure the work performed is aligned with established road maps </li><li>Remove impediments to deliver value </li><li>Actively sharing relevant insights, knowledge, industry standard methodologies and developments within your area </li></ul>

Program Manager

The Role As a Senior Business Analyst, you will join a team of enthusiastic Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad. The Expertise and Skills <ul> <li>Education BS or BA Required </li><li>Experience: <ul> <li>5 – 7 years of Business Analysis experience required <ul> <li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li></ul> </li></ul> </li><li>The ability to critically analyze complex business requirements/product issues. </li><li>Proven understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired. </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories. </li><li>Ability to function at an elevated level in an exciting Agile work environment. </li><li>Strong technical skills and an ability to apply them in an analytical process. </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure. </li><li>Advanced skills in MS Word, MS Excel, and MS Access </li></ul> The Value You Deliver <ul> <li>Partner with the Scrum Leader/Squad Leader to understand the goals and the work for each sprint. </li><li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions. </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design. </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities. </li><li>Perform root cause analysis when issues arise before and after code migrations. </li><li>Assist with training, mentoring, and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad. </li></ul> Company Overview At Fidelity, we are enthusiastic about making our financial expertise universally accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Business Analyst

Business Analyst - MarTech Solutions and Innovation CoE (Aprimo Product) at Fidelity Are you ready to make an impact? As a Business Analyst within Fidelity’s Workplace Investing (WI) business, you won’t just analyze data—you’ll shape the future. Imagine crafting an engaging experience for our associates, harnessing the full potential of the Aprimo product. The Team The Marketing Solutions and Innovation team focuses on designing and implementing capabilities and experiences that bring customer strategies to life. Technically creative and nimble, this team is known for creating innovative user-friendly solutions based on complex business requirements from business stakeholders across the organization. The Expertise You Have <ul> <li> Identify, document, and analyze business processes, understanding their objectives and flow within the organizational and technology ecosystem. Provide constructive feedback to drive process improvements, leveraging the capabilities of Aprimo. </li></ul> <ul> <li> Design efficient workflows and analyze processes for optimization and effectiveness. </li></ul> <ul> <li> Familiarity with various project management methodologies and concepts, including agile, waterfall, or hybrid approaches. </li></ul> <ul> <li> Knowledge of marketing and content-related processes and how they intersect with technology solutions. </li></ul> <ul> <li> Proficient in using modeling and diagramming tools like Visio, Camunda, or Miro, and project management tools such as Jira, Aprimo, Workfront, or Monday.com. </li></ul> <ul> <li> 5-7 years of transferable experience. </li></ul> <ul> <li> Bachelor’s degree preferred. </li></ul> The Skills You Bring <ul> <li> Skillfully manage dependencies across teams, ensuring smooth collaboration and overseeing multiple projects simultaneously. </li></ul> <ul> <li> Lead project planning meetings and facilitate refinement sessions to enhance project understanding and ensure alignment on objectives. </li></ul> <ul> <li> Conduct end-to-end Business Acceptance Testing with traceability of test cases. </li></ul> <ul> <li> Proactively address issues and stakeholder feedback, resolving challenges promptly to maintain project momentum. </li></ul> <ul> <li> Lead reviews of final deliverables, ensuring quality and adherence to requirements. </li></ul> <ul> <li> Demonstrate strong skills in both written and verbal communication, proficiently summarizing and interpreting information to positively influence stakeholders, including subject matter experts and business partners. </li></ul> The Value You Deliver <ul> <li> Drive enhancements in business processes by leveraging the capabilities of Aprimo, ensuring they are optimized for effectiveness and aligned with business goals. </li></ul> <ul> <li> Offer proactive ideas and solutions to improve processes and the business, utilizing your knowledge of marketing, content, and technology intersections. </li></ul> <ul> <li> Proactively address issues and stakeholder feedback, resolving challenges promptly to maintain project momentum and foster positive relationships. </li></ul> <ul> <li> Provide education, coaching, and problem-solving support to users, enhancing their experience and proficiency with our tools. </li></ul>

