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<h2>Job Description:</h2>The RoleAs a Senior Accountant, you will be a key member of the Fidelity Investments Life Insurance ("FILI") accounting team. You will be responsible for supporting month-end close activities. In addition, you will assist in preparing quarterly regulatory filings and annual financial statements.<ul><li>Preparing journal entries, account reconciliations and management reporting schedules for the monthly and quarterly financial close;</li><li>Responsible for variance analysis to support reviews of financial results;</li><li>Collaborating with business partners to ensure accurate accounting and reporting;</li><li>Documenting intercompany and related party transactions;</li><li>Preparing audited financial statements and quarterly/annual regulatory filings;</li><li>Supporting the external audit process including preparing requested schedules; and</li><li>Streamlining processes and enhancing controls to improve efficiency of reporting.</li></ul>The Expertise and The Skills You Bring<ul><li>A Bachelor's degree in Accounting, CPA preferred</li><li>Minimum of three years' experience in the Financial Services industry preferred but not required</li><li>Solid understanding of accounting principles and internal controls and experience preparing financial statements and related disclosures</li><li>Ability to multi-task and work under pressure to meet deadlines</li><li>Excellent written and verbal communication skills with the ability to interact effectively and confidently with all levels of management and business partners</li><li>Strong organizational skills with the ability to work independently </li><li>Knowledge of financial systems and dynamic reporting tools (i.e., Oracle and Free Form Planning reporting tools) and are proficient in Excel</li></ul>The TeamWe play a key role ensuring that financial transactions are recorded accurately for financial reporting and protecting the firm's assets through our work in financial accounting, internal controls, and legal entity reporting. FILI, who is part of Fidelity's Enterprise Services organization, provides annuity and insurance products that enable our customers to address their financial needs.<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 Accountant

<h2>Job Description:</h2>As the Head of Technology for Fidelity Insurance (Fidelity Life Insurance Company and Soteria Reinsurance Ltd.) you will play a pivotal role in defining the technology vision, strategy, and execution to drive innovation, efficiency, and competitive advantage within the organization. You will oversee all technical aspects of the company, ensuring that the technology infrastructure and platforms are aligned with business goals, regulatory requirements, and customer needs. You will be responsible for leading technology development, digital transformation, data management, and cybersecurity initiatives while enhancing operational efficiencies and customer experience.Technology Strategy &amp; Vision:<ul><li>Develop and implement a comprehensive technology strategy that aligns with the company's overall vision and business objectives.</li><li>Identify and evaluate emerging technologies and trends within the insurance industry to ensure the company remains competitive and innovative.</li><li>Lead digital transformation efforts to modernize systems and processes, improve customer engagement, and increase operational efficiency.</li></ul>Leadership &amp; Management:<ul><li>Lead and mentor the IT/engineering teams, fostering a culture of innovation, collaboration, and continuous improvement.</li><li>Develop and manage a high-performing team responsible for application development, infrastructure management, data analytics, and security.</li><li>Ensure effective communication between the technology department and other business units to align IT initiatives with business goals.</li></ul>System &amp; Platform Management:<ul><li>Oversee the design, development, and implementation of the company's technology platforms, including policy administration systems, underwriting tools, claims processing systems, CRM, and other core applications.</li><li>Ensure seamless integration of third-party systems and SaaS products that support the business.</li><li>Continuously evaluate and optimize system performance, scalability, and reliability to meet the growing needs of the company.</li></ul>Data Strategy &amp; Analytics:<ul><li>Develop a data strategy to harness the power of data analytics for better risk assessment, underwriting, claims management, and customer insights.</li><li>Implement data governance, ensuring compliance with all regulatory requirements.</li><li>Oversee the development of predictive models, AI/ML capabilities, and automation to drive efficiencies and business growth.</li></ul>Cybersecurity &amp; Risk Management:<ul><li>Ensure the security of the company's digital assets, customer data, and proprietary information by developing and implementing a robust cybersecurity framework.</li><li>Collaborate with legal and compliance teams to ensure all technology solutions adhere to regulatory requirements, including GDPR, HIPAA, and industry-specific insurance regulations.</li><li>Lead the development of disaster recovery and business continuity plans.</li></ul>Budgeting &amp; Resource Management:<ul><li>Manage the technology budget, ensuring efficient allocation of resources for software, hardware, infrastructure, and personnel.</li><li>Evaluate and select appropriate vendors and service providers to support technology operations and strategic initiatives.</li></ul>Customer-Centric Innovation:<ul><li>Champion the development of innovative products and services that enhance customer experience, from policy purchase through claims management.</li><li>Work closely with the product development, marketing, and customer service teams to leverage technology to improve customer touchpoints and interactions.</li></ul>Regulatory Compliance &amp; Insurance Industry Standards:<ul><li>Ensure that all technology processes and systems comply with relevant insurance industry regulations and standards.</li><li>Maintain an understanding of state, federal, and international regulations that impact the insurance industry and ensure technology practices adhere to those requirements.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree in Computer Science, Information Technology, or related field (Master's preferred).</li><li>Minimum of 15 years of experience in technology leadership roles, preferably within the insurance or financial services industry.</li><li>Strong experience in digital transformation, large-scale system implementation, and infrastructure management.</li><li>Proven track record in leading IT teams, delivering complex technology solutions, and implementing cybersecurity best practices.</li><li>Deep knowledge of insurance technology systems, including policy administration, underwriting, and claims processing platforms.</li><li>Expertise in data analytics, artificial intelligence, and machine learning applications within insurance.</li><li>Strong understanding of regulatory frameworks relevant to the insurance industry.</li><li>Excellent communication and leadership skills, with the ability to engage and influence stakeholders at all levels.</li></ul><h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. 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>.

