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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p>

Fidelity Investments

Financial Consultant - Greensboro, NC

<h3>Job Description:</h3><h3>The Role</h3><p>Customer expectations are constantly evolving, and the Healthcare team at Fidelity is constantly evolving in response. We are seeking a Senior Business Analyst to design capabilities across our Healthcare team. As a Senior Business Analyst, you play a meaningful role on an Agile software development team that obsesses over customer journeys and the technologies that bring them to life!</p><p>You are a strategic and critical thinker who will play a vital role in developing new healthcare features on an innovative healthcare platform.</p><p>You blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve sophisticated business problems, and executing to deliver and implement solutions to delight customers.</p><p>You are energized by the prospect of joining a dynamic, innovative team in a fast-paced, innovative environment!</p><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3>The Team</h3><p>We work within multi-functional Scrum Agile teams (squads) of technology and business colleagues to develop and implement product and service features from inception to delivery. Your squad will focus on developing healthcare capabilities to help customers seamlessly address their health needs.</p><p>Here are a few ways you'll impact the team:</p><ul><li>Bring the voice of the customer to the squad through customer journey mapping and feedback loops to focus the team on delivering business solutions with the highest customer and business value</li><li>Work closely with the Product Owner (Squad Leader) and squad to build, prioritize, and maintain the product backlog</li><li>Collaborate with design, business, and technical team members to define requirements and identify dependencies and risks</li><li>Handle customer-facing content and messaging to optimize usability</li><li>Perform acceptance testing to ensure the team delivers a seamless customer experience that meets business requirements</li><li>Support business readiness, deployment, and solution enablement, e.g., demos, training, procedures, and communication</li><li>Apply analytics for continual optimization of the product and business plan</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor's Degree or equivalent preferred</li><li>3-5 years relevant experience in product or systems development</li><li>Proven experience working in Agile product execution and delivery involving business, design, and technology teams</li><li>Experience in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.</li><li>Experience and knowledge of healthcare, HSA and /or benefits administration is preferred</li><li>Dedication to customer needs and frequently delivering high-business-value features</li><li>Experience using data to find opportunities and drive decision-making; may have conducted user research or competitive analysis</li><li>Excellent listening, communication (verbal and written), influencing, and presentation skills</li><li>Self-motivated, problem solver with flexibility to adapt to frequent changes</li><li>Skilled in MS Word, Excel, PowerPoint, Visio; experienced with Jira or similar Agile backlog management and testing tool; experience with content management systems, querying back-end databases and/or interpreting logs is a plus</li><li>Certified Business Analysis Professional® (CBAP®) certification or Certified Scrum Product Owner certification preferred</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>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.</p>

