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<h3>Job Description:</h3>Job Description<h3>Consultant, Fidelity Consulting </h3>The Role As a Consultant, you will partner to drive projects that seek to tackle Fidelity’s most pressing business challenges. The Consultant works on an all-star team in support of Fidelity’s business challenges and emerging initiatives You will: contribute and deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation.The Expertise &amp; Skills you ring<ul><li>You hold a bachelor’s degree</li><li>You have 3-5 years of work experience; prior management consulting, strategy, financial services or similar experience preferred</li><li>Experience with team project work, general management, and/or analytics and conceptual problem solving</li><li>Analytically minded with strong written and verbal communication skills</li><li>The expert ability to create business insights</li><li>You are a measured, focused and results driven individual and an ambitious team player</li><li>You have strong research and analytical skills, including the ability to synthesize findings and develop practical, concrete recommendations</li><li>You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations</li><li>Tenacious attitude and intellectual curiosity</li><li>You have strong attention to detail and comfort with ambiguity</li><li>You are confident and strive for continuous self-improvement</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.<h3>Certifications:</h3><h3>Category:</h3>ConsultingMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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 Investments

Consultant, Fidelity Consulting

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><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><h3>The Skills You Bring</h3><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><h3>Our Investments in You</h3>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!<h3>The Value You Deliver</h3>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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Redmond, WA

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><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><h3>The Skills You Bring</h3><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><h3>Our Investments in You</h3>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!<h3>The Value You Deliver</h3>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.<h3>Certifications:</h3>Insurance License - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Investment Consultant - Overland Park, KS

<h3>Job Description:</h3>Chapter Leader, Fidelity Health Digital TechnologyThe RoleThe Chapter Leader, Fidelity Health Digital Technology is responsible for leading across all Fidelity Health’s products as a trusted advisor, providing direction and guidance on all aspects of the Digital technology delivery. Working with business stakeholders, executive leadership and agile development teams, you will lead a team of chapters leaders in the delivery of technology projects, engineering best practices and defining a digital strategy to meet the business vision. This is a blended role, requiring a combination of leadership, mentoring skills alongside deep technical expertise.The Expertise and Skills You Bring <ul><li>Bachelor’s or master’s degree in a technology-related field (e.g. Engineering, Computer Software, etc.)</li><li>10+ years of software development experience with increasing leadership responsibilities</li><li>Ability to define a digital technology vision, strategy and solutions to align with business priorities.</li><li>Strong business insight and ability to recommend technical solutions to achieve desired business outcome</li><li>General knowledge of the Healthcare industry is a plus</li><li>Exceptional communication skills with the ability to convey technical ideas clearly to both technical and non-technical audiences.</li><li>Strong interpersonal skills with a collaborative mindset to work seamlessly across organizational boundaries.</li><li>You exhibit strong cross-functional leadership and collaboration skills to navigate a matrixed environment with a range of priorities and perspectives</li><li>You are comfortable leading, advising, and empowering team leaders and members</li><li>You lead leaders in all aspects of performance management, goal setting, coaching, development, and engagement</li><li>You are skilled at running a highly diverse, non-co-located agile organization</li><li>Your knowledge of web/mobile architecture, trends, and emerging technologies supports your desire to experiment and work with the latest technologies</li><li>You understand the end-to-end development lifecycle and have proven results implementing DevOps, Automated Testing and Continuous Delivery practices across Web and Mobile frameworks and languages such as Swift, Kotlin, Angular, and Java</li></ul>The TeamOur team builds outstanding digital experiences for Fidelity Health customers. We focus on crafting rich and compelling experiences using the best application design guidelines by way of robust tooling to provide healthcare benefits and management. We work in a collaborative, fast-paced environment and are committed to advancing a digital strategy to the delight of our customers.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. This does not apply to roles listed as Remote or Onsite.Company OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Chapter Leader, Fidelity Health Digital Technology

<h3>Job Description:</h3>Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!The 10-week Fidelity Intern Program (we lovingly call it our FIDTERN Program) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… <ul><li>Find Your Purpose – as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. </li><li>Never a Dull Moment – Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. </li><li>Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. </li></ul>Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.The Expertise We’re Looking For <ul><li>Undergraduate students in your junior year of college</li><li>Interest in investing and wealth management</li><li>Experience in customer service, retail, sales or banking</li><li>Leadership experience and involvement in student organizations</li></ul>The Purpose of Your RoleAs Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.The Skills You Bring<ul><li>Your professional demeanor &amp; collaborative problem-solving skills</li><li>Basic understanding of the current market, economy and economic trends</li><li>Ability to promote customer loyalty while providing an extraordinary customer experience</li></ul>The Value You Deliver As one of the first points of contacts in the branch:<ul><li>You assist financial professionals with providing a full range of investment products and services</li><li>You collaborate with team members to bring a fresh perspective to help solve business challenges</li><li>You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry </li><li>By identifying new opportunities for enhancements, you help think about our business and our customers in a different way</li></ul>Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.PI26INT<h3>Certifications:</h3><h3>Category:</h3>AdministrationMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Intern, Investor Center - Columbus, OH