Head of Technology, Fidelity Insurance

<h2>Job Description:</h2><h2>Investment Consultant</h2>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.<h2>The Purpose of Your Role</h2>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.<h2>The Expertise We're Looking For</h2><ul><li>Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h2>The Skills You Bring</h2><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h2>Our Investments in You</h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h2>The Value You Deliver</h2>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. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 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 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>.

Investment Consultant - Naperville, IL

<h2>Job Description:</h2>The RoleThe Regional Advisor Consultant provides industry expertise and advisory platform sales support to Fidelity Institutional clients. In this role you will provide dedicated managed account platform expertise to our intermediary clients and will be responsible for driving advisory platform adoption across our customer base. The Expertise and Skills You Bring <ul><li>Bachelor's degree required; MBA preferred</li><li>CFP, CIMA preferred</li><li>Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)</li><li>Familiarity with clearing and custody services</li><li>Minimum five years experience working with advisors and wealth managers in platform consulting and/or sales required</li></ul><ul><li>You are passionate about wealth management and advisory solutions and are obsessed with delivering superior client experience and have the expertise on the breadth of investment capabilities, programs, and supporting tools and services available to advisors</li><li>You will develop and maintain territory management business plans and travel 50-75% of the time</li></ul><ul><li>You deliver value to our customers by effectively sharing your dedicated subject matter expertise and best practice guidance on the entire suite of advisory platform capabilities</li><li>You are motivated by success as measured by platform adoption statistics (proposal volume, platform sales, successful introduction of various platform offerings) and are energized by challenges associated with introducing new advisory solution to the marketplace</li><li>Series 7, 63, 65/66 required</li></ul>The TeamThe role is a key member of the Fidelity Institutional Managed Accounts distribution team. which mission is to promote the adoption of the new Fidelity Managed Account Exchange (FMAX) across our intermediary customer base. You will provide point-of-contact sales support to participating intermediaries within your assigned territory. The role is the 'face' of our advisory platform offering to our intermediary customers. You will provide expertise to assist the intermediaries in their knowledge of the advisory platform capabilities and their successful adoption of it as the key utility they rely on to provide fee-based advisory solutions to their customers. <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>.

