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<h2>Job Description:</h2>Searching for an experienced stock plan valuation professional interested in building a career in a team centric fast paced consulting environment!The TeamThe Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of compensation and benefits design, strategy, funding, communication and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.The Expertise You Have<ul><li>6-10+ years of experience in an equity compensation consulting firm</li><li>Significant equity valuation experience under ASC 718 and stock plan industry knowledge</li><li>A.S.A., F.S.A., E.A., C.E.P. and/or other applicable credentials preferred</li></ul>The Skills You Bring<ul><li>You are knowledgeable in equity program design, legislation, accounting and regulatory requirements (FAS/IAS/SEC/IRC)</li><li>You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels</li><li>You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships</li><li>You have strong critical thinking and problem-solving skills</li><li>You are a leader with self-motivation and determination to succeed</li><li>You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment</li><li>You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality</li></ul>The Value You Deliver<ul><li>Providing advice to Chief Financial Officers, Rewards leaders, and Finance/Compensation teams regarding their stock compensation programs and other rewards programs</li><li>Reviewing and leading a variety of recurring and one-time projects including ESPP financial reporting, ESPP design, equity award valuations (i.e., Monte-Carlo simulations for rTSR/TSR, profit interests, options, etc.) and assumption setting, Pay vs. Performance, equity/compensation program design, burn-rate/overhang benchmarking, peer group analysis, etc. </li><li>Independently lead technical accounting, disclosure, and valuation projects related to stock plans and provide project oversight for the team</li><li>Training associates and consultants to ensure continued development of the staff</li><li>Identifying process improvements and working with a team to prioritize and implement improvements to existing projects</li><li>Handling client budgets and setting expectations and client timelines. </li><li>Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed</li><li>Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients</li></ul>The base salary range for this position is $103,000-$218,000 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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. 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

Senior Consultant, Stock Plan Valuation

<h2>Job Description:</h2><h2>This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025. </h2><h2>Financial Representative</h2>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h2>The Expertise We're Looking For</h2><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Purpose of Your Role</h2>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h2>The Skills You Bring</h2><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h2>Our Investments in You</h2><h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h2><h2>The Value You Deliver</h2><ul><li>A key member of the team, you are offering support to Fidelity's most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Financial Representative - Ft. Myers, FL

<h2>Job Description:</h2><h2>The Role</h2>The Performance Delivery Practice (PD) leads the delivery of best-in-class service and support solutions to retirement plan sponsors, advisors, participants, and internal Fidelity associates. PD partners with customer-facing leaders across the Workplace Investing Service and Revenue organizations to help achieve prioritized business objectives. Modeled as an internal consultancy, PD strives to establish deep expertise and objective perspectives in all areas we serve. PD associates routinely gain exposure to a diverse set of business leaders and benefit from work assignments that vary across the Business. Unlike external consultancies, PD maintains ongoing relationships with our internal business partners, often extending our engagements to implement the recommendations we make. Complementing the team's interesting and impactful work portfolio is a high priority on the overall health and personal balance of our associates. As a Vice President, Team Lead in Performance Delivery, you will manage a portfolio of individual projects and initiatives while leading and coaching the work of others. You will partner with executive and senior leaders in our service and revenue organizations to deliver value across a broad portfolio, focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Performance Delivery employs a breadth of standards and best practices in strategic consulting, operating model assessment and design, business-oriented technology development, and new product deployment.The PD team attracts, develops, and retains premier talent passionate about process and technology and focused on delivering human-centered solutions. PD has a culture of ownership, autonomy, and strong partnerships in the Practice and across the Firm. Each team member plays an important role in building the team's bench strength, defining and deploying best practices, advancing diversity and inclusion, and supporting career development. And we all have a lot of fun doing it!<h2>The Expertise and Desired Qualifications You Bring</h2><ul><li>10-15 years experience leading and carrying out large/complex business improvements</li><li>Expertise in digital operating model design and/or redesign </li><li>Demonstrated work that delivered significant return on investment </li><li>Ability to teach others the craft of the PD team, utilizing industry best practices and standards </li><li>Consistent record of leadership, coaching, and getting work done through others</li><li>Outstanding record of professional achievement, shown through continuously expanded roles and responsibilities and consistent success</li><li>Process thinker, curious nature</li><li>Demonstrated skills for leading with analytical and conceptual problem solving and quantitative analysis </li><li>Show portfolio ownership and ability to bring others along in the journey</li><li>Ability to work effectively with and influence people at all levels in an organization</li><li>Expertise in leading rapid and successful operational improvements and/or rapid growth programs, across key strategic, revenue, and operational efforts</li><li>Bring diversity of thought, background and experience </li><li>Ability and desire to coach and mentor our team and develop our practice by enhancing our capabilities while exploring new and emerging services for us to offer</li><li>Ability to communicate complex ideas effectively, both verbally and in writing</li><li>Routinely using significant judgement on complex business problems</li></ul>The Center of Excellence TeamPerformance Delivery is a Center of Excellence responsible for developing and deploying leading practices and solutions within Fidelity Investments' Workplace Investing business unit. The experience gained and network developed while working cross-functionally build the team's capabilities and brand as corporate athletes, supporting Fidelity's commitment to our associates' career mobility.<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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. 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>.