Senior Business Analyst - HSA Employee Digital

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Orland Park

<p><b>Join the Clean Energy Revolution</b></p><p>Become a <b>Cybersecurity Advisor</b> at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll identify vulnerabilities, develop and implement technical security policies, and work with stakeholders across various cross-functional teams to protect our critical Enterprise and Grid systems, networks, and infrastructure. The recommendations you deliver are clear and actionable, providing a risk-based approach to remediation. You are able to quickly digest technical architecture and engineering documentation, and generate a test plan and secure the appropriate resources with various domain expertise. </p><p>As a <b>Cybersecurity Advisor</b>, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?&nbsp;</p><h4><b>Responsibilities</b></h4><ul><li>Manages cybersecurity project delivery by ensuring the cybersecurity team meets&nbsp;success criteria.</li><li>Delivers project reporting for assigned projects, conducts critical analysis of project status, potential risks, and continual process improvement.</li><li>Coordinates and performs appropriate maintenance to ensure reliable and secure performance of the security systems, including applying security patches, implementing version upgrades, modifying&nbsp;and improving services, and performing ongoing operational management tasks.</li><li>Contributes to an overall cybersecurity governance strategy, standards, and operational procedures.</li><li>Ensures technology risks impacting the business are&nbsp;effectively identified, quantified, communicated, and managed, including recommendations for resolution and identifying root causes/key themes.</li><li>Prepares and updates Plan of Actions &amp;&nbsp;Milestones (POA&amp;M) that identify security weaknesses, establish&nbsp;milestones,&nbsp;and implements compensating&nbsp;controls for remediating these weaknesses, while&nbsp;tracking the progress and effectiveness of the remediation.</li><li>Oversees the production of evidence to support internal and external audits.</li><li>Provides cybersecurity and risk assessments for new networks, services, and devices as needed.</li><li>Drives periodic monitoring of audit logs in accordance with requirements, and reports findings and concerns for further analysis and action, including&nbsp;breach notification and initiation of incident response, in accordance with protocols and procedures.</li><li>Delivers programs and processes to reduce information security risk and strengthen SCE's security posture.</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4><b>Minimum Qualifications</b></h4><ul><li>Seven or more years of experience in information technology, information security and/or cybersecurity.</li><li>US Citizenship Required.</li></ul><p><b>Preferred Qualifications</b></p><ul><li>Bachelor’s degree or higher in Computer Science, Information Technology, or related field.</li><li>Professional certifications such as: Certified Information Systems Security Professional (CISSP), Certified Ethical Hacker (CEH), Certified Information Security Manager (CISM), Certified Secure Software Lifecycle Professional (CSSLP), Certified Application Security Engineer (CASE), Certified Application Security Professional (CASP), Offensive Security Certified Professional (OSCP), Certified Web Application Defender (GWEB), and/or any other relevant certifications.</li><li>Five years of experience working with cybersecurity frameworks such as: MITRE, NIST, CISA, CIS, CSF.</li><li>Expertise in operating vulnerability analysis tools and techniques, with the ability to articulate the results and explain tool limitations.</li><li>Experience gathering business requirements from multiple stakeholders and translating them to technical implementation.</li><li>Experience leading the vulnerability management lifecycle, including identification, assessment, prioritization, remediation, and reporting of security vulnerabilities.</li><li>Experience conducting regular vulnerability scans, and overseeing security assessments to identify weaknesses in systems, networks, and applications.</li><li>Excellent communication skills for technical and non-technical audiences.</li><li>Highly organized and efficient. Ability to work independently or part of a team in a fast-paced, dynamic environment.</li></ul><p><b>Additional Information</b></p><ul><li>This position’s work mode is&nbsp;<b>hybrid.&nbsp;</b>The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and&nbsp;reside in the state of California.  Further details of this work mode will be discussed at the interview stage.&nbsp;The work mode can be changed based on business needs.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.&nbsp;</li></ul><ul><li>The primary work location for this position is<b>Rosemead, CA.</b></li></ul><ul><li>This position has been identified as a NERC/CIP impacted position - Prior to being hired, the successful candidate must pass a Personnel Risk Assessment (PRA) or Background Investigation.&nbsp; Once hired, the candidate must complete specified training prior to gaining un-escorted access to assigned work location and performing necessary job duties.</li></ul><ul><li>Relocation may apply to this position.</li></ul><p><b>About Southern California Edison</b></p><p>The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.</p><p>Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.</p><p>We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.</p>