Regional Advisor Consultant

<h2>Job Description:</h2><h2>Financial Consultant</h2>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h2>The Purpose of Your Role</h2>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h2>The Expertise We're Looking For</h2><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Skills You Bring</h2><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h2>Our Investments in You</h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h2>The Value You Deliver</h2><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h2>Certifications:</h2>Series 07 - FINRA, Series 63 - 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 Consultant - Naperville, IL

<h2>Job Description:</h2><h1>Principal Oracle PL/SQL Developer </h1><h1>The Role</h1>Strategic Advisors Technology (SAT) is looking for Principal Software Engineer that specializes in database technologies. We are looking for individuals who continually strive to advance engineering excellence and technology innovation and have the ability to lead other members on the team.This is a hybrid role with 5 days onsite every other week and available only in Boston, MA, Merrimack, NH, or Smithfield, RI. <h1>The Expertise and Skills You Bring</h1><ul><li>Minimum 10+ years demonstrated professional experience.</li><li>Expertise writing Oracle SQL and PL/SQL code, performing data analysis, data modelling, designing and implementation of data APIs and performance tuning.</li><li>Understanding of fundamental design principles for building a scalable application</li><li>Experience writing and maintaining batch jobs with technologies like ETL/Informatica and Autosys</li><li>Experience following ATDD (acceptance test driven development) and writing automated tests for database code.</li><li>Experience with cloud technologies: Snowflake, S3</li><li>Solid grasp on how mid-tier technologies like Java, messaging technologies, web container interact with data.</li><li>Strive towards writing clean, testable, readable, easily maintainable, and performant code.</li><li>Experience with client side tech stack: HTML, CSS/SCSS, JavaScript, and Angular is a bonus.</li><li>Comfortable working in an Agile software delivery environment, with exposure to continuous integration and continuous delivery tools.</li><li>Ability to translate storyboards and use cases into applications that give Fidelity a strategic edge with critical thinking and strong problem solving abilities.</li><li>Understanding of CI / CD processes &amp; tools and are enthusiastic about delivering high quality software.</li><li>Providing leadership guidance, mentorship to empower team members to their optimum performance levels and career potential.</li></ul><h1>The Team</h1>Strategic Advisors Technology (SAT) is seeking an initiative-taking Software Engineer to join our Managed Accounts (MA) Team. This role will focus on developing new functionalities and supporting existing applications, partnering very closely with Strategic Advisor's Investment teams to deliver innovative and cost-effective solutions.<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>.