Job Description Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Business Analyst to work in Fidelity’s Healthcare business unit in Durham, NC or Westlake, TX! The Role The Health &amp; Welfare Implementation Benefits Analyst (BA) will apply their consulting, analysis, and domain skills to deliver the best outcomes for our client, their participants and Fidelity. The Health &amp; Welfare Implementation Benefit Analyst is a key member of the Health &amp; Welfare (HW) Center of Excellence Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health &amp; Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health &amp; Welfare benefits administration landscape. The Expertise and Skills You Bring <ul> <li>Bachelor’s degree or equivalent years of industry experience </li><li>3+ years of Health and Welfare benefits service experience </li><li>3+ years of testing experience (and demonstrated competence, depth, and breadth) of professional experience. </li><li>Prior client implementation and\or platform migration experience a plus </li><li>Experience in Agile preferred, but not required. </li><li>Proficient with Microsoft Office applications </li><li>Ability to independently manage one’s own workload. </li><li>Regulatory and legislative knowledge in aligned service area </li><li>Understanding of benefits administration systems </li><li>Demonstrates superb communication skills (written and verbal) </li><li>Ability to conduct analysis and document findings. </li><li>Procedure execution and process improvement </li><li>Align, plan, and implement new product capability delivery within flight implementations. </li><li>Drive and / or support execution of key implementation activities (example: data conversion load). </li><li>Participate in validation and/or testing efforts to ensure results meet the client and/or product offering requirements. </li><li>Partnering with the Director Client HealthCare Consulting to define client specific configurable variations to support a client plan and/or administrative requirements. </li><li>Performing root cause analysis to determine gaps or trends for continuous improvement opportunities. </li><li>Submitting requests and/or assisting with translation of business requirements to technology partners, as applicable </li><li>Creating training material and reference material for participant services </li><li>Assisting and coaching the broader virtual team </li><li>Engaging in and/or leading ongoing courses to support continued personal development. </li></ul> In addition to the above, the Center of Excellence (COE) requires skills in one of the following areas: Testing Lead: <ul> <li>Provide project management for client testing for new implementations, migrations, and Annual Enrollment </li><li>Understand and manage to client testing timelines. </li><li>Test case set-up, data mining, and data mocking </li><li>Conduct and lead daily stand-up calls during Business Acceptance Testing (BAT) and Client Acceptance Testing (CAT) </li><li>Manage defects. </li><li>Monitor and report on progress. </li><li>Troubleshoot and escalate environment issues. </li><li>Conduct client testing with business partners. </li><li>Identify testing process improvement opportunities. </li></ul> The Team Fidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health &amp; Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals.

Education Content Editor Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Content Strategist to work in Boston, MA, Smithfield, RI, or Merrimack, NH! The Role Feed your passion for creativity and help guide customers through moments of decision. As a principal UX content strategist on our content team, you’ll be responsible for creating strategies that balance emotional decision with making with the right next step. Collaborate with product design and research teams to uncover the right customer problem to solve then ideate multiple solution paths. You’ll write UX copy for mobile user flows that make solutions simple, obvious, and consistent. With polished presentation and storytelling skills, present conceptual directions, research findings, and creative rationale to leadership. While your day-to-day will vary, you’ll have the opportunity to develop style guides expressing how the brand shows up in a specific focus area. Own the UX copy for navigation, labels, short form messaging, and contribute to the learning agenda, moderated user tests, and analysis of results to make informed decisions. Together we can shape the digital experiences that enhance people’s financial lives. Apply now and share your portfolio of strategy and writing samples. The expertise and skills you bring <ul> <li>Proven experience in digital content design, UX writing, and content strategy with high attention-to-detail and the ability to balance multiple workstreams at once. Experience writing within financial services is a plus. A bachelor’s degree is preferred.</li> <li>Deep empathy and understanding. This means you create for your audience, being mindful of accessibility and inclusivity.</li> <li>Organized self-starter who can deal with ambiguity while prioritizing and determining how to move work forward.</li> </ul> <ul> <li>A specialist at understanding the audience who can convey the voice of novice and engaged investors and to help them understand and relate to financial topics.</li> <li>Able to read sophisticated ideas and can find ways to make them simpler and conversational.</li> <li>Comfortable presenting to senior leaders, advocating for your content decisions, and negotiating edits with diplomacy and an open mind.</li> <li>Develop and evolve ideas via ongoing dialogue with partners and senior leaders that brings together client needs, emerging technology, financial trends, and Fidelity’s enterprise goals.</li> <li>Influence a test, learn, and optimize approach to content where you’ll make data-informed decisions on the topics, tone, language, and delivery.</li> <li>Thrives in a fast-paced, client-centric environment that depends on strong collaboration.</li> <li>Ability to learn from failure, engage in an iterative process, and understand that success comes sooner through trial and error.</li> <li>Willing to jump into different roles as the job requires and have an eye to the future of digital content design.</li> </ul> The Team As part of the Education Content Team, you’ll be a key player in developing how and what we communicate to our novice and engaged investors. Our team is responsible for the creation and optimization of content and digital experiences. Our goal is to help customers make informed financial decisions and build confidence while doing so. We work with product owners, UX designers, developers, and marketers to help craft the language within the products we build and have a keen focus on simplifying investing topics within our digital experiences. Company Overview 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 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. Dynamic Working Fidelity’s working model 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). Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skillset and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource 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:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Content Editor