<h3>Job Description:</h3>The RoleAs a Senior Vice President, Business Development you will focus on selling Fidelity’s solutions and products to defined benefit plans, non-Fidelity record kept defined contribution plans, balance sheet assets and other institutional solutions to mid-market clients, defined as having retirement assets under $1.4B. This role will also work with public plans under $500M in retirement assets. As a key member of the professional staff, this individual will develop and implement a coherent, regionally focused business development plan and will be charged with raising significant amounts of new investment assets from institutional clients. Fidelity Institutional is dedicated to the institutional marketplace. This organization is a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income, global asset allocation and alternatives.Location: In Southeast TerritoryThe Expertise and Skills You Bring<ul><li>Bachelor’s Degree required, MBA desired.</li><li>CFA strongly desired.</li><li>Series 7 and 63 (or equivalent)</li><li>Strong knowledge of U.S. and international capital markets, as well as Fidelity domestic and international investment subject areas in the equity and fixed income products areas.</li><li>Defined benefit experience. Familiarity with LDI and risk management solutions.</li><li>Experience selling target date solutions</li><li>Experience selling alternative investments</li><li>Proven success covering Institutions is strongly preferred.</li><li>15 plus years or greater experience in the financial and investment management industry, with a history of successfully leading multiple client relationships for a portion of that time. Asset management client relationship experience preferred.</li><li>Proven ability to build and execute. At least ten years of institutional sales/distribution experience working with institutional clients and their consultants.</li><li>Proficient and successful in selling multi-asset class investment solutions</li><li>Excellent presentation and communication skills needed to present, deliver and articulate the Firm’s positioning and development of existing and new products (FIAM and FMR investment products).</li><li>Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner.</li><li>Strong consultative, relationship-based selling skills.</li><li>Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets.</li><li>Outstanding collaboration skills, ability to work appropriately with portfolio managers, trading, research and fellow sales and consultant relations professionals to position and sell the full range of investment solutions for institutional clients.</li><li>Proven ability to work across a complex organizational culture</li><li>Self-motivated, driven individual who will find value-added ways to engage with CFO/Treasurers</li><li>In conjunction with the Workplace investing relationship lead, expand new defined benefit business opportunities within the prospect base</li><li>Excellent communication skills working with various groups within the Fidelity organization</li><li>Identify new institutional client prospects, speaking engagements at conferences and raising, appropriately, the visibility of the Firm.</li><li>Must be proactive and have excellent communication and presentation skills.</li><li>Excellent interpersonal, problem solving, influencing, and consultative skills.</li><li>Excellent organizational skills follow through and ability to prioritize.</li><li>Strong leadership and team building skills.</li><li>Passion for financial markets, investment process and provision of effective investment solutions.</li><li>Develop relationships with investment consultant and advisor community</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamA key aspect of this role is the ability to engage sophisticated institutional clients to discuss a variety of investment solutions. This individual will need to be self-motivated and able to collaborate with internal partners to drive sales with institutions. The associate will regularly partner with our investment teams, both in presenting to clients, but also in order to gain expertise to represent our solutions appropriately in their territory. Located in the Southeast this position offers the opportunity to represent Fidelity's institutional investment capabilities to a broad array of complex clients.<h3>Certifications:</h3><h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

SVP - Institutional Sales, Mid-Market(Southeast Territory)