Principal Oracle PL/SQL Developer

<h2>Job Description:</h2>The Role As the Director, Associate Technology Success Manager you will be responsible for ensuring optimal technology experiences, utilization, and support for associates within Fidelity Wealth Management. This role combines technical expertise with business engagement practices, serving as a liaison between the associate, support teams and product teams across Fidelity. Utilizing input from over 7,000 client-facing associates and their leadership teams, you will enhance technology usage and experiences by navigating the IT organizations, coordinating support, recommending solutions to problems. You will establish deep relationships, assess the current state, and co-create strategic plans with resources in Brokerage and Wealth Product areas that ensure improved support and training of our associates' technology. You will also establish ongoing support, resources, communications and govern accountability to plans. This role requires a blend of strong technical knowledge with excellent communication/relationship management skills and a proactive approach to problem solving.The Skills You Bring<ul><li>Bachelor's degree Computer Science or equivalent experience preferred.</li><li>Experience in the financial services industry, including a strong understanding of financial services workplace and retail environment a plus.</li><li>10+ years hands on experience in end user computing technologies including laptops, monitors, peripheral devices, networking, system software, local and web-based applications, phones and contact center technology. </li><li>10+ years demonstrated experience with on premises and cloud infrastructure (Server, Storage, Database, WAN, LAN) </li><li>10+ years demonstrated experience in software development for business applications, SaaS software or custom software development and APIs interlinking 3rd part applications.</li><li>Proven experience with large-scale web applications end-to-end, with a focus on Customer Experience, Operational Excellence, Security, Reliability and Performance Efficiency.</li><li>10+ years of experience in infrastructure and applications support including 5+ years experience with monitoring and observability tools such as NextThink, DataDog, Catchpoint, and Splunk.</li><li>Deep knowledge in chaos engineering tools and frameworks, along with performance testing methodologies, tools, and frameworks, to guide improvements in platforms / experiences. </li><li>Practical experience in functional and regression testing. End user compute and web based application testing a plus.</li><li>Proven understanding of the IT development process including planning, analysis, design, coding, system and user testing, and problem resolution</li><li>Technology risk management familiarity including IT controls, Disaster Recovery and Business Continuity. Evidence of risk planning, disaster recovery and business continuity testing a plus. </li><li>Fierce intellectual curiosity and passion around a culture of continuous improvement.</li><li>Expert collaborator and integrator and facilitate resourcefulness with the team to generate timely solutions that address known challenges and anticipated roadblocks to accelerating delivery.</li><li>Demonstrated ability to understand and navigate organizational complexity to accelerate progress.</li><li>Excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels.</li><li>Proven ability to develop and influence business strategy, operational support and build solutions to support the associate experience, through effective collaboration with business and product partners.</li></ul>The Value You Deliver<ul><li>Working collaboratively with the team, Business Partners, and associates to solidify strategic partnerships and ensure that the operational needs of Wealth Management are represented.</li><li>Distilling the complex into a clear, compelling narrative with artifacts to provide clarity to product partners and associates alike.</li><li>Identifying top priorities of the Associate Digital Technology--both immediate and next Gen-- and partnering with leaders inside/outside of the organization to design, deliver and support solutions.</li><li>Driving consistency in the methods that are utilized to enhance and transform our digital experiences--centered on both the associates and client experience--resulting in simplicity, speed, scale, and resiliency.</li><li>Enabling Wealth to simplify onboarding, expanding and retaining skills, creating efficiencies and driving speed to performance for our associates while providing a best-in-class associate experience.</li><li>Designing and leading operational governance and engagement process that will ensure the Wealth organization has a strong and clear voice in the prioritization of technology operation efforts, while creating clear accountabilities and stronger partnerships.</li><li>Ensuring overall digital operations remains focused on data driven insights based on feedback from the field, and delivery of a best-in-class associate experience.</li></ul><h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. 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>.

Director, Systems Services and Support

<h2>Job Description:</h2>As a Consultant, Business Analyst you will be a key member of the Participant Solutions squad in the TEM Product and Strategy Product Area. With the Squad Leader, you will provide effective product leadership and management of the product backlog with a focus on communication, risk mitigation, quality assurance, effective delivery and building trusting relationships. You will work closely with a team of cross-functional, multi-disciplinary, and dedicated squad members responsible for delivering specific business goals.<h2>Expertise You Have</h2><ul><li>Ability to prioritize iterative product releases leading to a successful customer experience</li><li>Proficiency in various business analysis methodologies, including data analysis, uses case development, story writing, and user acceptance testing and product documentation.</li><li>Proficiency in communication both written and verbal</li><li>Experience in working with tax exempt plan types (401K, 403b, 457 etc.)</li><li>Agile mentality: experience with Jira or similar Agile backlog management tool preferred</li></ul><h2>Skills You Bring</h2><ul><li>Outstanding listening, communication, and facilitation skills</li><li>Strong negotiation and conflict resolution skills</li><li>Proven time management and organizational skills; able to balance multiple competing priorities</li><li>Excellent critical thinking, analytical and problem-solving skills</li><li>Ability to clearly articulate product vision and features</li><li>Ability to participate in technical discussions, help make technical trade-offs, and set criteria for Minimum Viable Product (MVP)</li><li>Innovative thinking and thoughtful risk taking to get the work done better and faster</li><li>Negotiation, influencing and enterprise navigation capabilities</li><li>Strong consulting orientation with a demonstrated ability to establish relationships</li></ul><h2>Value you Deliver</h2><ul><li>Foster teamwork and a spirit of collaboration among team members and business partners while conveying a sense of urgency and responsiveness to meet business needs</li><li>Proactively resolve barriers and issues that inhibit short and long-term goals</li><li>Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives</li><li>Participate in defining product vision, roadmap and growth opportunities</li><li>Backlog management and prioritization</li><li>Navigate multiple Fidelity Business Units to represent the TEM client and business needs</li><li>Identify business needs and improvement opportunities; develop use cases and propose solutions</li><li>Actively manage partner expectations and maintain strong communication throughout each release</li><li>Establish and facilitate meetings to include demos of sprint deliverables and impact analysis results</li><li>Participate in organizational readiness activities, addressing obstacles and opportunities related to product delivery</li><li>Convey business value of initiatives to squad team members including QA and Development resources</li><li>Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion</li></ul><h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. 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>.