Southern California Edison

Cybersecurity Advisor- Vulnerability Management

<p><b>Join the Clean Energy Revolution</b></p><p>Become one of the&nbsp;<b>Senior Advisors within Contractor Performance Management (CPM)</b>&nbsp;at Southern California Edison (SCE) and build a better tomorrow. In this job, you will lead initiatives that require new and innovative solutions that will improve how SCE manages its $6 Billion Contractor Spend. You will lead enterprise-wide cross-functional teams to drive organizational change and process improvement in the pursuit of achieving Operational Unit (OU) and Company objectives regarding CPM. You will also provide directional input and solutions to Senior and Executive leadership on complex Contractor performance challenges.<br></p><p>As a&nbsp;<b>Senior Advisor</b>, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?</p><h4><b>Responsibilities</b></h4><ul><li>Leads the strategic direction of monthly Contractor performance reviews Company wide, including meeting with OU leads/SMEs to assist in the design and implementation of CPM tools (Scorecards, Triggers; Controls, etc.) across the enterprise</li><li>Develops and implements new strategies, polices and programs related to CPM on an enterprise level</li><li>Serves as the SME on all aspects of CPM strategies, polices and programs</li><li>Provides coaching and mentoring to SCE's Authorized Edison Representatives (AER) in the elements of CPM across the enterprise</li><li>Leads, supports and works with Corporate entities on new or enhanced strategies, policies and procedures as they relate to SCE's Contractors</li><li>Leads the strategic development of performance metrics reports on CPM and compliance across the enterprise</li><li>Develops Corporate Tier 1 Metrics for use by SCE in ascertaining Company performance regarding CPM activities</li><li>Develops Executive Presentations on CPM activities and present at various Executive forums (ORF, OPCO SOC, etc.)</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4><b>Minimum Qualifications</b></h4><ul><li>Ten or more years of experience providing oversight and governance of Contractor Performance Management (CPM) strategies, policies, procedures, and/or&nbsp;continuous improvement initiatives.</li><li>Experience in contract management.</li></ul><p><b>Preferred Qualifications</b></p><ul><li>Masters' degree or higher</li><li>Certifications: Certified Purchasing Manager (CPM), Certified Professional in Supply Management (CPSM), Certified Professional Contract Manager (CPCM), Project Management (PMP)</li><li>Lean Six Sigma training (Yellow/Green/Black Belt)</li><li>Five or more years of experience functioning as a lead advisor/influencer for executive-level programs, budgets, and deliverables</li><li>Experience managing the performance of Contractors, Vendors or Suppliers</li><li>Experience integrating strategies with technology solutions such as Ariba, SAP, and related platforms</li><li>Experience working within a for-profit Contractor, vendor, or service provider Company</li><li>Advance experience with MS office software applications, Power BI, etc.<br></li></ul><p><b>Additional Information</b></p><ul><li>This position’s work mode is&nbsp;<b>hybrid.&nbsp;</b>The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days. Unless otherwise noted, employees are required to work and reside in the state of California. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>There may be a case study as part of the interview process.</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.<br></li></ul><p><b>About Southern California Edison</b></p><p>The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.</p><p>Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.</p><p>We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.</p>

Contractor Performance Management, Senior Advisor

<h3>Job Description:</h3><h3><strong>The Role </strong></h3><p>Come join the Workplace Investing Scrum Master Chapter! As a Scrum Master you blend deep scrum expertise with a passion for mentoring, coaching, and continuous improvement. As part of highly collaborative agile team(s), you will advise on performance against agile values, practices, metrics, and processes to accelerate value delivery. In partnership with the Product Owner, you will maintain a backlog, help to remove impediments, and ensure effective agile events. You will support the team by engaging with all team members and product area leadership to reinforce and embed an agile approach and principles into the day-to-day work. This role often requires coordinating the efforts and releases of multiple systems teams with interdependencies to deliver a seamlessly integrated solution to our customers.</p><h3>The Expertise and Skills You Bring </h3><p>Here are the key skills and areas of expertise that are critical for success in this role:</p><ul><li>Bachelor’s Degree/undergraduate degree/equivalent preferred</li><li>Introductory scrum master certification required; advanced certifications preferred.</li><li>Substantial experience working with or in agile teams with good understanding of agile practices and tools (Jira, Kanban, Lean), technology, and value delivery for customers</li><li>Experience leading new programs, where research and experimentation are required to develop a backlog and roadmap.</li><li>Adaptable and highly organized. Thrives in uncertainty with a strong ability to bring order to chaos.</li><li>Able to effectively communicate to all levels, from facilitating technical meetings to summarizing updates for senior leadership.</li><li>Working closely with the Product Owner to plan and complete the highest priority work as per the product roadmap through well-executed sprints</li><li>Accelerating overall team performance, efficiency and value delivered by engaging within and across teams to find opportunities to improve agile maturity and metrics, and providing coaching, training, and resources</li><li>Ensuring agile events are planned for and effective (e.g. sprint planning, daily meetings, retrospectives and as appropriate, scrum of scrums)</li><li>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the team members and transparency to other partners</li><li>Organizing and presenting ideas and information logically and concisely to a variety of audiences</li><li>Handling multiple, competing priorities simultaneously</li><li>Coaching and mentoring complex teams</li><li>Participating in a community of practice, providing scrum knowledge to members of your product area and identifying opportunities for continuous improvement within the product area.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3>The Team </h3><p>The Workplace Investing Scrum Master Chapter is committed to coaching, developing, and empowering Scrum Masters to lead development teams that embrace the agile mindset. We have established a learning culture that amplifies best practices, delivers consistent, predictable, and impactful results, celebrates diversity and inclusion, creates a safe and respectful environment, and provides career guidance and mobility opportunities for Scrum Masters. We build trusted, collaborative relationships with our product and technology partners across Fidelity and embrace customer-focused methodologies that enable innovation and drive valuable product delivery. 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.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>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.</p>