Performance Delivery Vice President, Team Lead

<h2>Job Description:</h2>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect... In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience... <ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we're looking for... <ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRAThe base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h2>Certifications:</h2>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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Financial Services Representative - Oak Brook, IL

<h2>Job Description:</h2>The RoleThe ID Proofing squad has multiple responsibilities providing crucial fraud prevention capabilities to Fidelity. The first is to provide a standard, off-the-shelf suite of identity proofing services including ID Validation, Document Verification, and SSN Validation. The second is to support Fidelity business units adopting these services using web and mobile apps including technical integration support, risk threshold configuration, and customer UX design. The third is to provide vendor optionality by evaluating and deploying alternative solutions behind the services.You will own alignment on 'what' and 'when' work is performed through ongoing planning and prioritization of a product backlog and partnering with other product delivery leaders to influence broader strategic decisions, roadmaps and resource requirements. You will also set and refine the mission.We believe that diversity in background and experience will foster an inclusive and engaging work environment for our employees. This ultimately enables us to deliver a better product for our customers.Being technically proficient is only telling half the story. We believe that delivering the best possible solutions require a blend of leadership, human ingenuity and effective use of technology. While we value smart technologists, we are fanatics about our culture that promotes autonomy and leadership at all levels. People who are great cultural adds demonstrate curiosity to learn, are unafraid to try new ideas, step up and take the lead, take ownership of their projects, and thrive by sharing knowledge.The Expertise and Skills You Bring <ul><li>Leading technology teams delivering mission-critical customer-facing technology solutions in an agile environment</li><li>Leadership in problem solving, bridging business and technology teams, and effectively working with other leaders in a highly matrixed organization</li><li>Working across business units, development teams, and production support organizations</li><li>Experience working with and integrating technology vendors into software products</li><li>Prioritizing squad work using Agile practices and ceremonies for both strategic and maintenance workstreams</li><li>Ability to collaborate, negotiate, and engage with business counterparts to refine requirements</li><li>Product management acumen with the skills to create roadmaps, generate status reports, manage risk and security concerns, and ensure operational stability and availability of technology solutions</li><li>Strong innovation and solution skills to maximize squad capacity</li><li>Very strong collaboration, verbal, and written communication skills</li><li>Strong technology background in cloud technologies, AWS services, REST services, Java / Java frameworks, and enterprise messaging (Kafka preferred)</li><li>Foundation in software engineering - bachelor's degree + preferred, 7+ years' experience.</li><li>Experience with mobile-based applications is a plus</li><li>Experience with distributed, low-latency and datalake databases is a plus</li><li>Experience and comfort working in an agile environment (Scrum and Kanban)</li></ul>The TeamOur Corporate Technology Group's Fraud Technology team delivers best-in-class technology solutions for the Financial Intelligence Unit (FIU) within the Enterprise Cybersecurity group at Fidelity! The team is currently engaged in strategic initiatives focused on deploying cloud-native, modernized fraud solutions enabling business teams to rapidly prevent and detect fraud, conduct feature engineering, and provide an outstanding fraud operations experience.<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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. 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>.