Consultant, TEM Product and Strategy

<h2>Job Description:</h2>Job Title: Manager, Risk Intelligence The RoleAre you an inquisitive, hard-working team member focused on driving operational improvements through innovation, new skills/capabilities, and critical initiatives? The Risk Intelligence Manager is a meaningful role that will partner to improve and establish controls and participate in daily operational activities focused on fraud and other significant events impacting our clients. The Manager will demonstrate analytical and problem-solving abilities to identify servicing issues requiring research, correction, and strategic recommendations to help prevent recurrence in the future. This will include daily monitoring of transactions, account activities, and customer behaviors. The Expertise and Skills You Bring<ul><li> Bachelor's degree required</li><li>5+ years proven experience in banking or financial investments</li><li>Preferred; experience processing or analyzing data in Fidelity Workplace Investing systems and tools or fraud prevention, audit, risk or quality management experience</li><li>Well versed in data analytics and tools (e.g., Excel, PowerPoint, Tableau)</li><li>Ability to recommend process improvements based on operational reviews and data-driven insights</li><li>Uses analytical skills to identify trends and operational patterns or issues</li><li>Strategic in analysis and presentation of results</li><li>Ability to facilitate meetings with various audiences to influence decisions and document outcomes</li><li>Highly motivated, self-starter, with the ability to work on multiple tasks and handle shifting priorities</li><li>Ability to understand sophisticated operations and processes</li></ul>The TeamThe Anomaly Prevention &amp; Detection team was recently formed to safeguard the integrity and trust of our organization by proactively identifying, mitigating, and preventing fraud and other impactful risks through innovation, data-driven insights, and ethical practices. Our primary work products include process evaluation, data analysis, daily monitoring, and solution implementation with the intent of uncovering and addressing potential, and existing, fraudulent activity. Our goals include flexible and quick response to operational concerns and insertion of controls and capabilities to prevent them from reoccurring. We strive to build a secure environment where customers, employees, and partners can thrive, ensuring compliance and preserving our reputation.<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>.

Manager, Risk Intelligence

<h2>Job Description:</h2>The RoleThe Director, Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.The Expertise You Have<ul><li>We require associate in this role to hold Series 7 &amp; 63 licenses.</li><li>We prefer associates to have 3-5+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li></ul>The Skills You Bring<ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li></ul>The Value You Deliver<ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships.</li><li>We are responsible for building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client's 'trusted advisor'.</li><li>Building client relationship to the highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes detailed plans and preparations for client meetings.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Responsible for analyzing investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Building and developing strong working relationships.</li></ul>The Team Focusing on understanding and responding to clients. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.<h2>Certifications:</h2>Series 07 - FINRA, Series 63 - 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>.

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