Scrum Master - Workplace Investing

<h3>Job Description:</h3><p>Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.</p><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and insurance licenses within 90 days of hire</li><li>Minimum 2 years of financial services or relevant experience</li><li>Attainment of CFP® Certification is highly encouraged</li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound calls to further educate clients and uncover opportunities</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p>

Planning Consultant - Novi, MI

<h3>Job Description:</h3><p><strong>Director, Product Strategy, Brokerage Alternatives</strong></p><p><strong>The Role:</strong></p><p>We're seeking a <strong>Director of Product Strategy, Brokerage Alternatives</strong> to manage key initiatives for the growth of self-directed Alternative Investment offerings within our Brokerage business. This role will lead key strategic initiatives to significantly expand customer adoption and drive substantial asset flows.</p><ul><li><p><strong>Vision and Roadmap Development:</strong> Leads the development and iteration of the strategic roadmap to optimize and meet customer and market needs.</p></li><li><p><strong>Market Engagement:</strong> Provides market-facing insights and commentary through partnerships with business development, relationship management, and client service teams.</p></li><li><p><strong>Competitive Landscape:</strong> Leads competitive research on key market participants and builds strategic partnerships with them.</p></li><li><p><strong>Business Planning &amp; Execution:</strong> Builds comprehensive business plans, including revenue modeling, pricing, and expense projections, while prioritizing, sequencing, and phasing deliverables, and defining go-to-market strategies with compelling value propositions.</p></li><li><p><strong>Product Delivery Leadership:</strong> Partners with the Delivery Organization to deliver alternatives offerings, features, and concepts to market, targeted to diverse customer segments.</p></li><li><p><strong>Cross-Enterprise Collaboration:</strong> Leads cross-enterprise business unit alignment for product readiness and deployment of brokerage alternatives, establishing project plans and managing them throughout their lifecycle.</p></li><li><p><strong>Market &amp; Regulatory Insights:</strong> Communicates strategic insights on regulatory and legislative trends, and their impact on the client/customer experience.</p></li></ul><p><strong>The Skills and Expertise You Bring</strong></p><ul><li><p>5-10 years of experience in Product Strategy or Consulting roles within financial services.</p></li><li><p>Experience with the Alternatives markets or relevant brokerage experience with similar investment vehicles.</p></li><li><p>Experience engaging with senior internal and external customers and partners.</p></li><li><p>Experience leading teams and working collaboratively across a matrixed organization.</p></li><li><p>Experience defining strategic roadmaps and leading the development of solutions and offerings aligned with and in support of the strategic direction of the business.</p></li><li><p>Continuous improvement approach and encourage and enable an agile way of working.</p></li><li><p>Series 7 is preferred but not required.</p></li></ul><p><strong>The Team:</strong></p><p>This role reports to VP, Product Strategy, Brokerage Alternatives and is part of the Brokerage Customer and Product strategy organization responsible for commercializing our brokerage offering to drive growth within the self-directed investing markets and customer segments. The team defines the Liquid and Illiquid Alternatives strategy and collaborates closely with Enterprise Partners, Delivery, Marketing, and Distribution teams to ensure seamless execution. The team has in-depth expertise in Alternative Investments.</p>The base salary range for this position is $100,000-$169,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Director, Product Strategy, Brokerage Alternatives