Squad Leader, ID Proofing Squad

<h2>Job Description:</h2>The RoleThe FIU BU Engagement squad is responsible for providing a standard, off-the-shelf suite of customer fraud risk assessment services. These are services are used, in turn, by Fidelity business units to risk assess customer transactions in real-time. The squad will support BU adopters in multiple ways including technical integration support, enhancing the services to accommodate new use-case requirements, and providing guidance on responding to risk signals in the customer journey design.You will own alignment on 'what' and 'when' work is performed through ongoing planning and prioritization of a product backlog and partnering with other product delivery leaders to influence broader strategic decisions, roadmaps and resource requirements. You will also set and refine the mission.We believe that diversity in background and experience will foster an inclusive and engaging work environment for our employees. This ultimately enables us to deliver a better product for our customers.Being technically competent is only telling half the story. We believe that delivering the best possible solutions require a blend of leadership, human ingenuity and effective use of technology. While we value smart technologists, we are fanatics about our culture that promotes autonomy and leadership at all levels. People who are great cultural adds demonstrate curiosity to learn, are unafraid to try new ideas, step up and take the lead, take ownership of their projects, and thrive by sharing knowledge.The Expertise and Skills You Bring <ul><li>Proven experience with leading technology teams delivering mission-critical customer-facing technology solutions in an agile environment</li><li>Leadership in problem solving, bridging business and technology teams, and effectively working with other leaders in a highly matrixed organization</li><li>Experience working across business units, development teams, and production support organizations</li><li>Experience working with and integrating technology vendors into software products</li><li>Experience prioritizing squad work using Agile practices and ceremonies for both strategic and maintenance workstreams</li><li>Ability to effectively collaborate, negotiate, and engage with business counterparts to refine requirements</li><li>Product management acumen with the skills to create roadmaps, generate status reports, manage risk and security concerns, and ensure operational stability and availability of technology solutions</li><li>Strong innovation and solution-izing skills to maximize effective use of squad capacity</li><li>Very strong collaboration, verbal, and written communication skills</li><li>Strong technology background in cloud technologies, AWS services, REST services, Java / Java frameworks, and enterprise messaging (Kafka preferred)</li><li>A proven foundation in software engineering - bachelor's degree + preferred, 7+ years' experience.</li><li>Experience with financial services and money movement transactions is a plus</li><li>Experience with distributed, low-latency and datalake databases is a plus</li><li>Experience and comfort working in an agile environment (Scrum and Kanban)</li></ul>The TeamOur Corporate Technology Group's Fraud Technology team delivers best-in-class technology solutions for the Financial Intelligence Unit (FIU) within the Enterprise Cybersecurity group at Fidelity! The team is currently engaged in strategic initiatives focused on deploying cloud-native, modernized fraud solutions enabling business teams to rapidly prevent and detect fraud, conduct feature engineering, and provide a superior fraud operations experience.<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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. 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>.

Squad Leader, FIU Workstation Squad

<h2>Job Description:</h2>The RoleAs a member of the Vendor Administration Team, you play a key role in efficiently maintaining and leading all aspects of market data expenses and provide oversight for market data and research vendors. This role and team provide high-level administration of market data inventory, reconcile, and process vendor invoices; investigate and resolve discrepancies, daily processing of user and service requests, and ad hoc reporting requests. While the area of focus is on inventory management you will also build positive relationships with internal business partners across Fidelity, work with your peers, corporate accounts payable, finance, and participate in internal and external audit reviews, and various cross team initiatives.The Expertise and Skills You Bring <ul><li>BA/BS; 3 - 5 years market data industry experience and/or financial services experience is a plus</li><li>Understand the concept of accrual methodologies and accounting principles</li><li>Experience balancing general ledgers and cost center expenses</li><li>Prepare and communicate purchase orders funding requests and vendor set-up forms</li><li>Exceptional accuracy and attention to detail; with the ability to understand and meet quality control standards, detect errors, and take corrective action</li><li>Strong written and verbal communication, with the ability to communicate with confidence, share ideas, strong organizational skills and able to prioritize tasks</li><li>Innovative and creative approach to understanding and implementing complex concepts and data</li><li>Ability to effectively respond to dynamically changing work environments</li><li>Database Management experience using Workday, inventory databases or data tracking systems where expenses, users or services are stored (ex. invoice payment/expense tracking systems)</li><li>Advance excel experience with exporting data, use of pivot tables and sophisticated formulas (v-lookups, h-lookups, pivots, embedding functions). Tactical use of excel for data reconciliations.</li><li>Critical thinking skills with the ability to problem solve, work independently to manage vendors, and use data to analyze and draw meaningful conclusions (analytical skills)</li></ul>The TeamResearch &amp; Market Data Administration provides high-quality, oversight of enterprise market data across Fidelity. The team's primary goal is to ensure the market data inventory Management database (FITS) is accurate, that invoices, and service access requests are processed in good order, and that financial data is accurately maintained and distributed to all business partners.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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. 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>.

Vendor Analyst

<h2>Job Description:</h2><h2>Central Relationship Manager</h2>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand OaksWe have an exciting opportunity for a remote, licensed Central Relationship Manager in the Greater Los Angeles, CA Metro area! While you will work from home, you must reside near the Greater Los Angeles, CA area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely<h2>The Purpose of Your Role</h2>This Central Relationship Manager position calls for positive energy and persistent drive! You will focus on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with clients.<h2>The Expertise We're Looking For</h2><ul><li>1-3 years of experience in financial services (outbound calling experience preferred)</li><li>Related customer engagement experience desired</li><li>Series 7 required</li><li>Series 63 and 65 or Series 66 licensed or ability to acquire upon hire</li></ul><h2>The Skills You Bring</h2><ul><li>Confidence with making outbound telephone calls to clients with various asset levels</li><li>Excellent communication and interpersonal skills with clients, peers, and business partners</li><li>Your ability to succeed in a fast-paced environment</li><li>An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets</li></ul><h2>The Value You Deliver</h2><ul><li>You are essential to the Fidelity relationship strategy!</li><li>Deepening client relationships through long term guidance</li><li>Collaborating with internal business partners to help build long lasting, meaningful relationships with clients</li></ul><h2>Our Investments in You</h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. 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>.