<h3>Job Description:</h3>Principal Cloud Engineer (Security Platform - Certificate Management)As a Principal Cloud Engineer within Security Platforms with deep expertise in Software Development, you will help develop the next generation Security Platform providing critical data security to Fidelity’s vast business applications. You will design and implement solutions to improve automation, monitoring, and instrumentation for the management and security of Public Key Infrastructure (PKI) at Fidelity. This role will offer a great opportunity to participate in a team at the center of encryption by creating and developing of PKI. You will work with multiple teams, leading technology, and be part of an exciting team of Platform Security experts involved in ground breaking Cybersecurity work and crypto agility. What you will do<ul><li>Lead the development, and deployment of applications built using Java and GoLang (Python is a plus).</li><li>Deliver on next-gen Certificate Management / Public Key Infrastructure (PKI) systems.</li><li>Drive automation and build CI / CD pipelines.</li><li>Implement monitoring and observability to support application telemetry and metrics.</li><li>Partner with other developers to manage code repositories, code security, and lifecycle.</li><li>Conduct code reviews, threat modeling, and security audits to identify and mitigate vulnerabilities.</li><li>Develop with security in mind.</li><li>Provide hands-on operational support to the Certificate Management team as needed.</li><li>Mentor/Coach and guide a team of developers, fostering a culture of secure coding practices and technical excellence.</li><li>Stay current with advancements in PKI, Software Engineering frameworks, and cybersecurity threats. </li></ul>The Expertise and Skills You Bring<ul><li>7+ years of experience in software development, with at least 3 years in a technical leadership role.</li><li>7+ years of experience in a distributed IT Engineering and/or support function.</li><li>Strong proficiency in Java and GoLang (Python a plus)</li><li>DevOps experience and a strong understanding of release management including CI/CD pipeline creation and automation (git/Jenkins/Python/CloudFormation/Terraform).</li><li>Experience with AWS, Azure, or other public cloud provider.</li><li>Experience with API Management.</li><li>Experience working in an Agile team and with Agile process.</li><li>Knowledge of Micro-services design and implementation.</li><li>Knowledge of Kubernetes and Containerization.</li><li>Knowledge of Cybersecurity a plus.</li><li>Experience with Public Key Infrastructure (PKI) preferred.</li><li>Experience with certificate management and cryptography preferred.</li><li>Available to join an on-call production support rotation as needed.</li></ul>The TeamThe Certificate Management team, part of Fidelity’s Security Platform, provides encryption and Data Security services supporting Fidelity Investments applications. A core team within Fidelity Architecture and Engineering, the team provides the security to ensure that critical business systems have the encryption and PKI resources they need for complete data security. We are a team of Cybersecurity Engineers passionate about security and engineering, working with the latest technology and security systems, and building crypto agile systems.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Principal Cloud Engineer (Security Platform - Certificate Management)

<h3>Job Description:</h3>This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Atlanta, GA area. The Expertise We’re Looking For<ul><li>Series 7 &amp; Series 63 licenses required, 66 preferred</li><li>Series 66 required within 90 days of hire</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul>The Purpose of Your RoleRetirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.The Skills You Bring<ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul>The Value You Deliver<ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul>How Your Work Impacts the OrganizationThe Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.CERTIFICATIONS:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire)COMPANY OVERVIEWAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Retirement Planner - Atlanta, GA

<h3>Job Description:</h3>The Role Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Manager, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform. The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software. In this role you will prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle. You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk &amp; Business Operations. The Expertise and Skills You Bring <ul><li>Bachelor’s degree or equivalent with 5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed) </li><li>Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP) </li><li>Experience with Yardi accounting software preferred </li><li>Ability to work and lead in an operations-focused fast paced team environment</li><li>Innovation attitude – ability to identify and drive forward new ways to improve current processes</li><li>Excellent written and verbal communications skills and strong presentation capability</li><li>Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint) </li><li>Advanced excel skills and experience translating accounting data into financial statement presentation </li></ul>The Team In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success! #FFIOALTS<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Manager, Shareholder Reporting

<h3>Job Description:</h3>*Remote position located in one of the following states: NY, NJ, CT, PA, RI, VT, NH, MA, ME. As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services &amp; Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Role In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. Passionate about cultivating relationships with the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. The Expertise You Have <ul><li>College degree preferred or equivalent work-related experience. </li><li>Ability to acquire Series 7 &amp; 63/65 within the first three months of employment. </li><li>Bring 10+ years of Relationship Management or Client Service experience; preferably within Equity Compensation/Retirement/401K industry. </li><li>Transparent and credible presence in the Equity Compensation industry. Certified Equity Professional designation is helpful. </li></ul>The Skills You Bring <ul><li>Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. </li><li>Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. </li><li>Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. </li><li>Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. </li><li>Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. </li><li>Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. </li><li>Shown problem-solving skills. </li><li>Effective presentation skills, influence, and negotiation skills. </li><li>High emotional intelligence and interest in other human beings </li><li>Desire to roll your sleeves up and work with and for your teammates – Servant Leadership </li><li>Self-awareness and shown history of self-improvement </li><li>Analytical and critical thinking skills </li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You Deliver <ul><li>Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. </li><li>Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. </li><li>Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. </li><li>Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. </li><li>Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client </li><li>Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. </li><li>Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. </li></ul>The base salary range for this position is $112,000-$255,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

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