<h3>Job Description:</h3><h3>The Purpose of Your Role</h3><p>We are looking for a Business Analyst with expertise and experience in designing and developing applications including new developments, improvements, maintenance and support. The role involves continuous collaboration with partners, iterative understanding of the platform to build well written requirements, following standard methodologies thorough understanding of the product roadmap, and owning up responsibilities for the overall product quality.</p><h3>The Value You Deliver</h3><p>· Requirement Elicitation: gather and document detailed requirements from stakeholders, ensuring that the development team has a clear understanding of what needs to be built.</p><p>· User Stories and Use Cases: create user stories and use cases that help developers understand the functionality from the user's perspective.</p><p>· Prioritization: help prioritize features and tasks based on business value and urgency.</p><p>· Communication: facilitate communication between stakeholders and the development team, ensuring that everyone is on the same page.</p><p>· Solution Validation: validate the developed solutions against the requirements to ensure they meet the business needs. Conduct testing and gather feedback to ensure quality and functionality.</p><p>· Change Management: manage changes to requirements and ensure that any modifications are properly documented and communicated to the development team.</p><p>· Process Improvement: analyze development processes and suggest improvements to enhance efficiency and productivity.</p><p>· Documentation: create and maintain comprehensive documentation, including requirements, user manuals, and training materials, which are essential for future reference and onboarding new team members.</p><p>· Risk Management: identify potential risks in the development process and propose mitigation strategies to ensure smooth project execution.</p><p>· Stakeholder Engagement: engage with stakeholders to gather feedback and ensure that the software aligns with business goals and user expectations.</p><h3>The Skills that are Key to this role</h3><p>· Experience as an analyst in the finance domain.</p><p>· Strong written and verbal communication skills</p><p>· Understand and evaluate business requirements, identify gaps, analyze existing platform capabilities, and come up with a plan for implementation.</p><p>· Document results of analysis and share with stakeholders.</p><p>· Attention to detail for accurately capturing requirements and ensuring that nothing is overlooked.</p><p>· Good understanding of software development processes, methodologies (like Agile and Scrum), and basic technical concepts to effectively communicate with the development team.</p><p>· Lead multiple development work streams</p><p>· Be the go-to person for any questions related to business requirements. Collaborate with developers on a day-to-day basis.</p><p>· Pursue dependencies / enhancement requests with other teams/partners so that they are addressed in a timely manner. Understand the right collaborators to be contacted, set up and chair meetings to clearly articulate requirements and set expectations, then follow up through to closure.</p><p>· Determine the best way to split development work in the form of Jira stories. Create high-quality Jira stories by adhering to Agile practices. Drive refinement sessions.</p><p>· Ability to give high-impact presentations and demos to senior management, and representing the team at important forums in the organization</p><p>· Proactively lead process improvement initiatives.</p><p>· Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies, while collaborating with stakeholders to ensure milestones are met.</p><p>· Knowledge of testing methodologies and the ability to validate solutions against requirements to ensure they meet business needs.</p><p>· Identify, initiate and implement efficiencies that result in improved quality and effectiveness in the projects.</p><p>· Ability to think critically and creatively to find solutions to business problems and challenges</p><p>· The ability to manage relationships with various stakeholders, understand their needs, and ensure their expectations are met is key.</p><h3>The Skills that are Good to Have for this role</h3><p>· You have Ability to take ownership</p><p>· You are Strong Inclination to understand the business area</p><p>· You have Ability to take accountability for the result</p><p>· You have Willingness to learn based on the role needs</p><p>· You are Focused on productivity</p><h3>How Your Work Impacts the Organization</h3><p>Asset Management Technology (AM Tech) is the business unit that is responsible for delivering innovative, scalable, industry-leading investment tools that enable Fidelity’s Investment &amp; Asset Management business to achieve competitive advantage globally. AM Tech is an integral partner in setting Asset Management's strategic direction and has shared accountability for achieving Asset Management goals. AM Tech is global organization of technologists based in the United States, London, India and Ireland. Supporting multiple business function in Investment Management and Advisory domain like Portfolio Management, Research &amp; Trading.</p><h3>The Expertise We’re Looking For</h3><p>· BE/MCA/MBA</p><p>· 8+ years of industry experience</p><p>Location : Bangalore - EGL</p><p>Shift timings: 11:00 am - 8:00 pm</p><h3>Company Overview</h3><p>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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis

Lead - Business Analyst

<h3>Job Description:</h3><p><strong>Quantitative Risk Analyst</strong></p><p>The <strong>Value</strong> You Deliver</p><p>As an Analyst within Fidelity Risk Group’s Quantitative Risk Analysis team, you will be working in a team-based, fast-paced environment. This role will expose you to the various facets of the financial services industry with a concentration in quantitative model validation and financial modeling, and develop your brand as a leader, mentor, and strategic thinker across Fidelity.</p><p>The<strong> Team</strong></p><p>The Quantitative Risk Analyst will work on a cross-functional team responsible for evaluating market, financial, and operational risks; validating quantitative models; assessing private and complex asset valuations; evaluating the effectiveness of risk management models and tools; communicating issues and findings to management; and devising solutions for continual business improvements. Key areas of focus include quantitative modeling, valuation and pricing, trade cost analysis, investment products, financial market events, and credit risk.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>MS in Finance, Mathematical Finance, or related field of study</li><li>2-4 years of relevant work experience</li></ul><ul><li>Strong problem solving, quantitative, and analytical abilities<ul><li>Demonstrated leadership abilities and idea generation</li><li>Ability to prioritize multiple tasks and manage workload</li><li>Strong proficiency with Bloomberg, Excel, and/or statistical software (e.g., R, Python, MATLAB, SQL)</li><li>Progress towards CFA or similar industry certification preferred</li><li>Strong written and verbal communication skills</li></ul></li></ul><p></p><p>The <strong>Purpose</strong> of Your Role</p><ul><li>Perform model validation across firm-wide business groups, including an assessment of model inputs, calculation methodology, outputs, and key assumptions</li><li>Assess exposure to financial risks, including counterparty, interest rate, and foreign exchange risks</li><li>Perform quantitative and qualitative analysis to evaluate portfolio risks, price complex securities, and analyze strategic allocations</li><li>Prepare presentations and written assessments to communicate observations and proposed improvements for business leaders and executives</li><li>Provide viable solutions to identified issues and collaborate with business leaders to implement them</li><li>Build deep working relationships with clients throughout Fidelity</li><li>Mentor and develop skills of Associate colleagues</li></ul><p></p><p>What will you receive from us?</p><ul><li>Ongoing training and personal development time to prepare you for long-term career growth and success</li><li>Ongoing coaching and feedback from your direct manager, including career development guidance</li><li>Access to cutting edge tools and technology</li><li>Opportunity to work in a team environment, with a culture of collaboration, partnership and sharing of ideas</li><li>Access to a variety of employee resource groups and volunteer opportunities within the local community</li><li>Networking opportunities with Fidelity leaders and colleagues across the organization and region</li><li>An array of competitive employee benefits, including tuition reimbursement and student loan assistance for eligible employees. To learn more about our employee benefits please visit: <a href="https://jobs.fidelity.com/our-culture/benefits/index.html" target="_blank">https://jobs.fidelity.com/our-culture/benefits/index.html</a> </li></ul>The base salary range for this position is $58,000-$91,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

1,031 Project Management / Professional Services Jobs