Central Relationship Manager - Greater Los Angeles, CA Area

<h2>Job Description:</h2>This position will partner with our San Francisco, North Bay and East Bay branches.The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.The Expertise We're Looking For<ul><li>Series 7, 63, 65, 66 required prior to hire</li><li>Insurance licenses must be obtained within 6 months of hire</li><li>Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</li><li>A sound understanding of the Broker/Dealer and RIA marketplace</li><li>Bachelor's Degree required</li></ul>The Purpose of Your RoleThis is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.The Skills You Bring<ul><li>Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul>The Value You Deliver<ul><li>You are helping families grow and protect their assets by:</li><li>Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>Developing a comprehensive wealth and financial plan intended to organize the client's finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul>How Your Work Impacts the OrganizationPrivate Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h2>Certifications:</h2>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. 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, Wealth Management Advisor - North and East Bay Area

<h2>Job Description:</h2>The RoleIs it time to explore new challenges in your career? We're looking for a highly engaged, enthusiastic leader to join our Fidelity Fund and Investment Operations (FFIO) team. As the Head of FFIO Performance, Analytics and Digital Operations, you will provide strategic leadership for several key functions within a large-scale operations environment. This role blends driving a digital operations strategy combined with execution. You will work in close partnership with business and technology teams across our own business unit as well as across the firm. You will be an integral member of the senior leadership team comprised of Fund Operations, Global Middle Office, Risk/Compliance, Information Technology, Finance, and Human Resources. You will be instrumental in leading the continued effort within FFIO to leverage automation and drive scale. This role is responsible for developing and driving both short and long-term strategic solutions across Fidelity.Responsibilities include:<ul><li>Lead the Performance, Attribution, and Policy Disclosure operations teams supporting the investment teams, clients, marketing and oversight groups in understanding and responding to performance trends by delivering in-depth independent performance and attribution analysis and regulatory reporting.</li><li>Lead an operations strategy and performance delivery team responsible for developing and implementing strategies to improve the efficiency and effectiveness of the operations.</li><li>Developing and implementing operational improvement initiatives: This may involve identifying opportunities to streamline processes, reduce costs, and improve quality.</li><li>Provide decision support for the senior team using business intelligence &amp; analytics including developing and reporting on operating performance metrics</li><li>Provide automation and other low or no code solutions to support efficiency and create adaptive governance to manage the risk working in close partnership with technology and risk teams</li><li>Manage a large scale multi year operations workflow initiative</li><li>Develop staff to ensure the delivery of quality, consultative expertise and accountability. Regularly review talent to ensure succession, continued development, and strategic skills are aligned with current and evolving business needs.</li><li>Align and communicate key messages from the senior leadership team to all audiences which include associates and business partners in a respectful and transparent manner. Influence with professional networks as a trusted Brand Ambassador, ensuring FFIO's place as a key talent destination now and in the future.</li></ul>The Expertise and Skills You Bring<ul><li>A demonstrated collaborative approach to working with other leaders and the ability to work across all levels of an organization</li><li>Deep desire to continuously learn, implement new techniques, and deliver on innovative ways of performing business functions for greater efficiencies coupled with industry leading customer and client service</li><li>Fifteen or more years broad financial services operations experience</li><li>Fifteen or more years operations leadership experience with increasing responsibility</li><li>Global operations experience preferred</li><li>Bachelor's degree required; MBA or other advanced degree preferred</li><li>Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside the organization</li><li>Change agent, driven by a passion for continued transformation of a complex operating environment, including process re-engineering</li><li>Excellent communication skills and executive presence</li><li>Strong budget management skills and overall financial acumen for both FFIO and in best interest of Fidelity</li><li>Demonstrated ability to effectively manage through large scale change including knowledge of enterprise platforms for seamless execution</li><li>Willingness to take calculate fact-based risks and support risks taken by FFIO leadership team members</li><li>The ability to coach, mentor, and empower others to deliver on our vision, commitments, and goals while providing an inclusive and positive team environment.</li></ul>The TeamAs part of the FFIO Leadership team, this role reports directly to the Head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the Head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, Texas, as well as global presence in Ireland, Hong Kong, and India.<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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. 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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