<h3>Senior Data Analyst</h3> <h3>The Role</h3> Fidelity Labs is seeking a Senior Data Analyst to define and complete a series of data governance and analysis-related activities associated with our Data Aggregation product. Specifically, the analyst will focus on crafting a data catalog, building a series of data quality rules, handling data intake requests, and supporting any new data sourcing and data-related research assignments. This person will be expected to facilitate requirements gathering sessions with customers, document the requirements, and propose design solutions. A strong candidate will have some background in brokerage-related concepts, database querying, data management, and solution design. The candidate must also have experience with the agile development methodology, project management-related standard processes, and leadership. This position is based in Boston, MA. The candidate will be expected to work in the Boston office 5-days per month to align with our team’s scheduled connect weeks. All remaining working hours can be in-office or remote based on the candidate’s preference. <h3>Primary Responsibilities</h3> <ul> <li>Lead all aspects of and manage a program of projects focused on data governance, including quality, privacy, and security controls and standard processes. </li><li>Plan and implement data catalog and data quality-related activities using a combination of vendor and in-house tools. </li><li>Understand and document current state data definitions, scope, and process flows associated with our platform. </li><li>Drive an understanding and alignment to the principles of data quality management including metadata, lineage, and business definitions. </li><li>Work multi-functionally with appropriate Tech teams to manage security mechanisms and data access governance. </li><li>Contribute ideas and information to solution design discussions. </li><li>Become a domain expert on data content, scope, and business process flows related to our platform. </li><li>Partner closely with quality assurance team to transfer knowledge, document use cases, and test software. </li><li>Partner closely with our production support team to research and diagnose data-related incidents reported by customers. </li><li>Analyze incident and problem trends specific to assigned projects. Recommend resolutions where appropriate. </li><li>Oversee and implement process improvement initiatives specific to data management. </li><li>Facilitate meetings in an organized and efficient manner. </li><li>Ensure the technology capabilities are responsive to the needs of the business objectives. </li></ul> <h3>The Expertise and Skills You Bring </h3> <ul> <li>Bachelor’s Degree plus demonstrated ability in data analytics, or Master’s Degree plus at least 3 years in data analytics </li><li>Scripting experience in SQL and familiarity with both relational and non-relational databases. </li><li>Strong desire and experience with data in various forms (data warehouses/SQL, unstructured data) </li><li>Experience with AWS services </li><li>At least 2 years of experience delivering Data Governance and Data Quality Management concepts and practices within the financial services industry </li><li>We as a team are motivated and show a strong desire to succeed. </li><li>We get things done while you are focused and passionate about delivering value </li><li>We are great teammates to one another with a passion to use technology to help customers in an evolving regulatory marketplace. </li></ul> <h3>The Team</h3> We are Fidelity Labs, Fidelity Investments’ in-house Fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to craft the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com. <h3>Dynamic Working </h3> At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. <h3>Company Overview </h3> Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource 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:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. <h3>Information about Fidelity Investments </h3> At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Principal Data Analyst

The Role The Analyst role is a crucial part of the Carrier Management Team as we look to help millions of Americans make Medicare decisions. You will support our team as we look to expand our business nationwide. Key attributes that make up a successful Analyst are highly motivated, “self-starters” with a sense of ownership and are driven to succeed. You are successful working individually as well as within a team structure. The role will include analyzing data and market trends to meet business objectives, research on insurance carriers and state regulations, assisting in support to our sales team, sales team onboarding, updating guides, cheat sheets, and reference materials for the sales teams, and various other projects as they arise. The Expertise and Skills You Bring Experience <ul> <li>Bachelor’s degree or equivalent experience </li><li>Experience in project management, operations, and data analysis preferred </li><li>Proven experience in requirements gathering, process documentation, and business analysis </li><li>Proven analytical, critical thinking, and problem-solving skills </li><li>Experience in the healthcare industry or Medicare is preferred, but not required </li></ul> Skills <ul> <li>Superb communication skills that include an ability to actively listen, ask clarifying questions, and show an understanding of the needs of the stakeholder </li><li>Ability to handle multiple tasks simultaneously and remain focused with a positive demeanor when faced with unexpected situations, demanding business partners, and/or changing conditions </li><li>Strong computer and application skills, including Microsoft Office, SharePoint, and Zoom </li><li>Ability to make recommendations based on data analysis </li><li>Ability to find opportunities to drive business and process improvements </li><li>Ability to translate business requirements to viable business solutions </li><li>Strong decision making skills and follow-through </li><li>A passion for collaboration and building productive working relationships with internal and external business partners </li><li>Excellent professional interpersonal skills </li><li>Enthusiasm, energy, execution, and eagerness to learn </li></ul> The Team The Carrier Management Team enables our sales team to be able to offer Medicare coverage solutions to our customers. We do this by partnering with insurance carriers, overseeing the licensing and contracting process, and developing our carrier relationships. Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. We are a health insurance broker, selling plans from insurance carriers.

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Business Analyst to work Hybrid at our Westlake, TX facility. Description The Associate Business Analyst is part of a team that enables the Corporate Technology Group to continuously modernize, consolidate and digitize technology solutions and provide an enhanced user experience to Fidelity associates. The Associate Business Analyst works closely with business teams to gain understanding of processes and the context in which the business operates. This role is responsible for documenting the capabilities needed to address operational and technological challenges through targeted improvements. The Team Fidelity’s reputation is built on trust. The mission of Enterprise Compliance is to maintain the firm’s unwavering integrity through the highest professional standards. Enterprise Compliance consists of several key functions including Ethics, Strategy and Planning, Employee Compliance, Workplace Solutions Compliance, Advice Solutions Compliance, Regulatory Compliance, Global Sanctions and Risk Assessment and Testing. The Ethics Office plays a vital role in supporting associates at Fidelity by interpreting laws, regulations, and standards into workable compliance measures, fostering a culture of compliance and ethics through training and awareness efforts, and ensuring program effectiveness through monitoring and reporting. In this role, you will help ensure that Fidelity protects its reputation by providing operational and project management to the team. We are seeking a candidate with a strong project management, technology, and business analysis background, who can thrive in a challenging, deadline-driven team environment. The ideal candidate will apply critical thinking to analyze complex requirements and identify and implement process improvements. Our group is passionate about modernizing compliance using technology, data analytics and process automation. We are looking for someone who is just as driven as we are to find innovative solutions to address compliance needs. The Expertise You Have <ul> <li>Bachelor’s degree required </li><li>Previous project management, business analysis or technology environment experience preferred </li><li>2+ years of relevant experience </li><li>Problem solving and data analytical skills </li><li>Positive attitude and goal-driven </li><li>Strong presentation, written, and interpersonal communication skills </li></ul> The Skills You Bring <ul> <li>Your communal working style with good interpersonal, relationship management, and facilitation skills </li><li>Your ability to take initiative; your actions and decisions are driven by customer needs </li><li>Your aim to understand business problems and needs as deeply as you can and translate those needs to technical requirements in support of a solution design </li><li>Your collaboration and presentation skills </li><li>You’re a problem-solver and inspire creative solutions </li><li>You can handle multiple tasks and priorities simultaneously </li><li>Your proficiency in MS Word, Excel, PowerPoint and Visio </li></ul> The Value You Deliver <ul> <li>Assisting in gathering and documenting business requirements with business users and translating them into functional specifications </li><li>Executing test plans and cases with key stakeholders, ensuring that system tests are successfully completed </li><li>Contributing in projects from gathering initial requirements through implementation </li><li>Facilitating communication between technology team and business users for delivery of effective solutions </li><li>Working closely with Product Owners to determine project estimates, deadlines, and deliverables </li><li>Assisting in performing analysis of current processes and recommending improvements </li><li>Reviewing business user feedback and backlogs to continuously improve solutions </li><li>Working closely with technology team to assist in the analysis and resolution of production support issues </li></ul> How Your Work Impacts the Organization In this role, you will help ensure that Fidelity associates comply with a broad range of securities laws and regulations. By being customer obsessed, you will help associates meet their compliance obligations. You will think and work across Fidelity by partnering and driving solutions with our business and control function partners. By taking risks and valuing pace over perfection, you will help drive innovation in the compliance space.

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